IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,437 shares; 2025Q1: 5,218 shares; 2025Q2: 3,357 shares; 2025Q3: 2,931 shares; 2025Q4: 2,991 shares 2,991 $505K 0.02% +60 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,548 shares; 2025Q1: 3,947 shares; 2025Q2: 3,061 shares; 2025Q3: 3,193 shares; 2025Q4: 3,139 shares 3,139 $505K 0.02% -54 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,406 shares; 2025Q1: 60,640 shares; 2025Q2: 58,896 shares; 2025Q3: 60,109 shares; 2025Q4: 60,305 shares 60,305 $503K 0.02% +196 RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,210 shares; 2025Q1: 20,181 shares; 2025Q2: 17,580 shares; 2025Q3: 17,708 shares; 2025Q4: 18,524 shares 18,524 $502K 0.02% +816 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,017 shares; 2025Q2: 6,914 shares; 2025Q3: 5,889 shares; 2025Q4: 5,117 shares 5,117 $500K 0.02% -772 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,321 shares; 2025Q1: 32,841 shares; 2025Q2: 31,501 shares; 2025Q3: 30,255 shares; 2025Q4: 28,598 shares 28,598 $500K 0.02% -1,657 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,396 shares; 2025Q1: 26,496 shares; 2025Q2: 20,496 shares; 2025Q3: 26,496 shares; 2025Q4: 26,496 shares 26,496 $499K 0.02% 0 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,993 shares 11,993 $495K 0.02% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,894 shares; 2025Q3: 2,785 shares; 2025Q4: 2,842 shares 2,842 $495K 0.02% +57 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,537 shares; 2025Q1: 10,258 shares; 2025Q2: 9,387 shares; 2025Q3: 9,297 shares; 2025Q4: 9,419 shares 9,419 $494K 0.02% +122 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,964 shares; 2025Q4: 2,863 shares 2,863 $493K 0.02% -101 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,645 shares; 2025Q2: 6,548 shares; 2025Q3: 6,348 shares; 2025Q4: 6,748 shares 6,748 $490K 0.02% +400 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,809 shares; 2025Q1: 65,545 shares; 2025Q2: 25,191 shares; 2025Q3: 25,182 shares; 2025Q4: 24,197 shares 24,197 $490K 0.02% -985 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,295 shares; 2025Q3: 12,598 shares; 2025Q4: 12,676 shares 12,676 $488K 0.02% +78 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,754 shares; 2025Q1: 57,778 shares; 2025Q2: 15,561 shares; 2025Q3: 16,419 shares; 2025Q4: 16,204 shares 16,204 $487K 0.02% -215 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,054 shares; 2025Q1: 7,824 shares; 2025Q2: 6,099 shares; 2025Q3: 4,347 shares; 2025Q4: 4,343 shares 4,343 $487K 0.02% -4 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,444 shares; 2025Q1: 41,812 shares; 2025Q2: 10,987 shares; 2025Q3: 10,922 shares; 2025Q4: 10,432 shares 10,432 $487K 0.02% -490 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,865 shares; 2025Q1: 11,093 shares; 2025Q2: 7,645 shares; 2025Q3: 7,248 shares; 2025Q4: 7,245 shares 7,245 $486K 0.02% -3 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,817 shares; 2025Q1: 1,784 shares; 2025Q2: 1,524 shares; 2025Q3: 1,496 shares; 2025Q4: 1,406 shares 1,406 $484K 0.02% -90 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,201 shares; 2025Q2: 8,203 shares; 2025Q3: 9,305 shares; 2025Q4: 12,286 shares 12,286 $484K 0.02% +2,981 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,530 shares; 2025Q1: 1,550 shares; 2025Q2: 1,534 shares; 2025Q3: 1,523 shares; 2025Q4: 1,563 shares 1,563 $483K 0.02% +40 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,914 shares; 2025Q1: 53,824 shares; 2025Q2: 11,104 shares; 2025Q3: 6,294 shares; 2025Q4: 6,568 shares 6,568 $483K 0.02% +274 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,646 shares; 2025Q1: 45,324 shares; 2025Q2: 43,907 shares; 2025Q3: 53,916 shares; 2025Q4: 49,448 shares 49,448 $482K 0.02% -4,468 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,364 shares 7,364 $482K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,755 shares; 2025Q1: 2,073 shares; 2025Q2: 1,507 shares; 2025Q3: 2,303 shares; 2025Q4: 2,641 shares 2,641 $481K 0.02% +338 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,132 shares; 2025Q3: 8,363 shares; 2025Q4: 8,442 shares 8,442 $480K 0.02% +79 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 2,110 shares; 2025Q2: 1,506 shares; 2025Q3: 1,552 shares; 2025Q4: 827 shares 827 $480K 0.02% -725 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,144 shares; 2025Q2: 19,715 shares; 2025Q3: 31,664 shares; 2025Q4: 32,629 shares 32,629 $477K 0.02% +965 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,467 shares; 2025Q1: 54,041 shares; 2025Q2: 6,730 shares; 2025Q3: 5,654 shares; 2025Q4: 4,291 shares 4,291 $473K 0.02% -1,363 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,813 shares; 2025Q1: 11,318 shares; 2025Q2: 7,307 shares; 2025Q3: 6,076 shares; 2025Q4: 6,395 shares 6,395 $471K 0.02% +319 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,361 shares; 2025Q1: 56,606 shares; 2025Q2: 8,406 shares; 2025Q3: 6,428 shares; 2025Q4: 5,849 shares 5,849 $469K 0.02% -579 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,516 shares; 2025Q1: 29,996 shares; 2025Q2: 18,647 shares; 2025Q3: 23,291 shares; 2025Q4: 22,666 shares 22,666 $468K 0.02% -625 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,941 shares; 2025Q1: 5,112 shares; 2025Q2: 4,128 shares; 2025Q3: 3,499 shares; 2025Q4: 3,500 shares 3,500 $467K 0.02% +1 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,227 shares; 2025Q1: 24,237 shares; 2025Q2: 9,843 shares; 2025Q3: 10,251 shares; 2025Q4: 10,258 shares 10,258 $467K 0.02% +7 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,140 shares; 2025Q1: 21,556 shares; 2025Q2: 5,072 shares; 2025Q3: 4,389 shares; 2025Q4: 5,050 shares 5,050 $467K 0.02% +661 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,225 shares; 2025Q1: 10,796 shares; 2025Q2: 9,243 shares; 2025Q3: 10,142 shares; 2025Q4: 9,037 shares 9,037 $466K 0.02% -1,105 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,272 shares; 2025Q1: 4,021 shares; 2025Q2: 2,148 shares; 2025Q3: 1,496 shares; 2025Q4: 1,884 shares 1,884 $465K 0.02% +388 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,112 shares; 2025Q2: 9,182 shares; 2025Q3: 9,523 shares; 2025Q4: 11,256 shares 11,256 $464K 0.02% +1,733 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,351 shares; 2025Q1: 6,420 shares; 2025Q2: 2,905 shares; 2025Q3: 2,409 shares; 2025Q4: 2,025 shares 2,025 $464K 0.02% -384 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,107 shares; 2025Q2: 11,137 shares; 2025Q3: 11,403 shares; 2025Q4: 11,318 shares 11,318 $463K 0.02% -85 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,927 shares; 2025Q1: 55,706 shares; 2025Q2: 49,123 shares; 2025Q3: 44,635 shares; 2025Q4: 16,054 shares 16,054 $463K 0.02% -28,581 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,491 shares; 2025Q1: 97,069 shares; 2025Q2: 6,717 shares; 2025Q3: 6,346 shares; 2025Q4: 6,349 shares 6,349 $461K 0.02% +3 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330,363 shares; 2025Q1: 362,225 shares; 2025Q2: 13,986 shares; 2025Q3: 17,439 shares; 2025Q4: 17,493 shares 17,493 $459K 0.02% +54 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,548 shares; 2025Q1: 47,200 shares; 2025Q2: 48,470 shares; 2025Q3: 49,086 shares; 2025Q4: 48,941 shares 48,941 $458K 0.02% -145 Timeline TOKE CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,960 shares 73,960 $456K 0.02% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,127 shares; 2025Q1: 23,391 shares; 2025Q2: 31,444 shares; 2025Q3: 26,101 shares; 2025Q4: 25,529 shares 25,529 $451K 0.02% -572 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,548 shares; 2025Q1: 93,161 shares; 2025Q2: 5,936 shares; 2025Q3: 7,563 shares; 2025Q4: 7,489 shares 7,489 $450K 0.02% -74 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,086 shares; 2025Q1: 55,243 shares; 2025Q2: 8,415 shares; 2025Q3: 7,058 shares; 2025Q4: 7,678 shares 7,678 $450K 0.02% +620 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,741 shares; 2025Q1: 3,811 shares; 2025Q2: 3,789 shares; 2025Q3: 3,575 shares; 2025Q4: 3,377 shares 3,377 $450K 0.02% -198 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,077 shares; 2025Q3: 1,006 shares; 2025Q4: 987 shares 987 $449K 0.02% -19 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,772 shares; 2025Q3: 10,864 shares; 2025Q4: 10,907 shares 10,907 $444K 0.02% +43 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,780 shares 6,780 $444K 0.02% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,184 shares; 2025Q2: 2,972 shares; 2025Q3: 3,975 shares; 2025Q4: 3,761 shares 3,761 $442K 0.02% -214 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,532 shares; 2025Q3: 8,134 shares; 2025Q4: 6,956 shares 6,956 $442K 0.02% -1,178 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,791 shares; 2025Q1: 4,873 shares; 2025Q2: 2,551 shares; 2025Q3: 2,718 shares; 2025Q4: 2,453 shares 2,453 $442K 0.02% -265 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,217 shares; 2025Q1: 25,729 shares; 2025Q2: 3,886 shares; 2025Q3: 4,392 shares; 2025Q4: 3,822 shares 3,822 $441K 0.02% -570 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,603 shares; 2025Q1: 41,603 shares; 2025Q2: 41,704 shares; 2025Q3: 41,310 shares; 2025Q4: 22,705 shares 22,705 $440K 0.02% -18,605 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,835 shares; 2025Q1: 8,879 shares; 2025Q2: 4,921 shares; 2025Q3: 4,170 shares; 2025Q4: 3,614 shares 3,614 $439K 0.02% -556 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,724 shares; 2025Q1: 33,959 shares; 2025Q2: 4,599 shares; 2025Q3: 4,656 shares; 2025Q4: 4,528 shares 4,528 $436K 0.02% -128 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,922 shares; 2025Q4: 4,478 shares 4,478 $435K 0.02% -444 Timeline NXXT NEXTNRG INC More: the full row for NEXTNRG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares 300,000 $435K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,905 shares; 2025Q1: 71,451 shares; 2025Q2: 12,336 shares; 2025Q3: 9,140 shares; 2025Q4: 9,089 shares 9,089 $435K 0.02% -51 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,686 shares 6,686 $434K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,859 shares; 2025Q2: 10,545 shares; 2025Q3: 10,964 shares; 2025Q4: 5,439 shares 5,439 $432K 0.02% -5,525 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,624 shares; 2025Q3: 46,580 shares; 2025Q4: 46,635 shares 46,635 $430K 0.02% +55 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,332 shares; 2025Q1: 12,754 shares; 2025Q2: 9,238 shares; 2025Q3: 6,485 shares; 2025Q4: 7,267 shares 7,267 $430K 0.02% +782 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,997 shares; 2025Q3: 25,703 shares; 2025Q4: 25,978 shares 25,978 $429K 0.02% +275 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,050 shares; 2025Q1: 67,291 shares; 2025Q2: 49,977 shares; 2025Q3: 52,930 shares; 2025Q4: 52,930 shares 52,930 $429K 0.02% 0 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,050 shares; 2025Q1: 56,117 shares; 2025Q2: 46,371 shares; 2025Q3: 40,974 shares; 2025Q4: 41,116 shares 41,116 $429K 0.02% +142 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,165 shares; 2025Q2: 15,091 shares; 2025Q3: 12,540 shares; 2025Q4: 11,573 shares 11,573 $422K 0.02% -967 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,346 shares; 2025Q1: 1,600 shares; 2025Q2: 1,763 shares; 2025Q3: 1,426 shares; 2025Q4: 1,681 shares 1,681 $422K 0.02% +255 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,544 shares; 2025Q1: 13,914 shares; 2025Q2: 16,631 shares; 2025Q3: 8,208 shares; 2025Q4: 16,055 shares 16,055 $420K 0.02% +7,847 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,014 shares; 2025Q1: 2,667 shares; 2025Q2: 1,574 shares; 2025Q3: 1,180 shares; 2025Q4: 1,195 shares 1,195 $419K 0.02% +15 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,466 shares; 2025Q1: 9,925 shares; 2025Q2: 3,622 shares; 2025Q3: 3,420 shares; 2025Q4: 1,618 shares 1,618 $419K 0.02% -1,802 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,943 shares 20,943 $417K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,651 shares; 2025Q1: 6,350 shares; 2025Q2: 5,532 shares; 2025Q3: 6,383 shares; 2025Q4: 5,439 shares 5,439 $417K 0.02% -944 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,530 shares; 2025Q1: 8,941 shares; 2025Q2: 5,184 shares; 2025Q3: 3,664 shares; 2025Q4: 4,131 shares 4,131 $417K 0.02% +467 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,145 shares; 2025Q2: 9,133 shares; 2025Q3: 6,969 shares; 2025Q4: 8,423 shares 8,423 $417K 0.02% +1,454 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 4,768 shares 4,768 $414K 0.02% +1,968 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,120 shares; 2025Q1: 2,891 shares; 2025Q2: 2,634 shares; 2025Q3: 2,674 shares; 2025Q4: 2,537 shares 2,537 $414K 0.02% -137 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,501 shares; 2025Q1: 9,590 shares; 2025Q2: 9,834 shares; 2025Q3: 10,028 shares; 2025Q4: 10,179 shares 10,179 $413K 0.02% +151 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 994 shares 994 $410K 0.02% +25 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,734 shares; 2025Q1: 36,167 shares; 2025Q2: 9,451 shares; 2025Q3: 8,802 shares; 2025Q4: 8,048 shares 8,048 $409K 0.02% -754 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,640 shares; 2025Q4: 18,840 shares 18,840 $402K 0.02% +4,200 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 61,125 shares; 2025Q2: 6,106 shares; 2025Q3: 9,820 shares; 2025Q4: 9,717 shares 9,717 $402K 0.02% -103 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,381 shares; 2025Q2: 6,381 shares; 2025Q3: 6,093 shares; 2025Q4: 5,950 shares 5,950 $402K 0.02% -143 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,517 shares; 2025Q1: 1,670 shares; 2025Q2: not reported; 2025Q3: 1,798 shares; 2025Q4: 1,974 shares 1,974 $401K 0.02% +176 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,259 shares; 2025Q1: 7,437 shares; 2025Q2: 5,496 shares; 2025Q3: 4,767 shares; 2025Q4: 6,414 shares 6,414 $401K 0.02% +1,647 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,632 shares; 2025Q1: 41,597 shares; 2025Q2: 42,727 shares; 2025Q3: 43,743 shares; 2025Q4: 37,369 shares 37,369 $399K 0.02% -6,374 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $399K 0.02% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,402 shares; 2025Q1: 4,128 shares; 2025Q2: 4,431 shares; 2025Q3: 4,913 shares; 2025Q4: 4,571 shares 4,571 $398K 0.02% -342 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,710 shares; 2025Q2: 3,169 shares; 2025Q3: 3,822 shares; 2025Q4: 5,587 shares 5,587 $397K 0.02% +1,765 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,500 shares; 2025Q1: 46,500 shares; 2025Q2: 50,500 shares; 2025Q3: 50,700 shares; 2025Q4: 50,200 shares 50,200 $396K 0.02% -500 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,543 shares; 2025Q1: 3,308 shares; 2025Q2: 3,014 shares; 2025Q3: 3,536 shares; 2025Q4: 3,094 shares 3,094 $395K 0.02% -442 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,142 shares; 2025Q1: 1,566 shares; 2025Q2: 1,001 shares; 2025Q3: 1,011 shares; 2025Q4: 845 shares 845 $395K 0.02% -166 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,849 shares; 2025Q1: 9,598 shares; 2025Q2: 5,485 shares; 2025Q3: 5,331 shares; 2025Q4: 5,321 shares 5,321 $393K 0.02% -10 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,899 shares; 2025Q1: 4,798 shares; 2025Q2: 5,050 shares; 2025Q3: 4,155 shares; 2025Q4: 4,157 shares 4,157 $392K 0.02% +2 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,276 shares; 2025Q1: 5,981 shares; 2025Q2: 7,843 shares; 2025Q3: 7,819 shares; 2025Q4: 5,803 shares 5,803 $392K 0.02% -2,016 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 287 shares; 2025Q2: 4,139 shares; 2025Q3: 3,682 shares; 2025Q4: 4,297 shares 4,297 $392K 0.02% +615 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,148 shares; 2025Q2: 20,555 shares; 2025Q3: 9,842 shares; 2025Q4: 5,643 shares 5,643 $391K 0.02% -4,199 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,517 shares; 2025Q1: 6,551 shares; 2025Q2: 4,343 shares; 2025Q3: 3,790 shares; 2025Q4: 3,902 shares 3,902 $388K 0.02% +112 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,422 shares; 2025Q1: 3,116 shares; 2025Q2: 1,007 shares; 2025Q3: 1,101 shares; 2025Q4: 1,012 shares 1,012 $388K 0.02% -89 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,397 shares; 2025Q4: 4,099 shares 4,099 $387K 0.02% +702 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,526 shares; 2025Q1: 7,269 shares; 2025Q2: 6,350 shares; 2025Q3: 5,810 shares; 2025Q4: 4,519 shares 4,519 $387K 0.02% -1,291 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,722 shares; 2025Q2: 7,357 shares; 2025Q3: 6,529 shares; 2025Q4: 7,186 shares 7,186 $385K 0.02% +657 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,019 shares; 2025Q1: 33,315 shares; 2025Q2: 15,913 shares; 2025Q3: 14,132 shares; 2025Q4: 10,144 shares 10,144 $385K 0.02% -3,988 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,933 shares; 2025Q2: not reported; 2025Q3: 14,230 shares; 2025Q4: 14,472 shares 14,472 $381K 0.02% +242 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,754 shares 4,754 $379K 0.02% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,011 shares; 2025Q1: 8,456 shares; 2025Q2: 8,016 shares; 2025Q3: 8,020 shares; 2025Q4: 8,022 shares 8,022 $375K 0.02% +2 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,755 shares; 2025Q3: 13,175 shares; 2025Q4: 12,968 shares 12,968 $374K 0.02% -207 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,774 shares; 2025Q1: 37,700 shares; 2025Q2: 34,106 shares; 2025Q3: 25,668 shares; 2025Q4: 18,874 shares 18,874 $372K 0.02% -6,794 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,274 shares; 2025Q1: 23,860 shares; 2025Q2: 13,014 shares; 2025Q3: 12,950 shares; 2025Q4: 15,441 shares 15,441 $371K 0.02% +2,491 Timeline DURA VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,878 shares; 2025Q1: 11,983 shares; 2025Q2: 11,635 shares; 2025Q3: 10,898 shares; 2025Q4: 10,898 shares 10,898 $368K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,585 shares; 2025Q1: 62,124 shares; 2025Q2: 34,081 shares; 2025Q3: 34,680 shares; 2025Q4: 29,529 shares 29,529 $367K 0.02% -5,151 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,916 shares; 2025Q1: 9,038 shares; 2025Q2: 6,194 shares; 2025Q3: 3,576 shares; 2025Q4: 3,579 shares 3,579 $367K 0.02% +3 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,381 shares; 2025Q1: 27,929 shares; 2025Q2: 21,659 shares; 2025Q3: 21,708 shares; 2025Q4: 17,825 shares 17,825 $366K 0.02% -3,883 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,250 shares; 2025Q1: 18,095 shares; 2025Q2: 3,835 shares; 2025Q3: 3,188 shares; 2025Q4: 3,205 shares 3,205 $362K 0.02% +17 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,523 shares; 2025Q2: 1,103 shares; 2025Q3: 928 shares; 2025Q4: 930 shares 930 $362K 0.02% +2 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,276 shares; 2025Q1: 6,429 shares; 2025Q2: 2,141 shares; 2025Q3: 2,122 shares; 2025Q4: 1,255 shares 1,255 $361K 0.02% -867 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,503 shares; 2025Q1: 11,058 shares; 2025Q2: 9,644 shares; 2025Q3: 5,269 shares; 2025Q4: 4,304 shares 4,304 $360K 0.02% -965 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,337 shares; 2025Q1: 2,448 shares; 2025Q2: 2,441 shares; 2025Q3: 2,268 shares; 2025Q4: 2,409 shares 2,409 $359K 0.02% +141 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,705 shares; 2025Q4: 4,995 shares 4,995 $358K 0.02% +1,290 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,881 shares; 2025Q1: 4,622 shares; 2025Q2: 2,119 shares; 2025Q3: 1,402 shares; 2025Q4: 1,964 shares 1,964 $358K 0.02% +562 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,959 shares; 2025Q1: 19,240 shares; 2025Q2: 9,575 shares; 2025Q3: 6,223 shares; 2025Q4: 6,629 shares 6,629 $357K 0.02% +406 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,397 shares; 2025Q1: 3,927 shares; 2025Q2: 2,560 shares; 2025Q3: 2,337 shares; 2025Q4: 2,202 shares 2,202 $357K 0.02% -135 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,862 shares; 2025Q1: 215,989 shares; 2025Q2: 28,530 shares; 2025Q3: 27,032 shares; 2025Q4: 26,942 shares 26,942 $356K 0.02% -90 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 177 shares; 2025Q2: 78 shares; 2025Q3: 71 shares; 2025Q4: 66 shares 66 $355K 0.02% -5 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,186 shares; 2025Q1: 57,049 shares; 2025Q2: 14,560 shares; 2025Q3: 13,345 shares; 2025Q4: 13,730 shares 13,730 $351K 0.02% +385 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,025 shares; 2025Q1: 25,717 shares; 2025Q2: 26,005 shares; 2025Q3: 28,796 shares; 2025Q4: 27,245 shares 27,245 $351K 0.02% -1,551 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,343 shares; 2025Q1: 2,228 shares; 2025Q2: 1,991 shares; 2025Q3: 2,026 shares; 2025Q4: 1,996 shares 1,996 $351K 0.02% -30 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,052 shares; 2025Q2: 15,828 shares; 2025Q3: 14,960 shares; 2025Q4: 14,723 shares 14,723 $351K 0.02% -237 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,939 shares; 2025Q1: 20,217 shares; 2025Q2: 6,581 shares; 2025Q3: 3,706 shares; 2025Q4: 3,395 shares 3,395 $349K 0.02% -311 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $349K 0.02% 0 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,316 shares 9,316 $348K 0.02% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,752 shares; 2025Q4: 1,768 shares 1,768 $348K 0.02% +16 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,266 shares; 2025Q1: 3,939 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,108 shares 3,108 $348K 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,777 shares; 2025Q1: 3,605 shares; 2025Q2: 3,802 shares; 2025Q3: 3,457 shares; 2025Q4: 3,275 shares 3,275 $346K 0.02% -182 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,922 shares; 2025Q1: 5,604 shares; 2025Q2: 3,210 shares; 2025Q3: 3,498 shares; 2025Q4: 3,278 shares 3,278 $346K 0.02% -220 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,592 shares; 2025Q1: 24,429 shares; 2025Q2: 8,192 shares; 2025Q3: 8,060 shares; 2025Q4: 7,758 shares 7,758 $344K 0.02% -302 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,889 shares; 2025Q1: 31,413 shares; 2025Q2: 13,192 shares; 2025Q3: 14,498 shares; 2025Q4: 14,724 shares 14,724 $344K 0.02% +226 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,238 shares; 2025Q1: 5,107 shares; 2025Q2: 4,819 shares; 2025Q3: 4,819 shares; 2025Q4: 5,198 shares 5,198 $343K 0.02% +379 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,971 shares; 2025Q1: 3,268 shares; 2025Q2: 3,036 shares; 2025Q3: 2,848 shares; 2025Q4: 4,250 shares 4,250 $343K 0.02% +1,402 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,439 shares; 2025Q1: 4,768 shares; 2025Q2: 3,746 shares; 2025Q3: 3,390 shares; 2025Q4: 7,555 shares 7,555 $343K 0.02% +4,165 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,214 shares; 2025Q1: 19,035 shares; 2025Q2: 4,352 shares; 2025Q3: 4,307 shares; 2025Q4: 4,048 shares 4,048 $343K 0.02% -259 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,769 shares; 2025Q4: 15,250 shares 15,250 $342K 0.02% -1,519 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,645 shares; 2025Q2: 3,070 shares; 2025Q3: 4,260 shares; 2025Q4: 4,310 shares 4,310 $342K 0.02% +50 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,762 shares; 2025Q1: 2,283 shares; 2025Q2: 2,008 shares; 2025Q3: 2,150 shares; 2025Q4: 1,810 shares 1,810 $340K 0.02% -340 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,801 shares; 2025Q1: 3,361 shares; 2025Q2: 2,405 shares; 2025Q3: 2,030 shares; 2025Q4: 2,196 shares 2,196 $340K 0.02% +166 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,384 shares; 2025Q1: 3,387 shares; 2025Q2: 1,538 shares; 2025Q3: 1,689 shares; 2025Q4: 1,507 shares 1,507 $340K 0.02% -182 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,491 shares; 2025Q2: 30,600 shares; 2025Q3: 32,568 shares; 2025Q4: 27,189 shares 27,189 $339K 0.02% -5,379 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,986 shares; 2025Q1: 9,749 shares; 2025Q2: 10,049 shares; 2025Q3: 8,166 shares; 2025Q4: 8,169 shares 8,169 $337K 0.02% +3 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,222 shares; 2025Q1: 2,450 shares; 2025Q2: 1,751 shares; 2025Q3: 1,518 shares; 2025Q4: 1,508 shares 1,508 $337K 0.02% -10 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares 10,400 $336K 0.02% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,390 shares 1,390 $336K 0.02% +10 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,800 shares; 2025Q4: 9,165 shares 9,165 $336K 0.02% +365 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,105 shares; 2025Q1: 8,304 shares; 2025Q2: 6,483 shares; 2025Q3: 7,298 shares; 2025Q4: 7,229 shares 7,229 $336K 0.02% -69 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,710 shares; 2025Q1: 13,710 shares; 2025Q2: 11,314 shares; 2025Q3: 10,286 shares; 2025Q4: 10,166 shares 10,166 $336K 0.02% -120 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,430 shares; 2025Q2: 24,646 shares; 2025Q3: 24,548 shares; 2025Q4: 24,563 shares 24,563 $336K 0.02% +15 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,184 shares; 2025Q1: 24,193 shares; 2025Q2: 4,245 shares; 2025Q3: 3,858 shares; 2025Q4: 3,564 shares 3,564 $336K 0.02% -294 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,504 shares; 2025Q2: 3,524 shares; 2025Q3: 3,486 shares; 2025Q4: 3,996 shares 3,996 $330K 0.02% +510 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,612 shares; 2025Q3: 1,607 shares; 2025Q4: 1,609 shares 1,609 $330K 0.02% +2 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,848 shares; 2025Q2: not reported; 2025Q3: 5,206 shares; 2025Q4: 5,213 shares 5,213 $329K 0.02% +7 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 676 shares; 2025Q3: 766 shares; 2025Q4: 779 shares 779 $329K 0.02% +13 Timeline SCAP SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares 9,100 $328K 0.02% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,866 shares; 2025Q1: 3,870 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares; 2025Q4: 3,870 shares 3,870 $326K 0.02% -200 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,675 shares; 2025Q1: 6,718 shares; 2025Q2: 4,649 shares; 2025Q3: 3,402 shares; 2025Q4: 3,667 shares 3,667 $326K 0.02% +265 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,046 shares; 2025Q1: 24,553 shares; 2025Q2: 7,575 shares; 2025Q3: not reported; 2025Q4: 6,275 shares 6,275 $325K 0.02% new Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,112 shares; 2025Q2: 5,629 shares; 2025Q3: 5,617 shares; 2025Q4: 5,616 shares 5,616 $324K 0.02% -1 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,983 shares; 2025Q3: 1,905 shares; 2025Q4: 1,853 shares 1,853 $323K 0.02% -52 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,349 shares; 2025Q1: 2,419 shares; 2025Q2: 811 shares; 2025Q3: 797 shares; 2025Q4: 723 shares 723 $321K 0.02% -74 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,497 shares; 2025Q2: 7,949 shares; 2025Q3: 7,889 shares; 2025Q4: 7,889 shares 7,889 $320K 0.02% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 950 shares; 2025Q1: 883 shares; 2025Q2: 746 shares; 2025Q3: 684 shares; 2025Q4: 653 shares 653 $318K 0.02% -31 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,919 shares; 2025Q1: 5,034 shares; 2025Q2: 2,607 shares; 2025Q3: 2,764 shares; 2025Q4: 2,207 shares 2,207 $318K 0.02% -557 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,250 shares; 2025Q1: 1,361 shares; 2025Q2: 497 shares; 2025Q3: 709 shares; 2025Q4: 677 shares 677 $318K 0.02% -32 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,537 shares; 2025Q1: 12,480 shares; 2025Q2: 2,253 shares; 2025Q3: 1,870 shares; 2025Q4: 1,948 shares 1,948 $317K 0.01% +78 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,251 shares; 2025Q2: 2,181 shares; 2025Q3: 2,247 shares; 2025Q4: 2,384 shares 2,384 $316K 0.01% +137 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,139 shares; 2025Q1: 3,033 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares 1,930 $316K 0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 796 shares; 2025Q1: 832 shares; 2025Q2: 757 shares; 2025Q3: 866 shares; 2025Q4: 782 shares 782 $316K 0.01% -84 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,830 shares; 2025Q1: 16,376 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $314K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,500 shares; 2025Q1: 25,012 shares; 2025Q2: 11,390 shares; 2025Q3: 10,394 shares; 2025Q4: 6,241 shares 6,241 $314K 0.01% -4,153 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 2,531 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $311K 0.01% 0 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,300 shares; 2025Q3: 11,000 shares; 2025Q4: 10,000 shares 10,000 $309K 0.01% -1,000 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,059 shares; 2025Q4: 1,189 shares 1,189 $308K 0.01% +130 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,479 shares; 2025Q1: 26,787 shares; 2025Q2: 3,305 shares; 2025Q3: 3,259 shares; 2025Q4: 2,299 shares 2,299 $305K 0.01% -960 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: 975 shares; 2025Q4: 965 shares 965 $304K 0.01% -10 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,685 shares; 2025Q1: 3,163 shares; 2025Q2: 2,585 shares; 2025Q3: 2,792 shares; 2025Q4: 2,229 shares 2,229 $303K 0.01% -563 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 776 shares; 2025Q1: 932 shares; 2025Q2: 677 shares; 2025Q3: not reported; 2025Q4: 1,353 shares 1,353 $303K 0.01% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,962 shares; 2025Q1: 59,949 shares; 2025Q2: 6,173 shares; 2025Q3: 5,684 shares; 2025Q4: 5,668 shares 5,668 $302K 0.01% -16 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,750 shares; 2025Q1: 12,750 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 12,750 shares 12,750 $302K 0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,689 shares; 2025Q1: 6,718 shares; 2025Q2: 2,894 shares; 2025Q3: 3,013 shares; 2025Q4: 4,217 shares 4,217 $301K 0.01% +1,204 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,210 shares; 2025Q1: 8,413 shares; 2025Q2: 2,691 shares; 2025Q3: 3,084 shares; 2025Q4: 2,889 shares 2,889 $301K 0.01% -195 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,946 shares; 2025Q1: 8,848 shares; 2025Q2: 7,346 shares; 2025Q3: 7,046 shares; 2025Q4: 6,746 shares 6,746 $300K 0.01% -300 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,698 shares; 2025Q1: 5,165 shares; 2025Q2: 3,846 shares; 2025Q3: 3,744 shares; 2025Q4: 3,582 shares 3,582 $297K 0.01% -162 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,055 shares; 2025Q2: 728 shares; 2025Q3: 787 shares; 2025Q4: 792 shares 792 $297K 0.01% +5 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,155 shares; 2025Q4: 6,604 shares 6,604 $296K 0.01% +1,449 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,376 shares; 2025Q1: 30,172 shares; 2025Q2: 30,379 shares; 2025Q3: 27,736 shares; 2025Q4: 22,939 shares 22,939 $295K 0.01% -4,797 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,110 shares; 2025Q1: 4,398 shares; 2025Q2: 2,802 shares; 2025Q3: 2,786 shares; 2025Q4: 3,646 shares 3,646 $294K 0.01% +860 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,045 shares; 2025Q2: 3,055 shares; 2025Q3: 2,768 shares; 2025Q4: 2,866 shares 2,866 $294K 0.01% +98 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 557 shares; 2025Q2: 169 shares; 2025Q3: 138 shares; 2025Q4: 146 shares 146 $294K 0.01% +8 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,597 shares; 2025Q1: 2,751 shares; 2025Q2: 2,717 shares; 2025Q3: 2,763 shares; 2025Q4: 3,065 shares 3,065 $294K 0.01% +302 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,156 shares; 2025Q1: 11,060 shares; 2025Q2: 9,348 shares; 2025Q3: 7,132 shares; 2025Q4: 6,600 shares 6,600 $293K 0.01% -532 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,006 shares; 2025Q1: 58,095 shares; 2025Q2: 22,042 shares; 2025Q3: 19,548 shares; 2025Q4: 15,220 shares 15,220 $293K 0.01% -4,328 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares 2,544 $292K 0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,585 shares; 2025Q1: 6,592 shares; 2025Q2: 4,639 shares; 2025Q3: 3,765 shares; 2025Q4: 3,339 shares 3,339 $291K 0.01% -426 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,370 shares; 2025Q1: 3,470 shares; 2025Q2: 3,520 shares; 2025Q3: 4,521 shares; 2025Q4: 5,921 shares 5,921 $290K 0.01% +1,400 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,684 shares; 2025Q1: 16,522 shares; 2025Q2: 3,605 shares; 2025Q3: 3,734 shares; 2025Q4: 1,428 shares 1,428 $290K 0.01% -2,306 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,910 shares; 2025Q1: 12,895 shares; 2025Q2: 12,475 shares; 2025Q3: 12,525 shares; 2025Q4: 12,809 shares 12,809 $290K 0.01% +284 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,868 shares; 2025Q2: 5,755 shares; 2025Q3: 4,814 shares; 2025Q4: 6,023 shares 6,023 $288K 0.01% +1,209 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,922 shares; 2025Q3: 6,738 shares; 2025Q4: 3,438 shares 3,438 $288K 0.01% -3,300 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,397 shares; 2025Q1: 5,619 shares; 2025Q2: 3,284 shares; 2025Q3: 3,002 shares; 2025Q4: 2,813 shares 2,813 $287K 0.01% -189 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,611 shares; 2025Q1: 6,638 shares; 2025Q2: 4,249 shares; 2025Q3: 3,414 shares; 2025Q4: 2,944 shares 2,944 $286K 0.01% -470 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,336 shares; 2025Q1: 37,652 shares; 2025Q2: 40,184 shares; 2025Q3: 41,370 shares; 2025Q4: 44,326 shares 44,326 $286K 0.01% +2,956 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,650 shares 5,650 $285K 0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,956 shares; 2025Q1: 7,792 shares; 2025Q2: 4,894 shares; 2025Q3: 4,258 shares; 2025Q4: 2,921 shares 2,921 $284K 0.01% -1,337 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,015 shares; 2025Q1: 6,016 shares; 2025Q2: 3,730 shares; 2025Q3: 3,547 shares; 2025Q4: 3,229 shares 3,229 $282K 0.01% -318 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,431 shares; 2025Q2: 20,067 shares; 2025Q3: 19,974 shares; 2025Q4: 19,974 shares 19,974 $278K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,701 shares; 2025Q1: 4,496 shares; 2025Q2: 2,051 shares; 2025Q3: not reported; 2025Q4: 1,848 shares 1,848 $278K 0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,147 shares 33,147 $276K 0.01% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,442 shares; 2025Q1: 8,606 shares; 2025Q2: 8,587 shares; 2025Q3: 8,051 shares; 2025Q4: 7,925 shares 7,925 $273K 0.01% -126 Timeline IEDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,924 shares; 2025Q1: 4,925 shares; 2025Q2: 4,778 shares; 2025Q3: 4,780 shares; 2025Q4: 4,950 shares 4,950 $272K 0.01% +170 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,849 shares; 2025Q2: 3,557 shares; 2025Q3: 2,881 shares; 2025Q4: 2,514 shares 2,514 $272K 0.01% -367 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,822 shares; 2025Q1: 2,899 shares; 2025Q2: 3,061 shares; 2025Q3: 3,295 shares; 2025Q4: 3,460 shares 3,460 $272K 0.01% +165 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,036 shares; 2025Q1: 4,039 shares; 2025Q2: 3,621 shares; 2025Q3: 2,758 shares; 2025Q4: 2,663 shares 2,663 $271K 0.01% -95 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: 2,741 shares; 2025Q3: 2,860 shares; 2025Q4: 2,471 shares 2,471 $271K 0.01% -389 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,249 shares; 2025Q1: 22,958 shares; 2025Q2: 23,199 shares; 2025Q3: 22,780 shares; 2025Q4: 22,805 shares 22,805 $270K 0.01% +25 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,958 shares; 2025Q1: 4,485 shares; 2025Q2: 2,218 shares; 2025Q3: 1,482 shares; 2025Q4: 1,452 shares 1,452 $269K 0.01% -30 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,016 shares; 2025Q1: 9,823 shares; 2025Q2: 5,157 shares; 2025Q3: 6,179 shares; 2025Q4: 4,581 shares 4,581 $269K 0.01% -1,598 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,448 shares; 2025Q3: 6,056 shares; 2025Q4: 5,632 shares 5,632 $268K 0.01% -424 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,017 shares; 2025Q1: 10,238 shares; 2025Q2: 9,629 shares; 2025Q3: 4,517 shares; 2025Q4: 4,518 shares 4,518 $268K 0.01% +1 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,059 shares; 2025Q1: 6,301 shares; 2025Q2: 5,442 shares; 2025Q3: 5,739 shares; 2025Q4: 5,784 shares 5,784 $267K 0.01% +45 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,699 shares; 2025Q2: 5,187 shares; 2025Q3: 5,333 shares; 2025Q4: 6,486 shares 6,486 $265K 0.01% +1,153 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: 132 shares; 2025Q3: 110 shares; 2025Q4: 123 shares 123 $264K 0.01% +13 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,347 shares; 2025Q1: 2,158 shares; 2025Q2: 1,980 shares; 2025Q3: not reported; 2025Q4: 1,841 shares 1,841 $264K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,945 shares; 2025Q2: 1,746 shares; 2025Q3: 1,599 shares; 2025Q4: 1,682 shares 1,682 $264K 0.01% +83 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,442 shares; 2025Q1: 4,419 shares; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 423 shares 423 $264K 0.01% +39 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,056 shares; 2025Q1: 12,081 shares; 2025Q2: 12,346 shares; 2025Q3: 10,872 shares; 2025Q4: 9,602 shares 9,602 $262K 0.01% -1,270 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: 2,787 shares 2,787 $262K 0.01% +22 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,777 shares; 2025Q1: 4,108 shares; 2025Q2: 3,797 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares 1,984 $261K 0.01% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,553 shares; 2025Q1: 2,687 shares; 2025Q2: 2,687 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares 2,043 $260K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,028 shares; 2025Q1: 4,525 shares; 2025Q2: 6,806 shares; 2025Q3: 7,230 shares; 2025Q4: 3,862 shares 3,862 $259K 0.01% -3,368 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,146 shares; 2025Q1: 7,230 shares; 2025Q2: 4,420 shares; 2025Q3: 4,906 shares; 2025Q4: 4,730 shares 4,730 $258K 0.01% -176 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,455 shares; 2025Q1: 39,335 shares; 2025Q2: 20,971 shares; 2025Q3: 16,450 shares; 2025Q4: 14,932 shares 14,932 $258K 0.01% -1,518 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,168 shares; 2025Q1: 14,833 shares; 2025Q2: 7,091 shares; 2025Q3: 7,092 shares; 2025Q4: 7,093 shares 7,093 $257K 0.01% +1 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,142 shares; 2025Q1: 22,766 shares; 2025Q2: 19,287 shares; 2025Q3: 13,144 shares; 2025Q4: 14,768 shares 14,768 $256K 0.01% +1,624 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,570 shares; 2025Q1: 11,260 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $256K 0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 975 shares; 2025Q2: 924 shares; 2025Q3: 654 shares; 2025Q4: 716 shares 716 $256K 0.01% +62 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,640 shares; 2025Q1: 10,991 shares; 2025Q2: 4,060 shares; 2025Q3: 2,948 shares; 2025Q4: 3,080 shares 3,080 $256K 0.01% +132 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,324 shares; 2025Q1: 15,447 shares; 2025Q2: 6,416 shares; 2025Q3: 6,282 shares; 2025Q4: 6,356 shares 6,356 $256K 0.01% +74 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,130 shares; 2025Q1: 7,740 shares; 2025Q2: 7,975 shares; 2025Q3: 6,625 shares; 2025Q4: 6,213 shares 6,213 $255K 0.01% -412 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,155 shares; 2025Q1: 5,457 shares; 2025Q2: 25,546 shares; 2025Q3: 1,431 shares; 2025Q4: 1,440 shares 1,440 $255K 0.01% +9 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,189 shares; 2025Q1: 2,269 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 660 shares 660 $255K 0.01% -50 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,859 shares; 2025Q1: not reported; 2025Q2: 4,601 shares; 2025Q3: 4,049 shares; 2025Q4: 4,006 shares 4,006 $255K 0.01% -43 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,127 shares; 2025Q1: 1,728 shares; 2025Q2: 1,810 shares; 2025Q3: 1,445 shares; 2025Q4: 1,229 shares 1,229 $252K 0.01% -216 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,402 shares; 2025Q1: 1,493 shares; 2025Q2: 1,386 shares; 2025Q3: 1,461 shares; 2025Q4: 1,446 shares 1,446 $252K 0.01% -15 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,023 shares; 2025Q1: 14,180 shares; 2025Q2: 18,720 shares; 2025Q3: 19,756 shares; 2025Q4: 21,414 shares 21,414 $251K 0.01% +1,658 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,921 shares; 2025Q2: 1,680 shares; 2025Q3: 1,483 shares; 2025Q4: 1,546 shares 1,546 $250K 0.01% +63 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,283 shares; 2025Q1: 7,821 shares; 2025Q2: 5,669 shares; 2025Q3: 3,249 shares; 2025Q4: 3,041 shares 3,041 $249K 0.01% -208 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,760 shares; 2025Q4: 3,694 shares 3,694 $249K 0.01% -66 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 2,253 shares 2,253 $248K 0.01% +577 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,640 shares; 2025Q1: 13,335 shares; 2025Q2: 5,622 shares; 2025Q3: 4,020 shares; 2025Q4: 4,403 shares 4,403 $248K 0.01% +383 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,525 shares 4,525 $248K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,469 shares; 2025Q1: 4,505 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,796 shares 1,796 $248K 0.01% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares 5,824 $247K 0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,397 shares; 2025Q1: 1,594 shares; 2025Q2: 1,556 shares; 2025Q3: 1,435 shares; 2025Q4: 1,552 shares 1,552 $247K 0.01% +117 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,769 shares; 2025Q1: 8,357 shares; 2025Q2: 6,290 shares; 2025Q3: 7,365 shares; 2025Q4: 6,253 shares 6,253 $247K 0.01% -1,112 Timeline BNDS SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $246K 0.01% 0 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,520 shares 4,520 $246K 0.01% new Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,000 shares; 2025Q3: 22,000 shares; 2025Q4: 215,000 shares 215,000 $245K 0.01% +193,000 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,988 shares; 2025Q1: 2,715 shares; 2025Q2: 1,901 shares; 2025Q3: 1,923 shares; 2025Q4: 1,519 shares 1,519 $244K 0.01% -404 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,399 shares; 2025Q1: 10,633 shares; 2025Q2: not reported; 2025Q3: 10,003 shares; 2025Q4: 10,003 shares 10,003 $244K 0.01% 0 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,097 shares; 2025Q1: 38,051 shares; 2025Q2: 28,414 shares; 2025Q3: 15,993 shares; 2025Q4: 15,961 shares 15,961 $244K 0.01% -32 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,038 shares; 2025Q1: 18,367 shares; 2025Q2: 4,975 shares; 2025Q3: 4,273 shares; 2025Q4: 4,282 shares 4,282 $243K 0.01% +9 Timeline BUSA 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,619 shares; 2025Q4: 6,619 shares 6,619 $242K 0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,785 shares; 2025Q1: 3,350 shares; 2025Q2: 2,517 shares; 2025Q3: 2,621 shares; 2025Q4: 3,318 shares 3,318 $239K 0.01% +697 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,608 shares; 2025Q3: 2,674 shares; 2025Q4: 2,606 shares 2,606 $239K 0.01% -68 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,063 shares; 2025Q1: 8,573 shares; 2025Q2: 6,763 shares; 2025Q3: 5,999 shares; 2025Q4: 5,587 shares 5,587 $239K 0.01% -412 Timeline RILY BRC GROUP HOLDINGS INC More: the full row for BRC GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,221 shares; 2025Q1: 51,459 shares; 2025Q2: 51,765 shares; 2025Q3: 40,870 shares; 2025Q4: 51,070 shares 51,070 $238K 0.01% +10,200 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,750 shares; 2025Q1: 24,950 shares; 2025Q2: 6,733 shares; 2025Q3: 6,765 shares; 2025Q4: 6,809 shares 6,809 $238K 0.01% +44 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,880 shares; 2025Q1: 3,436 shares; 2025Q2: 2,522 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares 2,523 $238K 0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,975 shares 2,975 $235K 0.01% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,983 shares; 2025Q3: 2,048 shares; 2025Q4: 2,035 shares 2,035 $234K 0.01% -13 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: not reported; 2025Q4: 835 shares 835 $233K 0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,945 shares 4,945 $233K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: 322 shares; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 301 shares 301 $233K 0.01% -73 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,214 shares; 2025Q1: 10,439 shares; 2025Q2: 10,369 shares; 2025Q3: 10,169 shares; 2025Q4: 10,144 shares 10,144 $232K 0.01% -25 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,846 shares; 2025Q1: 18,973 shares; 2025Q2: 1,747 shares; 2025Q3: not reported; 2025Q4: 1,610 shares 1,610 $231K 0.01% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,797 shares; 2025Q1: 68,931 shares; 2025Q2: 62,728 shares; 2025Q3: 24,627 shares; 2025Q4: 1,935 shares 1,935 $231K 0.01% -22,692 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 114 shares; 2025Q2: 111 shares; 2025Q3: not reported; 2025Q4: 107 shares 107 $231K 0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,249 shares; 2025Q1: 15,359 shares; 2025Q2: 9,184 shares; 2025Q3: 8,960 shares; 2025Q4: 7,535 shares 7,535 $230K 0.01% -1,425 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,330 shares; 2025Q3: 1,299 shares; 2025Q4: 1,310 shares 1,310 $230K 0.01% +11 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,377 shares; 2025Q4: 3,534 shares 3,534 $230K 0.01% +157 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,012 shares; 2025Q2: 2,032 shares; 2025Q3: 2,001 shares; 2025Q4: 1,800 shares 1,800 $230K 0.01% -201 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,865 shares; 2025Q2: 4,078 shares; 2025Q3: 4,229 shares; 2025Q4: 2,689 shares 2,689 $229K 0.01% -1,540 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,578 shares; 2025Q1: 9,653 shares; 2025Q2: 5,746 shares; 2025Q3: 3,152 shares; 2025Q4: 3,105 shares 3,105 $229K 0.01% -47 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,065 shares; 2025Q4: 8,065 shares 8,065 $229K 0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,111 shares 8,111 $227K 0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,101 shares; 2025Q1: 6,685 shares; 2025Q2: 5,309 shares; 2025Q3: 4,945 shares; 2025Q4: 4,992 shares 4,992 $226K 0.01% +47 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,760 shares 2,760 $225K 0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 878 shares 878 $225K 0.01% +16 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,769 shares; 2025Q3: 10,135 shares; 2025Q4: 10,063 shares 10,063 $225K 0.01% -72 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares 2,206 $224K 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,415 shares; 2025Q1: 1,661 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 863 shares 863 $224K 0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,646 shares; 2025Q1: 3,770 shares; 2025Q2: 1,901 shares; 2025Q3: 1,927 shares; 2025Q4: 1,875 shares 1,875 $224K 0.01% -52 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,550 shares; 2025Q1: not reported; 2025Q2: 113,000 shares; 2025Q3: 113,000 shares; 2025Q4: 113,000 shares 113,000 $224K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,571 shares; 2025Q1: 2,453 shares; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 437 shares 437 $223K 0.01% -18 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,449 shares; 2025Q1: 1,587 shares; 2025Q2: 1,249 shares; 2025Q3: 1,214 shares; 2025Q4: 1,045 shares 1,045 $223K 0.01% -169 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 601 shares; 2025Q1: 771 shares; 2025Q2: 689 shares; 2025Q3: not reported; 2025Q4: 586 shares 586 $223K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,508 shares; 2025Q1: 60,087 shares; 2025Q2: 6,669 shares; 2025Q3: 10,541 shares; 2025Q4: 5,790 shares 5,790 $222K 0.01% -4,751 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,102 shares; 2025Q3: 19,102 shares; 2025Q4: 19,303 shares 19,303 $221K 0.01% +201 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 2,531 shares; 2025Q4: 2,533 shares 2,533 $221K 0.01% +2 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,228 shares; 2025Q1: 13,147 shares; 2025Q2: 11,017 shares; 2025Q3: 11,103 shares; 2025Q4: 11,087 shares 11,087 $220K 0.01% -16 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,698 shares; 2025Q2: 2,247 shares; 2025Q3: 2,230 shares; 2025Q4: 1,877 shares 1,877 $220K 0.01% -353 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,317 shares; 2025Q1: 12,152 shares; 2025Q2: 5,216 shares; 2025Q3: 4,809 shares; 2025Q4: 4,380 shares 4,380 $219K 0.01% -429 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,480 shares; 2025Q4: 2,311 shares 2,311 $217K 0.01% -169 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,866 shares; 2025Q4: 3,593 shares 3,593 $217K 0.01% -273 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,941 shares 4,941 $217K 0.01% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,180 shares; 2025Q2: 15,833 shares; 2025Q3: 13,333 shares; 2025Q4: 14,143 shares 14,143 $216K 0.01% +810 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,243 shares; 2025Q2: 2,248 shares; 2025Q3: 2,257 shares; 2025Q4: 2,351 shares 2,351 $216K 0.01% +94 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,559 shares; 2025Q1: 11,351 shares; 2025Q2: 11,255 shares; 2025Q3: 4,973 shares; 2025Q4: 5,331 shares 5,331 $215K 0.01% +358 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,253 shares; 2025Q2: 950 shares; 2025Q3: not reported; 2025Q4: 746 shares 746 $214K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,107 shares 1,107 $214K 0.01% new Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,200 shares 6,200 $214K 0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,643 shares 5,643 $213K 0.01% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,016 shares; 2025Q1: 5,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,065 shares 3,065 $213K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,838 shares; 2025Q1: 2,140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314 shares 314 $213K 0.01% new Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,923 shares; 2025Q4: 4,929 shares 4,929 $211K 0.01% +6 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,543 shares; 2025Q1: 9,515 shares; 2025Q2: not reported; 2025Q3: 5,568 shares; 2025Q4: 4,620 shares 4,620 $211K 0.01% -948 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,846 shares; 2025Q1: 20,170 shares; 2025Q2: 6,872 shares; 2025Q3: 7,517 shares; 2025Q4: 4,271 shares 4,271 $210K 0.01% -3,246 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,219 shares; 2025Q1: 62,165 shares; 2025Q2: 15,538 shares; 2025Q3: 11,237 shares; 2025Q4: 8,981 shares 8,981 $210K 0.01% -2,256 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,384 shares; 2025Q1: 2,459 shares; 2025Q2: 1,717 shares; 2025Q3: 1,389 shares; 2025Q4: 1,383 shares 1,383 $209K 0.01% -6 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,809 shares; 2025Q1: 16,852 shares; 2025Q2: 12,730 shares; 2025Q3: 12,828 shares; 2025Q4: 12,902 shares 12,902 $209K 0.01% +74 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,304 shares; 2025Q1: 11,565 shares; 2025Q2: 11,260 shares; 2025Q3: 13,167 shares; 2025Q4: 13,371 shares 13,371 $208K 0.01% +204 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 857 shares; 2025Q1: 1,511 shares; 2025Q2: 1,325 shares; 2025Q3: 1,230 shares; 2025Q4: 968 shares 968 $208K 0.01% -262 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,607 shares; 2025Q1: 3,188 shares; 2025Q2: 798 shares; 2025Q3: 756 shares; 2025Q4: 828 shares 828 $208K 0.01% +72 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,006 shares; 2025Q4: 4,728 shares 4,728 $208K 0.01% -278 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,558 shares 4,558 $208K 0.01% new Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,049 shares; 2025Q1: 18,909 shares; 2025Q2: 18,880 shares; 2025Q3: 15,798 shares; 2025Q4: 6,869 shares 6,869 $207K 0.01% -8,929 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,155 shares; 2025Q4: 2,614 shares 2,614 $207K 0.01% +459 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 108,091 shares; 2025Q2: 26,345 shares; 2025Q3: 24,545 shares; 2025Q4: 21,545 shares 21,545 $207K 0.01% -3,000 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,830 shares; 2025Q1: 3,859 shares; 2025Q2: 1,963 shares; 2025Q3: 1,323 shares; 2025Q4: 835 shares 835 $206K 0.01% -488 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,081 shares; 2025Q1: 5,569 shares; 2025Q2: 3,376 shares; 2025Q3: 2,638 shares; 2025Q4: 1,515 shares 1,515 $206K 0.01% -1,123 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,739 shares; 2025Q1: 11,260 shares; 2025Q2: 9,836 shares; 2025Q3: not reported; 2025Q4: 7,364 shares 7,364 $204K 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 2,370 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 917 shares 917 $204K 0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,372 shares; 2025Q1: 1,324 shares; 2025Q2: 1,259 shares; 2025Q3: 980 shares; 2025Q4: 852 shares 852 $204K 0.01% -128 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,897 shares; 2025Q1: 6,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104 shares 1,104 $204K 0.01% new Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,410 shares; 2025Q1: 17,222 shares; 2025Q2: 18,129 shares; 2025Q3: 18,129 shares; 2025Q4: 27,129 shares 27,129 $203K 0.01% +9,000 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 858 shares; 2025Q1: 789 shares; 2025Q2: 823 shares; 2025Q3: 754 shares; 2025Q4: 785 shares 785 $203K 0.01% +31 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,746 shares; 2025Q1: 26,813 shares; 2025Q2: 25,963 shares; 2025Q3: 25,314 shares; 2025Q4: 20,459 shares 20,459 $203K 0.01% -4,855 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,889 shares; 2025Q1: 2,346 shares; 2025Q2: 1,319 shares; 2025Q3: not reported; 2025Q4: 973 shares 973 $202K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 789 shares 789 $202K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,007 shares; 2025Q1: 6,752 shares; 2025Q2: 6,417 shares; 2025Q3: 4,684 shares; 2025Q4: 4,342 shares 4,342 $202K 0.01% -342 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,973 shares; 2025Q1: 4,808 shares; 2025Q2: 2,857 shares; 2025Q3: not reported; 2025Q4: 1,770 shares 1,770 $201K 0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,829 shares; 2025Q1: 2,769 shares; 2025Q2: 3,971 shares; 2025Q3: not reported; 2025Q4: 2,286 shares 2,286 $201K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,755 shares; 2025Q1: 8,377 shares; 2025Q2: 5,119 shares; 2025Q3: 3,626 shares; 2025Q4: 3,091 shares 3,091 $201K 0.01% -535 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,562 shares; 2025Q1: 13,236 shares; 2025Q2: 6,722 shares; 2025Q3: 4,163 shares; 2025Q4: 3,797 shares 3,797 $201K 0.01% -366 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,421 shares; 2025Q1: 47,684 shares; 2025Q2: 28,218 shares; 2025Q3: not reported; 2025Q4: 2,825 shares 2,825 $201K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,547 shares 2,547 $200K 0.01% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,154 shares; 2025Q1: 37,489 shares; 2025Q2: 37,906 shares; 2025Q3: 38,299 shares; 2025Q4: 38,600 shares 38,600 $199K 0.01% +301 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,305 shares; 2025Q1: 10,760 shares; 2025Q2: 10,760 shares; 2025Q3: 10,760 shares; 2025Q4: 11,369 shares 11,369 $195K 0.01% +609 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,257 shares; 2025Q2: 12,858 shares; 2025Q3: 12,934 shares; 2025Q4: 12,970 shares 12,970 $195K 0.01% +36 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,786 shares; 2025Q1: 26,497 shares; 2025Q2: 12,444 shares; 2025Q3: 10,605 shares; 2025Q4: 12,038 shares 12,038 $194K 0.01% +1,433 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,789 shares; 2025Q1: 2,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,822 shares 1,822 $187K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,815 shares; 2025Q1: 19,572 shares; 2025Q2: 12,407 shares; 2025Q3: 10,284 shares; 2025Q4: 10,300 shares 10,300 $185K 0.01% +16 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,422 shares; 2025Q1: 23,927 shares; 2025Q2: 14,653 shares; 2025Q3: 26,253 shares; 2025Q4: 18,538 shares 18,538 $185K 0.01% -7,715 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,074 shares; 2025Q1: 37,034 shares; 2025Q2: 16,581 shares; 2025Q3: not reported; 2025Q4: 10,044 shares 10,044 $181K 0.01% new Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,442 shares; 2025Q1: 40,171 shares; 2025Q2: 35,771 shares; 2025Q3: 35,771 shares; 2025Q4: 35,771 shares 35,771 $180K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,562 shares; 2025Q1: 26,357 shares; 2025Q2: 26,825 shares; 2025Q3: 12,501 shares; 2025Q4: 12,255 shares 12,255 $176K 0.01% -246 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,199 shares; 2025Q4: 12,122 shares 12,122 $172K 0.01% +1,923 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,869 shares; 2025Q3: 15,869 shares; 2025Q4: 15,869 shares 15,869 $171K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,756 shares; 2025Q1: 27,283 shares; 2025Q2: 10,337 shares; 2025Q3: 10,373 shares; 2025Q4: 11,104 shares 11,104 $170K 0.01% +731 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares 13,950 $170K 0.01% 0 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,611 shares; 2025Q2: 29,659 shares; 2025Q3: 29,704 shares; 2025Q4: 29,749 shares 29,749 $168K 0.01% +45 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,613 shares; 2025Q1: 18,189 shares; 2025Q2: 16,255 shares; 2025Q3: 16,078 shares; 2025Q4: 15,256 shares 15,256 $166K 0.01% -822 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,078 shares; 2025Q1: 95,044 shares; 2025Q2: 14,158 shares; 2025Q3: 14,026 shares; 2025Q4: 14,875 shares 14,875 $164K 0.01% +849 Timeline BULL WEBULL CORP More: the full row for WEBULL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,000 shares 21,000 $163K 0.01% new Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,728 shares; 2025Q3: 11,483 shares; 2025Q4: 11,872 shares 11,872 $156K 0.01% +389 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,191 shares; 2025Q1: 18,191 shares; 2025Q2: 24,191 shares; 2025Q3: 24,191 shares; 2025Q4: 24,191 shares 24,191 $152K 0.01% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,391 shares; 2025Q1: 12,559 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,456 shares 10,456 $151K 0.01% new Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,316 shares; 2025Q1: 20,316 shares; 2025Q2: 20,316 shares; 2025Q3: 20,316 shares; 2025Q4: 20,316 shares 20,316 $151K 0.01% 0 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,908 shares; 2025Q1: 56,472 shares; 2025Q2: 11,483 shares; 2025Q3: 14,937 shares; 2025Q4: 11,719 shares 11,719 $148K 0.01% -3,218 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,346 shares; 2025Q4: 10,731 shares 10,731 $146K 0.01% +385 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,430 shares; 2025Q3: 17,115 shares; 2025Q4: 12,657 shares 12,657 $145K 0.01% -4,458 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,300 shares; 2025Q4: 26,300 shares 26,300 $142K 0.01% +13,000 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,718 shares; 2025Q1: 14,862 shares; 2025Q2: 15,365 shares; 2025Q3: 18,267 shares; 2025Q4: 10,022 shares 10,022 $139K 0.01% -8,245 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,290 shares; 2025Q1: 58,077 shares; 2025Q2: 57,953 shares; 2025Q3: 57,953 shares; 2025Q4: 55,712 shares 55,712 $138K 0.01% -2,241 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,597 shares; 2025Q4: 18,167 shares 18,167 $137K 0.01% -21,430 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,198 shares; 2025Q3: 13,966 shares; 2025Q4: 12,725 shares 12,725 $135K 0.01% -1,241 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,081 shares; 2025Q1: 12,851 shares; 2025Q2: 10,360 shares; 2025Q3: 10,365 shares; 2025Q4: 10,355 shares 10,355 $132K 0.01% -10 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,442 shares; 2025Q1: 29,500 shares; 2025Q2: 43,500 shares; 2025Q3: 42,000 shares; 2025Q4: 48,000 shares 48,000 $131K 0.01% +6,000 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,800 shares; 2025Q1: 41,800 shares; 2025Q2: 37,800 shares; 2025Q3: 30,800 shares; 2025Q4: 10,500 shares 10,500 $130K 0.01% -20,300 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,165 shares 10,165 $128K 0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,575 shares; 2025Q1: 25,725 shares; 2025Q2: 28,000 shares; 2025Q3: 23,808 shares; 2025Q4: 17,133 shares 17,133 $125K 0.01% -6,675 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,576 shares 10,576 $123K 0.01% new Timeline CIO CITY OFFICE REIT INC More: the full row for CITY OFFICE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,517 shares; 2025Q2: 15,973 shares; 2025Q3: 16,804 shares; 2025Q4: 17,395 shares 17,395 $122K 0.01% +591 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,416 shares; 2025Q1: 15,463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,896 shares 7,896 $121K 0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,127 shares; 2025Q3: 10,019 shares; 2025Q4: 10,025 shares 10,025 $118K 0.01% +6 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,135 shares 20,135 $117K 0.01% +135 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,202 shares; 2025Q1: 120,863 shares; 2025Q2: 23,647 shares; 2025Q3: 10,711 shares; 2025Q4: 10,730 shares 10,730 $115K 0.01% +19 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $115K 0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $115K 0.01% new Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $113K 0.01% new Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,149 shares; 2025Q3: 12,328 shares; 2025Q4: 12,360 shares 12,360 $109K 0.01% +32 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,755 shares; 2025Q1: 13,901 shares; 2025Q2: 16,088 shares; 2025Q3: 16,392 shares; 2025Q4: 10,472 shares 10,472 $106K 0.01% -5,920 Timeline RMAX RE/MAX HLDGS INC More: the full row for RE/MAX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,419 shares; 2025Q1: 13,419 shares; 2025Q2: 13,419 shares; 2025Q3: 13,419 shares; 2025Q4: 13,419 shares 13,419 $102K <0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,061 shares; 2025Q1: 21,135 shares; 2025Q2: 22,175 shares; 2025Q3: 29,814 shares; 2025Q4: 17,620 shares 17,620 $101K <0.01% -12,194 Timeline CMRC COMMERCE.COM INC More: the full row for COMMERCE.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 23,000 shares 23,000 $94.8K <0.01% +12,000 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,000 shares; 2025Q1: 21,000 shares; 2025Q2: not reported; 2025Q3: 11,700 shares; 2025Q4: 9,500 shares 9,500 $92.7K <0.01% -2,200 Timeline VVOS VIVOS THERAPEUTICS INC More: the full row for VIVOS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 69,531 shares; 2025Q2: 69,531 shares; 2025Q3: 43,531 shares; 2025Q4: 43,531 shares 43,531 $88.4K <0.01% 0 Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,711 shares; 2025Q2: 27,307 shares; 2025Q3: 27,882 shares; 2025Q4: 28,504 shares 28,504 $80.7K <0.01% +622 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,690 shares; 2025Q1: 19,976 shares; 2025Q2: 16,906 shares; 2025Q3: 15,865 shares; 2025Q4: 15,114 shares 15,114 $80.1K <0.01% -751 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,013 shares; 2025Q1: 11,013 shares; 2025Q2: 11,013 shares; 2025Q3: 11,013 shares; 2025Q4: 12,608 shares 12,608 $79.1K <0.01% +1,595 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 1,059 shares; 2025Q4: 900 shares 900 $77K <0.01% -159 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000 $75.6K <0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,779 shares; 2025Q1: 13,823 shares; 2025Q2: 14,935 shares; 2025Q3: 14,983 shares; 2025Q4: 15,031 shares 15,031 $73.1K <0.01% +48 Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,500 shares; 2025Q4: 32,100 shares 32,100 $66.4K <0.01% +8,600 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,300 shares 11,300 $65.9K <0.01% new Timeline PYPD POLYPID LTD More: the full row for POLYPID LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,130 shares 15,130 $65.7K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,847 shares; 2025Q1: 24,982 shares; 2025Q2: 19,837 shares; 2025Q3: 20,038 shares; 2025Q4: 12,997 shares 12,997 $65K <0.01% -7,041 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,064 shares 10,064 $63.4K <0.01% new Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,911 shares; 2025Q4: 11,711 shares 11,711 $59.8K <0.01% -3,200 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,454 shares; 2025Q1: 24,300 shares; 2025Q2: 18,288 shares; 2025Q3: 20,480 shares; 2025Q4: 13,955 shares 13,955 $50.4K <0.01% -6,525 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,100 shares 10,100 $47.7K <0.01% new Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,893 shares; 2025Q1: 28,893 shares; 2025Q2: 31,225 shares; 2025Q3: 23,825 shares; 2025Q4: 21,667 shares 21,667 $47.2K <0.01% -2,158 Timeline CLPR CLIPPER RLTY INC More: the full row for CLIPPER RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,442 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,697 shares; 2025Q4: 11,370 shares 11,370 $43.4K <0.01% -327 Timeline EVEX EVE HLDG INC More: the full row for EVE HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,098 shares; 2025Q3: 10,822 shares; 2025Q4: 10,822 shares 10,822 $43.2K <0.01% 0 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 13,500 shares 13,500 $41K <0.01% +1,500 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $36K <0.01% new Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,207 shares; 2025Q3: not reported; 2025Q4: 10,206 shares 10,206 $32.8K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,584 shares; 2025Q3: 13,584 shares; 2025Q4: 12,034 shares 12,034 $23.7K <0.01% -1,550 Timeline CBUS CIBUS INC More: the full row for CIBUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $17.4K <0.01% 0 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,602 shares; 2025Q1: 12,490 shares; 2025Q2: 12,490 shares; 2025Q3: 12,117 shares; 2025Q4: 12,117 shares 12,117 $15.8K <0.01% 0 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $7.55K <0.01% new Timeline ATCH ATLASCLEAR HOLDINGS INC More: the full row for ATLASCLEAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 20,000 shares 20,000 $5.02K <0.01% +10,000 Timeline PICOCELA INC PICOCELA INC More: the full row for PICOCELA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $3.02K <0.01% 0