ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 64,675 shares; 2025Q3: 68,090 shares; 2025Q4: 39,182 shares 39,182 $636K <0.01% -28,908 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: 134,666 shares; 2024Q4: 126,935 shares; 2025Q1: 122,553 shares; 2025Q2: 127,565 shares; 2025Q3: 123,072 shares; 2025Q4: 119,781 shares 119,781 $635K <0.01% -3,291 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,979 shares; 2024Q4: 50,991 shares; 2025Q1: 48,189 shares; 2025Q2: 47,970 shares; 2025Q3: 49,034 shares; 2025Q4: 49,274 shares 49,274 $635K <0.01% +240 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,905 shares; 2024Q4: 184,226 shares; 2025Q1: 58,700 shares; 2025Q2: 31,715 shares; 2025Q3: 33,190 shares; 2025Q4: 31,258 shares 31,258 $634K <0.01% -1,932 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,318 shares; 2025Q1: 4,372 shares; 2025Q2: 4,405 shares; 2025Q3: 6,369 shares; 2025Q4: 6,702 shares 6,702 $632K <0.01% +333 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,057 shares; 2024Q4: 50,014 shares; 2025Q1: 77,846 shares; 2025Q2: 46,553 shares; 2025Q3: 38,995 shares; 2025Q4: 38,933 shares 38,933 $626K <0.01% -62 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,677 shares; 2025Q1: 4,042 shares; 2025Q2: 5,006 shares; 2025Q3: 5,155 shares; 2025Q4: 5,047 shares 5,047 $625K <0.01% -108 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,090 shares; 2024Q4: 29,731 shares; 2025Q1: 10,168 shares; 2025Q2: 12,750 shares; 2025Q3: 11,876 shares; 2025Q4: 49,984 shares 49,984 $624K <0.01% +38,108 Timeline VFQY 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: 16,885 shares; 2024Q4: 19,555 shares; 2025Q1: 4,099 shares; 2025Q2: 3,838 shares; 2025Q3: 3,820 shares; 2025Q4: 4,063 shares 4,063 $623K <0.01% +243 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 4,645 shares; 2025Q1: 4,614 shares; 2025Q2: 4,384 shares; 2025Q3: 8,239 shares; 2025Q4: 6,482 shares 6,482 $623K <0.01% -1,757 Timeline FLRG 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: 16,535 shares; 2024Q4: 19,307 shares; 2025Q1: 18,911 shares; 2025Q2: 20,218 shares; 2025Q3: 20,220 shares; 2025Q4: 16,406 shares 16,406 $623K <0.01% -3,814 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,227 shares; 2024Q4: 2,008 shares; 2025Q1: 3,574 shares; 2025Q2: 4,116 shares; 2025Q3: 3,554 shares; 2025Q4: 5,685 shares 5,685 $621K <0.01% +2,131 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,035 shares; 2024Q4: 20,035 shares; 2025Q1: 20,035 shares; 2025Q2: 20,035 shares; 2025Q3: 20,035 shares; 2025Q4: 20,035 shares 20,035 $620K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 7,504 shares; 2025Q1: 7,790 shares; 2025Q2: 7,626 shares; 2025Q3: 7,983 shares; 2025Q4: 6,493 shares 6,493 $619K <0.01% -1,490 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,518 shares; 2024Q4: 13,085 shares; 2025Q1: 14,643 shares; 2025Q2: 13,844 shares; 2025Q3: 13,720 shares; 2025Q4: 12,960 shares 12,960 $619K <0.01% -760 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,130 shares; 2024Q4: 28,095 shares; 2025Q1: 14,011 shares; 2025Q2: 13,431 shares; 2025Q3: 15,592 shares; 2025Q4: 16,014 shares 16,014 $618K <0.01% +422 Timeline GRNB 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: 23,716 shares; 2024Q4: 22,189 shares; 2025Q1: 20,682 shares; 2025Q2: 19,196 shares; 2025Q3: 22,320 shares; 2025Q4: 25,344 shares 25,344 $617K <0.01% +3,024 Timeline QQQJ 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: 24,918 shares; 2024Q4: 23,204 shares; 2025Q1: 21,398 shares; 2025Q2: 17,732 shares; 2025Q3: 16,782 shares; 2025Q4: 16,754 shares 16,754 $617K <0.01% -28 Timeline FDEM 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: 14,743 shares; 2024Q4: 15,779 shares; 2025Q1: 17,188 shares; 2025Q2: 17,950 shares; 2025Q3: 20,144 shares; 2025Q4: 19,974 shares 19,974 $617K <0.01% -170 Timeline BYLD 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: 39,382 shares; 2024Q4: 51,261 shares; 2025Q1: 56,420 shares; 2025Q2: 22,487 shares; 2025Q3: 26,303 shares; 2025Q4: 27,035 shares 27,035 $616K <0.01% +732 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,247 shares; 2024Q4: 37,024 shares; 2025Q1: 35,839 shares; 2025Q2: 37,351 shares; 2025Q3: 97,107 shares; 2025Q4: 78,694 shares 78,694 $615K <0.01% -18,413 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 944 shares; 2025Q1: 842 shares; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 2,126 shares 2,126 $614K <0.01% +1,186 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,638 shares; 2025Q3: 31,253 shares; 2025Q4: 115,911 shares 115,911 $614K <0.01% +84,658 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,322 shares; 2025Q1: not reported; 2025Q2: 6,944 shares; 2025Q3: 6,789 shares; 2025Q4: 8,612 shares 8,612 $613K <0.01% +1,823 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: 36,792 shares; 2024Q4: 36,938 shares; 2025Q1: 37,538 shares; 2025Q2: 37,061 shares; 2025Q3: 37,849 shares; 2025Q4: 37,877 shares 37,877 $613K <0.01% +28 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 8,077 shares; 2025Q1: 8,077 shares; 2025Q2: 8,077 shares; 2025Q3: 12,510 shares; 2025Q4: 12,172 shares 12,172 $613K <0.01% -338 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,430 shares; 2025Q1: 5,162 shares; 2025Q2: 6,207 shares; 2025Q3: 6,305 shares; 2025Q4: 6,211 shares 6,211 $612K <0.01% -94 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,546 shares; 2024Q4: 61,140 shares; 2025Q1: 67,337 shares; 2025Q2: 62,492 shares; 2025Q3: 27,203 shares; 2025Q4: 14,770 shares 14,770 $612K <0.01% -12,433 Timeline FLJJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,663 shares; 2024Q4: 44,067 shares; 2025Q1: 56,286 shares; 2025Q2: 21,160 shares; 2025Q3: 19,658 shares; 2025Q4: 19,124 shares 19,124 $612K <0.01% -534 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,393 shares 10,393 $611K <0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,347 shares; 2024Q4: 22,423 shares; 2025Q1: 18,631 shares; 2025Q2: 13,807 shares; 2025Q3: 13,965 shares; 2025Q4: 13,663 shares 13,663 $611K <0.01% -302 Timeline THS TREEHOUSE FOODS INC More: the full row for TREEHOUSE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,017 shares; 2024Q4: 15,681 shares; 2025Q1: 15,537 shares; 2025Q2: 15,594 shares; 2025Q3: 18,810 shares; 2025Q4: 25,907 shares 25,907 $611K <0.01% +7,097 Timeline RTH 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: 1,937 shares; 2024Q4: 2,223 shares; 2025Q1: 2,068 shares; 2025Q2: 2,047 shares; 2025Q3: 2,271 shares; 2025Q4: 2,448 shares 2,448 $611K <0.01% +177 Timeline DVOL 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: not reported; 2024Q4: not reported; 2025Q1: 5,847 shares; 2025Q2: 6,333 shares; 2025Q3: 15,817 shares; 2025Q4: 17,452 shares 17,452 $611K <0.01% +1,635 Timeline TTEQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,508 shares; 2025Q3: 12,296 shares; 2025Q4: 18,689 shares 18,689 $608K <0.01% +6,393 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: 2,648 shares; 2024Q4: 2,838 shares; 2025Q1: 2,483 shares; 2025Q2: 2,444 shares; 2025Q3: 2,371 shares; 2025Q4: 2,533 shares 2,533 $607K <0.01% +162 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,173 shares; 2024Q4: 27,517 shares; 2025Q1: 27,526 shares; 2025Q2: 16,014 shares; 2025Q3: 16,052 shares; 2025Q4: 14,287 shares 14,287 $606K <0.01% -1,765 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,541 shares; 2025Q4: 11,168 shares 11,168 $606K <0.01% +6,627 Timeline NVA NOVA MINERALS LTD More: the full row for NOVA MINERALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,256 shares; 2025Q3: 43,624 shares; 2025Q4: 99,167 shares 99,167 $605K <0.01% +55,543 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,571 shares; 2024Q4: 97,512 shares; 2025Q1: 91,642 shares; 2025Q2: 90,423 shares; 2025Q3: 90,781 shares; 2025Q4: 87,995 shares 87,995 $605K <0.01% -2,786 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,697 shares; 2024Q4: 18,476 shares; 2025Q1: 32,192 shares; 2025Q2: not reported; 2025Q3: 24,562 shares; 2025Q4: 31,488 shares 31,488 $603K <0.01% +6,926 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 8,228 shares; 2025Q1: 8,303 shares; 2025Q2: 8,326 shares; 2025Q3: 8,348 shares; 2025Q4: 8,375 shares 8,375 $603K <0.01% +27 Timeline GYLD ARROW ETF TR More: the full row for ARROW ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,774 shares; 2024Q4: 89,494 shares; 2025Q1: 96,135 shares; 2025Q2: 99,657 shares; 2025Q3: 102,661 shares; 2025Q4: 44,597 shares 44,597 $602K <0.01% -58,064 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,079 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,876 shares; 2025Q3: 74,396 shares; 2025Q4: 71,560 shares 71,560 $600K <0.01% -2,836 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: 18,966 shares; 2025Q2: 41,649 shares; 2025Q3: 72,172 shares; 2025Q4: 57,666 shares 57,666 $599K <0.01% -14,506 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,120 shares; 2025Q1: 5,555 shares; 2025Q2: 6,767 shares; 2025Q3: 6,677 shares; 2025Q4: 6,752 shares 6,752 $599K <0.01% +75 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,642 shares 19,642 $598K <0.01% new Timeline GPZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,803 shares; 2025Q4: 22,008 shares 22,008 $598K <0.01% -4,795 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,482 shares; 2024Q4: 76,955 shares; 2025Q1: 69,389 shares; 2025Q2: 65,942 shares; 2025Q3: 64,334 shares; 2025Q4: 63,117 shares 63,117 $596K <0.01% -1,217 Timeline JXX JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,273 shares 21,273 $596K <0.01% new Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,801 shares 11,801 $595K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,538 shares; 2025Q1: 2,547 shares; 2025Q2: 2,812 shares; 2025Q3: 3,134 shares; 2025Q4: 3,263 shares 3,263 $594K <0.01% +129 Timeline XSEP 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: 19,700 shares; 2024Q4: 25,649 shares; 2025Q1: 16,564 shares; 2025Q2: 16,146 shares; 2025Q3: 14,826 shares; 2025Q4: 14,007 shares 14,007 $594K <0.01% -819 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 8,528 shares; 2025Q1: 8,437 shares; 2025Q2: 8,240 shares; 2025Q3: 8,069 shares; 2025Q4: 6,955 shares 6,955 $593K <0.01% -1,114 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,321 shares; 2024Q4: 71,711 shares; 2025Q1: 76,460 shares; 2025Q2: 76,135 shares; 2025Q3: 80,922 shares; 2025Q4: 75,503 shares 75,503 $593K <0.01% -5,419 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,448 shares; 2024Q4: 31,444 shares; 2025Q1: 30,850 shares; 2025Q2: 18,077 shares; 2025Q3: 18,334 shares; 2025Q4: 19,528 shares 19,528 $593K <0.01% +1,194 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,827 shares; 2024Q4: 21,346 shares; 2025Q1: 28,238 shares; 2025Q2: 30,847 shares; 2025Q3: 36,240 shares; 2025Q4: 43,566 shares 43,566 $592K <0.01% +7,326 Timeline CQQQ 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: not reported; 2024Q4: not reported; 2025Q1: 5,495 shares; 2025Q2: 8,276 shares; 2025Q3: 9,280 shares; 2025Q4: 11,387 shares 11,387 $592K <0.01% +2,107 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,330 shares 15,330 $591K <0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,031 shares; 2024Q4: 10,015 shares; 2025Q1: 9,143 shares; 2025Q2: 9,998 shares; 2025Q3: 13,318 shares; 2025Q4: 11,815 shares 11,815 $590K <0.01% -1,503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,037 shares; 2025Q4: 3,391 shares 3,391 $590K <0.01% +354 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 3,066 shares; 2025Q1: 3,206 shares; 2025Q2: 3,473 shares; 2025Q3: 3,184 shares; 2025Q4: 2,872 shares 2,872 $590K <0.01% -312 Timeline PFI 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: 37,316 shares; 2024Q4: 37,349 shares; 2025Q1: 37,199 shares; 2025Q2: 36,005 shares; 2025Q3: 11,607 shares; 2025Q4: 10,226 shares 10,226 $590K <0.01% -1,381 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,553 shares; 2024Q4: 7,079 shares; 2025Q1: 6,475 shares; 2025Q2: 5,470 shares; 2025Q3: 5,442 shares; 2025Q4: 5,435 shares 5,435 $589K <0.01% -7 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,502 shares; 2025Q2: 6,173 shares; 2025Q3: 7,919 shares; 2025Q4: 9,056 shares 9,056 $588K <0.01% +1,137 Timeline YDEC 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: 43,503 shares; 2024Q4: 43,799 shares; 2025Q1: 34,106 shares; 2025Q2: 23,777 shares; 2025Q3: 20,801 shares; 2025Q4: 22,443 shares 22,443 $588K <0.01% +1,642 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,194 shares 15,194 $587K <0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,556 shares; 2024Q4: 7,720 shares; 2025Q1: 8,328 shares; 2025Q2: 8,062 shares; 2025Q3: 8,538 shares; 2025Q4: 4,219 shares 4,219 $586K <0.01% -4,319 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,114 shares; 2024Q4: 8,119 shares; 2025Q1: 7,857 shares; 2025Q2: 6,884 shares; 2025Q3: 7,461 shares; 2025Q4: 7,437 shares 7,437 $586K <0.01% -24 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 870 shares; 2025Q4: 1,659 shares 1,659 $586K <0.01% +789 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,892 shares; 2025Q4: 5,692 shares 5,692 $586K <0.01% +1,800 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,995 shares; 2024Q4: 1,568 shares; 2025Q1: 1,412 shares; 2025Q2: 1,472 shares; 2025Q3: 1,396 shares; 2025Q4: 1,368 shares 1,368 $585K <0.01% -28 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,109 shares; 2025Q3: 25,158 shares; 2025Q4: 30,258 shares 30,258 $584K <0.01% +5,100 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 6,096 shares; 2025Q1: 5,921 shares; 2025Q2: 6,331 shares; 2025Q3: 6,456 shares; 2025Q4: 6,470 shares 6,470 $582K <0.01% +14 Timeline AIVI 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: not reported; 2024Q4: not reported; 2025Q1: 11,125 shares; 2025Q2: 11,125 shares; 2025Q3: 11,195 shares; 2025Q4: 11,195 shares 11,195 $582K <0.01% 0 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,603 shares; 2025Q3: 22,670 shares; 2025Q4: 22,870 shares 22,870 $581K <0.01% +200 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,369 shares; 2024Q4: 24,093 shares; 2025Q1: 30,693 shares; 2025Q2: 36,659 shares; 2025Q3: 39,528 shares; 2025Q4: 41,316 shares 41,316 $580K <0.01% +1,788 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,315 shares; 2025Q1: 5,957 shares; 2025Q2: 7,331 shares; 2025Q3: 7,488 shares; 2025Q4: 7,145 shares 7,145 $580K <0.01% -343 Timeline NDEC 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: not reported; 2024Q4: 21,061 shares; 2025Q1: 21,061 shares; 2025Q2: 20,375 shares; 2025Q3: 18,882 shares; 2025Q4: 20,862 shares 20,862 $579K <0.01% +1,980 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,390 shares; 2024Q4: 25,398 shares; 2025Q1: 25,555 shares; 2025Q2: 25,634 shares; 2025Q3: 25,872 shares; 2025Q4: 26,251 shares 26,251 $578K <0.01% +379 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,914 shares 32,914 $577K <0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,232 shares; 2024Q4: 15,604 shares; 2025Q1: 14,614 shares; 2025Q2: 12,913 shares; 2025Q3: 12,992 shares; 2025Q4: 11,515 shares 11,515 $576K <0.01% -1,477 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,919 shares; 2024Q4: 302,833 shares; 2025Q1: 369,449 shares; 2025Q2: 373,422 shares; 2025Q3: 424,028 shares; 2025Q4: 414,487 shares 414,487 $576K <0.01% -9,541 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: 14,519 shares; 2024Q4: not reported; 2025Q1: 17,950 shares; 2025Q2: 20,950 shares; 2025Q3: 70,290 shares; 2025Q4: 290,577 shares 290,577 $575K <0.01% +220,287 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 7,653 shares; 2025Q1: 7,288 shares; 2025Q2: 6,995 shares; 2025Q3: 7,009 shares; 2025Q4: 6,601 shares 6,601 $575K <0.01% -408 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,836 shares; 2024Q4: 11,796 shares; 2025Q1: 12,080 shares; 2025Q2: 9,363 shares; 2025Q3: 9,576 shares; 2025Q4: 8,811 shares 8,811 $573K <0.01% -765 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,879 shares; 2024Q4: 11,022 shares; 2025Q1: 8,405 shares; 2025Q2: 7,874 shares; 2025Q3: 7,828 shares; 2025Q4: 6,582 shares 6,582 $572K <0.01% -1,246 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: 12,519 shares; 2024Q4: 12,992 shares; 2025Q1: 10,640 shares; 2025Q2: 10,641 shares; 2025Q3: 10,808 shares; 2025Q4: 10,370 shares 10,370 $571K <0.01% -438 Timeline JSCP 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: 29,830 shares; 2024Q4: 10,797 shares; 2025Q1: 8,980 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,003 shares 12,003 $571K <0.01% new Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,940 shares; 2024Q4: 32,512 shares; 2025Q1: 32,388 shares; 2025Q2: 33,660 shares; 2025Q3: 26,807 shares; 2025Q4: 66,525 shares 66,525 $570K <0.01% +39,718 Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,779 shares; 2025Q3: 22,293 shares; 2025Q4: 14,927 shares 14,927 $570K <0.01% -7,366 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,547 shares 10,547 $568K <0.01% new Timeline SPBO 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: 30,413 shares; 2024Q4: 39,427 shares; 2025Q1: 14,227 shares; 2025Q2: 8,103 shares; 2025Q3: 7,982 shares; 2025Q4: 19,328 shares 19,328 $567K <0.01% +11,346 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 6,400 shares; 2025Q1: 9,407 shares; 2025Q2: 9,481 shares; 2025Q3: 10,903 shares; 2025Q4: 16,008 shares 16,008 $567K <0.01% +5,105 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,581 shares; 2024Q4: not reported; 2025Q1: 6,472 shares; 2025Q2: not reported; 2025Q3: 10,521 shares; 2025Q4: 12,727 shares 12,727 $567K <0.01% +2,206 Timeline QID 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,933 shares 27,933 $564K <0.01% new Timeline SCHQ 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: 30,191 shares; 2024Q4: 24,209 shares; 2025Q1: 19,943 shares; 2025Q2: 13,212 shares; 2025Q3: 10,638 shares; 2025Q4: 17,781 shares 17,781 $564K <0.01% +7,143 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,963 shares; 2025Q1: 7,749 shares; 2025Q2: 8,711 shares; 2025Q3: 8,610 shares; 2025Q4: 8,663 shares 8,663 $563K <0.01% +53 Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,241 shares 192,241 $563K <0.01% new Timeline IDNA 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: 11,338 shares; 2024Q4: 19,041 shares; 2025Q1: 19,797 shares; 2025Q2: 23,030 shares; 2025Q3: 24,964 shares; 2025Q4: 21,494 shares 21,494 $563K <0.01% -3,470 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,143 shares; 2024Q4: 158,334 shares; 2025Q1: 158,693 shares; 2025Q2: 137,647 shares; 2025Q3: 49,418 shares; 2025Q4: 20,914 shares 20,914 $562K <0.01% -28,504 Timeline ZAUG 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: 273,807 shares; 2024Q4: 71,217 shares; 2025Q1: 17,508 shares; 2025Q2: 10,367 shares; 2025Q3: 20,269 shares; 2025Q4: 21,043 shares 21,043 $562K <0.01% +774 Timeline PZG PARAMOUNT GOLD NEV CORP More: the full row for PARAMOUNT GOLD NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,047 shares; 2024Q4: 50,627 shares; 2025Q1: 49,089 shares; 2025Q2: 463,758 shares; 2025Q3: 448,028 shares; 2025Q4: 445,728 shares 445,728 $562K <0.01% -2,300 Timeline DVS DOLLY VARDEN SILVER LTD More: the full row for DOLLY VARDEN SILVER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,191 shares; 2025Q3: 118,534 shares; 2025Q4: 128,280 shares 128,280 $562K <0.01% +9,746 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,516 shares; 2024Q4: 6,248 shares; 2025Q1: 6,738 shares; 2025Q2: 8,322 shares; 2025Q3: 6,597 shares; 2025Q4: 6,973 shares 6,973 $561K <0.01% +376 Timeline OPPJ 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: 21,762 shares; 2024Q4: 22,541 shares; 2025Q1: 11,578 shares; 2025Q2: 11,903 shares; 2025Q3: 12,060 shares; 2025Q4: 12,091 shares 12,091 $561K <0.01% +31 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,143 shares; 2024Q4: 36,114 shares; 2025Q1: 37,649 shares; 2025Q2: 37,483 shares; 2025Q3: 37,916 shares; 2025Q4: 39,148 shares 39,148 $560K <0.01% +1,232 Timeline USG USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,338 shares; 2025Q4: 16,121 shares 16,121 $560K <0.01% +7,783 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,789 shares; 2024Q4: 11,258 shares; 2025Q1: 8,599 shares; 2025Q2: 9,145 shares; 2025Q3: 8,407 shares; 2025Q4: 8,186 shares 8,186 $559K <0.01% -221 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,108 shares; 2024Q4: 9,009 shares; 2025Q1: 8,064 shares; 2025Q2: 7,919 shares; 2025Q3: 7,178 shares; 2025Q4: 7,214 shares 7,214 $558K <0.01% +36 Timeline MMTM 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: not reported; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: 1,948 shares; 2025Q3: 1,971 shares; 2025Q4: 1,911 shares 1,911 $558K <0.01% -60 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: 62,798 shares; 2024Q4: 57,423 shares; 2025Q1: 51,771 shares; 2025Q2: 46,060 shares; 2025Q3: 54,007 shares; 2025Q4: 55,058 shares 55,058 $557K <0.01% +1,051 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,861 shares; 2025Q1: not reported; 2025Q2: 41,993 shares; 2025Q3: 64,304 shares; 2025Q4: 39,108 shares 39,108 $557K <0.01% -25,196 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,939 shares; 2025Q1: 41,622 shares; 2025Q2: 14,556 shares; 2025Q3: not reported; 2025Q4: 14,205 shares 14,205 $557K <0.01% new Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,350 shares; 2025Q1: 4,651 shares; 2025Q2: 4,652 shares; 2025Q3: 4,653 shares; 2025Q4: 4,673 shares 4,673 $557K <0.01% +20 Timeline PTBD 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: 41,493 shares; 2024Q4: 35,930 shares; 2025Q1: 34,771 shares; 2025Q2: 20,345 shares; 2025Q3: 33,669 shares; 2025Q4: 28,687 shares 28,687 $557K <0.01% -4,982 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,449 shares; 2024Q4: 31,391 shares; 2025Q1: 28,563 shares; 2025Q2: 20,505 shares; 2025Q3: 23,322 shares; 2025Q4: 21,448 shares 21,448 $556K <0.01% -1,874 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,764 shares; 2025Q4: 12,107 shares 12,107 $556K <0.01% -53,657 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 4,052 shares; 2025Q1: 2,693 shares; 2025Q2: 2,121 shares; 2025Q3: 1,837 shares; 2025Q4: 3,453 shares 3,453 $555K <0.01% +1,616 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,369 shares; 2024Q4: 30,510 shares; 2025Q1: 28,662 shares; 2025Q2: 27,241 shares; 2025Q3: 25,301 shares; 2025Q4: 23,257 shares 23,257 $555K <0.01% -2,044 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 1,397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: 3,863 shares 3,863 $555K <0.01% +343 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: 64,288 shares; 2024Q4: 43,736 shares; 2025Q1: 49,765 shares; 2025Q2: 47,951 shares; 2025Q3: 46,322 shares; 2025Q4: 51,911 shares 51,911 $555K <0.01% +5,589 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,999 shares; 2024Q4: 49,320 shares; 2025Q1: 57,580 shares; 2025Q2: 52,594 shares; 2025Q3: 51,683 shares; 2025Q4: 50,447 shares 50,447 $555K <0.01% -1,236 Timeline VIXM PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,479 shares; 2025Q2: not reported; 2025Q3: 17,232 shares; 2025Q4: 36,297 shares 36,297 $554K <0.01% +19,065 Timeline SPMB 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: 59,135 shares; 2024Q4: 59,027 shares; 2025Q1: 47,994 shares; 2025Q2: 47,610 shares; 2025Q3: 24,972 shares; 2025Q4: 24,624 shares 24,624 $552K <0.01% -348 Timeline COPJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,211 shares; 2024Q4: 14,151 shares; 2025Q1: 14,818 shares; 2025Q2: 11,956 shares; 2025Q3: 13,666 shares; 2025Q4: 14,042 shares 14,042 $552K <0.01% +376 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: 56,971 shares; 2024Q4: 42,944 shares; 2025Q1: 34,018 shares; 2025Q2: 31,845 shares; 2025Q3: 34,387 shares; 2025Q4: 37,684 shares 37,684 $551K <0.01% +3,297 Timeline JUNM 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: 57,114 shares; 2024Q4: 54,939 shares; 2025Q1: 26,265 shares; 2025Q2: 20,547 shares; 2025Q3: 16,513 shares; 2025Q4: 16,081 shares 16,081 $551K <0.01% -432 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,308 shares 14,308 $550K <0.01% new Timeline XNXNX NUVEEN NY SEL TAX-FR INC More: the full row for NUVEEN NY SEL TAX-FR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,862 shares; 2024Q4: 22,912 shares; 2025Q1: 18,971 shares; 2025Q2: not reported; 2025Q3: 45,971 shares; 2025Q4: 45,525 shares 45,525 $550K <0.01% -446 Timeline DFAW 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: 4,313 shares; 2024Q4: not reported; 2025Q1: 6,618 shares; 2025Q2: not reported; 2025Q3: 3,271 shares; 2025Q4: 7,416 shares 7,416 $549K <0.01% +4,145 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,876 shares; 2024Q4: 22,940 shares; 2025Q1: 20,880 shares; 2025Q2: 19,056 shares; 2025Q3: 22,716 shares; 2025Q4: 18,591 shares 18,591 $548K <0.01% -4,125 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,624 shares; 2024Q4: 25,363 shares; 2025Q1: 27,152 shares; 2025Q2: 24,379 shares; 2025Q3: 26,513 shares; 2025Q4: 21,963 shares 21,963 $548K <0.01% -4,550 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,349 shares; 2024Q4: 19,310 shares; 2025Q1: 14,899 shares; 2025Q2: 13,414 shares; 2025Q3: 15,068 shares; 2025Q4: 23,784 shares 23,784 $548K <0.01% +8,716 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,626 shares; 2024Q4: 6,836 shares; 2025Q1: 6,574 shares; 2025Q2: 15,748 shares; 2025Q3: 15,733 shares; 2025Q4: 15,496 shares 15,496 $547K <0.01% -237 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,015 shares; 2025Q3: not reported; 2025Q4: 7,388 shares 7,388 $547K <0.01% new Timeline GEM 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: 12,735 shares; 2024Q4: 11,290 shares; 2025Q1: 9,917 shares; 2025Q2: 9,714 shares; 2025Q3: 13,163 shares; 2025Q4: 13,113 shares 13,113 $546K <0.01% -50 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,785 shares; 2024Q4: 38,670 shares; 2025Q1: 47,227 shares; 2025Q2: 56,067 shares; 2025Q3: 50,759 shares; 2025Q4: 53,361 shares 53,361 $543K <0.01% +2,602 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,877 shares; 2024Q4: 40,641 shares; 2025Q1: 39,827 shares; 2025Q2: 37,345 shares; 2025Q3: 76,090 shares; 2025Q4: 55,955 shares 55,955 $542K <0.01% -20,135 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,216 shares; 2024Q4: 40,216 shares; 2025Q1: 46,242 shares; 2025Q2: 54,469 shares; 2025Q3: 53,728 shares; 2025Q4: 53,828 shares 53,828 $542K <0.01% +100 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,261 shares; 2025Q1: 2,426 shares; 2025Q2: 2,114 shares; 2025Q3: 3,674 shares; 2025Q4: 3,869 shares 3,869 $541K <0.01% +195 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,100 shares; 2024Q4: 47,134 shares; 2025Q1: 43,162 shares; 2025Q2: 41,356 shares; 2025Q3: 42,216 shares; 2025Q4: 43,929 shares 43,929 $541K <0.01% +1,713 Timeline DEW 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: 4,965 shares; 2024Q4: 5,690 shares; 2025Q1: 5,917 shares; 2025Q2: 6,557 shares; 2025Q3: 6,557 shares; 2025Q4: 8,791 shares 8,791 $541K <0.01% +2,234 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,440 shares; 2025Q1: 12,815 shares; 2025Q2: 14,187 shares; 2025Q3: 16,488 shares; 2025Q4: 21,696 shares 21,696 $540K <0.01% +5,208 AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,242 shares; 2025Q4: 6,319 shares 6,319 $539K <0.01% +1,077 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,131 shares; 2024Q4: 62,835 shares; 2025Q1: 64,845 shares; 2025Q2: 75,364 shares; 2025Q3: 72,312 shares; 2025Q4: 53,759 shares 53,759 $539K <0.01% -18,553 SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 13,633 shares; 2025Q1: 13,641 shares; 2025Q2: 13,895 shares; 2025Q3: 14,193 shares; 2025Q4: 14,570 shares 14,570 $539K <0.01% +377 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,417 shares; 2024Q4: 33,080 shares; 2025Q1: 36,509 shares; 2025Q2: 44,971 shares; 2025Q3: 40,023 shares; 2025Q4: 15,061 shares 15,061 $539K <0.01% -24,962 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,683 shares; 2025Q2: 24,105 shares; 2025Q3: 18,571 shares; 2025Q4: 18,612 shares 18,612 $538K <0.01% +41 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,282 shares; 2024Q4: 31,528 shares; 2025Q1: 32,056 shares; 2025Q2: 31,722 shares; 2025Q3: 29,911 shares; 2025Q4: 7,212 shares 7,212 $537K <0.01% -22,699 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,008 shares; 2024Q4: 19,697 shares; 2025Q1: 23,591 shares; 2025Q2: 23,626 shares; 2025Q3: 22,116 shares; 2025Q4: 20,227 shares 20,227 $537K <0.01% -1,889 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,800 shares; 2025Q3: 361,057 shares; 2025Q4: 363,702 shares 363,702 $536K <0.01% +2,645 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,104 shares; 2024Q4: 39,235 shares; 2025Q1: 51,167 shares; 2025Q2: 49,881 shares; 2025Q3: 52,883 shares; 2025Q4: 48,856 shares 48,856 $536K <0.01% -4,027 Timeline TMFS 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: 38,232 shares; 2024Q4: 39,460 shares; 2025Q1: 39,039 shares; 2025Q2: 41,705 shares; 2025Q3: 44,290 shares; 2025Q4: 15,385 shares 15,385 $536K <0.01% -28,905 Timeline RSPF 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: 6,797 shares; 2024Q4: 6,817 shares; 2025Q1: 6,830 shares; 2025Q2: 5,657 shares; 2025Q3: 6,409 shares; 2025Q4: 6,811 shares 6,811 $535K <0.01% +402 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,245 shares; 2024Q4: 29,164 shares; 2025Q1: 41,728 shares; 2025Q2: 47,357 shares; 2025Q3: 52,521 shares; 2025Q4: 5,764 shares 5,764 $534K <0.01% -46,757 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,450 shares; 2024Q4: 590,591 shares; 2025Q1: 461,107 shares; 2025Q2: 320,881 shares; 2025Q3: 46,696 shares; 2025Q4: 47,887 shares 47,887 $533K <0.01% +1,191 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,748 shares; 2024Q4: 19,895 shares; 2025Q1: 18,448 shares; 2025Q2: 16,761 shares; 2025Q3: 15,820 shares; 2025Q4: 15,860 shares 15,860 $532K <0.01% +40 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,646 shares; 2025Q4: 18,673 shares 18,673 $532K <0.01% +8,027 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,828 shares; 2025Q1: 33,984 shares; 2025Q2: 32,468 shares; 2025Q3: 32,591 shares; 2025Q4: 15,147 shares 15,147 $531K <0.01% -17,444 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,069 shares; 2025Q4: 18,335 shares 18,335 $531K <0.01% +9,266 Timeline FTMH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,928 shares 45,928 $531K <0.01% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,777 shares; 2024Q4: 13,838 shares; 2025Q1: 14,234 shares; 2025Q2: 18,302 shares; 2025Q3: 8,844 shares; 2025Q4: 8,378 shares 8,378 $530K <0.01% -466 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,470 shares; 2025Q3: 8,405 shares; 2025Q4: 7,639 shares 7,639 $530K <0.01% -766 Timeline RDVT RED VIOLET INC More: the full row for RED VIOLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,634 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,296 shares 9,296 $529K <0.01% new Timeline ISCG 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: 27,781 shares; 2024Q4: 11,593 shares; 2025Q1: 11,409 shares; 2025Q2: 11,149 shares; 2025Q3: 10,065 shares; 2025Q4: 9,526 shares 9,526 $528K <0.01% -539 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,640 shares; 2025Q1: 1,359 shares; 2025Q2: 1,529 shares; 2025Q3: 1,968 shares; 2025Q4: 1,920 shares 1,920 $528K <0.01% -48 Timeline IYLD 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: 26,400 shares; 2024Q4: 25,746 shares; 2025Q1: 25,762 shares; 2025Q2: 25,772 shares; 2025Q3: 22,640 shares; 2025Q4: 24,660 shares 24,660 $528K <0.01% +2,020 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,001 shares; 2024Q4: 18,732 shares; 2025Q1: 17,203 shares; 2025Q2: 15,614 shares; 2025Q3: 19,216 shares; 2025Q4: 19,432 shares 19,432 $526K <0.01% +216 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: not reported; 2025Q1: 3,826 shares; 2025Q2: 3,337 shares; 2025Q3: 3,887 shares; 2025Q4: 4,200 shares 4,200 $526K <0.01% +313 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 7,772 shares; 2025Q1: 6,860 shares; 2025Q2: 8,475 shares; 2025Q3: 4,900 shares; 2025Q4: 4,245 shares 4,245 $525K <0.01% -655 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,720 shares; 2024Q4: 118,585 shares; 2025Q1: 118,585 shares; 2025Q2: 121,315 shares; 2025Q3: 121,204 shares; 2025Q4: 126,019 shares 126,019 $524K <0.01% +4,815 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,226 shares; 2024Q4: 10,639 shares; 2025Q1: 8,509 shares; 2025Q2: 8,011 shares; 2025Q3: 8,853 shares; 2025Q4: 11,043 shares 11,043 $523K <0.01% +2,190 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,654 shares; 2025Q1: 4,656 shares; 2025Q2: 4,658 shares; 2025Q3: 9,898 shares; 2025Q4: 10,375 shares 10,375 $523K <0.01% +477 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 13,489 shares; 2025Q1: 11,507 shares; 2025Q2: 10,263 shares; 2025Q3: 9,907 shares; 2025Q4: 6,552 shares 6,552 $523K <0.01% -3,355 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,438 shares; 2025Q3: 8,899 shares; 2025Q4: 11,089 shares 11,089 $523K <0.01% +2,190 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,996 shares; 2025Q2: 16,996 shares; 2025Q3: 18,210 shares; 2025Q4: 17,612 shares 17,612 $522K <0.01% -598 Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,391 shares; 2025Q4: 19,947 shares 19,947 $522K <0.01% +7,556 Timeline ZJAN 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: not reported; 2024Q4: not reported; 2025Q1: 16,704 shares; 2025Q2: 25,444 shares; 2025Q3: 25,817 shares; 2025Q4: 19,097 shares 19,097 $522K <0.01% -6,720 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,007 shares; 2025Q4: 71,125 shares 71,125 $521K <0.01% -7,882 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,773 shares; 2024Q4: 217,050 shares; 2025Q1: 163,879 shares; 2025Q2: 163,666 shares; 2025Q3: 158,342 shares; 2025Q4: 126,252 shares 126,252 $521K <0.01% -32,090 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,108 shares; 2024Q4: 14,733 shares; 2025Q1: 12,152 shares; 2025Q2: 12,192 shares; 2025Q3: 50,536 shares; 2025Q4: 15,004 shares 15,004 $521K <0.01% -35,532 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,679 shares; 2025Q1: 1,691 shares; 2025Q2: 3,910 shares; 2025Q3: 2,282 shares; 2025Q4: 2,269 shares 2,269 $520K <0.01% -13 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 719 shares; 2025Q4: 2,963 shares 2,963 $520K <0.01% +2,244 Timeline GRVY GRAVITY CO LTD More: the full row for GRAVITY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,097 shares; 2025Q1: 6,742 shares; 2025Q2: 6,742 shares; 2025Q3: 6,970 shares; 2025Q4: 8,984 shares 8,984 $520K <0.01% +2,014 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,630 shares; 2024Q4: 16,701 shares; 2025Q1: 10,951 shares; 2025Q2: 11,015 shares; 2025Q3: 10,557 shares; 2025Q4: 10,686 shares 10,686 $518K <0.01% +129 Timeline AGZ 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: 5,070 shares; 2024Q4: 4,847 shares; 2025Q1: 4,886 shares; 2025Q2: 4,821 shares; 2025Q3: 4,619 shares; 2025Q4: 4,693 shares 4,693 $517K <0.01% +74 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,599 shares; 2024Q4: 38,967 shares; 2025Q1: 38,193 shares; 2025Q2: 51,136 shares; 2025Q3: 49,054 shares; 2025Q4: 44,059 shares 44,059 $517K <0.01% -4,995 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,448 shares 21,448 $517K <0.01% new Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,591 shares; 2025Q4: 17,550 shares 17,550 $517K <0.01% +8,959 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: not reported; 2025Q1: 6,030 shares; 2025Q2: 97,980 shares; 2025Q3: 10,677 shares; 2025Q4: 17,994 shares 17,994 $516K <0.01% +7,317 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,740 shares; 2024Q4: 11,352 shares; 2025Q1: 11,070 shares; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 9,823 shares 9,823 $516K <0.01% -107 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,113 shares; 2025Q1: 7,088 shares; 2025Q2: 15,607 shares; 2025Q3: 15,429 shares; 2025Q4: 15,429 shares 15,429 $515K <0.01% 0 Timeline EYLD 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: not reported; 2024Q4: 20,261 shares; 2025Q1: 21,093 shares; 2025Q2: 12,361 shares; 2025Q3: 13,406 shares; 2025Q4: 13,449 shares 13,449 $515K <0.01% +43 Timeline METV 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: 27,959 shares; 2024Q4: 30,595 shares; 2025Q1: 26,278 shares; 2025Q2: 25,389 shares; 2025Q3: 25,824 shares; 2025Q4: 27,367 shares 27,367 $514K <0.01% +1,543 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 8,595 shares; 2025Q1: 8,575 shares; 2025Q2: 8,318 shares; 2025Q3: 9,953 shares; 2025Q4: 16,646 shares 16,646 $514K <0.01% +6,693 Timeline FTXH 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: not reported; 2024Q4: 13,904 shares; 2025Q1: 16,567 shares; 2025Q2: 16,986 shares; 2025Q3: 15,273 shares; 2025Q4: 15,616 shares 15,616 $514K <0.01% +343 Timeline BMAY 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: 29,126 shares; 2024Q4: 28,048 shares; 2025Q1: 28,048 shares; 2025Q2: 14,338 shares; 2025Q3: 14,223 shares; 2025Q4: 11,423 shares 11,423 $512K <0.01% -2,800 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,256 shares; 2024Q4: 15,675 shares; 2025Q1: 15,722 shares; 2025Q2: 15,328 shares; 2025Q3: 14,407 shares; 2025Q4: 12,562 shares 12,562 $512K <0.01% -1,845 Timeline PXH 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: 11,015 shares; 2024Q4: 15,132 shares; 2025Q1: 16,288 shares; 2025Q2: 22,121 shares; 2025Q3: 16,517 shares; 2025Q4: 19,743 shares 19,743 $510K <0.01% +3,226 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,395 shares; 2024Q4: 396,279 shares; 2025Q1: 61,807 shares; 2025Q2: 30,625 shares; 2025Q3: 29,097 shares; 2025Q4: 29,626 shares 29,626 $509K <0.01% +529 Timeline CNRG 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: 6,002 shares; 2024Q4: 5,716 shares; 2025Q1: 5,848 shares; 2025Q2: 5,752 shares; 2025Q3: 5,613 shares; 2025Q4: 5,687 shares 5,687 $509K <0.01% +74 Timeline PBD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,659 shares 31,659 $509K <0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,696 shares; 2024Q4: 7,275 shares; 2025Q1: 6,985 shares; 2025Q2: 6,917 shares; 2025Q3: 7,186 shares; 2025Q4: 6,511 shares 6,511 $508K <0.01% -675 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,993 shares; 2025Q1: 4,243 shares; 2025Q2: 4,493 shares; 2025Q3: 4,479 shares; 2025Q4: 3,188 shares 3,188 $508K <0.01% -1,291 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,349 shares; 2024Q4: 41,123 shares; 2025Q1: 40,828 shares; 2025Q2: 24,584 shares; 2025Q3: 44,372 shares; 2025Q4: 37,435 shares 37,435 $508K <0.01% -6,937 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,340 shares; 2025Q4: 9,959 shares 9,959 $508K <0.01% +5,619 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 8,039 shares; 2025Q1: 8,419 shares; 2025Q2: 8,419 shares; 2025Q3: 8,419 shares; 2025Q4: 10,878 shares 10,878 $507K <0.01% +2,459 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,061 shares; 2024Q4: 2,881 shares; 2025Q1: 2,765 shares; 2025Q2: 2,639 shares; 2025Q3: 3,481 shares; 2025Q4: 3,550 shares 3,550 $506K <0.01% +69 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 9,014 shares; 2025Q1: 9,014 shares; 2025Q2: 9,025 shares; 2025Q3: 9,074 shares; 2025Q4: 6,498 shares 6,498 $506K <0.01% -2,576 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,769 shares; 2025Q4: 9,810 shares 9,810 $505K <0.01% +41 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,225 shares; 2025Q1: 2,731 shares; 2025Q2: 3,459 shares; 2025Q3: 2,746 shares; 2025Q4: 2,886 shares 2,886 $503K <0.01% +140 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,366 shares; 2024Q4: 43,465 shares; 2025Q1: 33,239 shares; 2025Q2: 33,281 shares; 2025Q3: 42,165 shares; 2025Q4: 42,678 shares 42,678 $503K <0.01% +513 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 8,324 shares; 2025Q1: 8,034 shares; 2025Q2: 10,053 shares; 2025Q3: 10,360 shares; 2025Q4: 9,712 shares 9,712 $502K <0.01% -648 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,735 shares; 2024Q4: 17,136 shares; 2025Q1: 15,187 shares; 2025Q2: 18,179 shares; 2025Q3: 17,662 shares; 2025Q4: 17,306 shares 17,306 $502K <0.01% -356 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 15,108 shares; 2025Q3: 14,648 shares; 2025Q4: 12,067 shares 12,067 $502K <0.01% -2,581 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,004 shares; 2025Q3: 10,644 shares; 2025Q4: 10,687 shares 10,687 $500K <0.01% +43 Timeline SNSR 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: 25,837 shares; 2024Q4: 25,202 shares; 2025Q1: 20,148 shares; 2025Q2: 20,147 shares; 2025Q3: 13,993 shares; 2025Q4: 13,527 shares 13,527 $500K <0.01% -466 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: 9,561 shares; 2024Q4: 7,031 shares; 2025Q1: 6,876 shares; 2025Q2: 7,007 shares; 2025Q3: 7,050 shares; 2025Q4: 7,416 shares 7,416 $499K <0.01% +366 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,729 shares 2,729 $498K <0.01% new Timeline EWP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,535 shares; 2025Q4: 9,246 shares 9,246 $498K <0.01% +1,711 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,972 shares; 2025Q4: 17,266 shares 17,266 $498K <0.01% -9,706 Timeline MORT 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: 400,797 shares; 2024Q4: 404,121 shares; 2025Q1: 415,300 shares; 2025Q2: 44,858 shares; 2025Q3: 67,810 shares; 2025Q4: 47,381 shares 47,381 $498K <0.01% -20,429 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,356 shares; 2024Q4: 55,039 shares; 2025Q1: 55,039 shares; 2025Q2: 51,367 shares; 2025Q3: 53,331 shares; 2025Q4: 55,905 shares 55,905 $498K <0.01% +2,574 Timeline COMT 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: 24,251 shares; 2024Q4: 24,257 shares; 2025Q1: 23,067 shares; 2025Q2: 19,236 shares; 2025Q3: 19,449 shares; 2025Q4: 19,983 shares 19,983 $497K <0.01% +534 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 19,552 shares; 2025Q1: 30,721 shares; 2025Q2: 22,705 shares; 2025Q3: 22,219 shares; 2025Q4: 21,019 shares 21,019 $497K <0.01% -1,200 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,335 shares; 2024Q4: 40,448 shares; 2025Q1: 31,173 shares; 2025Q2: 20,728 shares; 2025Q3: 26,548 shares; 2025Q4: 20,706 shares 20,706 $496K <0.01% -5,842 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,729 shares; 2025Q3: 15,548 shares; 2025Q4: 23,003 shares 23,003 $495K <0.01% +7,455 Timeline GGME 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: not reported; 2024Q4: not reported; 2025Q1: 8,319 shares; 2025Q2: 7,259 shares; 2025Q3: 7,705 shares; 2025Q4: 8,309 shares 8,309 $495K <0.01% +604 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,267 shares; 2024Q4: 175,675 shares; 2025Q1: 175,447 shares; 2025Q2: 175,447 shares; 2025Q3: 201,399 shares; 2025Q4: 210,833 shares 210,833 $495K <0.01% +9,434 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,686 shares; 2024Q4: 6,192 shares; 2025Q1: 5,681 shares; 2025Q2: 21,956 shares; 2025Q3: 5,726 shares; 2025Q4: 5,853 shares 5,853 $493K <0.01% +127 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: 48,498 shares; 2024Q4: 48,864 shares; 2025Q1: 44,673 shares; 2025Q2: 41,978 shares; 2025Q3: 40,977 shares; 2025Q4: 40,378 shares 40,378 $493K <0.01% -599 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,975 shares; 2024Q4: 57,533 shares; 2025Q1: 59,300 shares; 2025Q2: 74,350 shares; 2025Q3: 78,542 shares; 2025Q4: 89,116 shares 89,116 $493K <0.01% +10,574 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,897 shares 8,897 $493K <0.01% new Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,677 shares; 2024Q4: 39,380 shares; 2025Q1: 88,172 shares; 2025Q2: 52,310 shares; 2025Q3: 48,545 shares; 2025Q4: 39,991 shares 39,991 $492K <0.01% -8,554 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,274 shares; 2024Q4: 106,565 shares; 2025Q1: 33,584 shares; 2025Q2: 24,011 shares; 2025Q3: 27,720 shares; 2025Q4: 26,558 shares 26,558 $492K <0.01% -1,162 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,754 shares; 2025Q1: 1,791 shares; 2025Q2: 1,776 shares; 2025Q3: 1,791 shares; 2025Q4: 1,713 shares 1,713 $491K <0.01% -78 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,471 shares; 2025Q1: 6,202 shares; 2025Q2: 6,945 shares; 2025Q3: 7,656 shares; 2025Q4: 7,468 shares 7,468 $491K <0.01% -188 Timeline PICK 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: 48,835 shares; 2024Q4: 45,653 shares; 2025Q1: 45,653 shares; 2025Q2: 14,112 shares; 2025Q3: 11,032 shares; 2025Q4: 9,565 shares 9,565 $491K <0.01% -1,467 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,138 shares; 2025Q3: 2,249 shares; 2025Q4: 2,253 shares 2,253 $490K <0.01% +4 Timeline SPDV 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: 14,025 shares; 2024Q4: 14,013 shares; 2025Q1: 14,423 shares; 2025Q2: 14,047 shares; 2025Q3: 14,010 shares; 2025Q4: 14,149 shares 14,149 $490K <0.01% +139 Timeline XISE 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: 15,269 shares; 2024Q4: 16,684 shares; 2025Q1: 16,469 shares; 2025Q2: 17,755 shares; 2025Q3: 17,755 shares; 2025Q4: 16,019 shares 16,019 $487K <0.01% -1,736 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,170 shares; 2025Q3: 12,355 shares; 2025Q4: 21,786 shares 21,786 $485K <0.01% +9,431 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,928 shares 14,928 $484K <0.01% new Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,236 shares 15,236 $483K <0.01% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,193 shares; 2025Q1: 4,943 shares; 2025Q2: 4,490 shares; 2025Q3: 4,622 shares; 2025Q4: 4,139 shares 4,139 $483K <0.01% -483 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,326 shares; 2025Q4: 16,490 shares 16,490 $483K <0.01% -3,836 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,489 shares; 2025Q4: 18,781 shares 18,781 $483K <0.01% +292 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,881 shares; 2024Q4: 40,501 shares; 2025Q1: 41,031 shares; 2025Q2: 42,614 shares; 2025Q3: 40,142 shares; 2025Q4: 36,423 shares 36,423 $482K <0.01% -3,719 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: 43,480 shares; 2024Q4: 48,382 shares; 2025Q1: 61,460 shares; 2025Q2: 37,497 shares; 2025Q3: 33,026 shares; 2025Q4: 31,540 shares 31,540 $481K <0.01% -1,486 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,563 shares; 2024Q4: 132,799 shares; 2025Q1: 132,848 shares; 2025Q2: 120,676 shares; 2025Q3: 43,181 shares; 2025Q4: 17,966 shares 17,966 $481K <0.01% -25,215 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,811 shares; 2024Q4: 63,992 shares; 2025Q1: 68,252 shares; 2025Q2: 36,997 shares; 2025Q3: 160,520 shares; 2025Q4: 135,764 shares 135,764 $481K <0.01% -24,756 Timeline EPRF 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: 30,772 shares; 2024Q4: 30,563 shares; 2025Q1: 26,922 shares; 2025Q2: 26,890 shares; 2025Q3: 26,757 shares; 2025Q4: 27,363 shares 27,363 $481K <0.01% +606 Timeline XOEX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,138 shares 13,138 $481K <0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,318 shares; 2024Q4: 7,915 shares; 2025Q1: 7,642 shares; 2025Q2: 10,245 shares; 2025Q3: 10,158 shares; 2025Q4: 8,229 shares 8,229 $480K <0.01% -1,929 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,967 shares; 2024Q4: 28,626 shares; 2025Q1: 27,770 shares; 2025Q2: 54,298 shares; 2025Q3: 48,292 shares; 2025Q4: 45,949 shares 45,949 $480K <0.01% -2,343 FTXN 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: 40,311 shares; 2024Q4: 53,791 shares; 2025Q1: 48,389 shares; 2025Q2: 23,726 shares; 2025Q3: 17,941 shares; 2025Q4: 17,191 shares 17,191 $480K <0.01% -750 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 5,052 shares; 2025Q1: 4,640 shares; 2025Q2: 5,052 shares; 2025Q3: 5,049 shares; 2025Q4: 4,855 shares 4,855 $479K <0.01% -194 Timeline KAUG 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: 21,717 shares; 2024Q4: 21,667 shares; 2025Q1: 13,485 shares; 2025Q2: 11,418 shares; 2025Q3: 17,792 shares; 2025Q4: 18,070 shares 18,070 $479K <0.01% +278 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,064 shares; 2024Q4: 119,353 shares; 2025Q1: 188,530 shares; 2025Q2: 132,075 shares; 2025Q3: 152,101 shares; 2025Q4: 106,002 shares 106,002 $478K <0.01% -46,099 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,709 shares; 2024Q4: 63,261 shares; 2025Q1: 73,951 shares; 2025Q2: 49,069 shares; 2025Q3: 59,199 shares; 2025Q4: 48,590 shares 48,590 $477K <0.01% -10,609 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,388 shares; 2024Q4: 11,203 shares; 2025Q1: 8,375 shares; 2025Q2: 11,420 shares; 2025Q3: 11,535 shares; 2025Q4: 11,345 shares 11,345 $476K <0.01% -190 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,380 shares; 2024Q4: 44,725 shares; 2025Q1: 45,228 shares; 2025Q2: 45,838 shares; 2025Q3: 42,514 shares; 2025Q4: 37,483 shares 37,483 $476K <0.01% -5,031 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,625 shares 45,625 $476K <0.01% new Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,670 shares; 2024Q4: 9,214 shares; 2025Q1: 8,973 shares; 2025Q2: 8,958 shares; 2025Q3: 8,959 shares; 2025Q4: 8,893 shares 8,893 $475K <0.01% -66 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,875 shares; 2025Q3: 54,353 shares; 2025Q4: 191,568 shares 191,568 $475K <0.01% +137,215 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,115 shares; 2024Q4: 11,042 shares; 2025Q1: not reported; 2025Q2: 10,310 shares; 2025Q3: not reported; 2025Q4: 26,636 shares 26,636 $475K <0.01% new Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,499 shares; 2025Q1: 6,079 shares; 2025Q2: 5,600 shares; 2025Q3: 6,000 shares; 2025Q4: 6,066 shares 6,066 $475K <0.01% +66 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: 10,913 shares; 2025Q1: 10,484 shares; 2025Q2: 13,179 shares; 2025Q3: 13,068 shares; 2025Q4: 11,475 shares 11,475 $475K <0.01% -1,593 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares 2,745 $474K <0.01% new Timeline EPOL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,862 shares; 2025Q4: 13,471 shares 13,471 $474K <0.01% +5,609 Timeline ITDJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,152 shares 16,152 $472K <0.01% new 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: 1,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 1,816 shares 1,816 $471K <0.01% +80 Timeline DFSU 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: not reported; 2024Q4: not reported; 2025Q1: 9,223 shares; 2025Q2: 39,725 shares; 2025Q3: 9,200 shares; 2025Q4: 10,853 shares 10,853 $471K <0.01% +1,653 Timeline EJUL 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: 8,819 shares; 2024Q4: 11,809 shares; 2025Q1: 12,027 shares; 2025Q2: 16,437 shares; 2025Q3: 14,736 shares; 2025Q4: 15,883 shares 15,883 $471K <0.01% +1,147 Timeline AVIV 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: 4,242 shares; 2024Q4: not reported; 2025Q1: 3,725 shares; 2025Q2: 4,425 shares; 2025Q3: 4,434 shares; 2025Q4: 6,603 shares 6,603 $470K <0.01% +2,169 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,027 shares; 2024Q4: 9,704 shares; 2025Q1: 11,733 shares; 2025Q2: 11,615 shares; 2025Q3: 11,527 shares; 2025Q4: 12,030 shares 12,030 $470K <0.01% +503 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,434 shares; 2025Q3: 10,535 shares; 2025Q4: 14,154 shares 14,154 $470K <0.01% +3,619 Timeline LEGR 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: 9,447 shares; 2024Q4: 8,490 shares; 2025Q1: 7,996 shares; 2025Q2: 7,452 shares; 2025Q3: 7,777 shares; 2025Q4: 7,904 shares 7,904 $470K <0.01% +127 Timeline KORP 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: 8,668 shares; 2024Q4: 9,281 shares; 2025Q1: 10,225 shares; 2025Q2: 10,093 shares; 2025Q3: 8,059 shares; 2025Q4: 9,953 shares 9,953 $470K <0.01% +1,894 Timeline ALTL 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: 25,151 shares; 2024Q4: 20,294 shares; 2025Q1: 16,844 shares; 2025Q2: 15,241 shares; 2025Q3: 12,390 shares; 2025Q4: 10,952 shares 10,952 $470K <0.01% -1,438 Timeline IMTM 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: 6,219 shares; 2024Q4: 6,119 shares; 2025Q1: 10,091 shares; 2025Q2: 7,819 shares; 2025Q3: 8,444 shares; 2025Q4: 9,750 shares 9,750 $468K <0.01% +1,306 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,336 shares; 2025Q3: not reported; 2025Q4: 6,347 shares 6,347 $468K <0.01% new Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,834 shares; 2024Q4: 22,422 shares; 2025Q1: 21,010 shares; 2025Q2: 21,175 shares; 2025Q3: 21,052 shares; 2025Q4: 20,958 shares 20,958 $468K <0.01% -94 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,046 shares 7,046 $468K <0.01% new Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,478 shares 12,478 $468K <0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,995 shares; 2024Q4: 26,256 shares; 2025Q1: 25,166 shares; 2025Q2: 23,642 shares; 2025Q3: 26,118 shares; 2025Q4: 19,563 shares 19,563 $467K <0.01% -6,555 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,100 shares; 2025Q3: 29,100 shares; 2025Q4: 38,459 shares 38,459 $467K <0.01% +9,359 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,670 shares; 2024Q4: 10,202 shares; 2025Q1: not reported; 2025Q2: 9,817 shares; 2025Q3: 12,960 shares; 2025Q4: 10,559 shares 10,559 $466K <0.01% -2,401 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: 30,758 shares; 2024Q4: 30,225 shares; 2025Q1: 25,555 shares; 2025Q2: 30,157 shares; 2025Q3: 24,058 shares; 2025Q4: 35,322 shares 35,322 $466K <0.01% +11,264 Timeline ZDEK 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: not reported; 2024Q4: 26,627 shares; 2025Q1: 19,951 shares; 2025Q2: 18,697 shares; 2025Q3: 16,511 shares; 2025Q4: 18,103 shares 18,103 $466K <0.01% +1,592 Timeline IBUY 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: 6,610 shares; 2024Q4: 6,195 shares; 2025Q1: 6,520 shares; 2025Q2: 5,906 shares; 2025Q3: 5,904 shares; 2025Q4: 6,259 shares 6,259 $466K <0.01% +355 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,827 shares; 2024Q4: 47,085 shares; 2025Q1: 49,336 shares; 2025Q2: 49,258 shares; 2025Q3: 49,559 shares; 2025Q4: 42,279 shares 42,279 $465K <0.01% -7,280 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: 2,729 shares; 2024Q4: 2,856 shares; 2025Q1: 2,986 shares; 2025Q2: 2,412 shares; 2025Q3: 1,900 shares; 2025Q4: 1,223 shares 1,223 $465K <0.01% -677 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,442 shares; 2024Q4: 45,787 shares; 2025Q1: 46,673 shares; 2025Q2: 68,075 shares; 2025Q3: 61,485 shares; 2025Q4: 59,325 shares 59,325 $465K <0.01% -2,160 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 8,066 shares; 2025Q1: 7,935 shares; 2025Q2: 10,161 shares; 2025Q3: 25,707 shares; 2025Q4: 11,286 shares 11,286 $464K <0.01% -14,421 Timeline FCLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,630 shares 15,630 $464K <0.01% new Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,790 shares; 2024Q4: 431,123 shares; 2025Q1: 439,581 shares; 2025Q2: 70,212 shares; 2025Q3: 23,587 shares; 2025Q4: 23,106 shares 23,106 $464K <0.01% -481 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,705 shares 12,705 $463K <0.01% new Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,389 shares; 2024Q4: 60,058 shares; 2025Q1: 57,981 shares; 2025Q2: 59,845 shares; 2025Q3: 57,536 shares; 2025Q4: 40,981 shares 40,981 $463K <0.01% -16,555 Timeline BINV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,766 shares; 2025Q4: 11,543 shares 11,543 $463K <0.01% +4,777 Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,469 shares 12,469 $463K <0.01% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 985 shares; 2025Q2: 3,214 shares; 2025Q3: 3,238 shares; 2025Q4: 549 shares 549 $462K <0.01% -2,689 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,686 shares; 2024Q4: 51,325 shares; 2025Q1: 13,612 shares; 2025Q2: 10,842 shares; 2025Q3: 14,096 shares; 2025Q4: 13,889 shares 13,889 $462K <0.01% -207 Timeline WCLD 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: 18,939 shares; 2024Q4: 16,165 shares; 2025Q1: 16,208 shares; 2025Q2: 14,717 shares; 2025Q3: 13,666 shares; 2025Q4: 13,191 shares 13,191 $462K <0.01% -475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,529 shares; 2025Q4: 4,182 shares 4,182 $461K <0.01% -347 Timeline CMBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,852 shares; 2025Q3: not reported; 2025Q4: 9,373 shares 9,373 $460K <0.01% new Timeline ILTB 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: 11,535 shares; 2024Q4: 10,378 shares; 2025Q1: 9,666 shares; 2025Q2: 9,231 shares; 2025Q3: 9,354 shares; 2025Q4: 9,232 shares 9,232 $459K <0.01% -122 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,485 shares; 2025Q1: 3,065 shares; 2025Q2: 3,645 shares; 2025Q3: 2,676 shares; 2025Q4: 2,761 shares 2,761 $458K <0.01% +85 Timeline EIPX 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: not reported; 2024Q4: 14,791 shares; 2025Q1: 14,695 shares; 2025Q2: 14,609 shares; 2025Q3: 17,196 shares; 2025Q4: 17,312 shares 17,312 $458K <0.01% +116 Timeline RSPM 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: 16,994 shares; 2024Q4: 15,292 shares; 2025Q1: 16,943 shares; 2025Q2: 13,757 shares; 2025Q3: 16,857 shares; 2025Q4: 13,421 shares 13,421 $457K <0.01% -3,436 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 7,633 shares; 2025Q1: 7,745 shares; 2025Q2: 7,732 shares; 2025Q3: 7,668 shares; 2025Q4: 7,188 shares 7,188 $456K <0.01% -480 Timeline XITK 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: not reported; 2024Q4: 2,769 shares; 2025Q1: 3,280 shares; 2025Q2: 3,179 shares; 2025Q3: 3,229 shares; 2025Q4: 2,554 shares 2,554 $456K <0.01% -675 Timeline JXI 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: 3,275 shares; 2024Q4: 3,278 shares; 2025Q1: not reported; 2025Q2: 3,455 shares; 2025Q3: 3,249 shares; 2025Q4: 5,791 shares 5,791 $455K <0.01% +2,542 Timeline WWR WESTWATER RES INC More: the full row for WESTWATER RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,770 shares; 2025Q2: 311,260 shares; 2025Q3: 577,290 shares; 2025Q4: 606,117 shares 606,117 $455K <0.01% +28,827 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,969 shares 5,969 $454K <0.01% new Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: 13,898 shares; 2025Q1: 18,264 shares; 2025Q2: 18,524 shares; 2025Q3: 18,216 shares; 2025Q4: 17,513 shares 17,513 $454K <0.01% -703 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,711 shares; 2025Q1: 11,428 shares; 2025Q2: 10,629 shares; 2025Q3: 13,147 shares; 2025Q4: 12,605 shares 12,605 $453K <0.01% -542 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,141 shares; 2024Q4: 120,955 shares; 2025Q1: 168,009 shares; 2025Q2: 94,813 shares; 2025Q3: 99,653 shares; 2025Q4: 58,173 shares 58,173 $453K <0.01% -41,480 Timeline FMET 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,437 shares; 2025Q3: 45,044 shares; 2025Q4: 12,565 shares 12,565 $453K <0.01% -32,479 Timeline FAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,044 shares; 2025Q4: 10,974 shares 10,974 $451K <0.01% +3,930 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 9,482 shares 9,482 $451K <0.01% +3,982 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 10,961 shares; 2025Q1: 5,667 shares; 2025Q2: 5,810 shares; 2025Q3: 5,485 shares; 2025Q4: 5,830 shares 5,830 $450K <0.01% +345 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,957 shares; 2025Q1: 2,617 shares; 2025Q2: 1,944 shares; 2025Q3: 1,610 shares; 2025Q4: 1,323 shares 1,323 $449K <0.01% -287 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,139 shares; 2025Q2: 4,858 shares; 2025Q3: 5,546 shares; 2025Q4: 5,888 shares 5,888 $449K <0.01% +342 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 4,784 shares; 2025Q1: 4,263 shares; 2025Q2: 5,807 shares; 2025Q3: 5,808 shares; 2025Q4: 6,919 shares 6,919 $449K <0.01% +1,111 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,627 shares; 2024Q4: 20,707 shares; 2025Q1: 14,816 shares; 2025Q2: 14,269 shares; 2025Q3: 14,401 shares; 2025Q4: 9,957 shares 9,957 $449K <0.01% -4,444 Timeline DJIA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,115 shares; 2025Q3: 15,635 shares; 2025Q4: 20,392 shares 20,392 $449K <0.01% +4,757 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 9,420 shares; 2025Q1: 9,500 shares; 2025Q2: 11,525 shares; 2025Q3: 12,400 shares; 2025Q4: 11,921 shares 11,921 $448K <0.01% -479 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 8,350 shares; 2025Q1: 8,359 shares; 2025Q2: 7,904 shares; 2025Q3: 9,207 shares; 2025Q4: 9,956 shares 9,956 $445K <0.01% +749 Timeline LVDS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,323 shares; 2025Q4: 8,963 shares 8,963 $445K <0.01% -3,360 Timeline ZAPR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,941 shares; 2025Q3: 15,334 shares; 2025Q4: 17,269 shares 17,269 $445K <0.01% +1,935 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,378 shares; 2024Q4: 14,473 shares; 2025Q1: 13,043 shares; 2025Q2: 11,936 shares; 2025Q3: 11,764 shares; 2025Q4: 11,289 shares 11,289 $444K <0.01% -475 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,797 shares; 2025Q1: 1,731 shares; 2025Q2: 1,906 shares; 2025Q3: 1,986 shares; 2025Q4: 2,035 shares 2,035 $444K <0.01% +49 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,462 shares; 2025Q1: 2,459 shares; 2025Q2: 3,190 shares; 2025Q3: 2,558 shares; 2025Q4: 2,670 shares 2,670 $444K <0.01% +112 Timeline DOL 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: not reported; 2024Q4: not reported; 2025Q1: 13,887 shares; 2025Q2: 22,058 shares; 2025Q3: 6,347 shares; 2025Q4: 6,746 shares 6,746 $444K <0.01% +399 Timeline ARKX 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: not reported; 2024Q4: 11,656 shares; 2025Q1: 11,003 shares; 2025Q2: 10,572 shares; 2025Q3: 12,081 shares; 2025Q4: 15,330 shares 15,330 $444K <0.01% +3,249 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,340 shares; 2024Q4: 27,890 shares; 2025Q1: 27,890 shares; 2025Q2: 27,899 shares; 2025Q3: 29,027 shares; 2025Q4: 29,018 shares 29,018 $443K <0.01% -9 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,423 shares; 2024Q4: 24,643 shares; 2025Q1: 23,999 shares; 2025Q2: 21,447 shares; 2025Q3: 19,704 shares; 2025Q4: 19,179 shares 19,179 $443K <0.01% -525 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,698 shares; 2024Q4: 26,605 shares; 2025Q1: 24,114 shares; 2025Q2: 20,731 shares; 2025Q3: 19,882 shares; 2025Q4: 18,731 shares 18,731 $442K <0.01% -1,151 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,127 shares; 2024Q4: 29,542 shares; 2025Q1: 30,510 shares; 2025Q2: 30,376 shares; 2025Q3: 32,774 shares; 2025Q4: 34,604 shares 34,604 $442K <0.01% +1,830 Timeline AVLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,613 shares 5,613 $441K <0.01% new Timeline SEPQ 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: 9,201 shares; 2024Q4: 8,677 shares; 2025Q1: not reported; 2025Q2: 8,608 shares; 2025Q3: 11,648 shares; 2025Q4: 17,408 shares 17,408 $441K <0.01% +5,760 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,106 shares; 2024Q4: 13,704 shares; 2025Q1: 13,711 shares; 2025Q2: 6,968 shares; 2025Q3: 7,370 shares; 2025Q4: 8,371 shares 8,371 $439K <0.01% +1,001 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,424 shares; 2025Q1: 2,894 shares; 2025Q2: 3,816 shares; 2025Q3: 6,735 shares; 2025Q4: 5,352 shares 5,352 $439K <0.01% -1,383 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,214 shares; 2024Q4: 23,678 shares; 2025Q1: 23,900 shares; 2025Q2: 24,114 shares; 2025Q3: 24,322 shares; 2025Q4: 31,874 shares 31,874 $439K <0.01% +7,552 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,815 shares; 2024Q4: 19,984 shares; 2025Q1: 20,653 shares; 2025Q2: 21,739 shares; 2025Q3: 22,658 shares; 2025Q4: 23,037 shares 23,037 $439K <0.01% +379 Timeline CPBI CENTRAL PLAINS BANCSHARES IN More: the full row for CENTRAL PLAINS BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,210 shares; 2024Q4: 23,903 shares; 2025Q1: 23,903 shares; 2025Q2: 24,703 shares; 2025Q3: 24,810 shares; 2025Q4: 25,930 shares 25,930 $439K <0.01% +1,120 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,386 shares; 2025Q1: 2,421 shares; 2025Q2: 1,531 shares; 2025Q3: 3,448 shares; 2025Q4: 1,317 shares 1,317 $438K <0.01% -2,131 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: 3,580 shares; 2024Q4: 3,793 shares; 2025Q1: 3,968 shares; 2025Q2: 3,364 shares; 2025Q3: 3,402 shares; 2025Q4: 3,291 shares 3,291 $438K <0.01% -111 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,757 shares; 2024Q4: 95,294 shares; 2025Q1: 118,767 shares; 2025Q2: 82,310 shares; 2025Q3: 72,773 shares; 2025Q4: 41,771 shares 41,771 $438K <0.01% -31,002 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,470 shares; 2024Q4: 33,210 shares; 2025Q1: 34,830 shares; 2025Q2: 34,830 shares; 2025Q3: 34,830 shares; 2025Q4: 27,492 shares 27,492 $438K <0.01% -7,338 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: 83,132 shares; 2024Q4: 85,323 shares; 2025Q1: 89,746 shares; 2025Q2: 100,131 shares; 2025Q3: 84,543 shares; 2025Q4: 75,945 shares 75,945 $437K <0.01% -8,598 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,700 shares; 2025Q2: 16,324 shares; 2025Q3: 27,114 shares; 2025Q4: 18,950 shares 18,950 $437K <0.01% -8,164 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,346 shares; 2024Q4: 24,200 shares; 2025Q1: 25,343 shares; 2025Q2: 4,548 shares; 2025Q3: 6,446 shares; 2025Q4: 9,592 shares 9,592 $437K <0.01% +3,146 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,975 shares; 2025Q2: 17,975 shares; 2025Q3: 19,086 shares; 2025Q4: 19,103 shares 19,103 $436K <0.01% +17 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,877 shares; 2025Q1: 7,106 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,367 shares 8,367 $435K <0.01% new Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,454 shares; 2024Q4: 45,397 shares; 2025Q1: 42,833 shares; 2025Q2: 42,755 shares; 2025Q3: 38,541 shares; 2025Q4: 34,574 shares 34,574 $435K <0.01% -3,967 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,838 shares; 2025Q1: 48,103 shares; 2025Q2: 36,191 shares; 2025Q3: 35,818 shares; 2025Q4: 25,716 shares 25,716 $435K <0.01% -10,102 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,826 shares; 2024Q4: 69,505 shares; 2025Q1: 67,177 shares; 2025Q2: 33,802 shares; 2025Q3: 29,512 shares; 2025Q4: 47,630 shares 47,630 $435K <0.01% +18,118 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,260 shares; 2024Q4: 18,488 shares; 2025Q1: 18,774 shares; 2025Q2: 17,979 shares; 2025Q3: 15,732 shares; 2025Q4: 14,362 shares 14,362 $434K <0.01% -1,370 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,711 shares; 2024Q4: 6,972 shares; 2025Q1: 7,016 shares; 2025Q2: 7,016 shares; 2025Q3: 7,016 shares; 2025Q4: 7,382 shares 7,382 $434K <0.01% +366 Timeline TMVE THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,720 shares 28,720 $434K <0.01% new Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,490 shares; 2024Q4: 225,490 shares; 2025Q1: 196,076 shares; 2025Q2: 104,562 shares; 2025Q3: 102,381 shares; 2025Q4: 90,261 shares 90,261 $433K <0.01% -12,120 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,901 shares 6,901 $431K <0.01% new Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,770 shares; 2024Q4: 14,908 shares; 2025Q1: 14,409 shares; 2025Q2: 14,476 shares; 2025Q3: 13,967 shares; 2025Q4: 13,189 shares 13,189 $431K <0.01% -778 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,150 shares; 2024Q4: 35,651 shares; 2025Q1: 39,726 shares; 2025Q2: 23,560 shares; 2025Q3: 127,013 shares; 2025Q4: 46,670 shares 46,670 $430K <0.01% -80,343 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,938 shares; 2024Q4: 31,379 shares; 2025Q1: 26,547 shares; 2025Q2: 26,462 shares; 2025Q3: 27,059 shares; 2025Q4: 11,061 shares 11,061 $430K <0.01% -15,998 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,688 shares; 2024Q4: 23,264 shares; 2025Q1: 22,234 shares; 2025Q2: 22,235 shares; 2025Q3: 22,235 shares; 2025Q4: 22,236 shares 22,236 $430K <0.01% +1 Timeline SEPM 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: 10,030 shares; 2024Q4: 10,363 shares; 2025Q1: 10,345 shares; 2025Q2: 10,345 shares; 2025Q3: 13,460 shares; 2025Q4: 13,530 shares 13,530 $430K <0.01% +70 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,170 shares; 2025Q3: 16,734 shares; 2025Q4: 21,318 shares 21,318 $429K <0.01% +4,584 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,320 shares 9,320 $428K <0.01% new Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,288 shares; 2024Q4: 28,988 shares; 2025Q1: 28,988 shares; 2025Q2: 37,388 shares; 2025Q3: 37,888 shares; 2025Q4: 42,468 shares 42,468 $428K <0.01% +4,580 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,438 shares; 2025Q4: 8,846 shares 8,846 $428K <0.01% +3,408 Timeline FFTY 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: 21,310 shares; 2024Q4: 30,196 shares; 2025Q1: 13,913 shares; 2025Q2: 13,657 shares; 2025Q3: 13,643 shares; 2025Q4: 12,304 shares 12,304 $428K <0.01% -1,339 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,372 shares; 2025Q1: 1,241 shares; 2025Q2: 1,362 shares; 2025Q3: 1,699 shares; 2025Q4: 1,299 shares 1,299 $427K <0.01% -400 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,145 shares; 2025Q3: 4,493 shares; 2025Q4: 5,847 shares 5,847 $427K <0.01% +1,354 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,000 shares; 2024Q4: 44,856 shares; 2025Q1: 84,475 shares; 2025Q2: 62,931 shares; 2025Q3: 52,163 shares; 2025Q4: 54,930 shares 54,930 $427K <0.01% +2,767 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,185 shares; 2025Q1: 2,194 shares; 2025Q2: 2,214 shares; 2025Q3: 2,247 shares; 2025Q4: 2,469 shares 2,469 $427K <0.01% +222 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,530 shares; 2024Q4: 13,610 shares; 2025Q1: 13,462 shares; 2025Q2: 8,362 shares; 2025Q3: 9,771 shares; 2025Q4: 8,488 shares 8,488 $427K <0.01% -1,283 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: 21,418 shares; 2024Q4: not reported; 2025Q1: 5,150 shares; 2025Q2: 7,222 shares; 2025Q3: 13,162 shares; 2025Q4: 6,144 shares 6,144 $426K <0.01% -7,018 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,267 shares; 2025Q4: 8,457 shares 8,457 $426K <0.01% +190 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,176 shares; 2025Q2: 30,093 shares; 2025Q3: 29,091 shares; 2025Q4: 28,121 shares 28,121 $426K <0.01% -970 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,615 shares; 2024Q4: 24,242 shares; 2025Q1: 24,382 shares; 2025Q2: 22,610 shares; 2025Q3: 22,704 shares; 2025Q4: 22,234 shares 22,234 $425K <0.01% -470 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,264 shares; 2025Q3: 4,581 shares; 2025Q4: 4,334 shares 4,334 $425K <0.01% -247 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,058 shares; 2025Q3: 9,660 shares; 2025Q4: 13,294 shares 13,294 $425K <0.01% +3,634 Timeline NURE NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,916 shares; 2024Q4: 36,617 shares; 2025Q1: 36,257 shares; 2025Q2: 23,658 shares; 2025Q3: 21,963 shares; 2025Q4: 15,096 shares 15,096 $425K <0.01% -6,867 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 5,011 shares; 2025Q1: 4,972 shares; 2025Q2: 5,002 shares; 2025Q3: 5,258 shares; 2025Q4: 5,123 shares 5,123 $424K <0.01% -135 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,533 shares; 2025Q2: 104,152 shares; 2025Q3: 14,770 shares; 2025Q4: 25,649 shares 25,649 $423K <0.01% +10,879 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,215 shares 8,215 $423K <0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 2,196 shares; 2025Q1: 2,356 shares; 2025Q2: 2,323 shares; 2025Q3: 2,130 shares; 2025Q4: 3,396 shares 3,396 $421K <0.01% +1,266 Timeline MOO 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: 4,611 shares; 2024Q4: 4,466 shares; 2025Q1: 4,665 shares; 2025Q2: 4,992 shares; 2025Q3: 5,021 shares; 2025Q4: 5,789 shares 5,789 $421K <0.01% +768 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,840 shares; 2025Q3: 15,908 shares; 2025Q4: 20,263 shares 20,263 $421K <0.01% +4,355 Timeline AFK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,969 shares; 2025Q4: 15,744 shares 15,744 $421K <0.01% +1,775 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 2,981 shares; 2025Q1: 4,240 shares; 2025Q2: 2,486 shares; 2025Q3: 2,858 shares; 2025Q4: 2,588 shares 2,588 $420K <0.01% -270 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 2,648 shares; 2025Q1: 2,280 shares; 2025Q2: 2,218 shares; 2025Q3: 2,430 shares; 2025Q4: 1,658 shares 1,658 $418K <0.01% -772 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares; 2025Q4: 4,021 shares 4,021 $417K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 963 shares; 2025Q1: 703 shares; 2025Q2: 629 shares; 2025Q3: 815 shares; 2025Q4: 814 shares 814 $416K <0.01% -1 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $416K <0.01% new Timeline UOCT 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: 8,840 shares; 2024Q4: 6,405 shares; 2025Q1: not reported; 2025Q2: 5,645 shares; 2025Q3: 6,668 shares; 2025Q4: 10,659 shares 10,659 $416K <0.01% +3,991 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,229 shares; 2025Q4: 28,449 shares 28,449 $416K <0.01% -5,780 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,185 shares; 2024Q4: 45,798 shares; 2025Q1: 44,806 shares; 2025Q2: 44,338 shares; 2025Q3: 37,503 shares; 2025Q4: 30,145 shares 30,145 $414K <0.01% -7,358 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,375 shares; 2024Q4: 55,036 shares; 2025Q1: 46,927 shares; 2025Q2: 35,716 shares; 2025Q3: 36,579 shares; 2025Q4: 36,646 shares 36,646 $414K <0.01% +67 Timeline PZT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,747 shares; 2025Q4: 18,573 shares 18,573 $414K <0.01% +826 Timeline ATRA ATARA BIOTHERAPEUTICS INC More: the full row for ATARA BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,109 shares; 2025Q4: 22,864 shares 22,864 $414K <0.01% +5,755 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,715 shares; 2025Q1: 2,629 shares; 2025Q2: 3,793 shares; 2025Q3: 5,488 shares; 2025Q4: 4,596 shares 4,596 $413K <0.01% -892 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,507 shares; 2024Q4: 50,502 shares; 2025Q1: 50,219 shares; 2025Q2: 38,411 shares; 2025Q3: 38,924 shares; 2025Q4: 39,642 shares 39,642 $413K <0.01% +718 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,494 shares; 2024Q4: 20,508 shares; 2025Q1: 20,508 shares; 2025Q2: 39,062 shares; 2025Q3: 37,481 shares; 2025Q4: 37,307 shares 37,307 $413K <0.01% -174 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,197 shares; 2024Q4: 52,244 shares; 2025Q1: 49,686 shares; 2025Q2: 51,013 shares; 2025Q3: 48,270 shares; 2025Q4: 42,805 shares 42,805 $413K <0.01% -5,465 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,220 shares 14,220 $413K <0.01% new Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,282 shares; 2025Q1: 11,942 shares; 2025Q2: 22,610 shares; 2025Q3: 31,442 shares; 2025Q4: 28,677 shares 28,677 $412K <0.01% -2,765 Timeline KIE 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: 9,486 shares; 2024Q4: 9,595 shares; 2025Q1: 9,149 shares; 2025Q2: 7,573 shares; 2025Q3: 6,681 shares; 2025Q4: 6,855 shares 6,855 $412K <0.01% +174 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: 16,261 shares; 2024Q4: 17,626 shares; 2025Q1: 15,639 shares; 2025Q2: 13,529 shares; 2025Q3: 13,782 shares; 2025Q4: 8,585 shares 8,585 $411K <0.01% -5,197 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: 28,159 shares; 2024Q4: 24,757 shares; 2025Q1: 24,181 shares; 2025Q2: 30,018 shares; 2025Q3: 16,119 shares; 2025Q4: 17,930 shares 17,930 $411K <0.01% +1,811 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,297 shares 15,297 $411K <0.01% new Timeline SPFF 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: 33,212 shares; 2024Q4: 33,908 shares; 2025Q1: 28,959 shares; 2025Q2: 29,574 shares; 2025Q3: 27,686 shares; 2025Q4: 44,019 shares 44,019 $410K <0.01% +16,333 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,586 shares; 2024Q4: 37,901 shares; 2025Q1: 37,363 shares; 2025Q2: 26,577 shares; 2025Q3: 26,572 shares; 2025Q4: 26,701 shares 26,701 $408K <0.01% +129 Timeline HYBX TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,557 shares; 2025Q1: 16,181 shares; 2025Q2: 16,206 shares; 2025Q3: 13,824 shares; 2025Q4: 13,643 shares 13,643 $408K <0.01% -181 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,552 shares; 2025Q1: 20,250 shares; 2025Q2: 25,129 shares; 2025Q3: 26,404 shares; 2025Q4: 27,718 shares 27,718 $408K <0.01% +1,314 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 10,227 shares; 2025Q1: 12,872 shares; 2025Q2: 11,321 shares; 2025Q3: 11,404 shares; 2025Q4: 29,328 shares 29,328 $407K <0.01% +17,924 Timeline IVOV 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: 3,826 shares; 2024Q4: 3,907 shares; 2025Q1: 3,278 shares; 2025Q2: 3,150 shares; 2025Q3: 3,842 shares; 2025Q4: 4,019 shares 4,019 $406K <0.01% +177 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,954 shares; 2025Q1: 2,047 shares; 2025Q2: 2,092 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares 2,077 $406K <0.01% 0 Timeline DEHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,305 shares; 2025Q4: 12,589 shares 12,589 $406K <0.01% +1,284 Timeline JFLX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,731 shares; 2025Q4: 8,069 shares 8,069 $405K <0.01% +2,338 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,571 shares; 2024Q4: 21,629 shares; 2025Q1: 22,626 shares; 2025Q2: 23,926 shares; 2025Q3: 24,141 shares; 2025Q4: 22,073 shares 22,073 $405K <0.01% -2,068 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,058 shares; 2025Q1: 4,077 shares; 2025Q2: 3,253 shares; 2025Q3: 3,443 shares; 2025Q4: 2,734 shares 2,734 $403K <0.01% -709 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: 158 shares; 2024Q4: 163 shares; 2025Q1: 190 shares; 2025Q2: 205 shares; 2025Q3: 185 shares; 2025Q4: 188 shares 188 $403K <0.01% +3 Timeline MSML 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: 8,609 shares; 2024Q4: 7,922 shares; 2025Q1: 7,975 shares; 2025Q2: 8,765 shares; 2025Q3: 8,111 shares; 2025Q4: 6,201 shares 6,201 $403K <0.01% -1,910 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,209 shares 8,209 $402K <0.01% new Timeline SPPP 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: 14,258 shares; 2024Q4: 12,234 shares; 2025Q1: 12,382 shares; 2025Q2: 13,899 shares; 2025Q3: 21,229 shares; 2025Q4: 23,887 shares 23,887 $402K <0.01% +2,658 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,577 shares; 2025Q1: 3,613 shares; 2025Q2: 3,624 shares; 2025Q3: 2,288 shares; 2025Q4: 2,303 shares 2,303 $401K <0.01% +15 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,525 shares; 2024Q4: 20,527 shares; 2025Q1: 44,524 shares; 2025Q2: 20,728 shares; 2025Q3: 15,295 shares; 2025Q4: 13,884 shares 13,884 $401K <0.01% -1,411 Timeline KARS KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 12,079 shares; 2025Q1: 14,182 shares; 2025Q2: 13,863 shares; 2025Q3: 13,222 shares; 2025Q4: 13,126 shares 13,126 $401K <0.01% -96 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,026 shares; 2025Q4: 29,851 shares 29,851 $400K <0.01% -2,175 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: 16,898 shares; 2024Q4: 19,148 shares; 2025Q1: 29,707 shares; 2025Q2: 32,157 shares; 2025Q3: 39,974 shares; 2025Q4: 33,812 shares 33,812 $397K <0.01% -6,162 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,584 shares; 2025Q2: 13,978 shares; 2025Q3: 15,072 shares; 2025Q4: 22,443 shares 22,443 $397K <0.01% +7,371 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 2,828 shares; 2025Q1: 2,160 shares; 2025Q2: 1,373 shares; 2025Q3: 1,344 shares; 2025Q4: 1,167 shares 1,167 $397K <0.01% -177 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,717 shares; 2024Q4: 51,605 shares; 2025Q1: 47,858 shares; 2025Q2: 44,662 shares; 2025Q3: 58,385 shares; 2025Q4: 45,439 shares 45,439 $397K <0.01% -12,946 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,680 shares; 2024Q4: 45,982 shares; 2025Q1: 40,275 shares; 2025Q2: 41,226 shares; 2025Q3: 41,386 shares; 2025Q4: 47,596 shares 47,596 $397K <0.01% +6,210 Timeline DEED 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: 17,567 shares; 2024Q4: 18,280 shares; 2025Q1: 19,098 shares; 2025Q2: 19,948 shares; 2025Q3: 20,466 shares; 2025Q4: 18,386 shares 18,386 $397K <0.01% -2,080 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,300 shares; 2024Q4: 557,056 shares; 2025Q1: 536,356 shares; 2025Q2: 104,138 shares; 2025Q3: 105,709 shares; 2025Q4: 107,250 shares 107,250 $397K <0.01% +1,541 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,134 shares; 2025Q3: not reported; 2025Q4: 6,663 shares 6,663 $396K <0.01% new 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: 2,518 shares; 2024Q4: 1,947 shares; 2025Q1: 1,885 shares; 2025Q2: 1,445 shares; 2025Q3: 1,753 shares; 2025Q4: 1,529 shares 1,529 $395K <0.01% -224 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 5,296 shares; 2025Q1: 5,153 shares; 2025Q2: 4,819 shares; 2025Q3: 4,593 shares; 2025Q4: 3,909 shares 3,909 $394K <0.01% -684 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,525 shares; 2025Q4: 13,786 shares 13,786 $394K <0.01% +2,261 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,273 shares; 2025Q3: 6,273 shares; 2025Q4: 6,273 shares 6,273 $392K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,389 shares; 2024Q4: 13,419 shares; 2025Q1: 29,721 shares; 2025Q2: 13,566 shares; 2025Q3: 12,616 shares; 2025Q4: 11,143 shares 11,143 $392K <0.01% -1,473 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,300 shares; 2025Q1: 7,674 shares; 2025Q2: 9,789 shares; 2025Q3: 9,947 shares; 2025Q4: 10,050 shares 10,050 $392K <0.01% +103 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,472 shares; 2025Q1: 5,958 shares; 2025Q2: 9,343 shares; 2025Q3: 9,301 shares; 2025Q4: 10,158 shares 10,158 $391K <0.01% +857 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,133 shares; 2025Q4: 13,120 shares 13,120 $391K <0.01% +3,987 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: 52,366 shares; 2024Q4: 50,340 shares; 2025Q1: 15,096 shares; 2025Q2: 13,841 shares; 2025Q3: 13,070 shares; 2025Q4: 9,785 shares 9,785 $391K <0.01% -3,285 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,244 shares; 2025Q2: 16,096 shares; 2025Q3: 16,264 shares; 2025Q4: 16,439 shares 16,439 $391K <0.01% +175 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 2,108 shares; 2025Q1: 2,075 shares; 2025Q2: 2,343 shares; 2025Q3: 2,300 shares; 2025Q4: 2,239 shares 2,239 $390K <0.01% -61 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,382 shares; 2024Q4: 25,675 shares; 2025Q1: 25,868 shares; 2025Q2: 37,889 shares; 2025Q3: 39,903 shares; 2025Q4: 40,073 shares 40,073 $390K <0.01% +170 Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,000 shares; 2025Q2: 40,000 shares; 2025Q3: 48,023 shares; 2025Q4: 56,031 shares 56,031 $389K <0.01% +8,008 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,787 shares; 2024Q4: 26,208 shares; 2025Q1: 19,335 shares; 2025Q2: 20,643 shares; 2025Q3: 26,558 shares; 2025Q4: 21,479 shares 21,479 $388K <0.01% -5,079 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,635 shares; 2024Q4: 8,877 shares; 2025Q1: 8,741 shares; 2025Q2: 7,326 shares; 2025Q3: 7,700 shares; 2025Q4: 7,821 shares 7,821 $388K <0.01% +121 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,960 shares; 2024Q4: 71,326 shares; 2025Q1: 73,111 shares; 2025Q2: 68,569 shares; 2025Q3: 63,078 shares; 2025Q4: 59,867 shares 59,867 $387K <0.01% -3,211 Timeline TJAN 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: not reported; 2024Q4: not reported; 2025Q1: 14,568 shares; 2025Q2: 15,157 shares; 2025Q3: 15,157 shares; 2025Q4: 14,176 shares 14,176 $387K <0.01% -981 Timeline MCHI 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: 13,676 shares; 2024Q4: 11,274 shares; 2025Q1: 10,751 shares; 2025Q2: 10,054 shares; 2025Q3: 7,811 shares; 2025Q4: 6,421 shares 6,421 $386K <0.01% -1,390 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,283 shares; 2024Q4: 8,710 shares; 2025Q1: 7,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,846 shares 3,846 $386K <0.01% new Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,182 shares 7,182 $386K <0.01% new Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,622 shares; 2025Q3: 6,392 shares; 2025Q4: 9,152 shares 9,152 $385K <0.01% +2,760 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: not reported; 2025Q2: 996 shares; 2025Q3: 893 shares; 2025Q4: 987 shares 987 $384K <0.01% +94 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,056 shares; 2024Q4: 15,865 shares; 2025Q1: 18,957 shares; 2025Q2: 16,934 shares; 2025Q3: 15,325 shares; 2025Q4: 9,481 shares 9,481 $383K <0.01% -5,844 Timeline BUFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,240 shares 17,240 $383K <0.01% new Timeline AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,633 shares; 2024Q4: 20,911 shares; 2025Q1: 22,803 shares; 2025Q2: not reported; 2025Q3: 11,256 shares; 2025Q4: 28,847 shares 28,847 $383K <0.01% +17,591 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 13,118 shares; 2025Q1: 18,188 shares; 2025Q2: 10,319 shares; 2025Q3: 10,979 shares; 2025Q4: 11,906 shares 11,906 $382K <0.01% +927 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,470 shares; 2025Q4: 8,238 shares 8,238 $382K <0.01% +2,768 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,382 shares; 2025Q4: 10,077 shares 10,077 $382K <0.01% +3,695 Timeline AGGS HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,272 shares; 2025Q4: 9,272 shares 9,272 $382K <0.01% 0 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,226 shares; 2025Q4: 3,776 shares 3,776 $381K <0.01% +1,550 Timeline BPRN PRINCETON BANCORP INC More: the full row for PRINCETON BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,490 shares; 2024Q4: 10,574 shares; 2025Q1: 10,672 shares; 2025Q2: 10,774 shares; 2025Q3: 10,868 shares; 2025Q4: 10,980 shares 10,980 $381K <0.01% +112 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,989 shares; 2025Q1: 29,070 shares; 2025Q2: 27,296 shares; 2025Q3: 13,681 shares; 2025Q4: 13,213 shares 13,213 $381K <0.01% -468 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,369 shares; 2025Q4: 8,964 shares 8,964 $380K <0.01% +595 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 6,733 shares; 2025Q1: 6,056 shares; 2025Q2: 6,418 shares; 2025Q3: 5,719 shares; 2025Q4: 5,027 shares 5,027 $380K <0.01% -692 Timeline GAL 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: 8,955 shares; 2024Q4: 8,522 shares; 2025Q1: 8,524 shares; 2025Q2: 8,136 shares; 2025Q3: 8,275 shares; 2025Q4: 7,691 shares 7,691 $380K <0.01% -584 Timeline AJUL 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: 12,784 shares; 2024Q4: 12,784 shares; 2025Q1: 11,984 shares; 2025Q2: 12,884 shares; 2025Q3: 13,063 shares; 2025Q4: 13,063 shares 13,063 $380K <0.01% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,520 shares; 2024Q4: 22,649 shares; 2025Q1: 21,733 shares; 2025Q2: 24,994 shares; 2025Q3: 25,122 shares; 2025Q4: 24,502 shares 24,502 $379K <0.01% -620 Timeline ICOP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,554 shares 8,554 $379K <0.01% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 9,187 shares; 2025Q1: 4,140 shares; 2025Q2: 5,373 shares; 2025Q3: 5,627 shares; 2025Q4: 6,107 shares 6,107 $378K <0.01% +480 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,907 shares 11,907 $377K <0.01% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 2,736 shares; 2025Q1: 9,390 shares; 2025Q2: 7,699 shares; 2025Q3: 2,795 shares; 2025Q4: 2,460 shares 2,460 $377K <0.01% -335 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,972 shares; 2025Q1: 1,939 shares; 2025Q2: 1,875 shares; 2025Q3: 1,905 shares; 2025Q4: 2,055 shares 2,055 $376K <0.01% +150 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: 33,116 shares; 2024Q4: 29,009 shares; 2025Q1: 22,239 shares; 2025Q2: 22,901 shares; 2025Q3: 48,884 shares; 2025Q4: 19,422 shares 19,422 $376K <0.01% -29,462 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,630 shares; 2025Q3: 4,620 shares; 2025Q4: 4,755 shares 4,755 $375K <0.01% +135 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,146 shares 6,146 $375K <0.01% new Timeline EEMA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,552 shares; 2025Q4: 3,981 shares 3,981 $374K <0.01% +429 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,180 shares; 2025Q1: 3,181 shares; 2025Q2: 9,776 shares; 2025Q3: 3,147 shares; 2025Q4: 3,479 shares 3,479 $373K <0.01% +332 Timeline ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,007 shares 22,007 $373K <0.01% new Timeline ISPY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,647 shares; 2025Q4: 8,154 shares 8,154 $372K <0.01% +2,507 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,467 shares; 2024Q4: 43,512 shares; 2025Q1: 39,340 shares; 2025Q2: 39,348 shares; 2025Q3: 163,668 shares; 2025Q4: 41,191 shares 41,191 $372K <0.01% -122,477 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,421 shares; 2024Q4: 86,347 shares; 2025Q1: 85,716 shares; 2025Q2: 176,604 shares; 2025Q3: 178,389 shares; 2025Q4: 181,587 shares 181,587 $372K <0.01% +3,198 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,965 shares; 2024Q4: 20,327 shares; 2025Q1: 11,715 shares; 2025Q2: not reported; 2025Q3: 10,531 shares; 2025Q4: 4,350 shares 4,350 $372K <0.01% -6,181 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,455 shares 14,455 $371K <0.01% new Timeline GIGB 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: 8,855 shares; 2024Q4: 7,979 shares; 2025Q1: 7,760 shares; 2025Q2: 12,915 shares; 2025Q3: 10,645 shares; 2025Q4: 7,994 shares 7,994 $370K <0.01% -2,651 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,248 shares; 2024Q4: 16,398 shares; 2025Q1: 18,898 shares; 2025Q2: 17,548 shares; 2025Q3: 16,807 shares; 2025Q4: 16,393 shares 16,393 $370K <0.01% -414 Timeline EPP 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: 148,537 shares; 2024Q4: 132,144 shares; 2025Q1: 36,570 shares; 2025Q2: 10,246 shares; 2025Q3: 7,543 shares; 2025Q4: 7,313 shares 7,313 $369K <0.01% -230 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,692 shares; 2024Q4: 28,215 shares; 2025Q1: 27,842 shares; 2025Q2: 42,469 shares; 2025Q3: 39,752 shares; 2025Q4: 39,657 shares 39,657 $369K <0.01% -95 Timeline SFEB 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: 13,194 shares; 2024Q4: 14,745 shares; 2025Q1: 13,491 shares; 2025Q2: 18,235 shares; 2025Q3: 17,206 shares; 2025Q4: 15,706 shares 15,706 $369K <0.01% -1,500 Timeline