USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 989 shares; 2024Q2: 430 shares; 2024Q3: 687 shares; 2024Q4: 4,663 shares; 2025Q1: 1,981 shares 1,981 $69.9K <0.01% -2,682 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 705 shares; 2024Q3: 615 shares; 2024Q4: 581 shares; 2025Q1: 367 shares 367 $69.9K <0.01% -214 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 810 shares; 2024Q2: 3,033 shares; 2024Q3: 3,256 shares; 2024Q4: 2,234 shares; 2025Q1: 3,066 shares 3,066 $69.8K <0.01% +832 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,040 shares; 2024Q2: 2,188 shares; 2024Q3: 2,142 shares; 2024Q4: 2,142 shares; 2025Q1: 2,669 shares 2,669 $69.7K <0.01% +527 Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares 30,000 $69.6K <0.01% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,207 shares; 2024Q2: 1,125 shares; 2024Q3: 1,060 shares; 2024Q4: 1,000 shares; 2025Q1: 1,601 shares 1,601 $69K <0.01% +601 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,265 shares; 2024Q2: 6,332 shares; 2024Q3: 6,394 shares; 2024Q4: 6,266 shares; 2025Q1: 6,570 shares 6,570 $68.9K <0.01% +304 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 472 shares; 2024Q2: 398 shares; 2024Q3: 237 shares; 2024Q4: 116 shares; 2025Q1: 248 shares 248 $68.8K <0.01% +132 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,447 shares; 2024Q2: 1,579 shares; 2024Q3: 2,187 shares; 2024Q4: 3,776 shares; 2025Q1: 2,827 shares 2,827 $68.7K <0.01% -949 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 992 shares; 2024Q2: 1,125 shares; 2024Q3: 10,679 shares; 2024Q4: 557 shares; 2025Q1: 581 shares 581 $68.7K <0.01% +24 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,332 shares; 2024Q2: 2,711 shares; 2024Q3: 6,937 shares; 2024Q4: 1,198 shares; 2025Q1: 2,025 shares 2,025 $68.6K <0.01% +827 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 899 shares; 2024Q2: 914 shares; 2024Q3: 1,085 shares; 2024Q4: 937 shares; 2025Q1: 950 shares 950 $68.6K <0.01% +13 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 274 shares; 2024Q2: 231 shares; 2024Q3: 231 shares; 2024Q4: 456 shares; 2025Q1: 464 shares 464 $68.4K <0.01% +8 Timeline JUNIPER NETWORKS INC JUNIPER NETWORKS INC More: the full row for JUNIPER NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,362 shares; 2024Q2: 1,413 shares; 2024Q3: 1,455 shares; 2024Q4: 1,592 shares; 2025Q1: 2,015 shares 2,015 $68.4K <0.01% +423 HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,948 shares; 2024Q2: 7,347 shares; 2024Q3: 6,023 shares; 2024Q4: 8,065 shares; 2025Q1: 3,532 shares 3,532 $68K <0.01% -4,533 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,825 shares; 2024Q2: 4,825 shares; 2024Q3: 4,825 shares; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares 4,825 $68K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63 shares; 2024Q2: 30 shares; 2024Q3: 20 shares; 2024Q4: 64 shares; 2025Q1: 489 shares 489 $68K <0.01% +425 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 568 shares; 2024Q2: 505 shares; 2024Q3: 284 shares; 2024Q4: 370 shares; 2025Q1: 574 shares 574 $67.4K <0.01% +204 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,325 shares; 2024Q2: 11,325 shares; 2024Q3: 11,325 shares; 2024Q4: 11,325 shares; 2025Q1: 11,325 shares 11,325 $67.3K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,722 shares; 2024Q2: 2,084 shares; 2024Q3: 2,187 shares; 2024Q4: 52,444 shares; 2025Q1: 1,646 shares 1,646 $67.2K <0.01% -50,798 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $67.2K <0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,600 shares; 2024Q2: 1,790 shares; 2024Q3: 1,790 shares; 2024Q4: 1,426 shares; 2025Q1: 1,328 shares 1,328 $66.9K <0.01% -98 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,400 shares; 2024Q2: 185 shares; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 3,417 shares 3,417 $66.9K <0.01% +3,239 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,235 shares; 2024Q2: 1,346 shares; 2024Q3: 1,595 shares; 2024Q4: 1,713 shares; 2025Q1: 1,474 shares 1,474 $66.9K <0.01% -239 Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,077 shares; 2024Q2: 1,003 shares; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,086 shares 1,086 $66.8K <0.01% +83 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,233 shares; 2024Q2: 22,233 shares; 2024Q3: 22,233 shares; 2024Q4: 22,233 shares; 2025Q1: 22,233 shares 22,233 $66.7K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,541 shares; 2024Q2: 18,119 shares; 2024Q3: 11,542 shares; 2024Q4: 9,968 shares; 2025Q1: 9,344 shares 9,344 $66.6K <0.01% -624 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,277 shares; 2024Q2: 1,299 shares; 2024Q3: 1,347 shares; 2024Q4: 1,381 shares; 2025Q1: 960 shares 960 $66.6K <0.01% -421 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,150 shares; 2024Q2: 1,850 shares; 2024Q3: 1,859 shares; 2024Q4: 1,850 shares; 2025Q1: 1,877 shares 1,877 $66.5K <0.01% +27 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $66.4K <0.01% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,194 shares; 2024Q2: 3,306 shares; 2024Q3: 3,306 shares; 2024Q4: 1,995 shares; 2025Q1: 1,371 shares 1,371 $65.9K <0.01% -624 Timeline VIPER ENERGY INC-CL A VIPER ENERGY INC-CL A More: the full row for VIPER ENERGY INC-CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 140,100 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,800 shares 1,800 $65.9K <0.01% +700 DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 962 shares; 2025Q1: 962 shares 962 $65.8K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,786 shares; 2024Q2: 715 shares; 2024Q3: 869 shares; 2024Q4: 931 shares; 2025Q1: 1,078 shares 1,078 $65.7K <0.01% +147 Timeline BEACON ROOFING SUPPLY INC BEACON ROOFING SUPPLY INC More: the full row for BEACON ROOFING SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,942 shares; 2024Q2: 9,764 shares; 2024Q3: 11,095 shares; 2024Q4: 8,654 shares; 2025Q1: 540 shares 540 $65.7K <0.01% -8,114 BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,256 shares; 2024Q2: 3,020 shares; 2024Q3: 2,607 shares; 2024Q4: 2,222 shares; 2025Q1: 2,638 shares 2,638 $65.5K <0.01% +416 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 499 shares; 2024Q2: 18 shares; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: 451 shares 451 $65.5K <0.01% new Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,196 shares; 2025Q1: 7,122 shares 7,122 $65.4K <0.01% +1,926 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,086 shares; 2024Q2: 2,087 shares; 2024Q3: 2,040 shares; 2024Q4: 1,195 shares; 2025Q1: 864 shares 864 $65K <0.01% -331 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,701 shares; 2024Q2: 4,726 shares; 2024Q3: 4,021 shares; 2024Q4: 3,059 shares; 2025Q1: 1,721 shares 1,721 $64.5K <0.01% -1,338 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,892 shares; 2024Q2: 1,892 shares; 2024Q3: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 2,621 shares 2,621 $64.5K <0.01% +729 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,087 shares; 2024Q2: 10,592 shares; 2024Q3: 9,072 shares; 2024Q4: 8,226 shares; 2025Q1: 2,497 shares 2,497 $64.4K <0.01% -5,729 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,954 shares; 2024Q2: 1,906 shares; 2024Q3: 1,754 shares; 2024Q4: 1,594 shares; 2025Q1: 1,700 shares 1,700 $64.3K <0.01% +106 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,300 shares; 2024Q2: 401 shares; 2024Q3: 488 shares; 2024Q4: 300 shares; 2025Q1: 829 shares 829 $64.2K <0.01% +529 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,146 shares; 2024Q2: 1,663 shares; 2024Q3: 1,083 shares; 2024Q4: 1,093 shares; 2025Q1: 1,689 shares 1,689 $63.8K <0.01% +596 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 680 shares; 2024Q2: 680 shares; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares 680 $63.7K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,149 shares; 2024Q2: 7,578 shares; 2024Q3: 7,777 shares; 2024Q4: 7,323 shares; 2025Q1: 5,006 shares 5,006 $63.5K <0.01% -2,317 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares 25,000 $63.4K <0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,629 shares; 2024Q2: 94 shares; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 239 shares 239 $63.3K <0.01% +145 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 850 shares; 2024Q2: 7,947 shares; 2024Q3: 1,691 shares; 2024Q4: 1,957 shares; 2025Q1: 2,116 shares 2,116 $63.2K <0.01% +159 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $62.5K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,138 shares; 2024Q2: 9,804 shares; 2024Q3: 7,663 shares; 2024Q4: 6,448 shares; 2025Q1: 6,410 shares 6,410 $62.4K <0.01% -38 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,614 shares; 2024Q2: 1,345 shares; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,995 shares 1,995 $62.4K <0.01% +650 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares 2,200 $62.2K <0.01% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,046 shares; 2024Q2: 3,588 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,272 shares 2,272 $61.9K <0.01% +172 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,202 shares; 2024Q2: 11,402 shares; 2024Q3: 8,400 shares; 2024Q4: 8,503 shares; 2025Q1: 8,608 shares 8,608 $61.9K <0.01% +105 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,245 shares; 2024Q2: 2,245 shares; 2024Q3: 2,245 shares; 2024Q4: 550 shares; 2025Q1: 580 shares 580 $61.8K <0.01% +30 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,190 shares; 2024Q2: 1,190 shares; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,158 shares 1,158 $61.8K <0.01% -32 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 359 shares; 2024Q2: 366 shares; 2024Q3: 337 shares; 2024Q4: 312 shares; 2025Q1: 377 shares 377 $61.7K <0.01% +65 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,014 shares; 2024Q2: 968 shares; 2024Q3: 57 shares; 2024Q4: 733 shares; 2025Q1: 1,860 shares 1,860 $61.3K <0.01% +1,127 Timeline QQEW 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 571 shares 571 $61K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 901 shares; 2024Q2: 811 shares; 2024Q3: 1,422 shares; 2024Q4: 811 shares; 2025Q1: 392 shares 392 $60.9K <0.01% -419 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,866 shares; 2024Q2: 1,457 shares; 2024Q3: 1,414 shares; 2024Q4: 591 shares; 2025Q1: 531 shares 531 $60.9K <0.01% -60 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 850 shares; 2024Q2: 815 shares; 2024Q3: 1,026 shares; 2024Q4: 1,046 shares; 2025Q1: 1,618 shares 1,618 $60.8K <0.01% +572 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 580 shares; 2024Q4: 555 shares; 2025Q1: 555 shares 555 $60.6K <0.01% 0 Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,655 shares; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 75,025 shares; 2025Q1: 75,025 shares 75,025 $60.3K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,468 shares; 2024Q2: 7,797 shares; 2024Q3: 5,304 shares; 2024Q4: 3,183 shares; 2025Q1: 1,216 shares 1,216 $60.2K <0.01% -1,967 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 392 shares; 2024Q2: 25 shares; 2024Q3: 37 shares; 2024Q4: 24 shares; 2025Q1: 182 shares 182 $60.2K <0.01% +158 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 105 shares; 2024Q4: 417 shares; 2025Q1: 490 shares 490 $59.8K <0.01% +73 Timeline JELD JELD-WEN HLDG INC More: the full row for JELD-WEN HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,120 shares; 2024Q2: 6,188 shares; 2024Q3: 9,223 shares; 2024Q4: 7,173 shares; 2025Q1: 11,668 shares 11,668 $59.6K <0.01% +4,495 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,370 shares; 2024Q2: 1,370 shares; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares 1,370 $59.5K <0.01% 0 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,007 shares; 2024Q3: 1,505 shares; 2024Q4: 1,653 shares; 2025Q1: 1,708 shares 1,708 $59K <0.01% +55 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 255 shares; 2024Q2: 233 shares; 2024Q3: 316 shares; 2024Q4: 521 shares; 2025Q1: 687 shares 687 $59K <0.01% +166 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 694 shares; 2024Q2: 694 shares; 2024Q3: 694 shares; 2024Q4: 282 shares; 2025Q1: 1,724 shares 1,724 $58.8K <0.01% +1,442 Timeline PPA 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 551 shares; 2024Q2: 552 shares; 2024Q3: 552 shares; 2024Q4: 639 shares; 2025Q1: 554 shares 554 $58.8K <0.01% -85 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,010 shares; 2024Q2: 2,432 shares; 2024Q3: 2,435 shares; 2024Q4: 2,441 shares; 2025Q1: 2,446 shares 2,446 $58.7K <0.01% +5 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 12,907 shares 12,907 $58.6K <0.01% +11,707 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,056 shares 2,056 $58.5K <0.01% +56 Timeline TECS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 644 shares 644 $58.5K <0.01% new Timeline INO INOVIO PHARMACEUTICALS INC More: the full row for INOVIO PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,358 shares; 2024Q2: 358 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares 40,000 $58.4K <0.01% new Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,488 shares; 2024Q2: 1,488 shares; 2024Q3: 1,488 shares; 2024Q4: 1,488 shares; 2025Q1: 1,000 shares 1,000 $58.2K <0.01% -488 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 183 shares; 2024Q2: 200 shares; 2024Q3: 105 shares; 2024Q4: 277 shares; 2025Q1: 516 shares 516 $58.2K <0.01% +239 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 991 shares; 2024Q2: 957 shares; 2024Q3: 919 shares; 2024Q4: 719 shares; 2025Q1: 266 shares 266 $58.1K <0.01% -453 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,412 shares; 2024Q2: 8,622 shares; 2024Q3: 9,999 shares; 2024Q4: 467 shares; 2025Q1: 829 shares 829 $57.8K <0.01% +362 Timeline TWN TAIWAN FD INC More: the full row for TAIWAN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,085 shares; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares 2,085 $57.7K <0.01% 0 Timeline BBJP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,071 shares; 2024Q2: 2,016 shares; 2024Q3: 2,016 shares; 2024Q4: 1,177 shares; 2025Q1: 1,140 shares 1,140 $57.5K <0.01% -37 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91,533 shares; 2024Q2: 78,271 shares; 2024Q3: 1,809 shares; 2024Q4: 1,809 shares; 2025Q1: 1,809 shares 1,809 $57.4K <0.01% 0 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,077 shares 5,077 $57.4K <0.01% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,441 shares; 2024Q2: 2,570 shares; 2024Q3: 2,922 shares; 2024Q4: 2,194 shares; 2025Q1: 1,216 shares 1,216 $56.6K <0.01% -978 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,239 shares; 2024Q3: 2,239 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares 2,239 $56.5K <0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 343 shares; 2024Q2: 343 shares; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares 343 $56.4K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,100 shares; 2024Q2: 1,880 shares; 2024Q3: 1,915 shares; 2024Q4: 1,951 shares; 2025Q1: 2,489 shares 2,489 $56.3K <0.01% +538 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24 shares; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 34 shares; 2025Q1: 33 shares 33 $56.3K <0.01% -1 Timeline BAB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,155 shares; 2024Q2: 2,155 shares; 2024Q3: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,155 shares 2,155 $56.2K <0.01% 0 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,070 shares; 2024Q2: 2,070 shares; 2024Q3: 2,070 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares 2,070 $56K <0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,600 shares; 2024Q2: 145,757 shares; 2024Q3: 166,778 shares; 2024Q4: 163,892 shares; 2025Q1: 1,000 shares 1,000 $55.9K <0.01% -162,892 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 443 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,663 shares; 2025Q1: 3,720 shares 3,720 $55.8K <0.01% -5,943 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,241 shares; 2024Q2: 1,447 shares; 2024Q3: 2,224 shares; 2024Q4: 2,442 shares; 2025Q1: 1,741 shares 1,741 $55.5K <0.01% -701 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,460 shares; 2024Q2: 7,109 shares; 2024Q3: 7,142 shares; 2024Q4: 3,042 shares; 2025Q1: 3,171 shares 3,171 $55.5K <0.01% +129 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 168 shares; 2024Q2: 142 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 538 shares 538 $55.2K <0.01% +396 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,350 shares; 2024Q2: 1,500 shares; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares 2,702 $55K <0.01% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,000 shares; 2024Q2: 8,570 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares 4,000 $54.5K <0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,922 shares; 2024Q2: 3,660 shares; 2024Q3: 5,091 shares; 2024Q4: 2,091 shares; 2025Q1: 2,383 shares 2,383 $54.4K <0.01% +292 Timeline FTCS 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,290 shares; 2024Q2: 1,076 shares; 2024Q3: 960 shares; 2024Q4: 862 shares; 2025Q1: 659 shares 659 $53.8K <0.01% -203 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: not reported; 2024Q3: 506 shares; 2024Q4: 588 shares; 2025Q1: 827 shares 827 $53.7K <0.01% +239 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 101 shares; 2024Q4: 1,001 shares; 2025Q1: 1,023 shares 1,023 $53.5K <0.01% +22 Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares 1,200 $53.4K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,575 shares; 2024Q2: 574 shares; 2024Q3: 576 shares; 2024Q4: 578 shares; 2025Q1: 704 shares 704 $53.2K <0.01% +126 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,300 shares; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 4,301 shares 4,301 $53.2K <0.01% +2,001 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 296 shares 296 $52K <0.01% +132 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,501 shares; 2024Q4: 8,232 shares; 2025Q1: 8,518 shares 8,518 $51.9K <0.01% +286 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares 7,500 $51.8K <0.01% 0 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,105 shares; 2024Q2: 1,105 shares; 2024Q3: 1,180 shares; 2024Q4: 1,125 shares; 2025Q1: 1,443 shares 1,443 $51.8K <0.01% +318 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares 2,000 $51.7K <0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,286 shares; 2024Q2: 1,315 shares; 2024Q3: 1,349 shares; 2024Q4: 1,374 shares; 2025Q1: 1,450 shares 1,450 $51.6K <0.01% +76 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 165 shares; 2024Q2: 371 shares; 2024Q3: 348 shares; 2024Q4: 365 shares; 2025Q1: 634 shares 634 $50.9K <0.01% +269 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 408 shares; 2024Q2: 600 shares; 2024Q3: 468 shares; 2024Q4: 480 shares; 2025Q1: 486 shares 486 $50.9K <0.01% +6 Timeline VIOO 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 607 shares; 2025Q1: 607 shares 607 $50.9K <0.01% 0 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 587 shares; 2024Q2: 510 shares; 2024Q3: 731 shares; 2024Q4: 248 shares; 2025Q1: 1,128 shares 1,128 $50.9K <0.01% +880 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,329 shares 2,329 $50.8K <0.01% new Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 525 shares; 2024Q3: 525 shares; 2024Q4: 550 shares; 2025Q1: 890 shares 890 $50.3K <0.01% +340 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 418 shares; 2024Q2: 452 shares; 2024Q3: 445 shares; 2024Q4: 438 shares; 2025Q1: 612 shares 612 $50.1K <0.01% +174 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 586 shares; 2024Q2: 586 shares; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 777 shares 777 $50K <0.01% +191 Timeline AVRE 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,289 shares 1,289 $49.9K <0.01% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,700 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $49.9K <0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 993 shares; 2024Q2: 996 shares; 2024Q3: 998 shares; 2024Q4: 1,654 shares; 2025Q1: 1,794 shares 1,794 $49.8K <0.01% +140 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,208 shares; 2024Q2: 1,272 shares; 2024Q3: 1,229 shares; 2024Q4: 1,285 shares; 2025Q1: 798 shares 798 $49.8K <0.01% -487 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,870 shares; 2024Q2: 2,320 shares; 2024Q3: 10,640 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares 2,320 $49.7K <0.01% 0 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares 800 $49.7K <0.01% new Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,389 shares; 2024Q2: 1,180 shares; 2024Q3: 1,246 shares; 2024Q4: 1,656 shares; 2025Q1: 978 shares 978 $49.7K <0.01% -678 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,178 shares; 2024Q2: 1,178 shares; 2024Q3: 1,178 shares; 2024Q4: 1,673 shares; 2025Q1: 1,285 shares 1,285 $49.6K <0.01% -388 Timeline STAA STAAR SURGICAL CO More: the full row for STAAR SURGICAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,772 shares; 2024Q2: 3,928 shares; 2024Q3: 3,608 shares; 2024Q4: 3,608 shares; 2025Q1: 3,275 shares 3,275 $49.4K <0.01% -333 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,625 shares; 2024Q2: 1,625 shares; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares 1,625 $49.3K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 924 shares; 2024Q2: 901 shares; 2024Q3: 872 shares; 2024Q4: 682 shares; 2025Q1: 565 shares 565 $49.1K <0.01% -117 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84 shares; 2024Q2: 1,084 shares; 2024Q3: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,110 shares 1,110 $48.9K <0.01% +26 ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,560 shares; 2024Q2: 2,002 shares; 2024Q3: 2,529 shares; 2024Q4: 2,407 shares; 2025Q1: 2,937 shares 2,937 $48.8K <0.01% +530 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 365 shares 365 $48.5K <0.01% +194 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,040 shares; 2024Q2: 8,040 shares; 2024Q3: 8,040 shares; 2024Q4: 8,040 shares; 2025Q1: 8,040 shares 8,040 $48.4K <0.01% 0 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,600 shares; 2024Q2: 3,644 shares; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,700 shares 3,700 $48.3K <0.01% +100 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 635 shares; 2024Q2: 428 shares; 2024Q3: 734 shares; 2024Q4: 448 shares; 2025Q1: 380 shares 380 $48.3K <0.01% -68 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 942 shares; 2024Q2: 942 shares; 2024Q3: 942 shares; 2024Q4: 942 shares; 2025Q1: 900 shares 900 $48.1K <0.01% -42 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 130 shares; 2024Q3: 1,150 shares; 2024Q4: 2,372 shares; 2025Q1: 2,366 shares 2,366 $48K <0.01% -6 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 677 shares; 2024Q2: 677 shares; 2024Q3: 677 shares; 2024Q4: 604 shares; 2025Q1: 604 shares 604 $48K <0.01% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,080 shares; 2024Q2: 1,080 shares; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares 1,080 $47.8K <0.01% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 397 shares; 2024Q2: 397 shares; 2024Q3: 397 shares; 2024Q4: 41 shares; 2025Q1: 41 shares 41 $47.8K <0.01% 0 IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 834 shares; 2024Q2: 1,339 shares; 2024Q3: 842 shares; 2024Q4: 1,148 shares; 2025Q1: 855 shares 855 $47.8K <0.01% -293 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 708 shares; 2024Q2: 4,611 shares; 2024Q3: 4,649 shares; 2024Q4: 4,188 shares; 2025Q1: 3,480 shares 3,480 $47.3K <0.01% -708 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,271 shares; 2024Q2: 5,920 shares; 2024Q3: 7,864 shares; 2024Q4: 7,864 shares; 2025Q1: 4,367 shares 4,367 $47.1K <0.01% -3,497 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14,347 shares; 2024Q3: 15,313 shares; 2024Q4: 13,287 shares; 2025Q1: 5,492 shares 5,492 $47K <0.01% -7,795 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 893 shares; 2024Q2: 1,099 shares; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 452 shares 452 $46.9K <0.01% +48 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65 shares; 2024Q2: 106 shares; 2024Q3: 2,467 shares; 2024Q4: 2,081 shares; 2025Q1: 2,812 shares 2,812 $46.9K <0.01% +731 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,500 shares; 2024Q2: 2,375 shares; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 1,776 shares 1,776 $46.9K <0.01% -599 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,756 shares; 2024Q2: 1,015 shares; 2024Q3: 1,056 shares; 2024Q4: 925 shares; 2025Q1: 911 shares 911 $46.7K <0.01% -14 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,131 shares; 2024Q2: 2,963 shares; 2024Q3: 3,069 shares; 2024Q4: 1,037 shares; 2025Q1: 1,978 shares 1,978 $46.5K <0.01% +941 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,300 shares; 2024Q2: 2,335 shares; 2024Q3: 2,335 shares; 2024Q4: 2,145 shares; 2025Q1: 3,158 shares 3,158 $46.4K <0.01% +1,013 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,046 shares; 2024Q2: 1,046 shares; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares 1,046 $46K <0.01% 0 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,850 shares; 2024Q2: 7,850 shares; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares 7,850 $45.6K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,079 shares; 2024Q2: 1,098 shares; 2024Q3: 1,094 shares; 2024Q4: 149 shares; 2025Q1: 304 shares 304 $45.6K <0.01% +155 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,433 shares; 2024Q2: 2,292 shares; 2024Q3: 2,293 shares; 2024Q4: 2,193 shares; 2025Q1: 2,186 shares 2,186 $45.5K <0.01% -7 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares 4,000 $45.4K <0.01% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,359 shares; 2024Q2: 523,750 shares; 2024Q3: 364,919 shares; 2024Q4: 134,450 shares; 2025Q1: 5,681 shares 5,681 $45.2K <0.01% -128,769 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,815 shares; 2024Q2: 1,198 shares; 2024Q3: 2,188 shares; 2024Q4: 1,978 shares; 2025Q1: 1,334 shares 1,334 $45K <0.01% -644 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 118 shares; 2024Q2: 237 shares; 2024Q3: 237 shares; 2024Q4: 241 shares; 2025Q1: 395 shares 395 $45K <0.01% +154 Timeline FXL 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 389 shares; 2024Q2: 389 shares; 2024Q3: 389 shares; 2024Q4: 389 shares; 2025Q1: 389 shares 389 $44.9K <0.01% 0 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6 shares; 2024Q2: 416 shares; 2024Q3: 385 shares; 2024Q4: 907 shares; 2025Q1: 1,023 shares 1,023 $44.8K <0.01% +116 Timeline VERONA PHARMA PLC VERONA PHARMA PLC More: the full row for VERONA PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 825 shares 825 $44.7K <0.01% new EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,979 shares; 2024Q2: 1,995 shares; 2024Q3: 1,808 shares; 2024Q4: 768 shares; 2025Q1: 786 shares 786 $44.7K <0.01% +18 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 466 shares; 2024Q2: 438 shares; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 367 shares 367 $44.6K <0.01% -71 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,995 shares; 2024Q2: 12,206 shares; 2024Q3: 12,309 shares; 2024Q4: 12,523 shares; 2025Q1: 12,688 shares 12,688 $44.5K <0.01% +165 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 8,315 shares; 2024Q3: 8,315 shares; 2024Q4: 8,315 shares; 2025Q1: 8,315 shares 8,315 $44.3K <0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,950 shares; 2024Q2: 1,950 shares; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,450 shares 1,450 $44.3K <0.01% -500 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 456 shares; 2024Q2: 439 shares; 2024Q3: 706 shares; 2024Q4: 515 shares; 2025Q1: 341 shares 341 $44.1K <0.01% -174 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,511 shares; 2024Q2: 3,620 shares; 2024Q3: 3,620 shares; 2024Q4: 3,754 shares; 2025Q1: 3,959 shares 3,959 $44.1K <0.01% +205 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,009 shares; 2024Q2: 4,603 shares; 2024Q3: 4,175 shares; 2024Q4: 4,175 shares; 2025Q1: 4,141 shares 4,141 $43.6K <0.01% -34 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,823 shares; 2024Q2: 3,823 shares; 2024Q3: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,379 shares 1,379 $43.2K <0.01% -490 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 686 shares; 2024Q2: 714 shares; 2024Q3: 1,160 shares; 2024Q4: 937 shares; 2025Q1: 659 shares 659 $43.2K <0.01% -278 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 918 shares; 2024Q2: 732 shares; 2024Q3: 732 shares; 2024Q4: 742 shares; 2025Q1: 707 shares 707 $43.1K <0.01% -35 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 841 shares; 2024Q2: 841 shares; 2024Q3: 3,108 shares; 2024Q4: 3,174 shares; 2025Q1: 2,638 shares 2,638 $43.1K <0.01% -536 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,229 shares; 2024Q2: 1,229 shares; 2024Q3: 1,169 shares; 2024Q4: 951 shares; 2025Q1: 1,020 shares 1,020 $42.7K <0.01% +69 Timeline ELTX ELICIO THERAPEUTICS INC More: the full row for ELICIO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,000 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares 7,000 $42.6K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,201 shares; 2024Q2: 6,317 shares; 2024Q3: 2,350 shares; 2024Q4: 1,064 shares; 2025Q1: 1,286 shares 1,286 $42.5K <0.01% +222 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,669 shares; 2024Q2: 1,152 shares; 2024Q3: 1,628 shares; 2024Q4: 1,781 shares; 2025Q1: 3,343 shares 3,343 $42.5K <0.01% +1,562 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,870 shares; 2024Q2: 2,870 shares; 2024Q3: 2,870 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares 2,870 $42.4K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 564 shares; 2024Q2: 424 shares; 2024Q3: 27,000 shares; 2024Q4: 62,409 shares; 2025Q1: 463 shares 463 $42.3K <0.01% -61,946 Timeline GEOS GEOSPACE TECHNOLOGIES CORP More: the full row for GEOSPACE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares; 2024Q4: 8,500 shares; 2025Q1: 7,000 shares 7,000 $42.1K <0.01% -1,500 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 766 shares; 2024Q2: 718 shares; 2024Q3: 650 shares; 2024Q4: 1,752 shares; 2025Q1: 1,610 shares 1,610 $41.9K <0.01% -142 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 414 shares; 2024Q2: 414 shares; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 401 shares 401 $41.8K <0.01% -13 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,303 shares; 2024Q2: 1,243 shares; 2024Q3: 1,009 shares; 2024Q4: 997 shares; 2025Q1: 867 shares 867 $41.8K <0.01% -130 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 820 shares; 2024Q2: 820 shares; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,155 shares 1,155 $41.7K <0.01% -1 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,538 shares; 2024Q2: 1,838 shares; 2024Q3: 1,738 shares; 2024Q4: 1,618 shares; 2025Q1: 1,597 shares 1,597 $41.7K <0.01% -21 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 411 shares; 2024Q2: 372 shares; 2024Q3: 200 shares; 2024Q4: 250 shares; 2025Q1: 200 shares 200 $41.6K <0.01% -50 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 259 shares; 2024Q2: 281 shares; 2024Q3: 2,184 shares; 2024Q4: 2,198 shares; 2025Q1: 2,489 shares 2,489 $41.6K <0.01% +291 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 506 shares; 2024Q2: 567 shares; 2024Q3: 567 shares; 2024Q4: 567 shares; 2025Q1: 567 shares 567 $41.4K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,833 shares; 2024Q2: 3,834 shares; 2024Q3: 3,833 shares; 2024Q4: 3,832 shares; 2025Q1: 2,318 shares 2,318 $41.4K <0.01% -1,514 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 706 shares; 2024Q2: 376 shares; 2024Q3: 12,764 shares; 2024Q4: 1,774 shares; 2025Q1: 1,347 shares 1,347 $41.4K <0.01% -427 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $41.1K <0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 5,225 shares; 2024Q3: 3,127 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares 2,144 $41.1K <0.01% 0 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 140 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 480 shares; 2025Q1: 381 shares 381 $41K <0.01% -99 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 407 shares; 2024Q2: 411 shares; 2024Q3: 327 shares; 2024Q4: 392 shares; 2025Q1: 701 shares 701 $41K <0.01% +309 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $41K <0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,115 shares; 2024Q2: 1,050 shares; 2024Q3: 1,040 shares; 2024Q4: 1,494 shares; 2025Q1: 1,000 shares 1,000 $40.9K <0.01% -494 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156 shares; 2024Q2: 656 shares; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 892 shares 892 $40.7K <0.01% +236 Timeline AVUS 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $40.7K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 141 shares; 2024Q2: 204 shares; 2024Q3: 201 shares; 2024Q4: 306 shares; 2025Q1: 713 shares 713 $40.6K <0.01% +407 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,096 shares; 2024Q2: 3,407 shares; 2024Q3: 3,325 shares; 2024Q4: 4,163 shares; 2025Q1: 4,725 shares 4,725 $40.5K <0.01% +562 NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $40.3K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 8,385 shares 8,385 $40.3K <0.01% +8,250 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares 13,500 $40.2K <0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,622 shares; 2024Q2: 13,873 shares; 2024Q3: 1,622 shares; 2024Q4: 1,622 shares; 2025Q1: 3,123 shares 3,123 $40.2K <0.01% +1,501 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,660 shares; 2024Q2: 1,660 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 650 shares 650 $40.1K <0.01% -650 Timeline DBP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $40K <0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,500 shares; 2024Q2: 10,500 shares; 2024Q3: 10,500 shares; 2024Q4: 700 shares; 2025Q1: 6,940 shares 6,940 $39.9K <0.01% +6,240 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 509 shares; 2024Q2: 509 shares; 2024Q3: 554 shares; 2024Q4: 564 shares; 2025Q1: 554 shares 554 $39.9K <0.01% -10 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 2,900 shares; 2024Q3: 9,025 shares; 2024Q4: 2,560 shares; 2025Q1: 2,520 shares 2,520 $39.8K <0.01% -40 Timeline CTA 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,255 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares 1,414 $39.7K <0.01% 0 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,343 shares; 2024Q2: 253 shares; 2024Q3: 151 shares; 2024Q4: 20 shares; 2025Q1: 2,096 shares 2,096 $39.7K <0.01% +2,076 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 122 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 282 shares 282 $39.4K <0.01% +145 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,491 shares 1,491 $39.3K <0.01% new Timeline DUN & BRADSTREET HLDGS INC DUN & BRADSTREET HLDGS INC More: the full row for DUN & BRADSTREET HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,157 shares; 2024Q2: 2,422 shares; 2024Q3: 2,422 shares; 2024Q4: 2,422 shares; 2025Q1: 4,680 shares 4,680 $39.3K <0.01% +2,258 UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 778 shares; 2024Q2: 738 shares; 2024Q3: 483 shares; 2024Q4: 551 shares; 2025Q1: 388 shares 388 $39.2K <0.01% -163 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,567 shares; 2024Q2: 7,668 shares; 2024Q3: 7,734 shares; 2024Q4: 7,871 shares; 2025Q1: 7,982 shares 7,982 $39.1K <0.01% +111 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,878 shares; 2024Q2: 1,667 shares; 2024Q3: 1,670 shares; 2024Q4: not reported; 2025Q1: 643 shares 643 $39.1K <0.01% new Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,008 shares; 2024Q2: 2,054 shares; 2024Q3: 1,224 shares; 2024Q4: 1,224 shares; 2025Q1: 1,234 shares 1,234 $39.1K <0.01% +10 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,200 shares; 2024Q2: 6,600 shares; 2024Q3: 9,598 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares 6,600 $39K <0.01% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 406 shares; 2024Q2: 406 shares; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares 406 $38.9K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 82 shares; 2024Q2: 82 shares; 2024Q3: 457 shares; 2024Q4: 104 shares; 2025Q1: 354 shares 354 $38.6K <0.01% +250 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,593 shares; 2024Q2: 6,034 shares; 2024Q3: 6,053 shares; 2024Q4: 3,675 shares; 2025Q1: 3,675 shares 3,675 $38.5K <0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 997 shares; 2024Q2: 1,876 shares; 2024Q3: 5,869 shares; 2024Q4: 6,328 shares; 2025Q1: 5,185 shares 5,185 $38.5K <0.01% -1,143 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,189 shares; 2024Q2: 435 shares; 2024Q3: 770 shares; 2024Q4: 720 shares; 2025Q1: 749 shares 749 $38.3K <0.01% +29 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 135 shares 135 $38.2K <0.01% +101 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,175 shares; 2024Q2: 2,077 shares; 2024Q3: 1,715 shares; 2024Q4: 1,527 shares; 2025Q1: 1,199 shares 1,199 $38.1K <0.01% -328 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 246 shares; 2024Q2: 256 shares; 2024Q3: 311 shares; 2024Q4: 231 shares; 2025Q1: 219 shares 219 $38.1K <0.01% -12 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 333 shares; 2024Q2: 333 shares; 2024Q3: 439 shares; 2024Q4: 353 shares; 2025Q1: 426 shares 426 $37.9K <0.01% +73 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,152 shares 1,152 $37.8K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,429 shares; 2024Q2: 13,890 shares; 2024Q3: 3,074 shares; 2024Q4: 3,074 shares; 2025Q1: 4,238 shares 4,238 $37.7K <0.01% +1,164 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 5,750 shares; 2024Q3: 5,750 shares; 2024Q4: 4,750 shares; 2025Q1: 1,000 shares 1,000 $37.6K <0.01% -3,750 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 447 shares; 2024Q2: 447 shares; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 365 shares 365 $37.6K <0.01% -82 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 1,000 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares 450 $37.5K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 197 shares; 2024Q2: 201 shares; 2024Q3: 216 shares; 2024Q4: 242 shares; 2025Q1: 311 shares 311 $37.5K <0.01% +69 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,114 shares; 2024Q2: 765 shares; 2024Q3: 837 shares; 2024Q4: 1,162 shares; 2025Q1: 779 shares 779 $37.5K <0.01% -383 Timeline ELEVATION ONCOLOGY INC COM ELEVATION ONCOLOGY INC COM More: the full row for ELEVATION ONCOLOGY INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160,530 shares 160,530 $37.4K <0.01% new SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 437 shares; 2024Q2: 418 shares; 2024Q3: 397 shares; 2024Q4: 379 shares; 2025Q1: 433 shares 433 $37.3K <0.01% +54 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,249 shares; 2024Q2: 1,249 shares; 2024Q3: 2,291 shares; 2024Q4: 2,291 shares; 2025Q1: 1,663 shares 1,663 $37.3K <0.01% -628 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 394 shares; 2024Q2: 380 shares; 2024Q3: 571 shares; 2024Q4: 541 shares; 2025Q1: 541 shares 541 $37.2K <0.01% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 240 shares; 2024Q3: 3,374 shares; 2024Q4: not reported; 2025Q1: 1,302 shares 1,302 $37.1K <0.01% new Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,104 shares 2,104 $37.1K <0.01% new Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,460 shares; 2024Q2: 1,460 shares; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares 1,460 $37K <0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,131 shares; 2024Q2: 1,132 shares; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,832 shares 1,832 $36.9K <0.01% +700 Timeline PDP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 510 shares; 2024Q2: 510 shares; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 410 shares 410 $36.7K <0.01% -100 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,100 shares; 2024Q2: 9,100 shares; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 11,101 shares 11,101 $36.6K <0.01% +2,001 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 61 shares; 2024Q3: 612 shares; 2024Q4: 294 shares; 2025Q1: 1,324 shares 1,324 $36.5K <0.01% +1,030 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 276 shares; 2024Q2: 276 shares; 2024Q3: 407 shares; 2024Q4: 276 shares; 2025Q1: 302 shares 302 $36.4K <0.01% +26 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 519 shares; 2024Q2: 437 shares; 2024Q3: 437 shares; 2024Q4: 337 shares; 2025Q1: 345 shares 345 $36.4K <0.01% +8 Timeline PLYM PLYMOUTH INDUSTRIAL REIT INC More: the full row for PLYMOUTH INDUSTRIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,665 shares; 2024Q2: 2,665 shares; 2024Q3: 2,665 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares 2,701 $36.4K <0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,470 shares; 2024Q2: 1,470 shares; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares 1,470 $36.3K <0.01% 0 Timeline SARK INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares 550 $36.2K <0.01% new Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 548 shares; 2024Q2: 395 shares; 2024Q3: 445 shares; 2024Q4: 502 shares; 2025Q1: 646 shares 646 $36.2K <0.01% +144 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 498 shares; 2024Q2: not reported; 2024Q3: 311 shares; 2024Q4: 463 shares; 2025Q1: 453 shares 453 $36.2K <0.01% -10 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 363 shares; 2024Q2: 314 shares; 2024Q3: 5,667 shares; 2024Q4: 343 shares; 2025Q1: 546 shares 546 $36.1K <0.01% +203 Timeline SPGP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 415 shares; 2024Q2: 415 shares; 2024Q3: 415 shares; 2024Q4: 578 shares; 2025Q1: 415 shares 415 $35.7K <0.01% -163 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 1,575 shares 1,575 $35.6K <0.01% +1,500 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 874 shares 874 $35.6K <0.01% new Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 720 shares; 2025Q1: 720 shares 720 $35.2K <0.01% 0 Timeline JUST 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $35.2K <0.01% 0 Timeline FLSP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,675 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares 1,461 $35.1K <0.01% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 994 shares; 2024Q2: 1,988 shares; 2024Q3: 994 shares; 2024Q4: 994 shares; 2025Q1: 994 shares 994 $35K <0.01% 0 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 759 shares; 2024Q2: 855 shares; 2024Q3: 1,357 shares; 2024Q4: 972 shares; 2025Q1: 770 shares 770 $35K <0.01% -202 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,944 shares; 2024Q2: 3,560 shares; 2024Q3: 3,060 shares; 2024Q4: 7,060 shares; 2025Q1: 6,560 shares 6,560 $35K <0.01% -500 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 219 shares; 2024Q2: 219 shares; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares 219 $34.8K <0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 241 shares; 2024Q2: 269 shares; 2024Q3: 312 shares; 2024Q4: 322 shares; 2025Q1: 301 shares 301 $34.7K <0.01% -21 Timeline OSISKO GOLD ROYALTIES LTD OSISKO GOLD ROYALTIES LTD More: the full row for OSISKO GOLD ROYALTIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 36 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares 1,800 $34.6K <0.01% new SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 45 shares; 2024Q3: 615 shares; 2024Q4: 1,060 shares; 2025Q1: 1,040 shares 1,040 $34.5K <0.01% -20 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares 2,200 $34.5K <0.01% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 237 shares 237 $34.4K <0.01% +197 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 340 shares; 2024Q2: 210 shares; 2024Q3: 400 shares; 2024Q4: 265 shares; 2025Q1: 261 shares 261 $34.3K <0.01% -4 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 112 shares; 2024Q2: 112 shares; 2024Q3: 112 shares; 2024Q4: 554 shares; 2025Q1: 633 shares 633 $34.2K <0.01% +79 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 116 shares; 2024Q2: 116 shares; 2024Q3: 116 shares; 2024Q4: 243 shares; 2025Q1: 226 shares 226 $34.2K <0.01% -17 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,498 shares; 2024Q2: 171 shares; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 231 shares 231 $34.2K <0.01% +75 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,316 shares; 2024Q2: 1,316 shares; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,387 shares 1,387 $34.2K <0.01% +71 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 119 shares; 2024Q2: 139 shares; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 243 shares 243 $34.1K <0.01% +104 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,414 shares; 2024Q2: 1,632 shares; 2024Q3: 1,361 shares; 2024Q4: 1,338 shares; 2025Q1: 1,479 shares 1,479 $34K <0.01% +141 Timeline VLT INVESCO HIGH INCOME TR II More: the full row for INVESCO HIGH INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,505 shares; 2024Q2: 3,505 shares; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares 3,505 $33.8K <0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,508 shares; 2024Q2: 2,373 shares; 2024Q3: 2,315 shares; 2024Q4: 2,313 shares; 2025Q1: 667 shares 667 $33.6K <0.01% -1,646 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,122 shares; 2024Q2: 6,199 shares; 2024Q3: 5,106 shares; 2024Q4: 5,162 shares; 2025Q1: 3,962 shares 3,962 $33.6K <0.01% -1,200 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,093 shares 1,093 $33.5K <0.01% new Timeline BETR BETTER HOME & FINANCE HOLDIN More: the full row for BETTER HOME & FINANCE HOLDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,318 shares 3,318 $33.5K <0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,584 shares; 2024Q2: 679 shares; 2024Q3: 679 shares; 2024Q4: 280 shares; 2025Q1: 222 shares 222 $33.2K <0.01% -58 Timeline PDEX PRO-DEX INC COLO More: the full row for PRO-DEX INC COLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares 600 $33K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 2 shares; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: 493 shares 493 $33K <0.01% +88 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 264 shares; 2024Q4: 373 shares; 2025Q1: 859 shares 859 $32.8K <0.01% +486 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,008 shares; 2024Q2: 3,145 shares; 2024Q3: 4,707 shares; 2024Q4: 1,150 shares; 2025Q1: 559 shares 559 $32.7K <0.01% -591 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,079 shares; 2024Q2: 59 shares; 2024Q3: 213 shares; 2024Q4: 2,059 shares; 2025Q1: 2,000 shares 2,000 $32.6K <0.01% -59 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 364 shares; 2024Q2: 208 shares; 2024Q3: 208 shares; 2024Q4: 386 shares; 2025Q1: 260 shares 260 $32.4K <0.01% -126 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,125,000 shares; 2024Q2: 1,300,000 shares; 2024Q3: 1,500,000 shares; 2024Q4: 300,100 shares; 2025Q1: 5,201 shares 5,201 $32.4K <0.01% -294,899 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 542 shares; 2024Q2: 417 shares; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares 317 $32.3K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,866 shares; 2024Q4: not reported; 2025Q1: 1,136 shares 1,136 $32.1K <0.01% new Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 155 shares; 2024Q4: 231 shares; 2025Q1: 126 shares 126 $32K <0.01% -105 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 20 shares; 2024Q3: 102 shares; 2024Q4: 40 shares; 2025Q1: 241 shares 241 $32K <0.01% +201 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,788 shares; 2025Q1: 2,884 shares 2,884 $32K <0.01% +96 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 155 shares; 2025Q1: 856 shares 856 $31.9K <0.01% +701 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,030 shares 2,030 $31.7K <0.01% +30 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares 2,700 $31.6K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 689 shares; 2024Q2: 1,689 shares; 2024Q3: 1,439 shares; 2024Q4: 1,189 shares; 2025Q1: 889 shares 889 $31.6K <0.01% -300 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,125 shares; 2024Q2: 1,125 shares; 2024Q3: 1,125 shares; 2024Q4: 3,500 shares; 2025Q1: 3,000 shares 3,000 $31.6K <0.01% -500 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 259 shares; 2024Q2: 255 shares; 2024Q3: 126 shares; 2024Q4: 145 shares; 2025Q1: 200 shares 200 $31.5K <0.01% +55 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 570 shares; 2024Q4: 142 shares; 2025Q1: 1,068 shares 1,068 $31.5K <0.01% +926 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,158 shares 1,158 $31.4K <0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 170 shares; 2024Q3: 429 shares; 2024Q4: 338 shares; 2025Q1: 618 shares 618 $31.4K <0.01% +280 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,296 shares; 2024Q2: 3,290 shares; 2024Q3: 3,290 shares; 2024Q4: 3,291 shares; 2025Q1: 3,277 shares 3,277 $31.4K <0.01% -14 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,942 shares; 2024Q2: 2,009 shares; 2024Q3: 420 shares; 2024Q4: 547 shares; 2025Q1: 494 shares 494 $31.4K <0.01% -53 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,081 shares; 2024Q2: 1,679 shares; 2024Q3: 1,572 shares; 2024Q4: 1,884 shares; 2025Q1: 2,558 shares 2,558 $31.3K <0.01% +674 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 840 shares; 2024Q2: 829 shares; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 1,772 shares 1,772 $31.3K <0.01% +943 Timeline PSI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 795 shares; 2024Q2: 795 shares; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares 795 $31.2K <0.01% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 172 shares; 2024Q2: 172 shares; 2024Q3: 1,595 shares; 2024Q4: 790 shares; 2025Q1: 948 shares 948 $31.1K <0.01% +158 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 476 shares; 2024Q2: 476 shares; 2024Q3: 476 shares; 2024Q4: 561 shares; 2025Q1: 551 shares 551 $31.1K <0.01% -10 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 361 shares; 2024Q2: 361 shares; 2024Q3: 361 shares; 2024Q4: 394 shares; 2025Q1: 373 shares 373 $31K <0.01% -21 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 482 shares; 2024Q2: 445 shares; 2024Q3: 454 shares; 2024Q4: 429 shares; 2025Q1: 543 shares 543 $30.9K <0.01% +114 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,383 shares; 2024Q2: 3,383 shares; 2024Q3: 3,383 shares; 2024Q4: 3,460 shares; 2025Q1: 2,882 shares 2,882 $30.7K <0.01% -578 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,504 shares; 2024Q4: 2,504 shares; 2025Q1: 2,504 shares 2,504 $30.7K <0.01% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,313 shares; 2024Q2: 5,313 shares; 2024Q3: 5,313 shares; 2024Q4: 5,313 shares; 2025Q1: 5,313 shares 5,313 $30.7K <0.01% 0 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 160 shares; 2024Q2: 163 shares; 2024Q3: 135 shares; 2024Q4: 165 shares; 2025Q1: 1,152 shares 1,152 $30.6K <0.01% +987 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares 3,200 $30.6K <0.01% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 641 shares; 2024Q2: 641 shares; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares 641 $30.5K <0.01% 0 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,503 shares; 2024Q2: 2,253 shares; 2024Q3: 3,530 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares 2,253 $30.5K <0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 259 shares 259 $30.3K <0.01% +59 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,519 shares; 2024Q2: 1,519 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $30.3K <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 413 shares; 2024Q2: 413 shares; 2024Q3: 413 shares; 2024Q4: 452 shares; 2025Q1: 452 shares 452 $30.2K <0.01% 0 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 783 shares 783 $30.1K <0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,128 shares; 2024Q4: 2,550 shares; 2025Q1: 2,700 shares 2,700 $29.9K <0.01% +150 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,321 shares; 2024Q2: 3,332 shares; 2024Q3: 3,345 shares; 2024Q4: 1,731 shares; 2025Q1: 1,661 shares 1,661 $29.9K <0.01% -70 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 718 shares; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 761 shares 761 $29.9K <0.01% +43 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 1,254 shares; 2024Q3: 2,345 shares; 2024Q4: 1,981 shares; 2025Q1: 2,047 shares 2,047 $29.8K <0.01% +66 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,049 shares; 2024Q2: 2,049 shares; 2024Q3: 2,049 shares; 2024Q4: 2,049 shares; 2025Q1: 4,649 shares 4,649 $29.8K <0.01% +2,600 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 154 shares 154 $29.8K <0.01% +79 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,619 shares; 2024Q2: 1,211 shares; 2024Q3: 1,204 shares; 2024Q4: 1,064 shares; 2025Q1: 209 shares 209 $29.7K <0.01% -855 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,187 shares; 2024Q2: 3,038 shares; 2024Q3: 394 shares; 2024Q4: 588 shares; 2025Q1: 904 shares 904 $29.7K <0.01% +316 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,412 shares 2,412 $29.5K <0.01% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: not reported; 2024Q3: 103 shares; 2024Q4: not reported; 2025Q1: 234 shares 234 $29.5K <0.01% new Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,050 shares; 2024Q2: 5,050 shares; 2024Q3: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares 3,845 $29.5K <0.01% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,581 shares; 2024Q2: 5,880 shares; 2024Q3: 8,382 shares; 2024Q4: 4,611 shares; 2025Q1: 4,671 shares 4,671 $29.3K <0.01% +60 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 626 shares; 2024Q2: 626 shares; 2024Q3: 626 shares; 2024Q4: 624 shares; 2025Q1: 626 shares 626 $29.3K <0.01% +2 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,152 shares 1,152 $29.2K <0.01% new Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,820 shares; 2024Q2: 1,820 shares; 2024Q3: 1,820 shares; 2024Q4: 2,152 shares; 2025Q1: 1,614 shares 1,614 $29K <0.01% -538 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 424 shares; 2024Q2: 427 shares; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares 427 $29K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 355 shares; 2024Q4: 895 shares; 2025Q1: 895 shares 895 $28.9K <0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,000 shares; 2024Q2: 5,700 shares; 2024Q3: 8,317 shares; 2024Q4: 4,000 shares; 2025Q1: 4,001 shares 4,001 $28.9K <0.01% +1 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 784 shares; 2024Q2: 784 shares; 2024Q3: 753 shares; 2024Q4: 284 shares; 2025Q1: 768 shares 768 $28.9K <0.01% +484 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 670 shares; 2024Q2: 679 shares; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 686 shares 686 $28.8K <0.01% +16 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 957 shares; 2024Q2: 465 shares; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 566 shares 566 $28.7K <0.01% +101 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 750 shares; 2025Q1: 750 shares 750 $28.7K <0.01% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,910 shares; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares 1,910 $28.6K <0.01% 0 Timeline LUNG PULMONX CORP More: the full row for PULMONX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares 5,000 $28.6K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,894 shares; 2024Q2: 2,708 shares; 2024Q3: 1,392 shares; 2024Q4: 305 shares; 2025Q1: 305 shares 305 $28.5K <0.01% 0 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 963 shares; 2024Q2: 675 shares; 2024Q3: 961 shares; 2024Q4: 936 shares; 2025Q1: 986 shares 986 $28.5K <0.01% +50 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,001 shares 2,001 $28.4K <0.01% +1 Timeline PIONEER MUN HIGH INCOME OPPO PIONEER MUN HIGH INCOME OPPO More: the full row for PIONEER MUN HIGH INCOME OPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares 2,500 $28.4K <0.01% new TMF DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 325 shares; 2024Q2: 328 shares; 2024Q3: 653 shares; 2024Q4: 696 shares; 2025Q1: 700 shares 700 $28.3K <0.01% +4 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 20,000 shares; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares 1,983 $28.3K <0.01% 0 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 271 shares; 2024Q2: 271 shares; 2024Q3: 271 shares; 2024Q4: 245 shares; 2025Q1: 354 shares 354 $28.3K <0.01% +109 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 880 shares 880 $28.3K <0.01% +80 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 508 shares; 2024Q2: 369 shares; 2024Q3: 598 shares; 2024Q4: 308 shares; 2025Q1: 226 shares 226 $28.3K <0.01% -82 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 983 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 713 shares 713 $28.2K <0.01% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,042 shares; 2024Q2: 1,000 shares; 2024Q3: 1,044 shares; 2024Q4: 1,160 shares; 2025Q1: 1,275 shares 1,275 $28.1K <0.01% +115 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,169 shares; 2024Q2: 2,169 shares; 2024Q3: 2,503 shares; 2024Q4: 703 shares; 2025Q1: 703 shares 703 $28K <0.01% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,550 shares; 2024Q2: 550 shares; 2024Q3: 1,463 shares; 2024Q4: 1,890 shares; 2025Q1: 1,552 shares 1,552 $27.9K <0.01% -338 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,681 shares 1,681 $27.9K <0.01% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: 230 shares; 2025Q1: 978 shares 978 $27.9K <0.01% +748 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $27.8K <0.01% 0 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares 1,000 $27.7K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,263 shares; 2024Q2: 1,371 shares; 2024Q3: 1,371 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares 1,368 $27.6K <0.01% 0 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,500 shares; 2024Q4: 1,680 shares; 2025Q1: 1,510 shares 1,510 $27.6K <0.01% -170 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 740 shares; 2024Q2: 742 shares; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares 715 $27.6K <0.01% 0 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,664 shares; 2024Q2: 7,664 shares; 2024Q3: 6,664 shares; 2024Q4: 6,664 shares; 2025Q1: 6,664 shares 6,664 $27.5K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,223 shares; 2024Q2: 728 shares; 2024Q3: 723 shares; 2024Q4: 773 shares; 2025Q1: 749 shares 749 $27.5K <0.01% -24 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62 shares; 2024Q2: 37 shares; 2024Q3: 1,137 shares; 2024Q4: 1,037 shares; 2025Q1: 1,056 shares 1,056 $27.5K <0.01% +19 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,067 shares; 2024Q2: 1,108 shares; 2024Q3: 4,576 shares; 2024Q4: 1,067 shares; 2025Q1: 1,131 shares 1,131 $27.5K <0.01% +64 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,500 shares; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 1,500 shares 1,500 $27.4K <0.01% -1,166 Timeline MLAB MESA LABS INC More: the full row for MESA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 258 shares; 2024Q4: 259 shares; 2025Q1: 260 shares 260 $27.3K <0.01% +1 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 595 shares; 2024Q2: 519 shares; 2024Q3: 769 shares; 2024Q4: 1,019 shares; 2025Q1: 1,110 shares 1,110 $27.3K <0.01% +91 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,786 shares; 2024Q2: 4,099 shares; 2024Q3: 3,784 shares; 2024Q4: 3,764 shares; 2025Q1: 3,320 shares 3,320 $27.2K <0.01% -444 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,476 shares; 2024Q2: 25,476 shares; 2024Q3: 33,272 shares; 2024Q4: 8,100 shares; 2025Q1: 374 shares 374 $27.2K <0.01% -7,726 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,614 shares; 2024Q2: 4,614 shares; 2024Q3: 4,614 shares; 2024Q4: 840 shares; 2025Q1: 895 shares 895 $27.2K <0.01% +55 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 507 shares; 2024Q3: 500 shares; 2024Q4: 1,351 shares; 2025Q1: 1,361 shares 1,361 $27.2K <0.01% +10 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares 839 $27.1K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 132 shares; 2024Q3: 516 shares; 2024Q4: 1,458 shares; 2025Q1: 2,566 shares 2,566 $27.1K <0.01% +1,108 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,033 shares; 2024Q4: 0 shares; 2025Q1: 1,243 shares 1,243 $27.1K <0.01% +1,243 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,095 shares; 2024Q2: 1,099 shares; 2024Q3: 1,411 shares; 2024Q4: 171 shares; 2025Q1: 463 shares 463 $27K <0.01% +292 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 301 shares; 2024Q2: 836 shares; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 865 shares 865 $27K <0.01% +132 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares 8,700 $27K <0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 960 shares; 2024Q2: 360 shares; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares 360 $27K <0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 802 shares 802 $26.9K <0.01% new Timeline GAUZ GAUZY LTD More: the full row for GAUZY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,470 shares 3,470 $26.9K <0.01% new Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 460 shares; 2025Q1: 460 shares 460 $26.7K <0.01% 0 Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,006 shares; 2024Q2: 1,006 shares; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares 1,006 $26.6K <0.01% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,300 shares; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares; 2024Q4: 2,000 shares; 2025Q1: 2,050 shares 2,050 $26.5K <0.01% +50 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,876 shares; 2024Q2: 2,318 shares; 2024Q3: 1,012 shares; 2024Q4: 898 shares; 2025Q1: 1,174 shares 1,174 $26.5K <0.01% +276 Timeline OXFORD LANE CAP CORP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,100 shares; 2024Q2: 9,100 shares; 2024Q3: 13,949 shares; 2024Q4: 6,100 shares; 2025Q1: 6,101 shares 6,101 $26.5K <0.01% +1 POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 533 shares; 2024Q3: 533 shares; 2024Q4: 500 shares; 2025Q1: 639 shares 639 $26.5K <0.01% +139 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,555 shares; 2024Q2: 3,555 shares; 2024Q3: 1,917 shares; 2024Q4: 255 shares; 2025Q1: 256 shares 256 $26.1K <0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,258 shares 3,258 $26K <0.01% new Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,010 shares; 2024Q2: 10,905 shares; 2024Q3: 10,136 shares; 2024Q4: 991 shares; 2025Q1: 617 shares 617 $26K <0.01% -374 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $26K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,774 shares; 2024Q2: 1,484 shares; 2024Q3: 1,498 shares; 2024Q4: 1,153 shares; 2025Q1: 1,293 shares 1,293 $25.9K <0.01% +140 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 901 shares; 2024Q2: 901 shares; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares 901 $25.8K <0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,810 shares; 2024Q2: 3,295 shares; 2024Q3: 2,810 shares; 2024Q4: 2,190 shares; 2025Q1: 1,555 shares 1,555 $25.8K <0.01% -635 Timeline TDIV 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 401 shares; 2024Q2: 401 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $25.8K <0.01% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $25.8K <0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 230 shares; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 153 shares; 2025Q1: 157 shares 157 $25.5K <0.01% +4 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 472 shares; 2024Q2: 464 shares; 2024Q3: 700 shares; 2024Q4: 513 shares; 2025Q1: 518 shares 518 $25.5K <0.01% +5 Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,450 shares; 2024Q2: 3,450 shares; 2024Q3: 3,430 shares; 2024Q4: 4,430 shares; 2025Q1: 4,431 shares 4,431 $25.5K <0.01% +1 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 794 shares; 2024Q2: 794 shares; 2024Q3: 784 shares; 2024Q4: 762 shares; 2025Q1: 749 shares 749 $25.4K <0.01% -13 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 234 shares; 2024Q2: 404 shares; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 873 shares 873 $25.2K <0.01% +469 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 481 shares; 2024Q2: 922 shares; 2024Q3: 1,243 shares; 2024Q4: 481 shares; 2025Q1: 481 shares 481 $25.1K <0.01% 0 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 170 shares; 2024Q2: 170 shares; 2024Q3: 246 shares; 2024Q4: 177 shares; 2025Q1: 187 shares 187 $25.1K <0.01% +10 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 346 shares; 2024Q2: 346 shares; 2024Q3: 346 shares; 2024Q4: 356 shares; 2025Q1: 356 shares 356 $25K <0.01% 0 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 822 shares; 2024Q2: 671 shares; 2024Q3: 671 shares; 2024Q4: 671 shares; 2025Q1: 657 shares 657 $24.9K <0.01% -14 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 9 shares; 2024Q3: 356 shares; 2024Q4: 52 shares; 2025Q1: 1,403 shares 1,403 $24.8K <0.01% +1,351 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 375 shares; 2024Q2: 379 shares; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares 286 $24.8K <0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,163 shares; 2024Q2: 5,534 shares; 2024Q3: 4,788 shares; 2024Q4: 1,378 shares; 2025Q1: 1,184 shares 1,184 $24.7K <0.01% -194 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares 540 $24.7K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,137 shares; 2024Q3: 5,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares 1,137 $24.4K <0.01% 0 Timeline 89BIO INC 89BIO INC More: the full row for 89BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares 5,000 $24.1K <0.01% new VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 329 shares; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares 329 $24.1K <0.01% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,046 shares; 2024Q2: 2,046 shares; 2024Q3: 2,413 shares; 2024Q4: 367 shares; 2025Q1: 367 shares 367 $24.1K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 2,101 shares; 2024Q3: 1,400 shares; 2024Q4: 95 shares; 2025Q1: 319 shares 319 $24K <0.01% +224 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 270 shares; 2024Q2: 11,544 shares; 2024Q3: 446 shares; 2024Q4: 179 shares; 2025Q1: 279 shares 279 $23.9K <0.01% +100 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 264 shares; 2024Q2: 248 shares; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 159 shares 159 $23.9K <0.01% +1 Timeline PINE ALPINE INCOME PPTY TR INC More: the full row for ALPINE INCOME PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares 1,570 $23.8K <0.01% 0 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 287 shares 287 $23.8K <0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 132 shares; 2024Q2: 114 shares; 2024Q3: 62 shares; 2024Q4: 73 shares; 2025Q1: 137 shares 137 $23.8K <0.01% +64 Timeline BANKFINANCIAL CORP BANKFINANCIAL CORP More: the full row for BANKFINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $23.6K <0.01% 0 CNXN PC CONNECTION INC More: the full row for PC CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 583 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $23.6K <0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: 391 shares 391 $23.5K <0.01% -44 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares 1,800 $23.4K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,291 shares; 2024Q2: 2,140 shares; 2024Q3: 2,140 shares; 2024Q4: 2,440 shares; 2025Q1: 2,821 shares 2,821 $23.3K <0.01% +381 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $23.2K <0.01% 0 Timeline AMEDISYS INC AMEDISYS INC More: the full row for AMEDISYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 254 shares 254 $23.2K <0.01% +154 CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 750 shares; 2024Q2: 539 shares; 2024Q3: 539 shares; 2024Q4: 725 shares; 2025Q1: 725 shares 725 $23.2K <0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 244 shares; 2024Q2: 244 shares; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares 244 $23.2K <0.01% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 111 shares; 2024Q2: 115 shares; 2024Q3: 119 shares; 2024Q4: 100 shares; 2025Q1: 136 shares 136 $23.1K <0.01% +36 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 370 shares 370 $23.1K <0.01% +110 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 58 shares; 2024Q3: 111 shares; 2024Q4: 106 shares; 2025Q1: 106 shares 106 $23K <0.01% 0 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,001 shares; 2024Q2: 1,001 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $23K <0.01% 0 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $22.9K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,392 shares; 2024Q2: 732 shares; 2024Q3: 692 shares; 2024Q4: 668 shares; 2025Q1: 617 shares 617 $22.8K <0.01% -51 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 214 shares; 2024Q2: 214 shares; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 205 shares 205 $22.7K <0.01% -9 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,075 shares; 2024Q2: 855 shares; 2024Q3: 835 shares; 2024Q4: 512 shares; 2025Q1: 321 shares 321 $22.6K <0.01% -191 Timeline MAGN MAGNERA CORP More: the full row for MAGNERA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,673 shares 1,673 $22.6K <0.01% new Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 668 shares; 2024Q2: 495 shares; 2024Q3: 488 shares; 2024Q4: 488 shares; 2025Q1: 285 shares 285 $22.5K <0.01% -203 Timeline TCAF 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 680 shares; 2024Q4: 981 shares; 2025Q1: 776 shares 776 $22.5K <0.01% -205 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,756 shares; 2024Q2: 218 shares; 2024Q3: 208 shares; 2024Q4: 113 shares; 2025Q1: 109 shares 109 $22.4K <0.01% -4 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 562 shares; 2024Q2: 562 shares; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares 562 $22.4K <0.01% 0 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 578 shares 578 $22.4K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,724 shares; 2024Q2: 1,941 shares; 2024Q3: 1,941 shares; 2024Q4: 1,941 shares; 2025Q1: 2,393 shares 2,393 $22.4K <0.01% +452 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,563 shares; 2024Q2: 1,560 shares; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,321 shares 1,321 $22.2K <0.01% -200 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 642 shares; 2024Q2: 563 shares; 2024Q3: 445 shares; 2024Q4: 339 shares; 2025Q1: 283 shares 283 $22.2K <0.01% -56 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 305 shares; 2024Q2: 305 shares; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares 305 $22K <0.01% 0 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 813 shares; 2024Q2: 753 shares; 2024Q3: 607 shares; 2024Q4: 657 shares; 2025Q1: 627 shares 627 $22K <0.01% -30 Timeline FBT 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 160 shares; 2024Q2: 784 shares; 2024Q3: 500 shares; 2024Q4: 150 shares; 2025Q1: 150 shares 150 $21.9K <0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 167 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 85 shares 85 $21.7K <0.01% -65 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $21.6K <0.01% 0 Timeline AKR ACADIA RLTY TR More: the full row for ACADIA RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,043 shares; 2024Q2: 1,043 shares; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,234 shares 1,234 $21.6K <0.01% +191 Timeline PBE 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,385 shares; 2024Q2: 1,385 shares; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 385 shares 385 $21.6K <0.01% -1,000 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182 shares; 2024Q2: 244 shares; 2024Q3: 252 shares; 2024Q4: 169 shares; 2025Q1: 244 shares 244 $21.5K <0.01% +75 Timeline BUYW 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,685 shares 1,685 $21.4K <0.01% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,343 shares; 2024Q2: 50,343 shares; 2024Q3: 343 shares; 2024Q4: 337 shares; 2025Q1: 337 shares 337 $21.3K <0.01% 0 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares 1,490 $21.3K <0.01% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: not reported; 2024Q4: 429 shares; 2025Q1: 429 shares 429 $21.2K <0.01% 0 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,242 shares; 2024Q2: 2,249 shares; 2024Q3: 2,242 shares; 2024Q4: 2,247 shares; 2025Q1: 215 shares 215 $21K <0.01% -2,032 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 520 shares 520 $21K <0.01% +382 Timeline LENZ LENZ THERAPEUTICS INC More: the full row for LENZ THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares 1,146 $21K <0.01% 0 Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 209 shares; 2024Q2: 192 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,357 shares 1,357 $20.9K <0.01% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,650 shares; 2024Q2: 2,050 shares; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares 2,050 $20.8K <0.01% 0 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 784 shares; 2024Q2: 582 shares; 2024Q3: 635 shares; 2024Q4: 591 shares; 2025Q1: 317 shares 317 $20.8K <0.01% -274 Timeline IVOO 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares 240 $20.8K <0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,201 shares; 2024Q2: 2,637 shares; 2024Q3: 1,712 shares; 2024Q4: 401 shares; 2025Q1: 401 shares 401 $20.8K <0.01% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 165 shares; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 166 shares 166 $20.8K <0.01% +1 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,258 shares 1,258 $20.7K <0.01% +58 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,155 shares; 2024Q2: 1,370 shares; 2024Q3: 1,568 shares; 2024Q4: 2,128 shares; 2025Q1: 1,128 shares 1,128 $20.6K <0.01% -1,000 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares 500 $20.6K <0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,667 shares; 2024Q2: 977 shares; 2024Q3: 708 shares; 2024Q4: 708 shares; 2025Q1: 507 shares 507 $20.5K <0.01% -201 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 722 shares 722 $20.4K <0.01% +533 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,958 shares; 2024Q2: 6,255 shares; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 3,160 shares 3,160 $20.4K <0.01% +205 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 421 shares; 2024Q4: 573 shares; 2025Q1: 385 shares 385 $20.4K <0.01% -188 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,550 shares; 2024Q2: 1,898 shares; 2024Q3: 5,752 shares; 2024Q4: 10,598 shares; 2025Q1: 2,489 shares 2,489 $20.4K <0.01% -8,109 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,189 shares; 2024Q2: 4,000 shares; 2024Q3: 3,997 shares; 2024Q4: 3,997 shares; 2025Q1: 3,995 shares 3,995 $20.3K <0.01% -2 Timeline TMAT 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,305 shares 1,305 $20.3K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 566 shares; 2024Q2: 966 shares; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 1,214 shares 1,214 $20.2K <0.01% +248 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,913 shares; 2024Q2: 1,938 shares; 2024Q3: 1,956 shares; 2024Q4: 1,976 shares; 2025Q1: 1,996 shares 1,996 $20.2K <0.01% +20 Timeline FTSM 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 335 shares; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares 335 $20K <0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 887 shares; 2024Q2: 882 shares; 2024Q3: 838 shares; 2024Q4: 839 shares; 2025Q1: 858 shares 858 $20K <0.01% +19 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,312 shares; 2024Q2: 2,300 shares; 2024Q3: 2,305 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $19.9K <0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $19.9K <0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares 215 $19.8K <0.01% new Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 640 shares; 2024Q2: 100 shares; 2024Q3: 2,259 shares; 2024Q4: not reported; 2025Q1: 500 shares 500 $19.8K <0.01% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 194 shares; 2024Q2: 198 shares; 2024Q3: 324 shares; 2024Q4: 150 shares; 2025Q1: 192 shares 192 $19.7K <0.01% +42 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 650 shares 650 $19.7K <0.01% +450 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,165 shares; 2024Q2: 1,165 shares; 2024Q3: 1,165 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares 1,165 $19.7K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,176 shares; 2025Q1: 845 shares 845 $19.7K <0.01% -2,331 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $19.6K <0.01% 0 Timeline