BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,223 shares; 2024Q2: 2,244 shares; 2024Q3: 2,789 shares; 2024Q4: 3,218 shares; 2025Q1: 4,130 shares; 2025Q2: 5,567 shares; 2025Q3: 3,430 shares 3,430 $315K <0.01% -2,137 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 549 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 4,431 shares 4,431 $314K <0.01% +4,367 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 213 shares; 2024Q2: 53 shares; 2024Q3: 253 shares; 2024Q4: 28 shares; 2025Q1: 252 shares; 2025Q2: 971 shares; 2025Q3: 1,918 shares 1,918 $312K <0.01% +947 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,054 shares; 2024Q2: 1,060 shares; 2024Q3: 1,184 shares; 2024Q4: 2,998 shares; 2025Q1: 3,074 shares; 2025Q2: 1,553 shares; 2025Q3: 2,009 shares 2,009 $312K <0.01% +456 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 38 shares; 2024Q2: not reported; 2024Q3: 5,365,319 shares; 2024Q4: 77,755 shares; 2025Q1: 15,029 shares; 2025Q2: 15,673 shares; 2025Q3: 15,665 shares 15,665 $311K <0.01% -8 Timeline RDVY 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; 2023Q4: restricted; 2024Q1: 5,300 shares; 2024Q2: 5,326 shares; 2024Q3: 5,326 shares; 2024Q4: 4,622 shares; 2025Q1: 4,500 shares; 2025Q2: 4,341 shares; 2025Q3: 4,628 shares 4,628 $311K <0.01% +287 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 201,398 shares; 2024Q2: 202,139 shares; 2024Q3: 122,541 shares; 2024Q4: 119,059 shares; 2025Q1: 126,762 shares; 2025Q2: 1,602 shares; 2025Q3: 1,615 shares 1,615 $309K <0.01% +13 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,911 shares; 2024Q2: 7,087 shares; 2024Q3: 4,157 shares; 2024Q4: 3,675 shares; 2025Q1: 2,596 shares; 2025Q2: 1,623 shares; 2025Q3: 1,597 shares 1,597 $309K <0.01% -26 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,738 shares; 2024Q2: 4,788 shares; 2024Q3: 6,824 shares; 2024Q4: 5,944 shares; 2025Q1: 6,589 shares; 2025Q2: 6,202 shares; 2025Q3: 6,639 shares 6,639 $308K <0.01% +437 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,297 shares; 2024Q2: 8,164 shares; 2024Q3: 25,752 shares; 2024Q4: 25,107 shares; 2025Q1: 25,107 shares; 2025Q2: 40,532 shares; 2025Q3: 38,532 shares 38,532 $308K <0.01% -2,000 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,000 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares 5,600 $307K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,325 shares; 2024Q2: 12,845 shares; 2024Q3: 12,727 shares; 2024Q4: 12,452 shares; 2025Q1: 11,825 shares; 2025Q2: 7,262 shares; 2025Q3: 8,591 shares 8,591 $304K <0.01% +1,329 Timeline GNR 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; 2023Q4: restricted; 2024Q1: 4,224 shares; 2024Q2: 4,225 shares; 2024Q3: 4,225 shares; 2024Q4: 4,444 shares; 2025Q1: 5,074 shares; 2025Q2: 4,007 shares; 2025Q3: 5,117 shares 5,117 $303K <0.01% +1,110 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; 2023Q4: restricted; 2024Q1: 2,131 shares; 2024Q2: 2,963 shares; 2024Q3: 3,069 shares; 2024Q4: 1,037 shares; 2025Q1: 1,978 shares; 2025Q2: 12,426 shares; 2025Q3: 11,144 shares 11,144 $301K <0.01% -1,282 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 3,568 shares 3,568 $300K <0.01% +2,606 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,239 shares; 2024Q2: 1,650 shares; 2024Q3: 768 shares; 2024Q4: 10,422 shares; 2025Q1: 10,303 shares; 2025Q2: 2,644 shares; 2025Q3: 2,105 shares 2,105 $299K <0.01% -539 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 113 shares; 2024Q2: 2,052 shares; 2024Q3: 453 shares; 2024Q4: 471 shares; 2025Q1: 642 shares; 2025Q2: 429 shares; 2025Q3: 713 shares 713 $299K <0.01% +284 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,041 shares; 2024Q2: 623 shares; 2024Q3: 2,533 shares; 2024Q4: 749 shares; 2025Q1: 834 shares; 2025Q2: 738 shares; 2025Q3: 860 shares 860 $297K <0.01% +122 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,457 shares; 2024Q2: 1,467 shares; 2024Q3: 1,515 shares; 2024Q4: 1,457 shares; 2025Q1: 1,707 shares; 2025Q2: 1,580 shares; 2025Q3: 3,165 shares 3,165 $296K <0.01% +1,585 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 156,969 shares; 2024Q2: 152,189 shares; 2024Q3: 157,461 shares; 2024Q4: 165,219 shares; 2025Q1: 7,254 shares; 2025Q2: 6,514 shares; 2025Q3: 5,819 shares 5,819 $296K <0.01% -695 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 338,571 shares; 2024Q2: 288,076 shares; 2024Q3: 39,768 shares; 2024Q4: 37,977 shares; 2025Q1: 39,711 shares; 2025Q2: 20,997 shares; 2025Q3: 21,573 shares 21,573 $295K <0.01% +576 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,157 shares; 2024Q2: 4,450 shares; 2024Q3: 4,257 shares; 2024Q4: 4,418 shares; 2025Q1: 4,165 shares; 2025Q2: 4,200 shares; 2025Q3: 4,241 shares 4,241 $295K <0.01% +41 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 908 shares; 2024Q2: 908 shares; 2024Q3: 908 shares; 2024Q4: 2,228 shares; 2025Q1: 2,229 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares 2,326 $295K <0.01% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 4,675 shares 4,675 $293K <0.01% +4,507 Timeline WDIV 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares 3,999 $291K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,482 shares; 2024Q2: 2,236 shares; 2024Q3: 1,927 shares; 2024Q4: 4,255 shares; 2025Q1: 1,702 shares; 2025Q2: 3,218 shares; 2025Q3: 2,452 shares 2,452 $290K <0.01% -766 Timeline PRFZ 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; 2023Q4: restricted; 2024Q1: 19,370 shares; 2024Q2: 16,265 shares; 2024Q3: 15,215 shares; 2024Q4: 11,869 shares; 2025Q1: 8,464 shares; 2025Q2: 6,390 shares; 2025Q3: 6,390 shares 6,390 $290K <0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,603 shares; 2024Q2: 13,337 shares; 2024Q3: 11,817 shares; 2024Q4: 11,302 shares; 2025Q1: 8,765 shares; 2025Q2: 8,918 shares; 2025Q3: 12,862 shares 12,862 $287K <0.01% +3,944 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,229 shares; 2024Q2: 19,034 shares; 2024Q3: 16,179 shares; 2024Q4: 16,590 shares; 2025Q1: 12,707 shares; 2025Q2: 11,205 shares; 2025Q3: 12,583 shares 12,583 $287K <0.01% +1,378 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,306 shares; 2024Q2: 4,187 shares; 2024Q3: 4,332 shares; 2024Q4: 4,754 shares; 2025Q1: 5,242 shares; 2025Q2: 4,746 shares; 2025Q3: 4,887 shares 4,887 $286K <0.01% +141 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,999 shares; 2024Q2: 6,631 shares; 2024Q3: 4,743 shares; 2024Q4: 7,640 shares; 2025Q1: 10,625 shares; 2025Q2: 1,499 shares; 2025Q3: 2,194 shares 2,194 $286K <0.01% +695 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,307 shares; 2024Q2: 3,572 shares; 2024Q3: 4,247 shares; 2024Q4: 3,053 shares; 2025Q1: 3,421 shares; 2025Q2: 3,651 shares; 2025Q3: 5,374 shares 5,374 $286K <0.01% +1,723 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,277 shares; 2024Q2: 2,277 shares; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares 2,277 $286K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,690 shares; 2024Q2: 1,991 shares; 2024Q3: 1,825 shares; 2024Q4: 1,720 shares; 2025Q1: 1,740 shares; 2025Q2: 1,737 shares; 2025Q3: 1,743 shares 1,743 $285K <0.01% +6 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,561 shares; 2024Q2: 7,561 shares; 2024Q3: 7,561 shares; 2024Q4: 7,561 shares; 2025Q1: 7,561 shares; 2025Q2: 3,466 shares; 2025Q3: 3,466 shares 3,466 $285K <0.01% 0 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,650 shares; 2024Q2: 11,700 shares; 2024Q3: 9,941 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,600 shares; 2025Q3: 15,100 shares 15,100 $281K <0.01% +7,500 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,141 shares; 2025Q2: 14,141 shares; 2025Q3: 14,141 shares 14,141 $280K <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,254 shares; 2024Q2: 10,222 shares; 2024Q3: 9,939 shares; 2024Q4: 10,500 shares; 2025Q1: 10,700 shares; 2025Q2: 10,443 shares; 2025Q3: 11,306 shares 11,306 $280K <0.01% +863 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,649 shares; 2024Q2: 5,518 shares; 2024Q3: 7,755 shares; 2024Q4: 3,965 shares; 2025Q1: 3,853 shares; 2025Q2: 4,009 shares; 2025Q3: 5,332 shares 5,332 $278K <0.01% +1,323 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,152 shares; 2024Q2: 2,175 shares; 2024Q3: 1,823 shares; 2024Q4: 1,420 shares; 2025Q1: 1,228 shares; 2025Q2: 1,237 shares; 2025Q3: 1,368 shares 1,368 $278K <0.01% +131 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,503 shares; 2024Q2: 22,999 shares; 2024Q3: 9,443 shares; 2024Q4: 9,524 shares; 2025Q1: 9,371 shares; 2025Q2: 9,341 shares; 2025Q3: 5,402 shares 5,402 $277K <0.01% -3,939 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,053 shares; 2024Q2: 3,009 shares; 2024Q3: 3,009 shares; 2024Q4: 3,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,184 shares; 2025Q3: 1,899 shares 1,899 $277K <0.01% -285 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,873 shares; 2025Q3: 7,747 shares 7,747 $276K <0.01% +1,874 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,276 shares; 2024Q2: 305 shares; 2024Q3: 298 shares; 2024Q4: 597 shares; 2025Q1: 5,117 shares; 2025Q2: 693 shares; 2025Q3: 10,967 shares 10,967 $276K <0.01% +10,274 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,278 shares; 2024Q2: 1,280 shares; 2024Q3: 2,868 shares; 2024Q4: 3,750 shares; 2025Q1: 3,629 shares; 2025Q2: 2,146 shares; 2025Q3: 2,272 shares 2,272 $275K <0.01% +126 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,794 shares; 2024Q2: 2,643 shares; 2024Q3: 2,522 shares; 2024Q4: 1,482 shares; 2025Q1: 2,847 shares; 2025Q2: 2,830 shares; 2025Q3: 3,419 shares 3,419 $273K <0.01% +589 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,431 shares; 2024Q2: 1,431 shares; 2024Q3: 4,715 shares; 2024Q4: 6,345 shares; 2025Q1: 11,166 shares; 2025Q2: 6,032 shares; 2025Q3: 4,752 shares 4,752 $273K <0.01% -1,280 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; 2023Q4: restricted; 2024Q1: 194 shares; 2024Q2: 198 shares; 2024Q3: 324 shares; 2024Q4: 150 shares; 2025Q1: 192 shares; 2025Q2: 2,063 shares; 2025Q3: 2,068 shares 2,068 $273K <0.01% +5 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 1 shares; 2025Q3: 3,887 shares 3,887 $272K <0.01% +3,886 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,346 shares; 2024Q2: 2,484 shares; 2024Q3: 3,801 shares; 2024Q4: 2,847 shares; 2025Q1: 2,625 shares; 2025Q2: 2,650 shares; 2025Q3: 2,215 shares 2,215 $272K <0.01% -435 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 964 shares; 2024Q2: 987 shares; 2024Q3: 988 shares; 2024Q4: 992 shares; 2025Q1: 1,034 shares; 2025Q2: 1,027 shares; 2025Q3: 781 shares 781 $271K <0.01% -246 Timeline VRP 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; 2023Q4: restricted; 2024Q1: 14,370 shares; 2024Q2: 9,370 shares; 2024Q3: 9,370 shares; 2024Q4: 9,370 shares; 2025Q1: 9,370 shares; 2025Q2: 9,370 shares; 2025Q3: 10,970 shares 10,970 $271K <0.01% +1,600 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,280 shares; 2024Q2: 3,897 shares; 2024Q3: 3,895 shares; 2024Q4: 4,616 shares; 2025Q1: 4,799 shares; 2025Q2: 3,017 shares; 2025Q3: 2,992 shares 2,992 $271K <0.01% -25 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,125 shares; 2024Q2: 2,712 shares; 2024Q3: 2,154 shares; 2024Q4: 1,778 shares; 2025Q1: 2,507 shares; 2025Q2: 2,338 shares; 2025Q3: 2,384 shares 2,384 $271K <0.01% +46 Timeline AVUV 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; 2023Q4: restricted; 2024Q1: 1,657 shares; 2024Q2: 1,660 shares; 2024Q3: 1,963 shares; 2024Q4: 1,701 shares; 2025Q1: 3,326 shares; 2025Q2: 2,636 shares; 2025Q3: 2,712 shares 2,712 $270K <0.01% +76 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,686 shares; 2024Q4: 4,621 shares; 2025Q1: 3,862 shares; 2025Q2: 3,276 shares; 2025Q3: 3,281 shares 3,281 $270K <0.01% +5 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 621 shares; 2024Q2: 687 shares; 2024Q3: 685 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 1,497 shares; 2025Q3: 1,508 shares 1,508 $269K <0.01% +11 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,113 shares; 2024Q2: 9,444 shares; 2024Q3: 11,375 shares; 2024Q4: 8,377 shares; 2025Q1: 11,461 shares; 2025Q2: 11,590 shares; 2025Q3: 16,405 shares 16,405 $269K <0.01% +4,815 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,015 shares; 2024Q2: 973 shares; 2024Q3: 973 shares; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,476 shares; 2025Q3: 1,432 shares 1,432 $269K <0.01% -44 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,317 shares; 2024Q2: 1,323 shares; 2024Q3: 1,424 shares; 2024Q4: 1,742 shares; 2025Q1: 1,748 shares; 2025Q2: 1,754 shares; 2025Q3: 1,758 shares 1,758 $269K <0.01% +4 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,208 shares; 2024Q2: 1,272 shares; 2024Q3: 1,229 shares; 2024Q4: 1,285 shares; 2025Q1: 798 shares; 2025Q2: 2,718 shares; 2025Q3: 3,246 shares 3,246 $268K <0.01% +528 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,108 shares; 2024Q2: 7,153 shares; 2024Q3: 3,579 shares; 2024Q4: 9,408 shares; 2025Q1: 16,244 shares; 2025Q2: 9,086 shares; 2025Q3: 8,984 shares 8,984 $266K <0.01% -102 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,573 shares; 2024Q2: 2,553 shares; 2024Q3: 2,627 shares; 2024Q4: 9,627 shares; 2025Q1: 10,064 shares; 2025Q2: 8,694 shares; 2025Q3: 7,530 shares 7,530 $266K <0.01% -1,164 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,408 shares; 2024Q2: 3,471 shares; 2024Q3: 3,009 shares; 2024Q4: 3,585 shares; 2025Q1: 3,029 shares; 2025Q2: 6,209 shares; 2025Q3: 4,888 shares 4,888 $265K <0.01% -1,321 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,170 shares; 2024Q2: 15,796 shares; 2024Q3: 13,994 shares; 2024Q4: 11,862 shares; 2025Q1: 14,798 shares; 2025Q2: 14,249 shares; 2025Q3: 20,083 shares 20,083 $264K <0.01% +5,834 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 29,073 shares; 2024Q2: 28,590 shares; 2024Q3: 28,034 shares; 2024Q4: 51,746 shares; 2025Q1: 1,339 shares; 2025Q2: 1,427 shares; 2025Q3: 1,761 shares 1,761 $263K <0.01% +334 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,435 shares; 2024Q2: 3,145 shares; 2024Q3: 3,325 shares; 2024Q4: 3,437 shares; 2025Q1: 2,611 shares; 2025Q2: 2,828 shares; 2025Q3: 3,537 shares 3,537 $263K <0.01% +709 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,315 shares; 2024Q2: 1,093 shares; 2024Q3: 2,138 shares; 2024Q4: 1,325 shares; 2025Q1: 4,746 shares; 2025Q2: 2,734 shares; 2025Q3: 5,594 shares 5,594 $263K <0.01% +2,860 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,974 shares; 2024Q2: 3,286 shares; 2024Q3: 3,574 shares; 2024Q4: 2,616 shares; 2025Q1: 1,805 shares; 2025Q2: 2,687 shares; 2025Q3: 3,749 shares 3,749 $262K <0.01% +1,062 Timeline XMHQ 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; 2023Q4: restricted; 2024Q1: 2,949 shares; 2024Q2: 3,586 shares; 2024Q3: 3,550 shares; 2024Q4: 3,830 shares; 2025Q1: 3,409 shares; 2025Q2: 3,362 shares; 2025Q3: 2,487 shares 2,487 $261K <0.01% -875 Timeline VPL 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; 2023Q4: restricted; 2024Q1: 2,649 shares; 2024Q2: 2,532 shares; 2024Q3: 2,544 shares; 2024Q4: 3,021 shares; 2025Q1: 2,441 shares; 2025Q2: 2,684 shares; 2025Q3: 2,956 shares 2,956 $260K <0.01% +272 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,822 shares; 2024Q2: 5,567 shares; 2024Q3: 5,681 shares; 2024Q4: 5,567 shares; 2025Q1: 5,696 shares; 2025Q2: 5,702 shares; 2025Q3: 6,006 shares 6,006 $259K <0.01% +304 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 328 shares; 2024Q2: 328 shares; 2024Q3: 1,079 shares; 2024Q4: 1,375 shares; 2025Q1: 2,443 shares; 2025Q2: 3,504 shares; 2025Q3: 5,974 shares 5,974 $259K <0.01% +2,470 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 364 shares; 2024Q2: 365 shares; 2024Q3: 1,789 shares; 2024Q4: 991 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares 1,159 $258K <0.01% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,025 shares; 2025Q3: 5,018 shares 5,018 $258K <0.01% -7 Timeline VOOG 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; 2023Q4: restricted; 2024Q1: 566 shares; 2024Q2: 583 shares; 2024Q3: 561 shares; 2024Q4: 550 shares; 2025Q1: 581 shares; 2025Q2: 582 shares; 2025Q3: 593 shares 593 $258K <0.01% +11 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,569 shares 13,569 $257K <0.01% new Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,279 shares; 2024Q2: 3,279 shares; 2024Q3: 3,204 shares; 2024Q4: 2,854 shares; 2025Q1: 915 shares; 2025Q2: 1,746 shares; 2025Q3: 2,191 shares 2,191 $256K <0.01% +445 Timeline GMF 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 366 shares; 2024Q3: 2,196 shares; 2024Q4: 2,196 shares; 2025Q1: 2,196 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares 1,830 $254K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,960 shares; 2024Q2: 5,960 shares; 2024Q3: 5,960 shares; 2024Q4: 5,960 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 4,000 shares 4,000 $253K <0.01% -1,600 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; 2023Q4: restricted; 2024Q1: 1,866 shares; 2024Q2: 1,457 shares; 2024Q3: 1,414 shares; 2024Q4: 591 shares; 2025Q1: 531 shares; 2025Q2: 461 shares; 2025Q3: 1,956 shares 1,956 $252K <0.01% +1,495 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,130 shares; 2024Q2: 8,871 shares; 2024Q3: 7,616 shares; 2024Q4: 5,280 shares; 2025Q1: 4,524 shares; 2025Q2: 3,790 shares; 2025Q3: 3,474 shares 3,474 $252K <0.01% -316 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 694 shares; 2024Q2: 694 shares; 2024Q3: 694 shares; 2024Q4: 282 shares; 2025Q1: 1,724 shares; 2025Q2: 5,557 shares; 2025Q3: 6,065 shares 6,065 $250K <0.01% +508 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,470 shares 7,470 $250K <0.01% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,044 shares; 2024Q2: 4,068 shares; 2024Q3: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,067 shares; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares 4,044 $249K <0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,543 shares; 2024Q2: 4,543 shares; 2024Q3: 4,989 shares; 2024Q4: 4,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares 4,543 $249K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,853 shares; 2024Q2: 4,202 shares; 2024Q3: 3,182 shares; 2024Q4: 3,282 shares; 2025Q1: 2,481 shares; 2025Q2: 2,005 shares; 2025Q3: 2,817 shares 2,817 $248K <0.01% +812 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 50 shares; 2024Q3: 134 shares; 2024Q4: 142 shares; 2025Q1: 504 shares; 2025Q2: 1,565 shares; 2025Q3: 814 shares 814 $248K <0.01% -751 Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,299 shares; 2024Q2: 6,199 shares; 2024Q3: 6,089 shares; 2024Q4: 6,089 shares; 2025Q1: 6,089 shares; 2025Q2: 6,089 shares; 2025Q3: 6,089 shares 6,089 $248K <0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,726 shares; 2024Q2: 4,627 shares; 2024Q3: 5,747 shares; 2024Q4: 4,968 shares; 2025Q1: 7,847 shares; 2025Q2: 7,541 shares; 2025Q3: 11,328 shares 11,328 $248K <0.01% +3,787 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,000 shares; 2024Q4: 6,108 shares; 2025Q1: 6,228 shares; 2025Q2: 6,108 shares; 2025Q3: 6,223 shares 6,223 $247K <0.01% +115 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 37,210 shares; 2024Q2: 17,356 shares; 2024Q3: 156,074 shares; 2024Q4: 44,970 shares; 2025Q1: 18,887 shares; 2025Q2: 19,074 shares; 2025Q3: 19,250 shares 19,250 $246K <0.01% +176 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,642 shares; 2024Q2: 1,664 shares; 2024Q3: 1,642 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 227 shares; 2025Q3: 3,460 shares 3,460 $246K <0.01% +3,233 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 256,737 shares; 2024Q2: 255,679 shares; 2024Q3: 253,207 shares; 2024Q4: 246,056 shares; 2025Q1: 6,176 shares; 2025Q2: 5,013 shares; 2025Q3: 4,907 shares 4,907 $245K <0.01% -106 Timeline TBLL 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares 2,318 $245K <0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,708 shares; 2024Q2: 21,858 shares; 2024Q3: 20,312 shares; 2024Q4: 17,162 shares; 2025Q1: 17,162 shares; 2025Q2: 17,162 shares; 2025Q3: 17,162 shares 17,162 $245K <0.01% 0 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,110 shares 6,110 $244K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,777 shares; 2024Q2: 21,244 shares; 2024Q3: 22,241 shares; 2024Q4: 25,892 shares; 2025Q1: 22,572 shares; 2025Q2: 22,246 shares; 2025Q3: 24,456 shares 24,456 $242K <0.01% +2,210 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 947 shares; 2024Q4: 25,122 shares; 2025Q1: 948 shares; 2025Q2: 996 shares; 2025Q3: 1,075 shares 1,075 $241K <0.01% +79 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 573 shares; 2024Q2: 257 shares; 2024Q3: 293 shares; 2024Q4: 267 shares; 2025Q1: 270 shares; 2025Q2: 180 shares; 2025Q3: 426 shares 426 $241K <0.01% +246 Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,384 shares; 2025Q3: 2,384 shares 2,384 $240K <0.01% 0 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,305 shares; 2024Q2: 1,402 shares; 2024Q3: 1,614 shares; 2024Q4: 1,262 shares; 2025Q1: 989 shares; 2025Q2: 1,002 shares; 2025Q3: 1,063 shares 1,063 $240K <0.01% +61 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,460 shares; 2024Q2: 5,963 shares; 2024Q3: 6,662 shares; 2024Q4: 10,045 shares; 2025Q1: 8,719 shares; 2025Q2: 4,404 shares; 2025Q3: 4,084 shares 4,084 $240K <0.01% -320 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,181 shares; 2024Q2: 11,052 shares; 2024Q3: 8,236 shares; 2024Q4: 7,279 shares; 2025Q1: 9,390 shares; 2025Q2: 6,136 shares; 2025Q3: 9,183 shares 9,183 $239K <0.01% +3,047 Timeline RSPG 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,011 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $239K <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; 2023Q4: restricted; 2024Q1: 901 shares; 2024Q2: 811 shares; 2024Q3: 1,422 shares; 2024Q4: 811 shares; 2025Q1: 392 shares; 2025Q2: 539 shares; 2025Q3: 1,189 shares 1,189 $239K <0.01% +650 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,549 shares; 2024Q2: 1,543 shares; 2024Q3: 1,573 shares; 2024Q4: 1,546 shares; 2025Q1: 1,567 shares; 2025Q2: 1,618 shares; 2025Q3: 1,566 shares 1,566 $238K <0.01% -52 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,070 shares; 2024Q2: 3,996 shares; 2024Q3: 3,783 shares; 2024Q4: 3,357 shares; 2025Q1: 2,941 shares; 2025Q2: 2,934 shares; 2025Q3: 4,333 shares 4,333 $237K <0.01% +1,399 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 238 shares; 2024Q2: 364 shares; 2024Q3: 6,000 shares; 2024Q4: 10,199 shares; 2025Q1: 8,384 shares; 2025Q2: 9,269 shares; 2025Q3: 9,551 shares 9,551 $237K <0.01% +282 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 474,586 shares; 2024Q2: 596,138 shares; 2024Q3: 157,708 shares; 2024Q4: 6,783 shares; 2025Q1: 2,630 shares; 2025Q2: 2,209 shares; 2025Q3: 1,786 shares 1,786 $237K <0.01% -423 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,006 shares; 2024Q2: 8,080 shares; 2024Q3: 4,053 shares; 2024Q4: 169,611 shares; 2025Q1: 173,438 shares; 2025Q2: 9,278 shares; 2025Q3: 9,279 shares 9,279 $236K <0.01% +1 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,009 shares; 2024Q2: 6,182 shares; 2024Q3: 6,371 shares; 2024Q4: 6,957 shares; 2025Q1: 7,276 shares; 2025Q2: 20,044 shares; 2025Q3: 13,866 shares 13,866 $236K <0.01% -6,178 Timeline CUSHMAN & WAKEFIELD UK HOLDC CUSHMAN & WAKEFIELD UK HOLDC More: the full row for CUSHMAN & WAKEFIELD UK HOLDC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,516 shares; 2024Q2: not reported; 2024Q3: 13,114 shares; 2024Q4: 16,681 shares; 2025Q1: 17,476 shares; 2025Q2: 23,339 shares; 2025Q3: 14,810 shares 14,810 $236K <0.01% -8,529 IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,794 shares; 2024Q2: 2,430 shares; 2024Q3: 3,477 shares; 2024Q4: 9,683 shares; 2025Q1: 9,688 shares; 2025Q2: 9,691 shares; 2025Q3: 9,696 shares 9,696 $236K <0.01% +5 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,074 shares; 2024Q2: 3,414 shares; 2024Q3: 3,961 shares; 2024Q4: 4,295 shares; 2025Q1: 5,064 shares; 2025Q2: 6,342 shares; 2025Q3: 9,507 shares 9,507 $234K <0.01% +3,165 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,359 shares; 2024Q2: 7,590 shares; 2024Q3: 5,275 shares; 2024Q4: 5,787 shares; 2025Q1: 5,986 shares; 2025Q2: 9,402 shares; 2025Q3: 12,858 shares 12,858 $234K <0.01% +3,456 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,965 shares; 2024Q2: 4,907 shares; 2024Q3: 3,987 shares; 2024Q4: 5,998 shares; 2025Q1: 6,895 shares; 2025Q2: 6,907 shares; 2025Q3: 6,408 shares 6,408 $234K <0.01% -499 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,938 shares; 2024Q2: 3,575 shares; 2024Q3: 3,055 shares; 2024Q4: 12,238 shares; 2025Q1: 9,842 shares; 2025Q2: 2,778 shares; 2025Q3: 2,912 shares 2,912 $233K <0.01% +134 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,926 shares; 2024Q2: 3,907 shares; 2024Q3: 6,308 shares; 2024Q4: 4,680 shares; 2025Q1: 4,126 shares; 2025Q2: 3,266 shares; 2025Q3: 3,472 shares 3,472 $233K <0.01% +206 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,525 shares; 2024Q2: 12,295 shares; 2024Q3: 12,091 shares; 2024Q4: 9,672 shares; 2025Q1: 9,438 shares; 2025Q2: 5,529 shares; 2025Q3: 8,324 shares 8,324 $232K <0.01% +2,795 IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 913 shares; 2024Q2: 913 shares; 2024Q3: 30,703 shares; 2024Q4: 650 shares; 2025Q1: 675 shares; 2025Q2: 3,017 shares; 2025Q3: 3,763 shares 3,763 $231K <0.01% +746 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; 2023Q4: restricted; 2024Q1: 1,290 shares; 2024Q2: 1,076 shares; 2024Q3: 960 shares; 2024Q4: 862 shares; 2025Q1: 659 shares; 2025Q2: 896 shares; 2025Q3: 2,471 shares 2,471 $231K <0.01% +1,575 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,600 shares; 2024Q2: 8,500 shares; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares 8,500 $230K <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,173 shares; 2024Q2: 1,173 shares; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares 1,536 $229K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,786 shares; 2024Q2: 2,786 shares; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,272 shares; 2025Q2: 3,304 shares; 2025Q3: 4,299 shares 4,299 $228K <0.01% +995 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 22,000 shares 22,000 $228K <0.01% +4,000 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 427 shares; 2024Q2: 32 shares; 2024Q3: 280 shares; 2024Q4: 917 shares; 2025Q1: 730 shares; 2025Q2: 871 shares; 2025Q3: 1,269 shares 1,269 $227K <0.01% +398 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,082 shares; 2024Q2: 4,322 shares; 2024Q3: 3,078 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares 3,760 $226K <0.01% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,992 shares; 2024Q2: 4,002 shares; 2024Q3: 4,012 shares; 2024Q4: 4,378 shares; 2025Q1: 3,486 shares; 2025Q2: 2,328 shares; 2025Q3: 2,332 shares 2,332 $226K <0.01% +4 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,413 shares; 2024Q2: 10,987 shares; 2024Q3: 10,370 shares; 2024Q4: 6,612 shares; 2025Q1: 6,069 shares; 2025Q2: 4,159 shares; 2025Q3: 5,234 shares 5,234 $226K <0.01% +1,075 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,786 shares; 2024Q2: 2,786 shares; 2024Q3: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 2,786 shares; 2025Q3: 2,786 shares 2,786 $226K <0.01% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,952 shares; 2024Q2: 5,967 shares; 2024Q3: 6,497 shares; 2024Q4: 9,202 shares; 2025Q1: 9,230 shares; 2025Q2: 9,259 shares; 2025Q3: 6,734 shares 6,734 $226K <0.01% -2,525 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,424 shares; 2024Q2: 2,150 shares; 2024Q3: 1,920 shares; 2024Q4: 3,360 shares; 2025Q1: 4,662 shares; 2025Q2: 4,772 shares; 2025Q3: 5,482 shares 5,482 $226K <0.01% +710 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 710 shares; 2024Q2: 799 shares; 2024Q3: 800 shares; 2024Q4: 1,371 shares; 2025Q1: 1,377 shares; 2025Q2: 1,467 shares; 2025Q3: 1,266 shares 1,266 $225K <0.01% -201 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,157 shares; 2024Q2: 2,245 shares; 2024Q3: 2,386 shares; 2024Q4: 5,022 shares; 2025Q1: 4,150 shares; 2025Q2: 4,098 shares; 2025Q3: 5,784 shares 5,784 $224K <0.01% +1,686 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,288 shares; 2024Q2: 18,894 shares; 2024Q3: 19,939 shares; 2024Q4: 17,590 shares; 2025Q1: 17,008 shares; 2025Q2: 22,189 shares; 2025Q3: 24,394 shares 24,394 $223K <0.01% +2,205 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,034 shares; 2024Q2: 991 shares; 2024Q3: 1,030 shares; 2024Q4: 916 shares; 2025Q1: 866 shares; 2025Q2: 713 shares; 2025Q3: 773 shares 773 $223K <0.01% +60 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,115 shares; 2024Q2: 15,175 shares; 2024Q3: 16,319 shares; 2024Q4: 17,050 shares; 2025Q1: 14,586 shares; 2025Q2: 12,916 shares; 2025Q3: 11,921 shares 11,921 $223K <0.01% -995 Timeline TRC TEJON RANCH CO More: the full row for TEJON RANCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,623 shares; 2024Q2: 14,423 shares; 2024Q3: 14,123 shares; 2024Q4: 14,223 shares; 2025Q1: 14,123 shares; 2025Q2: 13,852 shares; 2025Q3: 13,924 shares 13,924 $223K <0.01% +72 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 681 shares; 2024Q2: 681 shares; 2024Q3: 682 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 1,842 shares 1,842 $221K <0.01% +1,161 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,337 shares; 2024Q2: 2,057 shares; 2024Q3: 1,500 shares; 2024Q4: 2,767 shares; 2025Q1: 1,343 shares; 2025Q2: 1,330 shares; 2025Q3: 1,930 shares 1,930 $220K <0.01% +600 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $219K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,959 shares; 2024Q2: 1,954 shares; 2024Q3: 1,945 shares; 2024Q4: 1,939 shares; 2025Q1: 2,001 shares; 2025Q2: 558 shares; 2025Q3: 738 shares 738 $219K <0.01% +180 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,172 shares; 2024Q2: 5,172 shares; 2024Q3: 5,172 shares; 2024Q4: 5,172 shares; 2025Q1: 5,697 shares; 2025Q2: 6,485 shares; 2025Q3: 6,485 shares 6,485 $218K <0.01% 0 Timeline 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; 2023Q4: restricted; 2024Q1: 1,560 shares; 2024Q2: 2,002 shares; 2024Q3: 2,529 shares; 2024Q4: 2,407 shares; 2025Q1: 2,937 shares; 2025Q2: 6,508 shares; 2025Q3: 8,373 shares 8,373 $218K <0.01% +1,865 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,530 shares; 2024Q2: 1,530 shares; 2024Q3: 1,530 shares; 2024Q4: 1,615 shares; 2025Q1: 1,567 shares; 2025Q2: 1,626 shares; 2025Q3: 1,518 shares 1,518 $218K <0.01% -108 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; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,972 shares; 2025Q3: 2,835 shares 2,835 $218K <0.01% +863 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,900 shares; 2024Q2: 3,900 shares; 2024Q3: 3,675 shares; 2024Q4: 3,685 shares; 2025Q1: 3,475 shares; 2025Q2: 3,475 shares; 2025Q3: 3,150 shares 3,150 $218K <0.01% -325 Timeline NAMS NEWAMSTERDAM PHARMA COMPANY More: the full row for NEWAMSTERDAM PHARMA COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,640 shares; 2024Q2: 12,640 shares; 2024Q3: 7,640 shares; 2024Q4: 7,640 shares; 2025Q1: 7,640 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares 7,640 $217K <0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,852 shares; 2024Q2: 2,893 shares; 2024Q3: 1,979 shares; 2024Q4: 1,537 shares; 2025Q1: 2,342 shares; 2025Q2: 1,448 shares; 2025Q3: 3,260 shares 3,260 $216K <0.01% +1,812 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 45,600 shares; 2024Q2: 46,100 shares; 2024Q3: 45,465 shares; 2024Q4: 43,770 shares; 2025Q1: 38,776 shares; 2025Q2: 60,901 shares; 2025Q3: 39,880 shares 39,880 $215K <0.01% -21,021 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,629 shares; 2024Q2: 403 shares; 2024Q3: 397 shares; 2024Q4: 856 shares; 2025Q1: 7,069 shares; 2025Q2: 824 shares; 2025Q3: 9,295 shares 9,295 $215K <0.01% +8,471 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,011 shares; 2024Q2: 1,615 shares; 2024Q3: 4,510 shares; 2024Q4: 4,495 shares; 2025Q1: 4,335 shares; 2025Q2: 4,300 shares; 2025Q3: 5,096 shares 5,096 $214K <0.01% +796 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,439 shares; 2024Q2: 3,439 shares; 2024Q3: 3,439 shares; 2024Q4: 3,439 shares; 2025Q1: 3,439 shares; 2025Q2: 3,439 shares; 2025Q3: 3,439 shares 3,439 $214K <0.01% 0 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,884 shares; 2024Q2: 18,858 shares; 2024Q3: 9,671 shares; 2024Q4: 5,397 shares; 2025Q1: 7,915 shares; 2025Q2: 6,704 shares; 2025Q3: 6,634 shares 6,634 $213K <0.01% -70 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,883 shares; 2024Q2: 3,929 shares; 2024Q3: 966,504 shares; 2024Q4: 3,053 shares; 2025Q1: 4,046 shares; 2025Q2: 2,562 shares; 2025Q3: 2,891 shares 2,891 $212K <0.01% +329 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; 2023Q4: restricted; 2024Q1: 551 shares; 2024Q2: 552 shares; 2024Q3: 552 shares; 2024Q4: 639 shares; 2025Q1: 554 shares; 2025Q2: 1,357 shares; 2025Q3: 1,359 shares 1,359 $211K <0.01% +2 Timeline SURG SURGEPAYS INC More: the full row for SURGEPAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,000 shares 75,000 $211K <0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 992 shares; 2024Q2: 1,125 shares; 2024Q3: 10,679 shares; 2024Q4: 557 shares; 2025Q1: 581 shares; 2025Q2: 452 shares; 2025Q3: 1,745 shares 1,745 $209K <0.01% +1,293 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,273 shares; 2024Q2: 8,760 shares; 2024Q3: 8,749 shares; 2024Q4: 8,588 shares; 2025Q1: 11,978 shares; 2025Q2: 10,010 shares; 2025Q3: 9,666 shares 9,666 $208K <0.01% -344 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 711 shares; 2024Q2: 711 shares; 2024Q3: 711 shares; 2024Q4: 1,696 shares; 2025Q1: 1,729 shares; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares 1,730 $208K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 228 shares; 2024Q2: 2,307 shares; 2024Q3: 2,748 shares; 2024Q4: 3,092 shares; 2025Q1: 2,748 shares; 2025Q2: 2,718 shares; 2025Q3: 4,543 shares 4,543 $208K <0.01% +1,825 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,110 shares; 2024Q2: 256 shares; 2024Q3: 1,021 shares; 2024Q4: 986 shares; 2025Q1: 785 shares; 2025Q2: 445 shares; 2025Q3: 973 shares 973 $208K <0.01% +528 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,850 shares; 2025Q3: 1,150 shares 1,150 $208K <0.01% -700 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,777 shares; 2024Q2: 9,347 shares; 2024Q3: 10,588 shares; 2024Q4: 8,400 shares; 2025Q1: 8,904 shares; 2025Q2: 4,330 shares; 2025Q3: 5,841 shares 5,841 $206K <0.01% +1,511 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,088 shares; 2024Q2: 8,088 shares; 2024Q3: 8,088 shares; 2024Q4: 8,088 shares; 2025Q1: 8,088 shares; 2025Q2: 8,088 shares; 2025Q3: 7,412 shares 7,412 $206K <0.01% -676 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,047 shares; 2024Q2: 5,047 shares; 2024Q3: 5,597 shares; 2024Q4: 5,047 shares; 2025Q1: 5,050 shares; 2025Q2: 5,054 shares; 2025Q3: 5,064 shares 5,064 $205K <0.01% +10 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 206 shares; 2024Q2: 263 shares; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 1 shares; 2025Q2: 2,092 shares; 2025Q3: 5,777 shares 5,777 $205K <0.01% +3,685 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,759 shares; 2024Q2: 9,537 shares; 2024Q3: 10,573 shares; 2024Q4: 16,491 shares; 2025Q1: 13,590 shares; 2025Q2: 3,196 shares; 2025Q3: 3,103 shares 3,103 $205K <0.01% -93 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 120 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,264 shares 6,264 $205K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,738 shares; 2024Q2: 11,112 shares; 2024Q3: 7,130 shares; 2024Q4: 4,780 shares; 2025Q1: 5,864 shares; 2025Q2: 2,756 shares; 2025Q3: 3,042 shares 3,042 $204K <0.01% +286 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,047 shares; 2024Q2: 2,346 shares; 2024Q3: 2,650 shares; 2024Q4: 3,175 shares; 2025Q1: 5,837 shares; 2025Q2: 4,773 shares; 2025Q3: 4,318 shares 4,318 $204K <0.01% -455 Timeline PJP 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; 2023Q4: restricted; 2024Q1: 2,240 shares; 2024Q2: 2,240 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200 $203K <0.01% 0 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,028 shares 7,028 $203K <0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 932 shares; 2024Q2: 1,007 shares; 2024Q3: 1,154 shares; 2024Q4: 1,160 shares; 2025Q1: 1,472 shares; 2025Q2: 1,577 shares; 2025Q3: 1,456 shares 1,456 $203K <0.01% -121 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,267 shares; 2024Q2: 273 shares; 2024Q3: 540 shares; 2024Q4: 326 shares; 2025Q1: 276 shares; 2025Q2: 273 shares; 2025Q3: 4,919 shares 4,919 $202K <0.01% +4,646 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,393 shares; 2024Q2: 12,393 shares; 2024Q3: 11,993 shares; 2024Q4: 11,993 shares; 2025Q1: 11,993 shares; 2025Q2: 11,993 shares; 2025Q3: 9,593 shares 9,593 $201K <0.01% -2,400 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,626 shares; 2025Q2: 4,280 shares; 2025Q3: 5,130 shares 5,130 $201K <0.01% +850 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,550 shares; 2024Q2: 4,870 shares; 2024Q3: 4,574 shares; 2024Q4: 2,372 shares; 2025Q1: 2,512 shares; 2025Q2: 2,499 shares; 2025Q3: 3,497 shares 3,497 $200K <0.01% +998 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,527 shares; 2025Q1: 1 shares; 2025Q2: 976 shares; 2025Q3: 8,957 shares 8,957 $200K <0.01% +7,981 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 148 shares; 2024Q2: 148 shares; 2024Q3: 148 shares; 2024Q4: 1,486 shares; 2025Q1: 1,383 shares; 2025Q2: 1,424 shares; 2025Q3: 1,965 shares 1,965 $199K <0.01% +541 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 502 shares; 2024Q2: 522 shares; 2024Q3: 1,380 shares; 2024Q4: 1,086 shares; 2025Q1: 971 shares; 2025Q2: 3,888 shares; 2025Q3: 2,880 shares 2,880 $198K <0.01% -1,008 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,219 shares; 2024Q2: 14,219 shares; 2024Q3: 14,723 shares; 2024Q4: 14,723 shares; 2025Q1: 13,749 shares; 2025Q2: 14,265 shares; 2025Q3: 13,265 shares 13,265 $198K <0.01% -1,000 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 952 shares; 2024Q2: 952 shares; 2024Q3: 2,398 shares; 2024Q4: 2,398 shares; 2025Q1: 2,532 shares; 2025Q2: 2,398 shares; 2025Q3: 2,487 shares 2,487 $198K <0.01% +89 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,848 shares; 2024Q2: 4,991 shares; 2024Q3: 4,067 shares; 2024Q4: 7,046 shares; 2025Q1: 6,726 shares; 2025Q2: 8,395 shares; 2025Q3: 7,639 shares 7,639 $197K <0.01% -756 Timeline HTZWW HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,226 shares; 2025Q3: 53,253 shares 53,253 $197K <0.01% +27 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,277 shares; 2024Q2: 25,904 shares; 2024Q3: 13,420 shares; 2024Q4: 5,064 shares; 2025Q1: 4,422 shares; 2025Q2: 4,515 shares; 2025Q3: 3,890 shares 3,890 $197K <0.01% -625 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,702 shares; 2024Q2: 1,594 shares; 2024Q3: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares 1,594 $197K <0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,770 shares; 2024Q2: 2,770 shares; 2024Q3: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 4,976 shares 4,976 $197K <0.01% +2,206 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,338 shares; 2024Q2: 3,044 shares; 2024Q3: 3,533 shares; 2024Q4: 4,830 shares; 2025Q1: 4,989 shares; 2025Q2: 4,400 shares; 2025Q3: 3,760 shares 3,760 $197K <0.01% -640 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,778 shares; 2024Q2: 4,788 shares; 2024Q3: 4,908 shares; 2024Q4: 4,604 shares; 2025Q1: 3,969 shares; 2025Q2: 3,747 shares; 2025Q3: 3,811 shares 3,811 $196K <0.01% +64 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 863 shares; 2024Q2: 879 shares; 2024Q3: 907 shares; 2024Q4: 917 shares; 2025Q1: 668 shares; 2025Q2: 677 shares; 2025Q3: 944 shares 944 $196K <0.01% +267 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,070 shares; 2024Q2: 4,070 shares; 2024Q3: 4,070 shares; 2024Q4: 4,070 shares; 2025Q1: 4,070 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares 4,070 $196K <0.01% 0 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 42,090 shares; 2024Q2: 42,090 shares; 2024Q3: 45,174 shares; 2024Q4: 39,798 shares; 2025Q1: 36,900 shares; 2025Q2: 35,390 shares; 2025Q3: 34,289 shares 34,289 $196K <0.01% -1,101 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,478 shares; 2024Q2: 2,731 shares; 2024Q3: 4,940 shares; 2024Q4: 7,455 shares; 2025Q1: 7,005 shares; 2025Q2: 7,248 shares; 2025Q3: 7,595 shares 7,595 $195K <0.01% +347 Timeline SIGA SIGA TECHNOLOGIES INC More: the full row for SIGA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,000 shares; 2024Q2: 26,000 shares; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 21,316 shares; 2025Q3: 21,316 shares 21,316 $195K <0.01% 0 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,367 shares; 2024Q2: 2,367 shares; 2024Q3: 2,339 shares; 2024Q4: 2,349 shares; 2025Q1: 2,319 shares; 2025Q2: 2,279 shares; 2025Q3: 2,289 shares 2,289 $194K <0.01% +10 Timeline SNCY SUN CTRY AIRLS HLDGS INC More: the full row for SUN CTRY AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,425 shares; 2025Q1: 12,375 shares; 2025Q2: 15,979 shares; 2025Q3: 16,448 shares 16,448 $194K <0.01% +469 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,226 shares; 2024Q2: 2,226 shares; 2024Q3: 2,383 shares; 2024Q4: 2,646 shares; 2025Q1: 3,403 shares; 2025Q2: 3,487 shares; 2025Q3: 3,835 shares 3,835 $194K <0.01% +348 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,919 shares; 2024Q2: 1,686 shares; 2024Q3: 1,689 shares; 2024Q4: 19,679 shares; 2025Q1: 20,029 shares; 2025Q2: 1,819 shares; 2025Q3: 3,425 shares 3,425 $194K <0.01% +1,606 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,350 shares; 2024Q2: 7,350 shares; 2024Q3: 10,369 shares; 2024Q4: 9,459 shares; 2025Q1: 9,459 shares; 2025Q2: 12,815 shares; 2025Q3: 12,815 shares 12,815 $193K <0.01% 0 Timeline AWRE AWARE INC MASS More: the full row for AWARE INC MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 70,000 shares; 2024Q2: 70,000 shares; 2024Q3: 70,000 shares; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 80,000 shares 80,000 $193K <0.01% +10,000 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 4,389 shares; 2025Q2: 3,306 shares; 2025Q3: 3,401 shares 3,401 $193K <0.01% +95 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 356 shares; 2024Q2: 303 shares; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 2,120 shares 2,120 $192K <0.01% +1,874 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,007 shares; 2024Q3: 1,505 shares; 2024Q4: 1,653 shares; 2025Q1: 1,708 shares; 2025Q2: 3,223 shares; 2025Q3: 3,484 shares 3,484 $191K <0.01% +261 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; 2023Q4: restricted; 2024Q1: 270 shares; 2024Q2: 11,544 shares; 2024Q3: 446 shares; 2024Q4: 179 shares; 2025Q1: 279 shares; 2025Q2: 1,279 shares; 2025Q3: 1,350 shares 1,350 $191K <0.01% +71 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 212 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 683 shares; 2025Q1: 732 shares; 2025Q2: 758 shares; 2025Q3: 766 shares 766 $191K <0.01% +8 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,560 shares; 2024Q2: 4,836 shares; 2024Q3: 5,000 shares; 2024Q4: 5,787 shares; 2025Q1: 5,596 shares; 2025Q2: 2,191 shares; 2025Q3: 3,279 shares 3,279 $190K <0.01% +1,088 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,326 shares; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares; 2024Q4: 2,100 shares; 2025Q1: 5,641 shares; 2025Q2: 5,610 shares; 2025Q3: 3,634 shares 3,634 $190K <0.01% -1,976 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150,742 shares; 2024Q2: 149,577 shares; 2024Q3: 9,436 shares; 2024Q4: 2,598 shares; 2025Q1: 2,717 shares; 2025Q2: 2,204 shares; 2025Q3: 3,275 shares 3,275 $190K <0.01% +1,071 Timeline SLDB SOLID BIOSCIENCES INC More: the full row for SOLID BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,600 shares; 2025Q2: 30,600 shares; 2025Q3: 30,600 shares 30,600 $189K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 276 shares; 2024Q2: 276 shares; 2024Q3: 407 shares; 2024Q4: 276 shares; 2025Q1: 302 shares; 2025Q2: 276 shares; 2025Q3: 1,136 shares 1,136 $188K <0.01% +860 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,752 shares; 2024Q2: 8,239 shares; 2024Q3: 11,433 shares; 2024Q4: 9,870 shares; 2025Q1: 10,207 shares; 2025Q2: 10,386 shares; 2025Q3: 10,691 shares 10,691 $188K <0.01% +305 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 651 shares; 2024Q2: 692 shares; 2024Q3: 443 shares; 2024Q4: 484 shares; 2025Q1: 527 shares; 2025Q2: 748 shares; 2025Q3: 768 shares 768 $188K <0.01% +20 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 885 shares; 2024Q2: 1,715 shares; 2024Q3: 2,611 shares; 2024Q4: 2,741 shares; 2025Q1: 2,791 shares; 2025Q2: 2,430 shares; 2025Q3: 2,388 shares 2,388 $187K <0.01% -42 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 687 shares; 2024Q2: 1,751 shares; 2024Q3: 1,751 shares; 2024Q4: 1,345 shares; 2025Q1: 1,348 shares; 2025Q2: 1,274 shares; 2025Q3: 1,598 shares 1,598 $187K <0.01% +324 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 4,301 shares; 2025Q1: 4,651 shares; 2025Q2: 6,297 shares; 2025Q3: 6,436 shares 6,436 $186K <0.01% +139 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 832 shares; 2024Q4: 6,287 shares; 2025Q1: 5,769 shares; 2025Q2: 5,769 shares; 2025Q3: 5,769 shares 5,769 $185K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 686 shares; 2024Q2: 714 shares; 2024Q3: 1,160 shares; 2024Q4: 937 shares; 2025Q1: 659 shares; 2025Q2: 607 shares; 2025Q3: 2,538 shares 2,538 $185K <0.01% +1,931 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 564 shares; 2024Q2: 7,064 shares; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 30,264 shares; 2025Q2: 30,264 shares; 2025Q3: 20,564 shares 20,564 $185K <0.01% -9,700 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,840 shares; 2024Q2: 1,840 shares; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares 1,840 $185K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,514 shares; 2024Q2: 3,514 shares; 2024Q3: 3,514 shares; 2024Q4: 3,708 shares; 2025Q1: 3,514 shares; 2025Q2: 3,514 shares; 2025Q3: 2,563 shares 2,563 $184K <0.01% -951 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,315 shares; 2024Q2: 18,315 shares; 2024Q3: 16,506 shares; 2024Q4: 16,586 shares; 2025Q1: 17,212 shares; 2025Q2: 14,365 shares; 2025Q3: 14,061 shares 14,061 $183K <0.01% -304 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,417 shares; 2024Q2: 4,879 shares; 2024Q3: 5,478 shares; 2024Q4: 5,279 shares; 2025Q1: 3,499 shares; 2025Q2: 4,669 shares; 2025Q3: 5,543 shares 5,543 $182K <0.01% +874 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 359 shares; 2024Q2: 366 shares; 2024Q3: 337 shares; 2024Q4: 312 shares; 2025Q1: 377 shares; 2025Q2: 399 shares; 2025Q3: 539 shares 539 $182K <0.01% +140 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $182K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,647 shares; 2024Q2: 3,647 shares; 2024Q3: 3,421 shares; 2024Q4: 3,440 shares; 2025Q1: 2,847 shares; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares 2,847 $181K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,331 shares; 2024Q2: 1,742 shares; 2024Q3: 1,780 shares; 2024Q4: 1,794 shares; 2025Q1: 3,351 shares; 2025Q2: 3,109 shares; 2025Q3: 2,351 shares 2,351 $178K <0.01% -758 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; 2023Q4: restricted; 2024Q1: 363 shares; 2024Q2: 314 shares; 2024Q3: 5,667 shares; 2024Q4: 343 shares; 2025Q1: 546 shares; 2025Q2: 895 shares; 2025Q3: 1,384 shares 1,384 $178K <0.01% +489 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 365 shares; 2025Q2: 315 shares; 2025Q3: 1,394 shares 1,394 $177K <0.01% +1,079 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,381 shares; 2024Q2: 3,537 shares; 2024Q3: 3,373 shares; 2024Q4: 3,323 shares; 2025Q1: 3,244 shares; 2025Q2: 1,159 shares; 2025Q3: 918 shares 918 $176K <0.01% -241 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,410 shares; 2024Q2: 1,802 shares; 2024Q3: 1,281 shares; 2024Q4: 1,829 shares; 2025Q1: 2,231 shares; 2025Q2: 2,010 shares; 2025Q3: 1,454 shares 1,454 $176K <0.01% -556 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,857 shares; 2024Q2: 5,115 shares; 2024Q3: 5,110 shares; 2024Q4: 2,638 shares; 2025Q1: 4,949 shares; 2025Q2: 4,880 shares; 2025Q3: 3,858 shares 3,858 $176K <0.01% -1,022 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,332 shares; 2024Q2: 1,332 shares; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 733 shares; 2025Q3: 926 shares 926 $175K <0.01% +193 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 32,626 shares; 2024Q2: 32,674 shares; 2024Q3: 32,626 shares; 2024Q4: 33,107 shares; 2025Q1: 16,107 shares; 2025Q2: 16,106 shares; 2025Q3: 16,149 shares 16,149 $175K <0.01% +43 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 661 shares; 2024Q2: 2,612 shares; 2024Q3: 2,297 shares; 2024Q4: 2,754 shares; 2025Q1: 2,756 shares; 2025Q2: 2,963 shares; 2025Q3: 2,983 shares 2,983 $175K <0.01% +20 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 671 shares; 2024Q2: 683 shares; 2024Q3: 683 shares; 2024Q4: 666 shares; 2025Q1: 1,952 shares; 2025Q2: 1,964 shares; 2025Q3: 1,964 shares 1,964 $175K <0.01% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,172 shares; 2025Q3: 4,172 shares 4,172 $175K <0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 219 shares; 2025Q2: 119 shares; 2025Q3: 343 shares 343 $175K <0.01% +224 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,502 shares; 2024Q2: 2,385 shares; 2024Q3: 2,531 shares; 2024Q4: 2,454 shares; 2025Q1: 2,497 shares; 2025Q2: 2,290 shares; 2025Q3: 2,783 shares 2,783 $174K <0.01% +493 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,091 shares; 2025Q3: 8,091 shares 8,091 $174K <0.01% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 7,750 shares 7,750 $174K <0.01% +6,250 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,491 shares; 2024Q2: 1,346 shares; 2024Q3: 1,598 shares; 2024Q4: 572 shares; 2025Q1: 1,474 shares; 2025Q2: 2,169 shares; 2025Q3: 2,135 shares 2,135 $173K <0.01% -34 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,818 shares; 2024Q2: 1,819 shares; 2024Q3: 1,819 shares; 2024Q4: 1,520 shares; 2025Q1: 1,465 shares; 2025Q2: 1,550 shares; 2025Q3: 1,551 shares 1,551 $173K <0.01% +1 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,947 shares; 2024Q2: 5,392 shares; 2024Q3: 4,834 shares; 2024Q4: 133 shares; 2025Q1: 500 shares; 2025Q2: 5,567 shares; 2025Q3: 5,716 shares 5,716 $172K <0.01% +149 Timeline JEPQ 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; 2023Q4: restricted; 2024Q1: 2,927 shares; 2024Q2: 2,926 shares; 2024Q3: 3,116 shares; 2024Q4: 4,705 shares; 2025Q1: 1,642 shares; 2025Q2: 3,115 shares; 2025Q3: 2,988 shares 2,988 $172K <0.01% -127 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $171K <0.01% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,294 shares; 2024Q2: 2,294 shares; 2024Q3: 2,312 shares; 2024Q4: 2,246 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,325 shares 2,325 $170K <0.01% +104 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,617 shares; 2025Q3: 3,896 shares 3,896 $170K <0.01% -721 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,989 shares; 2024Q4: 2,989 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,513 shares 1,513 $170K <0.01% -887 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 390 shares; 2024Q2: 272 shares; 2024Q3: 392 shares; 2024Q4: 409 shares; 2025Q1: 607 shares; 2025Q2: 488 shares; 2025Q3: 540 shares 540 $169K <0.01% +52 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,073 shares; 2024Q2: 1,207 shares; 2024Q3: 1,076 shares; 2024Q4: 1,028 shares; 2025Q1: 1,146 shares; 2025Q2: 850 shares; 2025Q3: 1,010 shares 1,010 $169K <0.01% +160 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares 4,460 $168K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,254 shares; 2024Q2: 5,113 shares; 2024Q3: 5,666 shares; 2024Q4: 3,119 shares; 2025Q1: 2,761 shares; 2025Q2: 2,096 shares; 2025Q3: 2,184 shares 2,184 $168K <0.01% +88 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; 2023Q4: restricted; 2024Q1: 22,233 shares; 2024Q2: 22,233 shares; 2024Q3: 22,233 shares; 2024Q4: 22,233 shares; 2025Q1: 22,233 shares; 2025Q2: 22,233 shares; 2025Q3: 22,233 shares 22,233 $168K <0.01% 0 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 152 shares; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 2,299 shares; 2025Q3: 2,363 shares 2,363 $168K <0.01% +64 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,256 shares; 2024Q2: 3,020 shares; 2024Q3: 2,607 shares; 2024Q4: 2,222 shares; 2025Q1: 2,638 shares; 2025Q2: 2,226 shares; 2025Q3: 3,811 shares 3,811 $168K <0.01% +1,585 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,525 shares; 2024Q2: 3,269 shares; 2024Q3: 2,596 shares; 2024Q4: 2,556 shares; 2025Q1: 2,504 shares; 2025Q2: 2,481 shares; 2025Q3: 3,979 shares 3,979 $167K <0.01% +1,498 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,539 shares; 2024Q2: 2,112 shares; 2024Q3: 2,149 shares; 2024Q4: 1,615 shares; 2025Q1: 2,108 shares; 2025Q2: 2,307 shares; 2025Q3: 1,742 shares 1,742 $167K <0.01% -565 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 2,474 shares; 2025Q3: 4,781 shares 4,781 $167K <0.01% +2,307 Timeline XMLV 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; 2023Q4: restricted; 2024Q1: 3,524 shares; 2024Q2: 3,700 shares; 2024Q3: 3,833 shares; 2024Q4: 3,805 shares; 2025Q1: 3,590 shares; 2025Q2: 3,590 shares; 2025Q3: 2,620 shares 2,620 $167K <0.01% -970 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,679 shares; 2024Q2: 2,571 shares; 2024Q3: 1,532 shares; 2024Q4: 1,384 shares; 2025Q1: 1,162 shares; 2025Q2: 1,100 shares; 2025Q3: 1,189 shares 1,189 $167K <0.01% +89 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 961 shares; 2024Q2: 961 shares; 2024Q3: 1,375 shares; 2024Q4: 2,471 shares; 2025Q1: 2,456 shares; 2025Q2: 2,074 shares; 2025Q3: 2,621 shares 2,621 $166K <0.01% +547 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 808 shares; 2024Q2: 758 shares; 2024Q3: 758 shares; 2024Q4: 491 shares; 2025Q1: 2,234 shares; 2025Q2: 1,923 shares; 2025Q3: 1,656 shares 1,656 $166K <0.01% -267 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,786 shares; 2024Q2: 715 shares; 2024Q3: 869 shares; 2024Q4: 931 shares; 2025Q1: 1,078 shares; 2025Q2: 1,092 shares; 2025Q3: 1,960 shares 1,960 $166K <0.01% +868 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 2,752 shares; 2024Q3: 1,502 shares; 2024Q4: 1,002 shares; 2025Q1: 2,907 shares; 2025Q2: 2,905 shares; 2025Q3: 3,826 shares 3,826 $165K <0.01% +921 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; 2023Q4: restricted; 2024Q1: 197 shares; 2024Q2: 201 shares; 2024Q3: 216 shares; 2024Q4: 242 shares; 2025Q1: 311 shares; 2025Q2: 182 shares; 2025Q3: 879 shares 879 $164K <0.01% +697 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,548 shares; 2024Q2: 20,540 shares; 2024Q3: 20,540 shares; 2024Q4: 20,540 shares; 2025Q1: 21,198 shares; 2025Q2: 20,540 shares; 2025Q3: 20,540 shares 20,540 $164K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 80 shares; 2024Q2: 173 shares; 2024Q3: 1,106 shares; 2024Q4: 781 shares; 2025Q1: 3,055 shares; 2025Q2: 2,095 shares; 2025Q3: 5,307 shares 5,307 $163K <0.01% +3,212 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,297 shares; 2024Q2: 2,303 shares; 2024Q3: 2,310 shares; 2024Q4: 4,485 shares; 2025Q1: 4,493 shares; 2025Q2: 4,500 shares; 2025Q3: 4,508 shares 4,508 $163K <0.01% +8 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,948 shares; 2024Q2: 7,347 shares; 2024Q3: 6,023 shares; 2024Q4: 8,065 shares; 2025Q1: 3,532 shares; 2025Q2: 6,631 shares; 2025Q3: 6,588 shares 6,588 $162K <0.01% -43 Timeline CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 172,649 shares; 2024Q2: 172,649 shares; 2024Q3: 172,649 shares; 2024Q4: 172,649 shares; 2025Q1: 172,649 shares; 2025Q2: 172,649 shares; 2025Q3: 172,649 shares 172,649 $161K <0.01% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,748 shares; 2024Q2: 7,091 shares; 2024Q3: not reported; 2024Q4: 8,267 shares; 2025Q1: 10,777 shares; 2025Q2: 8,697 shares; 2025Q3: 14,553 shares 14,553 $161K <0.01% +5,856 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,691 shares; 2024Q2: 2,649 shares; 2024Q3: 2,665 shares; 2024Q4: 1,539 shares; 2025Q1: 598 shares; 2025Q2: 636 shares; 2025Q3: 593 shares 593 $161K <0.01% -43 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,065 shares; 2024Q2: 16,716 shares; 2024Q3: 7,650 shares; 2024Q4: 7,650 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 7,650 shares 7,650 $161K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,113 shares; 2024Q2: 15,468 shares; 2024Q3: 19,847 shares; 2024Q4: 15,238 shares; 2025Q1: 20,385 shares; 2025Q2: 8,133 shares; 2025Q3: 17,906 shares 17,906 $161K <0.01% +9,773 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; 2023Q4: restricted; 2024Q1: 401 shares; 2024Q2: 401 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 415 shares; 2025Q3: 1,615 shares 1,615 $159K <0.01% +1,200 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,558 shares; 2024Q4: 7,782 shares; 2025Q1: 8,107 shares; 2025Q2: 8,248 shares; 2025Q3: 8,434 shares 8,434 $159K <0.01% +186 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 280 shares; 2025Q3: 1,414 shares 1,414 $159K <0.01% +1,134 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,465 shares; 2024Q2: 24,680 shares; 2024Q3: 21,556 shares; 2024Q4: 14,685 shares; 2025Q1: 21,845 shares; 2025Q2: 15,848 shares; 2025Q3: 16,168 shares 16,168 $158K <0.01% +320 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,223 shares; 2024Q2: 728 shares; 2024Q3: 723 shares; 2024Q4: 773 shares; 2025Q1: 749 shares; 2025Q2: 3,019 shares; 2025Q3: 1,885 shares 1,885 $158K <0.01% -1,134 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,376 shares; 2024Q2: 6,402 shares; 2024Q3: 9,200 shares; 2024Q4: 3,040 shares; 2025Q1: 2,492 shares; 2025Q2: 2,451 shares; 2025Q3: 2,977 shares 2,977 $158K <0.01% +526 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,854 shares; 2024Q2: 4,627 shares; 2024Q3: 4,443 shares; 2024Q4: 4,087 shares; 2025Q1: 4,883 shares; 2025Q2: 6,096 shares; 2025Q3: 6,116 shares 6,116 $158K <0.01% +20 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 367 shares; 2024Q2: 367 shares; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 338 shares; 2025Q2: 335 shares; 2025Q3: 335 shares 335 $156K <0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,288 shares; 2025Q2: 3,038 shares; 2025Q3: 4,654 shares 4,654 $156K <0.01% +1,616 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,217 shares; 2024Q2: 1,365 shares; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares 1,365 $156K <0.01% 0 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,412,540 shares; 2024Q2: 1,412,540 shares; 2024Q3: 1,412,540 shares; 2024Q4: 1,417,716 shares; 2025Q1: 1,418,802 shares; 2025Q2: 405,861 shares; 2025Q3: 6,034 shares 6,034 $156K <0.01% -399,827 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 529 shares; 2024Q2: 2,566 shares; 2024Q3: 7,377 shares; 2024Q4: 7,168 shares; 2025Q1: 6,647 shares; 2025Q2: 1,920 shares; 2025Q3: 2,144 shares 2,144 $156K <0.01% +224 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,046 shares; 2024Q2: 2,046 shares; 2024Q3: 2,413 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 2,046 shares 2,046 $156K <0.01% +1,679 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,885 shares; 2024Q2: 28,012 shares; 2024Q3: 15,492 shares; 2024Q4: 12,538 shares; 2025Q1: 4,862 shares; 2025Q2: 4,445 shares; 2025Q3: 2,574 shares 2,574 $155K <0.01% -1,871 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,803 shares; 2024Q2: 3,467 shares; 2024Q3: 8,406 shares; 2024Q4: 9,551 shares; 2025Q1: 6,211 shares; 2025Q2: 8,428 shares; 2025Q3: 5,084 shares 5,084 $155K <0.01% -3,344 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,600 shares; 2024Q2: 3,600 shares; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 3,369 shares 3,369 $155K <0.01% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 38,743 shares; 2024Q2: 40,230 shares; 2024Q3: 31,696 shares; 2024Q4: 25,231 shares; 2025Q1: 22,770 shares; 2025Q2: 6,579 shares; 2025Q3: 3,905 shares 3,905 $154K <0.01% -2,674 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,760 shares; 2024Q2: 3,755 shares; 2024Q3: 3,765 shares; 2024Q4: 2,829 shares; 2025Q1: 4,098 shares; 2025Q2: 3,031 shares; 2025Q3: 4,138 shares 4,138 $154K <0.01% +1,107 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,077 shares; 2025Q2: 5,168 shares; 2025Q3: 7,369 shares 7,369 $154K <0.01% +2,201 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,176 shares; 2024Q2: 1,125 shares; 2024Q3: 4,826 shares; 2024Q4: 4,840 shares; 2025Q1: 4,869 shares; 2025Q2: 1,114 shares; 2025Q3: 1,089 shares 1,089 $154K <0.01% -25 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,394 shares; 2024Q2: 6,772 shares; 2024Q3: 7,317 shares; 2024Q4: 2,453 shares; 2025Q1: 141 shares; 2025Q2: 1,067 shares; 2025Q3: 3,225 shares 3,225 $154K <0.01% +2,158 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,067 shares; 2025Q2: 2,867 shares; 2025Q3: 3,206 shares 3,206 $154K <0.01% +339 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 140 shares; 2024Q2: 2,198 shares; 2024Q3: 3,276 shares; 2024Q4: 3,563 shares; 2025Q1: 4,294 shares; 2025Q2: 4,368 shares; 2025Q3: 4,492 shares 4,492 $153K <0.01% +124 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 662 shares; 2024Q2: 640 shares; 2024Q3: 640 shares; 2024Q4: 6,492 shares; 2025Q1: 7,984 shares; 2025Q2: 8,016 shares; 2025Q3: 7,902 shares 7,902 $152K <0.01% -114 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 11,357 shares 11,357 $152K <0.01% +9,957 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares 1,706 $151K <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; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 2,101 shares; 2024Q3: 1,400 shares; 2024Q4: 95 shares; 2025Q1: 319 shares; 2025Q2: 259 shares; 2025Q3: 1,677 shares 1,677 $150K <0.01% +1,418 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,619 shares; 2024Q2: 3,619 shares; 2024Q3: 3,619 shares; 2024Q4: 4,399 shares; 2025Q1: 1,099 shares; 2025Q2: 1,248 shares; 2025Q3: 1,449 shares 1,449 $150K <0.01% +201 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,168 shares; 2024Q2: 3,574 shares; 2024Q3: 3,415 shares; 2024Q4: 3,457 shares; 2025Q1: 3,445 shares; 2025Q2: 1,839 shares; 2025Q3: 1,665 shares 1,665 $149K <0.01% -174 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; 2023Q4: restricted; 2024Q1: 2,447 shares; 2024Q2: 1,579 shares; 2024Q3: 2,187 shares; 2024Q4: 3,776 shares; 2025Q1: 2,827 shares; 2025Q2: 7,157 shares; 2025Q3: 4,588 shares 4,588 $149K <0.01% -2,569 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; 2023Q4: restricted; 2024Q1: 1,235 shares; 2024Q2: 1,346 shares; 2024Q3: 1,595 shares; 2024Q4: 1,713 shares; 2025Q1: 1,474 shares; 2025Q2: 1,645 shares; 2025Q3: 2,595 shares 2,595 $149K <0.01% +950 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,583 shares; 2024Q2: 6,347 shares; 2024Q3: 3,757 shares; 2024Q4: 2,742 shares; 2025Q1: 1,897 shares; 2025Q2: 1,716 shares; 2025Q3: 1,686 shares 1,686 $148K <0.01% -30 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,009 shares; 2024Q2: 2,448 shares; 2024Q3: 2,761 shares; 2024Q4: 3,011 shares; 2025Q1: 2,425 shares; 2025Q2: 2,580 shares; 2025Q3: 2,466 shares 2,466 $148K <0.01% -114 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,484 shares; 2024Q2: 2,356 shares; 2024Q3: 18,613 shares; 2024Q4: 2,181 shares; 2025Q1: 2,519 shares; 2025Q2: 1,996 shares; 2025Q3: 1,882 shares 1,882 $148K <0.01% -114 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,142 shares; 2024Q2: 1,142 shares; 2024Q3: 942 shares; 2024Q4: 942 shares; 2025Q1: 1,027 shares; 2025Q2: 1,072 shares; 2025Q3: 1,550 shares 1,550 $148K <0.01% +478 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 146 shares; 2024Q2: 56 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 6,001 shares; 2025Q3: 6,174 shares 6,174 $147K <0.01% +173 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,501 shares; 2024Q4: 8,232 shares; 2025Q1: 8,518 shares; 2025Q2: 7,499 shares; 2025Q3: 9,714 shares 9,714 $147K <0.01% +2,215 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,086 shares; 2024Q2: 1,282 shares; 2024Q3: 1,235 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 907 shares; 2025Q3: 1,378 shares 1,378 $147K <0.01% +471 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 568 shares; 2024Q2: 519 shares; 2024Q3: 532 shares; 2024Q4: 709 shares; 2025Q1: 739 shares; 2025Q2: 697 shares; 2025Q3: 576 shares 576 $147K <0.01% -121 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 304 shares; 2024Q2: 294 shares; 2024Q3: 294 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 279 shares; 2025Q3: 100,032 shares 100,032 $146K <0.01% +99,753 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 394 shares; 2025Q1: 199 shares; 2025Q2: 123 shares; 2025Q3: 1,417 shares 1,417 $146K <0.01% +1,294 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,068 shares; 2024Q2: 1,068 shares; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,157 shares 1,157 $146K <0.01% +89 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,258 shares; 2024Q2: 3,245 shares; 2024Q3: 3,308 shares; 2024Q4: 3,022 shares; 2025Q1: 1,045 shares; 2025Q2: 810 shares; 2025Q3: 790 shares 790 $145K <0.01% -20 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,175 shares; 2024Q2: 1,228 shares; 2024Q3: 1,325 shares; 2024Q4: 1,321 shares; 2025Q1: 1,347 shares; 2025Q2: 1,336 shares; 2025Q3: 1,092 shares 1,092 $144K <0.01% -244 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 848 shares 848 $144K <0.01% +847 Timeline RSPS 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 9,546 shares; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 4,935 shares 4,935 $144K <0.01% +1,435 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,200 shares; 2024Q2: 4,901 shares; 2024Q3: 3,944 shares; 2024Q4: 3,268 shares; 2025Q1: 2,186 shares; 2025Q2: 2,477 shares; 2025Q3: 2,340 shares 2,340 $144K <0.01% -137 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 631 shares; 2024Q2: 867 shares; 2024Q3: 1,479 shares; 2024Q4: 1,376 shares; 2025Q1: 1,646 shares; 2025Q2: 1,569 shares; 2025Q3: 3,015 shares 3,015 $144K <0.01% +1,446 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 112 shares; 2024Q2: 400 shares; 2024Q3: 401 shares; 2024Q4: 400 shares; 2025Q1: 1,450 shares; 2025Q2: 700 shares; 2025Q3: 1,000 shares 1,000 $143K <0.01% +300 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,405 shares; 2024Q2: 6,205 shares; 2024Q3: 10,060 shares; 2024Q4: 5,155 shares; 2025Q1: 15,609 shares; 2025Q2: 9,220 shares; 2025Q3: 12,527 shares 12,527 $143K <0.01% +3,307 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,811 shares 3,811 $142K <0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,155 shares 4,155 $142K <0.01% new Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,574 shares; 2024Q2: 1,574 shares; 2024Q3: 1,655 shares; 2024Q4: 1,551 shares; 2025Q1: 1,551 shares; 2025Q2: 1,251 shares; 2025Q3: 2,228 shares 2,228 $142K <0.01% +977 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; 2023Q4: restricted; 2024Q1: 1,150 shares; 2024Q2: 1,850 shares; 2024Q3: 1,859 shares; 2024Q4: 1,850 shares; 2025Q1: 1,877 shares; 2025Q2: 1,200 shares; 2025Q3: 2,254 shares 2,254 $141K <0.01% +1,054 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 842 shares; 2024Q2: 1,068 shares; 2024Q3: 1,164 shares; 2024Q4: 1,013 shares; 2025Q1: 1,022 shares; 2025Q2: 1,314 shares; 2025Q3: 1,665 shares 1,665 $141K <0.01% +351 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,226 shares; 2024Q2: 3,226 shares; 2024Q3: 3,226 shares; 2024Q4: 2,877 shares; 2025Q1: 250 shares; 2025Q2: 978 shares; 2025Q3: 2,278 shares 2,278 $141K <0.01% +1,300 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; 2023Q4: restricted; 2024Q1: 586 shares; 2024Q2: 586 shares; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 777 shares; 2025Q2: 655 shares; 2025Q3: 1,342 shares 1,342 $141K <0.01% +687 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,578 shares; 2024Q2: 559 shares; 2024Q3: 749 shares; 2024Q4: 818 shares; 2025Q1: 810 shares; 2025Q2: 700 shares; 2025Q3: 472 shares 472 $140K <0.01% -228 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; 2023Q4: restricted; 2024Q1: 183 shares; 2024Q2: 200 shares; 2024Q3: 105 shares; 2024Q4: 277 shares; 2025Q1: 516 shares; 2025Q2: 505 shares; 2025Q3: 898 shares 898 $140K <0.01% +393 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; 2023Q4: restricted; 2024Q1: 1,286 shares; 2024Q2: 1,315 shares; 2024Q3: 1,349 shares; 2024Q4: 1,374 shares; 2025Q1: 1,450 shares; 2025Q2: 7,855 shares; 2025Q3: 3,556 shares 3,556 $140K <0.01% -4,299 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,989 shares; 2024Q2: 3,366 shares; 2024Q3: 5,431 shares; 2024Q4: 6,969 shares; 2025Q1: 501,982 shares; 2025Q2: 801,821 shares; 2025Q3: 9,250 shares 9,250 $139K <0.01% -792,571 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 170 shares; 2024Q2: 198 shares; 2024Q3: 301 shares; 2024Q4: 669 shares; 2025Q1: 1,828 shares; 2025Q2: 1,786 shares; 2025Q3: 2,208 shares 2,208 $139K <0.01% +422 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 766 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares 5,000 $139K <0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,191 shares; 2024Q2: 4,191 shares; 2024Q3: 4,191 shares; 2024Q4: 4,191 shares; 2025Q1: 3,961 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares 3,323 $139K <0.01% 0 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 58,013 shares; 2024Q2: 57,999 shares; 2024Q3: 47,913 shares; 2024Q4: 42,683 shares; 2025Q1: 38,368 shares; 2025Q2: 29,602 shares; 2025Q3: 14,602 shares 14,602 $139K <0.01% -15,000 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; 2023Q4: restricted; 2024Q1: 2,655 shares; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 75,025 shares; 2025Q1: 75,025 shares; 2025Q2: 75,025 shares; 2025Q3: 75,025 shares 75,025 $138K <0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,566 shares; 2024Q2: 13,566 shares; 2024Q3: 13,566 shares; 2024Q4: 13,566 shares; 2025Q1: 13,566 shares; 2025Q2: 13,566 shares; 2025Q3: 13,566 shares 13,566 $138K <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; 2023Q4: restricted; 2024Q1: 993 shares; 2024Q2: 996 shares; 2024Q3: 998 shares; 2024Q4: 1,654 shares; 2025Q1: 1,794 shares; 2025Q2: 2,812 shares; 2025Q3: 3,696 shares 3,696 $138K <0.01% +884 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,925 shares; 2024Q2: 33,231 shares; 2024Q3: 35,646 shares; 2024Q4: 35,946 shares; 2025Q1: 35,496 shares; 2025Q2: 35,766 shares; 2025Q3: 13,817 shares 13,817 $138K <0.01% -21,949 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 23 shares; 2025Q3: 2,200 shares 2,200 $137K <0.01% +2,177 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 307 shares; 2024Q2: 3,198 shares; 2024Q3: 5,872 shares; 2024Q4: 4,466 shares; 2025Q1: 5,028 shares; 2025Q2: 5,119 shares; 2025Q3: 3,790 shares 3,790 $137K <0.01% -1,329 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,543 shares; 2024Q2: 3,435 shares; 2024Q3: 3,435 shares; 2024Q4: 3,532 shares; 2025Q1: 1,762 shares; 2025Q2: 1,792 shares; 2025Q3: 1,772 shares 1,772 $137K <0.01% -20 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,149 shares; 2024Q2: 7,578 shares; 2024Q3: 7,777 shares; 2024Q4: 7,323 shares; 2025Q1: 5,006 shares; 2025Q2: 5,025 shares; 2025Q3: 6,616 shares 6,616 $137K <0.01% +1,591 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,769 shares; 2024Q2: 2,810 shares; 2024Q3: 3,063 shares; 2024Q4: 3,487 shares; 2025Q1: 2,432 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares 2,015 $136K <0.01% 0 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,790 shares; 2024Q2: 11,790 shares; 2024Q3: 11,790 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares 11,300 $136K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 1,614 shares; 2024Q2: 1,345 shares; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,995 shares; 2025Q2: 2,974 shares; 2025Q3: 2,081 shares 2,081 $135K <0.01% -893 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,196 shares; 2024Q2: 18,493 shares; 2024Q3: 17,932 shares; 2024Q4: 14,781 shares; 2025Q1: 14,861 shares; 2025Q2: 14,944 shares; 2025Q3: 14,803 shares 14,803 $135K <0.01% -141 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; 2023Q4: restricted; 2024Q1: 706 shares; 2024Q2: 376 shares; 2024Q3: 12,764 shares; 2024Q4: 1,774 shares; 2025Q1: 1,347 shares; 2025Q2: 1,503 shares; 2025Q3: 2,506 shares 2,506 $135K <0.01% +1,003 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 720 shares; 2024Q2: 752 shares; 2024Q3: 1,809 shares; 2024Q4: 1,454 shares; 2025Q1: 1,113 shares; 2025Q2: 872 shares; 2025Q3: 1,502 shares 1,502 $135K <0.01% +630 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,550 shares; 2024Q2: 1,862 shares; 2024Q3: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,709 shares; 2025Q2: 1,691 shares; 2025Q3: 1,764 shares 1,764 $135K <0.01% +73 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; 2023Q4: restricted; 2024Q1: 1,954 shares; 2024Q2: 1,906 shares; 2024Q3: 1,754 shares; 2024Q4: 1,594 shares; 2025Q1: 1,700 shares; 2025Q2: 1,584 shares; 2025Q3: 1,836 shares 1,836 $135K <0.01% +252 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,780 shares; 2024Q2: 2,780 shares; 2024Q3: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,806 shares 2,806 $135K <0.01% +26 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; 2023Q4: restricted; 2024Q1: 1,575 shares; 2024Q2: 574 shares; 2024Q3: 576 shares; 2024Q4: 578 shares; 2025Q1: 704 shares; 2025Q2: 682 shares; 2025Q3: 1,108 shares 1,108 $134K <0.01% +426 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares; 2024Q4: 8,500 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $133K <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; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares 1,298 $132K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,584 shares; 2024Q2: 3,574 shares; 2024Q3: 4,599 shares; 2024Q4: 12,979 shares; 2025Q1: 12,907 shares; 2025Q2: 6,313 shares; 2025Q3: 2,203 shares 2,203 $132K <0.01% -4,110 Timeline NTST NETSTREIT CORP More: the full row for NETSTREIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,248 shares; 2025Q3: 7,299 shares 7,299 $132K <0.01% +2,051 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 53,470 shares; 2024Q2: 54,470 shares; 2024Q3: 54,470 shares; 2024Q4: 54,470 shares; 2025Q1: 4,848 shares; 2025Q2: 3,876 shares; 2025Q3: 3,876 shares 3,876 $132K <0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20 shares; 2024Q4: 100 shares; 2025Q1: 150 shares; 2025Q2: 125 shares; 2025Q3: 2,114 shares 2,114 $131K <0.01% +1,989 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,086 shares; 2024Q2: 2,087 shares; 2024Q3: 2,040 shares; 2024Q4: 1,195 shares; 2025Q1: 864 shares; 2025Q2: 811 shares; 2025Q3: 1,305 shares 1,305 $131K <0.01% +494 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,300 shares; 2024Q4: 17,000 shares; 2025Q1: 15,750 shares; 2025Q2: 15,750 shares; 2025Q3: 15,750 shares 15,750 $131K <0.01% 0 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,049 shares; 2024Q2: 3,017 shares; 2024Q3: 3,017 shares; 2024Q4: 3,017 shares; 2025Q1: 3,017 shares; 2025Q2: 3,017 shares; 2025Q3: 3,017 shares 3,017 $131K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,189 shares; 2024Q2: 7,245 shares; 2024Q3: 7,310 shares; 2024Q4: 6,520 shares; 2025Q1: 14,020 shares; 2025Q2: 11,372 shares; 2025Q3: 11,595 shares 11,595 $130K <0.01% +223 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,515 shares; 2025Q3: 3,973 shares 3,973 $130K <0.01% +1,458 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 864 shares; 2024Q2: 890 shares; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 5,233 shares 5,233 $130K <0.01% +3,830 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,014 shares; 2024Q2: 8,187 shares; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 3,048 shares; 2025Q2: 2,016 shares; 2025Q3: 3,905 shares 3,905 $130K <0.01% +1,889 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; 2023Q4: restricted; 2024Q1: 2,241 shares; 2024Q2: 1,447 shares; 2024Q3: 2,224 shares; 2024Q4: 2,442 shares; 2025Q1: 1,741 shares; 2025Q2: 1,773 shares; 2025Q3: 3,755 shares 3,755 $129K <0.01% +1,982 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,965 shares; 2024Q2: 1,795 shares; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,410 shares 1,410 $129K <0.01% -385 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,100 shares; 2024Q2: 2,100 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $129K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 472 shares; 2024Q2: 398 shares; 2024Q3: 237 shares; 2024Q4: 116 shares; 2025Q1: 248 shares; 2025Q2: 249 shares; 2025Q3: 250 shares 250 $129K <0.01% +1 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 482 shares; 2024Q2: 445 shares; 2024Q3: 454 shares; 2024Q4: 429 shares; 2025Q1: 543 shares; 2025Q2: 830 shares; 2025Q3: 1,724 shares 1,724 $128K <0.01% +894 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares 1,269 $128K <0.01% new Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,404 shares; 2024Q2: 13,404 shares; 2024Q3: 14,404 shares; 2024Q4: 17,154 shares; 2025Q1: 15,504 shares; 2025Q2: 12,504 shares; 2025Q3: 8,804 shares 8,804 $128K <0.01% -3,700 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 475 shares; 2024Q2: 475 shares; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 5,726 shares; 2025Q2: 5,251 shares; 2025Q3: 5,251 shares 5,251 $128K <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; 2023Q4: restricted; 2024Q1: 924 shares; 2024Q2: 901 shares; 2024Q3: 872 shares; 2024Q4: 682 shares; 2025Q1: 565 shares; 2025Q2: 575 shares; 2025Q3: 964 shares 964 $128K <0.01% +389 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,473 shares; 2024Q2: 4,125 shares; 2024Q3: 3,925 shares; 2024Q4: 3,853 shares; 2025Q1: 3,335 shares; 2025Q2: 3,676 shares; 2025Q3: 2,522 shares 2,522 $128K <0.01% -1,154 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; 2023Q4: restricted; 2024Q1: 1,095 shares; 2024Q2: 1,099 shares; 2024Q3: 1,411 shares; 2024Q4: 171 shares; 2025Q1: 463 shares; 2025Q2: 740 shares; 2025Q3: 2,107 shares 2,107 $127K <0.01% +1,367 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,325 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,098 shares; 2025Q3: 17,598 shares 17,598 $127K <0.01% +7,500 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 705 shares; 2024Q3: 615 shares; 2024Q4: 581 shares; 2025Q1: 367 shares; 2025Q2: 400 shares; 2025Q3: 500 shares 500 $127K <0.01% +100 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,964 shares; 2024Q4: 7,639 shares; 2025Q1: 4,603 shares; 2025Q2: 3,239 shares; 2025Q3: 5,300 shares 5,300 $127K <0.01% +2,061 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $127K <0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,510 shares; 2024Q2: 6,510 shares; 2024Q3: 6,510 shares; 2024Q4: 6,510 shares; 2025Q1: 6,510 shares; 2025Q2: 10,222 shares; 2025Q3: 6,510 shares 6,510 $126K <0.01% -3,712 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,945 shares; 2024Q2: 9,519 shares; 2024Q3: 2,154 shares; 2024Q4: 5,108 shares; 2025Q1: 9,404 shares; 2025Q2: 8,765 shares; 2025Q3: 8,607 shares 8,607 $126K <0.01% -158 Timeline JPST 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; 2023Q4: restricted; 2024Q1: 2,033 shares; 2024Q2: 2,033 shares; 2024Q3: 1,938 shares; 2024Q4: 2,992 shares; 2025Q1: 3,026 shares; 2025Q2: 1,938 shares; 2025Q3: 2,478 shares 2,478 $126K <0.01% +540 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 1,484 shares 1,484 $125K <0.01% +684 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 450 shares; 2024Q3: 680 shares; 2024Q4: 1,028 shares; 2025Q1: 13,297 shares; 2025Q2: 750 shares; 2025Q3: 861 shares 861 $125K <0.01% +111 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; 2023Q4: restricted; 2024Q1: 1,079 shares; 2024Q2: 1,098 shares; 2024Q3: 1,094 shares; 2024Q4: 149 shares; 2025Q1: 304 shares; 2025Q2: 200 shares; 2025Q3: 897 shares 897 $125K <0.01% +697 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 801 shares; 2024Q2: 709 shares; 2024Q3: 844 shares; 2024Q4: 534 shares; 2025Q1: 599 shares; 2025Q2: 413 shares; 2025Q3: 530 shares 530 $125K <0.01% +117 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; 2023Q4: restricted; 2024Q1: 1,669 shares; 2024Q2: 1,152 shares; 2024Q3: 1,628 shares; 2024Q4: 1,781 shares; 2025Q1: 3,343 shares; 2025Q2: 1,959 shares; 2025Q3: 7,317 shares 7,317 $125K <0.01% +5,358 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 1,010 shares; 2024Q4: 850 shares; 2025Q1: 700 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $124K <0.01% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 990 shares; 2024Q3: 981 shares; 2024Q4: 885 shares; 2025Q1: 1,008 shares; 2025Q2: 918 shares; 2025Q3: 800 shares 800 $124K <0.01% -118 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,525 shares; 2025Q3: 2,500 shares 2,500 $123K <0.01% -25 Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $123K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,770 shares; 2024Q2: 1,343 shares; 2024Q3: 526 shares; 2024Q4: 421 shares; 2025Q1: 596 shares; 2025Q2: 279 shares; 2025Q3: 398 shares 398 $123K <0.01% +119 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,028 shares; 2024Q2: 10,030 shares; 2024Q3: 10,031 shares; 2024Q4: 10,032 shares; 2025Q1: 10,032 shares; 2025Q2: 10,033 shares; 2025Q3: 10,034 shares 10,034 $123K <0.01% +1 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 2,417 shares 2,417 $123K <0.01% +2,200 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; 2023Q4: restricted; 2024Q1: 2,100 shares; 2024Q2: 1,880 shares; 2024Q3: 1,915 shares; 2024Q4: 1,951 shares; 2025Q1: 2,489 shares; 2025Q2: 4,895 shares; 2025Q3: 4,948 shares 4,948 $123K <0.01% +53 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 34,117 shares; 2024Q2: 33,567 shares; 2024Q3: 33,667 shares; 2024Q4: 33,567 shares; 2025Q1: 33,667 shares; 2025Q2: 3,011 shares; 2025Q3: 5,422 shares 5,422 $123K <0.01% +2,411 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 370 shares; 2025Q2: 484 shares; 2025Q3: 2,126 shares 2,126 $122K <0.01% +1,642 Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 78,253 shares; 2024Q4: 78,253 shares; 2025Q1: 78,253 shares; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000 $122K <0.01% new BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 1,776 shares; 2025Q3: 1,773 shares 1,773 $121K <0.01% -3 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,001 shares; 2024Q2: 2,119 shares; 2024Q3: 2,001 shares; 2024Q4: 2,368 shares; 2025Q1: 1,867 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares 1,878 $121K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 39,576 shares; 2024Q2: 43,786 shares; 2024Q3: 43,280 shares; 2024Q4: 41,568 shares; 2025Q1: 41,500 shares; 2025Q2: 1,430 shares; 2025Q3: 1,519 shares 1,519 $121K <0.01% +89 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,461 shares 2,461 $121K <0.01% new Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14 shares; 2024Q3: 1,986 shares; 2024Q4: 2,180 shares; 2025Q1: 2,865 shares; 2025Q2: 2,874 shares; 2025Q3: 2,959 shares 2,959 $121K <0.01% +85 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 404 shares; 2024Q2: 654 shares; 2024Q3: 641 shares; 2024Q4: 591 shares; 2025Q1: 520 shares; 2025Q2: 517 shares; 2025Q3: 521 shares 521 $121K <0.01% +4 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; 2023Q4: restricted; 2024Q1: 1,115 shares; 2024Q2: 1,050 shares; 2024Q3: 1,040 shares; 2024Q4: 1,494 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,095 shares 2,095 $121K <0.01% +1,095 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 810 shares; 2024Q2: 3,033 shares; 2024Q3: 3,256 shares; 2024Q4: 2,234 shares; 2025Q1: 3,066 shares; 2025Q2: 3,219 shares; 2025Q3: 3,473 shares 3,473 $120K <0.01% +254 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 552 shares; 2024Q2: 1,352 shares; 2024Q3: 1,352 shares; 2024Q4: 1,408 shares; 2025Q1: 1,409 shares; 2025Q2: 1,001 shares; 2025Q3: 1,000 shares 1,000 $120K <0.01% -1 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,799 shares; 2024Q2: 24,941 shares; 2024Q3: 14,900 shares; 2024Q4: 15,102 shares; 2025Q1: 14,900 shares; 2025Q2: 13,885 shares; 2025Q3: 10,534 shares 10,534 $120K <0.01% -3,351 Timeline DBA 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; 2023Q4: restricted; 2024Q1: 337 shares; 2024Q2: 337 shares; 2024Q3: 9,240 shares; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 4,477 shares; 2025Q3: 4,477 shares 4,477 $120K <0.01% 0 Timeline BIV 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; 2023Q4: restricted; 2024Q1: 1,510 shares; 2024Q2: 2,728 shares; 2024Q3: 2,192 shares; 2024Q4: 2,990 shares; 2025Q1: 3,127 shares; 2025Q2: 1,528 shares; 2025Q3: 1,531 shares 1,531 $120K <0.01% +3 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,400 shares; 2024Q2: 1,770 shares; 2024Q3: 1,068 shares; 2024Q4: 1,221 shares; 2025Q1: 1,088 shares; 2025Q2: 1,221 shares; 2025Q3: 1,293 shares 1,293 $119K <0.01% +72 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,290 shares; 2024Q2: 1,290 shares; 2024Q3: 1,774 shares; 2024Q4: 1,315 shares; 2025Q1: 1,341 shares; 2025Q2: 1,221 shares; 2025Q3: 1,291 shares 1,291 $119K <0.01% +70 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 576 shares; 2024Q2: 544 shares; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 67 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares 1,902 $119K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 274 shares; 2024Q2: 231 shares; 2024Q3: 231 shares; 2024Q4: 456 shares; 2025Q1: 464 shares; 2025Q2: 503 shares; 2025Q3: 503 shares 503 $118K <0.01% 0 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,245 shares; 2024Q2: 2,245 shares; 2024Q3: 2,245 shares; 2024Q4: 550 shares; 2025Q1: 580 shares; 2025Q2: 579 shares; 2025Q3: 710 shares 710 $118K <0.01% +131 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares 1,413 $118K <0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,353 shares; 2024Q2: 3,730 shares; 2024Q3: 5,600 shares; 2024Q4: 4,931 shares; 2025Q1: 4,882 shares; 2025Q2: 1,406 shares; 2025Q3: 2,118 shares 2,118 $118K <0.01% +712 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,096 shares 2,096 $117K <0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 485 shares; 2024Q2: 2,211 shares; 2024Q3: 675 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,449 shares 1,449 $117K <0.01% -117 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,127 shares 15,127 $117K <0.01% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,800 shares 1,800 $117K <0.01% +700 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,033 shares; 2024Q2: 1,090 shares; 2024Q3: 1,019 shares; 2024Q4: 965 shares; 2025Q1: 470 shares; 2025Q2: 459 shares; 2025Q3: 461 shares 461 $117K <0.01% +2 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,700 shares; 2024Q2: 5,700 shares; 2024Q3: 5,700 shares; 2024Q4: 5,325 shares; 2025Q1: 5,325 shares; 2025Q2: 5,330 shares; 2025Q3: 5,943 shares 5,943 $115K <0.01% +613 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; 2023Q4: restricted; 2024Q1: 407 shares; 2024Q2: 411 shares; 2024Q3: 327 shares; 2024Q4: 392 shares; 2025Q1: 701 shares; 2025Q2: 3,291 shares; 2025Q3: 2,544 shares 2,544 $115K <0.01% -747 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $115K <0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,009 shares; 2024Q2: 1,069 shares; 2024Q3: 1,069 shares; 2024Q4: 1,013 shares; 2025Q1: 1,031 shares; 2025Q2: 1,121 shares; 2025Q3: 1,104 shares 1,104 $115K <0.01% -17 Timeline PDN 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; 2023Q4: restricted; 2024Q1: 1,859 shares; 2024Q2: 3,179 shares; 2024Q3: 3,179 shares; 2024Q4: 1,320 shares; 2025Q1: 2,552 shares; 2025Q2: 2,399 shares; 2025Q3: 2,793 shares 2,793 $115K <0.01% +394 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,045 shares; 2024Q2: 19,959 shares; 2024Q3: 11,210 shares; 2024Q4: 785,928 shares; 2025Q1: 7,457 shares; 2025Q2: 2,482 shares; 2025Q3: 2,034 shares 2,034 $115K <0.01% -448 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 165 shares; 2024Q2: 371 shares; 2024Q3: 348 shares; 2024Q4: 365 shares; 2025Q1: 634 shares; 2025Q2: 699 shares; 2025Q3: 953 shares 953 $114K <0.01% +254 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 533 shares; 2024Q2: 533 shares; 2024Q3: 4,452 shares; 2024Q4: 8,104 shares; 2025Q1: 5,968 shares; 2025Q2: 4,083 shares; 2025Q3: 4,192 shares 4,192 $114K <0.01% +109 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,425 shares 1,425 $114K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 502 shares; 2025Q2: 458 shares; 2025Q3: 519 shares 519 $114K <0.01% +61 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,085 shares; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares 2,085 $113K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33 shares; 2024Q2: 210 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,909 shares 2,909 $113K <0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 620 shares; 2024Q2: 620 shares; 2024Q3: 1,595 shares; 2024Q4: 1,619 shares; 2025Q1: 2,096 shares; 2025Q2: 999 shares; 2025Q3: 2,416 shares 2,416 $113K <0.01% +1,417 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; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 718 shares; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 761 shares; 2025Q2: 718 shares; 2025Q3: 2,839 shares 2,839 $112K <0.01% +2,121 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,494 shares; 2024Q2: 2,554 shares; 2024Q3: 2,595 shares; 2024Q4: 1,700 shares; 2025Q1: 1,698 shares; 2025Q2: 1,729 shares; 2025Q3: 1,782 shares 1,782 $112K <0.01% +53 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,782 shares; 2025Q1: 5,564 shares; 2025Q2: 8,346 shares; 2025Q3: 8,346 shares 8,346 $111K <0.01% 0 Timeline NAIL 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500 $110K <0.01% new Timeline FVD 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; 2023Q4: restricted; 2024Q1: 7,727 shares; 2024Q2: 6,277 shares; 2024Q3: 6,277 shares; 2024Q4: 5,277 shares; 2025Q1: 5,277 shares; 2025Q2: 5,277 shares; 2025Q3: 2,377 shares 2,377 $110K <0.01% -2,900 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,272 shares; 2024Q2: 2,329 shares; 2024Q3: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,372 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $109K <0.01% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,091 shares; 2024Q2: 2,925 shares; 2024Q3: 2,925 shares; 2024Q4: 2,855 shares; 2025Q1: 3,012 shares; 2025Q2: 3,017 shares; 2025Q3: 4,276 shares 4,276 $109K <0.01% +1,259 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,703 shares; 2024Q2: 5,243 shares; 2024Q3: 2,439 shares; 2024Q4: 121 shares; 2025Q1: 72 shares; 2025Q2: 299 shares; 2025Q3: 2,769 shares 2,769 $109K <0.01% +2,470 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; 2023Q4: restricted; 2024Q1: 5,271 shares; 2024Q2: 5,920 shares; 2024Q3: 7,864 shares; 2024Q4: 7,864 shares; 2025Q1: 4,367 shares; 2025Q2: 10,565 shares; 2025Q3: 6,846 shares 6,846 $109K <0.01% -3,719 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,002 shares; 2024Q2: 4,002 shares; 2024Q3: 4,002 shares; 2024Q4: 4,002 shares; 2025Q1: 4,204 shares; 2025Q2: 4,197 shares; 2025Q3: 5,528 shares 5,528 $109K <0.01% +1,331 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,325 shares 1,325 $108K <0.01% new Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares 820 $108K <0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,662 shares; 2024Q2: 3,592 shares; 2024Q3: 6,812 shares; 2024Q4: 3,030 shares; 2025Q1: 3,678 shares; 2025Q2: 3,429 shares; 2025Q3: 3,535 shares 3,535 $107K <0.01% +106 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,979 shares; 2024Q2: 2,879 shares; 2024Q3: 2,879 shares; 2024Q4: 2,879 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $107K <0.01% 0 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 43 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 243 shares; 2025Q3: 243 shares 243 $106K <0.01% 0 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,858 shares; 2024Q2: 1,858 shares; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares 1,858 $106K <0.01% 0 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 344,557 shares; 2024Q2: 70,706 shares; 2024Q3: 3,451 shares; 2024Q4: 5,260 shares; 2025Q1: 4,796 shares; 2025Q2: 5,101 shares; 2025Q3: 3,265 shares 3,265 $106K <0.01% -1,836 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 693 shares; 2024Q2: 768 shares; 2024Q3: 842 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 677 shares; 2025Q3: 677 shares 677 $106K <0.01% 0 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 3,000 shares; 2025Q3: 7,000 shares 7,000 $106K <0.01% +4,000 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,108 shares; 2024Q2: 5,557 shares; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,378 shares; 2025Q2: 1,364 shares; 2025Q3: 1,370 shares 1,370 $106K <0.01% +6 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,988 shares; 2024Q2: 1,988 shares; 2024Q3: 1,996 shares; 2024Q4: 2,006 shares; 2025Q1: 2,020 shares; 2025Q2: 1,991 shares; 2025Q3: 2,009 shares 2,009 $106K <0.01% +18 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,860 shares; 2024Q2: 12,862 shares; 2024Q3: 12,515 shares; 2024Q4: 12,514 shares; 2025Q1: 12,501 shares; 2025Q2: 12,501 shares; 2025Q3: 12,501 shares 12,501 $105K <0.01% 0 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 1,974 shares; 2025Q3: 2,033 shares 2,033 $105K <0.01% +59 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,897 shares; 2024Q2: 5,187 shares; 2024Q3: 5,215 shares; 2024Q4: 4,811 shares; 2025Q1: 5,035 shares; 2025Q2: 3,372 shares; 2025Q3: 3,318 shares 3,318 $105K <0.01% -54 Timeline PCY 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; 2023Q4: restricted; 2024Q1: 4,850 shares; 2024Q2: 5,596 shares; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares 4,850 $105K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 467 shares; 2024Q2: 5,542 shares; 2024Q3: 5,527 shares; 2024Q4: 5,619 shares; 2025Q1: 5,120 shares; 2025Q2: 4,041 shares; 2025Q3: 513 shares 513 $104K <0.01% -3,528 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,991 shares; 2024Q2: 10,239 shares; 2024Q3: 10,482 shares; 2024Q4: 10,731 shares; 2025Q1: 10,987 shares; 2025Q2: 11,252 shares; 2025Q3: 11,506 shares 11,506 $104K <0.01% +254 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,321 shares 1,321 $104K <0.01% new 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; 2023Q4: restricted; 2024Q1: 63 shares; 2024Q2: 30 shares; 2024Q3: 20 shares; 2024Q4: 64 shares; 2025Q1: 489 shares; 2025Q2: 313 shares; 2025Q3: 514 shares 514 $104K <0.01% +201 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,774 shares; 2024Q2: 8,319 shares; 2024Q3: 8,233 shares; 2024Q4: 7,975 shares; 2025Q1: 7,963 shares; 2025Q2: 7,392 shares; 2025Q3: 7,356 shares 7,356 $104K <0.01% -36 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,429 shares; 2024Q2: 2,414 shares; 2024Q3: 5,368 shares; 2024Q4: 3,711 shares; 2025Q1: 3,178 shares; 2025Q2: 4,350 shares; 2025Q3: 3,656 shares 3,656 $104K <0.01% -694 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,349 shares; 2024Q2: 2,192 shares; 2024Q3: 3,451 shares; 2024Q4: 2,491 shares; 2025Q1: 3,244 shares; 2025Q2: 2,600 shares; 2025Q3: 2,791 shares 2,791 $104K <0.01% +191 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,788 shares; 2024Q2: 2,022 shares; 2024Q3: 6,975 shares; 2024Q4: 3,216 shares; 2025Q1: 6,218 shares; 2025Q2: 5,320 shares; 2025Q3: 6,388 shares 6,388 $104K <0.01% +1,068 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,508 shares; 2024Q2: 2,373 shares; 2024Q3: 2,315 shares; 2024Q4: 2,313 shares; 2025Q1: 667 shares; 2025Q2: 665 shares; 2025Q3: 1,512 shares 1,512 $104K <0.01% +847 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,861 shares; 2024Q2: 631 shares; 2024Q3: 808 shares; 2024Q4: 1,122 shares; 2025Q1: 1,145 shares; 2025Q2: 1,161 shares; 2025Q3: 1,429 shares 1,429 $104K <0.01% +268 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 77 shares; 2024Q2: 81 shares; 2024Q3: 244 shares; 2024Q4: 222 shares; 2025Q1: 171 shares; 2025Q2: 810 shares; 2025Q3: 1,019 shares 1,019 $103K <0.01% +209 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,660 shares; 2024Q2: 7,660 shares; 2024Q3: 7,660 shares; 2024Q4: 7,660 shares; 2025Q1: 7,660 shares; 2025Q2: 7,660 shares; 2025Q3: 7,660 shares 7,660 $102K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 1,389 shares; 2024Q2: 1,180 shares; 2024Q3: 1,246 shares; 2024Q4: 1,656 shares; 2025Q1: 978 shares; 2025Q2: 996 shares; 2025Q3: 1,061 shares 1,061 $102K <0.01% +65 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 247 shares; 2024Q2: 247 shares; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 1,547 shares 1,547 $101K <0.01% +1,300 Timeline GSIE 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 917 shares; 2025Q1: not reported; 2025Q2: 2,467 shares; 2025Q3: 2,467 shares 2,467 $101K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 509 shares; 2024Q2: 509 shares; 2024Q3: 554 shares; 2024Q4: 564 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 1,252 shares 1,252 $101K <0.01% +698 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 776 shares; 2024Q2: 1,515 shares; 2024Q3: 1,575 shares; 2024Q4: 1,515 shares; 2025Q1: 1,613 shares; 2025Q2: 1,565 shares; 2025Q3: 1,574 shares 1,574 $101K <0.01% +9 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,898 shares; 2024Q2: 1,962 shares; 2024Q3: 1,978 shares; 2024Q4: 2,056 shares; 2025Q1: 3,009 shares; 2025Q2: 1,683 shares; 2025Q3: 1,862 shares 1,862 $101K <0.01% +179 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 173 shares; 2024Q3: 2,500 shares; 2024Q4: 2,720 shares; 2025Q1: 2,705 shares; 2025Q2: 2,768 shares; 2025Q3: 1,999 shares 1,999 $101K <0.01% -769 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 571 shares; 2025Q2: 239 shares; 2025Q3: 5,404 shares 5,404 $101K <0.01% +5,165 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,343 shares; 2024Q2: 2,406 shares; 2024Q3: 2,487 shares; 2024Q4: 2,905 shares; 2025Q1: 2,347 shares; 2025Q2: 2,388 shares; 2025Q3: 2,458 shares 2,458 $101K <0.01% +70 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,000 shares; 2024Q2: 18,027 shares; 2024Q3: 15,516 shares; 2024Q4: 8,098 shares; 2025Q1: 8,378 shares; 2025Q2: 5,739 shares; 2025Q3: 5,909 shares 5,909 $101K <0.01% +170 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $101K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,255 shares; 2024Q2: 24,994 shares; 2024Q3: 16,270 shares; 2024Q4: 12,625 shares; 2025Q1: 13,254 shares; 2025Q2: 12,625 shares; 2025Q3: 13,050 shares 13,050 $101K <0.01% +425 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,441 shares; 2024Q2: 2,570 shares; 2024Q3: 2,922 shares; 2024Q4: 2,194 shares; 2025Q1: 1,216 shares; 2025Q2: 1,187 shares; 2025Q3: 2,098 shares 2,098 $101K <0.01% +911 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,545 shares; 2024Q2: 10,213 shares; 2024Q3: 9,396 shares; 2024Q4: 8,600 shares; 2025Q1: 8,738 shares; 2025Q2: 7,186 shares; 2025Q3: 6,491 shares 6,491 $100K <0.01% -695 Timeline FIW 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; 2023Q4: restricted; 2024Q1: 511 shares; 2024Q2: 1,011 shares; 2024Q3: 1,012 shares; 2024Q4: 1,013 shares; 2025Q1: 812 shares; 2025Q2: 893 shares; 2025Q3: 893 shares 893 $100K <0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 371 shares; 2024Q2: 386 shares; 2024Q3: 371 shares; 2024Q4: 491 shares; 2025Q1: 371 shares; 2025Q2: 674 shares; 2025Q3: 2,834 shares 2,834 $100K <0.01% +2,160 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,722 shares; 2024Q3: 3,722 shares; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: 3,722 shares 3,722 $99.8K <0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,409 shares; 2024Q2: 1,421 shares; 2024Q3: 1,647 shares; 2024Q4: 1,613 shares; 2025Q1: 1,710 shares; 2025Q2: 358 shares; 2025Q3: 772 shares 772 $99.5K <0.01% +414 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 304 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 1,846 shares 1,846 $99.5K <0.01% +1,250 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; 2023Q4: restricted; 2024Q1: 481 shares; 2024Q2: 922 shares; 2024Q3: 1,243 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 1,245 shares 1,245 $99.3K <0.01% +764 Timeline