AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,203 shares; 2024Q2: 1,203 shares; 2024Q3: 1,883 shares; 2024Q4: 1,662 shares; 2025Q1: 1,024 shares; 2025Q2: 1,016 shares 1,016 $25K <0.01% -8 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,235 shares; 2024Q2: 1,235 shares; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares 1,287 $24.9K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares 394 $24.7K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 2,213 shares; 2025Q2: 2,300 shares 2,300 $24.7K <0.01% +87 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 461 shares; 2024Q2: 448 shares; 2024Q3: 456 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares 365 $24.5K <0.01% 0 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 994 shares; 2024Q2: 994 shares; 2024Q3: 994 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,007 shares 1,007 $23.8K <0.01% -1 VBF INVESCO BD FD More: the full row for INVESCO BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,794 shares; 2024Q2: 1,538 shares; 2024Q3: 1,538 shares; 2024Q4: 1,538 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares 1,538 $23.7K <0.01% 0 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,933 shares; 2024Q2: 13 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,024 shares 2,024 $23.6K <0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares 2,250 $23.3K <0.01% 0 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,740 shares; 2024Q2: 1,788 shares; 2024Q3: 1,926 shares; 2024Q4: 2,124 shares; 2025Q1: 2,198 shares; 2025Q2: 4,284 shares 4,284 $23.3K <0.01% +2,086 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,618 shares; 2024Q2: 24,201 shares; 2024Q3: 24,205 shares; 2024Q4: 24,213 shares; 2025Q1: 22,322 shares; 2025Q2: 2,309 shares 2,309 $23.2K <0.01% -20,013 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 339 shares; 2024Q2: 157 shares; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 501 shares; 2025Q2: 1,642 shares 1,642 $23K <0.01% +1,141 Timeline CNYA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares 800 $23K <0.01% 0 Timeline FJUN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 457 shares; 2024Q2: 427 shares; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares 427 $22.9K <0.01% 0 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 975 shares; 2024Q2: 816 shares; 2024Q3: 1,019 shares; 2024Q4: 841 shares; 2025Q1: 775 shares; 2025Q2: 802 shares 802 $22.8K <0.01% +27 Timeline PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 159 shares; 2024Q2: 200 shares; 2024Q3: 203 shares; 2024Q4: 207 shares; 2025Q1: 206 shares; 2025Q2: 229 shares 229 $22.8K <0.01% +23 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98 shares; 2024Q2: 193 shares; 2024Q3: 280 shares; 2024Q4: 788 shares; 2025Q1: 268 shares; 2025Q2: 268 shares 268 $22.7K <0.01% 0 Timeline IDHQ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares; 2024Q4: 654 shares; 2025Q1: 686 shares; 2025Q2: 686 shares 686 $22.6K <0.01% 0 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,929 shares; 2024Q2: 6,589 shares; 2024Q3: 1,974 shares; 2024Q4: 1,533 shares; 2025Q1: 1,497 shares; 2025Q2: 591 shares 591 $22.6K <0.01% -906 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 979 shares; 2024Q2: 1,069 shares; 2024Q3: 1,106 shares; 2024Q4: 1,104 shares; 2025Q1: 1,085 shares; 2025Q2: 566 shares 566 $22.5K <0.01% -519 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,727 shares; 2024Q2: 5,165 shares; 2024Q3: 5,361 shares; 2024Q4: 5,445 shares; 2025Q1: 2,961 shares; 2025Q2: 2,961 shares 2,961 $22.4K <0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 760 shares; 2024Q2: 1,662 shares; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 2,342 shares; 2025Q2: 2,342 shares 2,342 $22.4K <0.01% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 853 shares 853 $22.2K <0.01% new Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,521 shares; 2025Q1: 1,510 shares; 2025Q2: 1,522 shares 1,522 $22.2K <0.01% +12 Timeline JEMA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,078 shares; 2024Q2: 3,298 shares; 2024Q3: 3,316 shares; 2024Q4: 3,240 shares; 2025Q1: 1,568 shares; 2025Q2: 515 shares 515 $22.2K <0.01% -1,053 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,550 shares; 2024Q2: 3,550 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $22.2K <0.01% 0 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares; 2024Q4: 459 shares; 2025Q1: 501 shares; 2025Q2: 690 shares 690 $22.2K <0.01% +189 EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 462 shares; 2024Q2: 490 shares; 2024Q3: 419 shares; 2024Q4: 517 shares; 2025Q1: 994 shares; 2025Q2: 1,112 shares 1,112 $22.1K <0.01% +118 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,580 shares; 2024Q2: 3,020 shares; 2024Q3: 2,309 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,027 shares 2,027 $21.8K <0.01% -84 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 183 shares; 2024Q3: 623 shares; 2024Q4: 565 shares; 2025Q1: 795 shares; 2025Q2: 759 shares 759 $21.6K <0.01% -36 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,442 shares; 2024Q2: 11,442 shares; 2024Q3: 8,412 shares; 2024Q4: 4,739 shares; 2025Q1: 883 shares; 2025Q2: 836 shares 836 $21.4K <0.01% -47 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 539 shares; 2024Q2: 539 shares; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 546 shares 546 $21.4K <0.01% +7 Timeline EMC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,478 shares; 2024Q2: 956 shares; 2024Q3: 11,482 shares; 2024Q4: 740 shares; 2025Q1: 728 shares; 2025Q2: 728 shares 728 $21.3K <0.01% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: not reported; 2024Q3: 1,284 shares; 2024Q4: 2,568 shares; 2025Q1: 2,690 shares; 2025Q2: 1,137 shares 1,137 $21.3K <0.01% -1,553 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,729 shares; 2024Q2: 2,931 shares; 2024Q3: 2,931 shares; 2024Q4: 5,532 shares; 2025Q1: not reported; 2025Q2: 1,260 shares 1,260 $21.3K <0.01% new Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,062 shares; 2024Q2: 2,062 shares; 2024Q3: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares 2,062 $21.2K <0.01% 0 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares 402 $21.2K <0.01% new Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,138 shares; 2024Q2: 8,096 shares; 2024Q3: 10,843 shares; 2024Q4: 6,768 shares; 2025Q1: 7,414 shares; 2025Q2: 10,013 shares 10,013 $21.1K <0.01% +2,599 SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 506 shares; 2024Q2: 300 shares; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 2,448 shares; 2025Q2: 1,248 shares 1,248 $21K <0.01% -1,200 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 80 shares; 2024Q4: 105 shares; 2025Q1: 103 shares; 2025Q2: 688 shares 688 $20.9K <0.01% +585 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,586 shares; 2024Q2: 3,651 shares; 2024Q3: 2,477 shares; 2024Q4: 2,745 shares; 2025Q1: 2,627 shares; 2025Q2: 4,124 shares 4,124 $20.9K <0.01% +1,497 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 347 shares; 2024Q2: 375 shares; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 774 shares; 2025Q2: 1,630 shares 1,630 $20.8K <0.01% +856 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares 720 $20.7K <0.01% new Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,222 shares; 2024Q2: 1,804 shares; 2024Q3: 1,423 shares; 2024Q4: 672 shares; 2025Q1: 473 shares; 2025Q2: 405 shares 405 $20.7K <0.01% -68 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares 1,001 $20.6K <0.01% new Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares 270 $20.6K <0.01% 0 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 800 shares 800 $20.5K <0.01% +200 Timeline BH BIGLARI HLDGS INC More: the full row for BIGLARI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares 70 $20.5K <0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,241 shares; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares 3,241 $20.4K <0.01% 0 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,087 shares; 2024Q2: 3,108 shares; 2024Q3: 3,108 shares; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 509 shares 509 $20.3K <0.01% 0 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,798 shares; 2024Q2: 1,871 shares; 2024Q3: 1,258 shares; 2024Q4: 1,182 shares; 2025Q1: 906 shares; 2025Q2: 746 shares 746 $20.2K <0.01% -160 Timeline JBBB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 2,845 shares; 2024Q3: 2,477 shares; 2024Q4: 2,661 shares; 2025Q1: 2,453 shares; 2025Q2: 411 shares 411 $19.8K <0.01% -2,042 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,592 shares; 2024Q2: 90,244 shares; 2024Q3: 2,239 shares; 2024Q4: 1,792 shares; 2025Q1: 1,926 shares; 2025Q2: 583 shares 583 $19.7K <0.01% -1,343 Timeline FTQI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares 997 $19.5K <0.01% 0 Timeline PIMCO MUN INCOME FD III PIMCO MUN INCOME FD III More: the full row for PIMCO MUN INCOME FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,117 shares; 2024Q2: 1,117 shares; 2024Q3: 1,543 shares; 2024Q4: 1,543 shares; 2025Q1: 2,610 shares; 2025Q2: 2,842 shares 2,842 $19.5K <0.01% +232 JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,052 shares; 2024Q2: 1,691 shares; 2024Q3: 1,638 shares; 2024Q4: 1,563 shares; 2025Q1: 1,495 shares; 2025Q2: 1,442 shares 1,442 $19.5K <0.01% -53 Timeline AD ARRAY DIGITAL INFRASTRUCTURE More: the full row for ARRAY DIGITAL INFRASTRUCTURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156 shares; 2024Q2: 150 shares; 2024Q3: 138 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 304 shares 304 $19.5K <0.01% +172 Timeline PGJ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 452 shares; 2025Q1: 685 shares; 2025Q2: 685 shares 685 $19.4K <0.01% 0 Timeline NTGR NETGEAR INC More: the full row for NETGEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,195 shares; 2024Q2: 1,195 shares; 2024Q3: 1,291 shares; 2024Q4: 140 shares; 2025Q1: 251 shares; 2025Q2: 662 shares 662 $19.2K <0.01% +411 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 131 shares; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares 131 $19.2K <0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 644 shares; 2024Q2: 706 shares; 2024Q3: 677 shares; 2024Q4: 645 shares; 2025Q1: 656 shares; 2025Q2: 615 shares 615 $19.1K <0.01% -41 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,045 shares; 2024Q2: 893 shares; 2024Q3: 712 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares 559 $19.1K <0.01% 0 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 422 shares; 2024Q2: 476 shares; 2024Q3: 458 shares; 2024Q4: 399 shares; 2025Q1: 440 shares; 2025Q2: 502 shares 502 $19K <0.01% +62 Timeline PSP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 275 shares; 2025Q2: 275 shares 275 $18.9K <0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 2,329 shares; 2024Q4: 1,372 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares 1,382 $18.9K <0.01% 0 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 883 shares 883 $18.8K <0.01% +861 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,984 shares; 2024Q2: 2,166 shares; 2024Q3: 4,629 shares; 2024Q4: 4,697 shares; 2025Q1: 4,697 shares; 2025Q2: 1,718 shares 1,718 $18.8K <0.01% -2,979 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 290 shares; 2024Q2: 362 shares; 2024Q3: 362 shares; 2024Q4: 404 shares; 2025Q1: 504 shares; 2025Q2: 599 shares 599 $18.7K <0.01% +95 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,048 shares; 2024Q2: 2,048 shares; 2024Q3: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,060 shares 2,060 $18.6K <0.01% +12 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 34 shares; 2024Q3: 1,144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares 550 $18.5K <0.01% new Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,975 shares; 2024Q3: 2,007 shares; 2024Q4: 2,517 shares; 2025Q1: 738 shares; 2025Q2: 673 shares 673 $18.4K <0.01% -65 Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,500 shares; 2024Q2: 5,298 shares; 2024Q3: 5,856 shares; 2024Q4: 4,307 shares; 2025Q1: 4,120 shares; 2025Q2: 4,563 shares 4,563 $18.3K <0.01% +443 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares 450 $18.3K <0.01% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,527 shares; 2024Q2: 3,527 shares; 2024Q3: 3,527 shares; 2024Q4: 3,527 shares; 2025Q1: 2,663 shares; 2025Q2: 1,578 shares 1,578 $18.2K <0.01% -1,085 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares 546 $18.2K <0.01% new Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 870 shares; 2024Q2: 1,731 shares; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares 1,723 $18K <0.01% 0 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 409 shares; 2024Q2: 415 shares; 2024Q3: 1,089 shares; 2024Q4: 1,095 shares; 2025Q1: 1,184 shares; 2025Q2: 1,284 shares 1,284 $18K <0.01% +100 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $17.9K <0.01% 0 Timeline MCB METROPOLITAN BK HLDG CORP More: the full row for METROPOLITAN BK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: 255 shares 255 $17.9K <0.01% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,930 shares; 2024Q2: 1,930 shares; 2024Q3: 1,930 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $17.7K <0.01% 0 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 432 shares; 2024Q2: 477 shares; 2024Q3: 477 shares; 2024Q4: 465 shares; 2025Q1: 731 shares; 2025Q2: 800 shares 800 $17.7K <0.01% +69 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares 801 $17.5K <0.01% new Timeline STIM NEURONETICS INC More: the full row for NEURONETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $17.4K <0.01% 0 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71,605 shares; 2024Q2: 70,101 shares; 2024Q3: 71,971 shares; 2024Q4: 185,965 shares; 2025Q1: 52,963 shares; 2025Q2: 43,648 shares 43,648 $17.4K <0.01% -9,315 CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,246 shares; 2024Q2: 14,285 shares; 2024Q3: 814 shares; 2024Q4: not reported; 2025Q1: 652 shares; 2025Q2: 866 shares 866 $17.4K <0.01% +214 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 468 shares; 2024Q2: 955 shares; 2024Q3: 928 shares; 2024Q4: 413 shares; 2025Q1: 329 shares; 2025Q2: 482 shares 482 $17.3K <0.01% +153 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 327 shares; 2024Q2: 439 shares; 2024Q3: 539 shares; 2024Q4: 552 shares; 2025Q1: 218 shares; 2025Q2: 1,215 shares 1,215 $17.2K <0.01% +997 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,102 shares; 2025Q2: 1,203 shares 1,203 $17.1K <0.01% +101 Timeline PIONEER MUNICIPAL HIGH INCO… PIONEER MUNICIPAL HIGH INCOME More: the full row for PIONEER MUNICIPAL HIGH INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,571 shares; 2024Q2: 12,097 shares; 2024Q3: 10,479 shares; 2024Q4: 313 shares; 2025Q1: 1,734 shares; 2025Q2: 1,858 shares 1,858 $17K <0.01% +124 JSI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 323 shares 323 $17K <0.01% 0 Timeline PG&E CORP PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 452 shares 452 $17K <0.01% +445 IVOG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 152 shares; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: 76 shares; 2025Q1: 174 shares; 2025Q2: 150 shares 150 $17K <0.01% -24 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 359 shares; 2024Q2: 359 shares; 2024Q3: 347 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares 264 $16.9K <0.01% 0 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,220 shares; 2024Q3: 1,031 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares 1,208 $16.9K <0.01% 0 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,180 shares; 2024Q2: 1,561 shares; 2024Q3: 1,636 shares; 2024Q4: 712 shares; 2025Q1: 675 shares; 2025Q2: 260 shares 260 $16.9K <0.01% -415 Timeline T-Rex 2X Long MSTR Daily Ta… T-Rex 2X Long MSTR Daily Target E… More: the full row for T-Rex 2X Long MSTR Daily Target ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares 1,950 $16.9K <0.01% 0 CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,481 shares; 2024Q2: 1,670 shares; 2024Q3: 156 shares; 2024Q4: 1,292 shares; 2025Q1: 98 shares; 2025Q2: 2,245 shares 2,245 $16.7K <0.01% +2,147 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 916 shares; 2024Q2: 916 shares; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares 916 $16.7K <0.01% 0 Timeline GINN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 446 shares; 2024Q2: 458 shares; 2024Q3: 243 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares 245 $16.5K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,051 shares; 2024Q2: 825 shares; 2024Q3: 1,422 shares; 2024Q4: 1,452 shares; 2025Q1: 813 shares; 2025Q2: 795 shares 795 $16.5K <0.01% -18 Timeline GXC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128 shares; 2024Q2: 273 shares; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 171 shares; 2025Q2: 188 shares 188 $16.5K <0.01% +17 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,335 shares; 2024Q2: 1,817 shares; 2024Q3: 1,817 shares; 2024Q4: 1,805 shares; 2025Q1: 1,893 shares; 2025Q2: 712 shares 712 $16.4K <0.01% -1,181 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,000 shares; 2024Q4: 67,000 shares; 2025Q1: 66,000 shares; 2025Q2: 66,000 shares 66,000 $16.3K <0.01% 0 MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,404 shares; 2024Q2: 17,404 shares; 2024Q3: 6,904 shares; 2024Q4: 6,904 shares; 2025Q1: 1,450 shares; 2025Q2: 1,461 shares 1,461 $16.2K <0.01% +11 Timeline JAMF JAMF HOLDING CORP More: the full row for JAMF HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 776 shares; 2024Q2: 442 shares; 2024Q3: 1,002 shares; 2024Q4: 1,144 shares; 2025Q1: 1,499 shares; 2025Q2: 1,706 shares 1,706 $16.2K <0.01% +207 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 526 shares; 2024Q2: 599 shares; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 526 shares 526 $16.1K <0.01% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,153 shares; 2024Q2: 1,153 shares; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares 1,153 $16.1K <0.01% 0 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 727 shares 727 $16K <0.01% +602 Timeline ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,544 shares; 2024Q2: 4,635 shares; 2024Q3: 4,624 shares; 2024Q4: 4,534 shares; 2025Q1: 4,475 shares; 2025Q2: 7,486 shares 7,486 $15.9K <0.01% +3,011 Timeline JSML 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares 235 $15.9K <0.01% new Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 981 shares; 2024Q2: 1,195 shares; 2024Q3: 1,285 shares; 2024Q4: 1,259 shares; 2025Q1: 911 shares; 2025Q2: 711 shares 711 $15.8K <0.01% -200 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 720 shares; 2024Q2: 720 shares; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 723 shares; 2025Q2: 370 shares 370 $15.7K <0.01% -353 Timeline RWO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,162 shares; 2024Q2: 1,975 shares; 2024Q3: 683 shares; 2024Q4: 283 shares; 2025Q1: 355 shares; 2025Q2: 355 shares 355 $15.7K <0.01% 0 Timeline CHART INDS INC CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 227 shares; 2024Q2: 222 shares; 2024Q3: 297 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 259 shares 259 $15.6K <0.01% -10 CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 425 shares; 2024Q3: 343 shares; 2024Q4: 383 shares; 2025Q1: 384 shares; 2025Q2: 489 shares 489 $15.6K <0.01% +105 Timeline UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares 13,000 $15.6K <0.01% 0 STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,466 shares; 2024Q2: 2,466 shares; 2024Q3: 2,466 shares; 2024Q4: 2,466 shares; 2025Q1: 2,593 shares; 2025Q2: 3,449 shares 3,449 $15.5K <0.01% +856 Timeline CMCO COLUMBUS MCKINNON CORP N Y More: the full row for COLUMBUS MCKINNON CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,262 shares; 2024Q2: 12,440 shares; 2024Q3: 16,685 shares; 2024Q4: 14,742 shares; 2025Q1: 904 shares; 2025Q2: 1,010 shares 1,010 $15.4K <0.01% +106 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares 104 $15.3K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 267 shares; 2024Q2: 267 shares; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares 190 $15.2K <0.01% 0 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 435 shares; 2024Q2: 559 shares; 2024Q3: 387 shares; 2024Q4: 387 shares; 2025Q1: 585 shares; 2025Q2: 585 shares 585 $15.1K <0.01% 0 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 696 shares; 2024Q2: 208 shares; 2024Q3: 208 shares; 2024Q4: 84 shares; 2025Q1: 967 shares; 2025Q2: 1,168 shares 1,168 $15.1K <0.01% +201 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,754 shares; 2024Q2: 1,648 shares; 2024Q3: 736 shares; 2024Q4: 216 shares; 2025Q1: 157 shares; 2025Q2: 157 shares 157 $15.1K <0.01% 0 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698 shares 698 $15K <0.01% new Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 12,035 shares; 2024Q3: 538 shares; 2024Q4: 311 shares; 2025Q1: 116 shares; 2025Q2: 292 shares 292 $15K <0.01% +176 Timeline CRNX CRINETICS PHARMACEUTICALS IN More: the full row for CRINETICS PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 705 shares; 2024Q2: 725 shares; 2024Q3: 1,158 shares; 2024Q4: 1,366 shares; 2025Q1: 997 shares; 2025Q2: 521 shares 521 $15K <0.01% -476 Timeline PSL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares 135 $14.9K <0.01% 0 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 292 shares; 2024Q2: 427 shares; 2024Q3: 501 shares; 2024Q4: 454 shares; 2025Q1: 723 shares; 2025Q2: 767 shares 767 $14.9K <0.01% +44 Timeline SITIO ROYALTIES CORP SITIO ROYALTIES CORP More: the full row for SITIO ROYALTIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,176 shares; 2024Q2: 2,136 shares; 2024Q3: 2,136 shares; 2024Q4: 2,136 shares; 2025Q1: 2,184 shares; 2025Q2: 808 shares 808 $14.9K <0.01% -1,376 XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,809 shares; 2024Q2: 1,323 shares; 2024Q3: 1,353 shares; 2024Q4: 1,439 shares; 2025Q1: 1,167 shares; 2025Q2: 2,101 shares 2,101 $14.8K <0.01% +934 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,129 shares; 2024Q2: 981 shares; 2024Q3: 2,069 shares; 2024Q4: 541 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares 1,621 $14.7K <0.01% 0 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 415 shares; 2024Q2: 409 shares; 2024Q3: 409 shares; 2024Q4: 4,240 shares; 2025Q1: 4,103 shares; 2025Q2: 558 shares 558 $14.5K <0.01% -3,545 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 921 shares 921 $14.5K <0.01% -12 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,470 shares; 2024Q2: 9,080 shares; 2024Q3: 1,030 shares; 2024Q4: 931 shares; 2025Q1: 2,962 shares; 2025Q2: 3,196 shares 3,196 $14.5K <0.01% +234 Timeline FOR FORESTAR GROUP INC More: the full row for FORESTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 719 shares 719 $14.4K <0.01% new Timeline JPUS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 600 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares 121 $14.3K <0.01% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 256 shares; 2024Q2: 256 shares; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 289 shares; 2025Q2: 289 shares 289 $14.2K <0.01% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 34 shares 34 $14.2K <0.01% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,690 shares; 2024Q2: 12,690 shares; 2024Q3: 7,360 shares; 2024Q4: 1,907 shares; 2025Q1: 1,862 shares; 2025Q2: 1,840 shares 1,840 $14.2K <0.01% -22 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254 shares 254 $14.1K <0.01% new Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 279 shares; 2024Q2: 294 shares; 2024Q3: 299 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 272 shares 272 $14.1K <0.01% -1 Timeline IE IVANHOE ELECTRIC INC More: the full row for IVANHOE ELECTRIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,783 shares; 2024Q2: 1,812 shares; 2024Q3: 1,812 shares; 2024Q4: 1,756 shares; 2025Q1: 1,245 shares; 2025Q2: 1,547 shares 1,547 $14K <0.01% +302 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 108 shares; 2024Q2: 2,249 shares; 2024Q3: 2,249 shares; 2024Q4: 2,249 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares 2,745 $14K <0.01% 0 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 345 shares; 2024Q3: 1,283 shares; 2024Q4: 795 shares; 2025Q1: 867 shares; 2025Q2: 1,082 shares 1,082 $14K <0.01% +215 Timeline XMVTX BLACKROCK MUNIVEST FUND II More: the full row for BLACKROCK MUNIVEST FUND II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,345 shares; 2024Q2: 1,345 shares; 2024Q3: 1,345 shares; 2024Q4: 1,356 shares; 2025Q1: 1,358 shares; 2025Q2: 1,351 shares 1,351 $13.9K <0.01% -7 Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 446 shares; 2025Q2: 465 shares 465 $13.9K <0.01% +19 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 177 shares 177 $13.8K <0.01% +83 Timeline MOV MOVADO GROUP INC More: the full row for MOVADO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,040 shares; 2024Q2: 6,295 shares; 2024Q3: 2,331 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 897 shares 897 $13.7K <0.01% +116 Timeline AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares 14,000 $13.6K <0.01% 0 GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares 950 $13.6K <0.01% new Timeline GSSC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 194 shares; 2025Q2: 194 shares 194 $13.3K <0.01% 0 Timeline JIRE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 108 shares; 2024Q2: 167 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 187 shares 187 $13.2K <0.01% +85 Timeline Couchbase Inc Couchbase Inc More: the full row for Couchbase Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,926 shares; 2024Q2: 80,932 shares; 2024Q3: 52,656 shares; 2024Q4: 64,094 shares; 2025Q1: 534 shares; 2025Q2: 534 shares 534 $13K <0.01% 0 PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 237 shares; 2024Q2: 253 shares; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares 203 $13K <0.01% 0 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 288 shares; 2024Q2: 309 shares; 2024Q3: 298 shares; 2024Q4: 196 shares; 2025Q1: 245 shares; 2025Q2: 268 shares 268 $13K <0.01% +23 Timeline EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,946 shares; 2024Q2: 1,946 shares; 2024Q3: 1,946 shares; 2024Q4: 1,946 shares; 2025Q1: 1,946 shares; 2025Q2: 1,946 shares 1,946 $12.7K <0.01% 0 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 525 shares; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares 525 $12.7K <0.01% 0 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,459 shares; 2024Q2: 1,476 shares; 2024Q3: 1,588 shares; 2024Q4: 1,708 shares; 2025Q1: 4,287 shares; 2025Q2: 857 shares 857 $12.6K <0.01% -3,430 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: 240 shares 240 $12.6K <0.01% +5 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,402 shares; 2024Q2: 6,414 shares; 2024Q3: 6,696 shares; 2024Q4: 6,923 shares; 2025Q1: 6,667 shares; 2025Q2: 7,230 shares 7,230 $12.4K <0.01% +563 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 808 shares; 2024Q2: 808 shares; 2024Q3: 808 shares; 2024Q4: 523 shares; 2025Q1: 812 shares; 2025Q2: 728 shares 728 $12.3K <0.01% -84 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 158 shares; 2024Q2: 112 shares; 2024Q3: 112 shares; 2024Q4: 304 shares; 2025Q1: 177 shares; 2025Q2: 749 shares 749 $12.2K <0.01% +572 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares 1,216 $12.2K <0.01% 0 EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 228 shares; 2024Q2: 219 shares; 2024Q3: 219 shares; 2024Q4: 215 shares; 2025Q1: 1,217 shares; 2025Q2: 415 shares 415 $12.2K <0.01% -802 Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 834 shares; 2024Q2: 834 shares; 2024Q3: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 821 shares 821 $12.1K <0.01% -13 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785 shares 785 $12.1K <0.01% new Timeline AOUT AMERICAN OUTDOOR BRANDS INC More: the full row for AMERICAN OUTDOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,371 shares; 2024Q2: 1,741 shares; 2024Q3: 1,980 shares; 2024Q4: 896 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares 1,154 $12.1K <0.01% 0 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 220 shares; 2024Q4: 229 shares; 2025Q1: 125 shares; 2025Q2: 724 shares 724 $12.1K <0.01% +599 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 554 shares; 2024Q2: 684 shares; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares 684 $12K <0.01% 0 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 386 shares; 2025Q2: 501 shares 501 $11.8K <0.01% +115 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 636 shares; 2024Q2: 618 shares; 2024Q3: 277 shares; 2024Q4: 567 shares; 2025Q1: 603 shares; 2025Q2: 599 shares 599 $11.8K <0.01% -4 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 224 shares; 2024Q2: 221 shares; 2024Q3: 181 shares; 2024Q4: 180 shares; 2025Q1: 190 shares; 2025Q2: 353 shares 353 $11.7K <0.01% +163 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 182 shares; 2025Q2: 523 shares 523 $11.7K <0.01% +341 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 650 shares; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares 458 $11.7K <0.01% 0 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 987 shares; 2024Q2: 726 shares; 2024Q3: 759 shares; 2024Q4: 878 shares; 2025Q1: 985 shares; 2025Q2: 1,804 shares 1,804 $11.6K <0.01% +819 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,622 shares; 2024Q2: 1,519 shares; 2024Q3: 1,478 shares; 2024Q4: 1,408 shares; 2025Q1: 395 shares; 2025Q2: 284 shares 284 $11.6K <0.01% -111 Timeline SEMR SEMRUSH HLDGS INC More: the full row for SEMRUSH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,503 shares; 2024Q4: 6,304 shares; 2025Q1: 761 shares; 2025Q2: 1,276 shares 1,276 $11.5K <0.01% +515 Timeline EWZS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 869 shares 869 $11.5K <0.01% new Timeline COLO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 398 shares 398 $11.5K <0.01% +236 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 366 shares; 2024Q2: 366 shares; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 405 shares 405 $11.5K <0.01% +39 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,105 shares; 2024Q2: 35,932 shares; 2024Q3: 35,580 shares; 2024Q4: 34,969 shares; 2025Q1: 1,164 shares; 2025Q2: 1,216 shares 1,216 $11.4K <0.01% +52 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 301 shares; 2024Q2: 337 shares; 2024Q3: 331 shares; 2024Q4: 292 shares; 2025Q1: 332 shares; 2025Q2: 351 shares 351 $11.4K <0.01% +19 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 12,000 shares 12,000 $11.3K <0.01% -18,000 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $11.3K <0.01% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 130 shares; 2024Q4: 1,126 shares; 2025Q1: 1,126 shares; 2025Q2: 285 shares 285 $11.2K <0.01% -841 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 687 shares 687 $11.1K <0.01% +87 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 359 shares; 2025Q2: 300 shares 300 $11.1K <0.01% -59 Timeline ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $11.1K <0.01% 0 MLYS MINERALYS THERAPEUTICS INC More: the full row for MINERALYS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 690 shares; 2024Q2: 644 shares; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 597 shares; 2025Q2: 803 shares 803 $10.9K <0.01% +206 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 760 shares; 2024Q2: 760 shares; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares 1,038 $10.8K <0.01% 0 Timeline PARSONS CORP DEL PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000 $10.6K <0.01% new GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 752 shares 752 $10.6K <0.01% +433 Timeline BDIV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares 505 $10.6K <0.01% new Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 191 shares 191 $10.6K <0.01% -3 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 219 shares; 2024Q2: 259 shares; 2024Q3: 212 shares; 2024Q4: 124 shares; 2025Q1: 125 shares; 2025Q2: 127 shares 127 $10.5K <0.01% +2 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 749 shares; 2024Q2: 526 shares; 2024Q3: 633 shares; 2024Q4: 93 shares; 2025Q1: 250 shares; 2025Q2: 212 shares 212 $10.5K <0.01% -38 Timeline CGON CG ONCOLOGY INC More: the full row for CG ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 403 shares 403 $10.5K <0.01% +348 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 527 shares; 2024Q2: 411 shares; 2024Q3: 360 shares; 2024Q4: 333 shares; 2025Q1: 322 shares; 2025Q2: 322 shares 322 $10.4K <0.01% 0 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 279 shares; 2024Q2: 279 shares; 2024Q3: 5,019 shares; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 5,019 shares 5,019 $10.4K <0.01% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 210 shares; 2024Q2: 331 shares; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 237 shares; 2025Q2: 237 shares 237 $10.4K <0.01% 0 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,298 shares; 2024Q2: 1,212 shares; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares 1,153 $10.3K <0.01% 0 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 192 shares; 2024Q2: 7 shares; 2024Q3: 35 shares; 2024Q4: 121 shares; 2025Q1: 189 shares; 2025Q2: 184 shares 184 $10.2K <0.01% -5 Timeline SDVD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 496 shares 496 $10.2K <0.01% 0 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,370 shares; 2024Q2: 6,370 shares; 2024Q3: 1,898 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares 446 $10.1K <0.01% 0 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares 353 $10.1K <0.01% new Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,010 shares; 2024Q2: 14,412 shares; 2024Q3: 13,374 shares; 2024Q4: 13,251 shares; 2025Q1: 1,400 shares; 2025Q2: 1,476 shares 1,476 $10.1K <0.01% +76 Timeline JGLO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104 shares; 2024Q2: 363 shares; 2024Q3: 355 shares; 2024Q4: 358 shares; 2025Q1: 1,358 shares; 2025Q2: 156 shares 156 $10K <0.01% -1,202 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,876 shares; 2024Q2: 1,876 shares; 2024Q3: 5,726 shares; 2024Q4: 503 shares; 2025Q1: 527 shares; 2025Q2: 539 shares 539 $9.96K <0.01% +12 Timeline PXJ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,400 shares; 2024Q2: 3,400 shares; 2024Q3: 3,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares 418 $9.95K <0.01% new Timeline HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000 $9.94K <0.01% 0 BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 887 shares; 2024Q2: 887 shares; 2024Q3: 887 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares 792 $9.92K <0.01% 0 Timeline BRY Berry Corp More: the full row for Berry Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,125 shares; 2024Q2: 19,528 shares; 2024Q3: 24,004 shares; 2024Q4: 31,223 shares; 2025Q1: 28,988 shares; 2025Q2: 3,558 shares 3,558 $9.86K <0.01% -25,430 Timeline VISHAY INTERTECHNOLOGY INC VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares 11,000 $9.85K <0.01% 0 BH-A BIGLARI HLDGS INC More: the full row for BIGLARI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $9.8K <0.01% 0 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 865 shares; 2024Q2: 731 shares; 2024Q3: 748 shares; 2024Q4: 873 shares; 2025Q1: 821 shares; 2025Q2: 576 shares 576 $9.8K <0.01% -245 Timeline REPL REPLIMUNE GROUP INC More: the full row for REPLIMUNE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 757 shares; 2024Q2: 1,052 shares; 2024Q3: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares 1,052 $9.77K <0.01% 0 Timeline DWAS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144 shares; 2024Q2: 163 shares; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 115 shares 115 $9.76K <0.01% -16 Timeline OFLX OMEGA FLEX INC More: the full row for OMEGA FLEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,865 shares; 2024Q2: 4,449 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 298 shares 298 $9.65K <0.01% -21 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43 shares; 2024Q2: 2,296 shares; 2024Q3: 2,899 shares; 2024Q4: 2,626 shares; 2025Q1: 110 shares; 2025Q2: 57 shares 57 $9.64K <0.01% -53 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,659 shares; 2024Q2: 1,994 shares; 2024Q3: 1,007 shares; 2024Q4: 3,515 shares; 2025Q1: 1,016 shares; 2025Q2: 1,004 shares 1,004 $9.63K <0.01% -12 SPT SPROUT SOCIAL INC More: the full row for SPROUT SOCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,273 shares; 2024Q2: 1,217 shares; 2024Q3: 910 shares; 2024Q4: 522 shares; 2025Q1: 690 shares; 2025Q2: 459 shares 459 $9.59K <0.01% -231 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 738 shares; 2024Q2: 228 shares; 2024Q3: 228 shares; 2024Q4: 217 shares; 2025Q1: 112 shares; 2025Q2: 98 shares 98 $9.57K <0.01% -14 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 198 shares; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 554 shares; 2025Q2: 554 shares 554 $9.57K <0.01% 0 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 117 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 196 shares; 2025Q1: 100 shares; 2025Q2: 178 shares 178 $9.57K <0.01% +78 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,122 shares; 2024Q2: 1,309 shares; 2024Q3: 1,734 shares; 2024Q4: 318 shares; 2025Q1: 644 shares; 2025Q2: 644 shares 644 $9.51K <0.01% 0 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,316 shares; 2025Q1: 802 shares; 2025Q2: 789 shares 789 $9.49K <0.01% -13 Timeline AMPHASTAR PHARMACEUTICALS IN AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares 11,000 $9.49K <0.01% 0 EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 673 shares; 2024Q2: 666 shares; 2024Q3: 178 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 174 shares 174 $9.48K <0.01% -2 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,975 shares; 2024Q2: 3,872 shares; 2024Q3: 59 shares; 2024Q4: 195 shares; 2025Q1: not reported; 2025Q2: 1,414 shares 1,414 $9.4K <0.01% new Timeline CZA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares 88 $9.38K <0.01% new Timeline ECON COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 379 shares; 2024Q2: 379 shares; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 391 shares; 2025Q2: 391 shares 391 $9.37K <0.01% 0 Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,225 shares; 2024Q2: 1,225 shares; 2024Q3: 1,225 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares 964 $9.34K <0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 318 shares; 2024Q2: 230 shares; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 105 shares; 2025Q2: 105 shares 105 $9.3K <0.01% 0 Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 363 shares; 2024Q3: 113 shares; 2024Q4: 200 shares; 2025Q1: 371 shares; 2025Q2: 411 shares 411 $9.22K <0.01% +40 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,896 shares; 2025Q1: 515 shares; 2025Q2: 481 shares 481 $9.17K <0.01% -34 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,272 shares; 2024Q2: 1,724 shares; 2024Q3: 1,724 shares; 2024Q4: 2,060 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares 1,272 $9.13K <0.01% 0 Timeline SPOTIFY USA INC SPOTIFY USA INC More: the full row for SPOTIFY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares 6,000 $9.09K <0.01% 0 GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares 1,440 $9.06K <0.01% 0 Timeline AMERICAN WTR CAP CORP AMERICAN WTR CAP CORP More: the full row for AMERICAN WTR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares 9,000 $9.04K <0.01% new GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,100 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $9.02K <0.01% 0 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,711 shares; 2024Q2: 2,615 shares; 2024Q3: 2,644 shares; 2024Q4: 2,040 shares; 2025Q1: 2,036 shares; 2025Q2: 2,130 shares 2,130 $8.93K <0.01% +94 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124 shares; 2024Q2: 88 shares; 2024Q3: 86 shares; 2024Q4: 186 shares; 2025Q1: 184 shares; 2025Q2: 100 shares 100 $8.92K <0.01% -84 Timeline QMFE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 764 shares; 2025Q2: 429 shares 429 $8.89K <0.01% -335 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,203 shares; 2024Q2: 13,537 shares; 2024Q3: 13,617 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares 612 $8.87K <0.01% 0 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 477 shares; 2024Q2: 460 shares; 2024Q3: 460 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares 110 $8.86K <0.01% 0 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,292 shares; 2024Q2: 1,557 shares; 2024Q3: 1,534 shares; 2024Q4: 257 shares; 2025Q1: 235 shares; 2025Q2: 235 shares 235 $8.85K <0.01% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 386 shares; 2024Q2: 386 shares; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares 386 $8.83K <0.01% 0 Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 184 shares; 2024Q2: 184 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares 811 $8.78K <0.01% new Timeline GFEB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 225 shares 225 $8.77K <0.01% -172 Timeline EXPEDIA GROUP INC EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares 9,000 $8.75K <0.01% new SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 3 shares 3 $8.58K <0.01% -4 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 904 shares; 2024Q2: 931 shares; 2024Q3: 1,113 shares; 2024Q4: 985 shares; 2025Q1: 1,142 shares; 2025Q2: 1,048 shares 1,048 $8.48K <0.01% -94 Timeline BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 9,000 shares 9,000 $8.47K <0.01% -6,000 VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000 $8.37K <0.01% new Timeline SDHC SMITH DOUGLAS HOMES CORP More: the full row for SMITH DOUGLAS HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 430 shares 430 $8.35K <0.01% 0 Timeline RCMT RCM TECHNOLOGIES INC More: the full row for RCM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares; 2024Q4: 172 shares; 2025Q1: 271 shares; 2025Q2: 349 shares 349 $8.24K <0.01% +78 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105 shares; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 101 shares; 2025Q2: 101 shares 101 $8.2K <0.01% 0 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90 shares; 2024Q2: 106 shares; 2024Q3: 213 shares; 2024Q4: 236 shares; 2025Q1: 511 shares; 2025Q2: 513 shares 513 $8.18K <0.01% +2 Timeline MBUU MALIBU BOATS INC More: the full row for MALIBU BOATS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,962 shares; 2024Q2: 398 shares; 2024Q3: 281 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 261 shares 261 $8.18K <0.01% -88 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 486 shares; 2024Q3: 257 shares; 2024Q4: 204 shares; 2025Q1: 476 shares; 2025Q2: 820 shares 820 $8.12K <0.01% +344 Timeline E2OPEN PARENT HOLDINGS INC E2OPEN PARENT HOLDINGS INC More: the full row for E2OPEN PARENT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 178 shares; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: 2,503 shares 2,503 $8.09K <0.01% new NCMI NATIONAL CINEMEDIA INC More: the full row for NATIONAL CINEMEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 267 shares; 2024Q2: 582 shares; 2024Q3: 607 shares; 2024Q4: 737 shares; 2025Q1: 2,509 shares; 2025Q2: 1,660 shares 1,660 $8.04K <0.01% -849 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,211 shares; 2024Q2: 4,494 shares; 2024Q3: 8,036 shares; 2024Q4: 5,787 shares; 2025Q1: 636 shares; 2025Q2: 1,198 shares 1,198 $8.04K <0.01% +562 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 310 shares; 2024Q3: 314 shares; 2024Q4: 257 shares; 2025Q1: 193 shares; 2025Q2: 169 shares 169 $8.04K <0.01% -24 Timeline KALV KALVISTA PHARMACEUTICALS INC More: the full row for KALVISTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 519 shares; 2024Q2: 652 shares; 2024Q3: 652 shares; 2024Q4: 519 shares; 2025Q1: 711 shares; 2025Q2: 711 shares 711 $8.04K <0.01% 0 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,228 shares; 2024Q2: 2,140 shares; 2024Q3: 1,008 shares; 2024Q4: 1,099 shares; 2025Q1: 354 shares; 2025Q2: 785 shares 785 $7.98K <0.01% +431 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37 shares; 2024Q2: 943 shares; 2024Q3: 1,011 shares; 2024Q4: 936 shares; 2025Q1: 907 shares; 2025Q2: 907 shares 907 $7.95K <0.01% 0 Timeline SPRINGWORKS THERAPEUTICS INC SPRINGWORKS THERAPEUTICS INC More: the full row for SPRINGWORKS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,212 shares; 2024Q2: 1,676 shares; 2024Q3: 1,686 shares; 2024Q4: 1,532 shares; 2025Q1: 1,650 shares; 2025Q2: 169 shares 169 $7.94K <0.01% -1,481 PG&E CORP PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 8,000 shares 8,000 $7.94K <0.01% +4,000 JBT MAREL CORPORATION JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 12,000 shares; 2025Q2: 8,000 shares 8,000 $7.94K <0.01% -4,000 EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 366 shares; 2025Q2: 328 shares 328 $7.93K <0.01% -38 Timeline CVIE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 121 shares 121 $7.88K <0.01% 0 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 121 shares; 2024Q2: 121 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 85 shares; 2025Q2: 332 shares 332 $7.76K <0.01% +247 Timeline FF FUTUREFUEL CORP More: the full row for FUTUREFUEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $7.76K <0.01% 0 Timeline WINNEBAGO INDS INC WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares 9,000 $7.74K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,177 shares 1,177 $7.71K <0.01% new Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,292 shares; 2024Q2: 1,479 shares; 2024Q3: 1,689 shares; 2024Q4: 1,657 shares; 2025Q1: 1,583 shares; 2025Q2: 1,686 shares 1,686 $7.64K <0.01% +103 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 521 shares; 2024Q2: 485 shares; 2024Q3: 485 shares; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 94 shares 94 $7.62K <0.01% 0 Timeline MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares 114 $7.6K <0.01% new Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares 152 $7.58K <0.01% new Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares 299 $7.57K <0.01% new Timeline SCHNITZER STEEL INDUSTRIES … SCHNITZER STEEL INDUSTRIES INC More: the full row for SCHNITZER STEEL INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 399 shares; 2024Q2: 375 shares; 2024Q3: 418 shares; 2024Q4: 164 shares; 2025Q1: 545 shares; 2025Q2: 254 shares 254 $7.54K <0.01% -291 LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,354 shares; 2024Q2: 811 shares; 2024Q3: 1,176 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 844 shares 844 $7.52K <0.01% -202 Timeline TDUP THREDUP INC More: the full row for THREDUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000 $7.49K <0.01% new Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,070 shares; 2024Q2: 1,095 shares; 2024Q3: 866 shares; 2024Q4: 835 shares; 2025Q1: 852 shares; 2025Q2: 944 shares 944 $7.46K <0.01% +92 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 112 shares; 2024Q2: not reported; 2024Q3: 4,987 shares; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: 149 shares 149 $7.39K <0.01% new Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares 73 $7.39K <0.01% new Timeline TBUX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148 shares 148 $7.36K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares 80 $7.34K <0.01% 0 Timeline ATLC ATLANTICUS HOLDINGS CORP More: the full row for ATLANTICUS HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 133 shares 133 $7.28K <0.01% +76 Timeline ZIMVIE INC ZIMVIE INC More: the full row for ZIMVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 497 shares; 2024Q2: 496 shares; 2024Q3: 529 shares; 2024Q4: 526 shares; 2025Q1: 725 shares; 2025Q2: 778 shares 778 $7.27K <0.01% +53 EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 153 shares; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 154 shares; 2025Q1: 281 shares; 2025Q2: 295 shares 295 $7.26K <0.01% +14 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 219 shares 219 $7.24K <0.01% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 102 shares; 2025Q2: 178 shares 178 $7.22K <0.01% +76 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,356 shares; 2024Q2: 1,175 shares; 2024Q3: 651 shares; 2024Q4: 591 shares; 2025Q1: 416 shares; 2025Q2: 312 shares 312 $7.22K <0.01% -104 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,098 shares; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares 1,098 $7.09K <0.01% 0 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,658 shares; 2024Q2: 1,992 shares; 2024Q3: 4,121 shares; 2024Q4: 4,121 shares; 2025Q1: 2,310 shares; 2025Q2: 2,686 shares 2,686 $7.09K <0.01% +376 Timeline SEG SEAPORT ENTMT GROUP INC More: the full row for SEAPORT ENTMT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares; 2024Q4: 133 shares; 2025Q1: 501 shares; 2025Q2: 379 shares 379 $7.07K <0.01% -122 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 364 shares; 2024Q2: 395 shares; 2024Q3: 580 shares; 2024Q4: 129 shares; 2025Q1: 181 shares; 2025Q2: 321 shares 321 $7.02K <0.01% +140 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 600 shares 600 $7.02K <0.01% -400 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,638 shares; 2024Q2: 655 shares; 2024Q3: 1,130 shares; 2024Q4: 1,120 shares; 2025Q1: 2,200 shares; 2025Q2: 2,340 shares 2,340 $7.02K <0.01% +140 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 12 shares; 2024Q3: 51 shares; 2024Q4: 100 shares; 2025Q1: 873 shares; 2025Q2: 969 shares 969 $6.98K <0.01% +96 Timeline FORD MOTOR COMPANY FORD MOTOR COMPANY More: the full row for FORD MOTOR COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 7,000 shares 7,000 $6.92K <0.01% -9,000 EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares 70 $6.91K <0.01% 0 Timeline INGN INOGEN INC More: the full row for INOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 979 shares; 2024Q2: 979 shares; 2024Q3: 979 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares 979 $6.88K <0.01% 0 Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,110 shares; 2024Q2: 27,672 shares; 2024Q3: 15,923 shares; 2024Q4: 15,616 shares; 2025Q1: 797 shares; 2025Q2: 640 shares 640 $6.8K <0.01% -157 Timeline VIOG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 55 shares; 2025Q1: 77 shares; 2025Q2: 59 shares 59 $6.75K <0.01% -18 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 42 shares; 2024Q3: 91 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 90 shares 90 $6.74K <0.01% +75 VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 166 shares; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares 166 $6.68K <0.01% 0 Timeline HOFT HOOKER FURNISHINGS CORPORATI More: the full row for HOOKER FURNISHINGS CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 631 shares 631 $6.68K <0.01% new Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares 214 $6.67K <0.01% new Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares 201 $6.66K <0.01% new Timeline TDVG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157 shares; 2024Q2: 157 shares; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares 157 $6.65K <0.01% 0 Timeline DEXCOM INC DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares 7,000 $6.57K <0.01% new AURA AURA BIOSCIENCES INC More: the full row for AURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: not reported; 2025Q2: 1,047 shares 1,047 $6.55K <0.01% new Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 986 shares; 2024Q2: 2,030 shares; 2024Q3: 954 shares; 2024Q4: 477 shares; 2025Q1: 522 shares; 2025Q2: 1,379 shares 1,379 $6.52K <0.01% +857 Timeline KURA KURA ONCOLOGY INC More: the full row for KURA ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 221 shares; 2024Q2: 221 shares; 2024Q3: 221 shares; 2024Q4: 772 shares; 2025Q1: 342 shares; 2025Q2: 1,125 shares 1,125 $6.49K <0.01% +783 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 2,534 shares; 2025Q2: 144 shares 144 $6.47K <0.01% -2,390 Timeline THE SHYFT GROUP THE SHYFT GROUP More: the full row for THE SHYFT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 766 shares; 2024Q2: 766 shares; 2024Q3: 766 shares; 2024Q4: 766 shares; 2025Q1: 254 shares; 2025Q2: 511 shares 511 $6.41K <0.01% +257 DUN & BRADSTREET HLDGS INC DUN & BRADSTREET HLDGS INC More: the full row for DUN & BRADSTREET HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99,163 shares; 2024Q2: 92,281 shares; 2024Q3: 127,989 shares; 2024Q4: 107,103 shares; 2025Q1: 66,343 shares; 2025Q2: 704 shares 704 $6.4K <0.01% -65,639 TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,656 shares; 2024Q2: 7,064 shares; 2024Q3: 7,195 shares; 2024Q4: 4,624 shares; 2025Q1: 74 shares; 2025Q2: 84 shares 84 $6.33K <0.01% +10 Timeline POTBELLY CORP POTBELLY CORP More: the full row for POTBELLY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 262 shares; 2024Q2: 397 shares; 2024Q3: 136 shares; 2024Q4: 148 shares; 2025Q1: 514 shares; 2025Q2: 514 shares 514 $6.3K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 210 shares; 2025Q2: 210 shares 210 $6.29K <0.01% 0 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,243 shares; 2025Q2: 403 shares 403 $6.28K <0.01% -14,840 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares 270 $6.23K <0.01% 0 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,460 shares; 2024Q2: 23,538 shares; 2024Q3: 22,813 shares; 2024Q4: 23,963 shares; 2025Q1: not reported; 2025Q2: 1,031 shares 1,031 $6.22K <0.01% new Timeline ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 117 shares 117 $6.2K <0.01% +67 ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 108 shares; 2025Q2: 104 shares 104 $6.13K <0.01% -4 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares 123 $6.12K <0.01% new Timeline MRVI MARAVAI LIFESCIENCES HLDGS I More: the full row for MARAVAI LIFESCIENCES HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,069 shares; 2024Q2: 2,066 shares; 2024Q3: 3,419 shares; 2024Q4: 2,159 shares; 2025Q1: 2,067 shares; 2025Q2: 2,537 shares 2,537 $6.11K <0.01% +470 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 730 shares; 2024Q2: 730 shares; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares 730 $6.09K <0.01% 0 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 173 shares; 2024Q2: 154 shares; 2024Q3: 154 shares; 2024Q4: 149 shares; 2025Q1: 145 shares; 2025Q2: 188 shares 188 $6.07K <0.01% +43 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 485 shares 485 $5.98K <0.01% new Timeline JMHI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 120 shares 120 $5.97K <0.01% 0 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 280 shares; 2024Q2: 99 shares; 2024Q3: 99 shares; 2024Q4: 110 shares; 2025Q1: 109 shares; 2025Q2: 89 shares 89 $5.97K <0.01% -20 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 384 shares; 2025Q2: 217 shares 217 $5.91K <0.01% -167 Timeline NUVL NUVALENT INC More: the full row for NUVALENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 299 shares; 2024Q2: 319 shares; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 72 shares; 2025Q2: 77 shares 77 $5.9K <0.01% +5 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 483 shares; 2024Q2: 483 shares; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares 483 $5.83K <0.01% 0 Timeline INTEGRAL AD SCIENCE HLDNG CO INTEGRAL AD SCIENCE HLDNG CO More: the full row for INTEGRAL AD SCIENCE HLDNG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 605 shares; 2024Q2: 613 shares; 2024Q3: 1,283 shares; 2024Q4: 1,254 shares; 2025Q1: 627 shares; 2025Q2: 701 shares 701 $5.83K <0.01% +74 FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 123 shares; 2024Q3: 120 shares; 2024Q4: 135 shares; 2025Q1: 127 shares; 2025Q2: 124 shares 124 $5.81K <0.01% -3 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103 shares; 2024Q2: 90 shares; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares 90 $5.81K <0.01% 0 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 469 shares; 2024Q2: 469 shares; 2024Q3: 1,586 shares; 2024Q4: 1,036 shares; 2025Q1: 664 shares; 2025Q2: 392 shares 392 $5.81K <0.01% -272 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 115 shares 115 $5.78K <0.01% 0 Timeline UTMD UTAH MED PRODS INC More: the full row for UTAH MED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104 shares; 2024Q2: 178 shares; 2024Q3: 218 shares; 2024Q4: 48 shares; 2025Q1: 118 shares; 2025Q2: 101 shares 101 $5.75K <0.01% -17 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 539 shares; 2024Q2: 539 shares; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 344 shares; 2025Q2: 196 shares 196 $5.74K <0.01% -148 Timeline FSZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 73 shares; 2024Q2: 75 shares; 2024Q3: 73 shares; 2024Q4: 81 shares; 2025Q1: 74 shares; 2025Q2: 74 shares 74 $5.66K <0.01% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,319 shares; 2024Q2: 1,319 shares; 2024Q3: 1,119 shares; 2024Q4: 1,106 shares; 2025Q1: 1,114 shares; 2025Q2: 893 shares 893 $5.61K <0.01% -221 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301 shares 301 $5.6K <0.01% new Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,455 shares 2,455 $5.55K <0.01% -45 Timeline FA FIRST ADVANTAGE CORP NEW More: the full row for FIRST ADVANTAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 287 shares; 2024Q2: 335 shares; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 310 shares; 2025Q2: 333 shares 333 $5.54K <0.01% +23 Timeline FRST PRIMIS FINANCIAL CORP More: the full row for PRIMIS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 976 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares 510 $5.53K <0.01% new Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,000 shares 3,000 $5.46K <0.01% -1,000 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 912 shares 912 $5.45K <0.01% new Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,163 shares; 2024Q2: 8,355 shares; 2024Q3: 1,809 shares; 2024Q4: 548 shares; 2025Q1: 262 shares; 2025Q2: 315 shares 315 $5.45K <0.01% +53 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 586 shares; 2024Q2: 435 shares; 2024Q3: 3,985 shares; 2024Q4: 3,535 shares; 2025Q1: 11,119 shares; 2025Q2: 187 shares 187 $5.35K <0.01% -10,932 Timeline VERI VERITONE INC More: the full row for VERITONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,212 shares; 2024Q3: 4,212 shares; 2024Q4: 4,212 shares; 2025Q1: 4,212 shares; 2025Q2: 4,212 shares 4,212 $5.31K <0.01% 0 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,205 shares; 2024Q2: 2,205 shares; 2024Q3: 2,339 shares; 2024Q4: 2,219 shares; 2025Q1: 263 shares; 2025Q2: 280 shares 280 $5.27K <0.01% +17 Timeline FLGR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares 157 $5.26K <0.01% new Timeline NGVC NATURAL GROCERS BY VITAMIN More: the full row for NATURAL GROCERS BY VITAMIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 133 shares 133 $5.22K <0.01% -12 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 576 shares; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 125 shares; 2025Q1: 119 shares; 2025Q2: 114 shares 114 $5.21K <0.01% -5 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares 227 $5.18K <0.01% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares 494 $5.17K <0.01% new Timeline DBEZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 100 shares 100 $5.1K <0.01% -1 Timeline DAWN DAY ONE BIOPHARMACEUTICALS I More: the full row for DAY ONE BIOPHARMACEUTICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 206 shares; 2024Q2: 248 shares; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 950 shares; 2025Q2: 784 shares 784 $5.1K <0.01% -166 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 572 shares; 2024Q2: 553 shares; 2024Q3: 190 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares 127 $5.06K <0.01% 0 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 697,799 shares; 2024Q2: 839,344 shares; 2024Q3: 1,104,492 shares; 2024Q4: 1,098,378 shares; 2025Q1: 1,017 shares; 2025Q2: 432 shares 432 $5.05K <0.01% -585 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,007,954 shares; 2024Q2: 1,311,574 shares; 2024Q3: 1,491,854 shares; 2024Q4: 1,508 shares; 2025Q1: 2,238 shares; 2025Q2: 864 shares 864 $5.04K <0.01% -1,374 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 576 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 760 shares; 2025Q2: 124 shares 124 $5.03K <0.01% -636 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,275 shares; 2024Q2: 1,275 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares 181 $4.92K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,100 shares; 2024Q2: 11,100 shares; 2024Q3: 11,100 shares; 2024Q4: 11,386 shares; 2025Q1: 11,100 shares; 2025Q2: 457 shares 457 $4.82K <0.01% -10,643 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 217 shares; 2024Q2: 158 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 125 shares 125 $4.81K <0.01% -10 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares 1,316 $4.79K <0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares 33 $4.78K <0.01% 0 Timeline CHIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 322 shares; 2025Q2: 225 shares 225 $4.75K <0.01% -97 Timeline AKRO AKERO THERAPEUTICS INC More: the full row for AKERO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 165 shares; 2025Q2: 88 shares 88 $4.7K <0.01% -77 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,280 shares; 2024Q2: 1,280 shares; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares 1,280 $4.68K <0.01% 0 Timeline NEXTERA ENERGY INC NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 893 shares; 2024Q2: 876 shares; 2024Q3: 984 shares; 2024Q4: 789 shares; 2025Q1: 800 shares; 2025Q2: 117 shares 117 $4.65K <0.01% -683 AMPY AMPLIFY ENERGY CORP NEW More: the full row for AMPLIFY ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,424 shares 1,424 $4.56K <0.01% new Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 364 shares; 2024Q2: 364 shares; 2024Q3: 360 shares; 2024Q4: 359 shares; 2025Q1: 336 shares; 2025Q2: 537 shares 537 $4.51K <0.01% +201 Timeline IMVT IMMUNOVANT INC More: the full row for IMMUNOVANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 524 shares; 2024Q2: 583 shares; 2024Q3: 100 shares; 2024Q4: 96 shares; 2025Q1: not reported; 2025Q2: 281 shares 281 $4.5K <0.01% new Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,109 shares; 2024Q2: 454 shares; 2024Q3: 465 shares; 2024Q4: 219 shares; 2025Q1: 734 shares; 2025Q2: 1,532 shares 1,532 $4.46K <0.01% +798 Timeline NATH NATHANS FAMOUS INC More: the full row for NATHANS FAMOUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 40 shares 40 $4.42K <0.01% -4 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 172 shares; 2024Q2: 100 shares; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 85 shares 85 $4.38K <0.01% -8 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,626 shares; 2024Q2: 3,668 shares; 2024Q3: 2,901 shares; 2024Q4: 1,873 shares; 2025Q1: 1,667 shares; 2025Q2: 502 shares 502 $4.37K <0.01% -1,165 Timeline BBHY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,650 shares; 2024Q2: 448 shares; 2024Q3: 381 shares; 2024Q4: 337 shares; 2025Q1: 361 shares; 2025Q2: 92 shares 92 $4.31K <0.01% -269 Timeline RDVT RED VIOLET INC More: the full row for RED VIOLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 85 shares; 2025Q2: 87 shares 87 $4.29K <0.01% +2 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89 shares; 2024Q2: 89 shares; 2024Q3: 89 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares 59 $4.28K <0.01% 0 Timeline DENN DENNY'S CORP More: the full row for DENNY'S CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 583 shares; 2024Q2: not reported; 2024Q3: 921 shares; 2024Q4: 190 shares; 2025Q1: not reported; 2025Q2: 1,041 shares 1,041 $4.27K <0.01% new Timeline EB EVENTBRITE INC-CLASS A More: the full row for EVENTBRITE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares 1,618 $4.25K <0.01% 0 Timeline DSGR DISTRIBUTION SOLUTIONS GRP I More: the full row for DISTRIBUTION SOLUTIONS GRP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 107 shares; 2024Q2: 56 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 155 shares; 2025Q2: 155 shares 155 $4.25K <0.01% 0 Timeline PNRG PRIMEENERGY RESOURCES CORP More: the full row for PRIMEENERGY RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 29 shares 29 $4.25K <0.01% -2 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 847 shares; 2024Q2: 812 shares; 2024Q3: 782 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 897 shares 897 $4.22K <0.01% +120 Timeline NVEC NVE CORP More: the full row for NVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 57 shares 57 $4.2K <0.01% 0 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 333 shares; 2024Q2: 328 shares; 2024Q3: 331 shares; 2024Q4: 332 shares; 2025Q1: 336 shares; 2025Q2: 336 shares 336 $4.18K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares 670 $4.18K <0.01% new Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 1,490 shares 1,490 $4.14K <0.01% +1,385 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 395 shares; 2024Q2: 395 shares; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares 395 $4.09K <0.01% 0 Timeline CARGO THERAPEUTICS INC COM CARGO THERAPEUTICS INC COM More: the full row for CARGO THERAPEUTICS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares 992 $4.09K <0.01% new TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 110 shares; 2024Q3: 89 shares; 2024Q4: 173 shares; 2025Q1: 196 shares; 2025Q2: 101 shares 101 $4.08K <0.01% -95 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares 170 $4.08K <0.01% 0 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 385 shares; 2024Q2: 578 shares; 2024Q3: 610 shares; 2024Q4: 919 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares 1,036 $4.06K <0.01% 0 Timeline MCBS METROCITY BANKSHARES INC More: the full row for METROCITY BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142 shares; 2024Q2: 142 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares 142 $4.06K <0.01% 0 Timeline PSCI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,041 shares; 2024Q2: 990 shares; 2024Q3: 990 shares; 2024Q4: 989 shares; 2025Q1: 954 shares; 2025Q2: 30 shares 30 $4.05K <0.01% -924 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,514 shares; 2024Q2: not reported; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 178 shares 178 $4.01K <0.01% +30 Timeline VRDN VIRIDIAN THERAPEUTICS INC More: the full row for VIRIDIAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 283 shares 283 $3.95K <0.01% +218 Timeline ACLX ARCELLX INC More: the full row for ARCELLX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105 shares; 2024Q2: 81 shares; 2024Q3: 78 shares; 2024Q4: 85 shares; 2025Q1: 87 shares; 2025Q2: 59 shares 59 $3.86K <0.01% -28 Timeline CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 837 shares; 2024Q2: 3,447 shares; 2024Q3: 2,798 shares; 2024Q4: 3,687 shares; 2025Q1: 3,307 shares; 2025Q2: 3,000 shares 3,000 $3.84K <0.01% -307 Timeline CLFD CLEARFIELD INC More: the full row for CLEARFIELD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 88 shares 88 $3.82K <0.01% +83 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,067 shares; 2025Q1: 2,133 shares; 2025Q2: 14 shares 14 $3.82K <0.01% -2,119 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares 57 $3.81K <0.01% new Timeline FRHC FREEDOM HOLDING CORP More: the full row for FREEDOM HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares 26 $3.8K <0.01% new Timeline GLUE MONTE ROSA THERAPEUTICS INC More: the full row for MONTE ROSA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 841 shares; 2024Q2: 841 shares; 2024Q3: 841 shares; 2024Q4: 1,109 shares; 2025Q1: 841 shares; 2025Q2: 841 shares 841 $3.79K <0.01% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83 shares; 2024Q2: 95 shares; 2024Q3: 89 shares; 2024Q4: 74 shares; 2025Q1: 87 shares; 2025Q2: 98 shares 98 $3.79K <0.01% +11 Timeline AMTB AMERANT BANCORP INC More: the full row for AMERANT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 124 shares; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 207 shares 207 $3.77K <0.01% +83 Timeline INR INFINITY NAT RES INC More: the full row for INFINITY NAT RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 203 shares 203 $3.72K <0.01% 0 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 261 shares; 2024Q2: 261 shares; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 518 shares 518 $3.69K <0.01% +231 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 462 shares; 2024Q2: 360 shares; 2024Q3: 330 shares; 2024Q4: 9,015 shares; 2025Q1: 309 shares; 2025Q2: 309 shares 309 $3.69K <0.01% 0 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,017 shares; 2024Q2: 1,503 shares; 2024Q3: 2,315 shares; 2024Q4: 2,319 shares; 2025Q1: 3,933 shares; 2025Q2: 3,810 shares 3,810 $3.67K <0.01% -123 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 364 shares; 2024Q2: 318 shares; 2024Q3: 323 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 416 shares 416 $3.66K <0.01% +165 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 38 shares 38 $3.66K <0.01% +29 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,591 shares; 2025Q1: 1,588 shares; 2025Q2: 170 shares 170 $3.6K <0.01% -1,418 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 170 shares; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 66 shares 66 $3.59K <0.01% -104 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares 71 $3.58K <0.01% new Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,171 shares; 2024Q2: 1,160 shares; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 98 shares; 2025Q2: 373 shares 373 $3.51K <0.01% +275 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 194 shares; 2024Q2: 199 shares; 2024Q3: 180 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares 56 $3.48K <0.01% 0 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares 635 $3.47K <0.01% new Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244 shares 244 $3.4K <0.01% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130 shares; 2024Q2: 131 shares; 2024Q3: 116 shares; 2024Q4: 129 shares; 2025Q1: 123 shares; 2025Q2: 126 shares 126 $3.38K <0.01% +3 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341 shares; 2025Q2: 131 shares 131 $3.37K <0.01% -210 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 147 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 131 shares; 2025Q1: 128 shares; 2025Q2: 120 shares 120 $3.36K <0.01% -8 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,786 shares; 2024Q2: 5,086 shares; 2024Q3: 466 shares; 2024Q4: 525 shares; 2025Q1: 523 shares; 2025Q2: 101 shares 101 $3.33K <0.01% -422 Timeline TRUE TRUECAR INC More: the full row for TRUECAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,728 shares; 2024Q2: 1,728 shares; 2024Q3: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares 1,728 $3.28K <0.01% 0 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 316 shares; 2024Q2: 316 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 695 shares 695 $3.27K <0.01% new Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,398 shares; 2024Q2: 2,218 shares; 2024Q3: 2,413 shares; 2024Q4: 2,056 shares; 2025Q1: 2,388 shares; 2025Q2: 2,721 shares 2,721 $3.27K <0.01% +333 Timeline PRO PROS Holdings Inc More: the full row for PROS Holdings Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 227,459 shares; 2024Q2: 227,075 shares; 2024Q3: 431 shares; 2024Q4: 1,571 shares; 2025Q1: 1,504 shares; 2025Q2: 208 shares 208 $3.26K <0.01% -1,296 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 32 shares 32 $3.25K <0.01% -3 Timeline RAIL FREIGHTCAR AMER INC More: the full row for FREIGHTCAR AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 210 shares; 2025Q2: 372 shares 372 $3.21K <0.01% +162 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares 48 $3.2K <0.01% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 666 shares 666 $3.18K <0.01% new Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares 26 $3.15K <0.01% 0 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126 shares; 2024Q2: 122 shares; 2024Q3: 122 shares; 2024Q4: 55 shares; 2025Q1: 117 shares; 2025Q2: 100 shares 100 $3.15K <0.01% -17 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,395 shares; 2024Q2: 3,223 shares; 2024Q3: 3,335 shares; 2024Q4: 2,522 shares; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares 2,522 $3.13K <0.01% 0 Timeline LNSR LENSAR INC More: the full row for LENSAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 572 shares; 2024Q2: 572 shares; 2024Q3: 693 shares; 2024Q4: 121 shares; 2025Q1: 233 shares; 2025Q2: 233 shares 233 $3.07K <0.01% 0 Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 74 shares 74 $3.07K <0.01% 0 Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38,463 shares; 2024Q2: 34,860 shares; 2024Q3: 35,012 shares; 2024Q4: 62,299 shares; 2025Q1: 47,427 shares; 2025Q2: 2,017 shares 2,017 $3.07K <0.01% -45,410 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,023 shares; 2024Q2: 1,613 shares; 2024Q3: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 850 shares 850 $3.04K <0.01% -173 Timeline EHAB ENHABIT INC More: the full row for ENHABIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,073 shares; 2024Q2: 18,705 shares; 2024Q3: 297 shares; 2024Q4: 228 shares; 2025Q1: 349 shares; 2025Q2: 315 shares 315 $3.03K <0.01% -34 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 131 shares; 2024Q2: 131 shares; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares 131 $3.01K <0.01% 0 GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: not reported; 2024Q3: 2,755 shares; 2024Q4: 1,509 shares; 2025Q1: 2,994 shares; 2025Q2: 2,099 shares 2,099 $2.96K <0.01% -895 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 535 shares; 2024Q2: 534 shares; 2024Q3: 534 shares; 2024Q4: 725 shares; 2025Q1: 268 shares; 2025Q2: 226 shares 226 $2.94K <0.01% -42 Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 124 shares 124 $2.92K <0.01% +113 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 309 shares; 2024Q2: 371 shares; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 156 shares; 2025Q2: 121 shares 121 $2.92K <0.01% -35 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 244 shares; 2024Q2: 242 shares; 2024Q3: 242 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 30 shares 30 $2.85K <0.01% -6 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,914 shares; 2024Q2: 1,914 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares 47 $2.82K <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 221 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 119 shares; 2025Q1: 732 shares; 2025Q2: 807 shares 807 $2.82K <0.01% +75 Timeline ANGO ANGIODYNAMICS INC More: the full row for ANGIODYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 258 shares; 2024Q2: 345 shares; 2024Q3: 345 shares; 2024Q4: 383 shares; 2025Q1: 358 shares; 2025Q2: 283 shares 283 $2.81K <0.01% -75 Timeline ENTA ENANTA PHARMACEUTICALS INC More: the full row for ENANTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 333 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 367 shares 367 $2.77K <0.01% -583 Timeline Rithm Property Trust Inc Rithm Property Trust Inc More: the full row for Rithm Property Trust Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares 1,025 $2.77K <0.01% 0 WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 92 shares; 2024Q2: 92 shares; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 83 shares 83 $2.75K <0.01% -9 Timeline CBLL CERIBELL INC More: the full row for CERIBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 146 shares 146 $2.73K <0.01% 0 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 66 shares 66 $2.71K <0.01% -6 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,633 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares 500 $2.69K <0.01% -300 Timeline INGM INGRAM MICRO HLDG CORP More: the full row for INGRAM MICRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares 129 $2.69K <0.01% new Timeline KLC KINDERCARE LEARNING COMPANIE More: the full row for KINDERCARE LEARNING COMPANIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 223 shares; 2025Q1: 266 shares; 2025Q2: 266 shares 266 $2.69K <0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,985 shares 2,985 $2.65K <0.01% new Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 148 shares 148 $2.65K <0.01% -16 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,528 shares; 2024Q2: 3,643 shares; 2024Q3: 4,775 shares; 2024Q4: 6,164 shares; 2025Q1: 794 shares; 2025Q2: 380 shares 380 $2.64K <0.01% -414 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares 54 $2.64K <0.01% 0 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 64,358 shares; 2024Q2: 61,008 shares; 2024Q3: 53,758 shares; 2024Q4: 6,144 shares; 2025Q1: 5,650 shares; 2025Q2: 234 shares 234 $2.63K <0.01% -5,416 Timeline DHIL DIAMOND HILL INVT GROUP INC More: the full row for DIAMOND HILL INVT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares 18 $2.62K <0.01% 0 Timeline VIMEO INC VIMEO INC More: the full row for VIMEO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 646 shares; 2024Q2: 646 shares; 2024Q3: 605 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares 646 $2.61K <0.01% 0 EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 717 shares 717 $2.59K <0.01% +383 Timeline GDOT GREEN DOT CORP More: the full row for GREEN DOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,327 shares; 2024Q2: 17,721 shares; 2024Q3: 19,706 shares; 2024Q4: 18,940 shares; 2025Q1: 240 shares; 2025Q2: 240 shares 240 $2.59K <0.01% 0 Timeline EWK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares 117 $2.58K <0.01% new Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 62 shares 62 $2.57K <0.01% -6 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 79 shares; 2025Q1: 98 shares; 2025Q2: 105 shares 105 $2.56K <0.01% +7 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares 67 $2.55K <0.01% 0 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4 shares; 2024Q2: 92 shares; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares 92 $2.5K <0.01% 0 Timeline PRTH PRIORITY TECHNOLOGY HLDGS IN More: the full row for PRIORITY TECHNOLOGY HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares 317 $2.47K <0.01% new Timeline SNFCA SECURITY NATL FINL CORP More: the full row for SECURITY NATL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 274 shares; 2024Q2: 274 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 250 shares 250 $2.46K <0.01% -24 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares 274 $2.46K <0.01% new Timeline PIONEER HIGH INCOME FUND INC PIONEER HIGH INCOME FUND INC More: the full row for PIONEER HIGH INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $2.43K <0.01% 0 CDXS CODEXIS INC More: the full row for CODEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 972 shares; 2024Q2: 972 shares; 2024Q3: 972 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 972 shares 972 $2.37K <0.01% 0 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 312 shares; 2024Q2: 312 shares; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 379 shares 379 $2.3K <0.01% -31 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares 37 $2.3K <0.01% new Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 664 shares; 2025Q2: 664 shares 664 $2.3K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 258 shares 258 $2.29K <0.01% -92 Timeline ENTERPRISE BANCORP INC MASS… ENTERPRISE BANCORP INC MASS COM More: the full row for ENTERPRISE BANCORP INC MASS COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89 shares; 2024Q2: 89 shares; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 57 shares 57 $2.26K <0.01% -32 IGLD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104 shares; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares 104 $2.26K <0.01% 0 Timeline HURC HURCO CO More: the full row for HURCO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 373 shares; 2024Q2: 373 shares; 2024Q3: 452 shares; 2024Q4: 64 shares; 2025Q1: 119 shares; 2025Q2: 119 shares 119 $2.25K <0.01% 0 Timeline SEPN SEPTERNA INC More: the full row for SEPTERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares 212 $2.24K <0.01% new Timeline STHO STAR HLDGS More: the full row for STAR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 857 shares; 2024Q2: 857 shares; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 138 shares; 2025Q2: 287 shares 287 $2.24K <0.01% +149 Timeline KIDS ORTHOPEDIATRICS CORP More: the full row for ORTHOPEDIATRICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 85 shares; 2024Q2: 103 shares; 2024Q3: 146 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 104 shares 104 $2.23K <0.01% +17 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 231 shares; 2024Q3: 231 shares; 2024Q4: 186 shares; 2025Q1: 124 shares; 2025Q2: 124 shares 124 $2.21K <0.01% 0 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,196 shares; 2024Q3: 120 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares 281 $2.2K <0.01% 0 Timeline AIRT AIR T INC More: the full row for AIR T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $2.2K <0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 238 shares 238 $2.17K <0.01% 0 Timeline ARAY ACCURAY INC DEL More: the full row for ACCURAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,259 shares; 2024Q2: 1,917 shares; 2024Q3: 1,982 shares; 2024Q4: 2,021 shares; 2025Q1: 1,967 shares; 2025Q2: 1,584 shares 1,584 $2.17K <0.01% -383 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155 shares; 2024Q2: 265 shares; 2024Q3: 6,265 shares; 2024Q4: 6,265 shares; 2025Q1: 6,334 shares; 2025Q2: 501 shares 501 $2.16K <0.01% -5,833 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 754 shares; 2024Q2: 204 shares; 2024Q3: 204 shares; 2024Q4: 108 shares; 2025Q1: 5 shares; 2025Q2: 41 shares 41 $2.15K <0.01% +36 Timeline