TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,280 shares; 2024Q4: 33,903 shares; 2025Q1: 25,810 shares; 2025Q2: 25,295 shares; 2025Q3: 24,584 shares; 2025Q4: 23,304 shares 23,304 $616K <0.01% -1,280 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,305 shares; 2024Q4: 36,179 shares; 2025Q1: 34,248 shares; 2025Q2: 22,282 shares; 2025Q3: 22,182 shares; 2025Q4: 28,277 shares 28,277 $615K <0.01% +6,095 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,747 shares; 2024Q4: 74,587 shares; 2025Q1: 89,991 shares; 2025Q2: 88,805 shares; 2025Q3: 85,913 shares; 2025Q4: 84,061 shares 84,061 $614K <0.01% -1,852 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,908 shares; 2024Q4: 12,889 shares; 2025Q1: 17,477 shares; 2025Q2: 16,109 shares; 2025Q3: 16,205 shares; 2025Q4: 15,600 shares 15,600 $614K <0.01% -605 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,174 shares; 2024Q4: 49,146 shares; 2025Q1: 51,124 shares; 2025Q2: 53,709 shares; 2025Q3: 53,038 shares; 2025Q4: 49,360 shares 49,360 $614K <0.01% -3,678 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,696 shares 13,696 $613K <0.01% new Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,060 shares; 2025Q3: 17,254 shares; 2025Q4: 43,561 shares 43,561 $612K <0.01% +26,307 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,045 shares; 2024Q4: 53,997 shares; 2025Q1: 56,633 shares; 2025Q2: 57,758 shares; 2025Q3: 71,046 shares; 2025Q4: 54,348 shares 54,348 $612K <0.01% -16,698 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,817 shares; 2024Q4: 44,659 shares; 2025Q1: 46,606 shares; 2025Q2: 48,070 shares; 2025Q3: 48,998 shares; 2025Q4: 49,895 shares 49,895 $612K <0.01% +897 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,115 shares; 2024Q4: 31,128 shares; 2025Q1: 38,686 shares; 2025Q2: 35,089 shares; 2025Q3: 38,326 shares; 2025Q4: 32,870 shares 32,870 $611K <0.01% -5,456 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,352 shares; 2024Q4: 9,315 shares; 2025Q1: 9,573 shares; 2025Q2: 9,058 shares; 2025Q3: 6,851 shares; 2025Q4: 6,829 shares 6,829 $611K <0.01% -22 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,125 shares; 2024Q4: 41,448 shares; 2025Q1: 38,256 shares; 2025Q2: 39,020 shares; 2025Q3: 40,398 shares; 2025Q4: 39,793 shares 39,793 $610K <0.01% -605 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,077 shares; 2024Q4: 11,087 shares; 2025Q1: 12,526 shares; 2025Q2: 11,834 shares; 2025Q3: 11,554 shares; 2025Q4: 11,457 shares 11,457 $609K <0.01% -97 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,114 shares; 2024Q4: 56,679 shares; 2025Q1: 53,903 shares; 2025Q2: 58,497 shares; 2025Q3: 20,143 shares; 2025Q4: 19,879 shares 19,879 $609K <0.01% -264 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,830 shares; 2024Q4: 37,661 shares; 2025Q1: 26,622 shares; 2025Q2: 7,846 shares; 2025Q3: 7,001 shares; 2025Q4: 6,830 shares 6,830 $608K <0.01% -171 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195,380 shares; 2025Q1: 185,792 shares; 2025Q2: 154,330 shares; 2025Q3: 131,375 shares; 2025Q4: 17,129 shares 17,129 $608K <0.01% -114,246 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,776 shares; 2025Q1: 4,476 shares; 2025Q2: 4,591 shares; 2025Q3: 4,682 shares; 2025Q4: 5,548 shares 5,548 $608K <0.01% +866 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,024 shares; 2024Q4: 23,024 shares; 2025Q1: 24,843 shares; 2025Q2: 19,647 shares; 2025Q3: 19,623 shares; 2025Q4: 19,634 shares 19,634 $607K <0.01% +11 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 16,046 shares; 2025Q1: 16,895 shares; 2025Q2: 19,719 shares; 2025Q3: 19,112 shares; 2025Q4: 16,047 shares 16,047 $606K <0.01% -3,065 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,191 shares; 2024Q4: 3,077 shares; 2025Q1: 3,640 shares; 2025Q2: 3,043 shares; 2025Q3: 2,407 shares; 2025Q4: 3,075 shares 3,075 $605K <0.01% +668 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 1,494 shares; 2025Q1: 1,857 shares; 2025Q2: 1,953 shares; 2025Q3: 3,442 shares; 2025Q4: 2,773 shares 2,773 $604K <0.01% -669 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,948 shares; 2024Q4: 10,905 shares; 2025Q1: 9,697 shares; 2025Q2: 9,768 shares; 2025Q3: 9,430 shares; 2025Q4: 8,771 shares 8,771 $603K <0.01% -659 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,169 shares; 2025Q3: 22,526 shares; 2025Q4: 24,512 shares 24,512 $603K <0.01% +1,986 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,638 shares; 2024Q4: 11,608 shares; 2025Q1: 46,514 shares; 2025Q2: 51,155 shares; 2025Q3: 49,993 shares; 2025Q4: 8,761 shares 8,761 $601K <0.01% -41,232 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,127 shares; 2025Q4: 40,662 shares 40,662 $600K <0.01% +13,535 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,660 shares 29,660 $600K <0.01% new Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 29,084 shares; 2025Q1: 28,670 shares; 2025Q2: 15,877 shares; 2025Q3: 15,552 shares; 2025Q4: 17,045 shares 17,045 $599K <0.01% +1,493 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,373 shares; 2025Q1: 46,291 shares; 2025Q2: 55,044 shares; 2025Q3: 43,572 shares; 2025Q4: 18,960 shares 18,960 $598K <0.01% -24,612 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,793 shares; 2024Q4: 8,812 shares; 2025Q1: 8,308 shares; 2025Q2: 8,382 shares; 2025Q3: 9,418 shares; 2025Q4: 4,126 shares 4,126 $598K <0.01% -5,292 Timeline QSIX PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,275 shares; 2025Q2: 12,363 shares; 2025Q3: 16,435 shares; 2025Q4: 15,932 shares 15,932 $597K <0.01% -503 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,465 shares; 2024Q4: 26,533 shares; 2025Q1: 25,880 shares; 2025Q2: 23,055 shares; 2025Q3: 25,221 shares; 2025Q4: 24,521 shares 24,521 $597K <0.01% -700 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,141 shares; 2024Q4: 75,169 shares; 2025Q1: 75,396 shares; 2025Q2: 82,345 shares; 2025Q3: 84,618 shares; 2025Q4: 11,768 shares 11,768 $596K <0.01% -72,850 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 16,287 shares; 2025Q1: 15,565 shares; 2025Q2: 15,748 shares; 2025Q3: 15,447 shares; 2025Q4: 87,895 shares 87,895 $596K <0.01% +72,448 Timeline XAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,125 shares; 2024Q4: 35,590 shares; 2025Q1: 33,163 shares; 2025Q2: 16,815 shares; 2025Q3: 16,207 shares; 2025Q4: 15,912 shares 15,912 $596K <0.01% -295 Timeline QTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,426 shares; 2024Q4: 14,573 shares; 2025Q1: 16,445 shares; 2025Q2: 15,110 shares; 2025Q3: 15,482 shares; 2025Q4: 17,412 shares 17,412 $595K <0.01% +1,930 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,187 shares; 2024Q4: 32,329 shares; 2025Q1: 31,925 shares; 2025Q2: 31,221 shares; 2025Q3: 26,390 shares; 2025Q4: 23,102 shares 23,102 $595K <0.01% -3,288 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,382 shares; 2024Q4: 41,860 shares; 2025Q1: 44,644 shares; 2025Q2: 17,290 shares; 2025Q3: 22,533 shares; 2025Q4: 24,584 shares 24,584 $595K <0.01% +2,051 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,846 shares; 2024Q4: 12,228 shares; 2025Q1: 11,918 shares; 2025Q2: 12,893 shares; 2025Q3: 13,161 shares; 2025Q4: 13,729 shares 13,729 $595K <0.01% +568 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,715 shares; 2025Q2: 8,415 shares; 2025Q3: 8,004 shares; 2025Q4: 8,418 shares 8,418 $595K <0.01% +414 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,998 shares; 2024Q4: 31,078 shares; 2025Q1: 40,992 shares; 2025Q2: 30,537 shares; 2025Q3: 43,336 shares; 2025Q4: 48,273 shares 48,273 $594K <0.01% +4,937 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,580 shares; 2024Q4: 26,631 shares; 2025Q1: 30,014 shares; 2025Q2: 15,219 shares; 2025Q3: 23,289 shares; 2025Q4: 25,586 shares 25,586 $593K <0.01% +2,297 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,830 shares; 2024Q4: 23,840 shares; 2025Q1: 21,194 shares; 2025Q2: 20,173 shares; 2025Q3: 19,552 shares; 2025Q4: 18,515 shares 18,515 $593K <0.01% -1,037 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,855 shares; 2024Q4: 154,105 shares; 2025Q1: 154,375 shares; 2025Q2: 151,255 shares; 2025Q3: 156,955 shares; 2025Q4: 155,768 shares 155,768 $592K <0.01% -1,187 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,351 shares; 2024Q4: 5,351 shares; 2025Q1: 5,660 shares; 2025Q2: 5,012 shares; 2025Q3: 4,964 shares; 2025Q4: 4,848 shares 4,848 $591K <0.01% -116 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,869 shares; 2024Q4: 133,591 shares; 2025Q1: 114,899 shares; 2025Q2: 98,605 shares; 2025Q3: 94,514 shares; 2025Q4: 92,777 shares 92,777 $591K <0.01% -1,737 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,403 shares; 2024Q4: 17,751 shares; 2025Q1: 17,963 shares; 2025Q2: 18,279 shares; 2025Q3: 22,562 shares; 2025Q4: 23,680 shares 23,680 $590K <0.01% +1,118 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 16,679 shares; 2025Q1: 19,129 shares; 2025Q2: 19,256 shares; 2025Q3: 17,515 shares; 2025Q4: 15,284 shares 15,284 $590K <0.01% -2,231 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,125 shares; 2025Q2: 67,109 shares; 2025Q3: 6,097 shares; 2025Q4: 6,336 shares 6,336 $589K <0.01% +239 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 1,364 shares; 2025Q1: not reported; 2025Q2: 3,794 shares; 2025Q3: 4,054 shares; 2025Q4: 4,200 shares 4,200 $589K <0.01% +146 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,238 shares; 2024Q4: 9,515 shares; 2025Q1: 9,271 shares; 2025Q2: 8,927 shares; 2025Q3: 10,793 shares; 2025Q4: 11,331 shares 11,331 $589K <0.01% +538 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,264 shares; 2024Q4: 53,940 shares; 2025Q1: 54,191 shares; 2025Q2: 50,606 shares; 2025Q3: 47,757 shares; 2025Q4: 53,871 shares 53,871 $588K <0.01% +6,114 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 15,660 shares; 2025Q1: 28,913 shares; 2025Q2: 21,162 shares; 2025Q3: 15,032 shares; 2025Q4: 13,807 shares 13,807 $587K <0.01% -1,225 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,526 shares; 2025Q2: 26,525 shares; 2025Q3: 26,775 shares; 2025Q4: 27,606 shares 27,606 $587K <0.01% +831 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,729 shares; 2025Q2: 31,419 shares; 2025Q3: 22,923 shares; 2025Q4: 22,923 shares 22,923 $587K <0.01% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,783 shares; 2024Q4: 50,517 shares; 2025Q1: 53,119 shares; 2025Q2: 56,076 shares; 2025Q3: 33,007 shares; 2025Q4: 38,248 shares 38,248 $585K <0.01% +5,241 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,034 shares; 2024Q4: 22,309 shares; 2025Q1: 20,657 shares; 2025Q2: 20,806 shares; 2025Q3: 20,840 shares; 2025Q4: 22,422 shares 22,422 $585K <0.01% +1,582 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,685 shares; 2024Q4: 10,148 shares; 2025Q1: 9,855 shares; 2025Q2: 18,210 shares; 2025Q3: 21,164 shares; 2025Q4: 23,463 shares 23,463 $584K <0.01% +2,299 HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,993 shares; 2025Q4: 59,019 shares 59,019 $584K <0.01% +31,026 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,554 shares; 2024Q4: 33,884 shares; 2025Q1: 32,404 shares; 2025Q2: 30,679 shares; 2025Q3: 29,217 shares; 2025Q4: 21,501 shares 21,501 $583K <0.01% -7,716 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,450 shares; 2025Q1: 6,637 shares; 2025Q2: 6,911 shares; 2025Q3: 6,657 shares; 2025Q4: 7,072 shares 7,072 $580K <0.01% +415 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,177 shares; 2024Q4: 6,948 shares; 2025Q1: 8,008 shares; 2025Q2: 7,942 shares; 2025Q3: 7,908 shares; 2025Q4: 7,768 shares 7,768 $577K <0.01% -140 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,367 shares; 2024Q4: 29,473 shares; 2025Q1: 28,510 shares; 2025Q2: 29,041 shares; 2025Q3: 29,115 shares; 2025Q4: 28,076 shares 28,076 $576K <0.01% -1,039 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,005 shares; 2024Q4: 29,402 shares; 2025Q1: 30,138 shares; 2025Q2: 29,891 shares; 2025Q3: 32,089 shares; 2025Q4: 5,305 shares 5,305 $575K <0.01% -26,784 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 1,352 shares; 2025Q1: 2,205 shares; 2025Q2: 2,298 shares; 2025Q3: 2,332 shares; 2025Q4: 2,279 shares 2,279 $575K <0.01% -53 Timeline FBDC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,112 shares; 2025Q4: 29,653 shares 29,653 $575K <0.01% -4,459 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,178 shares; 2024Q4: 9,554 shares; 2025Q1: 7,782 shares; 2025Q2: 7,561 shares; 2025Q3: 7,403 shares; 2025Q4: 7,108 shares 7,108 $574K <0.01% -295 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,926 shares; 2024Q4: 17,684 shares; 2025Q1: 16,043 shares; 2025Q2: 16,988 shares; 2025Q3: 14,766 shares; 2025Q4: 14,836 shares 14,836 $574K <0.01% +70 Timeline FEBP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,615 shares; 2025Q2: 16,320 shares; 2025Q3: 15,248 shares; 2025Q4: 17,987 shares 17,987 $573K <0.01% +2,739 Timeline DVLU FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,520 shares; 2024Q4: 213,762 shares; 2025Q1: 211,868 shares; 2025Q2: 210,099 shares; 2025Q3: 8,203 shares; 2025Q4: 15,968 shares 15,968 $571K <0.01% +7,765 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,001 shares; 2025Q1: 10,177 shares; 2025Q2: 17,103 shares; 2025Q3: 13,267 shares; 2025Q4: 14,593 shares 14,593 $571K <0.01% +1,326 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,435 shares; 2025Q3: 7,759 shares; 2025Q4: 8,924 shares 8,924 $570K <0.01% +1,165 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,546 shares; 2024Q4: 69,331 shares; 2025Q1: 60,968 shares; 2025Q2: 54,622 shares; 2025Q3: 50,420 shares; 2025Q4: 29,728 shares 29,728 $569K <0.01% -20,692 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,983 shares; 2024Q4: 45,105 shares; 2025Q1: 47,325 shares; 2025Q2: 49,340 shares; 2025Q3: 35,536 shares; 2025Q4: 25,824 shares 25,824 $569K <0.01% -9,712 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,209 shares; 2025Q1: 7,409 shares; 2025Q2: 5,013 shares; 2025Q3: 7,478 shares; 2025Q4: 11,498 shares 11,498 $569K <0.01% +4,020 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,333 shares; 2025Q2: not reported; 2025Q3: 3,973 shares; 2025Q4: 4,576 shares 4,576 $568K <0.01% +603 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 5,282 shares; 2025Q1: 8,427 shares; 2025Q2: 5,816 shares; 2025Q3: 6,572 shares; 2025Q4: 3,078 shares 3,078 $568K <0.01% -3,494 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,392 shares; 2024Q4: 48,738 shares; 2025Q1: 48,997 shares; 2025Q2: 50,095 shares; 2025Q3: 25,677 shares; 2025Q4: 25,720 shares 25,720 $566K <0.01% +43 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 5,421 shares; 2025Q1: 5,633 shares; 2025Q2: 3,557 shares; 2025Q3: 4,698 shares; 2025Q4: 3,777 shares 3,777 $566K <0.01% -921 Timeline XAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,407 shares; 2024Q4: 12,683 shares; 2025Q1: 10,886 shares; 2025Q2: 24,038 shares; 2025Q3: 15,514 shares; 2025Q4: 15,514 shares 15,514 $565K <0.01% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 5,627 shares; 2025Q1: 6,054 shares; 2025Q2: 6,217 shares; 2025Q3: 6,158 shares; 2025Q4: 6,273 shares 6,273 $564K <0.01% +115 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 12,620 shares; 2025Q1: 13,868 shares; 2025Q2: 13,866 shares; 2025Q3: 12,255 shares; 2025Q4: 23,664 shares 23,664 $564K <0.01% +11,409 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 283 shares; 2025Q1: 310 shares; 2025Q2: 324 shares; 2025Q3: 300 shares; 2025Q4: 271 shares 271 $563K <0.01% -29 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,657 shares; 2024Q4: 11,870 shares; 2025Q1: 11,804 shares; 2025Q2: 8,781 shares; 2025Q3: 13,170 shares; 2025Q4: 12,806 shares 12,806 $563K <0.01% -364 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,029 shares; 2025Q1: 27,669 shares; 2025Q2: 28,802 shares; 2025Q3: 42,778 shares; 2025Q4: 34,116 shares 34,116 $562K <0.01% -8,662 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,435 shares 22,435 $561K <0.01% new Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,949 shares; 2024Q4: 24,839 shares; 2025Q1: 27,839 shares; 2025Q2: 28,609 shares; 2025Q3: 26,612 shares; 2025Q4: 35,193 shares 35,193 $561K <0.01% +8,581 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 4,232 shares; 2025Q1: 5,002 shares; 2025Q2: 4,181 shares; 2025Q3: 4,321 shares; 2025Q4: 5,439 shares 5,439 $560K <0.01% +1,118 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,775 shares; 2024Q4: 19,588 shares; 2025Q1: 35,176 shares; 2025Q2: 33,686 shares; 2025Q3: 29,574 shares; 2025Q4: 25,754 shares 25,754 $559K <0.01% -3,820 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 40,186 shares; 2025Q1: 42,278 shares; 2025Q2: 49,820 shares; 2025Q3: 44,477 shares; 2025Q4: 54,428 shares 54,428 $558K <0.01% +9,951 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,910 shares; 2025Q1: 10,001 shares; 2025Q2: 6,613 shares; 2025Q3: 6,553 shares; 2025Q4: 6,485 shares 6,485 $558K <0.01% -68 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,032 shares; 2025Q1: 3,882 shares; 2025Q2: 3,925 shares; 2025Q3: 3,081 shares; 2025Q4: 3,310 shares 3,310 $557K <0.01% +229 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 5,265 shares; 2025Q1: 3,529 shares; 2025Q2: 4,763 shares; 2025Q3: 4,891 shares; 2025Q4: 5,239 shares 5,239 $557K <0.01% +348 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,512 shares; 2024Q4: 68,225 shares; 2025Q1: 66,292 shares; 2025Q2: 65,667 shares; 2025Q3: 9,498 shares; 2025Q4: 8,938 shares 8,938 $557K <0.01% -560 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,894 shares; 2024Q4: 23,794 shares; 2025Q1: 25,897 shares; 2025Q2: 27,135 shares; 2025Q3: 24,651 shares; 2025Q4: 24,599 shares 24,599 $556K <0.01% -52 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,359 shares; 2024Q4: 437,235 shares; 2025Q1: 49,529 shares; 2025Q2: 45,529 shares; 2025Q3: 14,369 shares; 2025Q4: 11,020 shares 11,020 $556K <0.01% -3,349 Timeline RRGB RED ROBIN GOURMET BURGERS IN More: the full row for RED ROBIN GOURMET BURGERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,265 shares; 2024Q4: 71,032 shares; 2025Q1: 87,114 shares; 2025Q2: 111,621 shares; 2025Q3: 117,990 shares; 2025Q4: 137,081 shares 137,081 $555K <0.01% +19,091 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,701 shares; 2025Q2: 28,474 shares; 2025Q3: 28,899 shares; 2025Q4: 25,413 shares 25,413 $555K <0.01% -3,486 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,837 shares; 2024Q4: 24,265 shares; 2025Q1: 29,547 shares; 2025Q2: 27,999 shares; 2025Q3: 26,231 shares; 2025Q4: 23,717 shares 23,717 $554K <0.01% -2,514 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,169 shares; 2024Q4: 10,771 shares; 2025Q1: 13,442 shares; 2025Q2: 16,836 shares; 2025Q3: 18,963 shares; 2025Q4: 11,650 shares 11,650 $554K <0.01% -7,313 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,198 shares; 2024Q4: 27,822 shares; 2025Q1: 21,824 shares; 2025Q2: 11,953 shares; 2025Q3: 11,543 shares; 2025Q4: 14,106 shares 14,106 $554K <0.01% +2,563 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,889 shares; 2024Q4: 7,350 shares; 2025Q1: 8,977 shares; 2025Q2: 10,177 shares; 2025Q3: 4,914 shares; 2025Q4: 5,029 shares 5,029 $554K <0.01% +115 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,560 shares; 2024Q4: 20,560 shares; 2025Q1: 20,560 shares; 2025Q2: 19,543 shares; 2025Q3: 20,483 shares; 2025Q4: 20,483 shares 20,483 $554K <0.01% 0 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,622 shares; 2025Q1: 13,706 shares; 2025Q2: 19,470 shares; 2025Q3: 24,725 shares; 2025Q4: 21,450 shares 21,450 $553K <0.01% -3,275 Timeline GSIT GSI TECHNOLOGY INC More: the full row for GSI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,170 shares; 2024Q4: 58,156 shares; 2025Q1: 58,556 shares; 2025Q2: 57,054 shares; 2025Q3: 55,854 shares; 2025Q4: 88,934 shares 88,934 $552K <0.01% +33,080 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,130 shares; 2024Q4: 64,272 shares; 2025Q1: 63,474 shares; 2025Q2: 57,032 shares; 2025Q3: 45,937 shares; 2025Q4: 28,491 shares 28,491 $552K <0.01% -17,446 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,944 shares; 2025Q4: 6,079 shares 6,079 $550K <0.01% +135 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,321 shares; 2025Q1: 1,397 shares; 2025Q2: 2,705 shares; 2025Q3: 2,354 shares; 2025Q4: 2,734 shares 2,734 $550K <0.01% +380 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,611 shares; 2024Q4: 133,936 shares; 2025Q1: 153,116 shares; 2025Q2: 218,595 shares; 2025Q3: 125,528 shares; 2025Q4: 103,660 shares 103,660 $549K <0.01% -21,868 Timeline BUZZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,038 shares; 2025Q4: 16,903 shares 16,903 $549K <0.01% -4,135 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,683 shares; 2024Q4: 39,807 shares; 2025Q1: 39,473 shares; 2025Q2: 35,250 shares; 2025Q3: 28,422 shares; 2025Q4: 24,089 shares 24,089 $549K <0.01% -4,333 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,380 shares; 2024Q4: 30,835 shares; 2025Q1: 23,304 shares; 2025Q2: 19,059 shares; 2025Q3: 16,530 shares; 2025Q4: 15,552 shares 15,552 $546K <0.01% -978 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 12,017 shares; 2025Q1: 14,532 shares; 2025Q2: 13,393 shares; 2025Q3: 10,172 shares; 2025Q4: 11,652 shares 11,652 $544K <0.01% +1,480 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,107 shares; 2025Q3: 9,633 shares; 2025Q4: 9,496 shares 9,496 $543K <0.01% -137 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,617 shares 31,617 $543K <0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,107 shares; 2024Q4: 11,104 shares; 2025Q1: 11,599 shares; 2025Q2: 11,375 shares; 2025Q3: 5,094 shares; 2025Q4: 5,107 shares 5,107 $542K <0.01% +13 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,457 shares; 2024Q4: 11,788 shares; 2025Q1: 11,709 shares; 2025Q2: 12,138 shares; 2025Q3: 11,790 shares; 2025Q4: 9,912 shares 9,912 $542K <0.01% -1,878 Timeline EFAS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,090 shares; 2025Q4: 27,916 shares 27,916 $542K <0.01% -4,174 Timeline APGE APOGEE THERAPEUTICS INC More: the full row for APOGEE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,906 shares; 2025Q1: 6,502 shares; 2025Q2: 6,900 shares; 2025Q3: 6,999 shares; 2025Q4: 7,151 shares 7,151 $540K <0.01% +152 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,654 shares 18,654 $540K <0.01% new Timeline LGCF THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,818 shares 15,818 $539K <0.01% new Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,974 shares; 2025Q4: 12,577 shares 12,577 $539K <0.01% +6,603 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,745 shares; 2024Q4: 16,979 shares; 2025Q1: 12,111 shares; 2025Q2: 12,994 shares; 2025Q3: 15,585 shares; 2025Q4: 18,030 shares 18,030 $538K <0.01% +2,445 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,833 shares; 2024Q4: 97,290 shares; 2025Q1: 88,378 shares; 2025Q2: 85,323 shares; 2025Q3: 28,062 shares; 2025Q4: 41,621 shares 41,621 $536K <0.01% +13,559 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,963 shares; 2024Q4: 14,055 shares; 2025Q1: 14,778 shares; 2025Q2: 14,798 shares; 2025Q3: 13,200 shares; 2025Q4: 11,452 shares 11,452 $535K <0.01% -1,748 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,352 shares; 2024Q4: 15,755 shares; 2025Q1: 15,858 shares; 2025Q2: 18,988 shares; 2025Q3: 9,890 shares; 2025Q4: 8,500 shares 8,500 $535K <0.01% -1,390 Timeline FEMS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,145 shares; 2024Q4: 36,994 shares; 2025Q1: 24,962 shares; 2025Q2: 16,334 shares; 2025Q3: 13,239 shares; 2025Q4: 12,712 shares 12,712 $535K <0.01% -527 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,061 shares; 2024Q4: 297,710 shares; 2025Q1: 289,569 shares; 2025Q2: 280,646 shares; 2025Q3: 317,395 shares; 2025Q4: 271,463 shares 271,463 $535K <0.01% -45,932 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 16,345 shares; 2025Q1: 16,128 shares; 2025Q2: 21,308 shares; 2025Q3: 20,406 shares; 2025Q4: 14,274 shares 14,274 $533K <0.01% -6,132 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,098 shares; 2024Q4: 34,245 shares; 2025Q1: 33,381 shares; 2025Q2: 32,119 shares; 2025Q3: 31,031 shares; 2025Q4: 19,590 shares 19,590 $533K <0.01% -11,441 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,011 shares; 2024Q4: 26,277 shares; 2025Q1: 27,531 shares; 2025Q2: 18,795 shares; 2025Q3: 13,249 shares; 2025Q4: 13,827 shares 13,827 $533K <0.01% +578 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,832 shares; 2024Q4: 44,875 shares; 2025Q1: 41,776 shares; 2025Q2: 41,676 shares; 2025Q3: 39,246 shares; 2025Q4: 34,894 shares 34,894 $532K <0.01% -4,352 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,842 shares; 2024Q4: 69,828 shares; 2025Q1: 62,628 shares; 2025Q2: 62,278 shares; 2025Q3: 57,878 shares; 2025Q4: 62,978 shares 62,978 $532K <0.01% +5,100 Timeline FMNY FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,473 shares; 2025Q3: 14,376 shares; 2025Q4: 19,891 shares 19,891 $531K <0.01% +5,515 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,959 shares; 2024Q4: 13,485 shares; 2025Q1: 14,584 shares; 2025Q2: 14,139 shares; 2025Q3: 12,445 shares; 2025Q4: 23,245 shares 23,245 $531K <0.01% +10,800 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,032 shares 15,032 $529K <0.01% new Timeline TAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,684 shares; 2025Q3: 20,443 shares; 2025Q4: 20,443 shares 20,443 $529K <0.01% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,117 shares; 2024Q4: 99,569 shares; 2025Q1: 54,431 shares; 2025Q2: 44,296 shares; 2025Q3: 28,342 shares; 2025Q4: 24,106 shares 24,106 $528K <0.01% -4,236 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,193 shares; 2024Q4: 7,691 shares; 2025Q1: 7,629 shares; 2025Q2: 8,520 shares; 2025Q3: 4,664 shares; 2025Q4: 5,129 shares 5,129 $528K <0.01% +465 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,187 shares; 2024Q4: 9,064 shares; 2025Q1: 6,668 shares; 2025Q2: 14,798 shares; 2025Q3: 17,848 shares; 2025Q4: 15,366 shares 15,366 $528K <0.01% -2,482 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,143 shares 13,143 $528K <0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 7,523 shares; 2025Q1: 8,782 shares; 2025Q2: 8,994 shares; 2025Q3: 4,145 shares; 2025Q4: 4,249 shares 4,249 $527K <0.01% +104 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,752 shares; 2024Q4: 7,998 shares; 2025Q1: 6,743 shares; 2025Q2: 6,754 shares; 2025Q3: 7,441 shares; 2025Q4: 7,438 shares 7,438 $527K <0.01% -3 Timeline MAYU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,667 shares; 2024Q4: 10,667 shares; 2025Q1: 10,667 shares; 2025Q2: 26,805 shares; 2025Q3: 19,865 shares; 2025Q4: 16,711 shares 16,711 $526K <0.01% -3,154 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,750 shares; 2024Q4: 128,041 shares; 2025Q1: 132,650 shares; 2025Q2: 182,622 shares; 2025Q3: 169,120 shares; 2025Q4: 117,764 shares 117,764 $526K <0.01% -51,356 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 8,305 shares; 2025Q1: 11,696 shares; 2025Q2: 12,366 shares; 2025Q3: 13,514 shares; 2025Q4: 13,647 shares 13,647 $526K <0.01% +133 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,594 shares; 2024Q4: 85,330 shares; 2025Q1: 84,743 shares; 2025Q2: 12,715 shares; 2025Q3: 9,873 shares; 2025Q4: 11,644 shares 11,644 $525K <0.01% +1,771 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,961 shares; 2024Q4: 75,574 shares; 2025Q1: 74,952 shares; 2025Q2: 73,566 shares; 2025Q3: 19,208 shares; 2025Q4: 18,245 shares 18,245 $523K <0.01% -963 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,299 shares; 2024Q4: 8,396 shares; 2025Q1: 8,629 shares; 2025Q2: 9,276 shares; 2025Q3: 10,111 shares; 2025Q4: 10,041 shares 10,041 $522K <0.01% -70 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,941 shares; 2025Q2: 25,471 shares; 2025Q3: 24,045 shares; 2025Q4: 30,485 shares 30,485 $522K <0.01% +6,440 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,644 shares; 2024Q4: 39,236 shares; 2025Q1: 38,523 shares; 2025Q2: 39,397 shares; 2025Q3: 62,739 shares; 2025Q4: 67,618 shares 67,618 $521K <0.01% +4,879 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,837 shares; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 8,078 shares; 2025Q4: 7,579 shares 7,579 $521K <0.01% -499 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,455 shares; 2025Q1: 5,725 shares; 2025Q2: 4,356 shares; 2025Q3: 3,104 shares; 2025Q4: 3,160 shares 3,160 $520K <0.01% +56 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,634 shares; 2025Q4: 32,502 shares 32,502 $518K <0.01% +18,868 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 8,365 shares; 2025Q1: 8,217 shares; 2025Q2: 8,172 shares; 2025Q3: 3,805 shares; 2025Q4: 4,867 shares 4,867 $517K <0.01% +1,062 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,680 shares; 2024Q4: 99,393 shares; 2025Q1: 98,012 shares; 2025Q2: 94,121 shares; 2025Q3: 89,002 shares; 2025Q4: 92,344 shares 92,344 $517K <0.01% +3,342 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,011 shares; 2024Q4: 11,844 shares; 2025Q1: 15,784 shares; 2025Q2: 16,056 shares; 2025Q3: 28,285 shares; 2025Q4: 6,750 shares 6,750 $516K <0.01% -21,535 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,216 shares; 2024Q4: 13,581 shares; 2025Q1: 13,872 shares; 2025Q2: 12,359 shares; 2025Q3: 10,583 shares; 2025Q4: 9,303 shares 9,303 $516K <0.01% -1,280 Timeline MVPA ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 13,535 shares; 2025Q1: 15,259 shares; 2025Q2: 15,459 shares; 2025Q3: 15,459 shares; 2025Q4: 15,540 shares 15,540 $516K <0.01% +81 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 9,796 shares; 2025Q1: 9,586 shares; 2025Q2: 9,695 shares; 2025Q3: 8,466 shares; 2025Q4: 10,376 shares 10,376 $516K <0.01% +1,910 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 10,620 shares; 2025Q1: 11,982 shares; 2025Q2: 10,733 shares; 2025Q3: 11,160 shares; 2025Q4: 10,294 shares 10,294 $515K <0.01% -866 Timeline CZWI CITIZENS CMNTY BANCORP INC M More: the full row for CITIZENS CMNTY BANCORP INC M Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,254 shares; 2024Q4: 21,254 shares; 2025Q1: 17,255 shares; 2025Q2: 17,255 shares; 2025Q3: 18,726 shares; 2025Q4: 28,880 shares 28,880 $515K <0.01% +10,154 Timeline DWUS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,354 shares; 2024Q4: 581,735 shares; 2025Q1: 553,362 shares; 2025Q2: 546,449 shares; 2025Q3: 9,096 shares; 2025Q4: 9,471 shares 9,471 $513K <0.01% +375 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,410 shares; 2024Q4: 50,772 shares; 2025Q1: 52,431 shares; 2025Q2: 31,556 shares; 2025Q3: 30,616 shares; 2025Q4: 30,940 shares 30,940 $513K <0.01% +324 Timeline SWZ TOTAL RETURN SECURITIES FUND More: the full row for TOTAL RETURN SECURITIES FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,876 shares; 2024Q4: 124,976 shares; 2025Q1: 124,828 shares; 2025Q2: 154,149 shares; 2025Q3: 122,794 shares; 2025Q4: 82,461 shares 82,461 $513K <0.01% -40,333 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,953 shares; 2025Q4: 35,011 shares 35,011 $513K <0.01% +2,058 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,729 shares; 2024Q4: 370,185 shares; 2025Q1: 363,926 shares; 2025Q2: 375,601 shares; 2025Q3: 377,965 shares; 2025Q4: 50,869 shares 50,869 $512K <0.01% -327,096 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 649 shares; 2025Q2: 1,067 shares; 2025Q3: 692 shares; 2025Q4: 608 shares 608 $511K <0.01% -84 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,960 shares; 2025Q4: 9,818 shares 9,818 $511K <0.01% +3,858 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,780 shares; 2024Q4: 11,391 shares; 2025Q1: 12,436 shares; 2025Q2: 12,470 shares; 2025Q3: 10,304 shares; 2025Q4: 10,519 shares 10,519 $510K <0.01% +215 Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,896 shares 58,896 $508K <0.01% new Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,821 shares; 2024Q4: 3,728 shares; 2025Q1: 4,488 shares; 2025Q2: 6,013 shares; 2025Q3: 6,974 shares; 2025Q4: 6,330 shares 6,330 $507K <0.01% -644 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 4,715 shares; 2025Q1: 7,681 shares; 2025Q2: 6,185 shares; 2025Q3: 5,988 shares; 2025Q4: 7,346 shares 7,346 $507K <0.01% +1,358 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,954 shares; 2025Q1: 6,390 shares; 2025Q2: 10,638 shares; 2025Q3: 11,052 shares; 2025Q4: 11,935 shares 11,935 $506K <0.01% +883 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,999 shares; 2024Q4: 86,528 shares; 2025Q1: 87,423 shares; 2025Q2: 99,664 shares; 2025Q3: 22,902 shares; 2025Q4: 19,815 shares 19,815 $506K <0.01% -3,087 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,108 shares; 2024Q4: 201,611 shares; 2025Q1: 213,760 shares; 2025Q2: 56,753 shares; 2025Q3: 82,934 shares; 2025Q4: 105,101 shares 105,101 $504K <0.01% +22,167 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,105 shares; 2024Q4: 29,310 shares; 2025Q1: 29,334 shares; 2025Q2: 26,235 shares; 2025Q3: 18,649 shares; 2025Q4: 19,402 shares 19,402 $503K <0.01% +753 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 5,906 shares; 2025Q1: 4,523 shares; 2025Q2: not reported; 2025Q3: 7,217 shares; 2025Q4: 7,123 shares 7,123 $502K <0.01% -94 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,572 shares; 2024Q4: 53,905 shares; 2025Q1: 61,738 shares; 2025Q2: 55,848 shares; 2025Q3: 57,008 shares; 2025Q4: 54,691 shares 54,691 $502K <0.01% -2,317 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,410 shares; 2024Q4: 192,574 shares; 2025Q1: 194,992 shares; 2025Q2: 58,199 shares; 2025Q3: 67,541 shares; 2025Q4: 8,129 shares 8,129 $502K <0.01% -59,412 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,110 shares; 2024Q4: 17,484 shares; 2025Q1: 16,446 shares; 2025Q2: 17,036 shares; 2025Q3: 12,825 shares; 2025Q4: 12,759 shares 12,759 $500K <0.01% -66 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,461 shares; 2025Q4: 18,907 shares 18,907 $500K <0.01% +5,446 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 8,735 shares; 2025Q1: 6,579 shares; 2025Q2: 7,435 shares; 2025Q3: 7,391 shares; 2025Q4: 6,604 shares 6,604 $499K <0.01% -787 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,410 shares; 2024Q4: 15,557 shares; 2025Q1: 16,096 shares; 2025Q2: 11,407 shares; 2025Q3: 11,577 shares; 2025Q4: 16,550 shares 16,550 $499K <0.01% +4,973 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,614 shares; 2025Q1: 2,680 shares; 2025Q2: 2,837 shares; 2025Q3: 2,729 shares; 2025Q4: 1,523 shares 1,523 $497K <0.01% -1,206 Timeline BARK BARK INC More: the full row for BARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,151 shares; 2024Q4: 20,151 shares; 2025Q1: 19,051 shares; 2025Q2: 18,301 shares; 2025Q3: 854,360 shares; 2025Q4: 821,500 shares 821,500 $495K <0.01% -32,860 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,842 shares; 2025Q1: 7,350 shares; 2025Q2: 14,609 shares; 2025Q3: 8,927 shares; 2025Q4: 7,617 shares 7,617 $495K <0.01% -1,310 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,291 shares; 2024Q4: 58,291 shares; 2025Q1: 63,291 shares; 2025Q2: 47,429 shares; 2025Q3: 60,832 shares; 2025Q4: 80,095 shares 80,095 $494K <0.01% +19,263 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 3,644 shares; 2025Q1: 3,798 shares; 2025Q2: 3,439 shares; 2025Q3: 3,457 shares; 2025Q4: 1,720 shares 1,720 $493K <0.01% -1,737 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,005 shares; 2024Q4: 17,761 shares; 2025Q1: 12,361 shares; 2025Q2: 13,515 shares; 2025Q3: 15,429 shares; 2025Q4: 12,156 shares 12,156 $491K <0.01% -3,273 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,776 shares; 2025Q1: 1,851 shares; 2025Q2: 2,527 shares; 2025Q3: 2,398 shares; 2025Q4: 2,285 shares 2,285 $491K <0.01% -113 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,649 shares; 2024Q4: 11,777 shares; 2025Q1: 11,639 shares; 2025Q2: 6,910 shares; 2025Q3: 4,238 shares; 2025Q4: 4,356 shares 4,356 $490K <0.01% +118 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,816 shares; 2025Q2: 69,040 shares; 2025Q3: 46,515 shares; 2025Q4: 22,117 shares 22,117 $488K <0.01% -24,398 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,246 shares 9,246 $487K <0.01% new Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,061 shares; 2024Q4: 18,486 shares; 2025Q1: 18,350 shares; 2025Q2: 18,002 shares; 2025Q3: 14,164 shares; 2025Q4: 13,802 shares 13,802 $484K <0.01% -362 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,314 shares; 2024Q4: 55,138 shares; 2025Q1: 61,821 shares; 2025Q2: 60,474 shares; 2025Q3: 51,218 shares; 2025Q4: 45,519 shares 45,519 $483K <0.01% -5,699 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,834 shares 54,834 $482K <0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 8,117 shares; 2025Q1: 7,898 shares; 2025Q2: 6,641 shares; 2025Q3: 5,261 shares; 2025Q4: 4,371 shares 4,371 $482K <0.01% -890 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 8,648 shares; 2025Q1: 9,806 shares; 2025Q2: 10,247 shares; 2025Q3: 10,528 shares; 2025Q4: 11,603 shares 11,603 $481K <0.01% +1,075 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,834 shares; 2024Q4: 4,641 shares; 2025Q1: 5,213 shares; 2025Q2: 6,185 shares; 2025Q3: 5,608 shares; 2025Q4: 3,983 shares 3,983 $481K <0.01% -1,625 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,256 shares; 2024Q4: 4,967 shares; 2025Q1: 4,903 shares; 2025Q2: 5,757 shares; 2025Q3: 4,824 shares; 2025Q4: 9,678 shares 9,678 $481K <0.01% +4,854 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 9,493 shares; 2025Q1: 8,906 shares; 2025Q2: 10,528 shares; 2025Q3: 10,073 shares; 2025Q4: 9,020 shares 9,020 $481K <0.01% -1,053 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,442 shares; 2024Q4: 27,123 shares; 2025Q1: 15,532 shares; 2025Q2: 13,867 shares; 2025Q3: 14,196 shares; 2025Q4: 16,128 shares 16,128 $481K <0.01% +1,932 Timeline OBT ORANGE CNTY BANCORP INC More: the full row for ORANGE CNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,394 shares; 2024Q4: 8,394 shares; 2025Q1: 16,871 shares; 2025Q2: 16,896 shares; 2025Q3: 16,874 shares; 2025Q4: 16,828 shares 16,828 $480K <0.01% -46 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,597 shares; 2025Q3: 9,409 shares; 2025Q4: 13,774 shares 13,774 $480K <0.01% +4,365 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 1,690 shares 1,690 $480K <0.01% -180 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,081 shares; 2025Q3: 1,058 shares; 2025Q4: 1,664 shares 1,664 $480K <0.01% +606 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,931 shares; 2025Q2: 8,972 shares; 2025Q3: 8,983 shares; 2025Q4: 13,071 shares 13,071 $479K <0.01% +4,088 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,798 shares; 2024Q4: 32,580 shares; 2025Q1: 28,115 shares; 2025Q2: 22,138 shares; 2025Q3: 17,771 shares; 2025Q4: 16,511 shares 16,511 $479K <0.01% -1,260 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,649 shares; 2024Q4: 37,159 shares; 2025Q1: 37,927 shares; 2025Q2: 37,985 shares; 2025Q3: 38,192 shares; 2025Q4: 37,665 shares 37,665 $479K <0.01% -527 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,791 shares; 2024Q4: 83,799 shares; 2025Q1: 94,624 shares; 2025Q2: 124,716 shares; 2025Q3: 19,561 shares; 2025Q4: 21,179 shares 21,179 $477K <0.01% +1,618 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,230 shares; 2024Q4: 73,818 shares; 2025Q1: 70,456 shares; 2025Q2: 70,910 shares; 2025Q3: 69,910 shares; 2025Q4: 70,025 shares 70,025 $477K <0.01% +115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,208 shares 9,208 $476K <0.01% new Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,823 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,128 shares; 2025Q4: 13,784 shares 13,784 $475K <0.01% +1,656 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 4,601 shares; 2025Q1: 4,465 shares; 2025Q2: 15,232 shares; 2025Q3: 16,238 shares; 2025Q4: 4,145 shares 4,145 $475K <0.01% -12,093 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,724 shares; 2024Q4: 49,891 shares; 2025Q1: 62,639 shares; 2025Q2: 57,076 shares; 2025Q3: 59,202 shares; 2025Q4: 34,990 shares 34,990 $472K <0.01% -24,212 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,886 shares; 2024Q4: 7,892 shares; 2025Q1: 7,711 shares; 2025Q2: 7,673 shares; 2025Q3: 7,294 shares; 2025Q4: 9,792 shares 9,792 $471K <0.01% +2,498 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,826 shares; 2024Q4: 14,117 shares; 2025Q1: 14,454 shares; 2025Q2: 13,998 shares; 2025Q3: 10,497 shares; 2025Q4: 9,359 shares 9,359 $471K <0.01% -1,138 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,289 shares 12,289 $470K <0.01% new Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,443 shares; 2025Q1: 13,443 shares; 2025Q2: 17,797 shares; 2025Q3: 17,810 shares; 2025Q4: 18,009 shares 18,009 $469K <0.01% +199 Timeline BWMX BETTERWARE DE MEXC S A P I D More: the full row for BETTERWARE DE MEXC S A P I D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares 33,000 $469K <0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,586 shares; 2024Q4: 8,579 shares; 2025Q1: 11,709 shares; 2025Q2: 8,658 shares; 2025Q3: 8,584 shares; 2025Q4: 9,300 shares 9,300 $469K <0.01% +716 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,475 shares; 2024Q4: 531,249 shares; 2025Q1: 507,770 shares; 2025Q2: 494,646 shares; 2025Q3: 422,247 shares; 2025Q4: 8,995 shares 8,995 $468K <0.01% -413,252 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,130 shares; 2024Q4: 59,308 shares; 2025Q1: 58,999 shares; 2025Q2: 61,170 shares; 2025Q3: 29,210 shares; 2025Q4: 29,004 shares 29,004 $466K <0.01% -206 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 5,607 shares; 2025Q1: 6,654 shares; 2025Q2: 9,146 shares; 2025Q3: 8,059 shares; 2025Q4: 7,914 shares 7,914 $466K <0.01% -145 Timeline CADL CANDEL THERAPEUTICS INC More: the full row for CANDEL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,098 shares; 2025Q1: 65,072 shares; 2025Q2: 81,601 shares; 2025Q3: 82,221 shares; 2025Q4: 82,346 shares 82,346 $465K <0.01% +125 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,031 shares; 2024Q4: 117,764 shares; 2025Q1: 103,924 shares; 2025Q2: 102,127 shares; 2025Q3: 96,733 shares; 2025Q4: 60,693 shares 60,693 $465K <0.01% -36,040 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 7,513 shares; 2025Q1: 6,901 shares; 2025Q2: 6,388 shares; 2025Q3: 5,842 shares; 2025Q4: 5,509 shares 5,509 $463K <0.01% -333 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 7,339 shares; 2025Q1: 7,633 shares; 2025Q2: 7,346 shares; 2025Q3: 7,435 shares; 2025Q4: 7,288 shares 7,288 $463K <0.01% -147 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 19,169 shares; 2025Q1: 19,243 shares; 2025Q2: 41,489 shares; 2025Q3: 38,576 shares; 2025Q4: 38,999 shares 38,999 $463K <0.01% +423 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 10,623 shares; 2025Q1: 7,022 shares; 2025Q2: 6,903 shares; 2025Q3: 5,627 shares; 2025Q4: 5,309 shares 5,309 $462K <0.01% -318 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,921 shares; 2025Q2: 40,776 shares; 2025Q3: 40,958 shares; 2025Q4: 32,107 shares 32,107 $461K <0.01% -8,851 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,874 shares; 2025Q1: 1,875 shares; 2025Q2: 1,885 shares; 2025Q3: 1,932 shares; 2025Q4: 2,072 shares 2,072 $460K <0.01% +140 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,911 shares; 2025Q1: 9,729 shares; 2025Q2: 10,975 shares; 2025Q3: 11,717 shares; 2025Q4: 11,291 shares 11,291 $460K <0.01% -426 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,868 shares; 2024Q4: 32,479 shares; 2025Q1: 28,217 shares; 2025Q2: 29,575 shares; 2025Q3: 22,159 shares; 2025Q4: 17,688 shares 17,688 $459K <0.01% -4,471 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,789 shares; 2025Q4: 10,034 shares 10,034 $458K <0.01% +5,245 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,986 shares; 2025Q1: 31,786 shares; 2025Q2: 32,186 shares; 2025Q3: 31,533 shares; 2025Q4: 27,929 shares 27,929 $458K <0.01% -3,604 Timeline UEVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,196 shares; 2025Q2: 18,232 shares; 2025Q3: 8,486 shares; 2025Q4: 8,242 shares 8,242 $457K <0.01% -244 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,224 shares; 2024Q4: 16,577 shares; 2025Q1: 16,293 shares; 2025Q2: 15,661 shares; 2025Q3: 11,518 shares; 2025Q4: 12,477 shares 12,477 $457K <0.01% +959 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,818 shares; 2025Q1: 2,806 shares; 2025Q2: 3,389 shares; 2025Q3: 2,226 shares; 2025Q4: 2,206 shares 2,206 $456K <0.01% -20 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,805 shares; 2024Q4: 10,039 shares; 2025Q1: 9,939 shares; 2025Q2: 10,746 shares; 2025Q3: 12,312 shares; 2025Q4: 11,291 shares 11,291 $456K <0.01% -1,021 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,211 shares; 2024Q4: 11,262 shares; 2025Q1: 11,579 shares; 2025Q2: 11,620 shares; 2025Q3: 11,526 shares; 2025Q4: 11,250 shares 11,250 $456K <0.01% -276 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,928 shares; 2025Q3: 18,635 shares; 2025Q4: 16,997 shares 16,997 $456K <0.01% -1,638 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,314 shares; 2024Q4: 177,036 shares; 2025Q1: 272,532 shares; 2025Q2: 517,399 shares; 2025Q3: 546,677 shares; 2025Q4: 49,068 shares 49,068 $455K <0.01% -497,609 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,346 shares; 2024Q4: 23,951 shares; 2025Q1: 32,113 shares; 2025Q2: 28,812 shares; 2025Q3: 24,248 shares; 2025Q4: 21,855 shares 21,855 $455K <0.01% -2,393 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,619 shares; 2024Q4: 41,198 shares; 2025Q1: 40,526 shares; 2025Q2: 41,202 shares; 2025Q3: 39,799 shares; 2025Q4: 30,848 shares 30,848 $455K <0.01% -8,951 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,377 shares; 2024Q4: 23,736 shares; 2025Q1: 25,129 shares; 2025Q2: 36,038 shares; 2025Q3: 24,611 shares; 2025Q4: 33,505 shares 33,505 $455K <0.01% +8,894 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,828 shares; 2025Q2: 4,903 shares; 2025Q3: 4,965 shares; 2025Q4: 8,694 shares 8,694 $453K <0.01% +3,729 Timeline FULC FULCRUM THERAPEUTICS INC More: the full row for FULCRUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,428 shares; 2024Q4: 83,428 shares; 2025Q1: 83,428 shares; 2025Q2: 83,428 shares; 2025Q3: 83,428 shares; 2025Q4: 40,000 shares 40,000 $452K <0.01% -43,428 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,649 shares; 2025Q2: 36,963 shares; 2025Q3: 25,092 shares; 2025Q4: 25,569 shares 25,569 $452K <0.01% +477 Timeline MAYM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,545 shares; 2025Q3: 17,691 shares; 2025Q4: 14,043 shares 14,043 $452K <0.01% -3,648 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,708 shares; 2024Q4: 42,876 shares; 2025Q1: 6,995 shares; 2025Q2: 6,793 shares; 2025Q3: 6,700 shares; 2025Q4: 6,653 shares 6,653 $451K <0.01% -47 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,984 shares; 2025Q1: 8,311 shares; 2025Q2: 7,423 shares; 2025Q3: 5,796 shares; 2025Q4: 4,893 shares 4,893 $451K <0.01% -903 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,436 shares; 2025Q2: 6,040 shares; 2025Q3: 6,046 shares; 2025Q4: 6,094 shares 6,094 $451K <0.01% +48 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,423 shares; 2024Q4: 9,629 shares; 2025Q1: 9,449 shares; 2025Q2: 9,382 shares; 2025Q3: 2,018 shares; 2025Q4: 2,154 shares 2,154 $451K <0.01% +136 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,171 shares 15,171 $450K <0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,077 shares; 2024Q4: 17,933 shares; 2025Q1: 19,268 shares; 2025Q2: 16,639 shares; 2025Q3: 6,588 shares; 2025Q4: 6,506 shares 6,506 $450K <0.01% -82 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,233 shares; 2025Q4: 9,427 shares 9,427 $450K <0.01% +4,194 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,255 shares; 2024Q4: 12,542 shares; 2025Q1: 13,052 shares; 2025Q2: 12,044 shares; 2025Q3: 12,749 shares; 2025Q4: 4,897 shares 4,897 $450K <0.01% -7,852 Timeline OWNB BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,692 shares; 2025Q3: 22,621 shares; 2025Q4: 20,954 shares 20,954 $450K <0.01% -1,667 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,619 shares; 2025Q3: 3,840 shares; 2025Q4: 3,916 shares 3,916 $450K <0.01% +76 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,038 shares; 2024Q4: 8,242 shares; 2025Q1: 9,393 shares; 2025Q2: 8,277 shares; 2025Q3: 9,828 shares; 2025Q4: 10,211 shares 10,211 $450K <0.01% +383 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,660 shares; 2025Q1: 4,325 shares; 2025Q2: 4,387 shares; 2025Q3: 3,779 shares; 2025Q4: 3,908 shares 3,908 $450K <0.01% +129 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,318 shares; 2024Q4: 24,062 shares; 2025Q1: 29,416 shares; 2025Q2: 26,199 shares; 2025Q3: 26,528 shares; 2025Q4: 26,528 shares 26,528 $449K <0.01% 0 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,445 shares; 2025Q3: 12,221 shares; 2025Q4: 17,946 shares 17,946 $449K <0.01% +5,725 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,815 shares; 2025Q2: 10,825 shares; 2025Q3: 14,209 shares; 2025Q4: 16,925 shares 16,925 $448K <0.01% +2,716 Timeline NMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,561 shares; 2025Q3: 16,098 shares; 2025Q4: 16,098 shares 16,098 $448K <0.01% 0 Timeline DUKZ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,290 shares; 2025Q2: 18,489 shares; 2025Q3: 17,455 shares; 2025Q4: 17,657 shares 17,657 $446K <0.01% +202 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,752 shares; 2025Q1: 11,940 shares; 2025Q2: 12,196 shares; 2025Q3: 14,149 shares; 2025Q4: 14,396 shares 14,396 $446K <0.01% +247 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,769 shares; 2024Q4: 10,814 shares; 2025Q1: 14,291 shares; 2025Q2: 50,265 shares; 2025Q3: 54,512 shares; 2025Q4: 6,681 shares 6,681 $445K <0.01% -47,831 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,472 shares; 2024Q4: 15,335 shares; 2025Q1: 16,393 shares; 2025Q2: 9,023 shares; 2025Q3: 9,875 shares; 2025Q4: 11,410 shares 11,410 $445K <0.01% +1,535 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,209 shares; 2024Q4: 97,586 shares; 2025Q1: 34,429 shares; 2025Q2: 74,312 shares; 2025Q3: 66,831 shares; 2025Q4: 7,845 shares 7,845 $444K <0.01% -58,986 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,248 shares; 2024Q4: 18,159 shares; 2025Q1: 19,583 shares; 2025Q2: 5,710 shares; 2025Q3: 4,717 shares; 2025Q4: 3,913 shares 3,913 $444K <0.01% -804 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,642 shares; 2024Q4: 17,665 shares; 2025Q1: 17,273 shares; 2025Q2: 14,966 shares; 2025Q3: 12,782 shares; 2025Q4: 12,468 shares 12,468 $442K <0.01% -314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,702 shares; 2024Q4: 27,737 shares; 2025Q1: 25,005 shares; 2025Q2: 25,095 shares; 2025Q3: 24,585 shares; 2025Q4: 24,490 shares 24,490 $442K <0.01% -95 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,885 shares; 2024Q4: 32,272 shares; 2025Q1: 36,738 shares; 2025Q2: 35,862 shares; 2025Q3: 40,318 shares; 2025Q4: 37,713 shares 37,713 $442K <0.01% -2,605 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 5,578 shares; 2025Q1: 5,581 shares; 2025Q2: 6,311 shares; 2025Q3: 4,164 shares; 2025Q4: 5,174 shares 5,174 $441K <0.01% +1,010 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,937 shares; 2024Q4: 28,625 shares; 2025Q1: 21,354 shares; 2025Q2: 15,004 shares; 2025Q3: 14,139 shares; 2025Q4: 11,559 shares 11,559 $441K <0.01% -2,580 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,591 shares; 2024Q4: 9,688 shares; 2025Q1: 9,657 shares; 2025Q2: 10,970 shares; 2025Q3: 11,228 shares; 2025Q4: 11,469 shares 11,469 $441K <0.01% +241 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,279 shares; 2024Q4: 21,878 shares; 2025Q1: 31,177 shares; 2025Q2: 20,857 shares; 2025Q3: 16,248 shares; 2025Q4: 13,248 shares 13,248 $440K <0.01% -3,000 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,986 shares; 2024Q4: 18,916 shares; 2025Q1: 23,749 shares; 2025Q2: 23,700 shares; 2025Q3: 13,858 shares; 2025Q4: 11,952 shares 11,952 $440K <0.01% -1,906 Timeline SLNZ TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,563 shares; 2025Q1: 10,428 shares; 2025Q2: 9,537 shares; 2025Q3: 9,575 shares; 2025Q4: 9,482 shares 9,482 $439K <0.01% -93 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,092 shares; 2025Q2: 9,092 shares; 2025Q3: 11,016 shares; 2025Q4: 11,016 shares 11,016 $438K <0.01% 0 Timeline XBNYX BLACKROCK NEW YORK MUNI INC More: the full row for BLACKROCK NEW YORK MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 21,086 shares; 2025Q1: 22,558 shares; 2025Q2: 27,611 shares; 2025Q3: 30,414 shares; 2025Q4: 43,218 shares 43,218 $438K <0.01% +12,804 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,391 shares; 2025Q4: 18,734 shares 18,734 $438K <0.01% +3,343 Timeline CPSP CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,253 shares; 2025Q3: 17,081 shares; 2025Q4: 16,791 shares 16,791 $438K <0.01% -290 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,429 shares; 2024Q4: 72,010 shares; 2025Q1: 68,912 shares; 2025Q2: 69,029 shares; 2025Q3: 62,989 shares; 2025Q4: 62,522 shares 62,522 $438K <0.01% -467 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,614 shares; 2024Q4: 7,510 shares; 2025Q1: 6,764 shares; 2025Q2: 6,838 shares; 2025Q3: 5,214 shares; 2025Q4: 5,073 shares 5,073 $438K <0.01% -141 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,226 shares; 2025Q4: 3,516 shares 3,516 $437K <0.01% +290 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,670 shares; 2025Q1: 5,281 shares; 2025Q2: 4,310 shares; 2025Q3: 3,651 shares; 2025Q4: 3,578 shares 3,578 $437K <0.01% -73 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 17,389 shares; 2025Q1: 17,734 shares; 2025Q2: 20,808 shares; 2025Q3: 19,218 shares; 2025Q4: 20,065 shares 20,065 $436K <0.01% +847 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,138 shares; 2025Q3: 1,575 shares; 2025Q4: 1,812 shares 1,812 $436K <0.01% +237 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,982 shares; 2024Q4: 22,416 shares; 2025Q1: 22,598 shares; 2025Q2: 10,812 shares; 2025Q3: 8,438 shares; 2025Q4: 8,345 shares 8,345 $436K <0.01% -93 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,241 shares; 2024Q4: 36,712 shares; 2025Q1: 36,499 shares; 2025Q2: 35,132 shares; 2025Q3: 33,225 shares; 2025Q4: 28,264 shares 28,264 $434K <0.01% -4,961 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 5,106 shares; 2025Q1: 5,071 shares; 2025Q2: 5,049 shares; 2025Q3: 4,568 shares; 2025Q4: 4,737 shares 4,737 $433K <0.01% +169 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,266 shares; 2024Q4: 47,614 shares; 2025Q1: 45,954 shares; 2025Q2: 32,844 shares; 2025Q3: 16,510 shares; 2025Q4: 132,343 shares 132,343 $433K <0.01% +115,833 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,242 shares; 2024Q4: 11,650 shares; 2025Q1: 12,030 shares; 2025Q2: 12,015 shares; 2025Q3: 12,556 shares; 2025Q4: 12,568 shares 12,568 $432K <0.01% +12 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 10,854 shares; 2025Q1: 13,990 shares; 2025Q2: 8,860 shares; 2025Q3: 11,990 shares; 2025Q4: 15,818 shares 15,818 $432K <0.01% +3,828 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,702 shares; 2025Q2: 20,143 shares; 2025Q3: 22,226 shares; 2025Q4: 21,242 shares 21,242 $431K <0.01% -984 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 5,617 shares; 2025Q1: 5,941 shares; 2025Q2: 5,660 shares; 2025Q3: 6,198 shares; 2025Q4: 7,752 shares 7,752 $431K <0.01% +1,554 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,460 shares; 2024Q4: 54,941 shares; 2025Q1: 56,104 shares; 2025Q2: 107,599 shares; 2025Q3: 85,224 shares; 2025Q4: 98,795 shares 98,795 $431K <0.01% +13,571 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,644 shares; 2025Q1: 18,959 shares; 2025Q2: 14,662 shares; 2025Q3: 11,737 shares; 2025Q4: 12,927 shares 12,927 $431K <0.01% +1,190 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,751 shares; 2025Q2: not reported; 2025Q3: 14,063 shares; 2025Q4: 17,780 shares 17,780 $430K <0.01% +3,717 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,696 shares; 2025Q1: 8,730 shares; 2025Q2: 8,614 shares; 2025Q3: 14,673 shares; 2025Q4: 15,895 shares 15,895 $430K <0.01% +1,222 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,186 shares; 2024Q4: 30,119 shares; 2025Q1: 29,122 shares; 2025Q2: 33,167 shares; 2025Q3: 32,995 shares; 2025Q4: 25,626 shares 25,626 $430K <0.01% -7,369 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,687 shares; 2024Q4: 15,411 shares; 2025Q1: 16,854 shares; 2025Q2: 24,287 shares; 2025Q3: 25,198 shares; 2025Q4: 18,637 shares 18,637 $430K <0.01% -6,561 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,799 shares; 2024Q4: 52,033 shares; 2025Q1: 57,302 shares; 2025Q2: 52,994 shares; 2025Q3: 52,977 shares; 2025Q4: 48,718 shares 48,718 $430K <0.01% -4,259 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,394 shares; 2024Q4: 37,870 shares; 2025Q1: 36,985 shares; 2025Q2: 34,055 shares; 2025Q3: 17,434 shares; 2025Q4: 13,402 shares 13,402 $430K <0.01% -4,032 Timeline VSMV VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,798 shares; 2025Q4: 7,762 shares 7,762 $429K <0.01% -36 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 3,639 shares; 2025Q1: 5,397 shares; 2025Q2: 5,942 shares; 2025Q3: 4,859 shares; 2025Q4: 5,757 shares 5,757 $429K <0.01% +898 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,084 shares; 2025Q3: 4,986 shares; 2025Q4: 6,245 shares 6,245 $429K <0.01% +1,259 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,140 shares; 2025Q1: 7,256 shares; 2025Q2: 8,759 shares; 2025Q3: 7,927 shares; 2025Q4: 7,873 shares 7,873 $428K <0.01% -54 Timeline FDIF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,365 shares; 2025Q2: 10,763 shares; 2025Q3: 11,363 shares; 2025Q4: 11,942 shares 11,942 $428K <0.01% +579 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,641 shares; 2024Q4: 7,645 shares; 2025Q1: 7,612 shares; 2025Q2: 7,670 shares; 2025Q3: 7,620 shares; 2025Q4: 7,534 shares 7,534 $427K <0.01% -86 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,655 shares; 2024Q4: 74,034 shares; 2025Q1: 76,061 shares; 2025Q2: 83,123 shares; 2025Q3: 89,296 shares; 2025Q4: 84,945 shares 84,945 $426K <0.01% -4,351 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,952 shares; 2024Q4: 28,612 shares; 2025Q1: 31,107 shares; 2025Q2: 34,003 shares; 2025Q3: 35,962 shares; 2025Q4: 34,119 shares 34,119 $426K <0.01% -1,843 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,750 shares; 2024Q4: 18,797 shares; 2025Q1: 13,797 shares; 2025Q2: 13,924 shares; 2025Q3: not reported; 2025Q4: 21,496 shares 21,496 $426K <0.01% new Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 10,867 shares; 2025Q1: 11,758 shares; 2025Q2: 12,580 shares; 2025Q3: 12,404 shares; 2025Q4: 11,723 shares 11,723 $425K <0.01% -681 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,667 shares; 2025Q4: 3,903 shares 3,903 $424K <0.01% +1,236 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,871 shares; 2024Q4: 6,220 shares; 2025Q1: 5,842 shares; 2025Q2: 7,592 shares; 2025Q3: 5,965 shares; 2025Q4: 5,567 shares 5,567 $423K <0.01% -398 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,080 shares; 2024Q4: 68,509 shares; 2025Q1: 69,144 shares; 2025Q2: 32,372 shares; 2025Q3: 29,726 shares; 2025Q4: 19,534 shares 19,534 $423K <0.01% -10,192 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,284 shares; 2024Q4: 41,816 shares; 2025Q1: 39,713 shares; 2025Q2: 39,224 shares; 2025Q3: 24,379 shares; 2025Q4: 21,793 shares 21,793 $423K <0.01% -2,586 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,146 shares; 2025Q1: 7,278 shares; 2025Q2: 7,818 shares; 2025Q3: 7,805 shares; 2025Q4: 7,794 shares 7,794 $422K <0.01% -11 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 6,215 shares; 2025Q1: 6,137 shares; 2025Q2: 7,216 shares; 2025Q3: 6,957 shares; 2025Q4: 5,810 shares 5,810 $421K <0.01% -1,147 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,152 shares; 2025Q1: 8,471 shares; 2025Q2: 8,575 shares; 2025Q3: 11,288 shares; 2025Q4: 11,698 shares 11,698 $421K <0.01% +410 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,226 shares; 2025Q1: 6,219 shares; 2025Q2: 6,571 shares; 2025Q3: 6,581 shares; 2025Q4: 6,373 shares 6,373 $421K <0.01% -208 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,460 shares; 2024Q4: 69,796 shares; 2025Q1: 54,350 shares; 2025Q2: 30,408 shares; 2025Q3: 44,855 shares; 2025Q4: 45,523 shares 45,523 $420K <0.01% +668 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,535 shares; 2025Q1: 2,056 shares; 2025Q2: 3,458 shares; 2025Q3: 3,213 shares; 2025Q4: 2,633 shares 2,633 $420K <0.01% -580 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,800 shares; 2024Q4: 10,214 shares; 2025Q1: 12,437 shares; 2025Q2: 14,097 shares; 2025Q3: 9,612 shares; 2025Q4: 9,661 shares 9,661 $419K <0.01% +49 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,471 shares; 2024Q4: 37,875 shares; 2025Q1: 49,747 shares; 2025Q2: 38,281 shares; 2025Q3: 39,156 shares; 2025Q4: 25,389 shares 25,389 $419K <0.01% -13,767 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 8,325 shares; 2025Q1: 10,263 shares; 2025Q2: 9,802 shares; 2025Q3: 9,929 shares; 2025Q4: 9,238 shares 9,238 $419K <0.01% -691 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,129 shares; 2024Q4: 10,040 shares; 2025Q1: 15,142 shares; 2025Q2: 16,382 shares; 2025Q3: 12,560 shares; 2025Q4: 14,102 shares 14,102 $418K <0.01% +1,542 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,244 shares; 2024Q4: 9,283 shares; 2025Q1: 16,797 shares; 2025Q2: 15,516 shares; 2025Q3: 12,548 shares; 2025Q4: 9,838 shares 9,838 $418K <0.01% -2,710 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,755 shares; 2024Q4: 8,958 shares; 2025Q1: 5,395 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,668 shares 7,668 $417K <0.01% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 3,907 shares; 2025Q1: 4,028 shares; 2025Q2: 4,594 shares; 2025Q3: 4,615 shares; 2025Q4: 4,254 shares 4,254 $417K <0.01% -361 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 7,038 shares; 2025Q1: 20,774 shares; 2025Q2: 21,583 shares; 2025Q3: 20,915 shares; 2025Q4: 11,985 shares 11,985 $415K <0.01% -8,930 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,586 shares; 2025Q3: 15,849 shares; 2025Q4: 15,108 shares 15,108 $414K <0.01% -741 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,437 shares; 2024Q4: 79,859 shares; 2025Q1: 79,672 shares; 2025Q2: 80,630 shares; 2025Q3: 77,660 shares; 2025Q4: 6,059 shares 6,059 $413K <0.01% -71,601 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,397 shares; 2024Q4: 14,192 shares; 2025Q1: 14,823 shares; 2025Q2: 8,716 shares; 2025Q3: 10,151 shares; 2025Q4: 11,538 shares 11,538 $413K <0.01% +1,387 Timeline ZUMZ ZUMIEZ INC More: the full row for ZUMIEZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,855 shares 15,855 $413K <0.01% new Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,044 shares; 2024Q4: 40,826 shares; 2025Q1: 81,312 shares; 2025Q2: 91,475 shares; 2025Q3: 98,464 shares; 2025Q4: 44,522 shares 44,522 $413K <0.01% -53,942 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 9,038 shares; 2025Q1: 9,733 shares; 2025Q2: 8,498 shares; 2025Q3: 7,817 shares; 2025Q4: 6,260 shares 6,260 $413K <0.01% -1,557 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,931 shares; 2024Q4: 6,817 shares; 2025Q1: 6,787 shares; 2025Q2: 6,787 shares; 2025Q3: 7,653 shares; 2025Q4: 10,557 shares 10,557 $412K <0.01% +2,904 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 3,649 shares; 2025Q3: 3,551 shares; 2025Q4: 7,112 shares 7,112 $412K <0.01% +3,561 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,933 shares; 2024Q4: 22,085 shares; 2025Q1: 23,035 shares; 2025Q2: 22,785 shares; 2025Q3: 24,240 shares; 2025Q4: 20,440 shares 20,440 $411K <0.01% -3,800 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 4,769 shares; 2025Q1: 6,814 shares; 2025Q2: 6,211 shares; 2025Q3: 5,815 shares; 2025Q4: 5,397 shares 5,397 $411K <0.01% -418 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,894 shares; 2025Q1: 7,996 shares; 2025Q2: 7,849 shares; 2025Q3: 9,714 shares; 2025Q4: 7,578 shares 7,578 $411K <0.01% -2,136 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,494 shares; 2024Q4: 35,363 shares; 2025Q1: 38,577 shares; 2025Q2: 41,571 shares; 2025Q3: 41,871 shares; 2025Q4: 37,241 shares 37,241 $409K <0.01% -4,630 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 5,979 shares; 2025Q1: 5,160 shares; 2025Q2: 5,401 shares; 2025Q3: 5,329 shares; 2025Q4: 5,123 shares 5,123 $409K <0.01% -206 Timeline RDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 11,477 shares; 2025Q1: 11,600 shares; 2025Q2: 11,618 shares; 2025Q3: 11,639 shares; 2025Q4: 11,386 shares 11,386 $409K <0.01% -253 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,059 shares; 2025Q4: 28,105 shares 28,105 $409K <0.01% +14,046 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,159 shares; 2024Q4: 71,963 shares; 2025Q1: 69,736 shares; 2025Q2: 7,596 shares; 2025Q3: 7,326 shares; 2025Q4: 7,132 shares 7,132 $408K <0.01% -194 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,979 shares; 2025Q1: 2,996 shares; 2025Q2: 2,664 shares; 2025Q3: 2,774 shares; 2025Q4: 1,675 shares 1,675 $408K <0.01% -1,099 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,486 shares; 2025Q4: 10,120 shares 10,120 $408K <0.01% -1,366 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,712 shares; 2025Q3: 18,058 shares; 2025Q4: 21,133 shares 21,133 $408K <0.01% +3,075 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,843 shares; 2025Q4: 84,201 shares 84,201 $408K <0.01% +1,358 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 6,151 shares; 2025Q1: 6,461 shares; 2025Q2: 5,925 shares; 2025Q3: 5,692 shares; 2025Q4: 4,381 shares 4,381 $407K <0.01% -1,311 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,185 shares; 2024Q4: 107,633 shares; 2025Q1: 101,525 shares; 2025Q2: 101,936 shares; 2025Q3: 87,938 shares; 2025Q4: 109,424 shares 109,424 $407K <0.01% +21,486 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,675 shares 15,675 $407K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,802 shares; 2024Q4: 11,302 shares; 2025Q1: 11,307 shares; 2025Q2: 11,718 shares; 2025Q3: 11,786 shares; 2025Q4: 11,942 shares 11,942 $407K <0.01% +156 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,509 shares; 2025Q2: 10,560 shares; 2025Q3: 10,598 shares; 2025Q4: 11,804 shares 11,804 $407K <0.01% +1,206 Timeline VANI VIVANI MEDICAL INC More: the full row for VIVANI MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,530 shares; 2024Q4: 330,530 shares; 2025Q1: 330,530 shares; 2025Q2: 330,530 shares; 2025Q3: 330,530 shares; 2025Q4: 330,530 shares 330,530 $407K <0.01% 0 Timeline GSGO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,120 shares 10,120 $406K <0.01% new Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,695 shares; 2025Q2: 6,634 shares; 2025Q3: 6,658 shares; 2025Q4: 9,454 shares 9,454 $406K <0.01% +2,796 Timeline CBSE ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,301 shares; 2025Q2: 9,102 shares; 2025Q3: 8,743 shares; 2025Q4: 10,283 shares 10,283 $405K <0.01% +1,540 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,890 shares; 2025Q1: 3,658 shares; 2025Q2: 3,417 shares; 2025Q3: 4,316 shares; 2025Q4: 4,281 shares 4,281 $405K <0.01% -35 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,740 shares; 2025Q1: 3,670 shares; 2025Q2: 3,779 shares; 2025Q3: 3,851 shares; 2025Q4: 3,499 shares 3,499 $405K <0.01% -352 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,500 shares; 2024Q4: 27,248 shares; 2025Q1: 25,365 shares; 2025Q2: 25,583 shares; 2025Q3: 21,522 shares; 2025Q4: 21,361 shares 21,361 $405K <0.01% -161 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,991 shares 14,991 $403K <0.01% new Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,699 shares; 2024Q4: 69,458 shares; 2025Q1: 15,758 shares; 2025Q2: 19,396 shares; 2025Q3: 16,964 shares; 2025Q4: 50,240 shares 50,240 $403K <0.01% +33,276 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,812 shares; 2024Q4: 40,910 shares; 2025Q1: 34,496 shares; 2025Q2: 34,597 shares; 2025Q3: 34,045 shares; 2025Q4: 34,013 shares 34,013 $403K <0.01% -32 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,138 shares; 2025Q2: 13,679 shares; 2025Q3: 13,304 shares; 2025Q4: 13,304 shares 13,304 $402K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,770 shares; 2024Q4: 3,465 shares; 2025Q1: 3,580 shares; 2025Q2: 3,155 shares; 2025Q3: 3,067 shares; 2025Q4: 2,539 shares 2,539 $402K <0.01% -528 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,125 shares; 2024Q4: 18,737 shares; 2025Q1: 20,153 shares; 2025Q2: 18,453 shares; 2025Q3: 10,918 shares; 2025Q4: 11,447 shares 11,447 $402K <0.01% +529 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,751 shares; 2025Q1: 18,557 shares; 2025Q2: 32,340 shares; 2025Q3: 21,907 shares; 2025Q4: 19,886 shares 19,886 $401K <0.01% -2,021 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,772 shares; 2024Q4: 11,004 shares; 2025Q1: 12,181 shares; 2025Q2: 12,080 shares; 2025Q3: 11,434 shares; 2025Q4: 11,014 shares 11,014 $400K <0.01% -420 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,614 shares; 2024Q4: 34,636 shares; 2025Q1: 34,648 shares; 2025Q2: 34,992 shares; 2025Q3: 35,545 shares; 2025Q4: 38,239 shares 38,239 $399K <0.01% +2,694 TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,858 shares; 2024Q4: 15,620 shares; 2025Q1: 15,613 shares; 2025Q2: 16,551 shares; 2025Q3: 16,604 shares; 2025Q4: 16,611 shares 16,611 $398K <0.01% +7 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,896 shares 7,896 $398K <0.01% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,471 shares; 2025Q3: 2,592 shares; 2025Q4: 3,736 shares 3,736 $398K <0.01% +1,144 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,217 shares; 2024Q4: 11,011 shares; 2025Q1: 11,070 shares; 2025Q2: 12,351 shares; 2025Q3: 8,778 shares; 2025Q4: 7,048 shares 7,048 $398K <0.01% -1,730 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,117 shares; 2024Q4: 15,365 shares; 2025Q1: 14,302 shares; 2025Q2: 15,524 shares; 2025Q3: 9,306 shares; 2025Q4: 8,594 shares 8,594 $397K <0.01% -712 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,893 shares; 2024Q4: 126,631 shares; 2025Q1: 20,750 shares; 2025Q2: 22,080 shares; 2025Q3: 22,657 shares; 2025Q4: 17,600 shares 17,600 $397K <0.01% -5,057 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,005 shares; 2025Q1: 997 shares; 2025Q2: 1,216 shares; 2025Q3: 1,076 shares; 2025Q4: 1,320 shares 1,320 $397K <0.01% +244 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 9,084 shares; 2025Q1: 9,039 shares; 2025Q2: 12,660 shares; 2025Q3: 9,575 shares; 2025Q4: 10,673 shares 10,673 $397K <0.01% +1,098 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,520 shares; 2024Q4: 21,911 shares; 2025Q1: 21,984 shares; 2025Q2: 36,603 shares; 2025Q3: 34,800 shares; 2025Q4: 35,897 shares 35,897 $397K <0.01% +1,097 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,602 shares; 2024Q4: 33,042 shares; 2025Q1: 6,872 shares; 2025Q2: 6,024 shares; 2025Q3: 6,414 shares; 2025Q4: 6,248 shares 6,248 $397K <0.01% -166 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,371 shares; 2024Q4: 90,763 shares; 2025Q1: 96,639 shares; 2025Q2: 78,680 shares; 2025Q3: 85,442 shares; 2025Q4: 73,329 shares 73,329 $397K <0.01% -12,113 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,700 shares; 2024Q4: 34,065 shares; 2025Q1: 34,612 shares; 2025Q2: 36,633 shares; 2025Q3: 31,100 shares; 2025Q4: 28,396 shares 28,396 $397K <0.01% -2,704 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 8,468 shares; 2025Q1: 7,964 shares; 2025Q2: 7,044 shares; 2025Q3: 6,838 shares; 2025Q4: 5,381 shares 5,381 $397K <0.01% -1,457 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,835 shares; 2024Q4: 67,366 shares; 2025Q1: 67,083 shares; 2025Q2: 66,045 shares; 2025Q3: 65,741 shares; 2025Q4: 65,741 shares 65,741 $396K <0.01% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,468 shares; 2024Q4: 340,286 shares; 2025Q1: 350,253 shares; 2025Q2: 466,028 shares; 2025Q3: 474,348 shares; 2025Q4: 34,648 shares 34,648 $396K <0.01% -439,700 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 1,917 shares; 2025Q4: 1,790 shares 1,790 $396K <0.01% -127 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,122 shares 1,122 $396K <0.01% new Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,010 shares; 2025Q3: 4,935 shares; 2025Q4: 5,179 shares 5,179 $396K <0.01% +244 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,285 shares; 2025Q4: 5,362 shares 5,362 $395K <0.01% -11,923 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,458 shares; 2025Q4: 8,856 shares 8,856 $394K <0.01% +398 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,779 shares; 2024Q4: 31,661 shares; 2025Q1: 47,651 shares; 2025Q2: 24,732 shares; 2025Q3: 41,258 shares; 2025Q4: 37,688 shares 37,688 $393K <0.01% -3,570 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,447 shares; 2025Q1: 3,991 shares; 2025Q2: 3,225 shares; 2025Q3: 4,318 shares; 2025Q4: 3,830 shares 3,830 $393K <0.01% -488 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,946 shares; 2024Q4: 43,341 shares; 2025Q1: 43,583 shares; 2025Q2: 43,749 shares; 2025Q3: 13,701 shares; 2025Q4: 14,705 shares 14,705 $393K <0.01% +1,004 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,821 shares; 2025Q1: 2,012 shares; 2025Q2: 2,068 shares; 2025Q3: 19,732 shares; 2025Q4: 1,805 shares 1,805 $392K <0.01% -17,927 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,864 shares; 2025Q4: 7,926 shares 7,926 $392K <0.01% +1,062 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,051 shares; 2024Q4: 15,670 shares; 2025Q1: 15,225 shares; 2025Q2: 16,173 shares; 2025Q3: 16,179 shares; 2025Q4: 16,579 shares 16,579 $392K <0.01% +400 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,968 shares; 2025Q1: 3,122 shares; 2025Q2: 3,224 shares; 2025Q3: 2,955 shares; 2025Q4: 2,851 shares 2,851 $392K <0.01% -104 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 1,896 shares; 2025Q1: 4,280 shares; 2025Q2: 5,145 shares; 2025Q3: 2,583 shares; 2025Q4: 2,184 shares 2,184 $391K <0.01% -399 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,973 shares; 2024Q4: 9,580 shares; 2025Q1: 9,867 shares; 2025Q2: 9,933 shares; 2025Q3: 8,941 shares; 2025Q4: 8,497 shares 8,497 $391K <0.01% -444 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,674 shares; 2024Q4: 61,512 shares; 2025Q1: 78,457 shares; 2025Q2: 72,266 shares; 2025Q3: 73,691 shares; 2025Q4: 86,685 shares 86,685 $391K <0.01% +12,994 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,051 shares; 2025Q1: 68,942 shares; 2025Q2: 9,246 shares; 2025Q3: 93,380 shares; 2025Q4: 2,871 shares 2,871 $391K <0.01% -90,509 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,106 shares; 2024Q4: 73,551 shares; 2025Q1: 85,771 shares; 2025Q2: 89,551 shares; 2025Q3: 81,840 shares; 2025Q4: 81,695 shares 81,695 $390K <0.01% -145 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 7,688 shares; 2025Q1: 9,556 shares; 2025Q2: 9,615 shares; 2025Q3: 9,209 shares; 2025Q4: 10,232 shares 10,232 $390K <0.01% +1,023 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,795 shares; 2024Q4: 25,558 shares; 2025Q1: 41,313 shares; 2025Q2: 40,602 shares; 2025Q3: 48,687 shares; 2025Q4: 37,491 shares 37,491 $390K <0.01% -11,196 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,343 shares; 2024Q4: 16,443 shares; 2025Q1: 17,093 shares; 2025Q2: 19,265 shares; 2025Q3: 15,513 shares; 2025Q4: 13,142 shares 13,142 $389K <0.01% -2,371 Timeline DTIL PRECISION BIOSCIENCES INC More: the full row for PRECISION BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,693 shares; 2025Q1: 37,155 shares; 2025Q2: 53,395 shares; 2025Q3: 55,845 shares; 2025Q4: 93,306 shares 93,306 $388K <0.01% +37,461 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,691 shares; 2024Q4: 33,741 shares; 2025Q1: 26,120 shares; 2025Q2: 26,553 shares; 2025Q3: 50,770 shares; 2025Q4: 27,118 shares 27,118 $388K <0.01% -23,652 Timeline WSBF WATERSTONE FINL INC MD More: the full row for WATERSTONE FINL INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,987 shares; 2024Q4: 24,213 shares; 2025Q1: 24,144 shares; 2025Q2: 23,720 shares; 2025Q3: 23,688 shares; 2025Q4: 23,438 shares 23,438 $388K <0.01% -250 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,555 shares; 2024Q4: 48,355 shares; 2025Q1: 54,955 shares; 2025Q2: 59,420 shares; 2025Q3: 62,320 shares; 2025Q4: 44,499 shares 44,499 $388K <0.01% -17,821 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,177 shares; 2025Q3: 10,539 shares; 2025Q4: 10,961 shares 10,961 $387K <0.01% +422 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 13,329 shares; 2025Q1: 14,213 shares; 2025Q2: 12,391 shares; 2025Q3: 7,175 shares; 2025Q4: 7,642 shares 7,642 $387K <0.01% +467 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,032 shares; 2025Q4: 9,860 shares 9,860 $386K <0.01% -172 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,111 shares; 2024Q4: 10,923 shares; 2025Q1: 7,004 shares; 2025Q2: 5,961 shares; 2025Q3: 4,538 shares; 2025Q4: 4,160 shares 4,160 $386K <0.01% -378 Timeline LDDR STONE RIDGE TR More: the full row for STONE RIDGE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,777 shares; 2025Q3: 3,777 shares; 2025Q4: 4,593 shares 4,593 $386K <0.01% +816 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,909 shares; 2024Q4: 9,147 shares; 2025Q1: 8,307 shares; 2025Q2: 7,449 shares; 2025Q3: 6,742 shares; 2025Q4: 6,489 shares 6,489 $386K <0.01% -253 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,346 shares 2,346 $385K <0.01% new Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,972 shares; 2025Q4: 10,304 shares 10,304 $385K <0.01% +2,332 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,319 shares; 2024Q4: 8,745 shares; 2025Q1: 10,435 shares; 2025Q2: 20,150 shares; 2025Q3: 5,940 shares; 2025Q4: 5,650 shares 5,650 $385K <0.01% -290 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 7,020 shares; 2025Q1: 7,141 shares; 2025Q2: 8,136 shares; 2025Q3: 8,097 shares; 2025Q4: 3,023 shares 3,023 $385K <0.01% -5,074 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 4,749 shares; 2025Q1: 4,531 shares; 2025Q2: 4,212 shares; 2025Q3: 4,953 shares; 2025Q4: 3,819 shares 3,819 $384K <0.01% -1,134 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,257 shares; 2024Q4: 27,910 shares; 2025Q1: 27,163 shares; 2025Q2: 31,891 shares; 2025Q3: 18,769 shares; 2025Q4: 17,745 shares 17,745 $384K <0.01% -1,024 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,275 shares; 2025Q1: 2,755 shares; 2025Q2: 3,340 shares; 2025Q3: 1,925 shares; 2025Q4: 2,038 shares 2,038 $384K <0.01% +113 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,923 shares; 2025Q4: 32,260 shares 32,260 $384K <0.01% +7,337 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 871 shares; 2025Q1: 1,258 shares; 2025Q2: 1,104 shares; 2025Q3: 895 shares; 2025Q4: 1,140 shares 1,140 $384K <0.01% +245 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 3,040 shares; 2025Q1: 3,440 shares; 2025Q2: 4,281 shares; 2025Q3: 4,718 shares; 2025Q4: 3,055 shares 3,055 $383K <0.01% -1,663 Timeline GSIB THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,004 shares; 2025Q2: not reported; 2025Q3: 6,165 shares; 2025Q4: 7,278 shares 7,278 $382K <0.01% +1,113 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,254 shares; 2024Q4: 29,592 shares; 2025Q1: 29,135 shares; 2025Q2: 22,028 shares; 2025Q3: 21,786 shares; 2025Q4: 21,937 shares 21,937 $382K <0.01% +151 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 7,411 shares; 2025Q1: 6,823 shares; 2025Q2: 5,472 shares; 2025Q3: 4,750 shares; 2025Q4: 4,013 shares 4,013 $382K <0.01% -737 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 2,761 shares; 2025Q1: 18,983 shares; 2025Q2: 18,809 shares; 2025Q3: 4,283 shares; 2025Q4: 3,146 shares 3,146 $381K <0.01% -1,137 Timeline NIQ NIQ GLOBAL INTELLIGENCE PLC More: the full row for NIQ GLOBAL INTELLIGENCE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,982 shares; 2025Q4: 23,106 shares 23,106 $381K <0.01% +124 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,929 shares; 2025Q4: 7,019 shares 7,019 $381K <0.01% +1,090 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152,701 shares; 2025Q1: 159,779 shares; 2025Q2: 142,766 shares; 2025Q3: 134,351 shares; 2025Q4: 12,840 shares 12,840 $381K <0.01% -121,511 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 11,068 shares; 2025Q1: 12,803 shares; 2025Q2: 13,593 shares; 2025Q3: 15,564 shares; 2025Q4: 33,596 shares 33,596 $381K <0.01% +18,032 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 8,936 shares; 2025Q1: 9,372 shares; 2025Q2: 8,347 shares; 2025Q3: 7,064 shares; 2025Q4: 8,454 shares 8,454 $381K <0.01% +1,390 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,268 shares; 2024Q4: 12,532 shares; 2025Q1: 10,819 shares; 2025Q2: 8,157 shares; 2025Q3: 5,484 shares; 2025Q4: 5,528 shares 5,528 $380K <0.01% +44 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,575 shares; 2025Q4: 3,419 shares 3,419 $380K <0.01% -156 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,534 shares; 2025Q2: 58,699 shares; 2025Q3: 27,750 shares; 2025Q4: 27,581 shares 27,581 $380K <0.01% -169 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,282 shares; 2024Q4: 30,124 shares; 2025Q1: 29,199 shares; 2025Q2: 30,368 shares; 2025Q3: 30,258 shares; 2025Q4: 30,284 shares 30,284 $380K <0.01% +26 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,402 shares; 2025Q1: 4,277 shares; 2025Q2: 4,092 shares; 2025Q3: 4,167 shares; 2025Q4: 3,808 shares 3,808 $380K <0.01% -359 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,064 shares; 2024Q4: 20,270 shares; 2025Q1: 20,194 shares; 2025Q2: 18,694 shares; 2025Q3: 19,393 shares; 2025Q4: 32,592 shares 32,592 $379K <0.01% +13,199 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,817 shares; 2024Q4: 44,837 shares; 2025Q1: 47,383 shares; 2025Q2: 30,170 shares; 2025Q3: 5,550 shares; 2025Q4: 6,855 shares 6,855 $378K <0.01% +1,305 Timeline DWAW ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: 6,958 shares; 2025Q1: 5,958 shares; 2025Q2: 5,958 shares; 2025Q3: 8,516 shares; 2025Q4: 8,542 shares 8,542 $377K <0.01% +26 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,744 shares 14,744 $377K <0.01% new Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,400 shares; 2024Q4: 70,297 shares; 2025Q1: 68,898 shares; 2025Q2: 65,849 shares; 2025Q3: 67,082 shares; 2025Q4: 66,350 shares 66,350 $376K <0.01% -732 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,876 shares; 2024Q4: 39,331 shares; 2025Q1: 41,575 shares; 2025Q2: 37,702 shares; 2025Q3: 15,153 shares; 2025Q4: 16,080 shares 16,080 $375K <0.01% +927 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: not reported; 2025Q1: 10,901 shares; 2025Q2: 13,239 shares; 2025Q3: 19,774 shares; 2025Q4: 24,062 shares 24,062 $375K <0.01% +4,288 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,797 shares; 2025Q1: not reported; 2025Q2: 5,727 shares; 2025Q3: 5,258 shares; 2025Q4: 5,840 shares 5,840 $375K <0.01% +582 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,708 shares; 2024Q4: 32,892 shares; 2025Q1: 33,216 shares; 2025Q2: 38,261 shares; 2025Q3: 28,584 shares; 2025Q4: 48,023 shares 48,023 $375K <0.01% +19,439 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,351 shares; 2024Q4: 22,958 shares; 2025Q1: 15,498 shares; 2025Q2: 14,815 shares; 2025Q3: 16,861 shares; 2025Q4: 16,407 shares 16,407 $375K <0.01% -454 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 4,128 shares; 2025Q1: not reported; 2025Q2: 9,566 shares; 2025Q3: 7,548 shares; 2025Q4: 7,435 shares 7,435 $375K <0.01% -113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,455 shares; 2024Q4: 67,243 shares; 2025Q1: 68,005 shares; 2025Q2: 68,149 shares; 2025Q3: 67,745 shares; 2025Q4: 68,474 shares 68,474 $375K <0.01% +729 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,675 shares; 2024Q4: 51,028 shares; 2025Q1: 37,962 shares; 2025Q2: 51,272 shares; 2025Q3: 48,136 shares; 2025Q4: 35,855 shares 35,855 $374K <0.01% -12,281 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,168 shares 14,168 $374K <0.01% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,133 shares; 2024Q4: 33,644 shares; 2025Q1: 33,862 shares; 2025Q2: 23,930 shares; 2025Q3: 19,906 shares; 2025Q4: 15,557 shares 15,557 $374K <0.01% -4,349 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,313 shares; 2024Q4: 14,132 shares; 2025Q1: 14,902 shares; 2025Q2: 10,393 shares; 2025Q3: 11,229 shares; 2025Q4: 15,335 shares 15,335 $374K <0.01% +4,106 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 5,861 shares; 2025Q1: 5,304 shares; 2025Q2: 4,987 shares; 2025Q3: 4,840 shares; 2025Q4: 4,666 shares 4,666 $373K <0.01% -174 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,779 shares; 2025Q1: 2,363 shares; 2025Q2: 2,447 shares; 2025Q3: 2,838 shares; 2025Q4: 2,879 shares 2,879 $373K <0.01% +41 Timeline CARZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,270 shares; 2024Q4: 6,272 shares; 2025Q1: 6,357 shares; 2025Q2: 6,602 shares; 2025Q3: 6,091 shares; 2025Q4: 4,788 shares 4,788 $373K <0.01% -1,303 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 8,923 shares; 2025Q1: 8,529 shares; 2025Q2: 8,985 shares; 2025Q3: 6,838 shares; 2025Q4: 7,073 shares 7,073 $372K <0.01% +235 Timeline BUFX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,525 shares 17,525 $372K <0.01% new Timeline HYDR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,413 shares; 2024Q4: 9,701 shares; 2025Q1: 10,411 shares; 2025Q2: 10,561 shares; 2025Q3: 11,760 shares; 2025Q4: 11,707 shares 11,707 $372K <0.01% -53 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,982 shares; 2025Q4: 9,002 shares 9,002 $372K <0.01% +1,020 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,331 shares; 2024Q4: 19,060 shares; 2025Q1: 19,491 shares; 2025Q2: 16,312 shares; 2025Q3: 24,323 shares; 2025Q4: 21,400 shares 21,400 $372K <0.01% -2,923 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,444 shares; 2025Q1: 5,459 shares; 2025Q2: 10,571 shares; 2025Q3: 5,976 shares; 2025Q4: 5,773 shares 5,773 $372K <0.01% -203 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,326 shares; 2024Q4: 50,763 shares; 2025Q1: 64,679 shares; 2025Q2: 27,338 shares; 2025Q3: 225,213 shares; 2025Q4: 18,752 shares 18,752 $371K <0.01% -206,461 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: not reported; 2025Q1: 12,558 shares; 2025Q2: 32,532 shares; 2025Q3: 36,678 shares; 2025Q4: 21,180 shares 21,180 $371K <0.01% -15,498 Timeline CANQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,122 shares; 2025Q2: 23,188 shares; 2025Q3: 12,593 shares; 2025Q4: 12,449 shares 12,449 $371K <0.01% -144 Timeline GEOS GEOSPACE TECHNOLOGIES CORP More: the full row for GEOSPACE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,885 shares 21,885 $370K <0.01% new Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,117 shares; 2025Q2: 16,341 shares; 2025Q3: 16,177 shares; 2025Q4: 14,104 shares 14,104 $370K <0.01% -2,073 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,720 shares; 2024Q4: 26,023 shares; 2025Q1: 32,831 shares; 2025Q2: 29,375 shares; 2025Q3: 18,958 shares; 2025Q4: 19,035 shares 19,035 $369K <0.01% +77 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 6,626 shares; 2025Q1: 7,051 shares; 2025Q2: 7,892 shares; 2025Q3: 7,886 shares; 2025Q4: 7,318 shares 7,318 $369K <0.01% -568 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,657 shares; 2024Q4: 13,959 shares; 2025Q1: 16,282 shares; 2025Q2: 7,431 shares; 2025Q3: 9,626 shares; 2025Q4: 7,705 shares 7,705 $369K <0.01% -1,921 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,976 shares; 2025Q3: 6,824 shares; 2025Q4: 4,301 shares 4,301 $367K <0.01% -2,523 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,566 shares; 2024Q4: 7,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,349 shares; 2025Q4: 6,115 shares 6,115 $366K <0.01% -234 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,219 shares; 2024Q4: 111,376 shares; 2025Q1: 98,524 shares; 2025Q2: 72,782 shares; 2025Q3: 73,005 shares; 2025Q4: 62,230 shares 62,230 $366K <0.01% -10,775 Timeline MJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,528 shares; 2025Q2: 18,271 shares; 2025Q3: 15,774 shares; 2025Q4: 12,271 shares 12,271 $366K <0.01% -3,503 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 678 shares; 2025Q1: 895 shares; 2025Q2: 892 shares; 2025Q3: 835 shares; 2025Q4: 905 shares 905 $365K <0.01% +70 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,418 shares; 2024Q4: 7,037 shares; 2025Q1: 7,543 shares; 2025Q2: 9,540 shares; 2025Q3: 7,564 shares; 2025Q4: 4,497 shares 4,497 $365K <0.01% -3,067 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,901 shares; 2024Q4: 13,928 shares; 2025Q1: 13,957 shares; 2025Q2: 13,991 shares; 2025Q3: 14,021 shares; 2025Q4: 13,804 shares 13,804 $365K <0.01% -217 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 11,183 shares; 2025Q1: 11,020 shares; 2025Q2: 11,238 shares; 2025Q3: 7,383 shares; 2025Q4: 6,743 shares 6,743 $364K <0.01% -640 Timeline NURE NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 8,911 shares; 2025Q1: 9,025 shares; 2025Q2: 11,125 shares; 2025Q3: 12,818 shares; 2025Q4: 12,907 shares 12,907 $363K <0.01% +89 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,788 shares; 2024Q4: 14,715 shares; 2025Q1: 13,389 shares; 2025Q2: 13,169 shares; 2025Q3: 12,927 shares; 2025Q4: 12,011 shares 12,011 $363K <0.01% -916 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: not reported; 2025Q1: 4,524 shares; 2025Q2: 4,843 shares; 2025Q3: 16,584 shares; 2025Q4: 5,692 shares 5,692 $362K <0.01% -10,892 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,434 shares; 2024Q4: 99,496 shares; 2025Q1: 100,800 shares; 2025Q2: 102,203 shares; 2025Q3: 97,894 shares; 2025Q4: 94,073 shares 94,073 $361K <0.01% -3,821 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 8,635 shares; 2025Q1: 8,831 shares; 2025Q2: 7,169 shares; 2025Q3: 5,608 shares; 2025Q4: 4,274 shares 4,274 $361K <0.01% -1,334 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,843 shares; 2024Q4: 22,237 shares; 2025Q1: 21,460 shares; 2025Q2: 21,641 shares; 2025Q3: 21,574 shares; 2025Q4: 24,376 shares 24,376 $361K <0.01% +2,802 Timeline FSGS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,537 shares; 2025Q2: 12,772 shares; 2025Q3: 11,829 shares; 2025Q4: 11,857 shares 11,857 $361K <0.01% +28 Timeline IVA INVENTIVA SA More: the full row for INVENTIVA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,735 shares; 2024Q4: 41,999 shares; 2025Q1: 54,486 shares; 2025Q2: 54,317 shares; 2025Q3: 64,857 shares; 2025Q4: 77,561 shares 77,561 $361K <0.01% +12,704 Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,449 shares; 2025Q4: 9,473 shares 9,473 $360K <0.01% +4,024 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,196 shares; 2025Q2: 12,917 shares; 2025Q3: 34,578 shares; 2025Q4: 18,440 shares 18,440 $360K <0.01% -16,138 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,715 shares; 2024Q4: 140,175 shares; 2025Q1: 160,635 shares; 2025Q2: 167,987 shares; 2025Q3: 236,137 shares; 2025Q4: 246,655 shares 246,655 $360K <0.01% +10,518 Timeline GOOS CANADA GOOSE HLDGS INC More: the full row for CANADA GOOSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,077 shares; 2024Q4: 10,861 shares; 2025Q1: 10,591 shares; 2025Q2: 30,883 shares; 2025Q3: 29,775 shares; 2025Q4: 27,792 shares 27,792 $360K <0.01% -1,983 Timeline RBB RBB BANCORP More: the full row for RBB BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,144 shares; 2024Q4: 17,345 shares; 2025Q1: 17,347 shares; 2025Q2: 17,501 shares; 2025Q3: 17,503 shares; 2025Q4: 17,431 shares 17,431 $360K <0.01% -72 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,602 shares 24,602 $359K <0.01% new Timeline