A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 7,267 shares; 2025Q1: 9,474 shares; 2025Q2: 4,532 shares; 2025Q3: 5,280 shares; 2025Q4: 5,343 shares 5,343 $727K <0.01% +63 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,363 shares; 2025Q1: 1,936 shares; 2025Q2: 1,896 shares; 2025Q3: 2,003 shares; 2025Q4: 3,232 shares 3,232 $727K <0.01% +1,229 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 2,871 shares; 2025Q1: 2,711 shares; 2025Q2: 2,578 shares; 2025Q3: 2,569 shares; 2025Q4: 2,543 shares 2,543 $725K <0.01% -26 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,961 shares; 2024Q4: 24,009 shares; 2025Q1: 24,400 shares; 2025Q2: 22,637 shares; 2025Q3: 24,357 shares; 2025Q4: 24,046 shares 24,046 $722K <0.01% -311 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares 2,786 $720K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 2,572 shares; 2025Q1: 2,683 shares; 2025Q2: 2,934 shares; 2025Q3: 2,877 shares; 2025Q4: 2,963 shares 2,963 $720K <0.01% +86 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,379 shares; 2025Q1: 8,785 shares; 2025Q2: 8,017 shares; 2025Q3: 9,677 shares; 2025Q4: 13,062 shares 13,062 $719K <0.01% +3,385 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,922 shares; 2025Q2: 7,065 shares; 2025Q3: 7,065 shares; 2025Q4: 7,065 shares 7,065 $718K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV 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: 15,053 shares; 2025Q2: not reported; 2025Q3: 47,063 shares; 2025Q4: 45,702 shares 45,702 $714K <0.01% -1,361 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,584 shares; 2025Q1: 2,584 shares; 2025Q2: 2,584 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares 2,584 $713K <0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,260 shares; 2024Q4: 45,825 shares; 2025Q1: 68,284 shares; 2025Q2: 56,414 shares; 2025Q3: 80,095 shares; 2025Q4: 76,524 shares 76,524 $712K <0.01% -3,571 Timeline IYF 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: 3,953 shares; 2024Q4: 4,554 shares; 2025Q1: 4,642 shares; 2025Q2: 4,783 shares; 2025Q3: 4,925 shares; 2025Q4: 5,499 shares 5,499 $709K <0.01% +574 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,081 shares; 2025Q1: 5,015 shares; 2025Q2: 3,843 shares; 2025Q3: 3,839 shares; 2025Q4: 4,263 shares 4,263 $708K <0.01% +424 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 26,400 shares; 2025Q4: 26,400 shares 26,400 $703K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 2,383 shares; 2025Q1: 2,348 shares; 2025Q2: 5,913 shares; 2025Q3: 2,712 shares; 2025Q4: 2,507 shares 2,507 $700K <0.01% -205 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,289 shares; 2024Q4: 31,773 shares; 2025Q1: 25,074 shares; 2025Q2: 27,033 shares; 2025Q3: 28,303 shares; 2025Q4: 29,121 shares 29,121 $696K <0.01% +818 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,364 shares; 2025Q4: 22,811 shares 22,811 $695K <0.01% -1,553 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 304 shares; 2025Q3: 323 shares; 2025Q4: 323 shares 323 $693K <0.01% 0 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: 21,266 shares; 2024Q4: 19,842 shares; 2025Q1: 16,388 shares; 2025Q2: 32,104 shares; 2025Q3: 14,967 shares; 2025Q4: 14,520 shares 14,520 $691K <0.01% -447 Timeline ISCF 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: 16,120 shares; 2025Q4: 16,650 shares 16,650 $691K <0.01% +530 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 12,103 shares; 2025Q1: 11,870 shares; 2025Q2: 13,952 shares; 2025Q3: 14,549 shares; 2025Q4: 13,480 shares 13,480 $689K <0.01% -1,069 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,891 shares 34,891 $688K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969 shares; 2024Q4: 5,635 shares; 2025Q1: 2,827 shares; 2025Q2: 2,930 shares; 2025Q3: 3,072 shares; 2025Q4: 3,759 shares 3,759 $686K <0.01% +687 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,190 shares; 2024Q4: 41,398 shares; 2025Q1: 34,683 shares; 2025Q2: 23,152 shares; 2025Q3: 23,027 shares; 2025Q4: 16,648 shares 16,648 $685K <0.01% -6,379 Timeline PLYM PLYMOUTH INDUSTRIAL REIT INC More: the full row for PLYMOUTH INDUSTRIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,339 shares; 2024Q4: 57,956 shares; 2025Q1: 58,905 shares; 2025Q2: 59,937 shares; 2025Q3: 31,801 shares; 2025Q4: 31,282 shares 31,282 $684K <0.01% -519 Timeline EMB 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: 4,676 shares; 2025Q1: 6,927 shares; 2025Q2: 6,338 shares; 2025Q3: 6,806 shares; 2025Q4: 7,099 shares 7,099 $684K <0.01% +293 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,219 shares; 2024Q4: 19,870 shares; 2025Q1: 14,764 shares; 2025Q2: 14,124 shares; 2025Q3: 17,639 shares; 2025Q4: 16,628 shares 16,628 $683K <0.01% -1,011 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,168 shares; 2025Q1: 5,726 shares; 2025Q2: 5,111 shares; 2025Q3: 5,222 shares; 2025Q4: 5,027 shares 5,027 $680K <0.01% -195 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,310 shares; 2025Q1: 11,535 shares; 2025Q2: 17,875 shares; 2025Q3: 18,580 shares; 2025Q4: 22,295 shares 22,295 $680K <0.01% +3,715 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,737 shares; 2024Q4: 157,247 shares; 2025Q1: 108,872 shares; 2025Q2: 34,173 shares; 2025Q3: 15,452 shares; 2025Q4: 39,374 shares 39,374 $679K <0.01% +23,922 Timeline FLMI 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: 8,479 shares; 2025Q1: 14,354 shares; 2025Q2: 18,354 shares; 2025Q3: 27,229 shares; 2025Q4: 27,229 shares 27,229 $677K <0.01% 0 Timeline CWS 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: not reported; 2024Q4: 8,086 shares; 2025Q1: 8,214 shares; 2025Q2: 8,525 shares; 2025Q3: 8,775 shares; 2025Q4: 9,800 shares 9,800 $674K <0.01% +1,025 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,189 shares; 2025Q2: 34,342 shares; 2025Q3: 41,296 shares; 2025Q4: 11,474 shares 11,474 $673K <0.01% -29,822 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 3,480 shares; 2025Q1: 3,326 shares; 2025Q2: 3,252 shares; 2025Q3: 3,042 shares; 2025Q4: 3,267 shares 3,267 $671K <0.01% +225 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,049 shares; 2024Q4: 159,654 shares; 2025Q1: 154,649 shares; 2025Q2: 136,541 shares; 2025Q3: 128,724 shares; 2025Q4: 50,676 shares 50,676 $669K <0.01% -78,048 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,308 shares; 2025Q1: 2,424 shares; 2025Q2: 2,456 shares; 2025Q3: 2,090 shares; 2025Q4: 2,165 shares 2,165 $663K <0.01% +75 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 11,925 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,250 shares; 2025Q4: 7,350 shares 7,350 $656K <0.01% +100 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,957 shares; 2024Q4: 48,357 shares; 2025Q1: 48,255 shares; 2025Q2: 48,594 shares; 2025Q3: 47,011 shares; 2025Q4: 44,517 shares 44,517 $654K <0.01% -2,494 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,711 shares; 2025Q4: 6,357 shares 6,357 $654K <0.01% +1,646 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 4,849 shares; 2025Q1: 5,027 shares; 2025Q2: 4,995 shares; 2025Q3: 5,106 shares; 2025Q4: 5,151 shares 5,151 $652K <0.01% +45 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 19,628 shares; 2025Q1: 20,098 shares; 2025Q2: 23,227 shares; 2025Q3: 24,357 shares; 2025Q4: 28,343 shares 28,343 $652K <0.01% +3,986 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,768 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 5,004 shares 5,004 $652K <0.01% +3,109 Timeline FLRT 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: not reported; 2025Q2: not reported; 2025Q3: 14,184 shares; 2025Q4: 13,782 shares 13,782 $650K <0.01% -402 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,363 shares; 2025Q1: 6,295 shares; 2025Q2: 6,146 shares; 2025Q3: 6,491 shares; 2025Q4: 8,079 shares 8,079 $649K <0.01% +1,588 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 803 shares; 2025Q1: 933 shares; 2025Q2: 1,025 shares; 2025Q3: 1,029 shares; 2025Q4: 1,123 shares 1,123 $645K <0.01% +94 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,201 shares; 2025Q1: 3,949 shares; 2025Q2: 4,124 shares; 2025Q3: 4,184 shares; 2025Q4: 3,945 shares 3,945 $644K <0.01% -239 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,774 shares; 2025Q1: 3,754 shares; 2025Q2: 3,774 shares; 2025Q3: 3,774 shares; 2025Q4: 3,768 shares 3,768 $644K <0.01% -6 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,685 shares; 2025Q1: 3,755 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 3,682 shares 3,682 $641K <0.01% +3 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,565 shares; 2024Q4: 25,838 shares; 2025Q1: 25,476 shares; 2025Q2: 13,354 shares; 2025Q3: 14,090 shares; 2025Q4: 15,953 shares 15,953 $641K <0.01% +1,863 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 7,492 shares; 2025Q4: 7,314 shares 7,314 $638K <0.01% -178 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,037 shares; 2024Q4: 4,944 shares; 2025Q1: 4,676 shares; 2025Q2: 4,793 shares; 2025Q3: 4,871 shares; 2025Q4: 4,941 shares 4,941 $637K <0.01% +70 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,280 shares; 2024Q4: 34,218 shares; 2025Q1: 62,780 shares; 2025Q2: 45,294 shares; 2025Q3: 44,586 shares; 2025Q4: 16,001 shares 16,001 $637K <0.01% -28,585 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 12,000 shares; 2025Q1: 12,206 shares; 2025Q2: 21,613 shares; 2025Q3: 30,003 shares; 2025Q4: 29,411 shares 29,411 $634K <0.01% -592 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,740 shares; 2024Q4: 15,451 shares; 2025Q1: 24,303 shares; 2025Q2: 12,091 shares; 2025Q3: 17,841 shares; 2025Q4: 18,456 shares 18,456 $628K <0.01% +615 Timeline TFLO 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: 5,799 shares; 2024Q4: 7,903 shares; 2025Q1: 7,903 shares; 2025Q2: 7,846 shares; 2025Q3: 7,782 shares; 2025Q4: 12,397 shares 12,397 $626K <0.01% +4,615 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,470 shares 30,470 $625K <0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,354 shares; 2025Q2: 4,126 shares; 2025Q3: 4,158 shares; 2025Q4: 4,572 shares 4,572 $625K <0.01% +414 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 1,414 shares; 2025Q4: 3,744 shares 3,744 $623K <0.01% +2,330 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,084 shares; 2024Q4: 38,038 shares; 2025Q1: 40,488 shares; 2025Q2: 40,088 shares; 2025Q3: 40,288 shares; 2025Q4: 40,488 shares 40,488 $623K <0.01% +200 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 8,700 shares; 2025Q1: 10,200 shares; 2025Q2: 10,000 shares; 2025Q3: 9,700 shares; 2025Q4: 35,600 shares 35,600 $619K <0.01% +25,900 Timeline GHYG 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: 8,776 shares; 2024Q4: 9,221 shares; 2025Q1: 11,500 shares; 2025Q2: 12,130 shares; 2025Q3: 13,276 shares; 2025Q4: 13,320 shares 13,320 $614K <0.01% +44 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,846 shares; 2025Q1: 1,909 shares; 2025Q2: 1,697 shares; 2025Q3: 1,802 shares; 2025Q4: 1,817 shares 1,817 $614K <0.01% +15 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 9,082 shares; 2025Q1: 6,757 shares; 2025Q2: 5,232 shares; 2025Q3: 5,249 shares; 2025Q4: 4,479 shares 4,479 $611K <0.01% -770 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,162 shares 7,162 $611K <0.01% new 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: 43,420 shares; 2024Q4: 42,922 shares; 2025Q1: 42,784 shares; 2025Q2: 42,414 shares; 2025Q3: 41,459 shares; 2025Q4: 39,943 shares 39,943 $610K <0.01% -1,516 Timeline ARTY 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: 12,630 shares 12,630 $609K <0.01% new Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,969 shares; 2024Q4: 44,213 shares; 2025Q1: 7,905 shares; 2025Q2: 6,504 shares; 2025Q3: 5,515 shares; 2025Q4: 6,445 shares 6,445 $606K <0.01% +930 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,816 shares; 2025Q3: 16,867 shares; 2025Q4: 18,617 shares 18,617 $604K <0.01% +1,750 Timeline DFAE 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: 21,193 shares; 2024Q4: 13,178 shares; 2025Q1: 12,865 shares; 2025Q2: 15,493 shares; 2025Q3: 16,500 shares; 2025Q4: 18,554 shares 18,554 $604K <0.01% +2,054 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,552 shares; 2024Q4: 11,011 shares; 2025Q1: 16,377 shares; 2025Q2: 8,430 shares; 2025Q3: 8,356 shares; 2025Q4: 8,704 shares 8,704 $604K <0.01% +348 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,926 shares; 2024Q4: 19,673 shares; 2025Q1: 9,007 shares; 2025Q2: 8,132 shares; 2025Q3: 7,881 shares; 2025Q4: 7,778 shares 7,778 $603K <0.01% -103 Timeline LEMB 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: 9,455 shares; 2024Q4: 10,164 shares; 2025Q1: 12,723 shares; 2025Q2: 13,447 shares; 2025Q3: 14,385 shares; 2025Q4: 14,450 shares 14,450 $601K <0.01% +65 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 815 shares; 2025Q1: 801 shares; 2025Q2: 793 shares; 2025Q3: 774 shares; 2025Q4: 774 shares 774 $593K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,086 shares; 2025Q1: 2,937 shares; 2025Q2: 2,933 shares; 2025Q3: 2,922 shares; 2025Q4: 3,477 shares 3,477 $593K <0.01% +555 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,833 shares; 2024Q4: 7,370 shares; 2025Q1: 4,368 shares; 2025Q2: 4,439 shares; 2025Q3: 4,620 shares; 2025Q4: 4,451 shares 4,451 $590K <0.01% -169 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: 9,693 shares; 2024Q4: 9,827 shares; 2025Q1: 12,547 shares; 2025Q2: 13,292 shares; 2025Q3: 14,607 shares; 2025Q4: 14,567 shares 14,567 $588K <0.01% -40 Timeline FEP 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: 11,478 shares; 2024Q4: 10,460 shares; 2025Q1: 10,580 shares; 2025Q2: 10,465 shares; 2025Q3: 10,548 shares; 2025Q4: 10,930 shares 10,930 $588K <0.01% +382 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,463 shares; 2024Q4: 21,663 shares; 2025Q1: 20,288 shares; 2025Q2: 17,143 shares; 2025Q3: 14,703 shares; 2025Q4: 14,429 shares 14,429 $586K <0.01% -274 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: 7,233 shares; 2024Q4: 7,233 shares; 2025Q1: 7,233 shares; 2025Q2: 7,233 shares; 2025Q3: 7,233 shares; 2025Q4: 7,333 shares 7,333 $585K <0.01% +100 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 10,419 shares; 2025Q1: 9,863 shares; 2025Q2: 8,999 shares; 2025Q3: 8,404 shares; 2025Q4: 8,745 shares 8,745 $585K <0.01% +341 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 9,345 shares; 2025Q1: 12,183 shares; 2025Q2: 9,622 shares; 2025Q3: 9,223 shares; 2025Q4: 9,210 shares 9,210 $584K <0.01% -13 Timeline IJT 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: 14,051 shares; 2024Q4: 14,817 shares; 2025Q1: 2,595 shares; 2025Q2: 2,474 shares; 2025Q3: 2,416 shares; 2025Q4: 4,133 shares 4,133 $583K <0.01% +1,717 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,713 shares; 2024Q4: 13,855 shares; 2025Q1: 15,034 shares; 2025Q2: 14,760 shares; 2025Q3: 14,769 shares; 2025Q4: 15,194 shares 15,194 $583K <0.01% +425 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,814 shares 22,814 $581K <0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,485 shares; 2024Q4: 17,040 shares; 2025Q1: 13,878 shares; 2025Q2: 4,230 shares; 2025Q3: 13,009 shares; 2025Q4: 12,427 shares 12,427 $580K <0.01% -582 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 11,922 shares 11,922 $579K <0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,412 shares; 2024Q4: 8,413 shares; 2025Q1: 8,295 shares; 2025Q2: 8,296 shares; 2025Q3: 8,297 shares; 2025Q4: 8,451 shares 8,451 $577K <0.01% +154 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,476 shares; 2025Q3: 18,015 shares; 2025Q4: 17,956 shares 17,956 $577K <0.01% -59 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,024 shares; 2025Q4: 26,971 shares 26,971 $576K <0.01% -53 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,490 shares 2,490 $570K <0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,161 shares; 2025Q4: 1,357 shares 1,357 $570K <0.01% +196 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,643 shares; 2024Q4: 35,827 shares; 2025Q1: 44,453 shares; 2025Q2: 21,057 shares; 2025Q3: 21,350 shares; 2025Q4: 20,059 shares 20,059 $567K <0.01% -1,291 Timeline XJR 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: 12,429 shares; 2024Q4: 12,324 shares; 2025Q1: 11,531 shares; 2025Q2: 11,956 shares; 2025Q3: 12,637 shares; 2025Q4: 13,300 shares 13,300 $566K <0.01% +663 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,130 shares; 2024Q4: 24,195 shares; 2025Q1: 24,220 shares; 2025Q2: 24,720 shares; 2025Q3: 26,350 shares; 2025Q4: 29,458 shares 29,458 $566K <0.01% +3,108 Timeline CEMB 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: 10,547 shares; 2025Q2: 11,187 shares; 2025Q3: 12,224 shares; 2025Q4: 12,269 shares 12,269 $563K <0.01% +45 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 9,983 shares; 2025Q1: 5,077 shares; 2025Q2: 5,247 shares; 2025Q3: 4,942 shares; 2025Q4: 4,942 shares 4,942 $563K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 2,720 shares; 2025Q1: 2,767 shares; 2025Q2: 2,777 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares 2,873 $561K <0.01% 0 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,838 shares; 2025Q3: 18,197 shares; 2025Q4: 26,124 shares 26,124 $561K <0.01% +7,927 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,104 shares; 2024Q4: 17,728 shares; 2025Q1: 15,285 shares; 2025Q2: 15,285 shares; 2025Q3: 15,285 shares; 2025Q4: 15,145 shares 15,145 $560K <0.01% -140 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,253 shares; 2025Q1: 1,601 shares; 2025Q2: 1,738 shares; 2025Q3: 2,583 shares; 2025Q4: 2,599 shares 2,599 $558K <0.01% +16 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,970 shares; 2025Q4: 62,429 shares 62,429 $557K <0.01% +20,459 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,823 shares; 2024Q4: 6,902 shares; 2025Q1: 6,910 shares; 2025Q2: 4,907 shares; 2025Q3: 5,184 shares; 2025Q4: 11,490 shares 11,490 $557K <0.01% +6,306 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,443 shares; 2025Q1: 8,214 shares; 2025Q2: not reported; 2025Q3: 1,855 shares; 2025Q4: 4,625 shares 4,625 $557K <0.01% +2,770 Timeline DWX 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: 11,913 shares; 2024Q4: 11,798 shares; 2025Q1: 13,383 shares; 2025Q2: 13,383 shares; 2025Q3: 13,204 shares; 2025Q4: 12,666 shares 12,666 $556K <0.01% -538 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO 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: 160,779 shares 160,779 $556K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,005 shares; 2024Q4: 15,035 shares; 2025Q1: 15,759 shares; 2025Q2: 16,365 shares; 2025Q3: 16,310 shares; 2025Q4: 16,427 shares 16,427 $556K <0.01% +117 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,192 shares; 2025Q1: 7,192 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares 7,192 $556K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,404 shares; 2024Q4: 32,350 shares; 2025Q1: 9,460 shares; 2025Q2: 8,591 shares; 2025Q3: 6,982 shares; 2025Q4: 5,666 shares 5,666 $554K <0.01% -1,316 Timeline NULV 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: 14,544 shares; 2024Q4: 11,757 shares; 2025Q1: 11,606 shares; 2025Q2: 12,317 shares; 2025Q3: 12,317 shares; 2025Q4: 12,236 shares 12,236 $551K <0.01% -81 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 5,508 shares; 2025Q1: 5,484 shares; 2025Q2: 5,493 shares; 2025Q3: 6,261 shares; 2025Q4: 7,246 shares 7,246 $550K <0.01% +985 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,446 shares; 2025Q3: 2,447 shares; 2025Q4: 2,952 shares 2,952 $543K <0.01% +505 Timeline COWG 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: not reported; 2025Q2: 10,667 shares; 2025Q3: 17,295 shares; 2025Q4: 15,356 shares 15,356 $541K <0.01% -1,939 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,682 shares; 2025Q3: 2,801 shares; 2025Q4: 3,970 shares 3,970 $540K <0.01% +1,169 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,328 shares; 2025Q1: 3,883 shares; 2025Q2: 4,172 shares; 2025Q3: 5,474 shares; 2025Q4: 4,232 shares 4,232 $540K <0.01% -1,242 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares; 2025Q4: 1,455 shares 1,455 $536K <0.01% -406 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,600 shares; 2025Q4: 96,600 shares 96,600 $535K <0.01% +58,000 Timeline FLQL 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: 7,762 shares; 2024Q4: 8,016 shares; 2025Q1: 7,677 shares; 2025Q2: 7,677 shares; 2025Q3: 7,677 shares; 2025Q4: 7,677 shares 7,677 $532K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,972 shares; 2024Q4: 28,924 shares; 2025Q1: 41,612 shares; 2025Q2: 42,218 shares; 2025Q3: 14,717 shares; 2025Q4: 15,424 shares 15,424 $532K <0.01% +707 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: 41,400 shares; 2024Q4: 40,934 shares; 2025Q1: 40,651 shares; 2025Q2: 30,228 shares; 2025Q3: 30,184 shares; 2025Q4: 16,590 shares 16,590 $531K <0.01% -13,594 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 8,629 shares; 2025Q1: 8,938 shares; 2025Q2: 9,408 shares; 2025Q3: 10,080 shares; 2025Q4: 10,629 shares 10,629 $530K <0.01% +549 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,042 shares; 2025Q1: 4,515 shares; 2025Q2: 2,492 shares; 2025Q3: 4,399 shares; 2025Q4: 4,827 shares 4,827 $529K <0.01% +428 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 8,633 shares; 2025Q1: 8,607 shares; 2025Q2: 8,230 shares; 2025Q3: 8,741 shares; 2025Q4: 8,092 shares 8,092 $526K <0.01% -649 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,652 shares; 2025Q2: 3,041 shares; 2025Q3: 3,782 shares; 2025Q4: 6,774 shares 6,774 $524K <0.01% +2,992 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 295 shares; 2025Q1: 265 shares; 2025Q2: 284 shares; 2025Q3: 405 shares; 2025Q4: 394 shares 394 $524K <0.01% -11 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,144 shares; 2024Q4: 23,835 shares; 2025Q1: 25,152 shares; 2025Q2: 21,511 shares; 2025Q3: 21,850 shares; 2025Q4: 21,850 shares 21,850 $520K <0.01% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,683 shares; 2025Q1: not reported; 2025Q2: 6,365 shares; 2025Q3: 5,196 shares; 2025Q4: 12,244 shares 12,244 $520K <0.01% +7,048 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,826 shares 10,826 $520K <0.01% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 5,887 shares; 2025Q1: 6,056 shares; 2025Q2: 6,715 shares; 2025Q3: 6,239 shares; 2025Q4: 6,167 shares 6,167 $518K <0.01% -72 Timeline DFCF 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: 24,312 shares; 2024Q4: 22,452 shares; 2025Q1: 16,189 shares; 2025Q2: 12,224 shares; 2025Q3: 11,714 shares; 2025Q4: 12,164 shares 12,164 $518K <0.01% +450 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares 5,795 $517K <0.01% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,402 shares; 2024Q4: 27,829 shares; 2025Q1: 23,026 shares; 2025Q2: 22,694 shares; 2025Q3: 26,010 shares; 2025Q4: 26,138 shares 26,138 $516K <0.01% +128 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,283 shares; 2024Q4: 10,906 shares; 2025Q1: 11,207 shares; 2025Q2: 11,023 shares; 2025Q3: 8,320 shares; 2025Q4: 8,278 shares 8,278 $514K <0.01% -42 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 2,740 shares; 2025Q1: 2,682 shares; 2025Q2: 2,571 shares; 2025Q3: 2,468 shares; 2025Q4: 2,775 shares 2,775 $514K <0.01% +307 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,411 shares; 2025Q1: 5,025 shares; 2025Q2: 3,315 shares; 2025Q3: not reported; 2025Q4: 3,623 shares 3,623 $513K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 2,729 shares; 2025Q1: 2,610 shares; 2025Q2: 2,576 shares; 2025Q3: 3,119 shares; 2025Q4: 2,383 shares 2,383 $510K <0.01% -736 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,562 shares; 2025Q1: 5,343 shares; 2025Q2: 5,343 shares; 2025Q3: 5,343 shares; 2025Q4: 5,343 shares 5,343 $508K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,888 shares; 2024Q4: 9,229 shares; 2025Q1: 9,120 shares; 2025Q2: 8,037 shares; 2025Q3: 8,099 shares; 2025Q4: 7,935 shares 7,935 $506K <0.01% -164 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares 1,122 $503K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,985 shares; 2024Q4: 31,350 shares; 2025Q1: 31,495 shares; 2025Q2: 9,825 shares; 2025Q3: 10,675 shares; 2025Q4: 10,975 shares 10,975 $503K <0.01% +300 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,887 shares; 2024Q4: 25,271 shares; 2025Q1: 26,251 shares; 2025Q2: 29,433 shares; 2025Q3: 31,659 shares; 2025Q4: 27,986 shares 27,986 $503K <0.01% -3,673 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,558 shares; 2025Q1: 6,298 shares; 2025Q2: 6,242 shares; 2025Q3: 6,252 shares; 2025Q4: 5,822 shares 5,822 $503K <0.01% -430 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 373 shares; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 568 shares; 2025Q4: 554 shares 554 $502K <0.01% -14 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,439 shares; 2024Q4: 82,774 shares; 2025Q1: 65,453 shares; 2025Q2: 66,205 shares; 2025Q3: 67,026 shares; 2025Q4: 64,622 shares 64,622 $501K <0.01% -2,404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,668 shares; 2025Q4: 9,198 shares 9,198 $498K <0.01% +1,530 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,396 shares; 2025Q1: 3,702 shares; 2025Q2: 3,735 shares; 2025Q3: 3,464 shares; 2025Q4: 3,464 shares 3,464 $498K <0.01% 0 Timeline SYFI 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: 14,846 shares; 2024Q4: 44,676 shares; 2025Q1: 60,711 shares; 2025Q2: 13,851 shares; 2025Q3: 13,851 shares; 2025Q4: 13,851 shares 13,851 $498K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,480 shares; 2025Q1: 7,478 shares; 2025Q2: 6,789 shares; 2025Q3: 7,291 shares; 2025Q4: 6,270 shares 6,270 $497K <0.01% -1,021 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,820 shares; 2025Q1: 9,820 shares; 2025Q2: 9,902 shares; 2025Q3: 9,926 shares; 2025Q4: 10,719 shares 10,719 $496K <0.01% +793 Timeline ROBT 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: 4,915 shares; 2024Q4: 4,896 shares; 2025Q1: not reported; 2025Q2: 4,312 shares; 2025Q3: 9,548 shares; 2025Q4: 9,569 shares 9,569 $496K <0.01% +21 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,475 shares; 2024Q4: 69,603 shares; 2025Q1: 8,269 shares; 2025Q2: 8,261 shares; 2025Q3: 8,261 shares; 2025Q4: 8,261 shares 8,261 $496K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 20,822 shares; 2025Q3: 21,449 shares; 2025Q4: 34,659 shares 34,659 $491K <0.01% +13,210 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,128 shares; 2024Q4: 11,878 shares; 2025Q1: 12,203 shares; 2025Q2: 12,866 shares; 2025Q3: 13,006 shares; 2025Q4: 12,696 shares 12,696 $491K <0.01% -310 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 10,301 shares; 2025Q1: 10,039 shares; 2025Q2: 11,457 shares; 2025Q3: 11,330 shares; 2025Q4: 10,902 shares 10,902 $487K <0.01% -428 Timeline NULG 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: 5,639 shares; 2024Q4: 5,686 shares; 2025Q1: 5,137 shares; 2025Q2: 5,117 shares; 2025Q3: 5,027 shares; 2025Q4: 4,977 shares 4,977 $487K <0.01% -50 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,855 shares; 2025Q2: 1,885 shares; 2025Q3: 3,316 shares; 2025Q4: 3,914 shares 3,914 $485K <0.01% +598 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 1,690 shares; 2025Q3: 2,293 shares; 2025Q4: 2,330 shares 2,330 $483K <0.01% +37 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares 2,595 $482K <0.01% 0 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 15,693 shares; 2025Q1: 15,774 shares; 2025Q2: 12,379 shares; 2025Q3: 12,202 shares; 2025Q4: 10,754 shares 10,754 $480K <0.01% -1,448 Timeline VSGX 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: 7,011 shares; 2024Q4: 7,156 shares; 2025Q1: 6,269 shares; 2025Q2: 6,769 shares; 2025Q3: 6,769 shares; 2025Q4: 6,669 shares 6,669 $478K <0.01% -100 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 299 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 342 shares 342 $477K <0.01% -12 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares 1,832 $475K <0.01% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,958 shares; 2025Q1: 6,161 shares; 2025Q2: 6,384 shares; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares 5,869 $474K <0.01% 0 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,859 shares; 2025Q4: 9,286 shares 9,286 $474K <0.01% -3,573 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,356 shares; 2024Q4: 3,129 shares; 2025Q1: 3,128 shares; 2025Q2: 3,175 shares; 2025Q3: 2,921 shares; 2025Q4: 2,702 shares 2,702 $474K <0.01% -219 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 7,000 shares; 2025Q2: 7,672 shares; 2025Q3: 7,035 shares; 2025Q4: 7,065 shares 7,065 $473K <0.01% +30 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,737 shares; 2024Q4: 32,437 shares; 2025Q1: 30,946 shares; 2025Q2: 30,946 shares; 2025Q3: 30,946 shares; 2025Q4: 30,946 shares 30,946 $473K <0.01% 0 Timeline FJP 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: 6,069 shares; 2024Q4: 6,084 shares; 2025Q1: 6,712 shares; 2025Q2: 6,501 shares; 2025Q3: 6,661 shares; 2025Q4: 7,019 shares 7,019 $472K <0.01% +358 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,400 shares; 2024Q4: 110,900 shares; 2025Q1: 95,500 shares; 2025Q2: 86,500 shares; 2025Q3: 71,500 shares; 2025Q4: 69,500 shares 69,500 $471K <0.01% -2,000 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,450 shares; 2024Q4: 17,450 shares; 2025Q1: 16,700 shares; 2025Q2: 16,700 shares; 2025Q3: 16,700 shares; 2025Q4: 16,400 shares 16,400 $467K <0.01% -300 Timeline IEF 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: 3,709 shares; 2024Q4: 109,639 shares; 2025Q1: 147,503 shares; 2025Q2: 34,922 shares; 2025Q3: 4,866 shares; 2025Q4: 4,814 shares 4,814 $463K <0.01% -52 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,534 shares; 2025Q1: 6,788 shares; 2025Q2: 7,119 shares; 2025Q3: 10,874 shares; 2025Q4: 7,770 shares 7,770 $462K <0.01% -3,104 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,406 shares 6,406 $460K <0.01% new 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: 7,056 shares; 2024Q4: 6,766 shares; 2025Q1: 6,766 shares; 2025Q2: 6,766 shares; 2025Q3: 6,766 shares; 2025Q4: 6,666 shares 6,666 $458K <0.01% -100 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: 10,807 shares; 2024Q4: 10,807 shares; 2025Q1: 10,807 shares; 2025Q2: 9,970 shares; 2025Q3: 19,582 shares; 2025Q4: 19,582 shares 19,582 $458K <0.01% 0 Timeline EPI 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: not reported; 2025Q2: not reported; 2025Q3: 9,566 shares; 2025Q4: 9,838 shares 9,838 $455K <0.01% +272 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $455K <0.01% 0 Timeline IMCV 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: 3,197 shares; 2025Q3: 4,202 shares; 2025Q4: 5,522 shares 5,522 $455K <0.01% +1,320 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: 9,724 shares; 2024Q4: 9,558 shares; 2025Q1: 11,701 shares; 2025Q2: 11,205 shares; 2025Q3: 10,547 shares; 2025Q4: 10,483 shares 10,483 $454K <0.01% -64 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,332 shares; 2025Q4: 3,551 shares 3,551 $454K <0.01% +1,219 Timeline SCHA 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: 4,785 shares; 2024Q4: 9,546 shares; 2025Q1: 10,090 shares; 2025Q2: 10,966 shares; 2025Q3: 15,568 shares; 2025Q4: 15,888 shares 15,888 $452K <0.01% +320 Timeline VGSH 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: 8,059 shares; 2024Q4: 7,534 shares; 2025Q1: 8,121 shares; 2025Q2: 9,229 shares; 2025Q3: 7,759 shares; 2025Q4: 7,696 shares 7,696 $452K <0.01% -63 Timeline 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: 17,355 shares; 2024Q4: 17,355 shares; 2025Q1: 17,355 shares; 2025Q2: 17,355 shares; 2025Q3: 17,091 shares; 2025Q4: 17,091 shares 17,091 $452K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,021 shares; 2024Q4: 33,437 shares; 2025Q1: 33,517 shares; 2025Q2: 35,528 shares; 2025Q3: 39,046 shares; 2025Q4: 39,559 shares 39,559 $452K <0.01% +513 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,867 shares; 2025Q2: 11,184 shares; 2025Q3: 15,710 shares; 2025Q4: 8,707 shares 8,707 $451K <0.01% -7,003 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 4,525 shares; 2025Q2: 4,616 shares; 2025Q3: 4,616 shares; 2025Q4: 7,040 shares 7,040 $450K <0.01% +2,424 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: 41,447 shares; 2024Q4: 41,138 shares; 2025Q1: 41,252 shares; 2025Q2: 40,546 shares; 2025Q3: 42,098 shares; 2025Q4: 43,260 shares 43,260 $450K <0.01% +1,162 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,272 shares; 2025Q1: 49,097 shares; 2025Q2: 50,590 shares; 2025Q3: 29,234 shares; 2025Q4: 30,698 shares 30,698 $446K <0.01% +1,464 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,995 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,597 shares 3,597 $444K <0.01% +217 Timeline SMMD 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: 4,553 shares; 2024Q4: 4,496 shares; 2025Q1: 4,155 shares; 2025Q2: 4,560 shares; 2025Q3: 5,088 shares; 2025Q4: 5,842 shares 5,842 $438K <0.01% +754 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,525 shares; 2025Q3: 6,060 shares; 2025Q4: 7,860 shares 7,860 $436K <0.01% +1,800 Timeline PBDC 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: 9,715 shares; 2024Q4: 12,353 shares; 2025Q1: 13,791 shares; 2025Q2: 15,036 shares; 2025Q3: 15,036 shares; 2025Q4: 14,176 shares 14,176 $434K <0.01% -860 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,998 shares; 2025Q3: 7,934 shares; 2025Q4: 8,388 shares 8,388 $431K <0.01% +454 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,538 shares; 2025Q2: 20,590 shares; 2025Q3: 23,317 shares; 2025Q4: 29,399 shares 29,399 $431K <0.01% +6,082 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,199 shares; 2025Q4: 9,207 shares 9,207 $430K <0.01% +8 Timeline RSPT 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: 14,435 shares; 2024Q4: 15,713 shares; 2025Q1: 14,233 shares; 2025Q2: 9,655 shares; 2025Q3: 9,581 shares; 2025Q4: 9,456 shares 9,456 $430K <0.01% -125 Timeline INVESCO EXCH TRADED FD TR II 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: 9,466 shares; 2024Q4: 8,226 shares; 2025Q1: 8,204 shares; 2025Q2: 7,914 shares; 2025Q3: 7,814 shares; 2025Q4: 7,910 shares 7,910 $427K <0.01% +96 PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,126 shares; 2024Q4: 14,751 shares; 2025Q1: 15,126 shares; 2025Q2: 15,126 shares; 2025Q3: 15,126 shares; 2025Q4: 15,126 shares 15,126 $426K <0.01% 0 Timeline IYG 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: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 4,119 shares; 2025Q3: 4,119 shares; 2025Q4: 4,598 shares 4,598 $424K <0.01% +479 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,507 shares; 2025Q1: 2,501 shares; 2025Q2: 2,692 shares; 2025Q3: 2,601 shares; 2025Q4: 3,032 shares 3,032 $421K <0.01% +431 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,859 shares 31,859 $421K <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 753 shares; 2025Q1: 732 shares; 2025Q2: 609 shares; 2025Q3: 610 shares; 2025Q4: 544 shares 544 $420K <0.01% -66 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: 27,000 shares; 2024Q4: 29,929 shares; 2025Q1: 30,016 shares; 2025Q2: 31,109 shares; 2025Q3: 31,452 shares; 2025Q4: 18,194 shares 18,194 $420K <0.01% -13,258 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,477 shares; 2025Q1: 7,152 shares; 2025Q2: 7,324 shares; 2025Q3: 6,580 shares; 2025Q4: 5,627 shares 5,627 $418K <0.01% -953 Timeline EQWL 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: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 5,636 shares; 2025Q2: 3,533 shares; 2025Q3: 3,533 shares; 2025Q4: 3,533 shares 3,533 $417K <0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,692 shares; 2024Q4: 26,723 shares; 2025Q1: 26,168 shares; 2025Q2: 19,848 shares; 2025Q3: 11,429 shares; 2025Q4: 17,523 shares 17,523 $417K <0.01% +6,094 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: 8,355 shares; 2025Q4: 11,145 shares 11,145 $416K <0.01% +2,790 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,190 shares; 2025Q3: 3,590 shares; 2025Q4: 3,190 shares 3,190 $416K <0.01% -400 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 4,942 shares; 2025Q1: 4,668 shares; 2025Q2: 4,568 shares; 2025Q3: 4,504 shares; 2025Q4: 4,551 shares 4,551 $415K <0.01% +47 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,586 shares 2,586 $415K <0.01% new Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,154 shares; 2025Q1: 1,139 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,245 shares 1,245 $414K <0.01% +119 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: 4,018 shares; 2024Q4: 4,018 shares; 2025Q1: 3,979 shares; 2025Q2: 3,980 shares; 2025Q3: 4,318 shares; 2025Q4: 3,745 shares 3,745 $413K <0.01% -573 Timeline XBFZX BLACKROCK CA MUNI INC TR More: the full row for BLACKROCK CA MUNI INC 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: 34,199 shares; 2025Q2: 32,003 shares; 2025Q3: 32,779 shares; 2025Q4: 38,412 shares 38,412 $413K <0.01% +5,633 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,030 shares; 2025Q4: 8,755 shares 8,755 $412K <0.01% +3,725 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,632 shares; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,024 shares 2,024 $411K <0.01% 0 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: 8,924 shares; 2024Q4: 10,314 shares; 2025Q1: 9,956 shares; 2025Q2: 9,659 shares; 2025Q3: 9,589 shares; 2025Q4: 9,452 shares 9,452 $410K <0.01% -137 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,136 shares; 2024Q4: 31,844 shares; 2025Q1: 34,673 shares; 2025Q2: 40,919 shares; 2025Q3: 45,696 shares; 2025Q4: 43,116 shares 43,116 $409K <0.01% -2,580 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: 4,720 shares; 2025Q4: 4,603 shares 4,603 $408K <0.01% -117 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,781 shares; 2025Q2: 6,691 shares; 2025Q3: 7,908 shares; 2025Q4: 8,321 shares 8,321 $408K <0.01% +413 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 3,399 shares; 2025Q1: 4,113 shares; 2025Q2: 4,383 shares; 2025Q3: 4,773 shares; 2025Q4: 4,917 shares 4,917 $407K <0.01% +144 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 2,697 shares; 2025Q1: 3,287 shares; 2025Q2: 2,500 shares; 2025Q3: 2,775 shares; 2025Q4: 8,910 shares 8,910 $404K <0.01% +6,135 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 4,836 shares; 2025Q1: 4,907 shares; 2025Q2: 4,909 shares; 2025Q3: 4,909 shares; 2025Q4: 4,928 shares 4,928 $404K <0.01% +19 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 676 shares; 2025Q1: 658 shares; 2025Q2: 513 shares; 2025Q3: 782 shares; 2025Q4: 904 shares 904 $403K <0.01% +122 KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,951 shares; 2025Q1: 10,775 shares; 2025Q2: 9,895 shares; 2025Q3: 9,236 shares; 2025Q4: 8,848 shares 8,848 $403K <0.01% -388 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,879 shares; 2024Q4: 27,064 shares; 2025Q1: 25,064 shares; 2025Q2: 25,064 shares; 2025Q3: 25,064 shares; 2025Q4: 24,623 shares 24,623 $402K <0.01% -441 Timeline GSLC 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: 2,836 shares; 2024Q4: 2,836 shares; 2025Q1: 2,661 shares; 2025Q2: 2,870 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares 3,022 $400K <0.01% 0 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 5,853 shares; 2025Q3: 5,853 shares; 2025Q4: 5,853 shares 5,853 $400K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,455 shares; 2025Q1: 9,451 shares; 2025Q2: 6,522 shares; 2025Q3: 6,691 shares; 2025Q4: 6,197 shares 6,197 $399K <0.01% -494 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,682 shares; 2024Q4: 18,682 shares; 2025Q1: 6,582 shares; 2025Q2: 6,582 shares; 2025Q3: 6,582 shares; 2025Q4: 6,582 shares 6,582 $398K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 1,118 shares; 2025Q3: 2,034 shares; 2025Q4: 2,289 shares 2,289 $397K <0.01% +255 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,623 shares; 2025Q4: 74,623 shares 74,623 $397K <0.01% -5,000 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 52,869 shares; 2025Q1: 33,834 shares; 2025Q2: 8,646 shares; 2025Q3: 8,901 shares; 2025Q4: 9,511 shares 9,511 $393K <0.01% +610 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 13,643 shares; 2025Q1: 4,388 shares; 2025Q2: 4,388 shares; 2025Q3: 4,388 shares; 2025Q4: 7,747 shares 7,747 $392K <0.01% +3,359 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 4,448 shares; 2025Q1: 4,321 shares; 2025Q2: 4,002 shares; 2025Q3: 4,003 shares; 2025Q4: 3,705 shares 3,705 $388K <0.01% -298 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,356 shares 1,356 $386K <0.01% +4 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,585 shares; 2024Q4: 13,585 shares; 2025Q1: 13,585 shares; 2025Q2: 15,104 shares; 2025Q3: 15,104 shares; 2025Q4: 15,104 shares 15,104 $386K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,830 shares; 2024Q4: 24,712 shares; 2025Q1: 27,428 shares; 2025Q2: 38,380 shares; 2025Q3: 23,770 shares; 2025Q4: 20,182 shares 20,182 $386K <0.01% -3,588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,797 shares; 2025Q3: 1,860 shares; 2025Q4: 1,842 shares 1,842 $386K <0.01% -18 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: 13,227 shares; 2025Q1: 14,767 shares; 2025Q2: 13,963 shares; 2025Q3: 11,946 shares; 2025Q4: 1,816 shares 1,816 $385K <0.01% -10,130 Timeline FCAL 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: 4,269 shares; 2025Q3: 7,888 shares; 2025Q4: 7,788 shares 7,788 $384K <0.01% -100 Timeline IMCG 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: 2,562 shares; 2025Q3: 3,452 shares; 2025Q4: 4,792 shares 4,792 $383K <0.01% +1,340 Timeline SHYG 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: 10,334 shares; 2024Q4: 10,307 shares; 2025Q1: 10,527 shares; 2025Q2: 10,216 shares; 2025Q3: 10,216 shares; 2025Q4: 8,911 shares 8,911 $382K <0.01% -1,305 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 4,668 shares; 2025Q1: 5,071 shares; 2025Q2: 4,800 shares; 2025Q3: 4,241 shares; 2025Q4: 1,121 shares 1,121 $381K <0.01% -3,120 Timeline IYH 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: 5,053 shares; 2024Q4: 5,394 shares; 2025Q1: 5,345 shares; 2025Q2: 5,014 shares; 2025Q3: 5,162 shares; 2025Q4: 5,851 shares 5,851 $381K <0.01% +689 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: 9,557 shares; 2024Q4: 9,600 shares; 2025Q1: 6,262 shares; 2025Q2: 6,820 shares; 2025Q3: 6,822 shares; 2025Q4: 9,860 shares 9,860 $380K <0.01% +3,038 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,387 shares; 2025Q4: 3,655 shares 3,655 $379K <0.01% +268 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,895 shares 12,895 $378K <0.01% new Timeline IYR 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: 2,857 shares; 2024Q4: 3,144 shares; 2025Q1: 3,225 shares; 2025Q2: 3,580 shares; 2025Q3: 3,825 shares; 2025Q4: 4,013 shares 4,013 $377K <0.01% +188 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,568 shares; 2024Q4: 84,572 shares; 2025Q1: 30,633 shares; 2025Q2: 28,341 shares; 2025Q3: 28,167 shares; 2025Q4: 8,332 shares 8,332 $374K <0.01% -19,835 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 8,297 shares 8,297 $371K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,283 shares; 2025Q1: 1,932 shares; 2025Q2: 2,658 shares; 2025Q3: 2,753 shares; 2025Q4: 1,448 shares 1,448 $371K <0.01% -1,305 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 6,222 shares; 2025Q1: 4,867 shares; 2025Q2: 4,337 shares; 2025Q3: 4,137 shares; 2025Q4: 4,072 shares 4,072 $371K <0.01% -65 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 14,192 shares 14,192 $370K <0.01% new Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares 6,600 $368K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,021 shares; 2024Q4: 35,001 shares; 2025Q1: 35,001 shares; 2025Q2: 31,273 shares; 2025Q3: 31,242 shares; 2025Q4: 28,875 shares 28,875 $366K <0.01% -2,367 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,083 shares; 2024Q4: 15,883 shares; 2025Q1: 15,983 shares; 2025Q2: 15,505 shares; 2025Q3: 15,105 shares; 2025Q4: 13,421 shares 13,421 $365K <0.01% -1,684 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,061 shares; 2024Q4: 7,698 shares; 2025Q1: 8,237 shares; 2025Q2: 7,918 shares; 2025Q3: 6,978 shares; 2025Q4: 6,736 shares 6,736 $365K <0.01% -242 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,305 shares; 2024Q4: 30,091 shares; 2025Q1: 30,091 shares; 2025Q2: 30,091 shares; 2025Q3: 30,091 shares; 2025Q4: 30,091 shares 30,091 $362K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,412 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares 2,739 $361K <0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,029 shares; 2025Q1: 1,982 shares; 2025Q2: 2,046 shares; 2025Q3: 2,538 shares; 2025Q4: 2,842 shares 2,842 $360K <0.01% +304 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 13,365 shares; 2025Q1: 13,965 shares; 2025Q2: 12,850 shares; 2025Q3: 21,055 shares; 2025Q4: 31,695 shares 31,695 $358K <0.01% +10,640 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,501 shares 3,501 $357K <0.01% new Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 8,298 shares; 2025Q1: 6,895 shares; 2025Q2: 9,366 shares; 2025Q3: 7,972 shares; 2025Q4: 7,459 shares 7,459 $357K <0.01% -513 Timeline EEMV 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: 13,465 shares; 2024Q4: 10,632 shares; 2025Q1: 10,566 shares; 2025Q2: 10,636 shares; 2025Q3: 10,636 shares; 2025Q4: 5,549 shares 5,549 $355K <0.01% -5,087 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,068 shares; 2024Q4: 23,517 shares; 2025Q1: 23,461 shares; 2025Q2: 25,462 shares; 2025Q3: 34,777 shares; 2025Q4: 33,151 shares 33,151 $355K <0.01% -1,626 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 4,144 shares; 2025Q1: 4,104 shares; 2025Q2: 4,159 shares; 2025Q3: 4,561 shares; 2025Q4: 4,485 shares 4,485 $355K <0.01% -76 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 3,033 shares 3,033 $354K <0.01% +142 Timeline BIZD 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: 11,920 shares; 2025Q2: 11,820 shares; 2025Q3: 24,085 shares; 2025Q4: 24,891 shares 24,891 $353K <0.01% +806 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,442 shares 3,442 $353K <0.01% new Timeline YELP YELP INC More: the full row for YELP 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: 11,564 shares 11,564 $351K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,763 shares; 2024Q4: 22,610 shares; 2025Q1: 23,131 shares; 2025Q2: 20,463 shares; 2025Q3: 19,480 shares; 2025Q4: 28,098 shares 28,098 $350K <0.01% +8,618 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,228 shares; 2024Q4: 27,128 shares; 2025Q1: 27,128 shares; 2025Q2: 27,516 shares; 2025Q3: 27,778 shares; 2025Q4: 27,799 shares 27,799 $350K <0.01% +21 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,879 shares; 2025Q1: 9,212 shares; 2025Q2: 6,767 shares; 2025Q3: 5,692 shares; 2025Q4: 4,074 shares 4,074 $349K <0.01% -1,618 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares; 2025Q4: 6,445 shares 6,445 $344K <0.01% +2,200 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: not reported; 2025Q3: 1,668 shares; 2025Q4: 1,541 shares 1,541 $341K <0.01% -127 Timeline SCHF 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: 8,567 shares; 2024Q4: 12,930 shares; 2025Q1: 16,852 shares; 2025Q2: 16,472 shares; 2025Q3: 15,806 shares; 2025Q4: 14,040 shares 14,040 $338K <0.01% -1,766 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,628 shares; 2025Q3: 4,719 shares; 2025Q4: 6,666 shares 6,666 $337K <0.01% +1,947 Timeline IWY 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: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,205 shares 1,205 $334K <0.01% -289 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,993 shares; 2025Q2: 12,645 shares; 2025Q3: 10,645 shares; 2025Q4: 9,945 shares 9,945 $333K <0.01% -700 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,224 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares 3,132 $332K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 2,305 shares; 2025Q4: 2,327 shares 2,327 $331K <0.01% +22 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,465 shares; 2025Q4: 12,575 shares 12,575 $329K <0.01% -1,890 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 9,603 shares; 2025Q1: 9,746 shares; 2025Q2: 9,693 shares; 2025Q3: 9,649 shares; 2025Q4: 9,068 shares 9,068 $328K <0.01% -581 Timeline KSS KOHLS CORP More: the full row for KOHLS 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: 16,087 shares 16,087 $328K <0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,887 shares; 2025Q1: 5,824 shares; 2025Q2: 5,657 shares; 2025Q3: 6,291 shares; 2025Q4: 6,243 shares 6,243 $327K <0.01% -48 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,169 shares; 2024Q4: 18,475 shares; 2025Q1: 17,991 shares; 2025Q2: 20,079 shares; 2025Q3: 20,022 shares; 2025Q4: 22,708 shares 22,708 $326K <0.01% +2,686 Timeline LRGF 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: 4,649 shares 4,649 $325K <0.01% new Timeline SMMV 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: 7,511 shares; 2025Q3: 7,511 shares; 2025Q4: 7,491 shares 7,491 $325K <0.01% -20 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: not reported; 2024Q4: 14,232 shares; 2025Q1: 10,078 shares; 2025Q2: 11,838 shares; 2025Q3: 12,226 shares; 2025Q4: 21,198 shares 21,198 $324K <0.01% +8,972 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: 1,052 shares; 2025Q3: 1,284 shares; 2025Q4: 1,451 shares 1,451 $324K <0.01% +167 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 3,500 shares; 2025Q1: 6,428 shares; 2025Q2: 6,358 shares; 2025Q3: 5,516 shares; 2025Q4: 2,413 shares 2,413 $320K <0.01% -3,103 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: 6,937 shares; 2025Q3: 6,477 shares; 2025Q4: 6,706 shares 6,706 $320K <0.01% +229 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,156 shares; 2024Q4: 14,892 shares; 2025Q1: 14,684 shares; 2025Q2: 13,876 shares; 2025Q3: 12,574 shares; 2025Q4: 12,455 shares 12,455 $320K <0.01% -119 Timeline BSSX 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: 9,450 shares; 2025Q1: 9,650 shares; 2025Q2: 9,650 shares; 2025Q3: 10,700 shares; 2025Q4: 12,350 shares 12,350 $319K <0.01% +1,650 Timeline XMMO 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: 1,782 shares; 2024Q4: 1,767 shares; 2025Q1: 1,867 shares; 2025Q2: 2,393 shares; 2025Q3: 2,393 shares; 2025Q4: 2,293 shares 2,293 $317K <0.01% -100 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: 11,112 shares; 2024Q4: 11,274 shares; 2025Q1: 11,289 shares; 2025Q2: 10,803 shares; 2025Q3: 10,817 shares; 2025Q4: 9,006 shares 9,006 $316K <0.01% -1,811 Timeline OPBK OP BANCORP More: the full row for OP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,180 shares; 2024Q4: 27,987 shares; 2025Q1: 24,941 shares; 2025Q2: 24,373 shares; 2025Q3: 22,801 shares; 2025Q4: 22,307 shares 22,307 $315K <0.01% -494 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,187 shares; 2024Q4: 10,802 shares; 2025Q1: 9,847 shares; 2025Q2: 10,381 shares; 2025Q3: 8,739 shares; 2025Q4: 12,200 shares 12,200 $314K <0.01% +3,461 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,223 shares; 2025Q1: 1,216 shares; 2025Q2: 868 shares; 2025Q3: 873 shares; 2025Q4: 849 shares 849 $314K <0.01% -24 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,379 shares; 2025Q4: 5,971 shares 5,971 $313K <0.01% +592 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 7,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,999 shares 1,999 $312K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 4,471 shares; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 3,930 shares; 2025Q4: 4,071 shares 4,071 $312K <0.01% +141 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,813 shares; 2024Q4: 24,748 shares; 2025Q1: 24,748 shares; 2025Q2: 25,623 shares; 2025Q3: 24,748 shares; 2025Q4: 24,748 shares 24,748 $306K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 4,890 shares; 2025Q1: 4,865 shares; 2025Q2: 1,990 shares; 2025Q3: 1,640 shares; 2025Q4: 1,710 shares 1,710 $305K <0.01% +70 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: not reported; 2024Q4: not reported; 2025Q1: 5,330 shares; 2025Q2: 5,062 shares; 2025Q3: 6,948 shares; 2025Q4: 6,635 shares 6,635 $305K <0.01% -313 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,944 shares; 2025Q2: 6,981 shares; 2025Q3: 6,966 shares; 2025Q4: 7,069 shares 7,069 $304K <0.01% +103 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: 3,211 shares; 2024Q4: 3,211 shares; 2025Q1: 3,211 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares 2,516 $304K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 7,689 shares; 2025Q1: 7,978 shares; 2025Q2: 7,996 shares; 2025Q3: 8,631 shares; 2025Q4: 8,346 shares 8,346 $303K <0.01% -285 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,900 shares 11,900 $302K <0.01% new Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,229 shares; 2025Q1: 5,237 shares; 2025Q2: 5,033 shares; 2025Q3: 4,903 shares; 2025Q4: 4,826 shares 4,826 $301K <0.01% -77 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 6,681 shares; 2025Q1: 2,313 shares; 2025Q2: not reported; 2025Q3: 2,081 shares; 2025Q4: 1,870 shares 1,870 $301K <0.01% -211 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: 6,439 shares; 2024Q4: 6,384 shares; 2025Q1: 6,504 shares; 2025Q2: 6,006 shares; 2025Q3: 6,652 shares; 2025Q4: 6,652 shares 6,652 $300K <0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,520 shares; 2024Q4: 35,368 shares; 2025Q1: 27,560 shares; 2025Q2: 25,065 shares; 2025Q3: 23,764 shares; 2025Q4: 21,633 shares 21,633 $299K <0.01% -2,131 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 18,890 shares; 2025Q1: 18,824 shares; 2025Q2: 20,458 shares; 2025Q3: 46,757 shares; 2025Q4: 36,794 shares 36,794 $298K <0.01% -9,963 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 4,014 shares; 2025Q1: 4,794 shares; 2025Q2: 1,946 shares; 2025Q3: 1,391 shares; 2025Q4: 1,375 shares 1,375 $298K <0.01% -16 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,223 shares; 2025Q1: 7,425 shares; 2025Q2: 6,075 shares; 2025Q3: 5,300 shares; 2025Q4: 6,376 shares 6,376 $298K <0.01% +1,076 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,400 shares; 2025Q2: 9,200 shares; 2025Q3: 8,400 shares; 2025Q4: 11,800 shares 11,800 $297K <0.01% +3,400 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,903 shares; 2024Q4: 32,721 shares; 2025Q1: 34,740 shares; 2025Q2: 45,529 shares; 2025Q3: 52,360 shares; 2025Q4: 49,321 shares 49,321 $296K <0.01% -3,039 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,017 shares; 2024Q4: 20,901 shares; 2025Q1: 24,162 shares; 2025Q2: 22,932 shares; 2025Q3: 18,664 shares; 2025Q4: 16,666 shares 16,666 $295K <0.01% -1,998 Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,712 shares; 2024Q4: 21,730 shares; 2025Q1: 22,030 shares; 2025Q2: 21,783 shares; 2025Q3: 22,753 shares; 2025Q4: 22,427 shares 22,427 $294K <0.01% -326 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,480 shares; 2024Q4: 29,841 shares; 2025Q1: 29,297 shares; 2025Q2: 23,583 shares; 2025Q3: 23,070 shares; 2025Q4: 3,674 shares 3,674 $293K <0.01% -19,396 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 5,817 shares; 2025Q1: 5,717 shares; 2025Q2: 5,798 shares; 2025Q3: 5,813 shares; 2025Q4: 5,922 shares 5,922 $292K <0.01% +109 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 8,651 shares; 2025Q1: 8,676 shares; 2025Q2: 8,706 shares; 2025Q3: 8,735 shares; 2025Q4: 8,748 shares 8,748 $292K <0.01% +13 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,798 shares; 2025Q1: 3,802 shares; 2025Q2: 3,735 shares; 2025Q3: 4,004 shares; 2025Q4: 4,018 shares 4,018 $291K <0.01% +14 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 13,300 shares 13,300 $291K <0.01% -500 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 8,240 shares; 2025Q3: 9,992 shares; 2025Q4: 11,295 shares 11,295 $289K <0.01% +1,303 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,316 shares; 2025Q1: 1,257 shares; 2025Q2: 933 shares; 2025Q3: 1,796 shares; 2025Q4: 1,385 shares 1,385 $288K <0.01% -411 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,358 shares; 2025Q4: 6,715 shares 6,715 $288K <0.01% +1,357 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,078 shares; 2025Q1: 46,270 shares; 2025Q2: 39,594 shares; 2025Q3: 25,148 shares; 2025Q4: 24,591 shares 24,591 $287K <0.01% -557 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 8,402 shares; 2025Q1: 12,449 shares; 2025Q2: 13,100 shares; 2025Q3: 4,326 shares; 2025Q4: 5,420 shares 5,420 $287K <0.01% +1,094 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares 3,915 $286K <0.01% new Timeline FUTY 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: 23,018 shares; 2024Q4: not reported; 2025Q1: 3,946 shares; 2025Q2: 4,308 shares; 2025Q3: 5,332 shares; 2025Q4: 5,167 shares 5,167 $285K <0.01% -165 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,261 shares; 2024Q4: 15,891 shares; 2025Q1: 15,891 shares; 2025Q2: 12,561 shares; 2025Q3: 18,086 shares; 2025Q4: 22,791 shares 22,791 $284K <0.01% +4,705 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 17,511 shares; 2025Q1: 17,511 shares; 2025Q2: 18,011 shares; 2025Q3: 18,011 shares; 2025Q4: 18,411 shares 18,411 $282K <0.01% +400 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR 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: not reported; 2025Q2: 6,151 shares; 2025Q3: 5,215 shares; 2025Q4: 4,995 shares 4,995 $282K <0.01% -220 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 4,287 shares 4,287 $281K <0.01% new 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: 6,860 shares; 2024Q4: 6,860 shares; 2025Q1: 6,860 shares; 2025Q2: 6,860 shares; 2025Q3: 6,860 shares; 2025Q4: 6,860 shares 6,860 $279K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,192 shares; 2025Q4: 3,215 shares 3,215 $278K <0.01% +23 Timeline IYE 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: 4,493 shares; 2025Q1: not reported; 2025Q2: 5,785 shares; 2025Q3: 5,792 shares; 2025Q4: 5,840 shares 5,840 $278K <0.01% +48 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,723 shares; 2024Q4: 25,204 shares; 2025Q1: 31,517 shares; 2025Q2: 28,152 shares; 2025Q3: 23,766 shares; 2025Q4: 21,448 shares 21,448 $277K <0.01% -2,318 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,267 shares; 2025Q1: 7,159 shares; 2025Q2: 5,249 shares; 2025Q3: 3,876 shares; 2025Q4: 3,753 shares 3,753 $276K <0.01% -123 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,951 shares 4,951 $276K <0.01% new Timeline FRPT FRESHPET INC More: the full row for FRESHPET 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: 4,526 shares 4,526 $276K <0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 1,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,184 shares; 2025Q4: 2,168 shares 2,168 $275K <0.01% -16 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,925 shares 6,925 $274K <0.01% new Timeline SPDW 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: 8,941 shares; 2024Q4: 9,272 shares; 2025Q1: 6,979 shares; 2025Q2: 6,530 shares; 2025Q3: 6,146 shares; 2025Q4: 6,174 shares 6,174 $274K <0.01% +28 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,536 shares 1,536 $274K <0.01% -88 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares 2,700 $272K <0.01% new Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES 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: 22,310 shares; 2025Q4: 26,608 shares 26,608 $272K <0.01% +4,298 Timeline STIP 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: 2,639 shares 2,639 $270K <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,147 shares; 2024Q4: 126,820 shares; 2025Q1: 122,151 shares; 2025Q2: 71,903 shares; 2025Q3: 62,038 shares; 2025Q4: 37,544 shares 37,544 $269K <0.01% -24,494 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,042 shares; 2024Q4: 35,966 shares; 2025Q1: 32,422 shares; 2025Q2: 28,745 shares; 2025Q3: 26,895 shares; 2025Q4: 26,895 shares 26,895 $269K <0.01% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,372 shares; 2024Q4: 36,491 shares; 2025Q1: 37,112 shares; 2025Q2: 23,626 shares; 2025Q3: 26,228 shares; 2025Q4: 25,761 shares 25,761 $269K <0.01% -467 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,970 shares 4,970 $268K <0.01% new Timeline HFSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,540 shares 7,540 $268K <0.01% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 7,202 shares; 2025Q2: 6,966 shares; 2025Q3: 5,581 shares; 2025Q4: 5,791 shares 5,791 $267K <0.01% +210 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,096 shares 1,096 $266K <0.01% +12 Timeline AVLV 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: 3,300 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,500 shares 3,500 $265K <0.01% -300 Timeline GARP 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: 3,585 shares; 2025Q3: 3,950 shares; 2025Q4: 3,870 shares 3,870 $264K <0.01% -80 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,257 shares; 2024Q4: 13,814 shares; 2025Q1: 15,864 shares; 2025Q2: 15,164 shares; 2025Q3: 17,964 shares; 2025Q4: 18,364 shares 18,364 $263K <0.01% +400 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,256 shares; 2024Q4: 19,256 shares; 2025Q1: 19,256 shares; 2025Q2: 26,966 shares; 2025Q3: 27,697 shares; 2025Q4: 29,347 shares 29,347 $263K <0.01% +1,650 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V 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: 6,782 shares; 2025Q4: 6,782 shares 6,782 $260K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,812 shares; 2024Q4: 9,030 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,213 shares; 2025Q4: 6,243 shares 6,243 $260K <0.01% -970 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,758 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,552 shares 1,552 $259K <0.01% -200 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,638 shares; 2024Q4: 16,638 shares; 2025Q1: 16,638 shares; 2025Q2: 16,238 shares; 2025Q3: 19,623 shares; 2025Q4: 19,213 shares 19,213 $259K <0.01% -410 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: 8,438 shares; 2025Q2: 7,603 shares; 2025Q3: 4,196 shares; 2025Q4: 3,517 shares 3,517 $259K <0.01% -679 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,515 shares; 2025Q1: not reported; 2025Q2: 2,597 shares; 2025Q3: 2,874 shares; 2025Q4: 3,090 shares 3,090 $258K <0.01% +216 Timeline FNDX 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: 8,875 shares; 2025Q4: 9,442 shares 9,442 $257K <0.01% +567 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,549 shares; 2025Q4: 1,612 shares 1,612 $257K <0.01% +63 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 249 shares; 2025Q4: 275 shares 275 $257K <0.01% +26 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,550 shares; 2025Q1: not reported; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $255K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,083 shares; 2024Q4: 9,744 shares; 2025Q1: 13,277 shares; 2025Q2: 11,626 shares; 2025Q3: 6,438 shares; 2025Q4: 5,878 shares 5,878 $255K <0.01% -560 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,958 shares 8,958 $254K <0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: not reported; 2025Q2: 1,418 shares; 2025Q3: 1,393 shares; 2025Q4: 1,405 shares 1,405 $253K <0.01% +12 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 13,822 shares; 2025Q4: 11,432 shares 11,432 $253K <0.01% -2,390 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares 2,086 $253K <0.01% new Timeline SILJ 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: 13,526 shares; 2025Q2: 15,178 shares; 2025Q3: 9,420 shares; 2025Q4: 9,145 shares 9,145 $253K <0.01% -275 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 8,170 shares; 2025Q1: 7,877 shares; 2025Q2: 6,019 shares; 2025Q3: 3,742 shares; 2025Q4: 3,749 shares 3,749 $253K <0.01% +7 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,192 shares; 2024Q4: 80,834 shares; 2025Q1: 77,063 shares; 2025Q2: 11,645 shares; 2025Q3: not reported; 2025Q4: 8,768 shares 8,768 $253K <0.01% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares 1,590 $251K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 10,666 shares; 2025Q1: 4,295 shares; 2025Q2: 4,327 shares; 2025Q3: 4,518 shares; 2025Q4: 5,731 shares 5,731 $250K <0.01% +1,213 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: 6,312 shares; 2024Q4: 6,312 shares; 2025Q1: 6,312 shares; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares; 2025Q4: 6,312 shares 6,312 $248K <0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 1,553 shares 1,553 $247K <0.01% new Timeline FIIG 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: 13,750 shares; 2024Q4: not reported; 2025Q1: 10,575 shares; 2025Q2: 15,509 shares; 2025Q3: 12,009 shares; 2025Q4: 11,659 shares 11,659 $247K <0.01% -350 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,201 shares; 2025Q1: 5,201 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 1,452 shares 1,452 $246K <0.01% -3,298 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares 2,930 $245K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 3,768 shares 3,768 $244K <0.01% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $242K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,390 shares; 2025Q1: 1,387 shares; 2025Q2: 1,043 shares; 2025Q3: 1,031 shares; 2025Q4: 1,131 shares 1,131 $241K <0.01% +100 Timeline RIGS 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: 10,454 shares; 2025Q4: 10,454 shares 10,454 $241K <0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,304 shares; 2025Q4: 5,315 shares 5,315 $241K <0.01% +11 Timeline CXDO CREXENDO INC More: the full row for CREXENDO 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: 35,435 shares; 2025Q4: 37,152 shares 37,152 $240K <0.01% +1,717 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,101 shares; 2025Q3: 8,018 shares; 2025Q4: 8,018 shares 8,018 $240K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,497 shares; 2024Q4: 26,252 shares; 2025Q1: 25,752 shares; 2025Q2: 20,752 shares; 2025Q3: 20,552 shares; 2025Q4: 22,983 shares 22,983 $239K <0.01% +2,431 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: not reported; 2024Q4: 2,317 shares; 2025Q1: 2,270 shares; 2025Q2: 2,236 shares; 2025Q3: 2,158 shares; 2025Q4: 2,172 shares 2,172 $239K <0.01% +14 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & 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: 10,614 shares; 2025Q4: 9,072 shares 9,072 $239K <0.01% -1,542 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 866 shares 866 $238K <0.01% -11 Timeline VLTO VERALTO CORP More: the full row for VERALTO 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: 2,411 shares; 2025Q4: 2,379 shares 2,379 $237K <0.01% -32 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,752 shares; 2025Q1: 1,737 shares; 2025Q2: 1,180 shares; 2025Q3: 1,041 shares; 2025Q4: 936 shares 936 $237K <0.01% -105 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,087 shares; 2025Q1: not reported; 2025Q2: 3,266 shares; 2025Q3: 3,266 shares; 2025Q4: 5,158 shares 5,158 $237K <0.01% +1,892 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 700 shares; 2025Q4: 700 shares 700 $237K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,404 shares; 2025Q4: 2,388 shares 2,388 $236K <0.01% -16 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 1,925 shares; 2025Q3: 1,937 shares; 2025Q4: 1,968 shares 1,968 $236K <0.01% +31 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,810 shares 2,810 $235K <0.01% +762 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,231 shares; 2024Q4: 3,454 shares; 2025Q1: 2,996 shares; 2025Q2: 2,701 shares; 2025Q3: 2,254 shares; 2025Q4: 2,151 shares 2,151 $235K <0.01% -103 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 3,679 shares; 2025Q1: 3,554 shares; 2025Q2: 4,089 shares; 2025Q3: 4,089 shares; 2025Q4: 3,999 shares 3,999 $235K <0.01% -90 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: 8,891 shares; 2024Q4: 7,987 shares; 2025Q1: 7,987 shares; 2025Q2: 7,987 shares; 2025Q3: 7,922 shares; 2025Q4: 7,847 shares 7,847 $234K <0.01% -75 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,821 shares; 2024Q4: 31,060 shares; 2025Q1: 32,595 shares; 2025Q2: 14,945 shares; 2025Q3: 14,645 shares; 2025Q4: 13,922 shares 13,922 $233K <0.01% -723 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: not reported; 2025Q1: 2,935 shares; 2025Q2: 2,647 shares; 2025Q3: 2,862 shares; 2025Q4: 2,520 shares 2,520 $233K <0.01% -342 Timeline GCOW 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: 6,507 shares; 2024Q4: 6,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,641 shares 5,641 $233K <0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,889 shares; 2025Q3: 34,914 shares; 2025Q4: 3,340 shares 3,340 $232K <0.01% -31,574 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,112 shares; 2025Q2: 2,119 shares; 2025Q3: 1,323 shares; 2025Q4: 1,041 shares 1,041 $231K <0.01% -282 Timeline SPEM 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: 5,930 shares; 2024Q4: 5,744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,941 shares 4,941 $231K <0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 5,511 shares 5,511 $230K <0.01% new Timeline SCHE 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: 9,119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,223 shares; 2025Q4: 7,022 shares 7,022 $230K <0.01% -201 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,675 shares; 2025Q2: 12,211 shares; 2025Q3: 9,732 shares; 2025Q4: 9,569 shares 9,569 $230K <0.01% -163 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares 1,322 $229K <0.01% 0 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM 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: 10,210 shares; 2025Q4: 19,058 shares 19,058 $229K <0.01% +8,848 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 4,531 shares; 2025Q1: 4,531 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,348 shares 4,348 $228K <0.01% -283 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 3,066 shares 3,066 $228K <0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 1,480 shares 1,480 $227K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,150 shares 1,150 $226K <0.01% -100 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares 12,900 $226K <0.01% 0 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 3,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,198 shares; 2025Q4: 1,299 shares 1,299 $226K <0.01% +101 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,807 shares 9,807 $225K <0.01% new Timeline VIRC VIRCO MFG CO More: the full row for VIRCO MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,933 shares; 2024Q4: 76,400 shares; 2025Q1: 57,200 shares; 2025Q2: 32,200 shares; 2025Q3: 30,200 shares; 2025Q4: 35,100 shares 35,100 $224K <0.01% +4,900 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,775 shares; 2025Q3: 9,625 shares; 2025Q4: 2,580 shares 2,580 $224K <0.01% -7,045 Timeline SCWO 374WATER INC More: the full row for 374WATER 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: 109,294 shares 109,294 $223K <0.01% new Timeline ITT ITT INC More: the full row for ITT 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: 1,274 shares; 2025Q4: 1,282 shares 1,282 $223K <0.01% +8 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares 50 $222K <0.01% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,013 shares 3,013 $222K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,663 shares; 2025Q4: 2,400 shares 2,400 $221K <0.01% -263 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,550 shares 12,550 $220K <0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,432 shares; 2025Q3: 5,730 shares; 2025Q4: 3,063 shares 3,063 $219K <0.01% -2,667 Timeline INTF 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: 5,776 shares 5,776 $218K <0.01% new Timeline GVI 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: 2,539 shares; 2024Q4: 2,146 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares 2,022 $217K <0.01% 0 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,820 shares; 2025Q1: 1,783 shares; 2025Q2: 1,674 shares; 2025Q3: 1,649 shares; 2025Q4: 1,659 shares 1,659 $217K <0.01% +10 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 2,379 shares; 2025Q1: 2,255 shares; 2025Q2: 2,374 shares; 2025Q3: 2,216 shares; 2025Q4: 2,183 shares 2,183 $216K <0.01% -33 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 3,099 shares; 2025Q1: 4,880 shares; 2025Q2: 4,461 shares; 2025Q3: 4,438 shares; 2025Q4: 1,968 shares 1,968 $215K <0.01% -2,470 Timeline IOO 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: 1,693 shares 1,693 $214K <0.01% new Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,129 shares; 2024Q4: 10,254 shares; 2025Q1: 10,254 shares; 2025Q2: 10,754 shares; 2025Q3: 10,754 shares; 2025Q4: 10,754 shares 10,754 $214K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 387 shares; 2025Q4: 386 shares 386 $213K <0.01% -1 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 905 shares 905 $212K <0.01% -25 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,887 shares; 2025Q1: 4,912 shares; 2025Q2: 5,022 shares; 2025Q3: 2,637 shares; 2025Q4: 2,637 shares 2,637 $212K <0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,390 shares 3,390 $212K <0.01% new Timeline BSMT 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: 9,095 shares; 2024Q4: 9,095 shares; 2025Q1: 9,095 shares; 2025Q2: 9,020 shares; 2025Q3: 9,041 shares; 2025Q4: 9,121 shares 9,121 $211K <0.01% +80 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,654 shares; 2025Q1: 3,100 shares; 2025Q2: 2,855 shares; 2025Q3: not reported; 2025Q4: 1,885 shares 1,885 $211K <0.01% new Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: 14,389 shares; 2025Q1: 14,389 shares; 2025Q2: 13,003 shares; 2025Q3: 13,003 shares; 2025Q4: 13,003 shares 13,003 $210K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 340 shares 340 $206K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,567 shares; 2025Q4: 1,501 shares 1,501 $205K <0.01% -66 Timeline POWR 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: 14,248 shares; 2024Q4: 12,456 shares; 2025Q1: 9,437 shares; 2025Q2: 9,002 shares; 2025Q3: 8,438 shares; 2025Q4: 8,706 shares 8,706 $205K <0.01% +268 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: 9,218 shares; 2024Q4: 8,542 shares; 2025Q1: 9,842 shares; 2025Q2: not reported; 2025Q3: 8,433 shares; 2025Q4: 8,433 shares 8,433 $204K <0.01% 0 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,766 shares 2,766 $204K <0.01% new Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,637 shares; 2024Q4: 16,311 shares; 2025Q1: 18,051 shares; 2025Q2: 11,251 shares; 2025Q3: 16,314 shares; 2025Q4: 23,999 shares 23,999 $202K <0.01% +7,685 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 6,277 shares; 2025Q4: 7,008 shares 7,008 $202K <0.01% +731 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,263 shares 1,263 $201K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $200K <0.01% 0 Timeline ROKT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,354 shares 2,354 $200K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,948 shares; 2025Q4: 31,322 shares 31,322 $200K <0.01% +374 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,166 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,972 shares; 2025Q3: 16,991 shares; 2025Q4: 21,969 shares 21,969 $199K <0.01% +4,978 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM 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: 17,817 shares 17,817 $197K <0.01% new 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: 17,300 shares; 2024Q4: 17,300 shares; 2025Q1: 16,600 shares; 2025Q2: 16,600 shares; 2025Q3: 16,600 shares; 2025Q4: 16,600 shares 16,600 $197K <0.01% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,351 shares; 2025Q2: 14,475 shares; 2025Q3: 14,541 shares; 2025Q4: 14,751 shares 14,751 $194K <0.01% +210 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,149 shares; 2024Q4: 14,080 shares; 2025Q1: 15,078 shares; 2025Q2: 14,080 shares; 2025Q3: 14,398 shares; 2025Q4: 14,516 shares 14,516 $192K <0.01% +118 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: 21,919 shares; 2024Q4: 21,925 shares; 2025Q1: 21,931 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,946 shares 21,946 $185K <0.01% +946 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,845 shares; 2024Q4: 26,130 shares; 2025Q1: 26,243 shares; 2025Q2: 25,071 shares; 2025Q3: 24,707 shares; 2025Q4: 18,301 shares 18,301 $185K <0.01% -6,406 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,951 shares; 2024Q4: 17,551 shares; 2025Q1: 17,551 shares; 2025Q2: 17,551 shares; 2025Q3: 17,551 shares; 2025Q4: 17,051 shares 17,051 $183K <0.01% -500 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,221 shares 12,221 $183K <0.01% new Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,932 shares; 2024Q4: 30,063 shares; 2025Q1: 27,848 shares; 2025Q2: 22,064 shares; 2025Q3: 28,187 shares; 2025Q4: 22,976 shares 22,976 $180K <0.01% -5,211 Timeline FXN 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: 200,228 shares; 2024Q4: 190,316 shares; 2025Q1: 11,257 shares; 2025Q2: 11,290 shares; 2025Q3: 11,290 shares; 2025Q4: 10,910 shares 10,910 $180K <0.01% -380 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,096 shares; 2024Q4: 28,118 shares; 2025Q1: 13,128 shares; 2025Q2: 13,207 shares; 2025Q3: 10,738 shares; 2025Q4: 12,248 shares 12,248 $173K <0.01% +1,510 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,775 shares 10,775 $169K <0.01% new 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: 67,118 shares; 2024Q4: 66,231 shares; 2025Q1: 69,954 shares; 2025Q2: 71,739 shares; 2025Q3: 66,571 shares; 2025Q4: 13,473 shares 13,473 $167K <0.01% -53,098 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,352 shares 14,352 $166K <0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 15,847 shares; 2025Q1: 12,130 shares; 2025Q2: 10,926 shares; 2025Q3: 15,991 shares; 2025Q4: 14,268 shares 14,268 $166K <0.01% -1,723 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,445 shares; 2024Q4: 30,522 shares; 2025Q1: 29,605 shares; 2025Q2: 26,973 shares; 2025Q3: 28,791 shares; 2025Q4: 15,055 shares 15,055 $161K <0.01% -13,736 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares 18,500 $155K <0.01% 0 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 16,467 shares; 2025Q1: 16,935 shares; 2025Q2: 16,943 shares; 2025Q3: 16,950 shares; 2025Q4: 24,458 shares 24,458 $147K <0.01% +7,508 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: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares 17,500 $128K <0.01% 0 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,311 shares; 2024Q4: 11,360 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares; 2025Q3: 11,360 shares; 2025Q4: 11,360 shares 11,360 $127K <0.01% 0 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,364 shares; 2025Q4: 14,467 shares 14,467 $126K <0.01% +103 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,550 shares; 2025Q2: 22,550 shares; 2025Q3: 22,550 shares; 2025Q4: 22,550 shares 22,550 $126K <0.01% 0 Timeline TRAK REPOSITRAK INC More: the full row for REPOSITRAK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $124K <0.01% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 11,685 shares; 2025Q1: 12,541 shares; 2025Q2: not reported; 2025Q3: 10,020 shares; 2025Q4: 12,684 shares 12,684 $123K <0.01% +2,664 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,149 shares; 2024Q4: 15,149 shares; 2025Q1: 15,149 shares; 2025Q2: 15,149 shares; 2025Q3: 15,149 shares; 2025Q4: 11,930 shares 11,930 $122K <0.01% -3,219 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: 15,438 shares; 2024Q4: 15,438 shares; 2025Q1: 15,438 shares; 2025Q2: 15,438 shares; 2025Q3: 15,438 shares; 2025Q4: 22,241 shares 22,241 $118K <0.01% +6,803 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,110 shares; 2025Q4: 10,324 shares 10,324 $108K <0.01% +214 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER 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: 348,894 shares; 2025Q2: 22,675 shares; 2025Q3: not reported; 2025Q4: 11,195 shares 11,195 $105K <0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,814 shares; 2025Q1: 20,702 shares; 2025Q2: 16,051 shares; 2025Q3: 14,601 shares; 2025Q4: 10,471 shares 10,471 $104K <0.01% -4,130 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,866 shares; 2024Q4: 34,888 shares; 2025Q1: 33,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $96.5K <0.01% 0 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: 32,400 shares; 2024Q4: 24,350 shares; 2025Q1: 24,050 shares; 2025Q2: 22,050 shares; 2025Q3: 22,050 shares; 2025Q4: 22,050 shares 22,050 $96.1K <0.01% 0 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,779 shares; 2025Q1: 21,779 shares; 2025Q2: 21,779 shares; 2025Q3: 21,779 shares; 2025Q4: 21,779 shares 21,779 $95K <0.01% 0 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: 33,100 shares; 2025Q4: 43,680 shares 43,680 $87.4K <0.01% +10,580 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE 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: not reported; 2025Q2: not reported; 2025Q3: 14,445 shares; 2025Q4: 17,945 shares 17,945 $78.6K <0.01% +3,500 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,946 shares; 2024Q4: 18,639 shares; 2025Q1: 17,787 shares; 2025Q2: 18,327 shares; 2025Q3: 18,506 shares; 2025Q4: 18,506 shares 18,506 $77K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,758 shares; 2024Q4: 25,008 shares; 2025Q1: 19,408 shares; 2025Q2: 15,908 shares; 2025Q3: 14,908 shares; 2025Q4: 14,908 shares 14,908 $76.9K <0.01% 0 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,774 shares; 2024Q4: 22,574 shares; 2025Q1: 22,574 shares; 2025Q2: 22,374 shares; 2025Q3: 22,374 shares; 2025Q4: 12,637 shares 12,637 $71.8K <0.01% -9,737 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,275 shares; 2025Q3: 11,275 shares; 2025Q4: 11,275 shares 11,275 $69.3K <0.01% 0 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,195 shares; 2024Q4: 19,195 shares; 2025Q1: 19,195 shares; 2025Q2: 19,195 shares; 2025Q3: 19,195 shares; 2025Q4: 19,195 shares 19,195 $62K <0.01% 0 Timeline RPAY REPAY HLDGS CORP More: the full row for REPAY HLDGS 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: 17,310 shares; 2025Q3: 17,885 shares; 2025Q4: 10,611 shares 10,611 $38.7K <0.01% -7,274 Timeline COOK TRAEGER INC COM More: the full row for TRAEGER INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,200 shares; 2024Q4: 48,900 shares; 2025Q1: 48,900 shares; 2025Q2: 48,900 shares; 2025Q3: 45,900 shares; 2025Q4: 35,300 shares 35,300 $38.1K <0.01% -10,600 Timeline