INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 11,668 shares; 2025Q1: 9,745 shares; 2025Q2: 10,514 shares; 2025Q3: 17,576 shares; 2025Q4: 18,381 shares 18,381 $1.34M <0.01% +805 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,905 shares; 2025Q1: 10,027 shares; 2025Q2: 10,790 shares; 2025Q3: 9,194 shares; 2025Q4: 12,005 shares 12,005 $1.34M <0.01% +2,811 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: 8,448 shares; 2024Q4: 12,140 shares; 2025Q1: 12,345 shares; 2025Q2: 22,061 shares; 2025Q3: 14,005 shares; 2025Q4: 32,045 shares 32,045 $1.34M <0.01% +18,040 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 119,804 shares; 2025Q1: 118,131 shares; 2025Q2: 24,464 shares; 2025Q3: not reported; 2025Q4: 58,984 shares 58,984 $1.33M <0.01% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,661 shares; 2024Q4: 20,114 shares; 2025Q1: 9,983 shares; 2025Q2: 35,630 shares; 2025Q3: 36,442 shares; 2025Q4: 37,786 shares 37,786 $1.33M <0.01% +1,344 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,618 shares 58,618 $1.33M <0.01% new 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: 8,067 shares; 2025Q3: 11,663 shares; 2025Q4: 15,822 shares 15,822 $1.32M <0.01% +4,159 Timeline MOBX MOBIX LABS INC More: the full row for MOBIX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 1,642,857 shares; 2025Q2: 1,642,857 shares; 2025Q3: 1,642,857 shares; 2025Q4: 1,642,857 shares 1,642,857 $1.32M <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 2,126 shares; 2025Q1: 4,640 shares; 2025Q2: 2,361 shares; 2025Q3: 6,390 shares; 2025Q4: 6,337 shares 6,337 $1.32M <0.01% -53 Timeline HYMB 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: 10,738 shares; 2024Q4: 58,140 shares; 2025Q1: 56,776 shares; 2025Q2: 47,088 shares; 2025Q3: 50,521 shares; 2025Q4: 52,986 shares 52,986 $1.32M <0.01% +2,465 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 29,275 shares; 2025Q1: 32,690 shares; 2025Q2: 39,771 shares; 2025Q3: 226,201 shares; 2025Q4: 262,149 shares 262,149 $1.32M <0.01% +35,948 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: 18,426 shares; 2025Q1: 11,880 shares; 2025Q2: 26,363 shares; 2025Q3: 49,289 shares; 2025Q4: 74,472 shares 74,472 $1.32M <0.01% +25,183 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: 70,860 shares; 2024Q4: 71,281 shares; 2025Q1: 13,284 shares; 2025Q2: 18,367 shares; 2025Q3: 12,947 shares; 2025Q4: 20,701 shares 20,701 $1.32M <0.01% +7,754 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: 6,479 shares; 2024Q4: 8,583 shares; 2025Q1: 8,810 shares; 2025Q2: 13,301 shares; 2025Q3: 15,175 shares; 2025Q4: 20,221 shares 20,221 $1.32M <0.01% +5,046 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,712 shares 59,712 $1.31M <0.01% new 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: 6,929 shares; 2024Q4: 13,132 shares; 2025Q1: 8,786 shares; 2025Q2: 13,371 shares; 2025Q3: 8,784 shares; 2025Q4: 31,601 shares 31,601 $1.31M <0.01% +22,817 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY 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: 11,608 shares; 2025Q3: 10,481 shares; 2025Q4: 90,008 shares 90,008 $1.3M <0.01% +79,527 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,994 shares; 2025Q4: 61,676 shares 61,676 $1.3M <0.01% +51,682 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 23,865 shares; 2025Q1: 24,734 shares; 2025Q2: 29,074 shares; 2025Q3: 31,184 shares; 2025Q4: 37,597 shares 37,597 $1.3M <0.01% +6,413 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,733 shares; 2025Q3: 21,979 shares; 2025Q4: 34,048 shares 34,048 $1.3M <0.01% +12,069 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 8,508 shares; 2025Q1: 9,145 shares; 2025Q2: 9,571 shares; 2025Q3: 5,260 shares; 2025Q4: 30,475 shares 30,475 $1.3M <0.01% +25,215 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES 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: 4,194 shares; 2025Q3: not reported; 2025Q4: 21,444 shares 21,444 $1.3M <0.01% new Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,620 shares; 2024Q4: 47,580 shares; 2025Q1: 46,980 shares; 2025Q2: 46,980 shares; 2025Q3: 41,180 shares; 2025Q4: 38,580 shares 38,580 $1.3M <0.01% -2,600 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,404 shares; 2025Q4: 105,432 shares 105,432 $1.3M <0.01% +83,028 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,574 shares; 2024Q4: 45,547 shares; 2025Q1: 18,217 shares; 2025Q2: 38,285 shares; 2025Q3: 58,309 shares; 2025Q4: 36,772 shares 36,772 $1.29M <0.01% -21,537 Timeline GRID 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: 9,321 shares; 2025Q1: 9,716 shares; 2025Q2: 2,556 shares; 2025Q3: 5,654 shares; 2025Q4: 8,443 shares 8,443 $1.29M <0.01% +2,789 Timeline ACWV 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: 8,790 shares; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 3,158 shares; 2025Q3: 4,463 shares; 2025Q4: 10,843 shares 10,843 $1.29M <0.01% +6,380 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST 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: 17,247 shares; 2025Q3: 16,741 shares; 2025Q4: 153,036 shares 153,036 $1.28M <0.01% +136,295 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,269 shares; 2025Q1: 4,860 shares; 2025Q2: 8,009 shares; 2025Q3: 10,209 shares; 2025Q4: 31,289 shares 31,289 $1.27M <0.01% +21,080 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,655 shares; 2025Q1: 6,616 shares; 2025Q2: 10,764 shares; 2025Q3: 12,772 shares; 2025Q4: 21,136 shares 21,136 $1.27M <0.01% +8,364 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,759 shares 36,759 $1.27M <0.01% new Timeline EWN 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,155 shares 22,155 $1.26M <0.01% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,556 shares; 2024Q4: 22,855 shares; 2025Q1: 22,906 shares; 2025Q2: 18,216 shares; 2025Q3: 17,373 shares; 2025Q4: 17,633 shares 17,633 $1.25M <0.01% +260 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS 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: 17,697 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,963 shares 49,963 $1.25M <0.01% new Timeline INSM INSMED INC More: the full row for INSMED 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: 4,503 shares; 2025Q3: 4,536 shares; 2025Q4: 7,174 shares 7,174 $1.25M <0.01% +2,638 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: 40,242 shares; 2024Q4: 3,615 shares; 2025Q1: 3,974 shares; 2025Q2: 4,024 shares; 2025Q3: 3,873 shares; 2025Q4: 7,714 shares 7,714 $1.24M <0.01% +3,841 Timeline IFRA 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: 8,610 shares; 2025Q1: 17,850 shares; 2025Q2: 18,855 shares; 2025Q3: 19,333 shares; 2025Q4: 23,530 shares 23,530 $1.24M <0.01% +4,197 Timeline EWY 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: 9,125 shares; 2024Q4: 6,158 shares; 2025Q1: 4,936 shares; 2025Q2: 6,192 shares; 2025Q3: 6,217 shares; 2025Q4: 12,667 shares 12,667 $1.23M <0.01% +6,450 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,485 shares 29,485 $1.23M <0.01% new 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: 7,945 shares; 2024Q4: 8,109 shares; 2025Q1: 12,060 shares; 2025Q2: 12,066 shares; 2025Q3: 11,815 shares; 2025Q4: 12,917 shares 12,917 $1.23M <0.01% +1,102 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,019 shares; 2024Q4: 11,237 shares; 2025Q1: 11,277 shares; 2025Q2: 11,304 shares; 2025Q3: 12,457 shares; 2025Q4: 11,552 shares 11,552 $1.23M <0.01% -905 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 8,101 shares; 2025Q1: 12,621 shares; 2025Q2: not reported; 2025Q3: 24,626 shares; 2025Q4: 43,893 shares 43,893 $1.23M <0.01% +19,267 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,076 shares; 2024Q4: 8,426 shares; 2025Q1: 8,426 shares; 2025Q2: 8,911 shares; 2025Q3: 8,911 shares; 2025Q4: 9,407 shares 9,407 $1.22M <0.01% +496 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,088 shares; 2025Q3: 10,606 shares; 2025Q4: 17,632 shares 17,632 $1.22M <0.01% +7,026 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: 19,632 shares; 2024Q4: 23,653 shares; 2025Q1: 22,322 shares; 2025Q2: 25,811 shares; 2025Q3: 25,495 shares; 2025Q4: 31,582 shares 31,582 $1.22M <0.01% +6,087 Timeline IWL 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: 4,036 shares; 2025Q1: 3,376 shares; 2025Q2: 3,507 shares; 2025Q3: 5,765 shares; 2025Q4: 7,115 shares 7,115 $1.21M <0.01% +1,350 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: 16,899 shares; 2024Q4: 16,583 shares; 2025Q1: 16,534 shares; 2025Q2: 28,407 shares; 2025Q3: 25,116 shares; 2025Q4: 27,184 shares 27,184 $1.21M <0.01% +2,068 Timeline XVV 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: 14,453 shares; 2024Q4: 14,453 shares; 2025Q1: 34,266 shares; 2025Q2: 34,266 shares; 2025Q3: 19,074 shares; 2025Q4: 23,005 shares 23,005 $1.21M <0.01% +3,931 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: 11,491 shares; 2025Q3: 15,692 shares; 2025Q4: 56,398 shares 56,398 $1.21M <0.01% +40,706 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,134 shares; 2025Q1: not reported; 2025Q2: 20,128 shares; 2025Q3: not reported; 2025Q4: 20,400 shares 20,400 $1.21M <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: 6,482 shares; 2025Q1: 4,778 shares; 2025Q2: 4,954 shares; 2025Q3: 14,834 shares; 2025Q4: 16,390 shares 16,390 $1.21M <0.01% +1,556 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,733 shares 50,733 $1.21M <0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,922 shares; 2024Q4: 45,894 shares; 2025Q1: 45,057 shares; 2025Q2: 44,901 shares; 2025Q3: 33,506 shares; 2025Q4: 50,479 shares 50,479 $1.21M <0.01% +16,973 Timeline ILCG 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: 7,049 shares; 2024Q4: 7,899 shares; 2025Q1: 7,663 shares; 2025Q2: 7,899 shares; 2025Q3: 7,899 shares; 2025Q4: 11,599 shares 11,599 $1.21M <0.01% +3,700 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: 3,753 shares; 2024Q4: 5,876 shares; 2025Q1: 6,981 shares; 2025Q2: not reported; 2025Q3: 12,935 shares; 2025Q4: 16,221 shares 16,221 $1.2M <0.01% +3,286 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,494 shares; 2025Q1: 7,320 shares; 2025Q2: 6,995 shares; 2025Q3: 6,246 shares; 2025Q4: 6,753 shares 6,753 $1.2M <0.01% +507 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,840 shares; 2024Q4: 29,580 shares; 2025Q1: 29,130 shares; 2025Q2: 37,685 shares; 2025Q3: 37,685 shares; 2025Q4: 37,685 shares 37,685 $1.19M <0.01% 0 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: not reported; 2024Q4: 2,360 shares; 2025Q1: 7,186 shares; 2025Q2: 7,330 shares; 2025Q3: 4,728 shares; 2025Q4: 7,377 shares 7,377 $1.18M <0.01% +2,649 Timeline IGOV 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: 16,875 shares; 2025Q3: 25,147 shares; 2025Q4: 28,315 shares 28,315 $1.18M <0.01% +3,168 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,844 shares; 2024Q4: 21,531 shares; 2025Q1: 21,289 shares; 2025Q2: 22,386 shares; 2025Q3: 21,019 shares; 2025Q4: 24,570 shares 24,570 $1.17M <0.01% +3,551 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,910 shares; 2024Q4: 11,912 shares; 2025Q1: 9,484 shares; 2025Q2: 25,000 shares; 2025Q3: 24,932 shares; 2025Q4: 29,114 shares 29,114 $1.17M <0.01% +4,182 Timeline COWS 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: not reported; 2025Q2: 35,627 shares; 2025Q3: 35,456 shares; 2025Q4: 35,202 shares 35,202 $1.17M <0.01% -254 Timeline IWC 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: 3,841 shares; 2024Q4: 4,718 shares; 2025Q1: 5,036 shares; 2025Q2: 4,899 shares; 2025Q3: 7,086 shares; 2025Q4: 7,425 shares 7,425 $1.17M <0.01% +339 Timeline IDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,905 shares 70,905 $1.17M <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,231 shares; 2024Q4: 126,749 shares; 2025Q1: 19,515 shares; 2025Q2: 18,829 shares; 2025Q3: 17,256 shares; 2025Q4: 8,519 shares 8,519 $1.17M <0.01% -8,737 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,066 shares 102,066 $1.17M <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,633 shares; 2024Q4: 168,983 shares; 2025Q1: 163,422 shares; 2025Q2: 14,914 shares; 2025Q3: 11,389 shares; 2025Q4: 21,143 shares 21,143 $1.17M <0.01% +9,754 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 1,473 shares; 2025Q1: 1,430 shares; 2025Q2: 1,462 shares; 2025Q3: 521 shares; 2025Q4: 2,568 shares 2,568 $1.17M <0.01% +2,047 Timeline ETSY INC ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,260,000 shares 1,260,000 $1.16M <0.01% new RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 10,782 shares; 2025Q4: 16,090 shares 16,090 $1.16M <0.01% +5,308 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,317 shares 29,317 $1.15M <0.01% new Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 50,451 shares 50,451 $1.15M <0.01% new Timeline SEG SEAPORT ENTMT GROUP INC More: the full row for SEAPORT ENTMT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,952 shares; 2025Q2: 50,123 shares; 2025Q3: 50,000 shares; 2025Q4: 50,078 shares 50,078 $1.15M <0.01% +78 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: 9,108 shares; 2025Q1: 6,989 shares; 2025Q2: 5,933 shares; 2025Q3: 5,355 shares; 2025Q4: 16,497 shares 16,497 $1.15M <0.01% +11,142 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,209 shares; 2024Q4: 38,298 shares; 2025Q1: 32,175 shares; 2025Q2: 36,230 shares; 2025Q3: 33,418 shares; 2025Q4: 48,171 shares 48,171 $1.15M <0.01% +14,753 Timeline EWM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,755 shares 41,755 $1.14M <0.01% new 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: 25,304 shares; 2024Q4: 26,682 shares; 2025Q1: 27,161 shares; 2025Q2: 27,182 shares; 2025Q3: 26,826 shares; 2025Q4: 26,362 shares 26,362 $1.14M <0.01% -464 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: not reported; 2024Q4: not reported; 2025Q1: 7,088 shares; 2025Q2: not reported; 2025Q3: 10,162 shares; 2025Q4: 25,545 shares 25,545 $1.14M <0.01% +15,383 Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS 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: 182,843 shares; 2025Q4: 183,074 shares 183,074 $1.14M <0.01% +231 Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,496 shares; 2024Q4: 92,872 shares; 2025Q1: 92,337 shares; 2025Q2: 93,832 shares; 2025Q3: not reported; 2025Q4: 88,181 shares 88,181 $1.14M <0.01% new 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: 17,564 shares; 2024Q4: 17,591 shares; 2025Q1: 55,075 shares; 2025Q2: 55,168 shares; 2025Q3: 36,417 shares; 2025Q4: 52,090 shares 52,090 $1.14M <0.01% +15,673 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,040 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,534 shares; 2025Q4: 17,404 shares 17,404 $1.14M <0.01% -138,130 Timeline JAMF JAMF HOLDING CORP More: the full row for JAMF HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,446 shares 87,446 $1.14M <0.01% new Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,303 shares; 2025Q4: 14,364 shares 14,364 $1.13M <0.01% +61 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 6,217 shares; 2025Q1: 7,028 shares; 2025Q2: 5,475 shares; 2025Q3: 3,974 shares; 2025Q4: 11,694 shares 11,694 $1.13M <0.01% +7,720 Timeline MLRG 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: 3,528 shares; 2024Q4: 3,528 shares; 2025Q1: 3,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,859 shares 11,859 $1.12M <0.01% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,263 shares; 2025Q1: 40,511 shares; 2025Q2: 40,814 shares; 2025Q3: 40,596 shares; 2025Q4: 41,556 shares 41,556 $1.12M <0.01% +960 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 2,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,915 shares 51,915 $1.12M <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,427 shares; 2025Q1: 1,165 shares; 2025Q2: 1,124 shares; 2025Q3: 1,404 shares; 2025Q4: 3,706 shares 3,706 $1.12M <0.01% +2,302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,075 shares 44,075 $1.12M <0.01% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 2,959 shares; 2025Q1: 3,287 shares; 2025Q2: 3,335 shares; 2025Q3: 2,515 shares; 2025Q4: 11,219 shares 11,219 $1.11M <0.01% +8,704 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,795 shares; 2025Q2: 15,738 shares; 2025Q3: 14,780 shares; 2025Q4: 23,271 shares 23,271 $1.11M <0.01% +8,491 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,915 shares; 2025Q1: 16,151 shares; 2025Q2: 17,894 shares; 2025Q3: 18,622 shares; 2025Q4: 18,515 shares 18,515 $1.11M <0.01% -107 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,071 shares; 2024Q4: 52,751 shares; 2025Q1: not reported; 2025Q2: 47,398 shares; 2025Q3: 85,753 shares; 2025Q4: 45,792 shares 45,792 $1.1M <0.01% -39,961 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,335 shares; 2024Q4: 123,966 shares; 2025Q1: 124,137 shares; 2025Q2: 120,573 shares; 2025Q3: 111,623 shares; 2025Q4: 110,173 shares 110,173 $1.1M <0.01% -1,450 Timeline QTEC 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: 5,035 shares; 2024Q4: 1,175 shares; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 3,692 shares; 2025Q4: 4,775 shares 4,775 $1.1M <0.01% +1,083 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,321 shares; 2024Q4: 22,693 shares; 2025Q1: 51,966 shares; 2025Q2: 84,168 shares; 2025Q3: 68,150 shares; 2025Q4: 150,025 shares 150,025 $1.1M <0.01% +81,875 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,100 shares; 2024Q4: 27,590 shares; 2025Q1: 25,809 shares; 2025Q2: 24,487 shares; 2025Q3: 26,397 shares; 2025Q4: 23,330 shares 23,330 $1.1M <0.01% -3,067 Timeline PYLD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,913 shares; 2025Q4: 41,043 shares 41,043 $1.1M <0.01% +31,130 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,619 shares; 2024Q4: 71,354 shares; 2025Q1: 40,543 shares; 2025Q2: 68,414 shares; 2025Q3: 98,344 shares; 2025Q4: 116,685 shares 116,685 $1.1M <0.01% +18,341 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,711 shares; 2024Q4: 69,850 shares; 2025Q1: 70,042 shares; 2025Q2: 80,197 shares; 2025Q3: 107,933 shares; 2025Q4: 141,769 shares 141,769 $1.09M <0.01% +33,836 Timeline DWM 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: 4,911 shares; 2025Q1: 4,874 shares; 2025Q2: 4,874 shares; 2025Q3: 15,817 shares; 2025Q4: 15,887 shares 15,887 $1.09M <0.01% +70 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 34,414 shares; 2025Q3: 36,420 shares; 2025Q4: 40,202 shares 40,202 $1.09M <0.01% +3,782 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,948 shares; 2024Q4: 21,265 shares; 2025Q1: 16,809 shares; 2025Q2: 17,419 shares; 2025Q3: 14,573 shares; 2025Q4: 17,979 shares 17,979 $1.09M <0.01% +3,406 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,422 shares; 2025Q3: 12,531 shares; 2025Q4: 45,172 shares 45,172 $1.09M <0.01% +32,641 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 4,813 shares; 2025Q1: 3,974 shares; 2025Q2: 4,365 shares; 2025Q3: 41,254 shares; 2025Q4: 5,396 shares 5,396 $1.08M <0.01% -35,858 Timeline SDG 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: 7,298 shares; 2025Q2: 13,054 shares; 2025Q3: 12,857 shares; 2025Q4: 12,857 shares 12,857 $1.08M <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL 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: 13,676 shares; 2025Q2: 13,519 shares; 2025Q3: not reported; 2025Q4: 54,573 shares 54,573 $1.08M <0.01% new Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,500 shares; 2024Q4: 100,500 shares; 2025Q1: 100,000 shares; 2025Q2: 100,500 shares; 2025Q3: 135,500 shares; 2025Q4: 137,500 shares 137,500 $1.08M <0.01% +2,000 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: 7,067 shares; 2024Q4: 23,705 shares; 2025Q1: 19,180 shares; 2025Q2: 19,135 shares; 2025Q3: 18,303 shares; 2025Q4: 22,208 shares 22,208 $1.07M <0.01% +3,905 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,402 shares; 2024Q4: 21,818 shares; 2025Q1: 16,803 shares; 2025Q2: 13,568 shares; 2025Q3: 11,346 shares; 2025Q4: 16,034 shares 16,034 $1.07M <0.01% +4,688 Timeline HACK 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: 9,226 shares; 2024Q4: 11,025 shares; 2025Q1: 10,356 shares; 2025Q2: 9,510 shares; 2025Q3: 9,539 shares; 2025Q4: 12,839 shares 12,839 $1.07M <0.01% +3,300 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,196 shares 55,196 $1.07M <0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,025 shares; 2025Q1: 4,015 shares; 2025Q2: 4,215 shares; 2025Q3: 6,005 shares; 2025Q4: 6,486 shares 6,486 $1.06M <0.01% +481 Timeline SPMO 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: not reported; 2025Q3: not reported; 2025Q4: 8,875 shares 8,875 $1.06M <0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 27,979 shares 27,979 $1.06M <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,060 shares; 2025Q2: 1,923 shares; 2025Q3: 3,904 shares; 2025Q4: 4,177 shares 4,177 $1.05M <0.01% +273 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,328 shares; 2025Q1: 18,202 shares; 2025Q2: 17,546 shares; 2025Q3: 30,955 shares; 2025Q4: 39,598 shares 39,598 $1.05M <0.01% +8,643 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,242 shares; 2025Q2: 4,246 shares; 2025Q3: 4,248 shares; 2025Q4: 14,708 shares 14,708 $1.05M <0.01% +10,460 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,087 shares; 2025Q1: 22,584 shares; 2025Q2: 24,760 shares; 2025Q3: 20,032 shares; 2025Q4: 27,989 shares 27,989 $1.05M <0.01% +7,957 Timeline XSD 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: 1,953 shares; 2025Q1: 3,169 shares; 2025Q2: 3,420 shares; 2025Q3: 1,674 shares; 2025Q4: 3,243 shares 3,243 $1.04M <0.01% +1,569 Timeline AOA 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: 8,722 shares; 2025Q1: 8,722 shares; 2025Q2: 11,972 shares; 2025Q3: 11,972 shares; 2025Q4: 11,639 shares 11,639 $1.04M <0.01% -333 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,773 shares; 2025Q3: 29,001 shares; 2025Q4: 32,040 shares 32,040 $1.04M <0.01% +3,039 Timeline AMAZON COM INC AMAZON COM INC More: the full row for AMAZON COM 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: 4,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $1.04M <0.01% new HROW HARROW INC More: the full row for HARROW 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: 21,154 shares 21,154 $1.04M <0.01% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 93,694 shares 93,694 $1.03M <0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 6,026 shares; 2025Q2: 6,551 shares; 2025Q3: 6,836 shares; 2025Q4: 8,148 shares 8,148 $1.02M <0.01% +1,312 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 7,401 shares; 2025Q1: 7,399 shares; 2025Q2: 3,350 shares; 2025Q3: 9,731 shares; 2025Q4: 11,295 shares 11,295 $1.02M <0.01% +1,564 Timeline URTH 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: 4,577 shares; 2025Q1: 4,587 shares; 2025Q2: 4,598 shares; 2025Q3: 4,598 shares; 2025Q4: 5,498 shares 5,498 $1.02M <0.01% +900 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,513 shares; 2025Q1: 9,511 shares; 2025Q2: 6,979 shares; 2025Q3: 8,159 shares; 2025Q4: 13,386 shares 13,386 $1.02M <0.01% +5,227 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: not reported; 2025Q2: 1,637 shares; 2025Q3: not reported; 2025Q4: 8,200 shares 8,200 $1.02M <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 17,765 shares 17,765 $1.01M <0.01% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,200 shares; 2024Q4: 29,301 shares; 2025Q1: 29,297 shares; 2025Q2: 29,428 shares; 2025Q3: 27,155 shares; 2025Q4: 28,308 shares 28,308 $1.01M <0.01% +1,153 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,994 shares; 2024Q4: 21,976 shares; 2025Q1: 22,154 shares; 2025Q2: 42,837 shares; 2025Q3: 39,736 shares; 2025Q4: 56,937 shares 56,937 $1.01M <0.01% +17,201 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 4,892 shares; 2025Q1: 5,944 shares; 2025Q2: 5,853 shares; 2025Q3: 6,332 shares; 2025Q4: 7,079 shares 7,079 $1M <0.01% +747 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 27,907 shares; 2025Q1: 22,462 shares; 2025Q2: 21,797 shares; 2025Q3: not reported; 2025Q4: 19,463 shares 19,463 $998K <0.01% new Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,552 shares; 2025Q3: 24,300 shares; 2025Q4: 49,403 shares 49,403 $992K <0.01% +25,103 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,527 shares; 2025Q1: 3,931 shares; 2025Q2: 2,049 shares; 2025Q3: 3,791 shares; 2025Q4: 5,513 shares 5,513 $992K <0.01% +1,722 Timeline JMM NUVEEN MULTI-MKT INCOME FD I More: the full row for NUVEEN MULTI-MKT INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163,764 shares 163,764 $989K <0.01% new 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: 32,919 shares; 2025Q4: 34,303 shares 34,303 $987K <0.01% +1,384 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 12,161 shares; 2025Q1: 19,438 shares; 2025Q2: 19,145 shares; 2025Q3: 18,994 shares; 2025Q4: 30,024 shares 30,024 $985K <0.01% +11,030 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,113 shares; 2025Q1: 21,985 shares; 2025Q2: 22,047 shares; 2025Q3: 24,299 shares; 2025Q4: 23,373 shares 23,373 $978K <0.01% -926 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,999 shares; 2025Q3: 2,769 shares; 2025Q4: 7,822 shares 7,822 $971K <0.01% +5,053 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,183 shares; 2024Q4: not reported; 2025Q1: 966 shares; 2025Q2: 10,904 shares; 2025Q3: 42,629 shares; 2025Q4: 3,804 shares 3,804 $971K <0.01% -38,825 Timeline PRVS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,654 shares 34,654 $971K <0.01% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,247 shares; 2025Q1: 5,329 shares; 2025Q2: 4,805 shares; 2025Q3: 10,184 shares; 2025Q4: 10,856 shares 10,856 $969K <0.01% +672 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,875 shares 54,875 $968K <0.01% new Timeline AVBH AVIDBANK HLDGS INC More: the full row for AVIDBANK 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: 43,362 shares; 2025Q4: 36,362 shares 36,362 $966K <0.01% -7,000 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,856 shares; 2024Q4: 20,494 shares; 2025Q1: 18,934 shares; 2025Q2: 13,196 shares; 2025Q3: 24,859 shares; 2025Q4: 34,280 shares 34,280 $965K <0.01% +9,421 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: 10,047 shares; 2024Q4: 16,256 shares; 2025Q1: 14,550 shares; 2025Q2: 29,584 shares; 2025Q3: 24,814 shares; 2025Q4: 32,352 shares 32,352 $964K <0.01% +7,538 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,077 shares 6,077 $959K <0.01% new Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX 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: 14,042 shares; 2025Q2: 14,763 shares; 2025Q3: 16,848 shares; 2025Q4: 22,935 shares 22,935 $954K <0.01% +6,087 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,947 shares; 2024Q4: 5,810 shares; 2025Q1: 5,578 shares; 2025Q2: 6,552 shares; 2025Q3: not reported; 2025Q4: 22,718 shares 22,718 $953K <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: 48,265 shares; 2024Q4: 54,586 shares; 2025Q1: 85,670 shares; 2025Q2: 89,466 shares; 2025Q3: 50,326 shares; 2025Q4: 92,510 shares 92,510 $953K <0.01% +42,184 Timeline CGMS 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: 40,138 shares; 2024Q4: 39,788 shares; 2025Q1: 38,399 shares; 2025Q2: 36,019 shares; 2025Q3: 35,219 shares; 2025Q4: 34,328 shares 34,328 $948K <0.01% -891 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: 9,436 shares; 2025Q1: 9,974 shares; 2025Q2: 7,829 shares; 2025Q3: 7,801 shares; 2025Q4: 7,491 shares 7,491 $947K <0.01% -310 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,750 shares; 2025Q2: 27,912 shares; 2025Q3: not reported; 2025Q4: 26,005 shares 26,005 $945K <0.01% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,456 shares; 2024Q4: 36,668 shares; 2025Q1: 36,902 shares; 2025Q2: 36,751 shares; 2025Q3: 36,166 shares; 2025Q4: 40,364 shares 40,364 $941K <0.01% +4,198 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: not reported; 2025Q4: 35,709 shares 35,709 $936K <0.01% new Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 17,709 shares; 2025Q1: 8,681 shares; 2025Q2: 15,756 shares; 2025Q3: 22,341 shares; 2025Q4: 22,547 shares 22,547 $936K <0.01% +206 Timeline AVIG 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: 22,310 shares 22,310 $935K <0.01% new Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN 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: 70,779 shares 70,779 $935K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 11,869 shares; 2025Q4: 17,968 shares 17,968 $931K <0.01% +6,099 Timeline QQQH 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: 12,869 shares; 2025Q2: 12,998 shares; 2025Q3: 13,132 shares; 2025Q4: 17,132 shares 17,132 $931K <0.01% +4,000 Timeline BKLN 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: 12,661 shares; 2025Q1: 45,753 shares; 2025Q2: 48,920 shares; 2025Q3: 49,134 shares; 2025Q4: 44,291 shares 44,291 $930K <0.01% -4,843 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: not reported; 2025Q2: not reported; 2025Q3: 11,464 shares; 2025Q4: 65,425 shares 65,425 $928K <0.01% +53,961 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,227 shares; 2025Q1: 4,230 shares; 2025Q2: 2,398 shares; 2025Q3: 9,435 shares; 2025Q4: 10,014 shares 10,014 $926K <0.01% +579 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 21,772 shares; 2025Q1: 20,118 shares; 2025Q2: 19,449 shares; 2025Q3: 18,644 shares; 2025Q4: 18,268 shares 18,268 $925K <0.01% -376 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,270 shares; 2025Q2: 26,495 shares; 2025Q3: 26,495 shares; 2025Q4: 25,069 shares 25,069 $922K <0.01% -1,426 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: 29,029 shares; 2024Q4: 6,670 shares; 2025Q1: 3,077 shares; 2025Q2: 6,011 shares; 2025Q3: 3,199 shares; 2025Q4: 8,736 shares 8,736 $915K <0.01% +5,537 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,289 shares; 2024Q4: not reported; 2025Q1: 7,652 shares; 2025Q2: not reported; 2025Q3: 9,826 shares; 2025Q4: 26,366 shares 26,366 $914K <0.01% +16,540 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: 1,472 shares; 2024Q4: 1,316 shares; 2025Q1: 1,398 shares; 2025Q2: 1,182 shares; 2025Q3: 1,065 shares; 2025Q4: 3,536 shares 3,536 $914K <0.01% +2,471 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,080 shares; 2025Q2: 9,377 shares; 2025Q3: 8,092 shares; 2025Q4: 8,971 shares 8,971 $911K <0.01% +879 Timeline VENU VENU HLDG CORP More: the full row for VENU HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,407 shares; 2025Q1: 64,407 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,158 shares 108,158 $911K <0.01% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,729 shares; 2024Q4: 25,835 shares; 2025Q1: 17,639 shares; 2025Q2: 22,907 shares; 2025Q3: 20,676 shares; 2025Q4: 14,694 shares 14,694 $908K <0.01% -5,982 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 39,013 shares 39,013 $908K <0.01% new Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 31,286 shares 31,286 $904K <0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,440 shares; 2025Q1: 18,420 shares; 2025Q2: 25,997 shares; 2025Q3: 33,238 shares; 2025Q4: 49,905 shares 49,905 $902K <0.01% +16,667 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 7,903 shares; 2025Q1: 8,559 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,447 shares 6,447 $902K <0.01% new 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: 22,384 shares; 2025Q1: 22,943 shares; 2025Q2: 41,351 shares; 2025Q3: 54,594 shares; 2025Q4: 65,820 shares 65,820 $893K <0.01% +11,226 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,209 shares; 2025Q1: 55,158 shares; 2025Q2: 56,963 shares; 2025Q3: 57,787 shares; 2025Q4: 61,808 shares 61,808 $888K <0.01% +4,021 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,903 shares; 2025Q1: 5,227 shares; 2025Q2: 5,266 shares; 2025Q3: 2,485 shares; 2025Q4: 6,115 shares 6,115 $887K <0.01% +3,630 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: 4,595 shares; 2024Q4: 13,967 shares; 2025Q1: 10,197 shares; 2025Q2: 12,520 shares; 2025Q3: 9,832 shares; 2025Q4: 11,146 shares 11,146 $887K <0.01% +1,314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,911 shares 16,911 $886K <0.01% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,445 shares; 2025Q1: not reported; 2025Q2: 5,632 shares; 2025Q3: 8,010 shares; 2025Q4: 7,628 shares 7,628 $880K <0.01% -382 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 12,345 shares; 2025Q1: 9,873 shares; 2025Q2: 12,262 shares; 2025Q3: 11,282 shares; 2025Q4: 21,247 shares 21,247 $880K <0.01% +9,965 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 6,447 shares; 2025Q1: not reported; 2025Q2: 4,247 shares; 2025Q3: 3,344 shares; 2025Q4: 15,176 shares 15,176 $876K <0.01% +11,832 Timeline IHF 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: 5,735 shares; 2025Q4: 18,214 shares 18,214 $873K <0.01% +12,479 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,482 shares 70,482 $873K <0.01% new 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: 13,936 shares 13,936 $869K <0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,573 shares; 2025Q4: 60,662 shares 60,662 $868K <0.01% +4,089 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,035 shares; 2025Q1: 20,330 shares; 2025Q2: 18,702 shares; 2025Q3: 19,225 shares; 2025Q4: 20,220 shares 20,220 $865K <0.01% +995 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,693 shares 2,693 $859K <0.01% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,078 shares; 2025Q2: 15,477 shares; 2025Q3: 13,489 shares; 2025Q4: 14,587 shares 14,587 $856K <0.01% +1,098 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 12,959 shares; 2025Q1: 12,671 shares; 2025Q2: 12,274 shares; 2025Q3: 12,033 shares; 2025Q4: 11,670 shares 11,670 $855K <0.01% -363 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,272 shares; 2024Q4: 71,210 shares; 2025Q1: 67,654 shares; 2025Q2: 76,213 shares; 2025Q3: 73,487 shares; 2025Q4: 68,264 shares 68,264 $854K <0.01% -5,223 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL 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: 6,099 shares 6,099 $853K <0.01% new Timeline IX ORIX CORP More: the full row for ORIX 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: 10,178 shares; 2025Q3: 7,975 shares; 2025Q4: 29,166 shares 29,166 $852K <0.01% +21,191 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,497 shares; 2025Q1: 15,747 shares; 2025Q2: 12,807 shares; 2025Q3: 18,836 shares; 2025Q4: 45,197 shares 45,197 $851K <0.01% +26,361 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares 1,896 $850K <0.01% new Timeline IBTK 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: 26,419 shares; 2024Q4: 26,715 shares; 2025Q1: 29,331 shares; 2025Q2: 32,307 shares; 2025Q3: 33,926 shares; 2025Q4: 42,819 shares 42,819 $850K <0.01% +8,893 Timeline FYBR FRONTIER COMMUNICATIONS PARE More: the full row for FRONTIER COMMUNICATIONS PARE 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: 22,309 shares 22,309 $849K <0.01% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 120,711 shares; 2025Q4: 9,659 shares 9,659 $843K <0.01% -111,052 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 834 shares; 2025Q2: 1,145 shares; 2025Q3: 876 shares; 2025Q4: 1,650 shares 1,650 $843K <0.01% +774 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: not reported; 2024Q4: 1,249 shares; 2025Q1: 1,387 shares; 2025Q2: 2,076 shares; 2025Q3: 1,934 shares; 2025Q4: 4,615 shares 4,615 $842K <0.01% +2,681 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: 21,270 shares; 2025Q1: 40,814 shares; 2025Q2: 38,706 shares; 2025Q3: 38,900 shares; 2025Q4: 37,862 shares 37,862 $841K <0.01% -1,038 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: not reported; 2024Q4: 16,306 shares; 2025Q1: 22,574 shares; 2025Q2: 43,933 shares; 2025Q3: 42,735 shares; 2025Q4: 100,128 shares 100,128 $840K <0.01% +57,393 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,848 shares; 2025Q3: 29,133 shares; 2025Q4: 32,217 shares 32,217 $840K <0.01% +3,084 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 5,388 shares; 2025Q1: 6,403 shares; 2025Q2: 5,368 shares; 2025Q3: 4,109 shares; 2025Q4: 13,049 shares 13,049 $836K <0.01% +8,940 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,170 shares; 2024Q4: 1,604 shares; 2025Q1: 2,648 shares; 2025Q2: 2,411 shares; 2025Q3: 1,993 shares; 2025Q4: 3,458 shares 3,458 $833K <0.01% +1,465 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: 37,936 shares; 2025Q1: 38,235 shares; 2025Q2: 21,592 shares; 2025Q3: 31,885 shares; 2025Q4: 130,634 shares 130,634 $832K <0.01% +98,749 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE 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: not reported; 2025Q3: 17,541 shares; 2025Q4: 17,912 shares 17,912 $832K <0.01% +371 Timeline ATI ATI INC More: the full row for ATI 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: 7,244 shares 7,244 $831K <0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,640 shares; 2024Q4: 8,668 shares; 2025Q1: 5,892 shares; 2025Q2: 8,235 shares; 2025Q3: 7,819 shares; 2025Q4: 13,196 shares 13,196 $831K <0.01% +5,377 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,017 shares; 2025Q1: 5,305 shares; 2025Q2: 5,183 shares; 2025Q3: 5,228 shares; 2025Q4: 12,790 shares 12,790 $829K <0.01% +7,562 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: 7,709 shares; 2024Q4: 12,117 shares; 2025Q1: 12,446 shares; 2025Q2: 10,715 shares; 2025Q3: 11,667 shares; 2025Q4: 15,081 shares 15,081 $828K <0.01% +3,414 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,533 shares; 2025Q1: 5,476 shares; 2025Q2: 14,330 shares; 2025Q3: 15,838 shares; 2025Q4: 13,861 shares 13,861 $828K <0.01% -1,977 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,573 shares; 2025Q4: 5,753 shares 5,753 $828K <0.01% +2,180 Timeline GKAT ADVISORS SER TR More: the full row for ADVISORS 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: not reported; 2025Q3: 20,558 shares; 2025Q4: 20,216 shares 20,216 $828K <0.01% -342 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,277 shares 35,277 $826K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,035 shares; 2025Q2: 8,046 shares; 2025Q3: 7,020 shares; 2025Q4: 10,186 shares 10,186 $823K <0.01% +3,166 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,250 shares; 2025Q1: 10,571 shares; 2025Q2: 11,183 shares; 2025Q3: 8,502 shares; 2025Q4: 10,552 shares 10,552 $823K <0.01% +2,050 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,246 shares; 2024Q4: 23,777 shares; 2025Q1: 26,861 shares; 2025Q2: 25,576 shares; 2025Q3: 13,781 shares; 2025Q4: 23,358 shares 23,358 $821K <0.01% +9,577 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,250 shares; 2024Q4: not reported; 2025Q1: 7,785 shares; 2025Q2: 7,578 shares; 2025Q3: 6,410 shares; 2025Q4: 21,158 shares 21,158 $817K <0.01% +14,748 Timeline ICVT 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: 7,931 shares; 2025Q2: 9,386 shares; 2025Q3: 9,255 shares; 2025Q4: 8,276 shares 8,276 $815K <0.01% -979 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,340 shares; 2025Q2: 19,353 shares; 2025Q3: 19,081 shares; 2025Q4: 18,829 shares 18,829 $815K <0.01% -252 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,400 shares; 2024Q4: 60,039 shares; 2025Q1: 31,400 shares; 2025Q2: 74,463 shares; 2025Q3: 39,482 shares; 2025Q4: 39,482 shares 39,482 $814K <0.01% 0 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,127 shares; 2025Q1: not reported; 2025Q2: 350,389 shares; 2025Q3: 367,327 shares; 2025Q4: 367,628 shares 367,628 $812K <0.01% +301 Timeline AVSC 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: 5,782 shares; 2025Q1: 4,137 shares; 2025Q2: 4,629 shares; 2025Q3: 5,514 shares; 2025Q4: 13,800 shares 13,800 $811K <0.01% +8,286 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,891 shares; 2025Q3: 7,891 shares; 2025Q4: 8,288 shares 8,288 $810K <0.01% +397 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,991 shares; 2025Q3: 9,183 shares; 2025Q4: 9,412 shares 9,412 $810K <0.01% +229 Timeline IMTM 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: 6,498 shares; 2025Q4: 16,848 shares 16,848 $808K <0.01% +10,350 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,173 shares; 2025Q2: not reported; 2025Q3: 4,722 shares; 2025Q4: 26,776 shares 26,776 $808K <0.01% +22,054 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 20,780 shares; 2025Q4: 21,622 shares 21,622 $808K <0.01% +842 Timeline FHLC 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: 3,914 shares; 2024Q4: 6,524 shares; 2025Q1: 6,618 shares; 2025Q2: 9,315 shares; 2025Q3: 9,317 shares; 2025Q4: 10,775 shares 10,775 $800K <0.01% +1,458 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR 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: 641 shares; 2025Q3: not reported; 2025Q4: 1,918 shares 1,918 $799K <0.01% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,731 shares; 2025Q3: 29,660 shares; 2025Q4: 37,760 shares 37,760 $797K <0.01% +8,100 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 23,178 shares; 2025Q1: 23,247 shares; 2025Q2: not reported; 2025Q3: 25,500 shares; 2025Q4: 25,099 shares 25,099 $790K <0.01% -401 Timeline NSTS NSTS BANCORP INC More: the full row for NSTS 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: not reported; 2025Q3: not reported; 2025Q4: 60,733 shares 60,733 $786K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 35,905 shares; 2025Q1: 38,284 shares; 2025Q2: 41,047 shares; 2025Q3: 57,093 shares; 2025Q4: 94,654 shares 94,654 $786K <0.01% +37,561 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,426 shares; 2024Q4: 79,688 shares; 2025Q1: 74,498 shares; 2025Q2: 74,498 shares; 2025Q3: 72,771 shares; 2025Q4: 72,500 shares 72,500 $785K <0.01% -271 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,816 shares 6,816 $784K <0.01% new Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,657 shares; 2025Q3: 2,304 shares; 2025Q4: 4,887 shares 4,887 $783K <0.01% +2,583 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,601 shares; 2025Q3: 8,794 shares; 2025Q4: 19,727 shares 19,727 $782K <0.01% +10,933 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,279 shares; 2025Q1: 38,968 shares; 2025Q2: 37,316 shares; 2025Q3: 16,574 shares; 2025Q4: 26,683 shares 26,683 $781K <0.01% +10,109 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 2,241 shares; 2025Q2: 2,448 shares; 2025Q3: 8,916 shares; 2025Q4: 6,231 shares 6,231 $776K <0.01% -2,685 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 2,263 shares; 2025Q1: 925 shares; 2025Q2: 1,124 shares; 2025Q3: 4,899 shares; 2025Q4: 3,971 shares 3,971 $775K <0.01% -928 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: 16,498 shares; 2024Q4: 21,295 shares; 2025Q1: 20,830 shares; 2025Q2: 44,081 shares; 2025Q3: 40,160 shares; 2025Q4: 58,382 shares 58,382 $775K <0.01% +18,222 Timeline QQQJ 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: 11,111 shares; 2025Q1: 11,118 shares; 2025Q2: 10,179 shares; 2025Q3: 22,752 shares; 2025Q4: 20,965 shares 20,965 $773K <0.01% -1,787 Timeline XT 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: 12,736 shares; 2024Q4: 14,112 shares; 2025Q1: 12,043 shares; 2025Q2: 11,801 shares; 2025Q3: 10,543 shares; 2025Q4: 11,047 shares 11,047 $770K <0.01% +504 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: 4,512 shares; 2024Q4: 10,602 shares; 2025Q1: 11,149 shares; 2025Q2: 11,558 shares; 2025Q3: 13,985 shares; 2025Q4: 9,595 shares 9,595 $767K <0.01% -4,390 Timeline YOLO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232,112 shares 232,112 $766K <0.01% new Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE 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: 43,544 shares 43,544 $762K <0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,410 shares; 2025Q1: 3,316 shares; 2025Q2: 3,629 shares; 2025Q3: 3,874 shares; 2025Q4: 7,726 shares 7,726 $761K <0.01% +3,852 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 1,253 shares; 2025Q1: 1,147 shares; 2025Q2: 1,306 shares; 2025Q3: 2,569 shares; 2025Q4: 2,496 shares 2,496 $758K <0.01% -73 Timeline E ENI SPA More: the full row for ENI SPA 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: 10,011 shares; 2025Q4: 19,972 shares 19,972 $758K <0.01% +9,961 Timeline SRFM SURF AIR MOBILITY INC More: the full row for SURF AIR MOBILITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,397 shares; 2024Q4: 344,331 shares; 2025Q1: 324,331 shares; 2025Q2: 325,331 shares; 2025Q3: 385,331 shares; 2025Q4: 387,831 shares 387,831 $752K <0.01% +2,500 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,060 shares; 2024Q4: 50,976 shares; 2025Q1: 45,640 shares; 2025Q2: 45,852 shares; 2025Q3: 42,147 shares; 2025Q4: 40,996 shares 40,996 $750K <0.01% -1,151 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 23,935 shares 23,935 $745K <0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,782 shares; 2024Q4: 76,357 shares; 2025Q1: 71,720 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,669 shares 8,669 $740K <0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,304 shares; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 2,215 shares; 2025Q4: 2,739 shares 2,739 $739K <0.01% +524 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,565 shares; 2025Q4: 99,736 shares 99,736 $739K <0.01% +88,171 Timeline PWV 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: 5,145 shares; 2024Q4: 8,047 shares; 2025Q1: 8,047 shares; 2025Q2: 8,047 shares; 2025Q3: 8,047 shares; 2025Q4: 11,098 shares 11,098 $738K <0.01% +3,051 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,023 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,093 shares 32,093 $737K <0.01% new Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227,278 shares; 2025Q1: 227,136 shares; 2025Q2: 289,541 shares; 2025Q3: 284,243 shares; 2025Q4: 284,252 shares 284,252 $733K <0.01% +9 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 7,348 shares; 2025Q1: 4,529 shares; 2025Q2: 5,002 shares; 2025Q3: 7,169 shares; 2025Q4: 8,010 shares 8,010 $733K <0.01% +841 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: 5,854 shares; 2025Q1: 5,597 shares; 2025Q2: 6,325 shares; 2025Q3: 15,398 shares; 2025Q4: 10,103 shares 10,103 $732K <0.01% -5,295 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,458 shares 8,458 $730K <0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,031 shares; 2025Q1: 5,922 shares; 2025Q2: 5,107 shares; 2025Q3: 5,709 shares; 2025Q4: 6,858 shares 6,858 $728K <0.01% +1,149 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,918 shares; 2025Q1: 19,282 shares; 2025Q2: 7,207 shares; 2025Q3: 35,680 shares; 2025Q4: 18,493 shares 18,493 $725K <0.01% -17,187 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,230 shares; 2025Q1: not reported; 2025Q2: 6,288 shares; 2025Q3: 5,862 shares; 2025Q4: 12,775 shares 12,775 $724K <0.01% +6,913 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: not reported; 2024Q4: 11,864 shares; 2025Q1: 20,698 shares; 2025Q2: 30,874 shares; 2025Q3: 16,890 shares; 2025Q4: 60,530 shares 60,530 $723K <0.01% +43,640 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,549 shares; 2025Q1: 5,538 shares; 2025Q2: 5,550 shares; 2025Q3: not reported; 2025Q4: 6,156 shares 6,156 $723K <0.01% new Timeline XHB 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: 2,997 shares; 2025Q1: 8,710 shares; 2025Q2: 8,710 shares; 2025Q3: 9,149 shares; 2025Q4: 6,959 shares 6,959 $721K <0.01% -2,190 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,306 shares; 2025Q1: 10,277 shares; 2025Q2: 18,056 shares; 2025Q3: 19,880 shares; 2025Q4: 18,177 shares 18,177 $719K <0.01% -1,703 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,742 shares; 2025Q1: not reported; 2025Q2: 13,398 shares; 2025Q3: 12,434 shares; 2025Q4: 15,980 shares 15,980 $719K <0.01% +3,546 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,874 shares; 2024Q4: 29,343 shares; 2025Q1: 28,918 shares; 2025Q2: 25,825 shares; 2025Q3: 190,489 shares; 2025Q4: 12,636 shares 12,636 $718K <0.01% -177,853 Timeline IEO 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: 8,018 shares 8,018 $716K <0.01% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,531 shares; 2025Q2: 9,047 shares; 2025Q3: 9,305 shares; 2025Q4: 14,991 shares 14,991 $716K <0.01% +5,686 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,062 shares 37,062 $716K <0.01% new 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: 8,247 shares; 2024Q4: 8,361 shares; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 5,714 shares; 2025Q4: 10,915 shares 10,915 $712K <0.01% +5,201 Timeline MASI MASIMO CORP More: the full row for MASIMO 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: 5,474 shares 5,474 $712K <0.01% new Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,415 shares; 2024Q4: 532,612 shares; 2025Q1: 545,742 shares; 2025Q2: 438,073 shares; 2025Q3: 461,217 shares; 2025Q4: 416,224 shares 416,224 $712K <0.01% -44,993 Timeline EMLP 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: 12,943 shares; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: not reported; 2025Q4: 18,700 shares 18,700 $708K <0.01% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,240 shares; 2025Q3: 16,753 shares; 2025Q4: 17,152 shares 17,152 $708K <0.01% +399 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,107 shares; 2025Q1: 60,868 shares; 2025Q2: 64,499 shares; 2025Q3: 50,467 shares; 2025Q4: 61,206 shares 61,206 $707K <0.01% +10,739 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 4,779 shares; 2025Q1: 3,728 shares; 2025Q2: 3,941 shares; 2025Q3: 3,667 shares; 2025Q4: 5,950 shares 5,950 $705K <0.01% +2,283 Timeline CRBN 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: 4,543 shares; 2024Q4: 4,732 shares; 2025Q1: 4,879 shares; 2025Q2: 6,006 shares; 2025Q3: 1,597 shares; 2025Q4: 3,047 shares 3,047 $702K <0.01% +1,450 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,302 shares; 2024Q4: 50,192 shares; 2025Q1: 49,716 shares; 2025Q2: 50,212 shares; 2025Q3: 48,568 shares; 2025Q4: 52,215 shares 52,215 $699K <0.01% +3,647 Timeline XJH 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: 8,900 shares; 2024Q4: 13,401 shares; 2025Q1: 12,163 shares; 2025Q2: 17,940 shares; 2025Q3: 19,599 shares; 2025Q4: 15,638 shares 15,638 $698K <0.01% -3,961 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: 5,987 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,068 shares 15,068 $697K <0.01% new Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,049 shares; 2024Q4: 353,183 shares; 2025Q1: 18,388 shares; 2025Q2: 14,289 shares; 2025Q3: 14,201 shares; 2025Q4: 15,858 shares 15,858 $697K <0.01% +1,657 Timeline JBND 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: 7,331 shares; 2024Q4: 7,403 shares; 2025Q1: 7,470 shares; 2025Q2: 10,068 shares; 2025Q3: 6,609 shares; 2025Q4: 12,873 shares 12,873 $696K <0.01% +6,264 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 8,858 shares; 2025Q1: not reported; 2025Q2: 8,876 shares; 2025Q3: 17,872 shares; 2025Q4: 9,571 shares 9,571 $694K <0.01% -8,301 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,383 shares 24,383 $694K <0.01% new 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: 5,034 shares; 2024Q4: 10,039 shares; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: 4,508 shares; 2025Q4: 11,156 shares 11,156 $693K <0.01% +6,648 Timeline BROADCOM INC BROADCOM INC More: the full row for BROADCOM 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: 2,000 shares 2,000 $692K <0.01% new CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,938 shares 12,938 $692K <0.01% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,271 shares; 2024Q4: 19,734 shares; 2025Q1: 35,289 shares; 2025Q2: 51,669 shares; 2025Q3: 54,090 shares; 2025Q4: 40,549 shares 40,549 $690K <0.01% -13,541 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,859 shares; 2025Q1: 115,968 shares; 2025Q2: 118,418 shares; 2025Q3: 116,718 shares; 2025Q4: 114,508 shares 114,508 $690K <0.01% -2,210 Timeline RSPU 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,125 shares; 2025Q4: 9,217 shares 9,217 $689K <0.01% +1,092 Timeline IBDW 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: 32,581 shares; 2025Q3: 32,581 shares; 2025Q4: 32,581 shares 32,581 $689K <0.01% 0 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,641 shares; 2025Q4: 48,592 shares 48,592 $688K <0.01% +951 Timeline GDXJ 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: 4,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,996 shares 5,996 $682K <0.01% new Timeline RNRG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,813 shares; 2025Q4: 20,485 shares 20,485 $681K <0.01% -6,328 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY 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: 7,505 shares; 2025Q3: 7,113 shares; 2025Q4: 7,181 shares 7,181 $681K <0.01% +68 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 46,290 shares 46,290 $680K <0.01% +6,290 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,567 shares; 2025Q2: 6,481 shares; 2025Q3: 5,279 shares; 2025Q4: 8,960 shares 8,960 $680K <0.01% +3,681 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,468 shares; 2025Q1: not reported; 2025Q2: 9,019 shares; 2025Q3: 14,757 shares; 2025Q4: 18,610 shares 18,610 $680K <0.01% +3,853 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,667 shares; 2025Q1: 16,618 shares; 2025Q2: 40,628 shares; 2025Q3: 51,557 shares; 2025Q4: 25,900 shares 25,900 $677K <0.01% -25,657 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 11,000 shares; 2025Q2: 14,859 shares; 2025Q3: 14,987 shares; 2025Q4: 14,987 shares 14,987 $676K <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: 2,834 shares; 2024Q4: 3,784 shares; 2025Q1: 3,564 shares; 2025Q2: 3,905 shares; 2025Q3: 3,500 shares; 2025Q4: 5,121 shares 5,121 $676K <0.01% +1,621 Timeline HERO 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: 26,281 shares; 2024Q4: 23,076 shares; 2025Q1: 22,828 shares; 2025Q2: 20,615 shares; 2025Q3: 20,514 shares; 2025Q4: 20,615 shares 20,615 $675K <0.01% +101 Timeline GWX 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: 19,381 shares; 2024Q4: 17,001 shares; 2025Q1: 12,217 shares; 2025Q2: 12,371 shares; 2025Q3: 16,551 shares; 2025Q4: 16,508 shares 16,508 $675K <0.01% -43 Timeline PXF 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: 9,633 shares; 2025Q3: 8,192 shares; 2025Q4: 10,288 shares 10,288 $674K <0.01% +2,096 Timeline IBDV 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: 30,519 shares; 2025Q3: 30,519 shares; 2025Q4: 30,519 shares 30,519 $674K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,846 shares; 2025Q1: 10,077 shares; 2025Q2: 14,262 shares; 2025Q3: 13,080 shares; 2025Q4: 24,136 shares 24,136 $673K <0.01% +11,056 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,990 shares; 2024Q4: 29,990 shares; 2025Q1: 26,980 shares; 2025Q2: 26,980 shares; 2025Q3: 24,137 shares; 2025Q4: 24,137 shares 24,137 $672K <0.01% 0 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD 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: 70,091 shares 70,091 $672K <0.01% new 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: 10,775 shares; 2024Q4: 12,917 shares; 2025Q1: 10,888 shares; 2025Q2: 13,221 shares; 2025Q3: 8,492 shares; 2025Q4: 25,753 shares 25,753 $671K <0.01% +17,261 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: not reported; 2025Q1: 6,005 shares; 2025Q2: not reported; 2025Q3: 15,797 shares; 2025Q4: 22,545 shares 22,545 $670K <0.01% +6,748 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,424 shares 21,424 $670K <0.01% new Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 11,000 shares; 2025Q2: 15,058 shares; 2025Q3: 15,196 shares; 2025Q4: 15,196 shares 15,196 $669K <0.01% 0 Timeline DOL 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: 7,852 shares; 2025Q1: 8,115 shares; 2025Q2: 8,158 shares; 2025Q3: 8,374 shares; 2025Q4: 10,156 shares 10,156 $669K <0.01% +1,782 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: not reported; 2024Q4: 17,653 shares; 2025Q1: 21,138 shares; 2025Q2: 15,224 shares; 2025Q3: 29,072 shares; 2025Q4: 58,266 shares 58,266 $666K <0.01% +29,194 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,663 shares; 2024Q4: 4,843 shares; 2025Q1: 3,735 shares; 2025Q2: 2,600 shares; 2025Q3: 2,251 shares; 2025Q4: 4,455 shares 4,455 $664K <0.01% +2,204 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 25,899 shares; 2025Q1: 24,610 shares; 2025Q2: 27,227 shares; 2025Q3: 25,886 shares; 2025Q4: 25,990 shares 25,990 $663K <0.01% +104 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG 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: 5,883 shares; 2025Q4: 14,503 shares 14,503 $661K <0.01% +8,620 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: not reported; 2024Q4: 2,034 shares; 2025Q1: 2,313 shares; 2025Q2: 2,767 shares; 2025Q3: 1,898 shares; 2025Q4: 2,150 shares 2,150 $658K <0.01% +252 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 3,018 shares 3,018 $656K <0.01% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,115 shares; 2025Q1: 5,115 shares; 2025Q2: 8,702 shares; 2025Q3: 8,965 shares; 2025Q4: 9,613 shares 9,613 $656K <0.01% +648 Timeline LVHI 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: 14,914 shares; 2025Q4: 17,770 shares 17,770 $654K <0.01% +2,856 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,820 shares 10,820 $654K <0.01% new Timeline REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998,672 shares; 2025Q1: 950,532 shares; 2025Q2: 950,532 shares; 2025Q3: 890,432 shares; 2025Q4: 496,422 shares 496,422 $650K <0.01% -394,010 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY 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: 4,883 shares; 2025Q2: 7,437 shares; 2025Q3: 8,090 shares; 2025Q4: 14,675 shares 14,675 $650K <0.01% +6,585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,951 shares; 2025Q3: 6,098 shares; 2025Q4: 16,855 shares 16,855 $650K <0.01% +10,757 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 9,443 shares; 2025Q1: 8,327 shares; 2025Q2: 13,446 shares; 2025Q3: 7,133 shares; 2025Q4: 12,914 shares 12,914 $649K <0.01% +5,781 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 646 shares; 2025Q4: 942 shares 942 $647K <0.01% +296 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 18,485 shares 18,485 $644K <0.01% new Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 15,800 shares; 2025Q4: 13,918 shares 13,918 $638K <0.01% -1,882 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 11,500 shares; 2025Q2: 15,845 shares; 2025Q3: 16,164 shares; 2025Q4: 16,164 shares 16,164 $637K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 4,463 shares; 2025Q1: 3,320 shares; 2025Q2: 4,550 shares; 2025Q3: 4,756 shares; 2025Q4: 3,500 shares 3,500 $637K <0.01% -1,256 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,100 shares; 2025Q1: 39,100 shares; 2025Q2: 39,100 shares; 2025Q3: 39,100 shares; 2025Q4: 243,194 shares 243,194 $635K <0.01% +204,094 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER 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: not reported; 2025Q3: not reported; 2025Q4: 189,725 shares 189,725 $634K <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: 5,189 shares; 2024Q4: 8,387 shares; 2025Q1: 6,675 shares; 2025Q2: 6,110 shares; 2025Q3: 6,192 shares; 2025Q4: 9,126 shares 9,126 $633K <0.01% +2,934 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,920 shares; 2024Q4: 30,920 shares; 2025Q1: 30,920 shares; 2025Q2: 15,460 shares; 2025Q3: 15,460 shares; 2025Q4: 15,460 shares 15,460 $633K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,281 shares; 2025Q3: 7,482 shares; 2025Q4: 13,119 shares 13,119 $632K <0.01% +5,637 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,335 shares; 2025Q1: 3,127 shares; 2025Q2: 3,751 shares; 2025Q3: 50,236 shares; 2025Q4: 3,956 shares 3,956 $630K <0.01% -46,280 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,843 shares; 2024Q4: 279,855 shares; 2025Q1: 239,457 shares; 2025Q2: 28,479 shares; 2025Q3: 22,900 shares; 2025Q4: 33,327 shares 33,327 $630K <0.01% +10,427 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,752 shares; 2024Q4: 45,294 shares; 2025Q1: 44,491 shares; 2025Q2: 41,071 shares; 2025Q3: 40,177 shares; 2025Q4: 86,476 shares 86,476 $629K <0.01% +46,299 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,263 shares 177,263 $628K <0.01% new 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: 2,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,611 shares; 2025Q4: 7,856 shares 7,856 $627K <0.01% +245 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,433 shares; 2025Q1: 5,930 shares; 2025Q2: 4,639 shares; 2025Q3: 4,015 shares; 2025Q4: 12,858 shares 12,858 $625K <0.01% +8,843 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,333 shares; 2025Q3: 24,508 shares; 2025Q4: 23,822 shares 23,822 $625K <0.01% -686 Timeline QWLD 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: 4,353 shares; 2024Q4: 4,353 shares; 2025Q1: 4,353 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 4,359 shares 4,359 $625K <0.01% +6 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,790 shares 15,790 $624K <0.01% new Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY 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: 57,682 shares; 2025Q4: 71,173 shares 71,173 $624K <0.01% +13,491 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,795 shares; 2025Q1: 8,812 shares; 2025Q2: 7,439 shares; 2025Q3: 8,858 shares; 2025Q4: 12,973 shares 12,973 $623K <0.01% +4,115 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: not reported; 2024Q4: 2,294 shares; 2025Q1: 2,705 shares; 2025Q2: 3,334 shares; 2025Q3: 2,502 shares; 2025Q4: 7,352 shares 7,352 $615K <0.01% +4,850 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES 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: 20,311 shares; 2025Q2: 37,104 shares; 2025Q3: 42,541 shares; 2025Q4: 60,476 shares 60,476 $615K <0.01% +17,935 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,812 shares 24,812 $614K <0.01% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,433 shares; 2025Q4: 17,476 shares 17,476 $613K <0.01% +9,043 Timeline SLND SOUTHLAND HLDGS INC More: the full row for SOUTHLAND 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: 183,891 shares; 2025Q3: 183,891 shares; 2025Q4: 183,846 shares 183,846 $610K <0.01% -45 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED 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: 20,806 shares 20,806 $610K <0.01% new Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,308 shares; 2024Q4: 57,551 shares; 2025Q1: 59,004 shares; 2025Q2: 60,753 shares; 2025Q3: 32,516 shares; 2025Q4: 36,559 shares 36,559 $609K <0.01% +4,043 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,141 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $608K <0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 919 shares; 2025Q4: 2,405 shares 2,405 $608K <0.01% +1,486 Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,089 shares 154,089 $607K <0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 8,890 shares; 2025Q1: 8,887 shares; 2025Q2: 8,932 shares; 2025Q3: 10,531 shares; 2025Q4: 10,043 shares 10,043 $607K <0.01% -488 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,263 shares 12,263 $606K <0.01% new Timeline IBDU 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: 25,867 shares 25,867 $605K <0.01% new Timeline CORP 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: 6,985 shares; 2024Q4: 6,427 shares; 2025Q1: 6,192 shares; 2025Q2: 6,170 shares; 2025Q3: 6,861 shares; 2025Q4: 6,170 shares 6,170 $604K <0.01% -691 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,272 shares; 2025Q4: 8,687 shares 8,687 $603K <0.01% +3,415 Timeline VAW 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: not reported; 2024Q4: not reported; 2025Q1: 1,438 shares; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: 2,895 shares 2,895 $601K <0.01% +727 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: 15,464 shares; 2024Q4: 22,934 shares; 2025Q1: 21,628 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,319 shares 51,319 $597K <0.01% new Timeline BTCI 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: 9,570 shares; 2025Q4: 10,210 shares 10,210 $597K <0.01% +640 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: 10,481 shares; 2024Q4: 10,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,801 shares 38,801 $595K <0.01% new Timeline BOOM DMC GLOBAL INC More: the full row for DMC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,429 shares; 2025Q1: 70,539 shares; 2025Q2: 71,997 shares; 2025Q3: 71,848 shares; 2025Q4: 70,000 shares 70,000 $592K <0.01% -1,848 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,600 shares 25,600 $591K <0.01% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL 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: 8,775 shares; 2025Q2: 8,335 shares; 2025Q3: 8,965 shares; 2025Q4: 15,642 shares 15,642 $590K <0.01% +6,677 Timeline AGNT AGNT INC More: the full row for AGNT 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: 64,898 shares 64,898 $587K <0.01% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 7,472 shares; 2025Q3: 13,702 shares; 2025Q4: 16,622 shares 16,622 $587K <0.01% +2,920 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,419 shares 17,419 $586K <0.01% new Timeline ILCV 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: 3,256 shares; 2025Q1: 3,056 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 6,258 shares 6,258 $586K <0.01% +3,002 Timeline TMFG 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: 19,978 shares; 2025Q1: 19,441 shares; 2025Q2: 19,498 shares; 2025Q3: 19,498 shares; 2025Q4: 19,441 shares 19,441 $586K <0.01% -57 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: 3,818 shares; 2024Q4: 6,141 shares; 2025Q1: 6,826 shares; 2025Q2: 6,826 shares; 2025Q3: 6,051 shares; 2025Q4: 6,344 shares 6,344 $585K <0.01% +293 Timeline EZU 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: 5,534 shares; 2025Q1: 5,774 shares; 2025Q2: 81,451 shares; 2025Q3: 9,169 shares; 2025Q4: 9,118 shares 9,118 $584K <0.01% -51 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,239 shares; 2025Q1: 2,291 shares; 2025Q2: 2,324 shares; 2025Q3: not reported; 2025Q4: 7,431 shares 7,431 $583K <0.01% new Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,060 shares; 2025Q1: 36,060 shares; 2025Q2: 36,060 shares; 2025Q3: 37,394 shares; 2025Q4: 37,131 shares 37,131 $583K <0.01% -263 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,244 shares 6,244 $581K <0.01% new Timeline AIVL 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: 1,895 shares; 2024Q4: 7,832 shares; 2025Q1: 5,855 shares; 2025Q2: 6,914 shares; 2025Q3: 5,100 shares; 2025Q4: 5,043 shares 5,043 $580K <0.01% -57 Timeline U UNITY SOFTWARE INC More: the full row for UNITY 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: 13,267 shares; 2025Q2: 8,454 shares; 2025Q3: 11,344 shares; 2025Q4: 13,593 shares 13,593 $579K <0.01% +2,249 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,907 shares; 2025Q1: 5,907 shares; 2025Q2: 5,907 shares; 2025Q3: 5,907 shares; 2025Q4: 5,532 shares 5,532 $578K <0.01% -375 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 17,402 shares; 2025Q1: 14,965 shares; 2025Q2: 15,744 shares; 2025Q3: 20,942 shares; 2025Q4: 35,873 shares 35,873 $578K <0.01% +14,931 Timeline IPAY 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: 9,710 shares; 2024Q4: 10,505 shares; 2025Q1: 8,977 shares; 2025Q2: 9,565 shares; 2025Q3: 12,258 shares; 2025Q4: 9,897 shares 9,897 $577K <0.01% -2,361 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,727 shares; 2025Q4: 16,002 shares 16,002 $576K <0.01% +2,275 Timeline USIG 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: 5,374 shares; 2025Q1: 7,144 shares; 2025Q2: 5,433 shares; 2025Q3: 7,868 shares; 2025Q4: 11,058 shares 11,058 $572K <0.01% +3,190 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,115 shares; 2024Q4: 44,147 shares; 2025Q1: 50,510 shares; 2025Q2: 45,710 shares; 2025Q3: 43,395 shares; 2025Q4: 41,689 shares 41,689 $572K <0.01% -1,706 Timeline FDD 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: 44,992 shares; 2025Q2: 39,343 shares; 2025Q3: 38,308 shares; 2025Q4: 32,651 shares 32,651 $571K <0.01% -5,657 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES 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: 53,009 shares 53,009 $567K <0.01% new Timeline RPV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,483 shares 5,483 $567K <0.01% new Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,118 shares 34,118 $565K <0.01% new 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: 23,440 shares; 2024Q4: 23,000 shares; 2025Q1: 22,999 shares; 2025Q2: 25,139 shares; 2025Q3: 25,138 shares; 2025Q4: 109,171 shares 109,171 $563K <0.01% +84,033 Timeline HEDJ 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: 10,570 shares; 2025Q1: 17,344 shares; 2025Q2: 16,664 shares; 2025Q3: 15,824 shares; 2025Q4: 10,582 shares 10,582 $562K <0.01% -5,242 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,606 shares; 2025Q1: 9,615 shares; 2025Q2: 10,266 shares; 2025Q3: 5,621 shares; 2025Q4: 14,634 shares 14,634 $561K <0.01% +9,013 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 15,993 shares; 2025Q4: 14,389 shares 14,389 $561K <0.01% -1,604 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,243 shares; 2024Q4: 47,736 shares; 2025Q1: 43,773 shares; 2025Q2: 57,613 shares; 2025Q3: 23,845 shares; 2025Q4: 36,102 shares 36,102 $561K <0.01% +12,257 Timeline IGE 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: 10,555 shares; 2025Q3: 10,555 shares; 2025Q4: 11,055 shares 11,055 $555K <0.01% +500 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 37,064 shares 37,064 $554K <0.01% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: not reported; 2025Q1: 70,106 shares; 2025Q2: 47,443 shares; 2025Q3: 28,066 shares; 2025Q4: 40,070 shares 40,070 $553K <0.01% +12,004 Timeline FDL 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: 12,413 shares 12,413 $550K <0.01% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 7,698 shares; 2025Q4: 9,691 shares 9,691 $549K <0.01% +1,993 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,420 shares; 2025Q1: 5,258 shares; 2025Q2: 4,899 shares; 2025Q3: 60,135 shares; 2025Q4: 5,290 shares 5,290 $547K <0.01% -54,845 Timeline HAWX 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: 14,226 shares; 2024Q4: 13,862 shares; 2025Q1: 13,862 shares; 2025Q2: 13,862 shares; 2025Q3: 13,862 shares; 2025Q4: 13,862 shares 13,862 $547K <0.01% 0 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,001 shares; 2025Q4: 13,333 shares 13,333 $545K <0.01% +8,332 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: 15,182 shares; 2025Q3: 14,927 shares; 2025Q4: 13,126 shares 13,126 $544K <0.01% -1,801 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares; 2025Q4: 5,988 shares 5,988 $542K <0.01% +1,746 Timeline WTAI 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: 15,192 shares; 2025Q2: 14,761 shares; 2025Q3: not reported; 2025Q4: 18,583 shares 18,583 $542K <0.01% new Timeline VNLA 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: 24,557 shares; 2024Q4: 25,531 shares; 2025Q1: 21,788 shares; 2025Q2: 18,277 shares; 2025Q3: 16,567 shares; 2025Q4: 10,974 shares 10,974 $539K <0.01% -5,593 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: 7,717 shares; 2024Q4: 7,628 shares; 2025Q1: 7,733 shares; 2025Q2: not reported; 2025Q3: 8,183 shares; 2025Q4: 6,495 shares 6,495 $537K <0.01% -1,688 Timeline EWJV 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: 18,028 shares; 2025Q2: 15,882 shares; 2025Q3: 15,620 shares; 2025Q4: 13,432 shares 13,432 $534K <0.01% -2,188 Timeline OMER OMEROS CORP More: the full row for OMEROS 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: 31,034 shares 31,034 $533K <0.01% new Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM 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: 33,690 shares 33,690 $532K <0.01% new Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,027 shares; 2025Q1: 8,219 shares; 2025Q2: 6,564 shares; 2025Q3: 6,647 shares; 2025Q4: 7,933 shares 7,933 $532K <0.01% +1,286 Timeline XSMO 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: not reported; 2025Q1: 8,582 shares; 2025Q2: 4,728 shares; 2025Q3: 5,707 shares; 2025Q4: 7,343 shares 7,343 $529K <0.01% +1,636 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 4,163 shares; 2025Q1: 3,830 shares; 2025Q2: not reported; 2025Q3: 4,198 shares; 2025Q4: 5,724 shares 5,724 $528K <0.01% +1,526 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,311 shares; 2025Q1: not reported; 2025Q2: 6,981 shares; 2025Q3: not reported; 2025Q4: 16,251 shares 16,251 $527K <0.01% new Timeline CQQQ 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: 13,472 shares; 2025Q2: 13,201 shares; 2025Q3: 12,298 shares; 2025Q4: 10,114 shares 10,114 $526K <0.01% -2,184 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: 9,981 shares; 2024Q4: 9,347 shares; 2025Q1: 7,486 shares; 2025Q2: 8,221 shares; 2025Q3: 7,886 shares; 2025Q4: 11,550 shares 11,550 $526K <0.01% +3,664 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 6,743 shares; 2025Q1: 8,197 shares; 2025Q2: 4,002 shares; 2025Q3: 5,203 shares; 2025Q4: 7,962 shares 7,962 $525K <0.01% +2,759 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,098 shares; 2025Q4: 15,783 shares 15,783 $525K <0.01% +8,685 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,401 shares 10,401 $524K <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,479 shares; 2025Q1: 13,205 shares; 2025Q2: 64,292 shares; 2025Q3: 56,559 shares; 2025Q4: 64,882 shares 64,882 $524K <0.01% +8,323 Timeline EDV 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: not reported; 2024Q4: not reported; 2025Q1: 7,427 shares; 2025Q2: 7,427 shares; 2025Q3: 7,400 shares; 2025Q4: 7,626 shares 7,626 $521K <0.01% +226 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,611 shares; 2025Q1: 6,608 shares; 2025Q2: 6,730 shares; 2025Q3: 6,929 shares; 2025Q4: 7,134 shares 7,134 $521K <0.01% +205 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,007 shares; 2024Q4: 19,275 shares; 2025Q1: 20,631 shares; 2025Q2: 18,325 shares; 2025Q3: 33,283 shares; 2025Q4: 43,544 shares 43,544 $519K <0.01% +10,261 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,977 shares 14,977 $517K <0.01% new Timeline SPYI 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: 7,826 shares; 2025Q4: 9,845 shares 9,845 $517K <0.01% +2,019 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,046 shares; 2025Q1: 22,085 shares; 2025Q2: 22,084 shares; 2025Q3: 22,100 shares; 2025Q4: 26,031 shares 26,031 $516K <0.01% +3,931 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,846 shares; 2025Q3: not reported; 2025Q4: 19,943 shares 19,943 $514K <0.01% new Timeline DFEV 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: 13,270 shares; 2024Q4: 13,715 shares; 2025Q1: 13,270 shares; 2025Q2: 12,580 shares; 2025Q3: 13,270 shares; 2025Q4: 15,157 shares 15,157 $511K <0.01% +1,887 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,962 shares 1,962 $507K <0.01% new Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,190 shares; 2025Q1: 16,191 shares; 2025Q2: 16,232 shares; 2025Q3: 90,870 shares; 2025Q4: 16,333 shares 16,333 $507K <0.01% -74,537 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,958 shares; 2025Q4: 28,700 shares 28,700 $507K <0.01% +17,742 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,528 shares 15,528 $506K <0.01% new Timeline CABO CABLE ONE INC More: the full row for CABLE ONE 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: 4,472 shares 4,472 $505K <0.01% new Timeline IMTB 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: 11,407 shares; 2025Q3: 11,407 shares; 2025Q4: 11,407 shares 11,407 $504K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,321 shares; 2024Q4: 26,454 shares; 2025Q1: 25,419 shares; 2025Q2: 13,028 shares; 2025Q3: not reported; 2025Q4: 1,187 shares 1,187 $501K <0.01% new Timeline GTLS CHART INDS INC More: the full row for CHART 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: 3,143 shares; 2025Q3: 1,499 shares; 2025Q4: 2,422 shares 2,422 $500K <0.01% +923 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,587 shares 5,587 $499K <0.01% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,500 shares 18,500 $499K <0.01% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,227 shares; 2025Q4: 17,486 shares 17,486 $499K <0.01% +259 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,233 shares 1,233 $498K <0.01% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,265 shares; 2025Q1: 5,434 shares; 2025Q2: 6,457 shares; 2025Q3: 10,209 shares; 2025Q4: 8,418 shares 8,418 $498K <0.01% -1,791 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,651 shares 14,651 $496K <0.01% new 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: 26,381 shares; 2024Q4: 27,927 shares; 2025Q1: 27,664 shares; 2025Q2: 26,093 shares; 2025Q3: 25,623 shares; 2025Q4: 35,038 shares 35,038 $494K <0.01% +9,415 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,092 shares; 2025Q1: 3,887 shares; 2025Q2: 5,451 shares; 2025Q3: 5,260 shares; 2025Q4: 7,876 shares 7,876 $492K <0.01% +2,616 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: 1,453 shares; 2025Q4: 1,890 shares 1,890 $490K <0.01% +437 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,857 shares; 2025Q2: 7,358 shares; 2025Q3: 5,135 shares; 2025Q4: 7,627 shares 7,627 $490K <0.01% +2,492 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares 1,239 $488K <0.01% new Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV 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: 30,768 shares 30,768 $488K <0.01% new Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,974 shares; 2024Q4: 20,771 shares; 2025Q1: 23,146 shares; 2025Q2: 23,903 shares; 2025Q3: 24,123 shares; 2025Q4: 25,692 shares 25,692 $487K <0.01% +1,569 Timeline EWZS 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: 43,456 shares; 2025Q3: 42,659 shares; 2025Q4: 37,504 shares 37,504 $485K <0.01% -5,155 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 5,510 shares 5,510 $485K <0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,274 shares; 2025Q1: 16,273 shares; 2025Q2: 30,295 shares; 2025Q3: 26,080 shares; 2025Q4: 24,134 shares 24,134 $483K <0.01% -1,946 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,032 shares 7,032 $482K <0.01% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: not reported; 2025Q1: 5,384 shares; 2025Q2: 6,334 shares; 2025Q3: 7,792 shares; 2025Q4: 6,466 shares 6,466 $481K <0.01% -1,326 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS 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: 325 shares; 2025Q3: 5,049 shares; 2025Q4: 438 shares 438 $481K <0.01% -4,611 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 9,854 shares; 2025Q1: 10,216 shares; 2025Q2: not reported; 2025Q3: 7,617 shares; 2025Q4: 7,527 shares 7,527 $479K <0.01% -90 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317,443 shares 317,443 $479K <0.01% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,159 shares; 2025Q3: 6,031 shares; 2025Q4: 7,564 shares 7,564 $479K <0.01% +1,533 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,591 shares; 2024Q4: 16,866 shares; 2025Q1: 16,866 shares; 2025Q2: 16,866 shares; 2025Q3: 16,093 shares; 2025Q4: 16,093 shares 16,093 $476K <0.01% 0 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,417 shares; 2025Q3: 7,732 shares; 2025Q4: 9,740 shares 9,740 $475K <0.01% +2,008 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,190 shares; 2024Q4: 16,190 shares; 2025Q1: 24,911 shares; 2025Q2: 16,862 shares; 2025Q3: 16,862 shares; 2025Q4: 18,835 shares 18,835 $474K <0.01% +1,973 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,117 shares; 2024Q4: 12,455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,050 shares; 2025Q4: 9,845 shares 9,845 $474K <0.01% +1,795 Timeline TOGA MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,820 shares 13,820 $474K <0.01% new 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: 17,020 shares; 2025Q1: 36,427 shares; 2025Q2: 46,532 shares; 2025Q3: 33,381 shares; 2025Q4: 40,536 shares 40,536 $473K <0.01% +7,155 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: not reported; 2024Q4: 22,497 shares; 2025Q1: 19,327 shares; 2025Q2: 27,977 shares; 2025Q3: 29,927 shares; 2025Q4: 33,380 shares 33,380 $473K <0.01% +3,453 Timeline UDMY UDEMY INC More: the full row for UDEMY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,956 shares; 2024Q4: 77,969 shares; 2025Q1: 79,437 shares; 2025Q2: 79,413 shares; 2025Q3: 81,360 shares; 2025Q4: 80,519 shares 80,519 $471K <0.01% -841 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX 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: 18,316 shares; 2025Q4: 173,297 shares 173,297 $470K <0.01% +154,981 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,285 shares; 2025Q1: 2,591 shares; 2025Q2: 4,553 shares; 2025Q3: 4,558 shares; 2025Q4: 4,953 shares 4,953 $469K <0.01% +395 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,568 shares; 2025Q1: 5,540 shares; 2025Q2: 5,795 shares; 2025Q3: 4,428 shares; 2025Q4: 13,003 shares 13,003 $468K <0.01% +8,575 Timeline SHE 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: 3,538 shares; 2025Q3: 3,538 shares; 2025Q4: 3,540 shares 3,540 $468K <0.01% +2 Timeline IBDX 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: 18,297 shares; 2025Q3: 18,297 shares; 2025Q4: 18,297 shares 18,297 $467K <0.01% 0 Timeline IHDG 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: 6,014 shares; 2025Q3: 7,991 shares; 2025Q4: 9,583 shares 9,583 $466K <0.01% +1,592 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,365 shares; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 4,538 shares 4,538 $466K <0.01% +1,203 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,198 shares; 2025Q2: 11,578 shares; 2025Q3: 11,578 shares; 2025Q4: 11,578 shares 11,578 $463K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,707 shares 2,707 $462K <0.01% new Timeline CADL CANDEL THERAPEUTICS INC More: the full row for CANDEL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,816 shares 81,816 $462K <0.01% new Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,292 shares; 2024Q4: 14,481 shares; 2025Q1: 14,521 shares; 2025Q2: 14,575 shares; 2025Q3: 14,392 shares; 2025Q4: 14,930 shares 14,930 $462K <0.01% +538 Timeline DSMC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,019 shares 13,019 $462K <0.01% new 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: 7,560 shares; 2024Q4: 5,280 shares; 2025Q1: 6,866 shares; 2025Q2: 7,306 shares; 2025Q3: not reported; 2025Q4: 10,633 shares 10,633 $462K <0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,471 shares; 2025Q4: 14,247 shares 14,247 $461K <0.01% -10,224 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH 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: 70,833 shares; 2025Q4: 71,016 shares 71,016 $459K <0.01% +183 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 8,839 shares; 2025Q1: 8,515 shares; 2025Q2: 8,575 shares; 2025Q3: 6,840 shares; 2025Q4: 4,669 shares 4,669 $459K <0.01% -2,171 Timeline DSTX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,249 shares 14,249 $452K <0.01% new Timeline EIS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,100 shares 4,100 $451K <0.01% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,848 shares 1,848 $450K <0.01% new Timeline BLOK 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: 5,805 shares; 2025Q1: 5,700 shares; 2025Q2: 5,018 shares; 2025Q3: 5,467 shares; 2025Q4: 7,896 shares 7,896 $449K <0.01% +2,429 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: 2,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,187 shares; 2025Q3: 4,444 shares; 2025Q4: 6,037 shares 6,037 $448K <0.01% +1,593 Timeline