FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,568 shares; 2025Q2: 4,672 shares; 2025Q3: 4,672 shares; 2025Q4: 4,672 shares 4,672 $129K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 4,239 shares; 2025Q1: 3,651 shares; 2025Q2: 3,545 shares; 2025Q3: 5,926 shares; 2025Q4: 5,384 shares 5,384 $129K <0.01% -542 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,474 shares; 2025Q1: 5,474 shares; 2025Q2: 5,474 shares; 2025Q3: 5,369 shares; 2025Q4: 5,369 shares 5,369 $129K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,158 shares; 2025Q1: 906 shares; 2025Q2: 1,012 shares; 2025Q3: 1,010 shares; 2025Q4: 999 shares 999 $129K <0.01% -11 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: 3,129 shares; 2024Q4: 4,412 shares; 2025Q1: 4,666 shares; 2025Q2: 3,492 shares; 2025Q3: 2,845 shares; 2025Q4: 3,357 shares 3,357 $129K <0.01% +512 Timeline SNPG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 4,277 shares; 2025Q1: 3,897 shares; 2025Q2: 3,897 shares; 2025Q3: 2,691 shares; 2025Q4: 2,414 shares 2,414 $129K <0.01% -277 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,813 shares; 2024Q4: 5,927 shares; 2025Q1: 5,841 shares; 2025Q2: 1,164 shares; 2025Q3: 1,617 shares; 2025Q4: 1,845 shares 1,845 $128K <0.01% +228 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 203 shares; 2025Q1: 417 shares; 2025Q2: 466 shares; 2025Q3: 425 shares; 2025Q4: 346 shares 346 $128K <0.01% -79 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 69 shares; 2025Q1: 59 shares; 2025Q2: 87 shares; 2025Q3: 108 shares; 2025Q4: 303 shares 303 $127K <0.01% +195 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 248 shares; 2025Q1: 288 shares; 2025Q2: 199 shares; 2025Q3: 478 shares; 2025Q4: 496 shares 496 $127K <0.01% +18 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 510 shares; 2025Q1: 2,010 shares; 2025Q2: 3,010 shares; 2025Q3: 210 shares; 2025Q4: 13,393 shares 13,393 $127K <0.01% +13,183 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,310 shares 8,310 $127K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 840 shares; 2025Q1: 938 shares; 2025Q2: 1,032 shares; 2025Q3: 1,030 shares; 2025Q4: 928 shares 928 $127K <0.01% -102 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 9,406 shares; 2025Q1: 10,437 shares; 2025Q2: 11,459 shares; 2025Q3: 12,947 shares; 2025Q4: 12,978 shares 12,978 $127K <0.01% +31 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: 851 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 5,600 shares; 2025Q3: 5,701 shares; 2025Q4: 6,682 shares 6,682 $126K <0.01% +981 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,117 shares; 2025Q3: 2,081 shares; 2025Q4: 2,093 shares 2,093 $126K <0.01% +12 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 407 shares; 2025Q1: 21,141 shares; 2025Q2: 23,289 shares; 2025Q3: 23,377 shares; 2025Q4: 15,125 shares 15,125 $126K <0.01% -8,252 Timeline NJUN 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 4,152 shares; 2025Q3: 4,152 shares; 2025Q4: 3,996 shares 3,996 $126K <0.01% -156 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,857 shares; 2024Q4: 13,857 shares; 2025Q1: 12,688 shares; 2025Q2: 12,688 shares; 2025Q3: 12,688 shares; 2025Q4: 12,688 shares 12,688 $126K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,314 shares; 2025Q1: 1,256 shares; 2025Q2: 1,056 shares; 2025Q3: 1,271 shares; 2025Q4: 1,586 shares 1,586 $126K <0.01% +315 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 10,011 shares; 2025Q1: 10,011 shares; 2025Q2: 10,011 shares; 2025Q3: 10,011 shares; 2025Q4: 10,011 shares 10,011 $126K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,621 shares; 2025Q1: 2,051 shares; 2025Q2: 2,045 shares; 2025Q3: 1,357 shares; 2025Q4: 1,207 shares 1,207 $125K <0.01% -150 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: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 25 shares; 2025Q3: 27 shares; 2025Q4: 542 shares 542 $125K <0.01% +515 Timeline XBI 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: 684 shares; 2024Q4: 684 shares; 2025Q1: 650 shares; 2025Q2: 644 shares; 2025Q3: 755 shares; 2025Q4: 1,017 shares 1,017 $124K <0.01% +262 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,201 shares 6,201 $124K <0.01% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,414 shares; 2025Q1: 3,402 shares; 2025Q2: 3,398 shares; 2025Q3: 3,336 shares; 2025Q4: 3,340 shares 3,340 $124K <0.01% +4 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 1,629 shares; 2025Q1: 1,674 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,381 shares 1,381 $123K <0.01% 0 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 1,695 shares; 2025Q2: 798 shares; 2025Q3: 855 shares; 2025Q4: 833 shares 833 $123K <0.01% -22 Timeline KORP 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: 1,387 shares; 2025Q2: 4,192 shares; 2025Q3: 2,590 shares; 2025Q4: 2,600 shares 2,600 $123K <0.01% +10 Timeline DEM 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: 2,463 shares; 2024Q4: 2,506 shares; 2025Q1: 2,248 shares; 2025Q2: 2,513 shares; 2025Q3: 2,613 shares; 2025Q4: 2,629 shares 2,629 $123K <0.01% +16 Timeline TFJL 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: 741 shares; 2024Q4: 1,454 shares; 2025Q1: 1,186 shares; 2025Q2: 6,185 shares; 2025Q3: 6,185 shares; 2025Q4: 6,185 shares 6,185 $122K <0.01% 0 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: 770 shares; 2025Q1: 2,130 shares; 2025Q2: 2,030 shares; 2025Q3: 2,512 shares; 2025Q4: 5,527 shares 5,527 $122K <0.01% +3,015 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 5,540 shares; 2025Q1: 6,497 shares; 2025Q2: 5,955 shares; 2025Q3: 5,830 shares; 2025Q4: 5,224 shares 5,224 $122K <0.01% -606 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: 20,072 shares; 2024Q4: 19,372 shares; 2025Q1: 13,643 shares; 2025Q2: 12,764 shares; 2025Q3: 12,642 shares; 2025Q4: 9,478 shares 9,478 $122K <0.01% -3,164 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES 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: 2,500 shares; 2025Q2: 2,987 shares; 2025Q3: 3,137 shares; 2025Q4: 3,137 shares 3,137 $122K <0.01% 0 Timeline FDEM 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: 3,279 shares; 2024Q4: 3,299 shares; 2025Q1: 3,331 shares; 2025Q2: 3,904 shares; 2025Q3: 3,843 shares; 2025Q4: 3,949 shares 3,949 $122K <0.01% +106 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 8,273 shares 8,273 $122K <0.01% +6,448 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,101 shares; 2025Q4: 3,495 shares 3,495 $121K <0.01% +2,394 Timeline ESG 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: 1,174 shares; 2024Q4: 1,240 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 843 shares; 2025Q4: 762 shares 762 $121K <0.01% -81 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,096 shares; 2025Q2: 12,766 shares; 2025Q3: 12,766 shares; 2025Q4: 4,750 shares 4,750 $121K <0.01% -8,016 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,331 shares; 2025Q1: 6,681 shares; 2025Q2: 7,207 shares; 2025Q3: 7,207 shares; 2025Q4: 5,891 shares 5,891 $121K <0.01% -1,316 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 810 shares; 2025Q3: 1,879 shares; 2025Q4: 1,906 shares 1,906 $121K <0.01% +27 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 733 shares; 2025Q1: 929 shares; 2025Q2: 911 shares; 2025Q3: 1,004 shares; 2025Q4: 803 shares 803 $121K <0.01% -201 Timeline HNI HNI CORP More: the full row for HNI 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: 2,410 shares; 2025Q2: 2,427 shares; 2025Q3: 2,445 shares; 2025Q4: 2,867 shares 2,867 $121K <0.01% +422 Timeline SEPQ 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: 9,159 shares; 2024Q4: 8,084 shares; 2025Q1: 8,036 shares; 2025Q2: 4,615 shares; 2025Q3: 4,724 shares; 2025Q4: 4,742 shares 4,742 $120K <0.01% +18 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 7,768 shares; 2025Q1: 7,886 shares; 2025Q2: 9,185 shares; 2025Q3: 9,017 shares; 2025Q4: 9,587 shares 9,587 $119K <0.01% +570 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 4,672 shares; 2025Q1: 4,272 shares; 2025Q2: 3,680 shares; 2025Q3: 3,636 shares; 2025Q4: 3,345 shares 3,345 $119K <0.01% -291 Timeline QABA 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: 14,722 shares; 2024Q4: 14,889 shares; 2025Q1: 2,906 shares; 2025Q2: 3,015 shares; 2025Q3: 2,747 shares; 2025Q4: 2,096 shares 2,096 $119K <0.01% -651 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 618 shares; 2025Q1: 631 shares; 2025Q2: 638 shares; 2025Q3: 633 shares; 2025Q4: 534 shares 534 $119K <0.01% -99 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: 476 shares; 2024Q4: 481 shares; 2025Q1: 491 shares; 2025Q2: 489 shares; 2025Q3: 475 shares; 2025Q4: 463 shares 463 $118K <0.01% -12 Timeline FPXI 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: 4,989 shares; 2024Q4: 4,349 shares; 2025Q1: 2,944 shares; 2025Q2: 2,446 shares; 2025Q3: 2,445 shares; 2025Q4: 1,998 shares 1,998 $118K <0.01% -447 Timeline CVSB 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: 25 shares; 2025Q1: 96 shares; 2025Q2: 1,864 shares; 2025Q3: 2,002 shares; 2025Q4: 2,322 shares 2,322 $118K <0.01% +320 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: 5,146 shares; 2024Q4: 5,840 shares; 2025Q1: 5,884 shares; 2025Q2: 5,949 shares; 2025Q3: 6,013 shares; 2025Q4: 5,567 shares 5,567 $118K <0.01% -446 Timeline BNDC 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: 4,800 shares; 2024Q4: 5,275 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares; 2025Q3: 5,324 shares; 2025Q4: 5,248 shares 5,248 $117K <0.01% -76 Timeline NZAC 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: 175 shares; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares 2,731 $117K <0.01% new Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,776 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,845 shares 1,845 $117K <0.01% +4 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 895 shares 895 $117K <0.01% +729 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,176 shares; 2025Q1: 1,202 shares; 2025Q2: 1,022 shares; 2025Q3: 931 shares; 2025Q4: 855 shares 855 $116K <0.01% -76 Timeline RLY 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: 2,591 shares; 2024Q4: 2,780 shares; 2025Q1: 2,749 shares; 2025Q2: 3,159 shares; 2025Q3: 3,001 shares; 2025Q4: 3,693 shares 3,693 $116K <0.01% +692 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: 46 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,640 shares 2,640 $116K <0.01% new Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,239 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 995 shares; 2025Q4: 1,672 shares 1,672 $116K <0.01% +677 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,446 shares; 2024Q4: 24,471 shares; 2025Q1: 42,310 shares; 2025Q2: 9,003 shares; 2025Q3: 7,871 shares; 2025Q4: 2,486 shares 2,486 $116K <0.01% -5,385 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 3,206 shares; 2025Q2: 4,654 shares; 2025Q3: 4,654 shares; 2025Q4: 4,528 shares 4,528 $116K <0.01% -126 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: 1,547 shares; 2024Q4: 2,142 shares; 2025Q1: 2,215 shares; 2025Q2: 2,132 shares; 2025Q3: 2,315 shares; 2025Q4: 2,549 shares 2,549 $115K <0.01% +234 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 48 shares; 2025Q1: 181 shares; 2025Q2: 490 shares; 2025Q3: 417 shares; 2025Q4: 359 shares 359 $115K <0.01% -58 Timeline BFEB 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: 1,738 shares; 2024Q4: 1,738 shares; 2025Q1: 1,969 shares; 2025Q2: 2,582 shares; 2025Q3: 2,351 shares; 2025Q4: 2,351 shares 2,351 $114K <0.01% 0 Timeline DIVB 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: 1,742 shares; 2024Q4: 1,584 shares; 2025Q1: 1,588 shares; 2025Q2: 1,592 shares; 2025Q3: 2,144 shares; 2025Q4: 2,152 shares 2,152 $114K <0.01% +8 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 2,197 shares; 2025Q4: 4,794 shares 4,794 $114K <0.01% +2,597 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 203 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 256 shares 256 $114K <0.01% +8 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares 2,387 $114K <0.01% new Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,709 shares; 2025Q1: 1,990 shares; 2025Q2: 1,991 shares; 2025Q3: 1,993 shares; 2025Q4: 1,995 shares 1,995 $114K <0.01% +2 Timeline DFAX 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: 3,694 shares; 2024Q4: 3,698 shares; 2025Q1: 3,913 shares; 2025Q2: 3,919 shares; 2025Q3: 3,921 shares; 2025Q4: 3,473 shares 3,473 $114K <0.01% -448 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 1,582 shares; 2025Q2: 1,133 shares; 2025Q3: 838 shares; 2025Q4: 1,305 shares 1,305 $113K <0.01% +467 Timeline XMAY 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: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $113K <0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 878 shares; 2025Q1: 887 shares; 2025Q2: 890 shares; 2025Q3: 892 shares; 2025Q4: 895 shares 895 $113K <0.01% +3 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,070 shares; 2025Q1: 2,380 shares; 2025Q2: 2,289 shares; 2025Q3: 2,331 shares; 2025Q4: 2,457 shares 2,457 $113K <0.01% +126 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 407 shares; 2025Q3: 475 shares; 2025Q4: 466 shares 466 $113K <0.01% -9 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 492 shares; 2025Q1: 516 shares; 2025Q2: 1,027 shares; 2025Q3: 535 shares; 2025Q4: 601 shares 601 $113K <0.01% +66 Timeline QSIG 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: 1,577 shares; 2024Q4: 1,602 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,890 shares; 2025Q4: 2,307 shares 2,307 $113K <0.01% +417 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 595 shares; 2025Q1: 590 shares; 2025Q2: 569 shares; 2025Q3: 586 shares; 2025Q4: 583 shares 583 $113K <0.01% -3 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,404 shares; 2025Q1: 2,590 shares; 2025Q2: 1,270 shares; 2025Q3: 2,887 shares; 2025Q4: 2,304 shares 2,304 $113K <0.01% -583 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 6,880 shares; 2025Q1: 4,635 shares; 2025Q2: 5,824 shares; 2025Q3: 5,088 shares; 2025Q4: 4,153 shares 4,153 $113K <0.01% -935 Timeline QCJL 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares 4,750 $113K <0.01% 0 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,789 shares; 2024Q4: 20,789 shares; 2025Q1: 20,789 shares; 2025Q2: 20,789 shares; 2025Q3: 20,789 shares; 2025Q4: 20,789 shares 20,789 $112K <0.01% 0 Timeline FDTX 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: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 2,831 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares 2,751 $112K <0.01% 0 Timeline SIZE 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: 965 shares; 2024Q4: 961 shares; 2025Q1: 710 shares; 2025Q2: 698 shares; 2025Q3: 688 shares; 2025Q4: 690 shares 690 $112K <0.01% +2 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 4,152 shares; 2025Q1: 4,159 shares; 2025Q2: 4,170 shares; 2025Q3: 4,178 shares; 2025Q4: 4,188 shares 4,188 $111K <0.01% +10 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,824 shares; 2025Q1: 2,959 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 1,693 shares 1,693 $111K <0.01% -638 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,846 shares; 2025Q1: 2,282 shares; 2025Q2: 4,426 shares; 2025Q3: 4,551 shares; 2025Q4: 1,784 shares 1,784 $111K <0.01% -2,767 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: 2,792 shares; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares 646 $110K <0.01% 0 Timeline BNOV 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: 4,666 shares; 2024Q4: 4,665 shares; 2025Q1: 3,768 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 2,479 shares 2,479 $110K <0.01% -1,236 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 398 shares; 2025Q1: 422 shares; 2025Q2: 454 shares; 2025Q3: 428 shares; 2025Q4: 682 shares 682 $110K <0.01% +254 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: 2,579 shares; 2024Q4: 2,546 shares; 2025Q1: 2,729 shares; 2025Q2: 2,740 shares; 2025Q3: 2,742 shares; 2025Q4: 2,856 shares 2,856 $110K <0.01% +114 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,396 shares 3,396 $109K <0.01% new Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,412 shares; 2025Q1: 6,412 shares; 2025Q2: 6,412 shares; 2025Q3: 6,412 shares; 2025Q4: 6,412 shares 6,412 $109K <0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 568 shares 568 $109K <0.01% +2 Timeline OUSM 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: 1,200 shares; 2024Q4: 4,618 shares; 2025Q1: 4,188 shares; 2025Q2: 4,063 shares; 2025Q3: 1,450 shares; 2025Q4: 2,472 shares 2,472 $108K <0.01% +1,022 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 496 shares; 2025Q1: 820 shares; 2025Q2: 854 shares; 2025Q3: 2,044 shares; 2025Q4: 2,361 shares 2,361 $108K <0.01% +317 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,691 shares; 2025Q1: 5,337 shares; 2025Q2: 5,449 shares; 2025Q3: 5,591 shares; 2025Q4: 5,615 shares 5,615 $107K <0.01% +24 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 631 shares; 2025Q1: 290 shares; 2025Q2: 232 shares; 2025Q3: 462 shares; 2025Q4: 2,338 shares 2,338 $107K <0.01% +1,876 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: 1,461 shares; 2024Q4: 1,474 shares; 2025Q1: 1,579 shares; 2025Q2: 3,774 shares; 2025Q3: 1,761 shares; 2025Q4: 1,784 shares 1,784 $107K <0.01% +23 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: 1,767 shares; 2024Q4: 1,679 shares; 2025Q1: 1,236 shares; 2025Q2: 1,091 shares; 2025Q3: 1,092 shares; 2025Q4: 1,094 shares 1,094 $107K <0.01% +2 Timeline FAI 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: 1,737 shares; 2025Q4: 2,598 shares 2,598 $107K <0.01% +861 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,469 shares; 2025Q1: 1,363 shares; 2025Q2: 1,393 shares; 2025Q3: 1,537 shares; 2025Q4: 1,463 shares 1,463 $106K <0.01% -74 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: 642 shares; 2024Q4: 1,854 shares; 2025Q1: 4,658 shares; 2025Q2: 7,780 shares; 2025Q3: 3,724 shares; 2025Q4: 3,076 shares 3,076 $106K <0.01% -648 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,969 shares 8,969 $106K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 406 shares; 2025Q1: 401 shares; 2025Q2: 404 shares; 2025Q3: 401 shares; 2025Q4: 373 shares 373 $106K <0.01% -28 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,904 shares; 2025Q1: 3,311 shares; 2025Q2: 3,172 shares; 2025Q3: 3,404 shares; 2025Q4: 2,750 shares 2,750 $106K <0.01% -654 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 186 shares; 2025Q1: 301 shares; 2025Q2: 369 shares; 2025Q3: 454 shares; 2025Q4: 545 shares 545 $105K <0.01% +91 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,305 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $105K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,465 shares; 2025Q1: 1,513 shares; 2025Q2: 1,540 shares; 2025Q3: 1,306 shares; 2025Q4: 1,320 shares 1,320 $105K <0.01% +14 Timeline FSTA 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: 2,412 shares; 2024Q4: 2,436 shares; 2025Q1: 2,438 shares; 2025Q2: 2,418 shares; 2025Q3: 2,129 shares; 2025Q4: 2,129 shares 2,129 $105K <0.01% 0 Timeline JABS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,073 shares 2,073 $104K <0.01% new Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,338 shares; 2024Q4: 102,660 shares; 2025Q1: 4,831 shares; 2025Q2: 3,174 shares; 2025Q3: 2,487 shares; 2025Q4: 1,987 shares 1,987 $104K <0.01% -500 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 150 shares; 2025Q2: 242 shares; 2025Q3: 436 shares; 2025Q4: 466 shares 466 $104K <0.01% +30 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 805 shares; 2025Q1: 676 shares; 2025Q2: 732 shares; 2025Q3: 897 shares; 2025Q4: 720 shares 720 $103K <0.01% -177 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 13,659 shares; 2025Q4: 13,659 shares 13,659 $103K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,195 shares; 2025Q1: 666 shares; 2025Q2: 939 shares; 2025Q3: 666 shares; 2025Q4: 807 shares 807 $103K <0.01% +141 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares 1,164 $103K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,723 shares; 2024Q4: 1,267 shares; 2025Q1: 1,276 shares; 2025Q2: 1,306 shares; 2025Q3: 1,233 shares; 2025Q4: 2,264 shares 2,264 $103K <0.01% +1,031 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: 829 shares; 2024Q4: 771 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 891 shares; 2025Q4: 1,119 shares 1,119 $102K <0.01% +228 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $102K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 3,113 shares; 2025Q1: 2,593 shares; 2025Q2: 2,154 shares; 2025Q3: 1,690 shares; 2025Q4: 1,576 shares 1,576 $102K <0.01% -114 Timeline SEMI 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: 3,203 shares; 2024Q4: 3,123 shares; 2025Q1: 2,923 shares; 2025Q2: 2,923 shares; 2025Q3: 2,998 shares; 2025Q4: 3,328 shares 3,328 $102K <0.01% +330 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 744 shares; 2025Q1: 764 shares; 2025Q2: 753 shares; 2025Q3: 802 shares; 2025Q4: 550 shares 550 $102K <0.01% -252 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,383 shares; 2025Q1: 2,859 shares; 2025Q2: 2,852 shares; 2025Q3: 2,856 shares; 2025Q4: 4,256 shares 4,256 $102K <0.01% +1,400 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,519 shares; 2025Q4: 2,037 shares 2,037 $102K <0.01% -482 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 1,626 shares; 2025Q2: 1,626 shares; 2025Q3: 1,826 shares; 2025Q4: 3,874 shares 3,874 $101K <0.01% +2,048 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 130 shares; 2025Q1: 145 shares; 2025Q2: 151 shares; 2025Q3: 149 shares; 2025Q4: 132 shares 132 $101K <0.01% -17 Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,528 shares 2,528 $101K <0.01% 0 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: 498 shares; 2024Q4: 409 shares; 2025Q1: 600 shares; 2025Q2: 485 shares; 2025Q3: 502 shares; 2025Q4: 547 shares 547 $101K <0.01% +45 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,085 shares; 2024Q4: 39,177 shares; 2025Q1: 37,817 shares; 2025Q2: 39,173 shares; 2025Q3: 46,550 shares; 2025Q4: 38,975 shares 38,975 $101K <0.01% -7,575 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,086 shares; 2025Q1: 1,246 shares; 2025Q2: 1,484 shares; 2025Q3: 1,487 shares; 2025Q4: 1,690 shares 1,690 $101K <0.01% +203 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 119 shares; 2025Q1: 120 shares; 2025Q2: 212 shares; 2025Q3: 236 shares; 2025Q4: 339 shares 339 $100K <0.01% +103 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 34 shares; 2025Q1: 41 shares; 2025Q2: 61 shares; 2025Q3: 66 shares; 2025Q4: 75 shares 75 $99.7K <0.01% +9 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 112 shares; 2025Q4: 2,612 shares 2,612 $99.3K <0.01% +2,500 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 3,071 shares; 2025Q1: 2,252 shares; 2025Q2: 2,055 shares; 2025Q3: 2,054 shares; 2025Q4: 2,068 shares 2,068 $99.2K <0.01% +14 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,160 shares; 2025Q2: 2,301 shares; 2025Q3: 3,171 shares; 2025Q4: 3,139 shares 3,139 $99K <0.01% -32 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: 154 shares; 2024Q4: 158 shares; 2025Q1: 200 shares; 2025Q2: 197 shares; 2025Q3: 200 shares; 2025Q4: 218 shares 218 $99K <0.01% +18 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 2,645 shares; 2025Q4: 1,981 shares 1,981 $98.9K <0.01% -664 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 2,457 shares; 2025Q1: 1,115 shares; 2025Q2: 1,136 shares; 2025Q3: 1,249 shares; 2025Q4: 1,256 shares 1,256 $98.9K <0.01% +7 Timeline LQDI 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: 4,640 shares; 2024Q4: 4,640 shares; 2025Q1: 4,555 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares 3,725 $98.6K <0.01% 0 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares 1,018 $98.6K <0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares 1,504 $98.4K <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: 4,718 shares; 2024Q4: 5,825 shares; 2025Q1: 4,825 shares; 2025Q2: 6,489 shares; 2025Q3: 7,639 shares; 2025Q4: 7,446 shares 7,446 $98.3K <0.01% -193 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 916 shares; 2025Q4: 1,297 shares 1,297 $98.3K <0.01% +381 Timeline HYEM 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: 13,620 shares; 2024Q4: 12,545 shares; 2025Q1: 5,500 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 4,936 shares 4,936 $98.2K <0.01% +510 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,717 shares; 2025Q1: 1,411 shares; 2025Q2: 1,275 shares; 2025Q3: 1,874 shares; 2025Q4: 1,867 shares 1,867 $97.9K <0.01% -7 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 485 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 557 shares 557 $97.7K <0.01% +86 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 3,396 shares; 2025Q1: 4,156 shares; 2025Q2: 3,829 shares; 2025Q3: 4,330 shares; 2025Q4: 3,906 shares 3,906 $97.7K <0.01% -424 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: 75 shares; 2024Q4: 89 shares; 2025Q1: 92 shares; 2025Q2: 1,210 shares; 2025Q3: 216 shares; 2025Q4: 1,221 shares 1,221 $97.3K <0.01% +1,005 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,528 shares; 2025Q1: 1,277 shares; 2025Q2: 1,827 shares; 2025Q3: 1,683 shares; 2025Q4: 2,736 shares 2,736 $97.2K <0.01% +1,053 Timeline NBET NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 2,940 shares; 2025Q4: 2,940 shares 2,940 $96.7K <0.01% 0 Timeline FTDS 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: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares 1,710 $96.6K <0.01% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,017 shares; 2025Q3: 1,148 shares; 2025Q4: 1,174 shares 1,174 $96.5K <0.01% +26 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 1,157 shares; 2025Q4: 2,728 shares 2,728 $96K <0.01% +1,571 Timeline IOCT 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: 6,028 shares; 2024Q4: 8,327 shares; 2025Q1: 13,321 shares; 2025Q2: 806 shares; 2025Q3: 2,034 shares; 2025Q4: 2,742 shares 2,742 $95.6K <0.01% +708 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: 1,253 shares; 2024Q4: 626 shares; 2025Q1: 564 shares; 2025Q2: 414 shares; 2025Q3: 367 shares; 2025Q4: 297 shares 297 $95.5K <0.01% -70 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,087 shares; 2025Q1: 1,085 shares; 2025Q2: 1,088 shares; 2025Q3: 1,104 shares; 2025Q4: 1,183 shares 1,183 $95K <0.01% +79 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 6,295 shares; 2025Q1: 6,295 shares; 2025Q2: 6,295 shares; 2025Q3: 6,295 shares; 2025Q4: 6,295 shares 6,295 $94.7K <0.01% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: not reported; 2025Q4: 7,227 shares 7,227 $94.4K <0.01% new Timeline RING 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: 155 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 1,223 shares; 2025Q4: 1,277 shares 1,277 $94K <0.01% +54 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,575 shares; 2025Q2: 861 shares; 2025Q3: 1,124 shares; 2025Q4: 1,081 shares 1,081 $94K <0.01% -43 Timeline DDTL 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: 4,478 shares; 2025Q4: 4,478 shares 4,478 $93.7K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 301 shares; 2025Q1: 286 shares; 2025Q2: 307 shares; 2025Q3: 347 shares; 2025Q4: 542 shares 542 $93.7K <0.01% +195 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 361 shares; 2025Q4: 362 shares 362 $93.6K <0.01% +1 Timeline APRZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares 2,498 $93.5K <0.01% 0 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 3,154 shares 3,154 $93.4K <0.01% +1,620 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 196 shares; 2025Q1: 186 shares; 2025Q2: 199 shares; 2025Q3: 1,344 shares; 2025Q4: 1,204 shares 1,204 $93.2K <0.01% -140 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,201 shares; 2025Q1: 2,210 shares; 2025Q2: 2,164 shares; 2025Q3: 1,992 shares; 2025Q4: 1,066 shares 1,066 $93.1K <0.01% -926 Timeline IHAK 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: 813 shares; 2024Q4: 697 shares; 2025Q1: 1,583 shares; 2025Q2: 2,065 shares; 2025Q3: 2,016 shares; 2025Q4: 1,934 shares 1,934 $93.1K <0.01% -82 Timeline KBE 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: 3,743 shares; 2024Q4: 3,429 shares; 2025Q1: 3,453 shares; 2025Q2: 3,476 shares; 2025Q3: 3,497 shares; 2025Q4: 1,530 shares 1,530 $92.9K <0.01% -1,967 Timeline BSCW 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: 1,741 shares; 2025Q1: 6,757 shares; 2025Q2: 6,843 shares; 2025Q3: 6,927 shares; 2025Q4: 4,439 shares 4,439 $92.7K <0.01% -2,488 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,755 shares; 2025Q1: 1,861 shares; 2025Q2: 979 shares; 2025Q3: 969 shares; 2025Q4: 1,073 shares 1,073 $92.6K <0.01% +104 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: 5,618 shares 5,618 $92.6K <0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 815 shares; 2025Q1: 836 shares; 2025Q2: 761 shares; 2025Q3: 962 shares; 2025Q4: 900 shares 900 $92.5K <0.01% -62 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,849 shares; 2025Q1: 3,139 shares; 2025Q2: 3,711 shares; 2025Q3: 6,436 shares; 2025Q4: 7,886 shares 7,886 $92.5K <0.01% +1,450 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: 1,903 shares; 2024Q4: 1,995 shares; 2025Q1: 2,049 shares; 2025Q2: 2,523 shares; 2025Q3: 2,650 shares; 2025Q4: 2,661 shares 2,661 $92.4K <0.01% +11 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,846 shares; 2025Q1: 1,931 shares; 2025Q2: 1,946 shares; 2025Q3: 2,020 shares; 2025Q4: 2,680 shares 2,680 $92.4K <0.01% +660 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 4,930 shares; 2025Q1: 4,435 shares; 2025Q2: 4,090 shares; 2025Q3: 3,273 shares; 2025Q4: 3,503 shares 3,503 $92.2K <0.01% +230 Timeline DXJ 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: 2,195 shares; 2024Q4: 2,003 shares; 2025Q1: 3,081 shares; 2025Q2: 3,458 shares; 2025Q3: 956 shares; 2025Q4: 640 shares 640 $92.2K <0.01% -316 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 80 shares; 2025Q1: 77 shares; 2025Q2: 98 shares; 2025Q3: 120 shares; 2025Q4: 136 shares 136 $92K <0.01% +16 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,231 shares; 2025Q4: 2,363 shares 2,363 $91.9K <0.01% -868 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,933 shares 3,933 $91.9K <0.01% new Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,882 shares; 2025Q3: 1,882 shares; 2025Q4: 1,912 shares 1,912 $91.8K <0.01% +30 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,169 shares; 2025Q1: 3,169 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares 3,169 $91.7K <0.01% 0 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 1,375 shares 1,375 $91.5K <0.01% +1,355 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 2,874 shares; 2025Q1: 1,262 shares; 2025Q2: 2,773 shares; 2025Q3: 1,528 shares; 2025Q4: 1,422 shares 1,422 $91.1K <0.01% -106 Timeline HEGD 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: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 2,834 shares; 2025Q4: 3,601 shares 3,601 $90.8K <0.01% +767 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 12,200 shares; 2025Q2: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 7,700 shares 7,700 $90.4K <0.01% -750 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD 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: 3,647 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 8,179 shares 8,179 $90.2K <0.01% +4,532 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: 9,655 shares; 2024Q4: 5,868 shares; 2025Q1: 5,353 shares; 2025Q2: 5,723 shares; 2025Q3: 5,593 shares; 2025Q4: 2,180 shares 2,180 $90K <0.01% -3,413 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,240 shares; 2025Q1: 1,895 shares; 2025Q2: 1,779 shares; 2025Q3: 2,013 shares; 2025Q4: 1,926 shares 1,926 $89.9K <0.01% -87 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,736 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares 1,495 $89.9K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,022 shares; 2025Q1: 1,036 shares; 2025Q2: 1,028 shares; 2025Q3: 1,033 shares; 2025Q4: 1,031 shares 1,031 $89.9K <0.01% -2 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,428 shares; 2025Q1: 5,091 shares; 2025Q2: 5,112 shares; 2025Q3: 5,133 shares; 2025Q4: 5,161 shares 5,161 $89.8K <0.01% +28 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 1,699 shares; 2025Q1: 1,239 shares; 2025Q2: 1,404 shares; 2025Q3: 2,076 shares; 2025Q4: 3,487 shares 3,487 $89.3K <0.01% +1,411 Timeline FINX 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: 3,150 shares; 2024Q4: 3,158 shares; 2025Q1: 2,807 shares; 2025Q2: 3,228 shares; 2025Q3: 2,941 shares; 2025Q4: 3,021 shares 3,021 $88.9K <0.01% +80 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 49 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 1,948 shares 1,948 $88.9K <0.01% +1,900 Timeline RISN NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 1,955 shares; 2025Q3: 3,570 shares; 2025Q4: 3,059 shares 3,059 $88.8K <0.01% -511 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares 2,245 $88.7K <0.01% 0 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,237 shares; 2025Q1: 6,637 shares; 2025Q2: 4,737 shares; 2025Q3: 6,237 shares; 2025Q4: 7,237 shares 7,237 $88.4K <0.01% +1,000 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 565 shares; 2025Q1: 672 shares; 2025Q2: 638 shares; 2025Q3: 773 shares; 2025Q4: 991 shares 991 $88.1K <0.01% +218 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,923 shares; 2025Q1: 1,946 shares; 2025Q2: 1,046 shares; 2025Q3: 1,063 shares; 2025Q4: 1,118 shares 1,118 $87.6K <0.01% +55 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 7,715 shares; 2025Q1: 6,295 shares; 2025Q2: 6,152 shares; 2025Q3: 4,920 shares; 2025Q4: 3,134 shares 3,134 $87.5K <0.01% -1,786 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,418 shares; 2025Q1: 918 shares; 2025Q2: 1,220 shares; 2025Q3: 1,216 shares; 2025Q4: 1,730 shares 1,730 $87.4K <0.01% +514 Timeline ALX ALEXANDERS INC More: the full row for ALEXANDERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 401 shares 401 $87.4K <0.01% -100 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,405 shares; 2025Q1: 3,409 shares; 2025Q2: 3,412 shares; 2025Q3: 3,077 shares; 2025Q4: 2,729 shares 2,729 $86.9K <0.01% -348 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: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares 3,450 $86.9K <0.01% 0 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: 733 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares 1,653 $86.6K <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 624 shares; 2025Q1: 360 shares; 2025Q2: 346 shares; 2025Q3: 347 shares; 2025Q4: 308 shares 308 $86.5K <0.01% -39 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 274 shares 274 $86.3K <0.01% +52 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS 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: 763 shares 763 $86.2K <0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,014 shares; 2025Q1: 1,154 shares; 2025Q2: 1,401 shares; 2025Q3: 1,309 shares; 2025Q4: 1,321 shares 1,321 $86K <0.01% +12 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 492 shares; 2025Q1: 488 shares; 2025Q2: 452 shares; 2025Q3: 461 shares; 2025Q4: 462 shares 462 $85.7K <0.01% +1 Timeline LQDB 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: 400 shares; 2025Q4: 984 shares 984 $85.7K <0.01% +584 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: 5,704 shares; 2024Q4: 5,804 shares; 2025Q1: 2,869 shares; 2025Q2: 2,833 shares; 2025Q3: 2,627 shares; 2025Q4: 2,527 shares 2,527 $85.6K <0.01% -100 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC 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: 7,000 shares 7,000 $85.3K <0.01% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,934 shares; 2025Q1: 2,700 shares; 2025Q2: 2,585 shares; 2025Q3: 1,563 shares; 2025Q4: 1,134 shares 1,134 $85.2K <0.01% -429 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 611 shares; 2025Q1: 559 shares; 2025Q2: 474 shares; 2025Q3: 590 shares; 2025Q4: 641 shares 641 $85.1K <0.01% +51 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 3,799 shares 3,799 $84.9K <0.01% +3,769 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,492 shares; 2025Q1: 3,492 shares; 2025Q2: 3,492 shares; 2025Q3: 3,492 shares; 2025Q4: 3,856 shares 3,856 $84.9K <0.01% +364 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 5,610 shares; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 5,610 shares; 2025Q4: 6,134 shares 6,134 $84.9K <0.01% +524 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: 1,175 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,221 shares 1,221 $84.8K <0.01% +21 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 7,883 shares; 2025Q1: 7,603 shares; 2025Q2: 7,574 shares; 2025Q3: 4,710 shares; 2025Q4: 2,173 shares 2,173 $84.4K <0.01% -2,537 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,317 shares; 2024Q4: 7,317 shares; 2025Q1: 7,317 shares; 2025Q2: 7,317 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares 7,317 $84.1K <0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,111 shares 1,111 $84K <0.01% -17 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 655 shares; 2025Q1: 690 shares; 2025Q2: 813 shares; 2025Q3: 889 shares; 2025Q4: 1,094 shares 1,094 $83.9K <0.01% +205 Timeline CPSA 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: 32,243 shares; 2024Q4: 30,612 shares; 2025Q1: 22,737 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares; 2025Q4: 3,095 shares 3,095 $83.4K <0.01% -206 Timeline FHDG 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: 2,451 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares 2,451 $83.2K <0.01% 0 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: 399 shares; 2024Q4: 407 shares; 2025Q1: 428 shares; 2025Q2: 405 shares; 2025Q3: 406 shares; 2025Q4: 398 shares 398 $82.7K <0.01% -8 Timeline LEGR 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: 713 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 1,421 shares; 2025Q4: 1,388 shares 1,388 $82.6K <0.01% -33 Timeline UAPR 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: 3,925 shares; 2024Q4: 4,706 shares; 2025Q1: 4,696 shares; 2025Q2: 5,129 shares; 2025Q3: 5,106 shares; 2025Q4: 2,517 shares 2,517 $82.5K <0.01% -2,589 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 1,030 shares; 2025Q1: 1,330 shares; 2025Q2: 1,300 shares; 2025Q3: 1,309 shares; 2025Q4: 1,300 shares 1,300 $82.2K <0.01% -9 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: not reported; 2025Q4: 2,471 shares 2,471 $82.1K <0.01% new Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 7,746 shares; 2025Q1: 7,746 shares; 2025Q2: 7,746 shares; 2025Q3: 10,746 shares; 2025Q4: 8,566 shares 8,566 $82K <0.01% -2,180 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,882 shares; 2025Q1: 4,900 shares; 2025Q2: 4,987 shares; 2025Q3: 5,443 shares; 2025Q4: 5,719 shares 5,719 $81.9K <0.01% +276 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 41 shares; 2025Q2: 67 shares; 2025Q3: 825 shares; 2025Q4: 799 shares 799 $81.6K <0.01% -26 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 11,090 shares; 2025Q1: 11,090 shares; 2025Q2: 23,490 shares; 2025Q3: 19,903 shares; 2025Q4: 19,753 shares 19,753 $81.6K <0.01% -150 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 413 shares; 2025Q1: 220 shares; 2025Q2: 240 shares; 2025Q3: 413 shares; 2025Q4: 397 shares 397 $81.2K <0.01% -16 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,883 shares; 2025Q1: 1,911 shares; 2025Q2: 1,982 shares; 2025Q3: 1,623 shares; 2025Q4: 1,623 shares 1,623 $81K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 427 shares; 2025Q1: 434 shares; 2025Q2: 435 shares; 2025Q3: 448 shares; 2025Q4: 445 shares 445 $80.9K <0.01% -3 Timeline VGHY VANGUARD FIXED INCOME SECS F More: the full row for VANGUARD FIXED INCOME SECS 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: 1,071 shares 1,071 $80.7K <0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,632 shares; 2025Q1: 1,886 shares; 2025Q2: 2,237 shares; 2025Q3: 3,846 shares; 2025Q4: 3,914 shares 3,914 $80.2K <0.01% +68 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 8,535 shares; 2025Q1: 3,672 shares; 2025Q2: 2,950 shares; 2025Q3: 2,904 shares; 2025Q4: 2,898 shares 2,898 $79.1K <0.01% -6 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,024 shares; 2025Q2: 12,130 shares; 2025Q3: 12,130 shares; 2025Q4: 3,090 shares 3,090 $79.1K <0.01% -9,040 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 606 shares; 2025Q2: 831 shares; 2025Q3: 1,566 shares; 2025Q4: 1,140 shares 1,140 $78.8K <0.01% -426 Timeline PRN 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: 595 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $78.6K <0.01% 0 Timeline IYT 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: 848 shares; 2024Q4: 720 shares; 2025Q1: 1,127 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares 1,051 $78.3K <0.01% 0 Timeline BUFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 1,950 shares 1,950 $78.2K <0.01% +1,153 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 791 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 484 shares 484 $77.4K <0.01% +30 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 908 shares; 2025Q1: 1,012 shares; 2025Q2: 795 shares; 2025Q3: 864 shares; 2025Q4: 756 shares 756 $77.4K <0.01% -108 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 133 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 145 shares 145 $77.3K <0.01% -4 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 593 shares; 2025Q1: 609 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 724 shares 724 $77K <0.01% +34 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 931 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares 1,077 $76.9K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 660 shares; 2025Q1: 686 shares; 2025Q2: 703 shares; 2025Q3: 660 shares; 2025Q4: 463 shares 463 $76.9K <0.01% -197 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 2,123 shares; 2025Q4: 2,113 shares 2,113 $76.7K <0.01% -10 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,698 shares; 2024Q4: 3,995 shares; 2025Q1: 9,507 shares; 2025Q2: 8,507 shares; 2025Q3: 8,507 shares; 2025Q4: 8,453 shares 8,453 $76.6K <0.01% -54 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares 3,077 $76.4K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 53 shares; 2025Q1: 66 shares; 2025Q2: 256 shares; 2025Q3: 618 shares; 2025Q4: 712 shares 712 $76.2K <0.01% +94 Timeline IWX 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: 619 shares; 2024Q4: 294 shares; 2025Q1: 666 shares; 2025Q2: 410 shares; 2025Q3: 411 shares; 2025Q4: 829 shares 829 $76.2K <0.01% +418 Timeline JUNM 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: 7,752 shares; 2024Q4: 7,752 shares; 2025Q1: 7,752 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares 2,225 $76.2K <0.01% 0 Timeline AFDM 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: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 946 shares 946 $76.2K <0.01% 0 Timeline IYK 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: 1,963 shares; 2024Q4: 1,964 shares; 2025Q1: 1,526 shares; 2025Q2: 6,488 shares; 2025Q3: 1,269 shares; 2025Q4: 1,137 shares 1,137 $76.1K <0.01% -132 Timeline TDEC 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: 550 shares; 2025Q1: 550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,149 shares 3,149 $76K <0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 1,632 shares; 2025Q1: 2,528 shares; 2025Q2: 2,617 shares; 2025Q3: 3,090 shares; 2025Q4: 3,008 shares 3,008 $75.4K <0.01% -82 Timeline IJUN 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: 4,057 shares; 2024Q4: 5,887 shares; 2025Q1: 6,610 shares; 2025Q2: 64,247 shares; 2025Q3: 64,070 shares; 2025Q4: 2,579 shares 2,579 $75.4K <0.01% -61,491 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,200 shares; 2025Q1: 1,237 shares; 2025Q2: 1,290 shares; 2025Q3: 1,286 shares; 2025Q4: 432 shares 432 $75K <0.01% -854 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 842 shares; 2025Q1: 830 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 845 shares 845 $75K <0.01% +3 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,576 shares; 2025Q2: 2,576 shares; 2025Q3: 2,576 shares; 2025Q4: 2,660 shares 2,660 $74.9K <0.01% +84 Timeline NUMV 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: 1,411 shares; 2024Q4: 1,553 shares; 2025Q1: 1,518 shares; 2025Q2: 1,829 shares; 2025Q3: 1,880 shares; 2025Q4: 1,913 shares 1,913 $74.8K <0.01% +33 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,320 shares; 2025Q2: 7,012 shares; 2025Q3: 7,012 shares; 2025Q4: 3,413 shares 3,413 $74.5K <0.01% -3,599 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 417 shares; 2025Q1: 420 shares; 2025Q2: 1,346 shares; 2025Q3: 476 shares; 2025Q4: 540 shares 540 $74.4K <0.01% +64 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 890 shares; 2025Q1: 1,014 shares; 2025Q2: 1,971 shares; 2025Q3: 3,038 shares; 2025Q4: 2,516 shares 2,516 $74.2K <0.01% -522 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,075 shares; 2024Q4: 9,075 shares; 2025Q1: 8,764 shares; 2025Q2: 8,764 shares; 2025Q3: 6,256 shares; 2025Q4: 3,268 shares 3,268 $73.9K <0.01% -2,988 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 566 shares 566 $73.8K <0.01% +84 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares 695 $73.7K <0.01% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 2,263 shares; 2025Q4: 2,263 shares 2,263 $73.5K <0.01% 0 Timeline VALQ 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: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,107 shares; 2025Q4: 1,111 shares 1,111 $73.5K <0.01% +4 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: 2,167 shares; 2024Q4: 2,470 shares; 2025Q1: 2,470 shares; 2025Q2: 1,718 shares; 2025Q3: 1,903 shares; 2025Q4: 2,604 shares 2,604 $73.3K <0.01% +701 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: 6,409 shares; 2024Q4: 6,409 shares; 2025Q1: 6,409 shares; 2025Q2: 6,409 shares; 2025Q3: 6,782 shares; 2025Q4: 6,409 shares 6,409 $73.3K <0.01% -373 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 658 shares; 2025Q1: 738 shares; 2025Q2: 613 shares; 2025Q3: 635 shares; 2025Q4: 540 shares 540 $73.3K <0.01% -95 Timeline TMFE 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: 275 shares; 2024Q4: 1,918 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 2,036 shares; 2025Q4: 2,509 shares 2,509 $73.2K <0.01% +473 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,416 shares; 2025Q1: 1,357 shares; 2025Q2: 1,183 shares; 2025Q3: 1,285 shares; 2025Q4: 1,865 shares 1,865 $73K <0.01% +580 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 281 shares; 2025Q1: 142 shares; 2025Q2: 208 shares; 2025Q3: 216 shares; 2025Q4: 173 shares 173 $73K <0.01% -43 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 356 shares; 2025Q2: 355 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares 1,067 $72.9K <0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares 1,444 $72.9K <0.01% new Timeline YMAR 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: 16,144 shares; 2024Q4: 16,512 shares; 2025Q1: 16,332 shares; 2025Q2: 20,101 shares; 2025Q3: 4,635 shares; 2025Q4: 2,697 shares 2,697 $72.9K <0.01% -1,938 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 1,140 shares; 2025Q3: 2,358 shares; 2025Q4: 1,348 shares 1,348 $72.6K <0.01% -1,010 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 160 shares; 2025Q1: 133 shares; 2025Q2: 156 shares; 2025Q3: 120 shares; 2025Q4: 163 shares 163 $72.6K <0.01% +43 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 3,876 shares; 2025Q1: 4,001 shares; 2025Q2: 3,934 shares; 2025Q3: 2,696 shares; 2025Q4: 2,101 shares 2,101 $72.4K <0.01% -595 Timeline DVLU FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 4,497 shares; 2025Q1: 3,427 shares; 2025Q2: 3,427 shares; 2025Q3: 2,807 shares; 2025Q4: 2,025 shares 2,025 $72.4K <0.01% -782 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: 762 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 1,090 shares; 2025Q3: 1,194 shares; 2025Q4: 1,508 shares 1,508 $71.9K <0.01% +314 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,753 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,152 shares; 2025Q4: 4,612 shares 4,612 $71.9K <0.01% +3,460 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY 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: 28 shares; 2025Q4: 1,417 shares 1,417 $71.5K <0.01% +1,389 Timeline IUS 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: 961 shares; 2024Q4: 1,121 shares; 2025Q1: 1,159 shares; 2025Q2: 1,164 shares; 2025Q3: 1,232 shares; 2025Q4: 1,237 shares 1,237 $70.7K <0.01% +5 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: 1,080 shares; 2025Q4: 7,935 shares 7,935 $70.6K <0.01% +6,855 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 324 shares 324 $70.4K <0.01% +282 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 1,085 shares; 2025Q1: 1,111 shares; 2025Q2: 1,255 shares; 2025Q3: 1,153 shares; 2025Q4: 1,204 shares 1,204 $70.2K <0.01% +51 Timeline COPX 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: 482 shares; 2024Q4: 537 shares; 2025Q1: 572 shares; 2025Q2: 531 shares; 2025Q3: 566 shares; 2025Q4: 977 shares 977 $70.2K <0.01% +411 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: 2,921 shares; 2024Q4: 1,903 shares; 2025Q1: 2,207 shares; 2025Q2: 2,209 shares; 2025Q3: 1,957 shares; 2025Q4: 2,000 shares 2,000 $70K <0.01% +43 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 12 shares; 2025Q1: 21 shares; 2025Q2: 27 shares; 2025Q3: 37 shares; 2025Q4: 77 shares 77 $69.8K <0.01% +40 Timeline SMLF 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: 29 shares; 2025Q3: 221 shares; 2025Q4: 928 shares 928 $69.5K <0.01% +707 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 901 shares; 2025Q4: 3,693 shares 3,693 $69.2K <0.01% +2,792 Timeline PDP 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: 194 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares 594 $69.1K <0.01% 0 Timeline STRK STRATEGY INC More: the full row for STRATEGY 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: 2,014 shares; 2025Q3: 2,959 shares; 2025Q4: 875 shares 875 $68.9K <0.01% -2,084 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: 3,504 shares; 2024Q4: 5,356 shares; 2025Q1: 4,102 shares; 2025Q2: 3,991 shares; 2025Q3: 4,021 shares; 2025Q4: 3,439 shares 3,439 $68.8K <0.01% -582 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: 2,778 shares; 2024Q4: 1,430 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 933 shares; 2025Q4: 933 shares 933 $68.8K <0.01% 0 Timeline REVS 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: 452 shares; 2024Q4: 460 shares; 2025Q1: 157 shares; 2025Q2: 386 shares; 2025Q3: 2,281 shares; 2025Q4: 2,431 shares 2,431 $68.8K <0.01% +150 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: 2,067 shares; 2025Q2: 2,097 shares; 2025Q3: 1,254 shares; 2025Q4: 1,264 shares 1,264 $68.6K <0.01% +10 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,900 shares; 2025Q4: 4,200 shares 4,200 $68.5K <0.01% +300 Timeline TAN 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: 3,142 shares; 2024Q4: 2,788 shares; 2025Q1: 3,116 shares; 2025Q2: 2,563 shares; 2025Q3: 1,483 shares; 2025Q4: 1,393 shares 1,393 $68.4K <0.01% -90 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,528 shares; 2025Q1: 1,586 shares; 2025Q2: 1,592 shares; 2025Q3: 1,600 shares; 2025Q4: 792 shares 792 $68.4K <0.01% -808 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 930 shares; 2025Q1: 904 shares; 2025Q2: 921 shares; 2025Q3: 882 shares; 2025Q4: 875 shares 875 $67.8K <0.01% -7 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 720 shares 720 $67.8K <0.01% new Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 5,079 shares; 2025Q1: 5,284 shares; 2025Q2: 5,328 shares; 2025Q3: 3,217 shares; 2025Q4: 3,530 shares 3,530 $67.6K <0.01% +313 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 165 shares; 2025Q1: 175 shares; 2025Q2: 165 shares; 2025Q3: 166 shares; 2025Q4: 362 shares 362 $67.5K <0.01% +196 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: 2,571 shares; 2025Q4: 2,949 shares 2,949 $67.4K <0.01% +378 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 5,125 shares; 2025Q1: 5,478 shares; 2025Q2: 4,803 shares; 2025Q3: 2,503 shares; 2025Q4: 4,391 shares 4,391 $67.3K <0.01% +1,888 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,548 shares; 2025Q1: 4,703 shares; 2025Q2: 4,725 shares; 2025Q3: 2,944 shares; 2025Q4: 2,780 shares 2,780 $67.3K <0.01% -164 Timeline AFMC 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: 422 shares; 2024Q4: 1,553 shares; 2025Q1: 2,648 shares; 2025Q2: 2,848 shares; 2025Q3: 1,934 shares; 2025Q4: 1,951 shares 1,951 $67.3K <0.01% +17 Timeline IBMR 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: 1,597 shares; 2025Q3: 2,621 shares; 2025Q4: 2,643 shares 2,643 $67.2K <0.01% +22 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 217 shares; 2025Q1: 194 shares; 2025Q2: 179 shares; 2025Q3: 187 shares; 2025Q4: 653 shares 653 $67.2K <0.01% +466 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: 2,002 shares; 2024Q4: 3,097 shares; 2025Q1: 7,689 shares; 2025Q2: 8,475 shares; 2025Q3: 8,969 shares; 2025Q4: 8,884 shares 8,884 $66.8K <0.01% -85 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 208 shares; 2025Q4: 834 shares 834 $66.7K <0.01% +626 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $66.4K <0.01% new Timeline ANGL 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: 3,169 shares; 2024Q4: 2,805 shares; 2025Q1: 2,448 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 2,259 shares 2,259 $66.3K <0.01% -242 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 2,580 shares 2,580 $66.3K <0.01% +1,879 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 3,119 shares 3,119 $66.3K <0.01% +2,563 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,920 shares; 2025Q1: 5,320 shares; 2025Q2: 9,900 shares; 2025Q3: 14,983 shares; 2025Q4: 15,188 shares 15,188 $66.2K <0.01% +205 Timeline IIGD 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: 4,540 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares 2,665 $66.2K <0.01% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,746 shares; 2025Q1: 2,337 shares; 2025Q2: 1,868 shares; 2025Q3: 1,815 shares; 2025Q4: 1,986 shares 1,986 $66.2K <0.01% +171 Timeline XPND 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: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,833 shares 1,833 $66.2K <0.01% +1 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $66K <0.01% 0 Timeline IJS 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: 1,375 shares; 2024Q4: 926 shares; 2025Q1: 959 shares; 2025Q2: 550 shares; 2025Q3: 551 shares; 2025Q4: 579 shares 579 $65.9K <0.01% +28 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: 978 shares; 2024Q4: 985 shares; 2025Q1: 1,066 shares; 2025Q2: 823 shares; 2025Q3: 1,060 shares; 2025Q4: 1,032 shares 1,032 $65.8K <0.01% -28 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $65.7K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 281 shares; 2025Q1: 528 shares; 2025Q2: 854 shares; 2025Q3: 1,097 shares; 2025Q4: 1,442 shares 1,442 $65.7K <0.01% +345 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,636 shares; 2024Q4: 18,634 shares; 2025Q1: 18,776 shares; 2025Q2: 2,369 shares; 2025Q3: 2,672 shares; 2025Q4: 3,180 shares 3,180 $65.6K <0.01% +508 Timeline LRGE 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: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares 797 $65.6K <0.01% 0 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX 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: 8,276 shares; 2025Q3: 8,276 shares; 2025Q4: 8,476 shares 8,476 $65.5K <0.01% +200 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $65.2K <0.01% new Timeline NTRL 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: 15,563 shares; 2024Q4: 9,632 shares; 2025Q1: 3,196 shares; 2025Q2: 3,337 shares; 2025Q3: 3,182 shares; 2025Q4: 3,150 shares 3,150 $65K <0.01% -32 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 240 shares; 2025Q1: 233 shares; 2025Q2: 292 shares; 2025Q3: 301 shares; 2025Q4: 314 shares 314 $64.8K <0.01% +13 Timeline DEEP 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $64.5K <0.01% 0 Timeline QBF 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: 2,093 shares; 2025Q2: 2,961 shares; 2025Q3: 2,985 shares; 2025Q4: 3,011 shares 3,011 $64.5K <0.01% +26 Timeline AVSD 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: 865 shares; 2025Q4: 865 shares 865 $64.2K <0.01% 0 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,585 shares; 2025Q4: 8,380 shares 8,380 $64.2K <0.01% +5,795 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,574 shares; 2025Q3: 1,888 shares; 2025Q4: 1,622 shares 1,622 $64K <0.01% -266 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 10,205 shares; 2025Q2: 10,205 shares; 2025Q3: 10,205 shares; 2025Q4: 10,205 shares 10,205 $64K <0.01% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 399 shares; 2025Q4: 398 shares 398 $63.8K <0.01% -1 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: 8,489 shares; 2024Q4: 8,448 shares; 2025Q1: 8,756 shares; 2025Q2: 8,756 shares; 2025Q3: 8,756 shares; 2025Q4: 1,721 shares 1,721 $63.3K <0.01% -7,035 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 3,797 shares; 2025Q1: 3,922 shares; 2025Q2: 3,960 shares; 2025Q3: 3,791 shares; 2025Q4: 3,096 shares 3,096 $63.2K <0.01% -695 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,306 shares; 2025Q1: 2,779 shares; 2025Q2: 2,265 shares; 2025Q3: 2,399 shares; 2025Q4: 2,322 shares 2,322 $63.1K <0.01% -77 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,024 shares 1,024 $62.8K <0.01% -154 Timeline LDUR 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: 1,634 shares; 2024Q4: 1,635 shares; 2025Q1: 1,636 shares; 2025Q2: 898 shares; 2025Q3: 646 shares; 2025Q4: 651 shares 651 $62.5K <0.01% +5 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,233 shares; 2024Q4: 5,576 shares; 2025Q1: 5,576 shares; 2025Q2: 5,576 shares; 2025Q3: 5,866 shares; 2025Q4: 5,866 shares 5,866 $62.4K <0.01% 0 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares 620 $62.3K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 333 shares; 2025Q1: 344 shares; 2025Q2: 359 shares; 2025Q3: 457 shares; 2025Q4: 477 shares 477 $62.3K <0.01% +20 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 2,525 shares; 2025Q3: 2,275 shares; 2025Q4: 1,975 shares 1,975 $62.1K <0.01% -300 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 1,478 shares 1,478 $62.1K <0.01% new Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,419 shares; 2025Q4: 1,845 shares 1,845 $62K <0.01% -574 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 628 shares; 2025Q1: 932 shares; 2025Q2: 999 shares; 2025Q3: 1,600 shares; 2025Q4: 1,608 shares 1,608 $61.7K <0.01% +8 Timeline DIVD 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: 1,536 shares; 2024Q4: 1,550 shares; 2025Q1: 1,556 shares; 2025Q2: 1,577 shares; 2025Q3: 1,585 shares; 2025Q4: 1,598 shares 1,598 $61.6K <0.01% +13 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 1,045 shares; 2025Q2: 3,029 shares; 2025Q3: 4,268 shares; 2025Q4: 6,170 shares 6,170 $61.6K <0.01% +1,902 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 585 shares; 2025Q4: 956 shares 956 $61.5K <0.01% +371 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 142 shares; 2025Q4: 628 shares 628 $61.4K <0.01% +486 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,950 shares; 2025Q1: 5,214 shares; 2025Q2: 6,633 shares; 2025Q3: 6,556 shares; 2025Q4: 6,825 shares 6,825 $61.4K <0.01% +269 Timeline FEBZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,615 shares 1,615 $61.3K <0.01% +623 Timeline TGRW 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,331 shares 1,331 $61.2K <0.01% -53 Timeline FDM 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: 946 shares; 2024Q4: 946 shares; 2025Q1: 900 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares 769 $61.2K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,364 shares; 2025Q4: 1,370 shares 1,370 $61K <0.01% +6 Timeline QUS 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: 250 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $61K <0.01% 0 Timeline AD ARRAY DIGITAL INFRASTRUCTURE More: the full row for ARRAY DIGITAL INFRASTRUCTURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 1,136 shares 1,136 $60.9K <0.01% -300 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,643 shares; 2025Q1: 1,643 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 2,107 shares 2,107 $60.9K <0.01% +155 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 201 shares; 2025Q1: 265 shares; 2025Q2: 141 shares; 2025Q3: 304 shares; 2025Q4: 300 shares 300 $60.8K <0.01% -4 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 43 shares; 2025Q3: 2,186 shares; 2025Q4: 2,094 shares 2,094 $60.7K <0.01% -92 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 443 shares; 2025Q1: 616 shares; 2025Q2: 551 shares; 2025Q3: 445 shares; 2025Q4: 749 shares 749 $60.5K <0.01% +304 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 529 shares; 2025Q1: 482 shares; 2025Q2: 548 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611 $60.2K <0.01% 0 Timeline SPFF 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: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,150 shares; 2025Q3: 3,850 shares; 2025Q4: 6,461 shares 6,461 $60.2K <0.01% +2,611 Timeline GTO 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: 1,441 shares; 2024Q4: 608 shares; 2025Q1: 903 shares; 2025Q2: 1,352 shares; 2025Q3: 1,278 shares; 2025Q4: 1,264 shares 1,264 $59.9K <0.01% -14 Timeline IEZ 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 2,871 shares 2,871 $59.9K <0.01% +2,821 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 371 shares; 2025Q4: 522 shares 522 $59.9K <0.01% +151 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: 2,030 shares; 2025Q3: 2,524 shares; 2025Q4: 2,126 shares 2,126 $59.5K <0.01% -398 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 403 shares 403 $59.2K <0.01% +3 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: 434 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 883 shares; 2025Q3: 902 shares; 2025Q4: 902 shares 902 $59.1K <0.01% 0 Timeline CPSJ 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: 4,925 shares; 2024Q4: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 2,736 shares; 2025Q3: 2,660 shares; 2025Q4: 2,197 shares 2,197 $59.1K <0.01% -463 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 373 shares; 2025Q1: 424 shares; 2025Q2: 371 shares; 2025Q3: 372 shares; 2025Q4: 669 shares 669 $59K <0.01% +297 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 4,320 shares; 2025Q1: 4,433 shares; 2025Q2: 804 shares; 2025Q3: 869 shares; 2025Q4: 1,010 shares 1,010 $59K <0.01% +141 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares 1,455 $59K <0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 903 shares; 2025Q1: 1,055 shares; 2025Q2: 1,265 shares; 2025Q3: 1,251 shares; 2025Q4: 1,074 shares 1,074 $58.9K <0.01% -177 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,058 shares; 2025Q1: 2,350 shares; 2025Q2: 2,322 shares; 2025Q3: 1,230 shares; 2025Q4: 2,096 shares 2,096 $58.9K <0.01% +866 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 5,028 shares 5,028 $58.9K <0.01% +4,989 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 642 shares; 2025Q1: 622 shares; 2025Q2: 669 shares; 2025Q3: 746 shares; 2025Q4: 688 shares 688 $58.9K <0.01% -58 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 263 shares; 2025Q1: 319 shares; 2025Q2: 247 shares; 2025Q3: 327 shares; 2025Q4: 431 shares 431 $58.6K <0.01% +104 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,608 shares; 2024Q4: 12,732 shares; 2025Q1: 10,721 shares; 2025Q2: 9,138 shares; 2025Q3: 4,341 shares; 2025Q4: 3,549 shares 3,549 $58.5K <0.01% -792 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,414 shares; 2025Q1: 1,593 shares; 2025Q2: 2,039 shares; 2025Q3: 2,050 shares; 2025Q4: 1,802 shares 1,802 $58.2K <0.01% -248 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: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 641 shares; 2025Q4: 641 shares 641 $58.1K <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: 152 shares; 2024Q4: 155 shares; 2025Q1: 161 shares; 2025Q2: 166 shares; 2025Q3: 269 shares; 2025Q4: 320 shares 320 $58K <0.01% +51 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 6,574 shares 6,574 $58K <0.01% +5,574 Timeline BJUN 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: 4,773 shares; 2024Q4: 4,773 shares; 2025Q1: 3,271 shares; 2025Q2: 3,940 shares; 2025Q3: 4,015 shares; 2025Q4: 1,240 shares 1,240 $58K <0.01% -2,775 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $57.9K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 17 shares 17 $57.7K <0.01% +2 Timeline FTWO 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: 749 shares; 2025Q1: 943 shares; 2025Q2: 1,163 shares; 2025Q3: 1,210 shares; 2025Q4: 1,418 shares 1,418 $57.6K <0.01% +208 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 1,017 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares 1,212 $57.6K <0.01% 0 Timeline XISE 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: 5,496 shares; 2024Q4: 3,696 shares; 2025Q1: 3,061 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 1,895 shares 1,895 $57.6K <0.01% -940 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 559 shares; 2025Q1: 620 shares; 2025Q2: 583 shares; 2025Q3: 758 shares; 2025Q4: 640 shares 640 $57.6K <0.01% -118 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 584 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares 476 $57.5K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,521 shares; 2025Q1: 1,344 shares; 2025Q2: 1,364 shares; 2025Q3: 1,386 shares; 2025Q4: 1,560 shares 1,560 $56.9K <0.01% +174 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL 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: 519 shares; 2025Q2: 1,095 shares; 2025Q3: 2,095 shares; 2025Q4: 3,095 shares 3,095 $56.6K <0.01% +1,000 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $56.5K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 937 shares; 2025Q1: 468 shares; 2025Q2: 223 shares; 2025Q3: 403 shares; 2025Q4: 392 shares 392 $56.5K <0.01% -11 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,633 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 11,557 shares; 2025Q3: 11,432 shares; 2025Q4: 8,932 shares 8,932 $56.5K <0.01% -2,500 Timeline IXC 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: 1,635 shares; 2024Q4: 1,670 shares; 2025Q1: 1,637 shares; 2025Q2: 1,627 shares; 2025Q3: 1,346 shares; 2025Q4: 1,342 shares 1,342 $56.3K <0.01% -4 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: 2,751 shares; 2024Q4: 2,886 shares; 2025Q1: 2,081 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,475 shares 1,475 $56.1K <0.01% -361 Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares 1,316 $56.1K <0.01% 0 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 166 shares; 2025Q4: 225 shares 225 $55.8K <0.01% +59 Timeline OMFL 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: 501 shares; 2025Q2: 792 shares; 2025Q3: 907 shares; 2025Q4: 908 shares 908 $55.5K <0.01% +1 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 51 shares; 2025Q1: 67 shares; 2025Q2: 244 shares; 2025Q3: 248 shares; 2025Q4: 230 shares 230 $55.4K <0.01% -18 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,808 shares; 2025Q1: 10,908 shares; 2025Q2: 11,649 shares; 2025Q3: 9,188 shares; 2025Q4: 6,713 shares 6,713 $55.4K <0.01% -2,475 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST 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: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $55.2K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,692 shares; 2025Q1: 3,551 shares; 2025Q2: 3,418 shares; 2025Q3: 2,182 shares; 2025Q4: 2,472 shares 2,472 $55.2K <0.01% +290 Timeline HELX 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: 136 shares; 2025Q1: 1,823 shares; 2025Q2: 1,687 shares; 2025Q3: 1,637 shares; 2025Q4: 1,512 shares 1,512 $54.9K <0.01% -125 Timeline JSMD 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: 727 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 2,243 shares; 2025Q4: 672 shares 672 $54.8K <0.01% -1,571 Timeline ICF 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: 714 shares; 2024Q4: 902 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 918 shares 918 $54.8K <0.01% +204 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 2,438 shares; 2025Q1: 2,256 shares; 2025Q2: 1,873 shares; 2025Q3: 1,436 shares; 2025Q4: 1,421 shares 1,421 $54.8K <0.01% -15 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,100 shares; 2025Q2: 1,613 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares 2,397 $54.7K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 812 shares; 2025Q1: 781 shares; 2025Q2: 713 shares; 2025Q3: 509 shares; 2025Q4: 797 shares 797 $54.5K <0.01% +288 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 545 shares; 2025Q1: 911 shares; 2025Q2: 1,165 shares; 2025Q3: 1,197 shares; 2025Q4: 1,283 shares 1,283 $54.2K <0.01% +86 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 211 shares; 2025Q1: 230 shares; 2025Q2: 182 shares; 2025Q3: 201 shares; 2025Q4: 264 shares 264 $54.2K <0.01% +63 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 681 shares; 2025Q4: 2,041 shares 2,041 $54.1K <0.01% +1,360 Timeline FUBO FUBOTV INC More: the full row for FUBOTV 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: 41 shares; 2025Q2: 41 shares; 2025Q3: 4,041 shares; 2025Q4: 21,481 shares 21,481 $54.1K <0.01% +17,440 Timeline DRSK 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: 1,148 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,897 shares 1,897 $54K <0.01% +84 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: 4,788 shares; 2024Q4: 6,004 shares; 2025Q1: 7,252 shares; 2025Q2: 7,252 shares; 2025Q3: 7,712 shares; 2025Q4: 6,464 shares 6,464 $53.9K <0.01% -1,248 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,782 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,779 shares 2,779 $53.8K <0.01% +9 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: 2,101 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,148 shares 2,148 $53.7K <0.01% +9 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: 2,035 shares; 2024Q4: 1,134 shares; 2025Q1: 1,139 shares; 2025Q2: 1,144 shares; 2025Q3: 1,149 shares; 2025Q4: 1,117 shares 1,117 $53.3K <0.01% -32 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 218 shares; 2025Q3: 294 shares; 2025Q4: 274 shares 274 $53.3K <0.01% -20 Timeline PKW 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: 706 shares; 2024Q4: 706 shares; 2025Q1: 1,011 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares 394 $53K <0.01% 0 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: 2,422 shares; 2024Q4: 2,474 shares; 2025Q1: 21,227 shares; 2025Q2: 19,410 shares; 2025Q3: 3,966 shares; 2025Q4: 2,806 shares 2,806 $52.8K <0.01% -1,160 Timeline NUMG 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: 2,581 shares; 2024Q4: 2,000 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,132 shares; 2025Q4: 1,106 shares 1,106 $52.8K <0.01% -26 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: 2,200 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares 1,585 $52.7K <0.01% 0 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,426 shares; 2025Q1: 2,482 shares; 2025Q2: 4,538 shares; 2025Q3: 4,595 shares; 2025Q4: 8,965 shares 8,965 $52.7K <0.01% +4,370 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 712 shares; 2025Q4: 669 shares 669 $52.6K <0.01% -43 Timeline VRAI ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,265 shares 2,265 $52.6K <0.01% +166 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 1,107 shares; 2025Q1: 2,080 shares; 2025Q2: 2,642 shares; 2025Q3: 3,157 shares; 2025Q4: 2,516 shares 2,516 $52.6K <0.01% -641 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,611 shares; 2025Q1: 4,491 shares; 2025Q2: 3,818 shares; 2025Q3: 3,165 shares; 2025Q4: 3,262 shares 3,262 $52.4K <0.01% +97 Timeline EMGF 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: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 906 shares 906 $52.4K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 120 shares; 2025Q1: 12 shares; 2025Q2: 14 shares; 2025Q3: 17 shares; 2025Q4: 31 shares 31 $52.4K <0.01% +14 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 5 shares; 2025Q4: 379 shares 379 $52.2K <0.01% +374 Timeline FXD 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: 3,640 shares; 2024Q4: 8,289 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 730 shares; 2025Q4: 760 shares 760 $52K <0.01% +30 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 149 shares; 2025Q1: 151 shares; 2025Q2: 129 shares; 2025Q3: 142 shares; 2025Q4: 182 shares 182 $51.9K <0.01% +40 Timeline PSMO PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 1,677 shares 1,677 $51.8K <0.01% -664 Timeline MISL 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: 300 shares; 2025Q1: 625 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 1,205 shares 1,205 $51.6K <0.01% +500 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares 1,160 $51.5K <0.01% 0 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,649 shares; 2025Q1: 2,146 shares; 2025Q2: 2,071 shares; 2025Q3: 1,722 shares; 2025Q4: 1,660 shares 1,660 $51.3K <0.01% -62 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 1,465 shares; 2025Q4: 1,465 shares 1,465 $51.2K <0.01% 0 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares 2,048 $51K <0.01% 0 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: 2,794 shares 2,794 $50.7K <0.01% +226 Timeline DFIV 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: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 683 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares 1,016 $50.7K <0.01% 0 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 995 shares 995 $50.7K <0.01% new 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 246 shares; 2025Q3: 279 shares; 2025Q4: 520 shares 520 $50.6K <0.01% +241 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 19,521 shares 19,521 $50.4K <0.01% +17,521 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,669 shares; 2025Q1: 2,486 shares; 2025Q2: 2,053 shares; 2025Q3: 1,922 shares; 2025Q4: 1,326 shares 1,326 $50.3K <0.01% -596 Timeline IBMO 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: 364 shares; 2024Q4: 367 shares; 2025Q1: 368 shares; 2025Q2: 1,936 shares; 2025Q3: 1,948 shares; 2025Q4: 1,963 shares 1,963 $50.3K <0.01% +15 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,920 shares; 2025Q1: 918 shares; 2025Q2: 1,007 shares; 2025Q3: 1,062 shares; 2025Q4: 1,037 shares 1,037 $50.3K <0.01% -25 Timeline EWS 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: 1,812 shares 1,812 $49.8K <0.01% new Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $49.7K <0.01% new 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 99 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 247 shares 247 $49.6K <0.01% +112 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: 402 shares; 2024Q4: 4,293 shares; 2025Q1: 4,807 shares; 2025Q2: 308 shares; 2025Q3: 57,296 shares; 2025Q4: 1,743 shares 1,743 $49.6K <0.01% -55,553 Timeline KBWY 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: 5,254 shares; 2025Q4: 3,207 shares 3,207 $49.5K <0.01% -2,047 Timeline SHV 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: 768 shares; 2024Q4: 1,106 shares; 2025Q1: 525 shares; 2025Q2: 508 shares; 2025Q3: 507 shares; 2025Q4: 449 shares 449 $49.4K <0.01% -58 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 387 shares; 2025Q1: 8,235 shares; 2025Q2: 8,933 shares; 2025Q3: 9,536 shares; 2025Q4: 1,759 shares 1,759 $49.4K <0.01% -7,777 Timeline EWL 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 822 shares 822 $49.3K <0.01% +643 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares 940 $49.2K <0.01% 0 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 608 shares 608 $49.2K <0.01% -41 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: 3,671 shares; 2024Q4: 3,671 shares; 2025Q1: 3,421 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares 3,421 $49.1K <0.01% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 6,870 shares 6,870 $49.1K <0.01% +6,860 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,109 shares 2,109 $49K <0.01% +7 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 982 shares; 2025Q1: 1,419 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares 1,534 $49K <0.01% 0 Timeline FTBI 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: 2,300 shares 2,300 $48.9K <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: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 2,676 shares; 2025Q3: 2,856 shares; 2025Q4: 2,314 shares 2,314 $48.8K <0.01% -542 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,649 shares; 2025Q1: 750 shares; 2025Q2: 665 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645 $48.8K <0.01% 0 Timeline PMOC PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,928 shares 1,928 $48.7K <0.01% new 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: 384 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 704 shares; 2025Q3: 797 shares; 2025Q4: 806 shares 806 $48.7K <0.01% +9 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 313 shares; 2025Q1: 304 shares; 2025Q2: 330 shares; 2025Q3: 313 shares; 2025Q4: 310 shares 310 $48.6K <0.01% -3 Timeline REIT 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: 166 shares; 2024Q4: 2,471 shares; 2025Q1: 1,849 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares 1,849 $48.6K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 110 shares; 2025Q1: 1,100 shares; 2025Q2: 1,175 shares; 2025Q3: 1,100 shares; 2025Q4: 1,105 shares 1,105 $48.4K <0.01% +5 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 436 shares; 2025Q3: 449 shares; 2025Q4: 452 shares 452 $48.2K <0.01% +3 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,617 shares; 2024Q4: 23,395 shares; 2025Q1: 1,435 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,368 shares 1,368 $48.2K <0.01% +1 Timeline XNTK 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: 72 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172 $47.8K <0.01% 0 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares 457 $47.7K <0.01% new Timeline BUG 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: 2,660 shares; 2024Q4: 1,849 shares; 2025Q1: 1,945 shares; 2025Q2: 1,254 shares; 2025Q3: 1,249 shares; 2025Q4: 1,548 shares 1,548 $47.2K <0.01% +299 Timeline MID 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: 831 shares; 2024Q4: 831 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 787 shares; 2025Q4: 722 shares 722 $47K <0.01% -65 Timeline APXM 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: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares 1,510 $46.9K <0.01% 0 Timeline NSEP 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: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares 1,604 $46.9K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 155 shares; 2025Q1: 211 shares; 2025Q2: 199 shares; 2025Q3: 529 shares; 2025Q4: 561 shares 561 $46.8K <0.01% +32 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 2,575 shares; 2025Q1: 2,474 shares; 2025Q2: 1,293 shares; 2025Q3: 1,319 shares; 2025Q4: 1,023 shares 1,023 $46.8K <0.01% -296 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: 215 shares; 2024Q4: 206 shares; 2025Q1: 229 shares; 2025Q2: 248 shares; 2025Q3: 236 shares; 2025Q4: 445 shares 445 $46.6K <0.01% +209 Timeline CPSR 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: 1,479 shares; 2025Q2: 1,846 shares; 2025Q3: 1,846 shares; 2025Q4: 1,846 shares 1,846 $46.5K <0.01% 0 Timeline