IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,315 shares; 2024Q4: 6,761 shares; 2025Q1: 19,285 shares; 2025Q2: 17,475 shares; 2025Q3: 16,038 shares; 2025Q4: 13,303 shares 13,303 $375K 0.01% -2,735 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: not reported; 2024Q4: not reported; 2025Q1: 5,165 shares; 2025Q2: 5,243 shares; 2025Q3: 7,877 shares; 2025Q4: 7,912 shares 7,912 $375K 0.01% +35 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 2,338 shares; 2025Q3: 2,429 shares; 2025Q4: 2,430 shares 2,430 $374K 0.01% +1 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,031 shares; 2025Q2: 2,937 shares; 2025Q3: 2,923 shares; 2025Q4: 2,918 shares 2,918 $373K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: 12,577 shares; 2025Q2: 12,783 shares; 2025Q3: 12,974 shares; 2025Q4: 14,483 shares 14,483 $372K 0.01% +1,509 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 5,727 shares; 2025Q1: 5,839 shares; 2025Q2: 11,234 shares; 2025Q3: 9,230 shares; 2025Q4: 8,343 shares 8,343 $372K 0.01% -887 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,175 shares 14,175 $371K 0.01% new Timeline SKYY 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: 2,730 shares; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 4,420 shares; 2025Q4: 4,990 shares 4,990 $370K 0.01% +570 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,699 shares; 2025Q1: 3,444 shares; 2025Q2: 3,484 shares; 2025Q3: 3,812 shares; 2025Q4: 3,745 shares 3,745 $368K 0.01% -67 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,603 shares; 2024Q4: 18,753 shares; 2025Q1: 17,520 shares; 2025Q2: 17,520 shares; 2025Q3: 16,646 shares; 2025Q4: 16,435 shares 16,435 $367K 0.01% -211 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,179 shares; 2024Q4: 12,098 shares; 2025Q1: 12,168 shares; 2025Q2: 12,344 shares; 2025Q3: 12,505 shares; 2025Q4: 12,818 shares 12,818 $366K 0.01% +313 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 4,079 shares; 2025Q1: 1,640 shares; 2025Q2: 6,055 shares; 2025Q3: 6,499 shares; 2025Q4: 7,542 shares 7,542 $365K 0.01% +1,043 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,497 shares; 2025Q1: not reported; 2025Q2: 5,825 shares; 2025Q3: 22,920 shares; 2025Q4: 23,999 shares 23,999 $364K 0.01% +1,079 Timeline PAUG 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: 8,407 shares; 2025Q2: 8,407 shares; 2025Q3: 8,407 shares; 2025Q4: 8,407 shares 8,407 $364K 0.01% 0 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP 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: 43,907 shares; 2025Q2: 43,909 shares; 2025Q3: 43,910 shares; 2025Q4: 43,912 shares 43,912 $363K 0.01% +2 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,430 shares; 2024Q4: 17,103 shares; 2025Q1: 20,187 shares; 2025Q2: 21,178 shares; 2025Q3: 19,224 shares; 2025Q4: 16,680 shares 16,680 $361K 0.01% -2,544 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,077 shares; 2025Q2: 3,086 shares; 2025Q3: 3,099 shares; 2025Q4: 3,108 shares 3,108 $360K 0.01% +9 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,347 shares 4,347 $360K 0.01% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,617 shares; 2025Q2: 4,676 shares; 2025Q3: 5,328 shares; 2025Q4: 5,102 shares 5,102 $360K 0.01% -226 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: 12,472 shares; 2024Q4: 12,676 shares; 2025Q1: 35,701 shares; 2025Q2: 38,655 shares; 2025Q3: 37,843 shares; 2025Q4: 38,158 shares 38,158 $360K 0.01% +315 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: not reported; 2024Q4: not reported; 2025Q1: 4,136 shares; 2025Q2: 4,154 shares; 2025Q3: 4,171 shares; 2025Q4: 4,137 shares 4,137 $360K 0.01% -34 Timeline QJUN 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: 11,456 shares; 2025Q2: 11,456 shares; 2025Q3: 11,256 shares; 2025Q4: 11,256 shares 11,256 $358K 0.01% 0 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: 12,834 shares; 2024Q4: 12,902 shares; 2025Q1: 14,540 shares; 2025Q2: 16,013 shares; 2025Q3: 14,807 shares; 2025Q4: 14,232 shares 14,232 $358K 0.01% -575 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 1,814 shares 1,814 $358K 0.01% +274 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,782 shares; 2025Q2: 17,284 shares; 2025Q3: 14,215 shares; 2025Q4: 12,210 shares 12,210 $357K 0.01% -2,005 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,109 shares; 2025Q2: 2,110 shares; 2025Q3: 1,890 shares; 2025Q4: 1,645 shares 1,645 $357K 0.01% -245 Timeline FTGS 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: 6,623 shares; 2024Q4: 6,629 shares; 2025Q1: 9,744 shares; 2025Q2: 10,359 shares; 2025Q3: 10,252 shares; 2025Q4: 10,252 shares 10,252 $357K 0.01% 0 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,522 shares; 2025Q1: 3,662 shares; 2025Q2: 3,626 shares; 2025Q3: 3,620 shares; 2025Q4: 4,122 shares 4,122 $357K 0.01% +502 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,680 shares; 2025Q2: 5,340 shares; 2025Q3: 5,346 shares; 2025Q4: 5,357 shares 5,357 $356K 0.01% +11 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,553 shares; 2024Q4: 5,337 shares; 2025Q1: 5,698 shares; 2025Q2: 6,076 shares; 2025Q3: 5,924 shares; 2025Q4: 5,032 shares 5,032 $354K 0.01% -892 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,232 shares; 2025Q1: 11,053 shares; 2025Q2: 14,600 shares; 2025Q3: 13,835 shares; 2025Q4: 10,926 shares 10,926 $353K 0.01% -2,909 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: not reported; 2024Q4: not reported; 2025Q1: 19,965 shares; 2025Q2: 20,789 shares; 2025Q3: 19,627 shares; 2025Q4: 16,620 shares 16,620 $352K 0.01% -3,007 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,196 shares; 2025Q1: 11,301 shares; 2025Q2: 11,412 shares; 2025Q3: 15,859 shares; 2025Q4: 15,990 shares 15,990 $352K 0.01% +131 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,936 shares; 2025Q2: not reported; 2025Q3: 5,391 shares; 2025Q4: 5,486 shares 5,486 $351K 0.01% +95 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 2,625 shares; 2025Q4: 2,880 shares 2,880 $349K 0.01% +255 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,156 shares; 2025Q2: 29,237 shares; 2025Q3: 29,900 shares; 2025Q4: 27,745 shares 27,745 $349K 0.01% -2,155 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: not reported; 2024Q4: not reported; 2025Q1: 4,260 shares; 2025Q2: not reported; 2025Q3: 3,715 shares; 2025Q4: 5,223 shares 5,223 $349K 0.01% +1,508 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL 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: 4,150 shares; 2025Q2: 4,690 shares; 2025Q3: 4,650 shares; 2025Q4: 4,615 shares 4,615 $349K 0.01% -35 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: 3,055 shares; 2025Q3: 4,272 shares; 2025Q4: 4,441 shares 4,441 $348K 0.01% +169 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,950 shares; 2025Q1: 6,320 shares; 2025Q2: 7,083 shares; 2025Q3: 6,869 shares; 2025Q4: 6,026 shares 6,026 $348K 0.01% -843 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,231 shares; 2025Q2: 1,355 shares; 2025Q3: 1,507 shares; 2025Q4: 1,503 shares 1,503 $348K 0.01% -4 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,280 shares; 2025Q4: 10,956 shares 10,956 $347K 0.01% +3,676 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,694 shares; 2025Q4: 14,087 shares 14,087 $346K 0.01% +3,393 Timeline SMMU 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: 5,201 shares; 2024Q4: 5,402 shares; 2025Q1: not reported; 2025Q2: 8,311 shares; 2025Q3: 7,998 shares; 2025Q4: 6,834 shares 6,834 $345K 0.01% -1,164 Timeline PJAN 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: 7,299 shares; 2025Q2: 7,299 shares; 2025Q3: 7,299 shares; 2025Q4: 7,299 shares 7,299 $343K 0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,925 shares; 2024Q4: 9,119 shares; 2025Q1: 9,397 shares; 2025Q2: 5,376 shares; 2025Q3: 6,154 shares; 2025Q4: 7,620 shares 7,620 $342K 0.01% +1,466 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,341 shares; 2025Q2: 28,174 shares; 2025Q3: 28,692 shares; 2025Q4: 27,180 shares 27,180 $341K 0.01% -1,512 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,009 shares; 2025Q2: 6,351 shares; 2025Q3: 5,887 shares; 2025Q4: 5,523 shares 5,523 $341K 0.01% -364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,825 shares; 2025Q3: 2,803 shares; 2025Q4: 3,588 shares 3,588 $341K 0.01% +785 Timeline FOCT 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: 8,223 shares; 2024Q4: 8,223 shares; 2025Q1: 7,940 shares; 2025Q2: 8,223 shares; 2025Q3: 7,246 shares; 2025Q4: 7,246 shares 7,246 $341K 0.01% 0 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,375 shares 7,375 $339K 0.01% new Timeline SLVR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,063 shares 6,063 $338K 0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 862 shares; 2025Q2: 1,221 shares; 2025Q3: 3,051 shares; 2025Q4: 1,267 shares 1,267 $338K 0.01% -1,784 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,165 shares; 2025Q4: 15,598 shares 15,598 $337K 0.01% +9,433 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,857 shares; 2025Q2: 12,857 shares; 2025Q3: 12,857 shares; 2025Q4: 26,432 shares 26,432 $337K 0.01% +13,575 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,611 shares; 2025Q2: 8,001 shares; 2025Q3: 8,169 shares; 2025Q4: 8,372 shares 8,372 $336K 0.01% +203 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,318 shares; 2025Q2: 9,673 shares; 2025Q3: 11,205 shares; 2025Q4: 14,600 shares 14,600 $334K 0.01% +3,395 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,832 shares; 2025Q2: 8,614 shares; 2025Q3: 10,958 shares; 2025Q4: 11,573 shares 11,573 $334K 0.01% +615 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 1,532 shares; 2025Q4: 1,379 shares 1,379 $334K 0.01% -153 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,853 shares; 2024Q4: 43,607 shares; 2025Q1: 26,891 shares; 2025Q2: 38,406 shares; 2025Q3: 39,399 shares; 2025Q4: 39,015 shares 39,015 $333K 0.01% -384 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,355 shares; 2025Q2: 14,955 shares; 2025Q3: 33,488 shares; 2025Q4: 15,174 shares 15,174 $333K 0.01% -18,314 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 11,640 shares 11,640 $332K 0.01% +4,140 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,115 shares; 2025Q2: 4,606 shares; 2025Q3: 4,614 shares; 2025Q4: 4,221 shares 4,221 $331K 0.01% -393 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,965 shares; 2025Q4: 12,190 shares 12,190 $331K 0.01% -3,775 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 3,401 shares; 2025Q1: 3,303 shares; 2025Q2: 3,286 shares; 2025Q3: 3,382 shares; 2025Q4: 3,416 shares 3,416 $330K 0.01% +34 Timeline DSI 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: 3,236 shares; 2025Q2: 5,314 shares; 2025Q3: 5,390 shares; 2025Q4: 2,681 shares 2,681 $327K 0.01% -2,709 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: 6,285 shares; 2024Q4: 6,408 shares; 2025Q1: 7,549 shares; 2025Q2: 7,919 shares; 2025Q3: 9,869 shares; 2025Q4: 7,787 shares 7,787 $327K 0.01% -2,082 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,485 shares; 2025Q3: 42,963 shares; 2025Q4: 52,076 shares 52,076 $326K 0.01% +9,113 Timeline FELC 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: 6,853 shares; 2024Q4: not reported; 2025Q1: 16,979 shares; 2025Q2: 26,122 shares; 2025Q3: 23,447 shares; 2025Q4: 21,192 shares 21,192 $326K 0.01% -2,255 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 4,881 shares; 2025Q3: 4,300 shares; 2025Q4: 4,801 shares 4,801 $325K 0.01% +501 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: not reported; 2024Q4: not reported; 2025Q1: 3,425 shares; 2025Q2: 3,906 shares; 2025Q3: 4,313 shares; 2025Q4: 3,731 shares 3,731 $324K 0.01% -582 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,864 shares; 2025Q2: 11,343 shares; 2025Q3: not reported; 2025Q4: 12,287 shares 12,287 $322K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 7,277 shares 7,277 $322K 0.01% +5,633 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: not reported; 2024Q4: not reported; 2025Q1: 14,588 shares; 2025Q2: 14,715 shares; 2025Q3: 14,181 shares; 2025Q4: 13,733 shares 13,733 $321K 0.01% -448 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 780 shares; 2025Q1: 963 shares; 2025Q2: 993 shares; 2025Q3: 994 shares; 2025Q4: 1,099 shares 1,099 $321K 0.01% +105 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 9,433 shares; 2025Q3: 11,921 shares; 2025Q4: 12,505 shares 12,505 $321K 0.01% +584 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: 1,753 shares; 2024Q4: not reported; 2025Q1: 4,550 shares; 2025Q2: 4,592 shares; 2025Q3: 4,667 shares; 2025Q4: 3,826 shares 3,826 $318K 0.01% -841 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,380 shares; 2025Q4: 2,097 shares 2,097 $317K 0.01% -1,283 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,821 shares; 2025Q2: 10,084 shares; 2025Q3: 8,372 shares; 2025Q4: 8,357 shares 8,357 $316K 0.01% -15 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP 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: 2,898 shares; 2025Q2: 3,025 shares; 2025Q3: 3,630 shares; 2025Q4: 3,317 shares 3,317 $316K 0.01% -313 Timeline SPTM 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: 13,347 shares; 2024Q4: 21,736 shares; 2025Q1: 3,476 shares; 2025Q2: 5,575 shares; 2025Q3: 5,581 shares; 2025Q4: 5,656 shares 5,656 $315K 0.01% +75 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,562 shares 4,562 $315K 0.01% new Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,372 shares; 2024Q4: 31,318 shares; 2025Q1: 38,448 shares; 2025Q2: 38,645 shares; 2025Q3: 34,682 shares; 2025Q4: 6,104 shares 6,104 $315K 0.01% -28,578 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,030 shares; 2025Q1: 1,374 shares; 2025Q2: 2,596 shares; 2025Q3: 2,670 shares; 2025Q4: 1,642 shares 1,642 $314K 0.01% -1,028 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: not reported; 2024Q4: not reported; 2025Q1: 1,680 shares; 2025Q2: 1,711 shares; 2025Q3: 1,738 shares; 2025Q4: 1,541 shares 1,541 $312K 0.01% -197 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: 59,954 shares; 2024Q4: 86,007 shares; 2025Q1: 123,844 shares; 2025Q2: 125,966 shares; 2025Q3: 37,487 shares; 2025Q4: 35,010 shares 35,010 $312K 0.01% -2,477 Timeline FIXD 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: 4,643 shares; 2024Q4: 5,198 shares; 2025Q1: 7,086 shares; 2025Q2: 7,474 shares; 2025Q3: 7,620 shares; 2025Q4: 7,385 shares 7,385 $311K 0.01% -235 Timeline BUFZ 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: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares 11,700 $310K 0.01% 0 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: not reported; 2024Q4: 1,028 shares; 2025Q1: 1,335 shares; 2025Q2: 1,402 shares; 2025Q3: 1,578 shares; 2025Q4: 1,670 shares 1,670 $310K 0.01% +92 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: 2,245 shares; 2024Q4: 2,221 shares; 2025Q1: not reported; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,777 shares 1,777 $309K 0.01% -8 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,152 shares 8,152 $308K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,841 shares; 2025Q3: 2,471 shares; 2025Q4: 1,863 shares 1,863 $306K 0.01% -608 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,346 shares; 2025Q4: 14,211 shares 14,211 $305K 0.01% +1,865 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,916 shares; 2025Q2: 2,893 shares; 2025Q3: 2,779 shares; 2025Q4: 2,910 shares 2,910 $304K 0.01% +131 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,979 shares; 2025Q4: 3,600 shares 3,600 $303K 0.01% +621 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 6,707 shares; 2025Q1: 1,853 shares; 2025Q2: 1,892 shares; 2025Q3: 2,018 shares; 2025Q4: 1,949 shares 1,949 $303K 0.01% -69 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,773 shares; 2025Q1: 5,129 shares; 2025Q2: 5,252 shares; 2025Q3: 5,875 shares; 2025Q4: 6,009 shares 6,009 $303K 0.01% +134 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,055 shares; 2025Q3: 13,122 shares; 2025Q4: 21,515 shares 21,515 $302K 0.01% +8,393 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,250 shares; 2025Q2: 24,653 shares; 2025Q3: 20,630 shares; 2025Q4: 19,668 shares 19,668 $302K 0.01% -962 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: not reported; 2024Q4: not reported; 2025Q1: 1,995 shares; 2025Q2: 2,552 shares; 2025Q3: 2,719 shares; 2025Q4: 2,254 shares 2,254 $300K 0.01% -465 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale 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: 8,579 shares 8,579 $300K 0.01% new Timeline MDYV 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: 4,625 shares; 2024Q4: 4,751 shares; 2025Q1: 3,740 shares; 2025Q2: 5,176 shares; 2025Q3: 5,183 shares; 2025Q4: 4,724 shares 4,724 $299K 0.01% -459 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 891 shares; 2025Q3: 964 shares; 2025Q4: 1,304 shares 1,304 $299K 0.01% +340 Timeline ROKU ROKU INC More: the full row for ROKU 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: 3,352 shares; 2025Q4: 3,273 shares 3,273 $298K 0.01% -79 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,959 shares; 2024Q4: not reported; 2025Q1: 8,104 shares; 2025Q2: 8,157 shares; 2025Q3: 9,010 shares; 2025Q4: 11,234 shares 11,234 $298K 0.01% +2,224 Timeline FGD 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: 8,509 shares; 2025Q2: 9,771 shares; 2025Q3: 10,171 shares; 2025Q4: 10,082 shares 10,082 $297K 0.01% -89 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,014 shares; 2025Q2: 14,255 shares; 2025Q3: 14,362 shares; 2025Q4: 14,454 shares 14,454 $297K 0.01% +92 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,133 shares 12,133 $296K 0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,166 shares; 2025Q2: 3,283 shares; 2025Q3: 3,635 shares; 2025Q4: 2,274 shares 2,274 $295K 0.01% -1,361 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,786 shares; 2025Q2: 7,841 shares; 2025Q3: 7,891 shares; 2025Q4: 8,020 shares 8,020 $295K 0.01% +129 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 1,962 shares; 2025Q1: 7,417 shares; 2025Q2: 9,328 shares; 2025Q3: 4,352 shares; 2025Q4: 2,994 shares 2,994 $293K 0.01% -1,358 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 10,073 shares; 2025Q1: 7,670 shares; 2025Q2: 9,720 shares; 2025Q3: 10,382 shares; 2025Q4: 10,635 shares 10,635 $292K 0.01% +253 Timeline TEQI 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: 6,058 shares; 2025Q2: 6,458 shares; 2025Q3: 6,461 shares; 2025Q4: 6,464 shares 6,464 $292K 0.01% +3 Timeline PFLD 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: 25,574 shares; 2025Q2: 24,038 shares; 2025Q3: 18,866 shares; 2025Q4: 14,783 shares 14,783 $289K 0.01% -4,083 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: 1,751 shares; 2024Q4: 2,084 shares; 2025Q1: 1,643 shares; 2025Q2: 1,959 shares; 2025Q3: 2,080 shares; 2025Q4: 1,999 shares 1,999 $289K 0.01% -81 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,612 shares; 2025Q1: 6,408 shares; 2025Q2: 6,843 shares; 2025Q3: 6,754 shares; 2025Q4: 4,782 shares 4,782 $289K 0.01% -1,972 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: 10,720 shares; 2024Q4: 10,720 shares; 2025Q1: 10,720 shares; 2025Q2: 10,720 shares; 2025Q3: 10,720 shares; 2025Q4: 10,720 shares 10,720 $289K 0.01% 0 Timeline EAGG 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: 4,483 shares; 2025Q2: 5,674 shares; 2025Q3: 6,161 shares; 2025Q4: 6,390 shares 6,390 $288K 0.01% +229 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,059 shares; 2025Q1: 2,135 shares; 2025Q2: 1,724 shares; 2025Q3: 1,942 shares; 2025Q4: 2,387 shares 2,387 $287K 0.01% +445 Timeline FDN 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: 1,052 shares; 2025Q2: 1,256 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares 1,537 $285K 0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 1,464 shares; 2025Q2: 1,532 shares; 2025Q3: 1,534 shares; 2025Q4: 1,525 shares 1,525 $285K 0.01% -9 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 11,469 shares; 2025Q2: 11,549 shares; 2025Q3: 12,391 shares; 2025Q4: 12,833 shares 12,833 $285K 0.01% +442 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,124 shares 5,124 $285K 0.01% new Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,540 shares; 2025Q3: 9,522 shares; 2025Q4: 9,582 shares 9,582 $284K 0.01% +60 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,579 shares; 2025Q3: 13,662 shares; 2025Q4: 13,479 shares 13,479 $284K 0.01% -183 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 5,749 shares; 2025Q4: 7,168 shares 7,168 $282K 0.01% +1,419 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: not reported; 2024Q4: not reported; 2025Q1: 5,019 shares; 2025Q2: 4,621 shares; 2025Q3: 4,504 shares; 2025Q4: 4,072 shares 4,072 $282K 0.01% -432 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,386 shares; 2024Q4: 31,600 shares; 2025Q1: 5,515 shares; 2025Q2: 29,698 shares; 2025Q3: 30,254 shares; 2025Q4: 28,932 shares 28,932 $282K 0.01% -1,322 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,609 shares; 2025Q2: 5,369 shares; 2025Q3: 5,369 shares; 2025Q4: 3,409 shares 3,409 $282K 0.01% -1,960 Timeline QQEW 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: 2,035 shares; 2025Q3: 2,020 shares; 2025Q4: 1,980 shares 1,980 $281K 0.01% -40 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: not reported; 2025Q2: 1,899 shares; 2025Q3: 2,344 shares; 2025Q4: 1,722 shares 1,722 $281K 0.01% -622 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: not reported; 2024Q4: not reported; 2025Q1: 13,143 shares; 2025Q2: 14,245 shares; 2025Q3: 14,535 shares; 2025Q4: 15,082 shares 15,082 $281K 0.01% +547 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: not reported; 2024Q4: not reported; 2025Q1: 3,937 shares; 2025Q2: 3,752 shares; 2025Q3: 4,721 shares; 2025Q4: 4,972 shares 4,972 $281K 0.01% +251 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,215 shares; 2024Q4: 25,115 shares; 2025Q1: 17,639 shares; 2025Q2: 23,289 shares; 2025Q3: 22,639 shares; 2025Q4: 21,489 shares 21,489 $280K 0.01% -1,150 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 22,677 shares; 2025Q2: 30,374 shares; 2025Q3: 28,806 shares; 2025Q4: 28,611 shares 28,611 $279K 0.01% -195 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 2,350 shares; 2025Q3: 2,739 shares; 2025Q4: 2,383 shares 2,383 $279K 0.01% -356 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,642 shares; 2025Q2: 2,632 shares; 2025Q3: 2,827 shares; 2025Q4: 2,882 shares 2,882 $279K 0.01% +55 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP 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: 4,241 shares; 2025Q2: 4,288 shares; 2025Q3: 4,275 shares; 2025Q4: 4,313 shares 4,313 $278K 0.01% +38 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,470 shares 36,470 $277K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 8,560 shares; 2025Q1: not reported; 2025Q2: 9,879 shares; 2025Q3: 9,780 shares; 2025Q4: 2,200 shares 2,200 $277K 0.01% -7,580 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,813 shares; 2025Q3: 5,365 shares; 2025Q4: 3,533 shares 3,533 $277K 0.01% -1,832 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,879 shares; 2025Q3: 9,252 shares; 2025Q4: 7,810 shares 7,810 $276K 0.01% -1,442 Timeline UFOX 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: 4,899 shares; 2025Q2: 4,445 shares; 2025Q3: 4,303 shares; 2025Q4: 4,305 shares 4,305 $275K 0.01% +2 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,335 shares; 2025Q3: 1,204 shares; 2025Q4: 1,201 shares 1,201 $274K 0.01% -3 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,353 shares; 2025Q2: 10,491 shares; 2025Q3: 8,861 shares; 2025Q4: 7,029 shares 7,029 $274K 0.01% -1,832 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares; 2025Q4: 2,686 shares 2,686 $273K 0.01% +1 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,708 shares; 2025Q4: 7,965 shares 7,965 $273K 0.01% +257 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: not reported; 2024Q4: not reported; 2025Q1: 977 shares; 2025Q2: 6,031 shares; 2025Q3: 1,278 shares; 2025Q4: 1,262 shares 1,262 $271K 0.01% -16 Timeline EYLD 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: not reported; 2024Q4: not reported; 2025Q1: 6,504 shares; 2025Q2: 6,802 shares; 2025Q3: 6,906 shares; 2025Q4: 7,066 shares 7,066 $271K 0.01% +160 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: 4,495 shares; 2024Q4: 4,504 shares; 2025Q1: 4,535 shares; 2025Q2: 4,564 shares; 2025Q3: 4,579 shares; 2025Q4: 4,569 shares 4,569 $270K 0.01% -10 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,315 shares; 2025Q2: 3,144 shares; 2025Q3: 2,062 shares; 2025Q4: 2,695 shares 2,695 $270K 0.01% +633 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,134 shares 7,134 $270K 0.01% new Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,730 shares; 2025Q2: 10,470 shares; 2025Q3: 10,227 shares; 2025Q4: 10,728 shares 10,728 $268K 0.01% +501 Timeline SPIB 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: 45,826 shares; 2024Q4: 72,263 shares; 2025Q1: 6,628 shares; 2025Q2: 12,197 shares; 2025Q3: 8,194 shares; 2025Q4: 8,580 shares 8,580 $267K 0.01% +386 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: 7,176 shares; 2024Q4: 6,627 shares; 2025Q1: 5,919 shares; 2025Q2: 6,404 shares; 2025Q3: 5,540 shares; 2025Q4: 4,145 shares 4,145 $267K 0.01% -1,395 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,771 shares; 2024Q4: 7,771 shares; 2025Q1: 8,071 shares; 2025Q2: 8,071 shares; 2025Q3: 8,071 shares; 2025Q4: 7,925 shares 7,925 $267K 0.01% -146 Timeline ROAM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,045 shares; 2025Q3: 9,559 shares; 2025Q4: 9,138 shares 9,138 $266K 0.01% -421 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 3,120 shares; 2025Q2: 5,005 shares; 2025Q3: 4,997 shares; 2025Q4: 3,111 shares 3,111 $265K 0.01% -1,886 Timeline BBAG 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: 7,750 shares; 2025Q3: 8,652 shares; 2025Q4: 5,716 shares 5,716 $265K 0.01% -2,936 Timeline SCHM 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: 15,154 shares; 2024Q4: 51,799 shares; 2025Q1: 9,335 shares; 2025Q2: 60,368 shares; 2025Q3: 59,938 shares; 2025Q4: 60,620 shares 60,620 $265K 0.01% +682 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,320 shares; 2025Q3: 32,523 shares; 2025Q4: 3,553 shares 3,553 $265K 0.01% -28,970 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,763 shares; 2024Q4: 3,414 shares; 2025Q1: 3,430 shares; 2025Q2: 3,363 shares; 2025Q3: 3,379 shares; 2025Q4: 3,374 shares 3,374 $265K 0.01% -5 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 847 shares; 2025Q4: 1,170 shares 1,170 $265K 0.01% +323 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: not reported; 2025Q1: 3,864 shares; 2025Q2: 3,875 shares; 2025Q3: 4,290 shares; 2025Q4: 3,559 shares 3,559 $264K 0.01% -731 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,545 shares; 2025Q2: 19,920 shares; 2025Q3: 11,758 shares; 2025Q4: 9,770 shares 9,770 $264K 0.01% -1,988 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,495 shares; 2025Q1: 1,727 shares; 2025Q2: 2,365 shares; 2025Q3: 2,059 shares; 2025Q4: 1,653 shares 1,653 $264K 0.01% -406 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,174 shares; 2024Q4: 152,172 shares; 2025Q1: 5,284 shares; 2025Q2: 185,702 shares; 2025Q3: 174,440 shares; 2025Q4: 175,450 shares 175,450 $264K 0.01% +1,010 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,585 shares; 2025Q1: 3,587 shares; 2025Q2: 3,642 shares; 2025Q3: 3,642 shares; 2025Q4: 3,675 shares 3,675 $263K 0.01% +33 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: not reported; 2024Q4: not reported; 2025Q1: 3,416 shares; 2025Q2: 3,846 shares; 2025Q3: 3,858 shares; 2025Q4: 3,589 shares 3,589 $263K 0.01% -269 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,862 shares; 2025Q3: 7,738 shares; 2025Q4: 8,565 shares 8,565 $260K 0.01% +827 Timeline PSEP 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: 5,942 shares; 2025Q2: 5,942 shares; 2025Q3: 5,942 shares; 2025Q4: 5,942 shares 5,942 $260K 0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,612 shares 3,612 $259K 0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,168 shares; 2025Q2: 53,430 shares; 2025Q3: 56,430 shares; 2025Q4: 55,391 shares 55,391 $259K 0.01% -1,039 Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,420 shares; 2025Q2: 22,055 shares; 2025Q3: 28,475 shares; 2025Q4: 27,675 shares 27,675 $259K 0.01% -800 Timeline DTD 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: 2,719 shares; 2024Q4: 2,732 shares; 2025Q1: 2,929 shares; 2025Q2: 2,944 shares; 2025Q3: 3,060 shares; 2025Q4: 3,046 shares 3,046 $259K 0.01% -14 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,467 shares; 2025Q2: 97,170 shares; 2025Q3: 99,860 shares; 2025Q4: 12,705 shares 12,705 $258K 0.01% -87,155 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,238 shares; 2025Q1: 1,889 shares; 2025Q2: 2,144 shares; 2025Q3: 1,905 shares; 2025Q4: 1,952 shares 1,952 $257K 0.01% +47 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,557 shares; 2025Q2: 31,557 shares; 2025Q3: 34,152 shares; 2025Q4: 33,356 shares 33,356 $257K 0.01% -796 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 5,240 shares; 2025Q1: 5,929 shares; 2025Q2: 5,991 shares; 2025Q3: 6,056 shares; 2025Q4: 5,118 shares 5,118 $257K 0.01% -938 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,805 shares; 2025Q3: 5,778 shares; 2025Q4: 5,604 shares 5,604 $257K 0.01% -174 Timeline PSR 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: not reported; 2025Q2: not reported; 2025Q3: 2,397 shares; 2025Q4: 2,827 shares 2,827 $255K 0.01% +430 Timeline FNCL 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: 3,213 shares; 2024Q4: 3,710 shares; 2025Q1: not reported; 2025Q2: 6,404 shares; 2025Q3: 6,740 shares; 2025Q4: 6,353 shares 6,353 $255K 0.01% -387 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: 21,541 shares; 2025Q2: 21,541 shares; 2025Q3: 21,541 shares; 2025Q4: 21,541 shares 21,541 $254K 0.01% 0 Timeline FICS 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: 18,546 shares; 2025Q2: 12,411 shares; 2025Q3: 7,045 shares; 2025Q4: 6,332 shares 6,332 $254K 0.01% -713 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: not reported; 2024Q4: not reported; 2025Q1: 1,445 shares; 2025Q2: 1,512 shares; 2025Q3: 1,521 shares; 2025Q4: 1,569 shares 1,569 $253K 0.01% +48 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,718 shares; 2025Q3: 6,991 shares; 2025Q4: 5,741 shares 5,741 $253K 0.01% -1,250 Timeline FDG 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: 2,396 shares; 2024Q4: 2,108 shares; 2025Q1: 2,207 shares; 2025Q2: 2,281 shares; 2025Q3: 2,474 shares; 2025Q4: 1,988 shares 1,988 $252K 0.01% -486 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,415 shares; 2025Q3: 17,148 shares; 2025Q4: 21,042 shares 21,042 $252K 0.01% +3,894 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,601 shares; 2025Q2: 7,644 shares; 2025Q3: 7,747 shares; 2025Q4: 7,471 shares 7,471 $252K 0.01% -276 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 71,130 shares 71,130 $252K 0.01% new Timeline JCPI 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: 5,220 shares; 2025Q4: 5,220 shares 5,220 $252K 0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,821 shares; 2025Q2: 14,122 shares; 2025Q3: 13,738 shares; 2025Q4: 13,957 shares 13,957 $251K 0.01% +219 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,703 shares; 2025Q3: 14,054 shares; 2025Q4: 16,135 shares 16,135 $251K 0.01% +2,081 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 18,709 shares; 2025Q1: 21,854 shares; 2025Q2: not reported; 2025Q3: 9,689 shares; 2025Q4: 9,773 shares 9,773 $251K 0.01% +84 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 3,855 shares; 2025Q3: 2,939 shares; 2025Q4: 3,155 shares 3,155 $251K 0.01% +216 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: not reported; 2024Q4: not reported; 2025Q1: 5,563 shares; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares; 2025Q4: 5,348 shares 5,348 $250K 0.01% -215 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,049 shares; 2025Q2: 8,530 shares; 2025Q3: 8,599 shares; 2025Q4: 6,543 shares 6,543 $250K 0.01% -2,056 Timeline EWC 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: 4,482 shares; 2025Q3: 4,275 shares; 2025Q4: 4,626 shares 4,626 $249K 0.01% +351 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,109 shares; 2025Q2: 16,143 shares; 2025Q3: 18,213 shares; 2025Q4: 17,338 shares 17,338 $248K 0.01% -875 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: not reported; 2024Q4: not reported; 2025Q1: 19,097 shares; 2025Q2: 24,438 shares; 2025Q3: 19,448 shares; 2025Q4: 20,651 shares 20,651 $248K 0.01% +1,203 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS 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: 19,336 shares; 2025Q4: 19,856 shares 19,856 $247K 0.01% +520 Timeline EDOW 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: 7,610 shares; 2024Q4: 7,310 shares; 2025Q1: 6,687 shares; 2025Q2: 6,648 shares; 2025Q3: 6,176 shares; 2025Q4: 5,973 shares 5,973 $247K 0.01% -203 Timeline CGW 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: 3,924 shares; 2025Q3: 3,924 shares; 2025Q4: 4,341 shares 4,341 $246K 0.01% +417 Timeline GMAR 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: 5,994 shares; 2024Q4: 5,994 shares; 2025Q1: 5,994 shares; 2025Q2: 5,994 shares; 2025Q3: 5,994 shares; 2025Q4: 5,994 shares 5,994 $245K 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: 7,553 shares; 2024Q4: 7,699 shares; 2025Q1: 7,699 shares; 2025Q2: 7,730 shares; 2025Q3: 7,762 shares; 2025Q4: 7,904 shares 7,904 $244K 0.01% +142 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,983 shares 7,983 $243K 0.01% new Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,644 shares; 2025Q3: 17,485 shares; 2025Q4: 16,597 shares 16,597 $242K 0.01% -888 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,300 shares; 2025Q2: 21,070 shares; 2025Q3: 21,015 shares; 2025Q4: 24,299 shares 24,299 $242K 0.01% +3,284 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,091 shares; 2025Q3: 3,994 shares; 2025Q4: 4,248 shares 4,248 $242K 0.01% +254 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares 2,970 $242K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,815 shares; 2025Q4: 6,742 shares 6,742 $241K 0.01% +1,927 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,091 shares 2,091 $240K 0.01% -400 Timeline IYJ 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: 1,410 shares; 2025Q3: 1,564 shares; 2025Q4: 1,617 shares 1,617 $239K 0.01% +53 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,660 shares; 2025Q2: 15,360 shares; 2025Q3: 19,620 shares; 2025Q4: 12,620 shares 12,620 $239K 0.01% -7,000 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 831 shares; 2025Q1: 1,023 shares; 2025Q2: 1,288 shares; 2025Q3: 2,005 shares; 2025Q4: 1,284 shares 1,284 $239K 0.01% -721 Timeline FTBD FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,307 shares; 2025Q2: 4,670 shares; 2025Q3: 5,285 shares; 2025Q4: 4,803 shares 4,803 $238K 0.01% -482 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,140 shares; 2025Q3: 4,114 shares; 2025Q4: 3,562 shares 3,562 $237K 0.01% -552 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: 1,911 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,238 shares; 2025Q4: 1,326 shares 1,326 $237K 0.01% +88 Timeline VTWO 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: 30,317 shares; 2024Q4: 21,096 shares; 2025Q1: not reported; 2025Q2: 3,582 shares; 2025Q3: 4,324 shares; 2025Q4: 4,354 shares 4,354 $236K 0.01% +30 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,104 shares; 2025Q4: 5,350 shares 5,350 $236K 0.01% +246 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 3,780 shares; 2025Q3: 3,661 shares; 2025Q4: 3,396 shares 3,396 $236K 0.01% -265 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 31,769 shares; 2025Q2: 32,244 shares; 2025Q3: 32,871 shares; 2025Q4: 20,509 shares 20,509 $236K 0.01% -12,362 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,848 shares; 2025Q1: 3,726 shares; 2025Q2: 9,403 shares; 2025Q3: 9,402 shares; 2025Q4: 9,379 shares 9,379 $236K 0.01% -23 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,151 shares; 2025Q4: 11,927 shares 11,927 $235K 0.01% +776 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,139 shares; 2025Q3: 5,025 shares; 2025Q4: 5,354 shares 5,354 $235K 0.01% +329 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,013 shares; 2024Q4: 31,463 shares; 2025Q1: 50,666 shares; 2025Q2: 35,083 shares; 2025Q3: 27,193 shares; 2025Q4: 20,813 shares 20,813 $235K 0.01% -6,380 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,374 shares; 2025Q2: 6,515 shares; 2025Q3: 4,829 shares; 2025Q4: 4,828 shares 4,828 $234K 0.01% -1 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 4,009 shares; 2025Q4: 5,490 shares 5,490 $234K 0.01% +1,481 Timeline OBIL 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: 5,236 shares; 2024Q4: 4,567 shares; 2025Q1: 4,668 shares; 2025Q2: 4,670 shares; 2025Q3: 4,672 shares; 2025Q4: 4,654 shares 4,654 $234K 0.01% -18 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,880 shares; 2025Q3: 2,516 shares; 2025Q4: 3,036 shares 3,036 $233K 0.01% +520 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,777 shares; 2025Q3: not reported; 2025Q4: 3,977 shares 3,977 $231K 0.01% new Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,560 shares; 2025Q3: 3,569 shares; 2025Q4: 3,597 shares 3,597 $231K 0.01% +28 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,184 shares; 2025Q1: not reported; 2025Q2: 6,186 shares; 2025Q3: 6,187 shares; 2025Q4: 6,188 shares 6,188 $230K 0.01% +1 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,834 shares; 2024Q4: 14,249 shares; 2025Q1: not reported; 2025Q2: 12,949 shares; 2025Q3: 12,780 shares; 2025Q4: 12,530 shares 12,530 $229K 0.01% -250 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,475 shares; 2025Q4: 4,283 shares 4,283 $228K 0.01% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,119 shares; 2025Q4: 4,130 shares 4,130 $228K 0.01% +11 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,159 shares; 2024Q4: 8,108 shares; 2025Q1: 7,983 shares; 2025Q2: 7,263 shares; 2025Q3: 6,443 shares; 2025Q4: 6,443 shares 6,443 $227K 0.01% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,252 shares; 2025Q2: 12,907 shares; 2025Q3: 12,907 shares; 2025Q4: 13,407 shares 13,407 $227K 0.01% +500 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,919 shares; 2025Q4: 6,107 shares 6,107 $227K 0.01% +188 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,308 shares; 2025Q2: 8,353 shares; 2025Q3: 8,336 shares; 2025Q4: 8,674 shares 8,674 $226K 0.01% +338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,411 shares; 2025Q3: 7,491 shares; 2025Q4: 6,693 shares 6,693 $226K 0.01% -798 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,959 shares; 2025Q3: 6,835 shares; 2025Q4: 8,163 shares 8,163 $226K 0.01% +1,328 Timeline VOLATILITY SHS TR VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 18,038 shares; 2025Q4: 49,288 shares 49,288 $226K 0.01% +31,250 HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,759 shares 1,759 $225K 0.01% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,357 shares; 2025Q1: 6,364 shares; 2025Q2: 6,371 shares; 2025Q3: 6,344 shares; 2025Q4: 4,299 shares 4,299 $225K 0.01% -2,045 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,429 shares; 2025Q3: 1,410 shares; 2025Q4: 1,368 shares 1,368 $224K 0.01% -42 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,542 shares; 2025Q2: 3,094 shares; 2025Q3: 3,656 shares; 2025Q4: 3,613 shares 3,613 $223K 0.01% -43 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,198 shares; 2025Q3: 10,376 shares; 2025Q4: 11,950 shares 11,950 $223K 0.01% +1,574 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,999 shares 7,999 $222K 0.01% new Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,060 shares; 2025Q2: not reported; 2025Q3: 5,905 shares; 2025Q4: 5,905 shares 5,905 $222K 0.01% 0 Timeline FBT 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: 1,183 shares; 2024Q4: not reported; 2025Q1: 1,193 shares; 2025Q2: not reported; 2025Q3: 1,131 shares; 2025Q4: 1,074 shares 1,074 $222K 0.01% -57 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,254 shares; 2025Q2: 12,111 shares; 2025Q3: 13,798 shares; 2025Q4: 13,006 shares 13,006 $221K 0.01% -792 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,878 shares; 2025Q4: 1,446 shares 1,446 $221K 0.01% -432 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 5,070 shares; 2025Q1: 4,812 shares; 2025Q2: 2,282 shares; 2025Q3: 2,262 shares; 2025Q4: 1,847 shares 1,847 $221K 0.01% -415 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,096 shares; 2024Q4: 2,895 shares; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,479 shares; 2025Q4: 2,504 shares 2,504 $221K 0.01% +25 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: not reported; 2024Q4: not reported; 2025Q1: 7,401 shares; 2025Q2: 7,411 shares; 2025Q3: 7,001 shares; 2025Q4: 7,001 shares 7,001 $220K 0.01% 0 Timeline BSMU 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: 10,726 shares; 2025Q2: 10,768 shares; 2025Q3: 9,948 shares; 2025Q4: 9,980 shares 9,980 $220K 0.01% +32 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: 7,123 shares; 2024Q4: 7,160 shares; 2025Q1: 7,604 shares; 2025Q2: 7,765 shares; 2025Q3: 7,805 shares; 2025Q4: 7,865 shares 7,865 $220K 0.01% +60 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,892 shares; 2025Q1: 5,409 shares; 2025Q2: 4,812 shares; 2025Q3: 4,283 shares; 2025Q4: 3,411 shares 3,411 $218K 0.01% -872 Timeline IGF 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: 3,546 shares; 2025Q4: 3,558 shares 3,558 $218K 0.01% +12 Timeline DNL 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: 5,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,276 shares 5,276 $217K 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 13,544 shares; 2025Q1: 16,595 shares; 2025Q2: 12,159 shares; 2025Q3: 11,521 shares; 2025Q4: 11,117 shares 11,117 $217K 0.01% -404 Timeline XXRP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,974 shares; 2025Q3: 16,907 shares; 2025Q4: 22,753 shares 22,753 $217K 0.01% +5,846 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,200 shares; 2025Q4: 17,609 shares 17,609 $217K 0.01% +6,409 Timeline RWJ 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: 7,122 shares; 2025Q2: 5,877 shares; 2025Q3: 5,884 shares; 2025Q4: 4,451 shares 4,451 $217K 0.01% -1,433 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,946 shares; 2025Q4: 2,210 shares 2,210 $217K 0.01% -736 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: not reported; 2025Q1: 2,779 shares; 2025Q2: 2,671 shares; 2025Q3: 2,711 shares; 2025Q4: 2,671 shares 2,671 $216K 0.01% -40 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 2,709 shares 2,709 $216K 0.01% new Timeline BMVP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,351 shares; 2025Q2: 4,585 shares; 2025Q3: 4,602 shares; 2025Q4: 4,416 shares 4,416 $216K 0.01% -186 Timeline POWA 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: 2,581 shares; 2025Q2: 2,511 shares; 2025Q3: 2,511 shares; 2025Q4: 2,395 shares 2,395 $215K 0.01% -116 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,700 shares 21,700 $215K 0.01% new Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,124 shares; 2025Q2: not reported; 2025Q3: 4,546 shares; 2025Q4: 4,593 shares 4,593 $214K 0.01% +47 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: not reported; 2025Q1: 37,592 shares; 2025Q2: 38,420 shares; 2025Q3: 17,374 shares; 2025Q4: 12,677 shares 12,677 $214K 0.01% -4,697 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,936 shares; 2025Q3: 10,260 shares; 2025Q4: 10,270 shares 10,270 $214K 0.01% +10 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,108 shares; 2025Q2: 8,210 shares; 2025Q3: 9,245 shares; 2025Q4: 9,253 shares 9,253 $213K 0.01% +8 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,599 shares 8,599 $213K 0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: 1,081 shares 1,081 $213K 0.01% +39 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL 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: 9,758 shares; 2025Q3: 9,701 shares; 2025Q4: 9,214 shares 9,214 $213K 0.01% -487 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: not reported; 2024Q4: 4,156 shares; 2025Q1: 3,165 shares; 2025Q2: 3,086 shares; 2025Q3: 3,098 shares; 2025Q4: 2,491 shares 2,491 $213K 0.01% -607 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,079 shares; 2025Q3: 9,618 shares; 2025Q4: 9,761 shares 9,761 $212K 0.01% +143 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,402 shares; 2025Q1: 2,782 shares; 2025Q2: 2,783 shares; 2025Q3: 2,747 shares; 2025Q4: 2,323 shares 2,323 $212K 0.01% -424 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,631 shares; 2025Q2: 18,919 shares; 2025Q3: 18,885 shares; 2025Q4: 17,247 shares 17,247 $212K 0.01% -1,638 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,544 shares 1,544 $211K 0.01% new Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,302 shares; 2025Q4: 2,094 shares 2,094 $211K 0.01% -208 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,252 shares; 2025Q3: 3,502 shares; 2025Q4: 3,492 shares 3,492 $211K 0.01% -10 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares 1,076 $211K 0.01% new Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 1,246 shares 1,246 $210K 0.01% +87 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: 6,947 shares; 2025Q2: 9,219 shares; 2025Q3: 9,152 shares; 2025Q4: 8,301 shares 8,301 $208K 0.01% -851 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,349 shares; 2025Q2: 9,528 shares; 2025Q3: not reported; 2025Q4: 7,783 shares 7,783 $208K 0.01% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937 shares 2,937 $207K 0.01% new Timeline DDIV 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: 5,383 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,993 shares; 2025Q4: 4,971 shares 4,971 $206K 0.01% -22 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,645 shares 2,645 $206K 0.01% new Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,975 shares; 2025Q3: 2,425 shares; 2025Q4: 2,387 shares 2,387 $206K <0.01% -38 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,964 shares; 2025Q4: 8,588 shares 8,588 $206K <0.01% -1,376 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,473 shares; 2025Q2: 10,480 shares; 2025Q3: 10,488 shares; 2025Q4: 10,495 shares 10,495 $205K <0.01% +7 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,895 shares; 2025Q2: 13,303 shares; 2025Q3: 12,669 shares; 2025Q4: 10,792 shares 10,792 $204K <0.01% -1,877 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,020 shares; 2025Q4: 3,973 shares 3,973 $204K <0.01% -47 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 2,425 shares 2,425 $204K <0.01% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,016 shares 12,016 $203K <0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 6,742 shares; 2025Q2: 8,219 shares; 2025Q3: 9,813 shares; 2025Q4: 7,894 shares 7,894 $203K <0.01% -1,919 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,734 shares; 2025Q2: 17,270 shares; 2025Q3: 17,870 shares; 2025Q4: 11,792 shares 11,792 $202K <0.01% -6,078 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,845 shares 5,845 $202K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,609 shares 2,609 $202K <0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,134 shares; 2024Q4: 10,101 shares; 2025Q1: not reported; 2025Q2: 11,258 shares; 2025Q3: 11,889 shares; 2025Q4: 12,373 shares 12,373 $202K <0.01% +484 Timeline SPHY 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: 28,118 shares; 2024Q4: 87,983 shares; 2025Q1: not reported; 2025Q2: 78,721 shares; 2025Q3: 80,751 shares; 2025Q4: 75,784 shares 75,784 $201K <0.01% -4,967 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: 7,682 shares; 2024Q4: not reported; 2025Q1: 8,717 shares; 2025Q2: 6,931 shares; 2025Q3: 8,579 shares; 2025Q4: 7,348 shares 7,348 $201K <0.01% -1,231 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,254 shares 3,254 $201K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,228 shares; 2025Q3: 1,229 shares; 2025Q4: 1,270 shares 1,270 $200K <0.01% +41 Timeline PIO 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: 4,529 shares; 2025Q3: 4,530 shares; 2025Q4: 4,531 shares 4,531 $200K <0.01% +1 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,391 shares; 2025Q3: 14,386 shares; 2025Q4: 15,193 shares 15,193 $198K <0.01% +807 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,069 shares; 2025Q4: 13,510 shares 13,510 $193K <0.01% +2,441 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 29,340 shares; 2025Q2: 28,511 shares; 2025Q3: 16,171 shares; 2025Q4: 13,358 shares 13,358 $188K <0.01% -2,813 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,520 shares; 2025Q4: 26,430 shares 26,430 $187K <0.01% +9,910 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $182K <0.01% new Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,135 shares; 2025Q2: 11,185 shares; 2025Q3: 11,233 shares; 2025Q4: 11,330 shares 11,330 $181K <0.01% +97 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,590 shares; 2025Q2: 17,748 shares; 2025Q3: 18,144 shares; 2025Q4: 17,292 shares 17,292 $181K <0.01% -852 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,385 shares; 2025Q3: 10,928 shares; 2025Q4: 10,450 shares 10,450 $179K <0.01% -478 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,548 shares; 2025Q2: 17,908 shares; 2025Q3: 17,356 shares; 2025Q4: 17,884 shares 17,884 $178K <0.01% +528 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,914 shares; 2025Q2: 15,488 shares; 2025Q3: 11,125 shares; 2025Q4: 10,862 shares 10,862 $178K <0.01% -263 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,274 shares 39,274 $178K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,482 shares; 2025Q2: 15,569 shares; 2025Q3: 16,943 shares; 2025Q4: 16,610 shares 16,610 $176K <0.01% -333 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,684 shares; 2024Q4: 19,385 shares; 2025Q1: 10,270 shares; 2025Q2: 19,405 shares; 2025Q3: 20,463 shares; 2025Q4: 13,467 shares 13,467 $175K <0.01% -6,996 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: 26,689 shares; 2024Q4: 25,699 shares; 2025Q1: 14,051 shares; 2025Q2: 20,471 shares; 2025Q3: 13,206 shares; 2025Q4: 13,159 shares 13,159 $174K <0.01% -47 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,109 shares; 2024Q4: 15,555 shares; 2025Q1: 26,832 shares; 2025Q2: 23,699 shares; 2025Q3: 14,586 shares; 2025Q4: 27,102 shares 27,102 $173K <0.01% +12,516 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,740 shares; 2025Q4: 11,909 shares 11,909 $173K <0.01% +169 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,342 shares; 2024Q4: 16,342 shares; 2025Q1: 15,442 shares; 2025Q2: 15,442 shares; 2025Q3: 15,442 shares; 2025Q4: 12,268 shares 12,268 $171K <0.01% -3,174 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,600 shares; 2025Q4: 16,450 shares 16,450 $166K <0.01% -3,150 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES 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: 15,042 shares; 2025Q2: 16,472 shares; 2025Q3: 16,898 shares; 2025Q4: 20,509 shares 20,509 $165K <0.01% +3,611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,678 shares; 2025Q3: 11,846 shares; 2025Q4: 11,843 shares 11,843 $162K <0.01% -3 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,266 shares; 2025Q2: 15,157 shares; 2025Q3: 20,726 shares; 2025Q4: 22,006 shares 22,006 $161K <0.01% +1,280 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,224 shares; 2025Q2: 14,540 shares; 2025Q3: 16,578 shares; 2025Q4: 12,783 shares 12,783 $160K <0.01% -3,795 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,904 shares; 2024Q4: 30,239 shares; 2025Q1: 62,130 shares; 2025Q2: 62,928 shares; 2025Q3: 41,982 shares; 2025Q4: 34,626 shares 34,626 $159K <0.01% -7,356 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,245 shares; 2025Q4: 10,210 shares 10,210 $159K <0.01% +1,965 Timeline PGX 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: 14,147 shares; 2024Q4: 11,539 shares; 2025Q1: 27,047 shares; 2025Q2: 21,803 shares; 2025Q3: 17,359 shares; 2025Q4: 14,111 shares 14,111 $155K <0.01% -3,248 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: not reported; 2024Q4: not reported; 2025Q1: 10,416 shares; 2025Q2: 12,273 shares; 2025Q3: 11,459 shares; 2025Q4: 10,593 shares 10,593 $155K <0.01% -866 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,816 shares; 2025Q4: 16,328 shares 16,328 $154K <0.01% +2,512 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: not reported; 2025Q2: not reported; 2025Q3: 12,797 shares; 2025Q4: 12,828 shares 12,828 $154K <0.01% +31 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,533 shares; 2025Q2: 17,336 shares; 2025Q3: 15,855 shares; 2025Q4: 13,835 shares 13,835 $154K <0.01% -2,020 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,865 shares; 2024Q4: 31,365 shares; 2025Q1: 48,618 shares; 2025Q2: 43,849 shares; 2025Q3: 40,424 shares; 2025Q4: 16,094 shares 16,094 $152K <0.01% -24,330 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,114 shares; 2025Q1: 26,908 shares; 2025Q2: 29,305 shares; 2025Q3: 28,122 shares; 2025Q4: 25,795 shares 25,795 $152K <0.01% -2,327 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,322 shares; 2025Q2: 11,482 shares; 2025Q3: 11,520 shares; 2025Q4: 11,558 shares 11,558 $152K <0.01% +38 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: 25,094 shares; 2024Q4: 23,665 shares; 2025Q1: not reported; 2025Q2: 26,874 shares; 2025Q3: 28,098 shares; 2025Q4: 27,493 shares 27,493 $151K <0.01% -605 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,541 shares; 2025Q2: 14,648 shares; 2025Q3: 14,755 shares; 2025Q4: 14,860 shares 14,860 $148K <0.01% +105 Timeline LITM SNOW LAKE RES LTD COM NO PAR ( More: the full row for SNOW LAKE RES LTD COM NO PAR ( Quarterly shares; oldest to newest; scale 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: 49,205 shares 49,205 $148K <0.01% new Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,144 shares; 2024Q4: not reported; 2025Q1: 13,366 shares; 2025Q2: 13,992 shares; 2025Q3: 13,757 shares; 2025Q4: 11,572 shares 11,572 $147K <0.01% -2,185 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,002 shares; 2025Q3: 22,395 shares; 2025Q4: 10,133 shares 10,133 $146K <0.01% -12,262 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,501 shares; 2025Q4: 13,147 shares 13,147 $144K <0.01% +1,646 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,182 shares; 2025Q2: 13,428 shares; 2025Q3: 13,450 shares; 2025Q4: 13,474 shares 13,474 $144K <0.01% +24 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,166 shares; 2025Q2: 13,586 shares; 2025Q3: 11,618 shares; 2025Q4: 11,228 shares 11,228 $143K <0.01% -390 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,399 shares; 2025Q2: 18,456 shares; 2025Q3: 16,905 shares; 2025Q4: 15,287 shares 15,287 $142K <0.01% -1,618 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 13,697 shares; 2025Q1: 13,698 shares; 2025Q2: 13,682 shares; 2025Q3: 18,887 shares; 2025Q4: 18,978 shares 18,978 $141K <0.01% +91 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,635 shares; 2025Q2: 13,215 shares; 2025Q3: 12,015 shares; 2025Q4: 15,975 shares 15,975 $139K <0.01% +3,960 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,979 shares; 2025Q3: not reported; 2025Q4: 15,451 shares 15,451 $137K <0.01% new Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,056 shares 10,056 $131K <0.01% new Timeline TGEN TECOGEN INC NEW More: the full row for TECOGEN INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,400 shares; 2025Q4: 26,300 shares 26,300 $130K <0.01% -5,100 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,880 shares; 2025Q4: 13,315 shares 13,315 $127K <0.01% -1,565 Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,335 shares 18,335 $126K <0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,248 shares; 2025Q3: 17,514 shares; 2025Q4: 16,987 shares 16,987 $124K <0.01% -527 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,800 shares; 2025Q4: 38,800 shares 38,800 $122K <0.01% +3,000 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,281 shares; 2025Q2: 11,951 shares; 2025Q3: 11,445 shares; 2025Q4: 12,112 shares 12,112 $121K <0.01% +667 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,593 shares; 2025Q2: 18,155 shares; 2025Q3: 11,899 shares; 2025Q4: 10,335 shares 10,335 $120K <0.01% -1,564 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,829 shares 12,829 $117K <0.01% new Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,897 shares 79,897 $117K <0.01% new Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,200 shares; 2025Q1: 43,900 shares; 2025Q2: 43,900 shares; 2025Q3: 33,900 shares; 2025Q4: 31,415 shares 31,415 $116K <0.01% -2,485 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,973 shares; 2025Q1: 12,102 shares; 2025Q2: 13,617 shares; 2025Q3: 12,304 shares; 2025Q4: 17,390 shares 17,390 $116K <0.01% +5,086 Timeline FMHI 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: 7,764 shares; 2024Q4: 8,236 shares; 2025Q1: not reported; 2025Q2: 13,138 shares; 2025Q3: 13,700 shares; 2025Q4: 14,802 shares 14,802 $116K <0.01% +1,102 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,235 shares; 2025Q4: 10,524 shares 10,524 $116K <0.01% -1,711 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,006 shares; 2025Q2: 15,652 shares; 2025Q3: 16,009 shares; 2025Q4: 15,113 shares 15,113 $115K <0.01% -896 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,233 shares; 2025Q2: 11,534 shares; 2025Q3: 11,615 shares; 2025Q4: 10,090 shares 10,090 $113K <0.01% -1,525 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,552 shares; 2025Q4: 12,377 shares 12,377 $112K <0.01% -175 Timeline REM 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: 10,093 shares; 2025Q1: not reported; 2025Q2: 15,104 shares; 2025Q3: 12,635 shares; 2025Q4: 13,676 shares 13,676 $112K <0.01% +1,041 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,459 shares; 2025Q3: 10,876 shares; 2025Q4: 10,900 shares 10,900 $111K <0.01% +24 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,524 shares; 2025Q4: 12,524 shares 12,524 $109K <0.01% 0 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,093 shares; 2025Q2: 16,093 shares; 2025Q3: 13,940 shares; 2025Q4: 12,973 shares 12,973 $108K <0.01% -967 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,847 shares; 2025Q4: 10,969 shares 10,969 $106K <0.01% +122 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,761 shares 11,761 $105K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,729 shares; 2025Q3: 21,627 shares; 2025Q4: 25,656 shares 25,656 $104K <0.01% +4,029 Timeline FLRN 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: 14,964 shares; 2024Q4: 21,401 shares; 2025Q1: not reported; 2025Q2: 38,033 shares; 2025Q3: 53,080 shares; 2025Q4: 56,688 shares 56,688 $103K <0.01% +3,608 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,515 shares; 2025Q3: 13,953 shares; 2025Q4: 12,671 shares 12,671 $102K <0.01% -1,282 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,908 shares 13,908 $102K <0.01% new 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: 13,693 shares; 2025Q3: 13,982 shares; 2025Q4: 13,493 shares 13,493 $99.3K <0.01% -489 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,046 shares 10,046 $99.1K <0.01% new Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,985 shares; 2025Q4: 10,240 shares 10,240 $96.9K <0.01% -2,745 Timeline PANL PANGAEA LOGISTICS SOLUTION L More: the full row for PANGAEA LOGISTICS SOLUTION L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,748 shares; 2025Q3: 13,874 shares; 2025Q4: 13,968 shares 13,968 $96.1K <0.01% +94 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,173 shares 10,173 $92K <0.01% new Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING 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: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 70,000 shares; 2025Q4: 73,000 shares 73,000 $91.2K <0.01% +3,000 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,543 shares; 2025Q4: 39,743 shares 39,743 $90.2K <0.01% +5,200 Timeline OXBR OXBRIDGE RE HLDGS LTD More: the full row for OXBRIDGE RE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,000 shares; 2025Q4: 68,000 shares 68,000 $89.8K <0.01% +35,000 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,297 shares; 2024Q4: 25,581 shares; 2025Q1: 43,692 shares; 2025Q2: 38,475 shares; 2025Q3: 21,789 shares; 2025Q4: 11,742 shares 11,742 $87K <0.01% -10,047 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 16,663 shares 16,663 $85.4K <0.01% new Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL 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: 61,986 shares; 2025Q2: 47,549 shares; 2025Q3: 41,339 shares; 2025Q4: 38,298 shares 38,298 $83.5K <0.01% -3,041 Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS 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: 16,946 shares; 2025Q3: 17,136 shares; 2025Q4: 17,313 shares 17,313 $80.5K <0.01% +177 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,302 shares; 2025Q2: 32,138 shares; 2025Q3: 20,870 shares; 2025Q4: 18,438 shares 18,438 $78.3K <0.01% -2,432 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,120 shares; 2025Q3: 12,120 shares; 2025Q4: 12,120 shares 12,120 $78.2K <0.01% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,382 shares; 2024Q4: 50,499 shares; 2025Q1: not reported; 2025Q2: 55,638 shares; 2025Q3: 64,089 shares; 2025Q4: 58,910 shares 58,910 $75.6K <0.01% -5,179 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,477 shares; 2024Q4: 13,374 shares; 2025Q1: 15,785 shares; 2025Q2: 15,875 shares; 2025Q3: 15,875 shares; 2025Q4: 15,875 shares 15,875 $74.5K <0.01% 0 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,727 shares; 2025Q1: 12,777 shares; 2025Q2: not reported; 2025Q3: 10,813 shares; 2025Q4: 11,067 shares 11,067 $72.9K <0.01% +254 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,772 shares; 2025Q2: 26,772 shares; 2025Q3: 24,772 shares; 2025Q4: 24,772 shares 24,772 $72.1K <0.01% 0 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,465 shares; 2025Q3: 12,798 shares; 2025Q4: 12,798 shares 12,798 $69.5K <0.01% 0 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,687 shares; 2025Q4: 30,397 shares 30,397 $68.9K <0.01% +1,710 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,705 shares; 2025Q1: not reported; 2025Q2: 209,129 shares; 2025Q3: 472,453 shares; 2025Q4: 717,853 shares 717,853 $68.3K <0.01% +245,400 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,604 shares; 2025Q3: 12,130 shares; 2025Q4: 12,030 shares 12,030 $65.8K <0.01% -100 Timeline NNBR NN INC More: the full row for NN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,200 shares; 2024Q4: 77,000 shares; 2025Q1: 45,300 shares; 2025Q2: 81,000 shares; 2025Q3: 81,000 shares; 2025Q4: 90,600 shares 90,600 $63.9K <0.01% +9,600 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,880 shares 13,880 $61.7K <0.01% new Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,080 shares; 2025Q3: 11,241 shares; 2025Q4: 11,459 shares 11,459 $61.1K <0.01% +218 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,804 shares 19,804 $61K <0.01% new Timeline LFT LUMENT FINANCE TRUST INC More: the full row for LUMENT FINANCE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,083 shares; 2025Q2: 41,405 shares; 2025Q3: 41,701 shares; 2025Q4: 41,939 shares 41,939 $59.1K <0.01% +238 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,351 shares 22,351 $58.4K <0.01% new Timeline DIV 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: 15,658 shares; 2024Q4: 15,281 shares; 2025Q1: not reported; 2025Q2: 15,456 shares; 2025Q3: 15,131 shares; 2025Q4: 17,917 shares 17,917 $58.2K <0.01% +2,786 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,236 shares; 2025Q3: 11,595 shares; 2025Q4: 11,608 shares 11,608 $55.3K <0.01% +13 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,231 shares 21,231 $54.7K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,284 shares; 2025Q2: 26,696 shares; 2025Q3: 24,635 shares; 2025Q4: 28,835 shares 28,835 $54.2K <0.01% +4,200 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,890 shares; 2025Q4: 12,338 shares 12,338 $53.9K <0.01% -552 Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $52.6K <0.01% new Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,600 shares; 2025Q1: not reported; 2025Q2: 25,600 shares; 2025Q3: 16,000 shares; 2025Q4: 11,100 shares 11,100 $50.8K <0.01% -4,900 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: 25,424 shares; 2024Q4: 23,159 shares; 2025Q1: 23,566 shares; 2025Q2: 23,017 shares; 2025Q3: 21,330 shares; 2025Q4: 17,702 shares 17,702 $45.8K <0.01% -3,628 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: 11,882 shares; 2024Q4: 11,882 shares; 2025Q1: not reported; 2025Q2: 14,927 shares; 2025Q3: 14,943 shares; 2025Q4: 14,959 shares 14,959 $44.2K <0.01% +16 Timeline HYDB 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: 23,020 shares; 2024Q4: 24,061 shares; 2025Q1: not reported; 2025Q2: 28,902 shares; 2025Q3: 30,625 shares; 2025Q4: 34,248 shares 34,248 $42.3K <0.01% +3,623 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,257 shares; 2024Q4: 13,319 shares; 2025Q1: not reported; 2025Q2: 13,580 shares; 2025Q3: 13,316 shares; 2025Q4: 12,820 shares 12,820 $42.1K <0.01% -496 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 29,500 shares 29,500 $41K <0.01% +14,500 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: 16,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,750 shares; 2025Q4: 33,595 shares 33,595 $36.2K <0.01% +845 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,946 shares; 2024Q4: 107,195 shares; 2025Q1: not reported; 2025Q2: 90,285 shares; 2025Q3: 83,416 shares; 2025Q4: 79,842 shares 79,842 $35.9K <0.01% -3,574 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,233 shares 36,233 $35.6K <0.01% new Timeline FORD MOTOR COMPANY FORD MOTOR COMPANY More: the full row for FORD MOTOR COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,000 shares 34,000 $35.3K <0.01% new EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,819 shares; 2025Q3: 10,819 shares; 2025Q4: 10,819 shares 10,819 $33.1K <0.01% 0 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,567 shares; 2024Q4: 46,059 shares; 2025Q1: not reported; 2025Q2: 48,804 shares; 2025Q3: 54,150 shares; 2025Q4: 49,856 shares 49,856 $33K <0.01% -4,294 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,920 shares; 2025Q2: 18,920 shares; 2025Q3: 22,394 shares; 2025Q4: 23,894 shares 23,894 $31.5K <0.01% +1,500 Timeline DGXX DIGI PWR X INC More: the full row for DIGI PWR X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,500 shares 11,500 $29.3K <0.01% new Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,519 shares; 2024Q4: 272,852 shares; 2025Q1: not reported; 2025Q2: 263,644 shares; 2025Q3: 275,300 shares; 2025Q4: 283,601 shares 283,601 $28.6K <0.01% +8,301 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,850 shares; 2025Q1: not reported; 2025Q2: 11,799 shares; 2025Q3: 11,599 shares; 2025Q4: 11,279 shares 11,279 $28K <0.01% -320 Timeline NMTC NEUROONE MED TECHNOLOGIES CO More: the full row for NEUROONE MED TECHNOLOGIES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,120 shares; 2025Q2: 37,120 shares; 2025Q3: 37,120 shares; 2025Q4: 36,000 shares 36,000 $27.3K <0.01% -1,120 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,442 shares; 2024Q4: 16,484 shares; 2025Q1: not reported; 2025Q2: 17,315 shares; 2025Q3: 16,456 shares; 2025Q4: 15,169 shares 15,169 $26.6K <0.01% -1,287 Timeline UPXI UPEXI INC More: the full row for UPEXI 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: 15,600 shares; 2025Q4: 15,100 shares 15,100 $25.4K <0.01% -500 Timeline PVL PERMIANVILLE RTY TR More: the full row for PERMIANVILLE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,517 shares; 2025Q2: 12,517 shares; 2025Q3: 12,517 shares; 2025Q4: 12,517 shares 12,517 $22.5K <0.01% 0 Timeline OPTT OCEAN PWR TECHNOLOGIES INC More: the full row for OCEAN PWR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215,140 shares; 2025Q2: 175,190 shares; 2025Q3: 75,190 shares; 2025Q4: 73,190 shares 73,190 $21.9K <0.01% -2,000 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,352 shares; 2024Q4: 12,276 shares; 2025Q1: not reported; 2025Q2: 12,816 shares; 2025Q3: 13,124 shares; 2025Q4: 12,939 shares 12,939 $21K <0.01% -185 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $20.8K <0.01% 0 Timeline GREENBRIER COS INC GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares 19,000 $20.4K <0.01% new UAVS AGEAGLE AERIAL SYS INC NEW More: the full row for AGEAGLE AERIAL SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,319 shares; 2025Q4: 25,000 shares 25,000 $20.3K <0.01% -25,319 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU 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: 12,004 shares; 2025Q2: 12,004 shares; 2025Q3: 11,269 shares; 2025Q4: 11,269 shares 11,269 $17.9K <0.01% 0 Timeline GPRO GOPRO INC More: the full row for GOPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,050 shares; 2025Q1: 11,630 shares; 2025Q2: 11,330 shares; 2025Q3: 11,530 shares; 2025Q4: 11,530 shares 11,530 $16.3K <0.01% 0 Timeline GERN GERON CORP More: the full row for GERON 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: 16,230 shares; 2025Q2: 16,230 shares; 2025Q3: 16,230 shares; 2025Q4: 12,300 shares 12,300 $16.2K <0.01% -3,930 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,900 shares; 2025Q1: not reported; 2025Q2: 14,335 shares; 2025Q3: 11,871 shares; 2025Q4: 11,871 shares 11,871 $13.7K <0.01% 0 Timeline ARBE ARBE ROBOTICS LTD More: the full row for ARBE ROBOTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $13K <0.01% new Timeline CEFS 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: 24,498 shares; 2024Q4: 22,346 shares; 2025Q1: not reported; 2025Q2: 21,978 shares; 2025Q3: 21,005 shares; 2025Q4: 26,677 shares 26,677 $12.9K <0.01% +5,672 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: 93,297 shares; 2024Q4: 97,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228,924 shares 228,924 $12.2K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline HCWB HCW BIOLOGICS INC More: the full row for HCW BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,500 shares 12,500 $12.1K <0.01% new Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,600 shares 11,600 $10.5K <0.01% new Timeline GREEN PLAINS INC GREEN PLAINS INC More: the full row for GREEN PLAINS 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: 10,000 shares 10,000 $9.57K <0.01% new EURONET WORLDWIDE INC EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $8.44K <0.01% new ONDS ONDAS INC More: the full row for ONDAS 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: 30,739 shares 30,739 $7.21K <0.01% new Timeline XEROX HOLDINGS CORP XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $5.85K <0.01% new PSTV PLUS THERAPEUTICS INC More: the full row for PLUS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $5.12K <0.01% new Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,500 shares 30,500 $3.34K <0.01% new Timeline DIEM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,127 shares 39,127 $1.04K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,009 shares 10,009 $355 new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,937 shares 11,937 $301 <0.01% new Timeline DTF DTF TAX-FREE INCOME 2028 TER More: the full row for DTF TAX-FREE INCOME 2028 TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,280 shares; 2024Q4: 14,780 shares; 2025Q1: not reported; 2025Q2: 14,780 shares; 2025Q3: 13,080 shares; 2025Q4: 13,080 shares 13,080 $0 0% 0 Value filed as zero, left out of ratios. Timeline BEEP MOBILE INFRASTRUCTURE CORP More: the full row for MOBILE INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,973 shares; 2024Q4: 11,973 shares; 2025Q1: not reported; 2025Q2: 11,973 shares; 2025Q3: 11,973 shares; 2025Q4: 11,973 shares 11,973 $0 0% 0 Value filed as zero, left out of ratios. Timeline