CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,995 shares; 2025Q1: 8,995 shares; 2025Q2: 8,562 shares; 2025Q3: 8,562 shares; 2025Q4: 11,426 shares 11,426 $410K <0.01% +2,864 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,586 shares; 2024Q4: 3,688 shares; 2025Q1: 3,696 shares; 2025Q2: 4,250 shares; 2025Q3: 4,803 shares; 2025Q4: 4,818 shares 4,818 $410K <0.01% +15 Timeline JCPB 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: 5,500 shares; 2025Q4: 8,650 shares 8,650 $410K <0.01% +3,150 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,162 shares; 2024Q4: 11,499 shares; 2025Q1: 9,780 shares; 2025Q2: 6,935 shares; 2025Q3: 6,795 shares; 2025Q4: 5,120 shares 5,120 $409K <0.01% -1,675 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: 3,831 shares; 2025Q1: 3,939 shares; 2025Q2: 4,150 shares; 2025Q3: 6,202 shares; 2025Q4: 5,095 shares 5,095 $408K <0.01% -1,107 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,185 shares; 2025Q1: 8,354 shares; 2025Q2: 8,668 shares; 2025Q3: 9,796 shares; 2025Q4: 8,666 shares 8,666 $405K <0.01% -1,130 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,742 shares; 2024Q4: 58,452 shares; 2025Q1: 54,518 shares; 2025Q2: 53,268 shares; 2025Q3: 19,398 shares; 2025Q4: 16,627 shares 16,627 $403K <0.01% -2,771 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: 9,565 shares; 2024Q4: 11,307 shares; 2025Q1: 11,408 shares; 2025Q2: 11,587 shares; 2025Q3: 18,056 shares; 2025Q4: 20,997 shares 20,997 $401K <0.01% +2,941 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 27 shares; 2025Q4: 1,279 shares 1,279 $401K <0.01% +1,252 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 10,444 shares; 2025Q1: 10,380 shares; 2025Q2: 10,246 shares; 2025Q3: 10,246 shares; 2025Q4: 10,059 shares 10,059 $398K <0.01% -187 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: 5,885 shares; 2024Q4: 5,906 shares; 2025Q1: 5,781 shares; 2025Q2: 5,753 shares; 2025Q3: 5,766 shares; 2025Q4: 6,077 shares 6,077 $394K <0.01% +311 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 1,193 shares; 2025Q2: 1,952 shares; 2025Q3: 1,723 shares; 2025Q4: 4,535 shares 4,535 $392K <0.01% +2,812 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 2,716 shares; 2025Q4: 2,718 shares 2,718 $391K <0.01% +2 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: 1,710 shares; 2025Q1: 1,901 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 3,035 shares 3,035 $391K <0.01% +1,161 Timeline GNOV 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: 26,412 shares; 2025Q1: 19,322 shares; 2025Q2: 19,322 shares; 2025Q3: 9,888 shares; 2025Q4: 9,838 shares 9,838 $391K <0.01% -50 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: not reported; 2024Q4: 5,525 shares; 2025Q1: 5,552 shares; 2025Q2: 4,798 shares; 2025Q3: 4,914 shares; 2025Q4: 4,976 shares 4,976 $390K <0.01% +62 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 774 shares; 2025Q1: 752 shares; 2025Q2: 692 shares; 2025Q3: 5,031 shares; 2025Q4: 3,528 shares 3,528 $389K <0.01% -1,503 Timeline EMXF 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: 7,101 shares; 2025Q1: 7,635 shares; 2025Q2: 7,416 shares; 2025Q3: 7,864 shares; 2025Q4: 8,340 shares 8,340 $388K <0.01% +476 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: 3,135 shares; 2025Q1: 3,219 shares; 2025Q2: 3,408 shares; 2025Q3: 2,780 shares; 2025Q4: 2,845 shares 2,845 $387K <0.01% +65 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 3,887 shares; 2025Q1: 3,885 shares; 2025Q2: 4,825 shares; 2025Q3: 4,277 shares; 2025Q4: 4,544 shares 4,544 $386K <0.01% +267 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,315 shares; 2025Q1: 7,315 shares; 2025Q2: 6,831 shares; 2025Q3: 6,748 shares; 2025Q4: 6,750 shares 6,750 $384K <0.01% +2 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,720 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 12,980 shares 12,980 $384K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 5,023 shares; 2025Q1: 5,010 shares; 2025Q2: 5,365 shares; 2025Q3: 5,356 shares; 2025Q4: 5,682 shares 5,682 $383K <0.01% +326 Timeline TPZ 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: 21,870 shares; 2025Q1: 22,077 shares; 2025Q2: 22,410 shares; 2025Q3: 22,496 shares; 2025Q4: 18,677 shares 18,677 $381K <0.01% -3,819 Timeline IEUR 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: 318 shares; 2025Q1: 4,178 shares; 2025Q2: 4,151 shares; 2025Q3: 4,151 shares; 2025Q4: 5,358 shares 5,358 $380K <0.01% +1,207 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: 26,559 shares; 2024Q4: 27,717 shares; 2025Q1: 27,820 shares; 2025Q2: 28,507 shares; 2025Q3: 32,590 shares; 2025Q4: 30,331 shares 30,331 $378K <0.01% -2,259 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 707 shares; 2025Q2: 729 shares; 2025Q3: 1,116 shares; 2025Q4: 1,110 shares 1,110 $378K <0.01% -6 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,591 shares; 2025Q1: 7,140 shares; 2025Q2: 7,643 shares; 2025Q3: 9,133 shares; 2025Q4: 12,321 shares 12,321 $375K <0.01% +3,188 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: 155 shares; 2025Q1: 4,828 shares; 2025Q2: 5,412 shares; 2025Q3: 5,409 shares; 2025Q4: 5,798 shares 5,798 $374K <0.01% +389 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 7,970 shares; 2025Q1: 8,578 shares; 2025Q2: 8,092 shares; 2025Q3: 8,020 shares; 2025Q4: 8,357 shares 8,357 $374K <0.01% +337 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 3,493 shares; 2025Q1: 3,494 shares; 2025Q2: 5,144 shares; 2025Q3: 3,383 shares; 2025Q4: 4,723 shares 4,723 $372K <0.01% +1,340 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,045 shares; 2025Q3: 4,946 shares; 2025Q4: 4,672 shares 4,672 $372K <0.01% -274 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,822 shares; 2025Q1: 5,912 shares; 2025Q2: 4,907 shares; 2025Q3: 4,015 shares; 2025Q4: 3,975 shares 3,975 $370K <0.01% -40 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: 8,374 shares; 2024Q4: 3,839 shares; 2025Q1: 3,151 shares; 2025Q2: 4,472 shares; 2025Q3: 3,569 shares; 2025Q4: 4,821 shares 4,821 $370K <0.01% +1,252 Timeline FNDC 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: 3,953 shares; 2025Q1: 4,146 shares; 2025Q2: 4,261 shares; 2025Q3: 7,593 shares; 2025Q4: 8,276 shares 8,276 $369K <0.01% +683 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 157 shares; 2025Q2: 1,759 shares; 2025Q3: 764 shares; 2025Q4: 5,725 shares 5,725 $368K <0.01% +4,961 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,089 shares; 2025Q2: 1,171 shares; 2025Q3: 1,116 shares; 2025Q4: 1,120 shares 1,120 $368K <0.01% +4 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 9,916 shares; 2025Q1: 9,983 shares; 2025Q2: 9,408 shares; 2025Q3: 8,833 shares; 2025Q4: 9,585 shares 9,585 $367K <0.01% +752 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: 11,158 shares; 2024Q4: 10,576 shares; 2025Q1: 7,177 shares; 2025Q2: 8,496 shares; 2025Q3: 4,775 shares; 2025Q4: 4,376 shares 4,376 $363K <0.01% -399 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,405 shares; 2025Q1: 8,508 shares; 2025Q2: 8,514 shares; 2025Q3: 8,350 shares; 2025Q4: 9,163 shares 9,163 $363K <0.01% +813 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,621 shares; 2025Q1: 1,458 shares; 2025Q2: 1,698 shares; 2025Q3: 1,379 shares; 2025Q4: 1,431 shares 1,431 $363K <0.01% +52 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,343 shares; 2024Q4: 23,428 shares; 2025Q1: 23,395 shares; 2025Q2: 23,361 shares; 2025Q3: 23,339 shares; 2025Q4: 23,948 shares 23,948 $361K <0.01% +609 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,508 shares 5,508 $360K <0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 39 shares; 2025Q2: 89 shares; 2025Q3: 2,132 shares; 2025Q4: 2,163 shares 2,163 $360K <0.01% +31 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,335 shares; 2025Q1: 4,038 shares; 2025Q2: 4,135 shares; 2025Q3: 8,017 shares; 2025Q4: 7,821 shares 7,821 $360K <0.01% -196 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,836 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $360K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,248 shares; 2025Q1: 11,008 shares; 2025Q2: 11,045 shares; 2025Q3: 7,807 shares; 2025Q4: 6,958 shares 6,958 $356K <0.01% -849 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,115 shares; 2025Q1: 5,102 shares; 2025Q2: 5,102 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares 3,869 $355K <0.01% 0 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,090 shares; 2025Q1: 33,782 shares; 2025Q2: 33,800 shares; 2025Q3: 33,872 shares; 2025Q4: 33,869 shares 33,869 $355K <0.01% -3 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 6,712 shares; 2025Q4: 6,349 shares 6,349 $354K <0.01% -363 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,217 shares; 2025Q1: 6,217 shares; 2025Q2: 6,035 shares; 2025Q3: 8,222 shares; 2025Q4: 7,923 shares 7,923 $354K <0.01% -299 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: 2,865 shares; 2024Q4: 2,689 shares; 2025Q1: 2,572 shares; 2025Q2: 2,222 shares; 2025Q3: 1,903 shares; 2025Q4: 1,699 shares 1,699 $353K <0.01% -204 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: 149 shares; 2025Q1: 149 shares; 2025Q2: 209 shares; 2025Q3: 1,085 shares; 2025Q4: 4,921 shares 4,921 $352K <0.01% +3,836 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,915 shares; 2025Q3: 2,900 shares; 2025Q4: 2,903 shares 2,903 $352K <0.01% +3 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,877 shares; 2025Q1: 1,875 shares; 2025Q2: 1,933 shares; 2025Q3: 1,880 shares; 2025Q4: 1,902 shares 1,902 $351K <0.01% +22 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,187 shares; 2025Q1: 4,309 shares; 2025Q2: 3,677 shares; 2025Q3: 4,316 shares; 2025Q4: 3,813 shares 3,813 $347K <0.01% -503 Timeline MGC 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: 2,841 shares; 2024Q4: 2,846 shares; 2025Q1: 2,845 shares; 2025Q2: 2,825 shares; 2025Q3: 2,830 shares; 2025Q4: 1,380 shares 1,380 $346K <0.01% -1,450 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: 1,724 shares; 2024Q4: 1,556 shares; 2025Q1: 1,438 shares; 2025Q2: 1,463 shares; 2025Q3: 1,297 shares; 2025Q4: 1,324 shares 1,324 $346K <0.01% +27 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 11,550 shares; 2025Q3: 11,587 shares; 2025Q4: 10,979 shares 10,979 $345K <0.01% -608 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,979 shares; 2025Q1: 2,244 shares; 2025Q2: 2,831 shares; 2025Q3: 3,417 shares; 2025Q4: 3,704 shares 3,704 $342K <0.01% +287 Timeline LFMD LIFEMD INC More: the full row for LIFEMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $341K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 2,770 shares; 2025Q1: 2,714 shares; 2025Q2: 2,772 shares; 2025Q3: 2,669 shares; 2025Q4: 2,741 shares 2,741 $337K <0.01% +72 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,785 shares; 2025Q3: 7,065 shares; 2025Q4: 7,736 shares 7,736 $337K <0.01% +671 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,313 shares; 2025Q1: 10,516 shares; 2025Q2: 10,517 shares; 2025Q3: 9,963 shares; 2025Q4: 9,860 shares 9,860 $337K <0.01% -103 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 158 shares; 2025Q2: 196 shares; 2025Q3: 339 shares; 2025Q4: 371 shares 371 $337K <0.01% +32 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 4,548 shares 4,548 $333K <0.01% +2,325 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,924 shares; 2025Q1: 6,993 shares; 2025Q2: 7,243 shares; 2025Q3: 7,445 shares; 2025Q4: 7,449 shares 7,449 $333K <0.01% +4 Timeline BGRN 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: 6,880 shares; 2025Q1: 6,889 shares; 2025Q2: 6,902 shares; 2025Q3: 6,915 shares; 2025Q4: 6,933 shares 6,933 $332K <0.01% +18 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: not reported; 2024Q4: 3,629 shares; 2025Q1: 4,405 shares; 2025Q2: 4,714 shares; 2025Q3: 4,176 shares; 2025Q4: 4,139 shares 4,139 $331K <0.01% -37 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,689 shares; 2025Q1: 4,714 shares; 2025Q2: 7,786 shares; 2025Q3: 7,604 shares; 2025Q4: 7,469 shares 7,469 $331K <0.01% -135 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,785 shares; 2025Q1: 5,717 shares; 2025Q2: 6,157 shares; 2025Q3: 6,545 shares; 2025Q4: 8,013 shares 8,013 $330K <0.01% +1,468 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 514 shares; 2025Q2: 1,622 shares; 2025Q3: 1,615 shares; 2025Q4: 1,381 shares 1,381 $328K <0.01% -234 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 948 shares; 2025Q1: 1,255 shares; 2025Q2: 1,364 shares; 2025Q3: 1,299 shares; 2025Q4: 1,297 shares 1,297 $327K <0.01% -2 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares 4,935 $326K <0.01% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 8,856 shares 8,856 $326K <0.01% +8,792 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 29 shares; 2025Q1: 65 shares; 2025Q2: 64 shares; 2025Q3: 716 shares; 2025Q4: 608 shares 608 $324K <0.01% -108 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 8,223 shares; 2025Q1: 8,011 shares; 2025Q2: 9,943 shares; 2025Q3: 7,833 shares; 2025Q4: 8,889 shares 8,889 $323K <0.01% +1,056 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: 21,896 shares; 2024Q4: 22,442 shares; 2025Q1: 23,597 shares; 2025Q2: 25,733 shares; 2025Q3: 23,486 shares; 2025Q4: 24,698 shares 24,698 $322K <0.01% +1,212 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: 3,326 shares; 2024Q4: 3,344 shares; 2025Q1: 3,229 shares; 2025Q2: 2,547 shares; 2025Q3: 2,636 shares; 2025Q4: 2,651 shares 2,651 $321K <0.01% +15 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 8,725 shares; 2025Q1: 8,505 shares; 2025Q2: 8,868 shares; 2025Q3: 12,860 shares; 2025Q4: 12,320 shares 12,320 $321K <0.01% -540 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 3,660 shares; 2025Q2: 3,714 shares; 2025Q3: 3,714 shares; 2025Q4: 3,660 shares 3,660 $321K <0.01% -54 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 599 shares; 2025Q3: 551 shares; 2025Q4: 3,485 shares 3,485 $319K <0.01% +2,934 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: 23,094 shares; 2024Q4: 24,378 shares; 2025Q1: 26,480 shares; 2025Q2: 24,871 shares; 2025Q3: 23,454 shares; 2025Q4: 23,869 shares 23,869 $317K <0.01% +415 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: 2,381 shares; 2024Q4: 2,385 shares; 2025Q1: 2,132 shares; 2025Q2: 2,144 shares; 2025Q3: 2,146 shares; 2025Q4: 2,137 shares 2,137 $317K <0.01% -9 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,721 shares; 2025Q1: 2,718 shares; 2025Q2: 3,088 shares; 2025Q3: 2,794 shares; 2025Q4: 2,637 shares 2,637 $316K <0.01% -157 Timeline SPMD 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: 7,339 shares; 2024Q4: 8,762 shares; 2025Q1: 8,255 shares; 2025Q2: 8,380 shares; 2025Q3: 5,293 shares; 2025Q4: 5,429 shares 5,429 $314K <0.01% +136 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,115 shares; 2025Q1: 1,157 shares; 2025Q2: 1,113 shares; 2025Q3: 1,108 shares; 2025Q4: 1,087 shares 1,087 $313K <0.01% -21 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,958 shares; 2025Q1: 5,956 shares; 2025Q2: 6,712 shares; 2025Q3: 7,240 shares; 2025Q4: 7,062 shares 7,062 $313K <0.01% -178 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,673 shares; 2025Q1: 5,741 shares; 2025Q2: 5,835 shares; 2025Q3: 5,720 shares; 2025Q4: 6,730 shares 6,730 $313K <0.01% +1,010 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,540 shares; 2025Q1: 4,041 shares; 2025Q2: 5,819 shares; 2025Q3: 4,864 shares; 2025Q4: 5,828 shares 5,828 $312K <0.01% +964 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,639 shares; 2025Q1: 4,568 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares; 2025Q4: 4,483 shares 4,483 $311K <0.01% 0 Timeline VTWG 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: 734 shares; 2025Q1: 735 shares; 2025Q2: 676 shares; 2025Q3: 1,312 shares; 2025Q4: 1,313 shares 1,313 $310K <0.01% +1 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,340 shares; 2024Q4: 32,340 shares; 2025Q1: 21,560 shares; 2025Q2: 21,560 shares; 2025Q3: 21,560 shares; 2025Q4: 21,560 shares 21,560 $310K <0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 1,009 shares; 2025Q3: 979 shares; 2025Q4: 1,028 shares 1,028 $309K <0.01% +49 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,192 shares 3,192 $309K <0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,482 shares; 2025Q1: 3,482 shares; 2025Q2: 2,961 shares; 2025Q3: 2,955 shares; 2025Q4: 2,992 shares 2,992 $309K <0.01% +37 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 2,925 shares; 2025Q1: 2,426 shares; 2025Q2: 2,660 shares; 2025Q3: 2,330 shares; 2025Q4: 2,360 shares 2,360 $308K <0.01% +30 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,162 shares; 2025Q1: 1,968 shares; 2025Q2: 1,826 shares; 2025Q3: 1,973 shares; 2025Q4: 2,001 shares 2,001 $308K <0.01% +28 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,048 shares; 2025Q1: 1,846 shares; 2025Q2: 1,986 shares; 2025Q3: 2,949 shares; 2025Q4: 2,703 shares 2,703 $306K <0.01% -246 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,259 shares; 2024Q4: 13,489 shares; 2025Q1: 6,871 shares; 2025Q2: 6,802 shares; 2025Q3: 6,773 shares; 2025Q4: 4,194 shares 4,194 $305K <0.01% -2,579 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,482 shares; 2025Q1: 1,461 shares; 2025Q2: 1,550 shares; 2025Q3: 1,386 shares; 2025Q4: 1,215 shares 1,215 $305K <0.01% -171 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,415 shares; 2025Q1: 4,415 shares; 2025Q2: 4,595 shares; 2025Q3: 4,430 shares; 2025Q4: 4,466 shares 4,466 $305K <0.01% +36 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,967 shares; 2025Q4: 1,733 shares 1,733 $304K <0.01% -234 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,396 shares; 2025Q1: 10,193 shares; 2025Q2: 9,355 shares; 2025Q3: 9,355 shares; 2025Q4: 9,323 shares 9,323 $304K <0.01% -32 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,339 shares; 2025Q1: 2,536 shares; 2025Q2: 2,872 shares; 2025Q3: 2,766 shares; 2025Q4: 4,102 shares 4,102 $303K <0.01% +1,336 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: 5,950 shares; 2025Q1: 5,942 shares; 2025Q2: 6,105 shares; 2025Q3: 4,172 shares; 2025Q4: 4,744 shares 4,744 $299K <0.01% +572 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 278 shares; 2025Q1: 274 shares; 2025Q2: 455 shares; 2025Q3: 290 shares; 2025Q4: 8,290 shares 8,290 $298K <0.01% +8,000 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,635 shares; 2025Q1: 3,557 shares; 2025Q2: 4,357 shares; 2025Q3: 4,343 shares; 2025Q4: 4,578 shares 4,578 $298K <0.01% +235 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,827 shares; 2025Q1: 3,797 shares; 2025Q2: 3,926 shares; 2025Q3: 4,626 shares; 2025Q4: 4,289 shares 4,289 $298K <0.01% -337 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,610 shares; 2025Q1: 11,211 shares; 2025Q2: 10,542 shares; 2025Q3: 10,642 shares; 2025Q4: 8,606 shares 8,606 $297K <0.01% -2,036 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 5,427 shares; 2025Q1: 5,584 shares; 2025Q2: 5,587 shares; 2025Q3: 5,717 shares; 2025Q4: 5,645 shares 5,645 $296K <0.01% -72 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,659 shares; 2025Q1: 32,674 shares; 2025Q2: 34,026 shares; 2025Q3: 32,704 shares; 2025Q4: 32,453 shares 32,453 $294K <0.01% -251 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 2,504 shares; 2025Q2: 3,104 shares; 2025Q3: 2,913 shares; 2025Q4: 3,213 shares 3,213 $294K <0.01% +300 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 1,027 shares; 2025Q2: 1,127 shares; 2025Q3: 2,140 shares; 2025Q4: 2,347 shares 2,347 $291K <0.01% +207 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 414 shares; 2025Q1: 663 shares; 2025Q2: 1,171 shares; 2025Q3: 861 shares; 2025Q4: 2,038 shares 2,038 $290K <0.01% +1,177 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 7,003 shares; 2025Q1: 6,466 shares; 2025Q2: 6,099 shares; 2025Q3: 6,198 shares; 2025Q4: 6,200 shares 6,200 $290K <0.01% +2 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: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: 5,626 shares; 2025Q3: 5,626 shares; 2025Q4: 3,626 shares 3,626 $289K <0.01% -2,000 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,974 shares; 2025Q1: 25,354 shares; 2025Q2: 25,726 shares; 2025Q3: 25,323 shares; 2025Q4: 25,725 shares 25,725 $287K <0.01% +402 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,752 shares; 2024Q4: 25,007 shares; 2025Q1: 8,300 shares; 2025Q2: 9,149 shares; 2025Q3: 7,081 shares; 2025Q4: 6,914 shares 6,914 $286K <0.01% -167 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: 3,329 shares; 2025Q1: 3,404 shares; 2025Q2: 3,404 shares; 2025Q3: 3,410 shares; 2025Q4: 3,418 shares 3,418 $285K <0.01% +8 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: 22,640 shares; 2025Q1: 22,645 shares; 2025Q2: 22,654 shares; 2025Q3: 22,663 shares; 2025Q4: 22,674 shares 22,674 $285K <0.01% +11 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,529 shares; 2025Q1: 3,014 shares; 2025Q2: 3,670 shares; 2025Q3: 2,928 shares; 2025Q4: 3,017 shares 3,017 $284K <0.01% +89 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: 8,915 shares; 2024Q4: 8,905 shares; 2025Q1: 10,466 shares; 2025Q2: 10,140 shares; 2025Q3: 8,495 shares; 2025Q4: 8,488 shares 8,488 $284K <0.01% -7 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,341 shares; 2025Q1: 4,939 shares; 2025Q2: 5,024 shares; 2025Q3: 6,743 shares; 2025Q4: 6,493 shares 6,493 $283K <0.01% -250 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 9,664 shares; 2025Q3: 9,664 shares; 2025Q4: 9,664 shares 9,664 $282K <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: 3,401 shares; 2025Q1: 3,401 shares; 2025Q2: 3,401 shares; 2025Q3: 5,689 shares; 2025Q4: 5,864 shares 5,864 $281K <0.01% +175 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,470 shares; 2024Q4: 18,470 shares; 2025Q1: 57,515 shares; 2025Q2: 56,750 shares; 2025Q3: 61,116 shares; 2025Q4: 62,716 shares 62,716 $280K <0.01% +1,600 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,902 shares; 2025Q1: 1,267 shares; 2025Q2: 1,209 shares; 2025Q3: 2,451 shares; 2025Q4: 2,318 shares 2,318 $279K <0.01% -133 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,021 shares; 2025Q1: 2,697 shares; 2025Q2: 2,706 shares; 2025Q3: 2,794 shares; 2025Q4: 2,840 shares 2,840 $278K <0.01% +46 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 661 shares; 2025Q1: 655 shares; 2025Q2: 676 shares; 2025Q3: 1,300 shares; 2025Q4: 1,367 shares 1,367 $278K <0.01% +67 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 6,128 shares; 2025Q1: 5,580 shares; 2025Q2: 5,698 shares; 2025Q3: 6,701 shares; 2025Q4: 6,149 shares 6,149 $277K <0.01% -552 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,830 shares; 2025Q1: 8,347 shares; 2025Q2: 9,676 shares; 2025Q3: 11,293 shares; 2025Q4: 12,361 shares 12,361 $276K <0.01% +1,068 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,035 shares; 2025Q3: 1,016 shares; 2025Q4: 1,000 shares 1,000 $276K <0.01% -16 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,331 shares 1,331 $275K <0.01% +127 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,521 shares; 2025Q1: 1,572 shares; 2025Q2: 1,546 shares; 2025Q3: 1,513 shares; 2025Q4: 1,716 shares 1,716 $273K <0.01% +203 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 5,609 shares 5,609 $273K <0.01% +4,606 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,719 shares; 2025Q1: 3,241 shares; 2025Q2: 3,336 shares; 2025Q3: 4,430 shares; 2025Q4: 4,398 shares 4,398 $271K <0.01% -32 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,674 shares; 2025Q1: 6,749 shares; 2025Q2: 6,549 shares; 2025Q3: 6,549 shares; 2025Q4: 6,549 shares 6,549 $270K <0.01% 0 Timeline FNOV 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: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,075 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 4,889 shares 4,889 $268K <0.01% -186 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 881 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 2,613 shares 2,613 $267K <0.01% +1,805 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,136 shares; 2025Q1: 7,136 shares; 2025Q2: 6,213 shares; 2025Q3: 6,242 shares; 2025Q4: 6,242 shares 6,242 $266K <0.01% 0 Timeline ARKK 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: 3,104 shares; 2025Q1: 2,641 shares; 2025Q2: 2,556 shares; 2025Q3: 2,600 shares; 2025Q4: 3,451 shares 3,451 $265K <0.01% +851 Timeline FNX 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: 2,170 shares; 2024Q4: 2,426 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,095 shares 2,095 $264K <0.01% -256 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: 6,722 shares; 2025Q1: 6,523 shares; 2025Q2: 8,772 shares; 2025Q3: 6,150 shares; 2025Q4: 6,810 shares 6,810 $264K <0.01% +660 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 7,200 shares 7,200 $264K <0.01% +3,075 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 1,560 shares; 2025Q3: 5,247 shares; 2025Q4: 5,249 shares 5,249 $262K <0.01% +2 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 4,708 shares 4,708 $261K <0.01% +4,258 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: 4,620 shares; 2024Q4: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 4,620 shares; 2025Q3: 4,056 shares; 2025Q4: 4,176 shares 4,176 $260K <0.01% +120 Timeline JMEE 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: 772 shares; 2025Q1: 772 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares 4,041 $260K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: 759 shares; 2025Q2: 794 shares; 2025Q3: 1,031 shares; 2025Q4: 1,070 shares 1,070 $260K <0.01% +39 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,723 shares; 2025Q1: 1,632 shares; 2025Q2: 1,573 shares; 2025Q3: 1,541 shares; 2025Q4: 1,633 shares 1,633 $260K <0.01% +92 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 3,247 shares; 2025Q2: 3,458 shares; 2025Q3: 3,269 shares; 2025Q4: 3,416 shares 3,416 $260K <0.01% +147 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,797 shares; 2025Q3: 20,797 shares; 2025Q4: 20,797 shares 20,797 $260K <0.01% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $259K <0.01% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,624 shares; 2024Q4: 10,970 shares; 2025Q1: 10,155 shares; 2025Q2: 10,064 shares; 2025Q3: 8,972 shares; 2025Q4: 8,914 shares 8,914 $259K <0.01% -58 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,206 shares; 2025Q1: 11,105 shares; 2025Q2: 10,978 shares; 2025Q3: 11,130 shares; 2025Q4: 10,717 shares 10,717 $258K <0.01% -413 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,632 shares; 2025Q1: 1,811 shares; 2025Q2: 1,748 shares; 2025Q3: 1,592 shares; 2025Q4: 1,596 shares 1,596 $258K <0.01% +4 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,624 shares; 2025Q1: 4,624 shares; 2025Q2: 4,624 shares; 2025Q3: 4,624 shares; 2025Q4: 4,858 shares 4,858 $258K <0.01% +234 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,986 shares; 2025Q1: 6,686 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,381 shares 6,381 $258K <0.01% -286 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: 1,366 shares; 2025Q1: 1,447 shares; 2025Q2: 1,198 shares; 2025Q3: 3,663 shares; 2025Q4: 3,390 shares 3,390 $257K <0.01% -273 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: 1,701 shares; 2025Q1: 13,901 shares; 2025Q2: 15,174 shares; 2025Q3: 13,926 shares; 2025Q4: 16,731 shares 16,731 $256K <0.01% +2,805 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,780 shares; 2025Q1: 3,668 shares; 2025Q2: 3,731 shares; 2025Q3: 3,933 shares; 2025Q4: 4,060 shares 4,060 $256K <0.01% +127 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,781 shares; 2024Q4: 9,113 shares; 2025Q1: 6,915 shares; 2025Q2: 5,857 shares; 2025Q3: 5,473 shares; 2025Q4: 3,715 shares 3,715 $254K <0.01% -1,758 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,106 shares; 2025Q1: 1,059 shares; 2025Q2: 1,563 shares; 2025Q3: 1,126 shares; 2025Q4: 1,514 shares 1,514 $254K <0.01% +388 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,792 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 6,009 shares; 2025Q4: 5,325 shares 5,325 $253K <0.01% -684 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: 21,739 shares; 2024Q4: 19,512 shares; 2025Q1: 15,811 shares; 2025Q2: 17,867 shares; 2025Q3: 18,045 shares; 2025Q4: 15,724 shares 15,724 $253K <0.01% -2,321 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 3,554 shares; 2025Q4: 3,550 shares 3,550 $253K <0.01% -4 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: 7,559 shares; 2024Q4: 7,747 shares; 2025Q1: 7,256 shares; 2025Q2: 8,030 shares; 2025Q3: 6,893 shares; 2025Q4: 6,920 shares 6,920 $253K <0.01% +27 Timeline DTI DRILLING TOOLS INTL CORP More: the full row for DRILLING TOOLS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,065 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 65,831 shares; 2025Q4: 102,691 shares 102,691 $252K <0.01% +36,860 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,652 shares; 2025Q1: 3,327 shares; 2025Q2: 3,753 shares; 2025Q3: 3,360 shares; 2025Q4: 3,362 shares 3,362 $250K <0.01% +2 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 20 shares; 2025Q3: 7 shares; 2025Q4: 1,046 shares 1,046 $250K <0.01% +1,039 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,320 shares; 2025Q1: 5,200 shares; 2025Q2: 6,393 shares; 2025Q3: 6,318 shares; 2025Q4: 6,493 shares 6,493 $249K <0.01% +175 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 54 shares; 2025Q2: 77 shares; 2025Q3: 2,036 shares; 2025Q4: 2,040 shares 2,040 $249K <0.01% +4 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: 6,943 shares; 2025Q3: 7,008 shares; 2025Q4: 7,008 shares 7,008 $247K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: 375 shares; 2025Q2: 317 shares; 2025Q3: 461 shares; 2025Q4: 1,487 shares 1,487 $247K <0.01% +1,026 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 21,235 shares; 2025Q1: 2,507 shares; 2025Q2: 2,727 shares; 2025Q3: 2,620 shares; 2025Q4: 2,771 shares 2,771 $247K <0.01% +151 Timeline SJNK 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: 9,671 shares; 2025Q1: 9,707 shares; 2025Q2: 9,319 shares; 2025Q3: 9,500 shares; 2025Q4: 9,702 shares 9,702 $246K <0.01% +202 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,400 shares 4,400 $245K <0.01% +100 Timeline PWB 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: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,929 shares 1,929 $245K <0.01% 0 Timeline PWRD 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: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,111 shares; 2025Q3: 2,531 shares; 2025Q4: 2,531 shares 2,531 $243K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 338 shares; 2025Q3: 415 shares; 2025Q4: 419 shares 419 $243K <0.01% +4 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 767 shares; 2025Q1: 899 shares; 2025Q2: 1,261 shares; 2025Q3: 1,098 shares; 2025Q4: 1,507 shares 1,507 $243K <0.01% +409 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,670 shares; 2025Q1: 2,723 shares; 2025Q2: 4,170 shares; 2025Q3: 4,022 shares; 2025Q4: 4,040 shares 4,040 $242K <0.01% +18 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: 1,902 shares; 2024Q4: 3,297 shares; 2025Q1: 3,292 shares; 2025Q2: 3,422 shares; 2025Q3: 4,148 shares; 2025Q4: 3,790 shares 3,790 $242K <0.01% -358 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,261 shares; 2024Q4: 9,375 shares; 2025Q1: 9,358 shares; 2025Q2: 10,982 shares; 2025Q3: 10,745 shares; 2025Q4: 10,395 shares 10,395 $242K <0.01% -350 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 491 shares; 2025Q2: 572 shares; 2025Q3: 523 shares; 2025Q4: 496 shares 496 $242K <0.01% -27 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,407 shares; 2025Q1: 1,405 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,326 shares 1,326 $242K <0.01% -61 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,798 shares; 2025Q1: 21,007 shares; 2025Q2: 21,721 shares; 2025Q3: 21,985 shares; 2025Q4: 21,568 shares 21,568 $242K <0.01% -417 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,491 shares; 2025Q1: 2,984 shares; 2025Q2: 3,039 shares; 2025Q3: 3,318 shares; 2025Q4: 3,466 shares 3,466 $241K <0.01% +148 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,841 shares; 2025Q1: 3,810 shares; 2025Q2: 3,759 shares; 2025Q3: 3,759 shares; 2025Q4: 3,716 shares 3,716 $240K <0.01% -43 Timeline PBW 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: 6,691 shares; 2025Q1: 6,570 shares; 2025Q2: 5,296 shares; 2025Q3: 7,856 shares; 2025Q4: 7,862 shares 7,862 $240K <0.01% +6 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,660 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 7,410 shares; 2025Q4: 8,663 shares 8,663 $240K <0.01% +1,253 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: 2,586 shares; 2025Q1: 2,589 shares; 2025Q2: 3,470 shares; 2025Q3: 3,709 shares; 2025Q4: 4,351 shares 4,351 $240K <0.01% +642 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: 2,703 shares; 2024Q4: 2,574 shares; 2025Q1: 2,558 shares; 2025Q2: 3,056 shares; 2025Q3: 3,813 shares; 2025Q4: 2,650 shares 2,650 $238K <0.01% -1,163 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,727 shares; 2025Q1: 2,641 shares; 2025Q2: 2,593 shares; 2025Q3: 2,559 shares; 2025Q4: 2,269 shares 2,269 $238K <0.01% -290 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 1,040 shares; 2025Q2: 1,308 shares; 2025Q3: 1,294 shares; 2025Q4: 1,303 shares 1,303 $237K <0.01% +9 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,535 shares; 2025Q1: 4,512 shares; 2025Q2: 4,405 shares; 2025Q3: 4,359 shares; 2025Q4: 4,426 shares 4,426 $235K <0.01% +67 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,019 shares; 2025Q1: 9,966 shares; 2025Q2: 9,591 shares; 2025Q3: 11,205 shares; 2025Q4: 10,852 shares 10,852 $235K <0.01% -353 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: 120 shares; 2025Q1: 3,151 shares; 2025Q2: 6,051 shares; 2025Q3: 4,345 shares; 2025Q4: 5,234 shares 5,234 $235K <0.01% +889 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,459 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,385 shares; 2025Q4: 4,385 shares 4,385 $235K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 4,583 shares; 2025Q1: 3,065 shares; 2025Q2: 3,209 shares; 2025Q3: 4,459 shares; 2025Q4: 4,459 shares 4,459 $234K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 987 shares; 2025Q1: 970 shares; 2025Q2: 1,172 shares; 2025Q3: 917 shares; 2025Q4: 3,887 shares 3,887 $233K <0.01% +2,970 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 755 shares; 2025Q1: 720 shares; 2025Q2: 823 shares; 2025Q3: 1,030 shares; 2025Q4: 961 shares 961 $233K <0.01% -69 Timeline PGF 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: 23,048 shares; 2025Q1: 23,048 shares; 2025Q2: 21,962 shares; 2025Q3: 18,085 shares; 2025Q4: 16,435 shares 16,435 $232K <0.01% -1,650 Timeline ICLN 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: 21,632 shares; 2024Q4: 19,491 shares; 2025Q1: 17,206 shares; 2025Q2: 16,871 shares; 2025Q3: 15,971 shares; 2025Q4: 14,132 shares 14,132 $232K <0.01% -1,839 Timeline EEMA 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: 3,360 shares; 2024Q4: 2,378 shares; 2025Q1: 2,348 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,457 shares 2,457 $231K <0.01% +159 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: 24,183 shares; 2024Q4: 29,549 shares; 2025Q1: 29,494 shares; 2025Q2: 29,558 shares; 2025Q3: 29,967 shares; 2025Q4: 29,374 shares 29,374 $228K <0.01% -593 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,502 shares; 2024Q4: 18,599 shares; 2025Q1: 18,425 shares; 2025Q2: 20,196 shares; 2025Q3: 19,817 shares; 2025Q4: 20,696 shares 20,696 $227K <0.01% +879 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,002 shares; 2025Q1: 1,758 shares; 2025Q2: 1,842 shares; 2025Q3: 1,972 shares; 2025Q4: 2,021 shares 2,021 $226K <0.01% +49 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,940 shares; 2025Q1: 8,936 shares; 2025Q2: 8,870 shares; 2025Q3: 8,956 shares; 2025Q4: 8,926 shares 8,926 $225K <0.01% -30 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,254 shares; 2025Q1: 1,401 shares; 2025Q2: 1,514 shares; 2025Q3: 2,686 shares; 2025Q4: 2,566 shares 2,566 $224K <0.01% -120 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: 974 shares; 2025Q1: 1,022 shares; 2025Q2: 2,012 shares; 2025Q3: 1,872 shares; 2025Q4: 2,065 shares 2,065 $224K <0.01% +193 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: 1,580 shares; 2025Q1: 1,584 shares; 2025Q2: 1,592 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares 1,949 $223K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,441 shares; 2025Q1: 3,280 shares; 2025Q2: 3,516 shares; 2025Q3: 5,215 shares; 2025Q4: 3,218 shares 3,218 $223K <0.01% -1,997 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 3,871 shares; 2025Q1: 3,854 shares; 2025Q2: 4,059 shares; 2025Q3: 3,948 shares; 2025Q4: 4,037 shares 4,037 $223K <0.01% +89 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,424 shares; 2025Q1: 1,391 shares; 2025Q2: 1,424 shares; 2025Q3: 1,443 shares; 2025Q4: 1,988 shares 1,988 $222K <0.01% +545 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 1,403 shares; 2025Q2: 2,197 shares; 2025Q3: 3,231 shares; 2025Q4: 4,397 shares 4,397 $222K <0.01% +1,166 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 330 shares; 2025Q2: 451 shares; 2025Q3: 1,006 shares; 2025Q4: 1,018 shares 1,018 $222K <0.01% +12 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: 71 shares; 2025Q3: 3,014 shares; 2025Q4: 3,180 shares 3,180 $222K <0.01% +166 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 622 shares; 2025Q1: 595 shares; 2025Q2: 1,084 shares; 2025Q3: 568 shares; 2025Q4: 782 shares 782 $222K <0.01% +214 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,455 shares; 2025Q2: 2,432 shares; 2025Q3: 2,963 shares; 2025Q4: 3,092 shares 3,092 $221K <0.01% +129 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,101 shares; 2024Q4: 10,869 shares; 2025Q1: 10,747 shares; 2025Q2: 11,665 shares; 2025Q3: 13,638 shares; 2025Q4: 13,579 shares 13,579 $218K <0.01% -59 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 24,300 shares; 2025Q2: 24,300 shares; 2025Q3: 24,300 shares; 2025Q4: 24,300 shares 24,300 $217K <0.01% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 5,109 shares; 2025Q1: 5,384 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares; 2025Q4: 5,109 shares 5,109 $217K <0.01% -275 Timeline QCLN 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: 4,753 shares; 2025Q1: 4,794 shares; 2025Q2: 4,870 shares; 2025Q3: 4,889 shares; 2025Q4: 4,859 shares 4,859 $217K <0.01% -30 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 4,079 shares; 2025Q4: 4,086 shares 4,086 $217K <0.01% +7 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,343 shares; 2025Q1: 1,198 shares; 2025Q2: 1,455 shares; 2025Q3: 1,012 shares; 2025Q4: 924 shares 924 $216K <0.01% -88 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,268 shares; 2025Q1: 15,370 shares; 2025Q2: 15,475 shares; 2025Q3: 15,582 shares; 2025Q4: 15,693 shares 15,693 $216K <0.01% +111 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,310 shares; 2025Q1: 1,900 shares; 2025Q2: 1,903 shares; 2025Q3: 1,907 shares; 2025Q4: 2,330 shares 2,330 $215K <0.01% +423 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,146 shares; 2025Q1: 1,246 shares; 2025Q2: 1,339 shares; 2025Q3: 1,239 shares; 2025Q4: 1,702 shares 1,702 $215K <0.01% +463 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,187 shares; 2025Q1: 12,192 shares; 2025Q2: 12,287 shares; 2025Q3: 12,252 shares; 2025Q4: 8,357 shares 8,357 $214K <0.01% -3,895 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares; 2025Q4: 2,904 shares 2,904 $212K <0.01% 0 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: 50 shares; 2025Q1: not reported; 2025Q2: 232 shares; 2025Q3: 212 shares; 2025Q4: 693 shares 693 $212K <0.01% +481 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,427 shares; 2025Q1: 2,792 shares; 2025Q2: 5,370 shares; 2025Q3: 3,695 shares; 2025Q4: 3,738 shares 3,738 $212K <0.01% +43 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,229 shares; 2025Q2: 1,728 shares; 2025Q3: 1,239 shares; 2025Q4: 1,243 shares 1,243 $211K <0.01% +4 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,673 shares; 2025Q1: 1,841 shares; 2025Q2: 1,867 shares; 2025Q3: 2,152 shares; 2025Q4: 2,152 shares 2,152 $211K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,454 shares; 2025Q1: 1,135 shares; 2025Q2: 1,295 shares; 2025Q3: 4,070 shares; 2025Q4: 4,592 shares 4,592 $209K <0.01% +522 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 865 shares; 2025Q2: 802 shares; 2025Q3: 3,295 shares; 2025Q4: 2,905 shares 2,905 $208K <0.01% -390 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,177 shares; 2025Q3: 4,094 shares; 2025Q4: 4,123 shares 4,123 $208K <0.01% +29 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,633 shares; 2025Q1: 2,896 shares; 2025Q2: 3,539 shares; 2025Q3: 3,320 shares; 2025Q4: 3,084 shares 3,084 $208K <0.01% -236 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,647 shares; 2025Q1: 4,197 shares; 2025Q2: 7,355 shares; 2025Q3: 6,853 shares; 2025Q4: 7,090 shares 7,090 $208K <0.01% +237 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,323 shares; 2025Q1: 5,433 shares; 2025Q2: 6,279 shares; 2025Q3: 7,220 shares; 2025Q4: 7,378 shares 7,378 $207K <0.01% +158 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: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,033 shares; 2025Q3: 1,036 shares; 2025Q4: 1,219 shares 1,219 $207K <0.01% +183 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,519 shares; 2025Q1: 2,684 shares; 2025Q2: 2,810 shares; 2025Q3: 2,688 shares; 2025Q4: 2,631 shares 2,631 $206K <0.01% -57 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: not reported; 2024Q4: 4,394 shares; 2025Q1: 4,864 shares; 2025Q2: 3,968 shares; 2025Q3: 4,373 shares; 2025Q4: 4,568 shares 4,568 $206K <0.01% +195 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 4,909 shares; 2025Q3: 3,418 shares; 2025Q4: 2,980 shares 2,980 $204K <0.01% -438 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: 1,384 shares; 2025Q1: 1,391 shares; 2025Q2: 2,217 shares; 2025Q3: 1,616 shares; 2025Q4: 1,637 shares 1,637 $204K <0.01% +21 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 7,104 shares; 2025Q3: 6,375 shares; 2025Q4: 6,375 shares 6,375 $204K <0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,835 shares; 2025Q4: 7,974 shares 7,974 $203K <0.01% -6,861 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 16,037 shares; 2025Q3: 16,037 shares; 2025Q4: 16,037 shares 16,037 $203K <0.01% 0 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: not reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 1,550 shares; 2025Q4: 3,900 shares 3,900 $202K <0.01% +2,350 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 2,995 shares; 2025Q2: 3,755 shares; 2025Q3: 4,094 shares; 2025Q4: 3,682 shares 3,682 $201K <0.01% -412 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,607 shares; 2025Q4: 14,908 shares 14,908 $200K <0.01% +3,301 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,522 shares 2,522 $199K <0.01% +22 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,639 shares; 2025Q1: 3,494 shares; 2025Q2: 3,392 shares; 2025Q3: 3,357 shares; 2025Q4: 6,010 shares 6,010 $199K <0.01% +2,653 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,237 shares; 2025Q1: 1,119 shares; 2025Q2: 1,244 shares; 2025Q3: 1,166 shares; 2025Q4: 1,146 shares 1,146 $199K <0.01% -20 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,874 shares; 2025Q1: 5,874 shares; 2025Q2: 5,874 shares; 2025Q3: 5,874 shares; 2025Q4: 5,874 shares 5,874 $198K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,953 shares; 2025Q1: 8,242 shares; 2025Q2: 6,893 shares; 2025Q3: 5,927 shares; 2025Q4: 3,909 shares 3,909 $198K <0.01% -2,018 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 453 shares; 2025Q1: 336 shares; 2025Q2: 490 shares; 2025Q3: 286 shares; 2025Q4: 322 shares 322 $197K <0.01% +36 Timeline ALLW 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: not reported; 2025Q4: 7,165 shares 7,165 $197K <0.01% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 435 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $196K <0.01% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,812 shares; 2025Q3: 2,972 shares; 2025Q4: 2,866 shares 2,866 $196K <0.01% -106 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,518 shares; 2025Q1: 1,409 shares; 2025Q2: 1,685 shares; 2025Q3: 2,275 shares; 2025Q4: 2,380 shares 2,380 $195K <0.01% +105 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 29 shares; 2025Q2: 106 shares; 2025Q3: 138 shares; 2025Q4: 140 shares 140 $195K <0.01% +2 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: not reported; 2024Q4: 2,353 shares; 2025Q1: 2,353 shares; 2025Q2: 2,297 shares; 2025Q3: 2,925 shares; 2025Q4: 2,949 shares 2,949 $195K <0.01% +24 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: not reported; 2024Q4: 1,839 shares; 2025Q1: 1,699 shares; 2025Q2: 1,544 shares; 2025Q3: 1,511 shares; 2025Q4: 1,425 shares 1,425 $195K <0.01% -86 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 2,175 shares; 2025Q2: 2,092 shares; 2025Q3: 2,334 shares; 2025Q4: 2,517 shares 2,517 $195K <0.01% +183 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,785 shares 5,785 $195K <0.01% new Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,906 shares; 2025Q1: 5,906 shares; 2025Q2: 6,005 shares; 2025Q3: 7,440 shares; 2025Q4: 7,452 shares 7,452 $194K <0.01% +12 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,115 shares; 2025Q1: 4,044 shares; 2025Q2: 3,948 shares; 2025Q3: 5,554 shares; 2025Q4: 4,620 shares 4,620 $194K <0.01% -934 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: 5,400 shares; 2025Q1: 5,775 shares; 2025Q2: 5,586 shares; 2025Q3: 6,078 shares; 2025Q4: 7,712 shares 7,712 $193K <0.01% +1,634 Timeline JPIE 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: 11 shares; 2025Q4: 4,161 shares 4,161 $193K <0.01% +4,150 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: 2,579 shares; 2025Q1: 2,555 shares; 2025Q2: 2,612 shares; 2025Q3: 2,553 shares; 2025Q4: 2,328 shares 2,328 $192K <0.01% -225 Timeline FSMD 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: 42 shares; 2025Q3: 439 shares; 2025Q4: 4,356 shares 4,356 $192K <0.01% +3,917 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,777 shares 3,777 $192K <0.01% new Timeline MEAR 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: 5,403 shares; 2025Q4: 3,814 shares 3,814 $192K <0.01% -1,589 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 3,420 shares; 2025Q1: 3,409 shares; 2025Q2: 3,423 shares; 2025Q3: 3,348 shares; 2025Q4: 3,266 shares 3,266 $192K <0.01% -82 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: 4,208 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares 2,308 $190K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,240 shares; 2025Q1: 6,940 shares; 2025Q2: 7,546 shares; 2025Q3: 6,733 shares; 2025Q4: 6,234 shares 6,234 $190K <0.01% -499 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 411 shares; 2025Q1: 634 shares; 2025Q2: 838 shares; 2025Q3: 999 shares; 2025Q4: 3,594 shares 3,594 $190K <0.01% +2,595 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,527 shares; 2025Q1: 2,465 shares; 2025Q2: 2,579 shares; 2025Q3: 2,518 shares; 2025Q4: 2,437 shares 2,437 $188K <0.01% -81 Timeline UYG 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: 885 shares; 2025Q1: 885 shares; 2025Q2: 880 shares; 2025Q3: 1,055 shares; 2025Q4: 2,050 shares 2,050 $188K <0.01% +995 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $188K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,525 shares; 2025Q1: 2,520 shares; 2025Q2: 2,735 shares; 2025Q3: 2,491 shares; 2025Q4: 2,955 shares 2,955 $188K <0.01% +464 Timeline FTA 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: 2,330 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,176 shares 2,176 $187K <0.01% -104 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: 32,509 shares; 2024Q4: 21,722 shares; 2025Q1: 14,943 shares; 2025Q2: 20,956 shares; 2025Q3: 18,151 shares; 2025Q4: 18,318 shares 18,318 $185K <0.01% +167 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,622 shares; 2025Q1: 6,622 shares; 2025Q2: 5,485 shares; 2025Q3: 4,764 shares; 2025Q4: 4,844 shares 4,844 $182K <0.01% +80 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 2,959 shares; 2025Q1: 2,923 shares; 2025Q2: 2,796 shares; 2025Q3: 2,579 shares; 2025Q4: 2,711 shares 2,711 $181K <0.01% +132 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,992 shares; 2025Q1: 3,085 shares; 2025Q2: 5,834 shares; 2025Q3: 6,837 shares; 2025Q4: 6,923 shares 6,923 $181K <0.01% +86 Timeline GENM SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,538 shares 17,538 $180K <0.01% new 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: 10,292 shares; 2024Q4: 8,952 shares; 2025Q1: 8,952 shares; 2025Q2: 8,952 shares; 2025Q3: 7,577 shares; 2025Q4: 9,092 shares 9,092 $180K <0.01% +1,515 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,503 shares; 2025Q1: 1,979 shares; 2025Q2: 3,817 shares; 2025Q3: 5,191 shares; 2025Q4: 2,660 shares 2,660 $179K <0.01% -2,531 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,280 shares; 2025Q1: 5,537 shares; 2025Q2: 5,190 shares; 2025Q3: 5,145 shares; 2025Q4: 4,855 shares 4,855 $178K <0.01% -290 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: 8,752 shares; 2025Q1: 8,348 shares; 2025Q2: 10,460 shares; 2025Q3: 10,178 shares; 2025Q4: 9,030 shares 9,030 $178K <0.01% -1,148 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 444 shares; 2025Q1: 447 shares; 2025Q2: 488 shares; 2025Q3: 449 shares; 2025Q4: 447 shares 447 $178K <0.01% -2 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,682 shares; 2025Q1: 3,682 shares; 2025Q2: 3,682 shares; 2025Q3: 3,682 shares; 2025Q4: 2,692 shares 2,692 $178K <0.01% -990 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,394 shares; 2025Q1: 4,386 shares; 2025Q2: 4,321 shares; 2025Q3: 4,055 shares; 2025Q4: 5,063 shares 5,063 $178K <0.01% +1,008 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,299 shares; 2025Q1: 1,807 shares; 2025Q2: 1,968 shares; 2025Q3: 2,533 shares; 2025Q4: 2,222 shares 2,222 $177K <0.01% -311 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 5,663 shares; 2025Q4: 3,825 shares 3,825 $176K <0.01% -1,838 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 875 shares; 2025Q1: 850 shares; 2025Q2: 956 shares; 2025Q3: 1,057 shares; 2025Q4: 1,103 shares 1,103 $176K <0.01% +46 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,077 shares; 2025Q1: 5,079 shares; 2025Q2: 5,213 shares; 2025Q3: 5,084 shares; 2025Q4: 5,124 shares 5,124 $176K <0.01% +40 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: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 12,100 shares; 2025Q4: 20,100 shares 20,100 $175K <0.01% +8,000 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: 26,846 shares; 2024Q4: 24,425 shares; 2025Q1: 23,204 shares; 2025Q2: 27,651 shares; 2025Q3: 23,033 shares; 2025Q4: 27,117 shares 27,117 $175K <0.01% +4,084 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 4,944 shares; 2025Q3: 4,944 shares; 2025Q4: 4,950 shares 4,950 $175K <0.01% +6 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 17,217 shares; 2025Q1: 16,956 shares; 2025Q2: 50,618 shares; 2025Q3: 35,618 shares; 2025Q4: 36,454 shares 36,454 $175K <0.01% +836 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: 10,063 shares; 2024Q4: 12,511 shares; 2025Q1: 16,634 shares; 2025Q2: 16,955 shares; 2025Q3: 17,316 shares; 2025Q4: 17,516 shares 17,516 $175K <0.01% +200 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 1,824 shares; 2025Q3: 4,349 shares; 2025Q4: 4,525 shares 4,525 $174K <0.01% +176 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,181 shares; 2025Q1: 4,192 shares; 2025Q2: 4,235 shares; 2025Q3: 4,005 shares; 2025Q4: 4,006 shares 4,006 $174K <0.01% +1 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,832 shares; 2025Q1: 4,393 shares; 2025Q2: 4,465 shares; 2025Q3: 4,478 shares; 2025Q4: 4,513 shares 4,513 $174K <0.01% +35 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 2,716 shares; 2025Q1: 2,771 shares; 2025Q2: 2,569 shares; 2025Q3: 2,486 shares; 2025Q4: 2,334 shares 2,334 $173K <0.01% -152 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,565 shares; 2025Q3: 1,533 shares; 2025Q4: 1,535 shares 1,535 $173K <0.01% +2 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,780 shares; 2025Q4: 2,230 shares 2,230 $173K <0.01% -550 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,229 shares; 2024Q4: 12,233 shares; 2025Q1: 14,841 shares; 2025Q2: 14,855 shares; 2025Q3: 14,855 shares; 2025Q4: 13,054 shares 13,054 $173K <0.01% -1,801 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares 991 $171K <0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,116 shares; 2025Q1: 10,696 shares; 2025Q2: 8,983 shares; 2025Q3: 9,023 shares; 2025Q4: 9,023 shares 9,023 $171K <0.01% 0 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: not reported; 2024Q4: 2,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,660 shares; 2025Q3: 1,734 shares; 2025Q4: 1,622 shares 1,622 $171K <0.01% -112 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 3,100 shares; 2025Q1: 2,621 shares; 2025Q2: 1,917 shares; 2025Q3: 2,061 shares; 2025Q4: 2,256 shares 2,256 $171K <0.01% +195 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 15,415 shares; 2025Q1: 14,690 shares; 2025Q2: 14,640 shares; 2025Q3: 14,645 shares; 2025Q4: 14,495 shares 14,495 $170K <0.01% -150 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,576 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares 1,441 $170K <0.01% 0 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: 2,102 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,693 shares 2,693 $170K <0.01% -19 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares 2,875 $169K <0.01% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,365 shares; 2025Q4: 22,365 shares 22,365 $169K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 110 shares; 2025Q2: 1,480 shares; 2025Q3: 1,606 shares; 2025Q4: 1,536 shares 1,536 $168K <0.01% -70 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,702 shares; 2024Q4: 7,702 shares; 2025Q1: 1,435 shares; 2025Q2: 990 shares; 2025Q3: 903 shares; 2025Q4: 2,076 shares 2,076 $168K <0.01% +1,173 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $167K <0.01% 0 Timeline FMDE 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: 2,784 shares; 2025Q1: 2,794 shares; 2025Q2: 2,803 shares; 2025Q3: 3,570 shares; 2025Q4: 4,568 shares 4,568 $166K <0.01% +998 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,833 shares; 2025Q1: 10,833 shares; 2025Q2: 11,848 shares; 2025Q3: 10,833 shares; 2025Q4: 33,144 shares 33,144 $165K <0.01% +22,311 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,394 shares; 2025Q1: 1,373 shares; 2025Q2: 1,403 shares; 2025Q3: 1,375 shares; 2025Q4: 1,639 shares 1,639 $165K <0.01% +264 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,416 shares; 2025Q1: 8,878 shares; 2025Q2: 10,675 shares; 2025Q3: 10,550 shares; 2025Q4: 14,352 shares 14,352 $165K <0.01% +3,802 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 657 shares; 2025Q1: 157 shares; 2025Q2: 521 shares; 2025Q3: 2,088 shares; 2025Q4: 2,169 shares 2,169 $165K <0.01% +81 Timeline AIQ 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: 400 shares; 2025Q1: 400 shares; 2025Q2: 457 shares; 2025Q3: 2,217 shares; 2025Q4: 3,227 shares 3,227 $164K <0.01% +1,010 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,149 shares; 2025Q1: 2,137 shares; 2025Q2: 2,142 shares; 2025Q3: 2,090 shares; 2025Q4: 2,420 shares 2,420 $163K <0.01% +330 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 4,990 shares 4,990 $163K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,026 shares; 2025Q1: 1,397 shares; 2025Q2: 1,073 shares; 2025Q3: 1,287 shares; 2025Q4: 1,312 shares 1,312 $163K <0.01% +25 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 66 shares; 2025Q2: 76 shares; 2025Q3: 6,573 shares; 2025Q4: 5,723 shares 5,723 $161K <0.01% -850 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 120 shares; 2025Q2: 344 shares; 2025Q3: 2,451 shares; 2025Q4: 2,452 shares 2,452 $161K <0.01% +1 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 351 shares; 2025Q1: 333 shares; 2025Q2: 361 shares; 2025Q3: 722 shares; 2025Q4: 630 shares 630 $161K <0.01% -92 Timeline VOTE 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: 1,967 shares; 2025Q1: 1,972 shares; 2025Q2: 1,977 shares; 2025Q3: 1,983 shares; 2025Q4: 1,987 shares 1,987 $159K <0.01% +4 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 7,243 shares; 2025Q2: 5,468 shares; 2025Q3: 5,416 shares; 2025Q4: 5,339 shares 5,339 $159K <0.01% -77 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: 690 shares; 2025Q1: 690 shares; 2025Q2: 197 shares; 2025Q3: 4,868 shares; 2025Q4: 6,912 shares 6,912 $159K <0.01% +2,044 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 298 shares; 2025Q4: 392 shares 392 $158K <0.01% +94 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,607 shares; 2025Q1: 8,573 shares; 2025Q2: 7,209 shares; 2025Q3: 3,339 shares; 2025Q4: 5,386 shares 5,386 $158K <0.01% +2,047 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: not reported; 2024Q4: 904 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 4,138 shares 4,138 $158K <0.01% +3,721 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: 1,063 shares; 2025Q1: 1,095 shares; 2025Q2: 3,783 shares; 2025Q3: 3,550 shares; 2025Q4: 3,592 shares 3,592 $157K <0.01% +42 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: 6,819 shares; 2025Q1: 6,903 shares; 2025Q2: 6,991 shares; 2025Q3: 7,074 shares; 2025Q4: 10,259 shares 10,259 $157K <0.01% +3,185 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 790 shares; 2025Q3: 741 shares; 2025Q4: 917 shares 917 $157K <0.01% +176 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,517 shares; 2025Q1: 1,533 shares; 2025Q2: 1,244 shares; 2025Q3: 1,284 shares; 2025Q4: 1,295 shares 1,295 $156K <0.01% +11 Timeline JPUS 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: 1,249 shares; 2025Q1: 1,250 shares; 2025Q2: 1,252 shares; 2025Q3: 1,253 shares; 2025Q4: 1,256 shares 1,256 $156K <0.01% +3 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: 10,877 shares; 2024Q4: 10,877 shares; 2025Q1: 10,877 shares; 2025Q2: 11,531 shares; 2025Q3: 15,152 shares; 2025Q4: 14,550 shares 14,550 $155K <0.01% -602 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 471 shares; 2025Q2: 647 shares; 2025Q3: 681 shares; 2025Q4: 981 shares 981 $155K <0.01% +300 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 135 shares; 2025Q3: 875 shares; 2025Q4: 542 shares 542 $154K <0.01% -333 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: 3,983 shares; 2025Q1: 4,365 shares; 2025Q2: 6,047 shares; 2025Q3: 3,857 shares; 2025Q4: 4,556 shares 4,556 $154K <0.01% +699 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,930 shares; 2025Q1: 4,942 shares; 2025Q2: 4,743 shares; 2025Q3: 4,844 shares; 2025Q4: 4,793 shares 4,793 $154K <0.01% -51 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 57 shares; 2025Q2: 140 shares; 2025Q3: 90 shares; 2025Q4: 91 shares 91 $154K <0.01% +1 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 728 shares; 2025Q2: 828 shares; 2025Q3: 791 shares; 2025Q4: 1,099 shares 1,099 $154K <0.01% +308 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,045 shares 5,045 $154K <0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,716 shares; 2025Q1: 2,611 shares; 2025Q2: 2,576 shares; 2025Q3: 2,545 shares; 2025Q4: 3,342 shares 3,342 $153K <0.01% +797 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,029 shares; 2025Q1: 14,985 shares; 2025Q2: 11,509 shares; 2025Q3: 11,800 shares; 2025Q4: 11,500 shares 11,500 $153K <0.01% -300 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,669 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,555 shares 1,555 $153K <0.01% +61 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 5,943 shares 5,943 $153K <0.01% +5,558 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: 1,838 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 2,728 shares 2,728 $152K <0.01% +884 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,652 shares; 2025Q3: 1,600 shares; 2025Q4: 1,612 shares 1,612 $151K <0.01% +12 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,917 shares; 2025Q1: 18,039 shares; 2025Q2: 18,276 shares; 2025Q3: 19,934 shares; 2025Q4: 20,091 shares 20,091 $151K <0.01% +157 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,742 shares; 2025Q3: 1,467 shares; 2025Q4: 1,500 shares 1,500 $150K <0.01% +33 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,945 shares; 2025Q1: 9,244 shares; 2025Q2: 10,706 shares; 2025Q3: 12,126 shares; 2025Q4: 16,129 shares 16,129 $150K <0.01% +4,003 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,219 shares; 2025Q1: 8,475 shares; 2025Q2: 9,594 shares; 2025Q3: 9,188 shares; 2025Q4: 4,501 shares 4,501 $150K <0.01% -4,687 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,403 shares; 2025Q1: 1,255 shares; 2025Q2: 1,235 shares; 2025Q3: 1,011 shares; 2025Q4: 8,645 shares 8,645 $149K <0.01% +7,634 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 4,687 shares 4,687 $149K <0.01% +3,538 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,263 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $148K <0.01% 0 Timeline FIW 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: 1,462 shares; 2025Q1: 1,468 shares; 2025Q2: 1,318 shares; 2025Q3: 1,268 shares; 2025Q4: 1,362 shares 1,362 $148K <0.01% +94 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: 608 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,732 shares; 2025Q4: 2,742 shares 2,742 $148K <0.01% +10 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 60 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 122 shares 122 $148K <0.01% +77 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: 3,027 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares 3,027 $148K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 813 shares; 2025Q2: 1,138 shares; 2025Q3: 810 shares; 2025Q4: 851 shares 851 $148K <0.01% +41 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 2,690 shares; 2025Q4: 2,690 shares 2,690 $148K <0.01% 0 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,102 shares; 2025Q1: 4,476 shares; 2025Q2: 4,516 shares; 2025Q3: 5,855 shares; 2025Q4: 5,957 shares 5,957 $147K <0.01% +102 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 17,731 shares; 2025Q1: 1,543 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares 1,540 $146K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,501 shares; 2024Q4: 15,565 shares; 2025Q1: 14,226 shares; 2025Q2: 14,289 shares; 2025Q3: 1,896 shares; 2025Q4: 2,565 shares 2,565 $146K <0.01% +669 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,245 shares; 2025Q1: 1,906 shares; 2025Q2: 2,269 shares; 2025Q3: 2,996 shares; 2025Q4: 4,106 shares 4,106 $146K <0.01% +1,110 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 946 shares; 2025Q2: 1,399 shares; 2025Q3: 922 shares; 2025Q4: 929 shares 929 $146K <0.01% +7 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 7,237 shares; 2025Q1: 4,147 shares; 2025Q2: 1,730 shares; 2025Q3: 1,570 shares; 2025Q4: 1,125 shares 1,125 $146K <0.01% -445 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,363 shares; 2024Q4: 916,587 shares; 2025Q1: 939,593 shares; 2025Q2: 505,197 shares; 2025Q3: 66,292 shares; 2025Q4: 51,591 shares 51,591 $145K <0.01% -14,701 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 1,559 shares; 2025Q1: 1,585 shares; 2025Q2: 1,519 shares; 2025Q3: 1,515 shares; 2025Q4: 1,521 shares 1,521 $145K <0.01% +6 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 271 shares; 2025Q3: 268 shares; 2025Q4: 750 shares 750 $145K <0.01% +482 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,123 shares; 2025Q1: 5,115 shares; 2025Q2: 5,723 shares; 2025Q3: 5,196 shares; 2025Q4: 4,625 shares 4,625 $145K <0.01% -571 Timeline ARKW 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: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,191 shares; 2025Q4: 973 shares 973 $144K <0.01% -218 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,059 shares; 2025Q1: 3,021 shares; 2025Q2: 3,006 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares 2,923 $144K <0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,693 shares; 2025Q1: 5,678 shares; 2025Q2: 2,547 shares; 2025Q3: 2,466 shares; 2025Q4: 2,744 shares 2,744 $143K <0.01% +278 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 1,199 shares 1,199 $143K <0.01% +784 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,090 shares; 2025Q1: 8,090 shares; 2025Q2: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 8,090 shares 8,090 $143K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248 shares; 2025Q1: 281 shares; 2025Q2: 474 shares; 2025Q3: 444 shares; 2025Q4: 424 shares 424 $143K <0.01% -20 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $142K <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: 2,232 shares; 2025Q1: 2,191 shares; 2025Q2: 2,243 shares; 2025Q3: 6,961 shares; 2025Q4: 7,020 shares 7,020 $142K <0.01% +59 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: 80 shares; 2025Q1: 80 shares; 2025Q2: 195 shares; 2025Q3: 416 shares; 2025Q4: 587 shares 587 $142K <0.01% +171 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: 3,397 shares; 2024Q4: 3,344 shares; 2025Q1: 3,429 shares; 2025Q2: 3,519 shares; 2025Q3: 3,254 shares; 2025Q4: 2,096 shares 2,096 $141K <0.01% -1,158 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 579 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 3,834 shares 3,834 $141K <0.01% +3,275 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,326 shares; 2025Q1: 3,326 shares; 2025Q2: 3,326 shares; 2025Q3: 3,326 shares; 2025Q4: 3,400 shares 3,400 $141K <0.01% +74 Timeline FAN 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: 5,361 shares; 2025Q1: 5,351 shares; 2025Q2: 5,361 shares; 2025Q3: 6,878 shares; 2025Q4: 6,888 shares 6,888 $141K <0.01% +10 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,452 shares; 2025Q1: 15,463 shares; 2025Q2: 15,474 shares; 2025Q3: 15,485 shares; 2025Q4: 15,497 shares 15,497 $141K <0.01% +12 Timeline IJUL 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: 3,296 shares; 2025Q1: 2,912 shares; 2025Q2: 4,204 shares; 2025Q3: 4,204 shares; 2025Q4: 4,204 shares 4,204 $141K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,676 shares; 2024Q4: 4,183 shares; 2025Q1: 3,304 shares; 2025Q2: 4,829 shares; 2025Q3: 3,533 shares; 2025Q4: 3,468 shares 3,468 $140K <0.01% -65 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,625 shares; 2025Q2: 2,085 shares; 2025Q3: 1,894 shares; 2025Q4: 1,738 shares 1,738 $140K <0.01% -156 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,582 shares; 2025Q3: 11,617 shares; 2025Q4: 15,508 shares 15,508 $140K <0.01% +3,891 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,116 shares; 2025Q1: 1,198 shares; 2025Q2: 1,390 shares; 2025Q3: 834 shares; 2025Q4: 1,096 shares 1,096 $140K <0.01% +262 Timeline PSP 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: 70 shares; 2025Q1: 1,335 shares; 2025Q2: 1,843 shares; 2025Q3: 2,147 shares; 2025Q4: 2,070 shares 2,070 $139K <0.01% -77 Timeline EVTR 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: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 2,694 shares 2,694 $139K <0.01% +2,092 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,734 shares; 2025Q1: 1,419 shares; 2025Q2: 1,429 shares; 2025Q3: 1,452 shares; 2025Q4: 1,476 shares 1,476 $139K <0.01% +24 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,199 shares; 2025Q1: 1,120 shares; 2025Q2: 1,204 shares; 2025Q3: 1,162 shares; 2025Q4: 1,331 shares 1,331 $139K <0.01% +169 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares 1,813 $137K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,615 shares; 2025Q1: 5,699 shares; 2025Q2: 5,624 shares; 2025Q3: 5,614 shares; 2025Q4: 5,697 shares 5,697 $136K <0.01% +83 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,327 shares; 2025Q1: 3,327 shares; 2025Q2: 3,327 shares; 2025Q3: 5,377 shares; 2025Q4: 7,577 shares 7,577 $136K <0.01% +2,200 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 184 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 240 shares; 2025Q4: 224 shares 224 $136K <0.01% -16 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,870 shares; 2025Q1: 6,536 shares; 2025Q2: 6,444 shares; 2025Q3: 6,721 shares; 2025Q4: 6,799 shares 6,799 $136K <0.01% +78 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 879 shares; 2025Q1: 832 shares; 2025Q2: 853 shares; 2025Q3: 989 shares; 2025Q4: 1,518 shares 1,518 $136K <0.01% +529 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: 345 shares; 2025Q1: 389 shares; 2025Q2: 524 shares; 2025Q3: 527 shares; 2025Q4: 598 shares 598 $135K <0.01% +71 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 211 shares; 2025Q2: 215 shares; 2025Q3: 292 shares; 2025Q4: 1,141 shares 1,141 $135K <0.01% +849 Timeline FMAT 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: 2,543 shares; 2025Q1: 2,550 shares; 2025Q2: 2,558 shares; 2025Q3: 2,546 shares; 2025Q4: 2,534 shares 2,534 $135K <0.01% -12 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 664 shares; 2025Q3: 603 shares; 2025Q4: 982 shares 982 $134K <0.01% +379 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 906 shares; 2025Q3: 860 shares; 2025Q4: 1,194 shares 1,194 $134K <0.01% +334 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,744 shares; 2025Q1: 4,849 shares; 2025Q2: 5,008 shares; 2025Q3: 4,977 shares; 2025Q4: 4,798 shares 4,798 $134K <0.01% -179 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: 13,510 shares; 2025Q1: 13,514 shares; 2025Q2: 13,520 shares; 2025Q3: 11,831 shares; 2025Q4: 11,838 shares 11,838 $134K <0.01% +7 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: 1,055 shares; 2025Q1: 1,596 shares; 2025Q2: 1,934 shares; 2025Q3: 1,542 shares; 2025Q4: 1,647 shares 1,647 $133K <0.01% +105 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 368 shares; 2025Q3: 713 shares; 2025Q4: 765 shares 765 $133K <0.01% +52 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: 5,295 shares; 2025Q2: 5,131 shares; 2025Q3: 4,201 shares; 2025Q4: 4,266 shares 4,266 $133K <0.01% +65 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,825 shares; 2025Q3: 1,784 shares; 2025Q4: 1,602 shares 1,602 $133K <0.01% -182 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,020 shares; 2025Q1: 3,018 shares; 2025Q2: 3,035 shares; 2025Q3: 2,980 shares; 2025Q4: 2,722 shares 2,722 $132K <0.01% -258 Timeline MGIC MAGIC SOFTWARE ENTERPRISES More: the full row for MAGIC SOFTWARE ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,118 shares; 2025Q1: 5,118 shares; 2025Q2: 5,118 shares; 2025Q3: 5,118 shares; 2025Q4: 5,118 shares 5,118 $132K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 460 shares; 2025Q1: 627 shares; 2025Q2: 1,133 shares; 2025Q3: 765 shares; 2025Q4: 1,579 shares 1,579 $132K <0.01% +814 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,418 shares; 2025Q1: 2,172 shares; 2025Q2: 2,047 shares; 2025Q3: 1,620 shares; 2025Q4: 1,269 shares 1,269 $132K <0.01% -351 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 12,453 shares 12,453 $131K <0.01% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,457 shares; 2025Q1: 29,157 shares; 2025Q2: 28,957 shares; 2025Q3: 4,457 shares; 2025Q4: 10,257 shares 10,257 $131K <0.01% +5,800 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 920 shares; 2025Q1: 817 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,144 shares 1,144 $130K <0.01% -63 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,408 shares; 2025Q2: 1,686 shares; 2025Q3: 1,647 shares; 2025Q4: 1,621 shares 1,621 $130K <0.01% -26 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,646 shares; 2025Q1: 2,596 shares; 2025Q2: 3,293 shares; 2025Q3: 4,581 shares; 2025Q4: 4,155 shares 4,155 $130K <0.01% -426 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: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,500 shares 1,500 $129K <0.01% -153 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,750 shares 1,750 $129K <0.01% -67 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,187 shares; 2025Q1: 4,498 shares; 2025Q2: 4,619 shares; 2025Q3: 5,040 shares; 2025Q4: 5,290 shares 5,290 $129K <0.01% +250 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: 1,946 shares; 2025Q4: 2,903 shares 2,903 $129K <0.01% +957 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: 5,969 shares; 2024Q4: 5,195 shares; 2025Q1: 4,294 shares; 2025Q2: 4,508 shares; 2025Q3: 3,714 shares; 2025Q4: 4,615 shares 4,615 $129K <0.01% +901 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 2,081 shares 2,081 $129K <0.01% +1,845 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 1,865 shares; 2025Q4: 2,793 shares 2,793 $128K <0.01% +928 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 5,704 shares; 2025Q4: 7,195 shares 7,195 $128K <0.01% +1,491 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 2,254 shares 2,254 $128K <0.01% +579 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,340 shares 1,340 $127K <0.01% +40 Timeline BSCZ 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: 97 shares; 2025Q4: 6,118 shares 6,118 $127K <0.01% +6,021 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,104 shares; 2025Q1: 2,209 shares; 2025Q2: 2,270 shares; 2025Q3: 2,209 shares; 2025Q4: 2,584 shares 2,584 $127K <0.01% +375 Timeline NUVEEN CALIFORNIA SELECT TA… NUVEEN CALIFORNIA SELECT TAX-F More: the full row for NUVEEN CALIFORNIA SELECT TAX-F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $127K <0.01% 0 HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,232 shares; 2025Q2: 1,215 shares; 2025Q3: 1,287 shares; 2025Q4: 1,707 shares 1,707 $126K <0.01% +420 Timeline OBTC OSPREY BITCOIN TR More: the full row for OSPREY BITCOIN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,475 shares 4,475 $126K <0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 350 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares 2,431 $126K <0.01% 0 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: not reported; 2024Q4: 12,408 shares; 2025Q1: 12,561 shares; 2025Q2: 12,669 shares; 2025Q3: 12,784 shares; 2025Q4: 12,859 shares 12,859 $125K <0.01% +75 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 4,492 shares; 2025Q1: 2,613 shares; 2025Q2: 2,630 shares; 2025Q3: 1,707 shares; 2025Q4: 1,966 shares 1,966 $125K <0.01% +259 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,215 shares; 2024Q4: 4,421 shares; 2025Q1: 4,310 shares; 2025Q2: 8,889 shares; 2025Q3: 4,931 shares; 2025Q4: 5,341 shares 5,341 $124K <0.01% +410 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: 511 shares; 2025Q2: 522 shares; 2025Q3: 482 shares; 2025Q4: 480 shares 480 $124K <0.01% -2 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares 1,534 $124K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 1,000 shares; 2025Q3: not reported; 2025Q4: 5,045 shares 5,045 $124K <0.01% new Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,444 shares; 2025Q1: 19,444 shares; 2025Q2: 19,444 shares; 2025Q3: 19,444 shares; 2025Q4: 19,444 shares 19,444 $124K <0.01% 0 Timeline PSCT 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: 2,871 shares; 2025Q1: 2,184 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares 2,184 $124K <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: 627 shares; 2025Q1: 630 shares; 2025Q2: 680 shares; 2025Q3: 579 shares; 2025Q4: 639 shares 639 $124K <0.01% +60 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 165 shares; 2025Q2: 260 shares; 2025Q3: 208 shares; 2025Q4: 708 shares 708 $123K <0.01% +500 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,215 shares; 2025Q1: 4,354 shares; 2025Q2: 4,532 shares; 2025Q3: 5,072 shares; 2025Q4: 5,276 shares 5,276 $123K <0.01% +204 Timeline PTH 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: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares 2,473 $123K <0.01% 0 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,104 shares; 2025Q3: 4,159 shares; 2025Q4: 4,159 shares 4,159 $123K <0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 63 shares; 2025Q3: 62 shares; 2025Q4: 59 shares 59 $123K <0.01% -3 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,084 shares; 2025Q2: 1,156 shares; 2025Q3: 1,410 shares; 2025Q4: 1,190 shares 1,190 $123K <0.01% -220 Timeline RXI 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: 622 shares; 2025Q1: 622 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 597 shares 597 $123K <0.01% +3 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,702 shares 7,702 $122K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,533 shares; 2025Q1: 1,380 shares; 2025Q2: 1,009 shares; 2025Q3: 868 shares; 2025Q4: 1,036 shares 1,036 $122K <0.01% +168 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares 1,201 $121K <0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 6,344 shares; 2025Q3: 4,936 shares; 2025Q4: 5,081 shares 5,081 $121K <0.01% +145 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,418 shares; 2025Q1: 5,429 shares; 2025Q2: 5,441 shares; 2025Q3: 5,449 shares; 2025Q4: 6,949 shares 6,949 $121K <0.01% +1,500 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: 9,338 shares; 2024Q4: 8,762 shares; 2025Q1: 8,591 shares; 2025Q2: 9,575 shares; 2025Q3: 8,146 shares; 2025Q4: 6,991 shares 6,991 $121K <0.01% -1,155 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,438 shares; 2025Q1: 6,630 shares; 2025Q2: 6,630 shares; 2025Q3: 6,630 shares; 2025Q4: 6,299 shares 6,299 $121K <0.01% -331 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: 5,300 shares; 2025Q1: 5,845 shares; 2025Q2: 5,866 shares; 2025Q3: 5,891 shares; 2025Q4: 5,892 shares 5,892 $120K <0.01% +1 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,743 shares 1,743 $120K <0.01% +172 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: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 5,022 shares; 2025Q3: 4,310 shares; 2025Q4: 4,246 shares 4,246 $120K <0.01% -64 Timeline FV 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: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares 1,895 $119K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,158 shares; 2025Q1: 569 shares; 2025Q2: 800 shares; 2025Q3: 927 shares; 2025Q4: 1,644 shares 1,644 $119K <0.01% +717 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 262 shares; 2025Q1: 20,262 shares; 2025Q2: 20,262 shares; 2025Q3: 20,262 shares; 2025Q4: 20,314 shares 20,314 $118K <0.01% +52 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,688 shares; 2025Q1: 1,665 shares; 2025Q2: 2,485 shares; 2025Q3: 1,453 shares; 2025Q4: 1,530 shares 1,530 $118K <0.01% +77 Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 5,803 shares; 2025Q4: 5,817 shares 5,817 $118K <0.01% +14 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: 7,226 shares; 2025Q1: 6,855 shares; 2025Q2: 7,508 shares; 2025Q3: 7,841 shares; 2025Q4: 8,880 shares 8,880 $117K <0.01% +1,039 Timeline SQQQ 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: 1,712 shares 1,712 $117K <0.01% new Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,604 shares; 2025Q1: 2,624 shares; 2025Q2: 2,704 shares; 2025Q3: 2,585 shares; 2025Q4: 2,588 shares 2,588 $117K <0.01% +3 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,341 shares; 2025Q1: 2,341 shares; 2025Q2: 2,360 shares; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares 2,341 $117K <0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 456 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares 421 $117K <0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 206 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 364 shares 364 $116K <0.01% +126 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,601 shares; 2025Q1: 3,791 shares; 2025Q2: 4,259 shares; 2025Q3: 3,890 shares; 2025Q4: 4,001 shares 4,001 $116K <0.01% +111 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 946 shares; 2025Q1: 793 shares; 2025Q2: 1,084 shares; 2025Q3: 933 shares; 2025Q4: 850 shares 850 $116K <0.01% -83 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,626 shares; 2025Q1: 3,525 shares; 2025Q2: 4,371 shares; 2025Q3: 3,528 shares; 2025Q4: 3,528 shares 3,528 $116K <0.01% 0 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: not reported; 2025Q2: 2,027 shares; 2025Q3: 5,033 shares; 2025Q4: 5,107 shares 5,107 $116K <0.01% +74 Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,878 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 1,439 shares 1,439 $116K <0.01% -1,439 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: 4,736 shares; 2025Q1: 4,736 shares; 2025Q2: 4,784 shares; 2025Q3: 4,736 shares; 2025Q4: 4,441 shares 4,441 $116K <0.01% -295 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 92 shares 92 $115K <0.01% +5 RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,885 shares; 2025Q1: 3,885 shares; 2025Q2: 3,991 shares; 2025Q3: 3,885 shares; 2025Q4: 3,918 shares 3,918 $115K <0.01% +33 Timeline REGL 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: 438 shares; 2025Q1: 438 shares; 2025Q2: 439 shares; 2025Q3: 1,240 shares; 2025Q4: 1,364 shares 1,364 $115K <0.01% +124 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 3,143 shares; 2025Q3: 2,858 shares; 2025Q4: 2,689 shares 2,689 $115K <0.01% -169 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 1,027 shares; 2025Q3: not reported; 2025Q4: 11,493 shares 11,493 $115K <0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 502 shares; 2025Q1: 461 shares; 2025Q2: 1,064 shares; 2025Q3: 546 shares; 2025Q4: 1,764 shares 1,764 $115K <0.01% +1,218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,075 shares; 2025Q4: 5,075 shares 5,075 $115K <0.01% 0 Timeline