WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 5,503 shares; 2025Q1: 5,618 shares; 2025Q2: 5,418 shares; 2025Q3: 5,511 shares; 2025Q4: 5,542 shares 5,542 $584K 0.03% +31 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 13,858 shares; 2025Q1: 13,958 shares; 2025Q2: 14,144 shares; 2025Q3: 15,119 shares; 2025Q4: 16,573 shares 16,573 $580K 0.02% +1,454 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 10,349 shares; 2025Q1: 10,553 shares; 2025Q2: 10,580 shares; 2025Q3: 9,625 shares; 2025Q4: 8,848 shares 8,848 $576K 0.02% -777 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,271 shares; 2025Q1: 8,018 shares; 2025Q2: 7,566 shares; 2025Q3: 8,065 shares; 2025Q4: 8,587 shares 8,587 $571K 0.02% +522 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,850 shares; 2025Q4: 12,840 shares 12,840 $570K 0.02% -2,010 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,139 shares; 2025Q1: not reported; 2025Q2: 3,033 shares; 2025Q3: 3,837 shares; 2025Q4: 4,040 shares 4,040 $567K 0.02% +203 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 3,672 shares; 2025Q1: 3,679 shares; 2025Q2: 3,609 shares; 2025Q3: 3,609 shares; 2025Q4: 3,048 shares 3,048 $566K 0.02% -561 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,137 shares; 2025Q1: 6,137 shares; 2025Q2: 6,137 shares; 2025Q3: 5,737 shares; 2025Q4: 5,687 shares 5,687 $562K 0.02% -50 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,721 shares; 2025Q1: 2,746 shares; 2025Q2: 2,747 shares; 2025Q3: 2,714 shares; 2025Q4: 2,714 shares 2,714 $560K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 15,945 shares; 2025Q1: 15,650 shares; 2025Q2: 16,595 shares; 2025Q3: 15,095 shares; 2025Q4: 15,430 shares 15,430 $559K 0.02% +335 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,307 shares; 2025Q4: 6,981 shares 6,981 $559K 0.02% +674 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 8,153 shares; 2025Q1: 10,804 shares; 2025Q2: 11,029 shares; 2025Q3: 10,029 shares; 2025Q4: 9,454 shares 9,454 $559K 0.02% -575 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,464 shares; 2024Q4: 31,667 shares; 2025Q1: 31,559 shares; 2025Q2: 31,257 shares; 2025Q3: 31,431 shares; 2025Q4: 27,427 shares 27,427 $555K 0.02% -4,004 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,658 shares 8,658 $555K 0.02% new 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: 14,766 shares; 2024Q4: 15,295 shares; 2025Q1: 11,476 shares; 2025Q2: 11,111 shares; 2025Q3: 10,886 shares; 2025Q4: 10,276 shares 10,276 $551K 0.02% -610 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: 6,820 shares; 2024Q4: 6,804 shares; 2025Q1: 6,676 shares; 2025Q2: 6,663 shares; 2025Q3: 6,805 shares; 2025Q4: 6,854 shares 6,854 $546K 0.02% +49 Timeline CULP CULP INC More: the full row for CULP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,289 shares; 2024Q4: 207,571 shares; 2025Q1: 193,021 shares; 2025Q2: 193,571 shares; 2025Q3: 201,191 shares; 2025Q4: 152,517 shares 152,517 $543K 0.02% -48,674 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,192 shares; 2024Q4: 30,471 shares; 2025Q1: 31,126 shares; 2025Q2: 29,725 shares; 2025Q3: 30,018 shares; 2025Q4: 30,656 shares 30,656 $542K 0.02% +638 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,115 shares; 2024Q4: 17,945 shares; 2025Q1: 13,731 shares; 2025Q2: 12,275 shares; 2025Q3: 14,721 shares; 2025Q4: 14,552 shares 14,552 $538K 0.02% -169 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: 5,710 shares; 2024Q4: 5,366 shares; 2025Q1: 2,650 shares; 2025Q2: 2,565 shares; 2025Q3: 2,375 shares; 2025Q4: 2,141 shares 2,141 $537K 0.02% -234 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,690 shares; 2025Q1: 1,738 shares; 2025Q2: 2,915 shares; 2025Q3: 2,893 shares; 2025Q4: 2,879 shares 2,879 $534K 0.02% -14 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 9,839 shares; 2025Q1: 9,291 shares; 2025Q2: 4,589 shares; 2025Q3: 4,189 shares; 2025Q4: 3,689 shares 3,689 $532K 0.02% -500 Timeline HYBL 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: 8,610 shares; 2025Q1: 10,204 shares; 2025Q2: 11,170 shares; 2025Q3: 18,696 shares; 2025Q4: 18,696 shares 18,696 $532K 0.02% 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: 17,534 shares; 2024Q4: 17,234 shares; 2025Q1: 17,328 shares; 2025Q2: 17,355 shares; 2025Q3: 17,234 shares; 2025Q4: 17,334 shares 17,334 $529K 0.02% +100 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 10,296 shares; 2025Q1: 8,334 shares; 2025Q2: 8,334 shares; 2025Q3: 8,334 shares; 2025Q4: 8,434 shares 8,434 $527K 0.02% +100 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,950 shares; 2024Q4: 17,154 shares; 2025Q1: 17,319 shares; 2025Q2: 15,561 shares; 2025Q3: 15,090 shares; 2025Q4: 10,742 shares 10,742 $523K 0.02% -4,348 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: 5,346 shares; 2024Q4: 5,263 shares; 2025Q1: 5,233 shares; 2025Q2: 4,994 shares; 2025Q3: not reported; 2025Q4: 6,254 shares 6,254 $519K 0.02% new Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,518 shares; 2024Q4: 14,519 shares; 2025Q1: 14,020 shares; 2025Q2: 14,025 shares; 2025Q3: 12,225 shares; 2025Q4: 11,725 shares 11,725 $518K 0.02% -500 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,113 shares; 2025Q4: 5,935 shares 5,935 $517K 0.02% +822 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,718 shares; 2024Q4: 15,277 shares; 2025Q1: 14,867 shares; 2025Q2: 14,899 shares; 2025Q3: 24,878 shares; 2025Q4: 19,571 shares 19,571 $515K 0.02% -5,307 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,050 shares; 2025Q3: 14,699 shares; 2025Q4: 21,802 shares 21,802 $515K 0.02% +7,103 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,821 shares; 2025Q1: 3,756 shares; 2025Q2: 3,394 shares; 2025Q3: 3,344 shares; 2025Q4: 3,394 shares 3,394 $510K 0.02% +50 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 5,945 shares; 2025Q1: 4,590 shares; 2025Q2: 4,571 shares; 2025Q3: 4,529 shares; 2025Q4: 3,166 shares 3,166 $510K 0.02% -1,363 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,810 shares; 2024Q4: 22,749 shares; 2025Q1: 22,749 shares; 2025Q2: not reported; 2025Q3: 22,749 shares; 2025Q4: 13,185 shares 13,185 $506K 0.02% -9,564 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,318 shares; 2024Q4: 15,337 shares; 2025Q1: 13,814 shares; 2025Q2: 13,934 shares; 2025Q3: 17,256 shares; 2025Q4: 17,636 shares 17,636 $503K 0.02% +380 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,991 shares; 2025Q1: 1,986 shares; 2025Q2: 1,780 shares; 2025Q3: 1,590 shares; 2025Q4: 1,487 shares 1,487 $502K 0.02% -103 Timeline IXUS 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: 5,112 shares; 2024Q4: 5,016 shares; 2025Q1: 5,044 shares; 2025Q2: 5,418 shares; 2025Q3: 5,488 shares; 2025Q4: 5,912 shares 5,912 $500K 0.02% +424 Timeline IWD 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: 2,299 shares; 2024Q4: 1,730 shares; 2025Q1: 1,706 shares; 2025Q2: 2,227 shares; 2025Q3: 2,353 shares; 2025Q4: 2,377 shares 2,377 $500K 0.02% +24 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 813 shares; 2025Q4: 1,178 shares 1,178 $497K 0.02% +365 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,907 shares; 2025Q1: 6,963 shares; 2025Q2: 7,152 shares; 2025Q3: 6,814 shares; 2025Q4: 6,278 shares 6,278 $494K 0.02% -536 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,143 shares; 2024Q4: 37,225 shares; 2025Q1: 36,603 shares; 2025Q2: 37,008 shares; 2025Q3: 37,130 shares; 2025Q4: 36,258 shares 36,258 $492K 0.02% -872 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 5,441 shares; 2025Q1: 5,951 shares; 2025Q2: 6,729 shares; 2025Q3: 7,162 shares; 2025Q4: 8,010 shares 8,010 $491K 0.02% +848 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,430 shares; 2024Q4: 102,425 shares; 2025Q1: 107,650 shares; 2025Q2: 107,325 shares; 2025Q3: 117,475 shares; 2025Q4: 98,000 shares 98,000 $487K 0.02% -19,475 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 18,156 shares; 2025Q1: 18,531 shares; 2025Q2: 12,618 shares; 2025Q3: 12,832 shares; 2025Q4: 12,851 shares 12,851 $487K 0.02% +19 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,137 shares; 2025Q1: 4,397 shares; 2025Q2: 4,357 shares; 2025Q3: 4,330 shares; 2025Q4: 4,729 shares 4,729 $486K 0.02% +399 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,469 shares; 2024Q4: 56,423 shares; 2025Q1: 20,287 shares; 2025Q2: 21,087 shares; 2025Q3: 19,637 shares; 2025Q4: 16,472 shares 16,472 $486K 0.02% -3,165 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,560 shares; 2025Q1: 3,556 shares; 2025Q2: 3,586 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares 3,556 $486K 0.02% 0 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: 1,303 shares; 2024Q4: 1,709 shares; 2025Q1: 956 shares; 2025Q2: 800 shares; 2025Q3: 875 shares; 2025Q4: 907 shares 907 $483K 0.02% +32 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,655 shares; 2025Q3: 2,531 shares; 2025Q4: 2,581 shares 2,581 $481K 0.02% +50 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: 5,600 shares; 2024Q4: 5,913 shares; 2025Q1: 5,561 shares; 2025Q2: 6,128 shares; 2025Q3: 6,141 shares; 2025Q4: 6,211 shares 6,211 $480K 0.02% +70 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,857 shares; 2025Q1: 1,756 shares; 2025Q2: 2,878 shares; 2025Q3: 1,465 shares; 2025Q4: 1,661 shares 1,661 $480K 0.02% +196 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,022 shares; 2025Q1: 8,197 shares; 2025Q2: 8,097 shares; 2025Q3: 8,097 shares; 2025Q4: 8,422 shares 8,422 $477K 0.02% +325 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 93 shares; 2025Q1: 83 shares; 2025Q2: 75 shares; 2025Q3: 60 shares; 2025Q4: 65 shares 65 $474K 0.02% +5 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,143 shares; 2025Q1: 6,599 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 6,218 shares 6,218 $474K 0.02% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,581 shares; 2025Q3: 3,735 shares; 2025Q4: 2,058 shares 2,058 $473K 0.02% -1,677 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 3,777 shares; 2025Q1: 3,941 shares; 2025Q2: 3,499 shares; 2025Q3: 3,484 shares; 2025Q4: 3,467 shares 3,467 $469K 0.02% -17 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 19,500 shares; 2025Q1: 20,500 shares; 2025Q2: 21,000 shares; 2025Q3: 25,100 shares; 2025Q4: 24,400 shares 24,400 $468K 0.02% -700 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,622 shares; 2024Q4: 15,489 shares; 2025Q1: 14,383 shares; 2025Q2: 14,283 shares; 2025Q3: 14,683 shares; 2025Q4: 17,232 shares 17,232 $467K 0.02% +2,549 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,525 shares 12,525 $467K 0.02% new Timeline JPST 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: 8,538 shares; 2024Q4: 9,373 shares; 2025Q1: 7,198 shares; 2025Q2: 8,603 shares; 2025Q3: 7,209 shares; 2025Q4: 9,169 shares 9,169 $464K 0.02% +1,960 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 4,993 shares; 2025Q1: 4,699 shares; 2025Q2: 4,537 shares; 2025Q3: 4,540 shares; 2025Q4: 4,632 shares 4,632 $463K 0.02% +92 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,225 shares; 2025Q4: 2,664 shares 2,664 $462K 0.02% +439 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,894 shares; 2025Q1: 1,906 shares; 2025Q2: 2,060 shares; 2025Q3: 2,237 shares; 2025Q4: 2,203 shares 2,203 $461K 0.02% -34 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,727 shares; 2025Q4: 2,157 shares 2,157 $460K 0.02% +430 Timeline KTCC KEY TRONIC CORP More: the full row for KEY TRONIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,300 shares; 2024Q4: 104,300 shares; 2025Q1: 100,550 shares; 2025Q2: 127,550 shares; 2025Q3: 162,950 shares; 2025Q4: 164,700 shares 164,700 $460K 0.02% +1,750 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: 3,623 shares; 2024Q4: 3,628 shares; 2025Q1: 3,630 shares; 2025Q2: 3,553 shares; 2025Q3: 3,625 shares; 2025Q4: 3,628 shares 3,628 $457K 0.02% +3 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,285 shares; 2024Q4: 103,285 shares; 2025Q1: 104,285 shares; 2025Q2: 18,770 shares; 2025Q3: 21,020 shares; 2025Q4: 20,270 shares 20,270 $454K 0.02% -750 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 458 shares; 2025Q2: 450 shares; 2025Q3: 464 shares; 2025Q4: 450 shares 450 $454K 0.02% -14 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: 26,688 shares; 2024Q4: 26,688 shares; 2025Q1: 25,188 shares; 2025Q2: 25,188 shares; 2025Q3: 24,188 shares; 2025Q4: 22,688 shares 22,688 $450K 0.02% -1,500 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,079 shares; 2024Q4: 6,779 shares; 2025Q1: 6,479 shares; 2025Q2: 6,479 shares; 2025Q3: 6,479 shares; 2025Q4: 6,479 shares 6,479 $450K 0.02% 0 Timeline AFSM 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: 6,919 shares; 2025Q1: 13,923 shares; 2025Q2: 15,232 shares; 2025Q3: 15,538 shares; 2025Q4: 13,668 shares 13,668 $449K 0.02% -1,870 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,366 shares; 2025Q3: 24,420 shares; 2025Q4: 25,639 shares 25,639 $449K 0.02% +1,219 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 17,320 shares; 2025Q4: 16,936 shares 16,936 $447K 0.02% -384 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: not reported; 2025Q1: 2,230 shares; 2025Q2: 2,330 shares; 2025Q3: 2,380 shares; 2025Q4: 2,430 shares 2,430 $444K 0.02% +50 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,336 shares; 2025Q1: 1,236 shares; 2025Q2: 1,231 shares; 2025Q3: 1,314 shares; 2025Q4: 1,372 shares 1,372 $443K 0.02% +58 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,589 shares; 2025Q2: 11,922 shares; 2025Q3: 14,912 shares; 2025Q4: 18,910 shares 18,910 $443K 0.02% +3,998 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,081 shares; 2024Q4: 33,581 shares; 2025Q1: 27,916 shares; 2025Q2: 25,026 shares; 2025Q3: 24,263 shares; 2025Q4: 24,673 shares 24,673 $439K 0.02% +410 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: 71,936 shares; 2024Q4: 68,136 shares; 2025Q1: 68,536 shares; 2025Q2: 68,436 shares; 2025Q3: 67,036 shares; 2025Q4: 67,531 shares 67,531 $437K 0.02% +495 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,843 shares; 2025Q1: 2,100 shares; 2025Q2: 2,388 shares; 2025Q3: 2,107 shares; 2025Q4: 1,991 shares 1,991 $437K 0.02% -116 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,883 shares; 2024Q4: 17,459 shares; 2025Q1: 17,388 shares; 2025Q2: 17,782 shares; 2025Q3: 17,302 shares; 2025Q4: 16,576 shares 16,576 $435K 0.02% -726 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 858 shares; 2025Q2: 896 shares; 2025Q3: 908 shares; 2025Q4: 931 shares 931 $435K 0.02% +23 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 4,871 shares; 2025Q1: 4,923 shares; 2025Q2: 4,936 shares; 2025Q3: 4,538 shares; 2025Q4: 5,309 shares 5,309 $432K 0.02% +771 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: 24,195 shares; 2024Q4: 24,510 shares; 2025Q1: 24,365 shares; 2025Q2: 23,940 shares; 2025Q3: 22,025 shares; 2025Q4: 21,820 shares 21,820 $430K 0.02% -205 Timeline BSV 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: 12,281 shares; 2024Q4: 10,198 shares; 2025Q1: 3,559 shares; 2025Q2: 4,194 shares; 2025Q3: 5,397 shares; 2025Q4: 5,427 shares 5,427 $428K 0.02% +30 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,479 shares; 2024Q4: 13,718 shares; 2025Q1: 13,718 shares; 2025Q2: 13,753 shares; 2025Q3: 13,253 shares; 2025Q4: 12,753 shares 12,753 $425K 0.02% -500 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,857 shares; 2025Q1: 3,390 shares; 2025Q2: 3,324 shares; 2025Q3: 2,263 shares; 2025Q4: 1,863 shares 1,863 $424K 0.02% -400 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,524 shares; 2024Q4: 82,691 shares; 2025Q1: 79,911 shares; 2025Q2: 80,136 shares; 2025Q3: 77,792 shares; 2025Q4: 77,947 shares 77,947 $423K 0.02% +155 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,993 shares 2,993 $422K 0.02% +618 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,503 shares; 2024Q4: 19,503 shares; 2025Q1: 19,503 shares; 2025Q2: 19,503 shares; 2025Q3: 19,453 shares; 2025Q4: 19,203 shares 19,203 $418K 0.02% -250 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,720 shares; 2025Q1: 4,890 shares; 2025Q2: 4,411 shares; 2025Q3: 4,837 shares; 2025Q4: 4,510 shares 4,510 $417K 0.02% -327 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,870 shares; 2024Q4: 11,900 shares; 2025Q1: 13,400 shares; 2025Q2: 10,250 shares; 2025Q3: 9,400 shares; 2025Q4: 8,200 shares 8,200 $417K 0.02% -1,200 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,773 shares; 2025Q3: not reported; 2025Q4: 15,321 shares 15,321 $417K 0.02% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 6,706 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,030 shares; 2025Q4: 8,041 shares 8,041 $416K 0.02% +11 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 4,924 shares; 2025Q1: 4,999 shares; 2025Q2: 5,316 shares; 2025Q3: 4,615 shares; 2025Q4: 4,741 shares 4,741 $414K 0.02% +126 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,396 shares; 2024Q4: 45,646 shares; 2025Q1: 51,275 shares; 2025Q2: 37,250 shares; 2025Q3: 26,250 shares; 2025Q4: 21,500 shares 21,500 $413K 0.02% -4,750 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: 33,818 shares; 2024Q4: 28,878 shares; 2025Q1: 28,843 shares; 2025Q2: 32,158 shares; 2025Q3: 33,118 shares; 2025Q4: 30,813 shares 30,813 $409K 0.02% -2,305 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,343 shares; 2024Q4: 13,019 shares; 2025Q1: 12,394 shares; 2025Q2: 12,419 shares; 2025Q3: 9,558 shares; 2025Q4: 8,808 shares 8,808 $408K 0.02% -750 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares; 2025Q4: 9,340 shares 9,340 $408K 0.02% +4,187 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,979 shares; 2024Q4: 34,479 shares; 2025Q1: 31,729 shares; 2025Q2: 31,729 shares; 2025Q3: 30,979 shares; 2025Q4: 32,412 shares 32,412 $401K 0.02% +1,433 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 7,480 shares; 2025Q1: 7,994 shares; 2025Q2: 8,307 shares; 2025Q3: 8,121 shares; 2025Q4: 8,167 shares 8,167 $396K 0.02% +46 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,727 shares; 2024Q4: 23,774 shares; 2025Q1: 23,807 shares; 2025Q2: 23,841 shares; 2025Q3: 24,501 shares; 2025Q4: 24,580 shares 24,580 $396K 0.02% +79 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 244 shares; 2025Q1: 299 shares; 2025Q2: 273 shares; 2025Q3: 268 shares; 2025Q4: 296 shares 296 $394K 0.02% +28 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 9,818 shares; 2025Q1: 10,131 shares; 2025Q2: 10,031 shares; 2025Q3: 9,931 shares; 2025Q4: 10,182 shares 10,182 $392K 0.02% +251 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,615 shares; 2025Q1: 2,301 shares; 2025Q2: 2,449 shares; 2025Q3: 2,396 shares; 2025Q4: 2,228 shares 2,228 $391K 0.02% -168 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,474 shares; 2025Q1: 5,503 shares; 2025Q2: 6,135 shares; 2025Q3: 5,981 shares; 2025Q4: 4,336 shares 4,336 $390K 0.02% -1,645 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,451 shares 6,451 $390K 0.02% -49 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: 5,975 shares; 2024Q4: 5,978 shares; 2025Q1: 5,734 shares; 2025Q2: 4,585 shares; 2025Q3: 4,175 shares; 2025Q4: 5,940 shares 5,940 $386K 0.02% +1,765 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 8,768 shares; 2025Q1: 8,541 shares; 2025Q2: 8,870 shares; 2025Q3: 8,211 shares; 2025Q4: 7,316 shares 7,316 $385K 0.02% -895 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,145 shares 6,145 $384K 0.02% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,460 shares; 2024Q4: 19,661 shares; 2025Q1: 17,243 shares; 2025Q2: 10,196 shares; 2025Q3: 9,560 shares; 2025Q4: 9,185 shares 9,185 $384K 0.02% -375 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 5,135 shares; 2025Q1: 5,535 shares; 2025Q2: 5,310 shares; 2025Q3: 5,335 shares; 2025Q4: 5,435 shares 5,435 $383K 0.02% +100 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: 2,200 shares; 2024Q4: not reported; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares 3,627 $380K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 4,599 shares; 2025Q3: 6,201 shares; 2025Q4: 8,285 shares 8,285 $379K 0.02% +2,084 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 7,215 shares; 2025Q1: 7,215 shares; 2025Q2: 6,215 shares; 2025Q3: 6,215 shares; 2025Q4: 6,215 shares 6,215 $375K 0.02% 0 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,730 shares; 2024Q4: 15,813 shares; 2025Q1: 16,308 shares; 2025Q2: 16,858 shares; 2025Q3: 16,008 shares; 2025Q4: 15,320 shares 15,320 $373K 0.02% -688 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $372K 0.02% 0 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 23,000 shares; 2025Q2: 29,500 shares; 2025Q3: 29,500 shares; 2025Q4: 29,500 shares 29,500 $370K 0.02% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,091 shares; 2025Q1: 5,300 shares; 2025Q2: 6,705 shares; 2025Q3: 6,211 shares; 2025Q4: 6,317 shares 6,317 $369K 0.02% +106 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 7,431 shares 7,431 $369K 0.02% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,072 shares; 2025Q4: 5,454 shares 5,454 $368K 0.02% -1,618 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,201 shares; 2024Q4: 184,528 shares; 2025Q1: 183,887 shares; 2025Q2: 187,605 shares; 2025Q3: 313,122 shares; 2025Q4: 21,312 shares 21,312 $368K 0.02% -291,810 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,235 shares 7,235 $366K 0.02% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 8,794 shares; 2025Q1: 7,950 shares; 2025Q2: 8,672 shares; 2025Q3: 8,614 shares; 2025Q4: 10,886 shares 10,886 $365K 0.02% +2,272 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 3,809 shares; 2025Q1: not reported; 2025Q2: 3,603 shares; 2025Q3: 2,040 shares; 2025Q4: 2,113 shares 2,113 $364K 0.02% +73 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,946 shares; 2024Q4: 17,769 shares; 2025Q1: 47,540 shares; 2025Q2: 47,361 shares; 2025Q3: 47,386 shares; 2025Q4: 49,409 shares 49,409 $363K 0.02% +2,023 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,713 shares; 2024Q4: 48,355 shares; 2025Q1: 49,479 shares; 2025Q2: 49,991 shares; 2025Q3: 47,434 shares; 2025Q4: 47,943 shares 47,943 $362K 0.02% +509 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,963 shares; 2025Q1: 1,351 shares; 2025Q2: 1,330 shares; 2025Q3: 1,363 shares; 2025Q4: 1,374 shares 1,374 $361K 0.02% +11 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,650 shares; 2025Q3: 12,250 shares; 2025Q4: 10,750 shares 10,750 $361K 0.02% -1,500 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,417 shares; 2025Q4: 9,417 shares 9,417 $359K 0.02% +1,000 Timeline BND 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: 5,424 shares; 2024Q4: 5,878 shares; 2025Q1: 4,842 shares; 2025Q2: 4,787 shares; 2025Q3: 6,159 shares; 2025Q4: 4,842 shares 4,842 $359K 0.02% -1,317 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,367 shares; 2024Q4: 7,367 shares; 2025Q1: 7,367 shares; 2025Q2: 7,367 shares; 2025Q3: 7,017 shares; 2025Q4: 7,117 shares 7,117 $358K 0.02% +100 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,303 shares; 2024Q4: 26,690 shares; 2025Q1: 26,690 shares; 2025Q2: 27,690 shares; 2025Q3: 28,090 shares; 2025Q4: 32,890 shares 32,890 $358K 0.02% +4,800 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 6,224 shares; 2025Q1: 6,415 shares; 2025Q2: 6,766 shares; 2025Q3: 6,770 shares; 2025Q4: 6,125 shares 6,125 $357K 0.02% -645 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: 5,816 shares; 2024Q4: 5,815 shares; 2025Q1: 5,515 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares 3,037 $356K 0.02% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 6,979 shares; 2025Q1: 6,279 shares; 2025Q2: 5,879 shares; 2025Q3: 6,809 shares; 2025Q4: 4,914 shares 4,914 $354K 0.02% -1,895 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 3,163 shares; 2025Q1: 3,030 shares; 2025Q2: 2,893 shares; 2025Q3: 2,877 shares; 2025Q4: 2,878 shares 2,878 $354K 0.02% +1 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,743 shares; 2025Q3: 1,968 shares; 2025Q4: 2,040 shares 2,040 $353K 0.02% +72 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 8,798 shares; 2025Q1: 8,238 shares; 2025Q2: 8,188 shares; 2025Q3: 8,338 shares; 2025Q4: 7,805 shares 7,805 $351K 0.02% -533 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares 1,136 $351K 0.02% new Timeline HYGW 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: 11,754 shares 11,754 $351K 0.02% new 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: 24,992 shares; 2024Q4: 27,093 shares; 2025Q1: 28,270 shares; 2025Q2: 25,478 shares; 2025Q3: 25,568 shares; 2025Q4: 21,563 shares 21,563 $347K 0.01% -4,005 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 2,789 shares; 2025Q1: 1,870 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,774 shares 1,774 $345K 0.01% -20 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,320 shares; 2024Q4: 32,470 shares; 2025Q1: 31,970 shares; 2025Q2: 31,870 shares; 2025Q3: 31,870 shares; 2025Q4: 32,170 shares 32,170 $342K 0.01% +300 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,300 shares; 2024Q4: 45,800 shares; 2025Q1: 45,800 shares; 2025Q2: 45,300 shares; 2025Q3: 45,300 shares; 2025Q4: 40,012 shares 40,012 $340K 0.01% -5,288 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,192 shares; 2025Q3: 2,643 shares; 2025Q4: 2,943 shares 2,943 $339K 0.01% +300 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,639 shares; 2024Q4: 72,173 shares; 2025Q1: 71,342 shares; 2025Q2: 73,113 shares; 2025Q3: 74,846 shares; 2025Q4: 76,928 shares 76,928 $337K 0.01% +2,082 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,814 shares; 2025Q1: 1,811 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $336K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,322 shares; 2025Q1: 3,982 shares; 2025Q2: 2,617 shares; 2025Q3: 2,717 shares; 2025Q4: 2,747 shares 2,747 $335K 0.01% +30 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 10,913 shares; 2025Q1: 13,563 shares; 2025Q2: 14,263 shares; 2025Q3: 20,463 shares; 2025Q4: 24,798 shares 24,798 $334K 0.01% +4,335 Timeline IBDT 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: 8,902 shares; 2025Q3: 10,190 shares; 2025Q4: 13,075 shares 13,075 $333K 0.01% +2,885 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,750 shares; 2024Q4: 25,750 shares; 2025Q1: 25,750 shares; 2025Q2: 25,750 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares 26,000 $330K 0.01% 0 Timeline RCG RENN FD INC More: the full row for RENN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,960 shares; 2024Q4: 243,960 shares; 2025Q1: 142,560 shares; 2025Q2: 140,560 shares; 2025Q3: 128,455 shares; 2025Q4: 128,455 shares 128,455 $330K 0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 12,659 shares; 2025Q1: 12,865 shares; 2025Q2: 12,978 shares; 2025Q3: 12,376 shares; 2025Q4: 12,956 shares 12,956 $330K 0.01% +580 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: 7,831 shares; 2024Q4: 18,495 shares; 2025Q1: 17,840 shares; 2025Q2: 15,445 shares; 2025Q3: 13,360 shares; 2025Q4: 13,670 shares 13,670 $329K 0.01% +310 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 10,530 shares; 2025Q1: 15,636 shares; 2025Q2: 20,646 shares; 2025Q3: 21,457 shares; 2025Q4: 27,367 shares 27,367 $329K 0.01% +5,910 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 746 shares; 2025Q2: 719 shares; 2025Q3: 667 shares; 2025Q4: 643 shares 643 $328K 0.01% -24 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 8,760 shares; 2025Q1: 9,060 shares; 2025Q2: 8,560 shares; 2025Q3: 8,810 shares; 2025Q4: 9,010 shares 9,010 $328K 0.01% +200 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 10,385 shares; 2025Q1: 9,914 shares; 2025Q2: 9,944 shares; 2025Q3: 9,722 shares; 2025Q4: 8,470 shares 8,470 $328K 0.01% -1,252 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,526 shares; 2025Q1: 2,428 shares; 2025Q2: 2,528 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares 2,474 $326K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,120 shares; 2025Q4: 4,298 shares 4,298 $326K 0.01% +178 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: 23,237 shares; 2024Q4: 20,775 shares; 2025Q1: 21,566 shares; 2025Q2: 20,786 shares; 2025Q3: 19,636 shares; 2025Q4: 17,070 shares 17,070 $326K 0.01% -2,566 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 10,905 shares; 2025Q1: 6,432 shares; 2025Q2: 5,516 shares; 2025Q3: 5,238 shares; 2025Q4: 5,109 shares 5,109 $326K 0.01% -129 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,334 shares; 2025Q4: 8,884 shares 8,884 $325K 0.01% +1,550 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,250 shares; 2025Q1: 6,950 shares; 2025Q2: 5,250 shares; 2025Q3: 4,600 shares; 2025Q4: 4,400 shares 4,400 $321K 0.01% -200 Timeline CVEO CIVEO CORP CDA More: the full row for CIVEO CORP CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,722 shares; 2024Q4: 24,890 shares; 2025Q1: 16,757 shares; 2025Q2: 16,432 shares; 2025Q3: 14,341 shares; 2025Q4: 13,991 shares 13,991 $320K 0.01% -350 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 6,994 shares; 2025Q1: 3,878 shares; 2025Q2: 3,372 shares; 2025Q3: 3,200 shares; 2025Q4: 3,272 shares 3,272 $317K 0.01% +72 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,666 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares 1,137 $315K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 939 shares; 2025Q3: 1,039 shares; 2025Q4: 1,389 shares 1,389 $314K 0.01% +350 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,824 shares; 2024Q4: 21,163 shares; 2025Q1: 26,163 shares; 2025Q2: 14,464 shares; 2025Q3: not reported; 2025Q4: 5,800 shares 5,800 $312K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,412 shares; 2024Q4: 23,187 shares; 2025Q1: 27,317 shares; 2025Q2: 21,162 shares; 2025Q3: 22,240 shares; 2025Q4: 32,741 shares 32,741 $312K 0.01% +10,501 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 10,169 shares; 2025Q1: 10,069 shares; 2025Q2: not reported; 2025Q3: 9,369 shares; 2025Q4: 8,807 shares 8,807 $311K 0.01% -562 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,419 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $311K 0.01% 0 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,629 shares; 2024Q4: 15,298 shares; 2025Q1: 13,701 shares; 2025Q2: 14,044 shares; 2025Q3: 13,971 shares; 2025Q4: 14,286 shares 14,286 $311K 0.01% +315 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: 5,100 shares; 2025Q4: 5,200 shares 5,200 $309K 0.01% +100 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,322 shares 23,322 $308K 0.01% new Timeline FCG 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: 10,885 shares; 2024Q4: 12,635 shares; 2025Q1: 13,085 shares; 2025Q2: 11,435 shares; 2025Q3: 12,710 shares; 2025Q4: 13,060 shares 13,060 $306K 0.01% +350 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: 10,460 shares; 2024Q4: 11,460 shares; 2025Q1: 10,960 shares; 2025Q2: 11,053 shares; 2025Q3: 11,186 shares; 2025Q4: 10,938 shares 10,938 $305K 0.01% -248 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: not reported; 2025Q1: not reported; 2025Q2: 7,143 shares; 2025Q3: 6,947 shares; 2025Q4: 6,855 shares 6,855 $304K 0.01% -92 Timeline ACIO 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: 5,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares 6,900 $302K 0.01% 0 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 18,338 shares; 2025Q1: 18,450 shares; 2025Q2: 6,514 shares; 2025Q3: 6,454 shares; 2025Q4: 6,209 shares 6,209 $301K 0.01% -245 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,950 shares; 2025Q4: 4,550 shares 4,550 $300K 0.01% -400 Timeline BIV 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: 3,174 shares; 2024Q4: 3,096 shares; 2025Q1: 3,286 shares; 2025Q2: 3,676 shares; 2025Q3: 4,157 shares; 2025Q4: 3,841 shares 3,841 $299K 0.01% -316 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,338 shares; 2025Q1: 8,575 shares; 2025Q2: 8,425 shares; 2025Q3: 8,440 shares; 2025Q4: 8,655 shares 8,655 $298K 0.01% +215 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,473 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,821 shares 1,821 $297K 0.01% +1 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,007 shares; 2025Q1: 2,665 shares; 2025Q2: 2,616 shares; 2025Q3: 2,578 shares; 2025Q4: 2,607 shares 2,607 $296K 0.01% +29 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,026 shares; 2025Q3: 2,556 shares; 2025Q4: 1,503 shares 1,503 $296K 0.01% -1,053 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,540 shares; 2025Q1: 6,154 shares; 2025Q2: 6,180 shares; 2025Q3: 5,667 shares; 2025Q4: 5,651 shares 5,651 $296K 0.01% -16 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,381 shares 4,381 $295K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,791 shares; 2025Q1: 3,791 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares 3,791 $294K 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: 1,424 shares; 2024Q4: 1,597 shares; 2025Q1: 1,539 shares; 2025Q2: 1,606 shares; 2025Q3: 1,272 shares; 2025Q4: 1,207 shares 1,207 $293K 0.01% -65 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 6,600 shares; 2025Q1: 8,400 shares; 2025Q2: 7,900 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares 7,900 $292K 0.01% 0 Timeline IDU 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: 2,897 shares; 2024Q4: 2,880 shares; 2025Q1: 2,643 shares; 2025Q2: 2,686 shares; 2025Q3: 2,692 shares; 2025Q4: 2,692 shares 2,692 $292K 0.01% 0 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $291K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,359 shares; 2025Q1: 1,252 shares; 2025Q2: 1,237 shares; 2025Q3: 1,258 shares; 2025Q4: 1,341 shares 1,341 $291K 0.01% +83 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: 10,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,179 shares; 2025Q4: 29,826 shares 29,826 $291K 0.01% -353 Timeline FVD 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: 9,147 shares; 2024Q4: 8,730 shares; 2025Q1: 8,539 shares; 2025Q2: 9,108 shares; 2025Q3: 6,666 shares; 2025Q4: 6,311 shares 6,311 $291K 0.01% -355 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,555 shares; 2025Q4: 31,170 shares 31,170 $290K 0.01% +8,615 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: 1,110 shares; 2024Q4: 1,115 shares; 2025Q1: 952 shares; 2025Q2: 893 shares; 2025Q3: 425 shares; 2025Q4: 320 shares 320 $290K 0.01% -105 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 8,750 shares; 2025Q3: 4,625 shares; 2025Q4: 4,625 shares 4,625 $290K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,329 shares; 2025Q1: 4,630 shares; 2025Q2: 4,768 shares; 2025Q3: 4,653 shares; 2025Q4: 4,523 shares 4,523 $290K 0.01% -130 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 694 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares 692 $289K 0.01% 0 Timeline VYM 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: 2,894 shares; 2024Q4: 2,941 shares; 2025Q1: 2,304 shares; 2025Q2: 1,538 shares; 2025Q3: 1,510 shares; 2025Q4: 2,011 shares 2,011 $289K 0.01% +501 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 9,811 shares; 2025Q4: 10,305 shares 10,305 $289K 0.01% +494 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: 4,900 shares; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares 4,150 $288K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,625 shares; 2025Q3: 6,979 shares; 2025Q4: 4,017 shares 4,017 $288K 0.01% -2,962 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $288K 0.01% 0 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: 109,346 shares; 2025Q4: 21,400 shares 21,400 $287K 0.01% -87,946 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: not reported; 2025Q1: 925 shares; 2025Q2: 1,000 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $286K 0.01% 0 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: 4,590 shares; 2024Q4: 5,067 shares; 2025Q1: 5,667 shares; 2025Q2: 4,119 shares; 2025Q3: 4,120 shares; 2025Q4: 3,846 shares 3,846 $286K 0.01% -274 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: not reported; 2025Q1: not reported; 2025Q2: 3,914 shares; 2025Q3: 4,541 shares; 2025Q4: 4,108 shares 4,108 $286K 0.01% -433 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: 3,372 shares; 2024Q4: 3,372 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,372 shares; 2025Q4: 3,372 shares 3,372 $284K 0.01% 0 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,899 shares; 2025Q3: 20,899 shares; 2025Q4: 20,899 shares 20,899 $284K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 943 shares; 2025Q1: 978 shares; 2025Q2: 979 shares; 2025Q3: 974 shares; 2025Q4: 991 shares 991 $283K 0.01% +17 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 10,153 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,641 shares 12,641 $283K 0.01% new Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,125 shares; 2024Q4: 39,850 shares; 2025Q1: 38,925 shares; 2025Q2: 36,550 shares; 2025Q3: 39,275 shares; 2025Q4: 49,110 shares 49,110 $281K 0.01% +9,835 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: 4,650 shares; 2024Q4: 5,051 shares; 2025Q1: 4,847 shares; 2025Q2: 4,850 shares; 2025Q3: 4,464 shares; 2025Q4: 4,150 shares 4,150 $280K 0.01% -314 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares 951 $279K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,469 shares 12,469 $278K 0.01% new Timeline OEF 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: 760 shares; 2025Q4: 808 shares 808 $277K 0.01% +48 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,089 shares; 2025Q1: 2,089 shares; 2025Q2: 2,089 shares; 2025Q3: 1,819 shares; 2025Q4: 2,262 shares 2,262 $275K 0.01% +443 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 14,475 shares; 2025Q1: 19,175 shares; 2025Q2: 21,125 shares; 2025Q3: 23,050 shares; 2025Q4: 23,350 shares 23,350 $275K 0.01% +300 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: not reported; 2024Q4: 21,060 shares; 2025Q1: 23,677 shares; 2025Q2: 22,980 shares; 2025Q3: not reported; 2025Q4: 15,882 shares 15,882 $275K 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,274 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,484 shares 1,484 $274K 0.01% +275 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,425 shares; 2025Q3: 1,295 shares; 2025Q4: 1,329 shares 1,329 $272K 0.01% +34 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: 5,353 shares; 2024Q4: 4,981 shares; 2025Q1: not reported; 2025Q2: 4,726 shares; 2025Q3: 4,703 shares; 2025Q4: 4,516 shares 4,516 $271K 0.01% -187 Timeline GBIL 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: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $270K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,141 shares; 2025Q1: 2,304 shares; 2025Q2: 2,043 shares; 2025Q3: 2,177 shares; 2025Q4: 2,113 shares 2,113 $270K 0.01% -64 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,060 shares; 2024Q4: 10,255 shares; 2025Q1: 6,404 shares; 2025Q2: 5,580 shares; 2025Q3: 2,821 shares; 2025Q4: 1,430 shares 1,430 $269K 0.01% -1,391 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,130 shares; 2025Q1: 822 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares 761 $269K 0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,547 shares 4,547 $268K 0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,759 shares; 2024Q4: 26,808 shares; 2025Q1: 23,228 shares; 2025Q2: 23,283 shares; 2025Q3: 24,079 shares; 2025Q4: 23,400 shares 23,400 $267K 0.01% -679 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 4,923 shares; 2025Q1: 4,829 shares; 2025Q2: 4,030 shares; 2025Q3: 3,995 shares; 2025Q4: 3,830 shares 3,830 $266K 0.01% -165 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,945 shares; 2025Q4: 6,382 shares 6,382 $266K 0.01% +1,437 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,069 shares; 2024Q4: 21,069 shares; 2025Q1: 15,669 shares; 2025Q2: 15,669 shares; 2025Q3: 15,169 shares; 2025Q4: 14,419 shares 14,419 $266K 0.01% -750 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,527 shares; 2025Q1: 7,495 shares; 2025Q2: 6,479 shares; 2025Q3: 6,479 shares; 2025Q4: 6,479 shares 6,479 $265K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,455 shares; 2025Q3: 5,155 shares; 2025Q4: 5,047 shares 5,047 $265K 0.01% -108 Timeline VFH 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: 2,105 shares; 2024Q4: 2,004 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 1,789 shares; 2025Q4: 1,982 shares 1,982 $265K 0.01% +193 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,790 shares 3,790 $264K 0.01% new Timeline IVW 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: 2,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 2,144 shares 2,144 $264K 0.01% +276 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,499 shares 1,499 $264K 0.01% new Timeline IWS 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: 2,613 shares; 2024Q4: 2,719 shares; 2025Q1: 2,444 shares; 2025Q2: 2,230 shares; 2025Q3: 1,983 shares; 2025Q4: 1,869 shares 1,869 $264K 0.01% -114 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: 2,097 shares 2,097 $263K 0.01% +379 Timeline EBAY EBAY INC. More: the full row for EBAY INC. 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: 6,392 shares; 2025Q2: 6,369 shares; 2025Q3: 6,096 shares; 2025Q4: 3,023 shares 3,023 $263K 0.01% -3,073 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: not reported; 2025Q1: 683 shares; 2025Q2: not reported; 2025Q3: 872 shares; 2025Q4: 1,016 shares 1,016 $263K 0.01% +144 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,700 shares 5,700 $263K 0.01% +500 Timeline GPIQ 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: 4,942 shares 4,942 $261K 0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 3,678 shares; 2025Q3: 3,378 shares; 2025Q4: 2,928 shares 2,928 $261K 0.01% -450 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 631 shares; 2025Q1: 655 shares; 2025Q2: 629 shares; 2025Q3: 562 shares; 2025Q4: 586 shares 586 $261K 0.01% +24 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,571 shares; 2024Q4: 12,989 shares; 2025Q1: 12,890 shares; 2025Q2: 15,306 shares; 2025Q3: 15,306 shares; 2025Q4: 17,015 shares 17,015 $261K 0.01% +1,709 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: 1,313 shares; 2024Q4: 1,428 shares; 2025Q1: 1,675 shares; 2025Q2: 1,353 shares; 2025Q3: 1,013 shares; 2025Q4: 998 shares 998 $261K 0.01% -15 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,651 shares; 2025Q4: 11,797 shares 11,797 $260K 0.01% +2,146 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,400 shares; 2024Q4: 108,400 shares; 2025Q1: 109,900 shares; 2025Q2: 106,900 shares; 2025Q3: 102,900 shares; 2025Q4: 105,400 shares 105,400 $260K 0.01% +2,500 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,906 shares; 2025Q1: 2,674 shares; 2025Q2: 2,686 shares; 2025Q3: 2,647 shares; 2025Q4: 2,430 shares 2,430 $260K 0.01% -217 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,150 shares 5,150 $259K 0.01% +150 Timeline FBCG 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: 5,986 shares; 2025Q1: 5,806 shares; 2025Q2: not reported; 2025Q3: 4,206 shares; 2025Q4: 4,706 shares 4,706 $258K 0.01% +500 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 3,251 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares 3,251 $258K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares 2,445 $257K 0.01% 0 Timeline IWB 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: 653 shares; 2025Q2: 663 shares; 2025Q3: 627 shares; 2025Q4: 687 shares 687 $257K 0.01% +60 Timeline REET 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: 10,249 shares 10,249 $256K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares; 2025Q3: 2,805 shares; 2025Q4: 2,794 shares 2,794 $255K 0.01% -11 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,055 shares; 2025Q4: 3,337 shares 3,337 $255K 0.01% +282 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 3,449 shares; 2025Q1: 3,449 shares; 2025Q2: 2,450 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares 1,972 $255K 0.01% 0 Timeline USD 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: 2,420 shares; 2025Q4: 4,847 shares 4,847 $255K 0.01% +2,427 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,675 shares; 2025Q4: 5,175 shares 5,175 $254K 0.01% -500 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 3,990 shares 3,990 $253K 0.01% +850 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,366 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares; 2025Q4: 2,449 shares 2,449 $253K 0.01% 0 Timeline CBOJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,200 shares; 2025Q4: 10,500 shares 10,500 $253K 0.01% +300 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: 4,392 shares; 2024Q4: 4,392 shares; 2025Q1: 3,893 shares; 2025Q2: 4,035 shares; 2025Q3: 3,983 shares; 2025Q4: 3,984 shares 3,984 $251K 0.01% +1 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,626 shares 5,626 $250K 0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,223 shares; 2025Q1: 1,235 shares; 2025Q2: 1,350 shares; 2025Q3: 1,354 shares; 2025Q4: 1,348 shares 1,348 $250K 0.01% -6 Timeline EMXC 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: 4,281 shares; 2024Q4: 7,598 shares; 2025Q1: not reported; 2025Q2: 3,191 shares; 2025Q3: 3,516 shares; 2025Q4: 3,428 shares 3,428 $249K 0.01% -88 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,460 shares; 2025Q3: 14,460 shares; 2025Q4: 21,960 shares 21,960 $249K 0.01% +7,500 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,081 shares; 2025Q1: 5,147 shares; 2025Q2: 4,832 shares; 2025Q3: 4,783 shares; 2025Q4: 4,783 shares 4,783 $247K 0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 840 shares; 2025Q3: 816 shares; 2025Q4: 816 shares 816 $247K 0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 704 shares; 2025Q1: 679 shares; 2025Q2: 678 shares; 2025Q3: 699 shares; 2025Q4: 725 shares 725 $246K 0.01% +26 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: 8,550 shares; 2024Q4: 3,050 shares; 2025Q1: 3,350 shares; 2025Q2: 3,750 shares; 2025Q3: not reported; 2025Q4: 2,200 shares 2,200 $246K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,240 shares 10,240 $246K 0.01% new 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: 6,977 shares; 2024Q4: 8,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,645 shares 6,645 $245K 0.01% new Timeline AMLP 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: 4,931 shares; 2024Q4: 4,934 shares; 2025Q1: 4,688 shares; 2025Q2: 4,692 shares; 2025Q3: 4,696 shares; 2025Q4: 5,201 shares 5,201 $245K 0.01% +505 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,389 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,124 shares; 2025Q4: 2,204 shares 2,204 $243K 0.01% +80 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,574 shares; 2025Q4: 6,375 shares 6,375 $243K 0.01% +801 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 10,470 shares; 2025Q1: 10,470 shares; 2025Q2: not reported; 2025Q3: 6,617 shares; 2025Q4: 6,617 shares 6,617 $242K 0.01% 0 Timeline PAVE 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: 5,354 shares; 2025Q1: 5,338 shares; 2025Q2: 4,796 shares; 2025Q3: 4,796 shares; 2025Q4: 5,052 shares 5,052 $241K 0.01% +256 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: 8,113 shares; 2024Q4: 8,114 shares; 2025Q1: 7,614 shares; 2025Q2: 2,765 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares 2,290 $241K 0.01% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,055 shares; 2025Q2: 12,055 shares; 2025Q3: 13,055 shares; 2025Q4: 18,705 shares 18,705 $241K 0.01% +5,650 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares 9,000 $241K 0.01% new Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,229 shares; 2025Q3: 7,683 shares; 2025Q4: 8,220 shares 8,220 $240K 0.01% +537 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,130 shares 6,130 $239K 0.01% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,234 shares 3,234 $239K 0.01% +34 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,211 shares; 2025Q3: 2,685 shares; 2025Q4: 2,851 shares 2,851 $239K 0.01% +166 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,025 shares; 2025Q1: 3,125 shares; 2025Q2: 3,050 shares; 2025Q3: 3,150 shares; 2025Q4: 2,970 shares 2,970 $239K 0.01% -180 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,476 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,572 shares; 2025Q4: 1,161 shares 1,161 $239K 0.01% -411 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 11,607 shares; 2025Q1: 11,307 shares; 2025Q2: 8,526 shares; 2025Q3: 8,526 shares; 2025Q4: 8,526 shares 8,526 $237K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,237 shares; 2025Q4: 1,487 shares 1,487 $237K 0.01% +250 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,727 shares 1,727 $236K 0.01% new 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: 24,113 shares; 2024Q4: 24,137 shares; 2025Q1: 24,149 shares; 2025Q2: 24,543 shares; 2025Q3: 24,168 shares; 2025Q4: 26,068 shares 26,068 $236K 0.01% +1,900 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,250 shares; 2024Q4: 52,750 shares; 2025Q1: 47,750 shares; 2025Q2: 42,250 shares; 2025Q3: 35,250 shares; 2025Q4: 27,000 shares 27,000 $235K 0.01% -8,250 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,755 shares; 2025Q2: 5,659 shares; 2025Q3: 6,410 shares; 2025Q4: 5,515 shares 5,515 $234K 0.01% -895 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 564 shares; 2025Q4: 553 shares 553 $233K 0.01% -11 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: 26,833 shares; 2024Q4: 27,333 shares; 2025Q1: 27,333 shares; 2025Q2: 28,333 shares; 2025Q3: 27,333 shares; 2025Q4: 30,833 shares 30,833 $232K 0.01% +3,500 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,427 shares; 2025Q4: 1,453 shares 1,453 $231K 0.01% +26 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP 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: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 341 shares 341 $230K 0.01% +44 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,869 shares; 2025Q3: 1,861 shares; 2025Q4: 1,891 shares 1,891 $229K 0.01% +30 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,620 shares 7,620 $229K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,183 shares 1,183 $229K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,496 shares; 2025Q4: 1,584 shares 1,584 $228K 0.01% +88 Timeline JIVE 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: 3,083 shares; 2025Q3: 3,083 shares; 2025Q4: 2,841 shares 2,841 $228K 0.01% -242 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 1,866 shares 1,866 $227K 0.01% 0 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,779 shares; 2024Q4: 14,106 shares; 2025Q1: 6,580 shares; 2025Q2: 5,874 shares; 2025Q3: 5,875 shares; 2025Q4: 5,701 shares 5,701 $227K 0.01% -174 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,088 shares 2,088 $227K 0.01% new Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,875 shares 4,875 $226K 0.01% new Timeline IXJ 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: 2,324 shares; 2024Q4: not reported; 2025Q1: 2,324 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares 2,324 $226K 0.01% 0 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: 6,440 shares; 2024Q4: 6,752 shares; 2025Q1: 5,513 shares; 2025Q2: 4,698 shares; 2025Q3: 4,148 shares; 2025Q4: 3,473 shares 3,473 $226K 0.01% -675 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,400 shares; 2025Q2: 6,700 shares; 2025Q3: 6,950 shares; 2025Q4: 7,150 shares 7,150 $226K 0.01% +200 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 2,050 shares; 2025Q4: 2,067 shares 2,067 $226K 0.01% +17 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 4,449 shares; 2025Q1: 3,973 shares; 2025Q2: 3,177 shares; 2025Q3: 3,003 shares; 2025Q4: 2,444 shares 2,444 $226K 0.01% -559 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: 583 shares; 2025Q4: 503 shares 503 $224K 0.01% -80 XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,078 shares; 2024Q4: 16,729 shares; 2025Q1: 18,229 shares; 2025Q2: 18,229 shares; 2025Q3: 20,229 shares; 2025Q4: 19,229 shares 19,229 $224K 0.01% -1,000 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: 3,142 shares; 2025Q1: 3,077 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,404 shares 2,404 $222K 0.01% -2 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: 1,682 shares; 2024Q4: 1,851 shares; 2025Q1: 2,946 shares; 2025Q2: 2,311 shares; 2025Q3: 1,939 shares; 2025Q4: 1,959 shares 1,959 $221K 0.01% +20 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,050 shares 5,050 $220K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,750 shares; 2024Q4: 56,600 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 13,850 shares; 2025Q4: 13,850 shares 13,850 $220K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 10,827 shares; 2025Q1: 8,386 shares; 2025Q2: 5,885 shares; 2025Q3: 5,521 shares; 2025Q4: 5,216 shares 5,216 $219K 0.01% -305 Timeline KVHI KVH INDS INC More: the full row for KVH INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,868 shares; 2024Q4: 38,368 shares; 2025Q1: 37,368 shares; 2025Q2: 37,368 shares; 2025Q3: 37,018 shares; 2025Q4: 31,268 shares 31,268 $218K 0.01% -5,750 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,230 shares 9,230 $218K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 4,689 shares; 2025Q1: 4,830 shares; 2025Q2: 4,788 shares; 2025Q3: not reported; 2025Q4: 4,546 shares 4,546 $217K 0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,844 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,265 shares; 2025Q4: 3,165 shares 3,165 $216K 0.01% -100 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,619 shares; 2024Q4: 34,417 shares; 2025Q1: 33,593 shares; 2025Q2: 38,849 shares; 2025Q3: 40,569 shares; 2025Q4: 34,179 shares 34,179 $215K 0.01% -6,390 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,225 shares; 2024Q4: 9,975 shares; 2025Q1: 9,975 shares; 2025Q2: 9,975 shares; 2025Q3: 9,975 shares; 2025Q4: 8,975 shares 8,975 $214K 0.01% -1,000 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 1,022 shares; 2025Q1: 776 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: 880 shares 880 $214K 0.01% new 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: 1,257 shares; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,266 shares; 2025Q3: 1,276 shares; 2025Q4: 1,281 shares 1,281 $213K 0.01% +5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,066 shares; 2025Q4: 5,066 shares 5,066 $212K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,782 shares 4,782 $212K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 5,731 shares; 2025Q1: 5,338 shares; 2025Q2: 5,138 shares; 2025Q3: 4,758 shares; 2025Q4: 4,863 shares 4,863 $212K 0.01% +105 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,655 shares; 2025Q1: 2,880 shares; 2025Q2: 2,556 shares; 2025Q3: 2,516 shares; 2025Q4: 2,387 shares 2,387 $212K 0.01% -129 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,534 shares; 2025Q1: not reported; 2025Q2: 1,494 shares; 2025Q3: not reported; 2025Q4: 1,549 shares 1,549 $211K 0.01% new Timeline XMVTX BLACKROCK MUNIVEST FUND II More: the full row for BLACKROCK MUNIVEST FUND II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,673 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 18,500 shares; 2025Q3: 19,100 shares; 2025Q4: 19,500 shares 19,500 $211K 0.01% +400 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 4,442 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares 3,977 $211K 0.01% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,386 shares; 2024Q4: 11,386 shares; 2025Q1: 11,386 shares; 2025Q2: 11,096 shares; 2025Q3: 10,846 shares; 2025Q4: 10,846 shares 10,846 $210K 0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,950 shares; 2024Q4: 13,950 shares; 2025Q1: 13,750 shares; 2025Q2: 19,450 shares; 2025Q3: 19,950 shares; 2025Q4: 19,950 shares 19,950 $208K 0.01% 0 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: 16,725 shares; 2024Q4: 16,954 shares; 2025Q1: 20,036 shares; 2025Q2: 18,148 shares; 2025Q3: 16,247 shares; 2025Q4: 16,383 shares 16,383 $206K 0.01% +136 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,450 shares; 2024Q4: 16,450 shares; 2025Q1: 16,150 shares; 2025Q2: 16,150 shares; 2025Q3: 14,650 shares; 2025Q4: 11,900 shares 11,900 $205K 0.01% -2,750 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,600 shares 13,600 $205K 0.01% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 13,300 shares; 2025Q1: 14,600 shares; 2025Q2: 13,600 shares; 2025Q3: 13,600 shares; 2025Q4: 14,250 shares 14,250 $203K 0.01% +650 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,812 shares 3,812 $202K 0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,231 shares; 2025Q4: 1,159 shares 1,159 $202K 0.01% -72 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980 shares 980 $201K 0.01% new Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,254 shares 2,254 $201K 0.01% new Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,223 shares; 2025Q1: 955 shares; 2025Q2: 956 shares; 2025Q3: not reported; 2025Q4: 707 shares 707 $201K 0.01% new Timeline EEM 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: 4,875 shares; 2024Q4: 5,097 shares; 2025Q1: 4,600 shares; 2025Q2: 4,730 shares; 2025Q3: not reported; 2025Q4: 3,663 shares 3,663 $200K 0.01% new Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: not reported; 2025Q1: 8,600 shares; 2025Q2: 6,900 shares; 2025Q3: not reported; 2025Q4: 5,900 shares 5,900 $200K 0.01% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,750 shares; 2024Q4: 39,000 shares; 2025Q1: 35,500 shares; 2025Q2: 49,750 shares; 2025Q3: 49,750 shares; 2025Q4: 43,250 shares 43,250 $197K 0.01% -6,500 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,931 shares; 2024Q4: 12,540 shares; 2025Q1: 12,351 shares; 2025Q2: 12,361 shares; 2025Q3: 11,869 shares; 2025Q4: 11,881 shares 11,881 $196K 0.01% +12 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,357 shares; 2024Q4: 14,478 shares; 2025Q1: 13,978 shares; 2025Q2: 18,553 shares; 2025Q3: 15,545 shares; 2025Q4: 14,945 shares 14,945 $188K 0.01% -600 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,397 shares; 2024Q4: 17,154 shares; 2025Q1: 23,660 shares; 2025Q2: 19,583 shares; 2025Q3: 16,244 shares; 2025Q4: 15,801 shares 15,801 $185K 0.01% -443 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,131 shares 10,131 $183K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 12,000 shares; 2025Q3: 13,750 shares; 2025Q4: 15,500 shares 15,500 $182K 0.01% +1,750 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,806 shares; 2024Q4: 22,795 shares; 2025Q1: 22,313 shares; 2025Q2: not reported; 2025Q3: 19,400 shares; 2025Q4: 18,319 shares 18,319 $182K 0.01% -1,081 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,990 shares; 2025Q2: 13,485 shares; 2025Q3: 17,132 shares; 2025Q4: 18,655 shares 18,655 $176K 0.01% +1,523 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: 20,064 shares; 2024Q4: 17,430 shares; 2025Q1: 16,020 shares; 2025Q2: 15,020 shares; 2025Q3: 13,462 shares; 2025Q4: 13,962 shares 13,962 $174K 0.01% +500 Timeline NIKL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares 10,650 $168K 0.01% new Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,700 shares; 2024Q4: 209,950 shares; 2025Q1: 217,450 shares; 2025Q2: 212,450 shares; 2025Q3: 211,450 shares; 2025Q4: 183,950 shares 183,950 $167K 0.01% -27,500 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,165 shares; 2025Q1: 17,165 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,600 shares 17,600 $167K 0.01% +600 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: 20,150 shares; 2024Q4: 19,915 shares; 2025Q1: 18,036 shares; 2025Q2: 18,036 shares; 2025Q3: 16,334 shares; 2025Q4: 16,334 shares 16,334 $165K 0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,848 shares 13,848 $165K 0.01% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 10,500 shares 10,500 $158K 0.01% -1,500 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,625 shares; 2024Q4: 33,175 shares; 2025Q1: 33,425 shares; 2025Q2: 32,125 shares; 2025Q3: 26,050 shares; 2025Q4: 24,900 shares 24,900 $156K 0.01% -1,150 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: 12,359 shares; 2024Q4: 12,375 shares; 2025Q1: 12,388 shares; 2025Q2: 12,402 shares; 2025Q3: 12,417 shares; 2025Q4: 11,932 shares 11,932 $152K 0.01% -485 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 15,800 shares; 2025Q1: 15,800 shares; 2025Q2: 15,800 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares 14,900 $150K 0.01% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,853 shares; 2024Q4: 16,954 shares; 2025Q1: 17,095 shares; 2025Q2: 11,449 shares; 2025Q3: 12,218 shares; 2025Q4: 13,838 shares 13,838 $148K 0.01% +1,620 Timeline DLO DLOCAL LTD More: the full row for DLOCAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,305 shares 10,305 $146K 0.01% new Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,732 shares; 2025Q4: 12,410 shares 12,410 $145K 0.01% +678 Timeline MITT TPG MTG INVTS TR INC More: the full row for TPG MTG INVTS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,601 shares; 2025Q4: 16,601 shares 16,601 $141K 0.01% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,750 shares; 2024Q4: 12,750 shares; 2025Q1: 12,750 shares; 2025Q2: 13,344 shares; 2025Q3: 13,344 shares; 2025Q4: 16,679 shares 16,679 $139K 0.01% +3,335 NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,826 shares; 2024Q4: 39,673 shares; 2025Q1: 39,907 shares; 2025Q2: 42,974 shares; 2025Q3: 42,974 shares; 2025Q4: 38,436 shares 38,436 $132K 0.01% -4,538 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,825 shares; 2024Q4: 26,425 shares; 2025Q1: 22,875 shares; 2025Q2: 12,925 shares; 2025Q3: 16,625 shares; 2025Q4: 11,150 shares 11,150 $123K 0.01% -5,475 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN 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: 13,726 shares; 2025Q3: 14,251 shares; 2025Q4: 15,309 shares 15,309 $123K 0.01% +1,058 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,311 shares 10,311 $120K 0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,750 shares; 2024Q4: 35,500 shares; 2025Q1: 35,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 24,500 shares 24,500 $119K 0.01% +4,000 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,634 shares; 2024Q4: 11,090 shares; 2025Q1: 11,064 shares; 2025Q2: 10,585 shares; 2025Q3: not reported; 2025Q4: 10,496 shares 10,496 $118K 0.01% new 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: 11,390 shares; 2024Q4: 10,642 shares; 2025Q1: 14,841 shares; 2025Q2: 10,642 shares; 2025Q3: 10,642 shares; 2025Q4: 10,393 shares 10,393 $117K 0.01% -249 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 11,550 shares; 2025Q1: 10,550 shares; 2025Q2: 10,550 shares; 2025Q3: not reported; 2025Q4: 10,550 shares 10,550 $116K <0.01% new Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,672 shares 14,672 $115K <0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,870 shares; 2025Q2: 44,550 shares; 2025Q3: 28,646 shares; 2025Q4: 27,750 shares 27,750 $113K <0.01% -896 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,756 shares; 2024Q4: 19,756 shares; 2025Q1: 19,256 shares; 2025Q2: 10,395 shares; 2025Q3: 11,400 shares; 2025Q4: 10,205 shares 10,205 $112K <0.01% -1,195 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 19,000 shares; 2025Q3: 21,500 shares; 2025Q4: 18,000 shares 18,000 $111K <0.01% -3,500 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 13,727 shares; 2025Q1: 13,778 shares; 2025Q2: 10,358 shares; 2025Q3: 10,441 shares; 2025Q4: 10,549 shares 10,549 $110K <0.01% +108 Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,500 shares 15,500 $108K <0.01% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,200 shares; 2025Q3: 17,064 shares; 2025Q4: 17,200 shares 17,200 $106K <0.01% +136 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: 12,781 shares; 2024Q4: 14,572 shares; 2025Q1: 13,147 shares; 2025Q2: 12,447 shares; 2025Q3: 11,805 shares; 2025Q4: 10,445 shares 10,445 $104K <0.01% -1,360 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,893 shares; 2024Q4: 16,069 shares; 2025Q1: 11,062 shares; 2025Q2: 10,797 shares; 2025Q3: 10,158 shares; 2025Q4: 10,161 shares 10,161 $98.9K <0.01% +3 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares 10,700 $93.7K <0.01% 0 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,100 shares; 2024Q4: 18,600 shares; 2025Q1: 18,100 shares; 2025Q2: 18,350 shares; 2025Q3: 18,350 shares; 2025Q4: 17,350 shares 17,350 $89.2K <0.01% -1,000 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 15,590 shares; 2025Q1: 15,469 shares; 2025Q2: 15,820 shares; 2025Q3: 22,021 shares; 2025Q4: 22,591 shares 22,591 $86.8K <0.01% +570 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 39,870 shares; 2025Q1: 50,965 shares; 2025Q2: 30,140 shares; 2025Q3: 17,335 shares; 2025Q4: 13,930 shares 13,930 $85.8K <0.01% -3,405 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,370 shares; 2024Q4: 41,634 shares; 2025Q1: 35,999 shares; 2025Q2: 36,017 shares; 2025Q3: 34,434 shares; 2025Q4: 21,060 shares 21,060 $78.3K <0.01% -13,374 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,425 shares; 2024Q4: 26,825 shares; 2025Q1: 23,850 shares; 2025Q2: 27,350 shares; 2025Q3: 17,800 shares; 2025Q4: 18,850 shares 18,850 $77.9K <0.01% +1,050 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,629 shares; 2025Q2: 50,397 shares; 2025Q3: 40,397 shares; 2025Q4: 27,897 shares 27,897 $72.8K <0.01% -12,500 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 11,000 shares; 2025Q4: 10,000 shares 10,000 $65.8K <0.01% -1,000 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: not reported; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares 14,500 $65.4K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,968 shares 14,968 $65.3K <0.01% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $60.3K <0.01% 0 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $52.7K <0.01% 0 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 14,755 shares 14,755 $35.7K <0.01% -4,245 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,820 shares; 2025Q2: 12,820 shares; 2025Q3: 12,820 shares; 2025Q4: 12,820 shares 12,820 $25.3K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $19.7K <0.01% new Timeline STAK STAK INC More: the full row for STAK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $3.99K <0.01% new Timeline