CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,465 shares; 2024Q4: 75,225 shares; 2025Q1: 74,150 shares; 2025Q2: 67,636 shares; 2025Q3: 66,453 shares; 2025Q4: 63,916 shares 63,916 $474K <0.01% -2,537 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL 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: 20,589 shares; 2025Q3: 20,600 shares; 2025Q4: 20,614 shares 20,614 $473K <0.01% +14 Timeline INFL 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: 13,027 shares; 2024Q4: 12,223 shares; 2025Q1: 10,981 shares; 2025Q2: 12,009 shares; 2025Q3: 11,067 shares; 2025Q4: 10,632 shares 10,632 $473K <0.01% -435 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,565 shares; 2024Q4: 27,161 shares; 2025Q1: 28,230 shares; 2025Q2: 30,182 shares; 2025Q3: 30,972 shares; 2025Q4: 29,653 shares 29,653 $473K <0.01% -1,319 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,590 shares; 2025Q1: 5,783 shares; 2025Q2: 2,019 shares; 2025Q3: 4,217 shares; 2025Q4: 4,593 shares 4,593 $473K <0.01% +376 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 11,768 shares; 2025Q1: 11,927 shares; 2025Q2: 11,821 shares; 2025Q3: 9,034 shares; 2025Q4: 9,113 shares 9,113 $472K <0.01% +79 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,108 shares; 2024Q4: 32,542 shares; 2025Q1: 30,246 shares; 2025Q2: 37,554 shares; 2025Q3: 38,244 shares; 2025Q4: 11,951 shares 11,951 $471K <0.01% -26,293 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 9,156 shares; 2025Q1: 25 shares; 2025Q2: 8,831 shares; 2025Q3: 8,104 shares; 2025Q4: 12,543 shares 12,543 $471K <0.01% +4,439 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 942 shares; 2025Q1: 1,318 shares; 2025Q2: 1,137 shares; 2025Q3: 1,291 shares; 2025Q4: 1,938 shares 1,938 $471K <0.01% +647 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,015 shares; 2025Q4: 19,560 shares 19,560 $470K <0.01% +545 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 7,038 shares; 2025Q1: 2,895 shares; 2025Q2: 2,750 shares; 2025Q3: 3,777 shares; 2025Q4: 3,947 shares 3,947 $469K <0.01% +170 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 3,061 shares; 2025Q1: 514 shares; 2025Q2: 2,552 shares; 2025Q3: 2,853 shares; 2025Q4: 3,272 shares 3,272 $469K <0.01% +419 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 2,128 shares; 2025Q1: 1,909 shares; 2025Q2: 1,605 shares; 2025Q3: 1,492 shares; 2025Q4: 1,945 shares 1,945 $468K <0.01% +453 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,880 shares; 2025Q2: not reported; 2025Q3: 5,222 shares; 2025Q4: 4,921 shares 4,921 $468K <0.01% -301 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,782 shares; 2025Q1: 4,583 shares; 2025Q2: 3,407 shares; 2025Q3: 3,166 shares; 2025Q4: 13,336 shares 13,336 $468K <0.01% +10,170 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 3,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,101 shares; 2025Q4: 4,774 shares 4,774 $468K <0.01% -327 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 10,519 shares; 2025Q1: 10,519 shares; 2025Q2: 8,869 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares 10,369 $468K <0.01% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 3,196 shares; 2025Q1: 2,385 shares; 2025Q2: 2,969 shares; 2025Q3: 2,657 shares; 2025Q4: 3,653 shares 3,653 $467K <0.01% +996 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,783 shares; 2024Q4: 48,552 shares; 2025Q1: 41,552 shares; 2025Q2: 37,752 shares; 2025Q3: 60,752 shares; 2025Q4: 77,762 shares 77,762 $467K <0.01% +17,010 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,114 shares; 2024Q4: 18,273 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 4,388 shares 4,388 $467K <0.01% +4,300 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 11,227 shares; 2025Q1: not reported; 2025Q2: 59,598 shares; 2025Q3: 53,646 shares; 2025Q4: 22,868 shares 22,868 $465K <0.01% -30,778 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: 5,688 shares; 2024Q4: 6,014 shares; 2025Q1: 5,316 shares; 2025Q2: 5,440 shares; 2025Q3: 5,781 shares; 2025Q4: 6,001 shares 6,001 $465K <0.01% +220 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 2,833 shares; 2025Q1: 5,124 shares; 2025Q2: 7,774 shares; 2025Q3: 7,506 shares; 2025Q4: 7,158 shares 7,158 $465K <0.01% -348 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,382 shares; 2025Q1: 4,082 shares; 2025Q2: 3,585 shares; 2025Q3: 2,981 shares; 2025Q4: 3,933 shares 3,933 $465K <0.01% +952 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: 8,000 shares; 2024Q4: 7,828 shares; 2025Q1: 4,807 shares; 2025Q2: 5,061 shares; 2025Q3: 5,092 shares; 2025Q4: 4,518 shares 4,518 $464K <0.01% -574 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,370 shares; 2024Q4: 19,974 shares; 2025Q1: 5,983 shares; 2025Q2: not reported; 2025Q3: 5,522 shares; 2025Q4: 7,374 shares 7,374 $464K <0.01% +1,852 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,690 shares; 2025Q3: 6,403 shares; 2025Q4: 6,542 shares 6,542 $464K <0.01% +139 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: 24,801 shares; 2025Q1: 25,761 shares; 2025Q2: 25,444 shares; 2025Q3: 10,961 shares; 2025Q4: 11,136 shares 11,136 $463K <0.01% +175 Timeline MGOV 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: 118,703 shares; 2025Q2: not reported; 2025Q3: 3,488 shares; 2025Q4: 22,572 shares 22,572 $462K <0.01% +19,084 Timeline PFFV 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: 6,436 shares; 2024Q4: 9,680 shares; 2025Q1: 13,200 shares; 2025Q2: 19,545 shares; 2025Q3: 22,162 shares; 2025Q4: 20,746 shares 20,746 $461K <0.01% -1,416 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,327 shares; 2024Q4: 17,307 shares; 2025Q1: 15,463 shares; 2025Q2: 15,563 shares; 2025Q3: 14,122 shares; 2025Q4: 25,012 shares 25,012 $460K <0.01% +10,890 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 7,240 shares 7,240 $460K <0.01% +4,758 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,559 shares; 2025Q1: 6,694 shares; 2025Q2: 11,765 shares; 2025Q3: 11,694 shares; 2025Q4: 12,619 shares 12,619 $459K <0.01% +925 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,835 shares; 2025Q2: 6,525 shares; 2025Q3: 6,433 shares; 2025Q4: 4,818 shares 4,818 $459K <0.01% -1,615 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 1,238 shares; 2025Q4: 2,526 shares 2,526 $458K <0.01% +1,288 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 2,100 shares; 2025Q1: 2,460 shares; 2025Q2: 2,780 shares; 2025Q3: 3,194 shares; 2025Q4: 16,538 shares 16,538 $458K <0.01% +13,344 Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 2,172 shares; 2025Q3: 145 shares; 2025Q4: 7,204 shares 7,204 $457K <0.01% +7,059 Timeline SMMV 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: 36,950 shares; 2024Q4: 29,038 shares; 2025Q1: 19,672 shares; 2025Q2: 15,393 shares; 2025Q3: 11,641 shares; 2025Q4: 10,547 shares 10,547 $457K <0.01% -1,094 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,624 shares; 2024Q4: 11,485 shares; 2025Q1: 6,919 shares; 2025Q2: 6,425 shares; 2025Q3: 6,900 shares; 2025Q4: 1,945 shares 1,945 $456K <0.01% -4,955 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,938 shares; 2025Q1: 1,793 shares; 2025Q2: 1,852 shares; 2025Q3: 2,402 shares; 2025Q4: 2,628 shares 2,628 $455K <0.01% +226 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,787 shares; 2024Q4: 8,544 shares; 2025Q1: 8,936 shares; 2025Q2: 8,972 shares; 2025Q3: 11,815 shares; 2025Q4: 8,902 shares 8,902 $455K <0.01% -2,913 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,011 shares; 2024Q4: 17,112 shares; 2025Q1: 16,774 shares; 2025Q2: 14,888 shares; 2025Q3: 13,129 shares; 2025Q4: 7,768 shares 7,768 $455K <0.01% -5,361 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,025 shares; 2025Q4: 7,750 shares 7,750 $455K <0.01% -1,275 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,441 shares; 2024Q4: 35,795 shares; 2025Q1: 32,895 shares; 2025Q2: 42,760 shares; 2025Q3: 46,208 shares; 2025Q4: 10,073 shares 10,073 $454K <0.01% -36,135 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: 1,396 shares; 2024Q4: 1,928 shares; 2025Q1: 1,829 shares; 2025Q2: 1,011 shares; 2025Q3: 1,624 shares; 2025Q4: 1,338 shares 1,338 $454K <0.01% -286 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 9,417 shares; 2025Q1: 9,717 shares; 2025Q2: 9,312 shares; 2025Q3: 8,779 shares; 2025Q4: 8,487 shares 8,487 $454K <0.01% -292 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 718 shares; 2025Q1: 541 shares; 2025Q2: 10,457 shares; 2025Q3: 10,346 shares; 2025Q4: 12,607 shares 12,607 $454K <0.01% +2,261 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 1,760 shares; 2025Q2: 2,535 shares; 2025Q3: 4,576 shares; 2025Q4: 5,286 shares 5,286 $452K <0.01% +710 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 7,761 shares; 2025Q1: 7,671 shares; 2025Q2: 7,671 shares; 2025Q3: 7,671 shares; 2025Q4: 17,708 shares 17,708 $452K <0.01% +10,037 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT 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: 2,188 shares 2,188 $452K <0.01% new Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,994 shares; 2024Q4: 44,194 shares; 2025Q1: 39,694 shares; 2025Q2: 38,466 shares; 2025Q3: 37,836 shares; 2025Q4: 36,494 shares 36,494 $450K <0.01% -1,342 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 167 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 11,451 shares 11,451 $450K <0.01% +11,083 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,139 shares; 2025Q4: 2,582 shares 2,582 $449K <0.01% -557 Timeline IBIG 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: 15,474 shares; 2025Q4: 17,240 shares 17,240 $449K <0.01% +1,766 Timeline RFM RIVERNORTH FLEXIBLE MUN INCO More: the full row for RIVERNORTH FLEXIBLE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 5,342 shares; 2025Q1: 5,441 shares; 2025Q2: 23,005 shares; 2025Q3: 35,118 shares; 2025Q4: 32,124 shares 32,124 $449K <0.01% -2,994 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 10,107 shares; 2025Q1: 10,198 shares; 2025Q2: 10,198 shares; 2025Q3: 10,180 shares; 2025Q4: 10,162 shares 10,162 $448K <0.01% -18 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,621 shares 11,621 $448K <0.01% new Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,115 shares; 2025Q3: 200 shares; 2025Q4: 17,783 shares 17,783 $448K <0.01% +17,583 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,704 shares; 2024Q4: 28,226 shares; 2025Q1: 28,238 shares; 2025Q2: 26,956 shares; 2025Q3: 42,698 shares; 2025Q4: 42,723 shares 42,723 $446K <0.01% +25 CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,774 shares; 2025Q1: 2,981 shares; 2025Q2: 3,005 shares; 2025Q3: 3,000 shares; 2025Q4: 14,703 shares 14,703 $445K <0.01% +11,703 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: 76,238 shares; 2024Q4: 86,577 shares; 2025Q1: 29,607 shares; 2025Q2: 11,656 shares; 2025Q3: 11,298 shares; 2025Q4: 10,536 shares 10,536 $442K <0.01% -762 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 6,503 shares; 2025Q1: 6,907 shares; 2025Q2: 7,222 shares; 2025Q3: 7,458 shares; 2025Q4: 7,156 shares 7,156 $442K <0.01% -302 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 8,979 shares; 2025Q3: 8,959 shares; 2025Q4: 8,356 shares 8,356 $440K <0.01% -603 Timeline DWAS 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: 466 shares; 2024Q4: 4,362 shares; 2025Q1: 4,125 shares; 2025Q2: 3,390 shares; 2025Q3: 3,312 shares; 2025Q4: 4,551 shares 4,551 $440K <0.01% +1,239 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 3,232 shares; 2025Q1: 1,722 shares; 2025Q2: 2,177 shares; 2025Q3: 1,842 shares; 2025Q4: 1,716 shares 1,716 $440K <0.01% -126 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,929 shares; 2024Q4: 18,868 shares; 2025Q1: 20,568 shares; 2025Q2: 20,568 shares; 2025Q3: 18,868 shares; 2025Q4: 18,868 shares 18,868 $440K <0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 641 shares; 2025Q2: 733 shares; 2025Q3: 776 shares; 2025Q4: 760 shares 760 $439K <0.01% -16 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 91,756 shares; 2025Q4: 22,669 shares 22,669 $439K <0.01% -69,087 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,330 shares; 2024Q4: 17,442 shares; 2025Q1: 16,871 shares; 2025Q2: 18,597 shares; 2025Q3: 8,631 shares; 2025Q4: 8,680 shares 8,680 $438K <0.01% +49 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,845 shares; 2025Q4: 4,654 shares 4,654 $438K <0.01% -191 Timeline ISWN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,550 shares; 2025Q3: 25,375 shares; 2025Q4: 20,375 shares 20,375 $438K <0.01% -5,000 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,669 shares; 2025Q1: 3,950 shares; 2025Q2: 3,692 shares; 2025Q3: 5,731 shares; 2025Q4: 5,570 shares 5,570 $437K <0.01% -161 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,251 shares; 2025Q1: 3,251 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares 3,251 $436K <0.01% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 7,289 shares; 2025Q1: 9,135 shares; 2025Q2: 9,141 shares; 2025Q3: 10,375 shares; 2025Q4: 10,047 shares 10,047 $435K <0.01% -328 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 7,820 shares; 2025Q3: 5,621 shares; 2025Q4: 8,644 shares 8,644 $435K <0.01% +3,023 Timeline JMOM 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: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 6,384 shares 6,384 $435K <0.01% +5,891 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,411 shares; 2025Q3: 12,386 shares; 2025Q4: 12,319 shares 12,319 $435K <0.01% -67 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 14,951 shares; 2025Q1: 17,952 shares; 2025Q2: 18,336 shares; 2025Q3: 15,292 shares; 2025Q4: 14,926 shares 14,926 $435K <0.01% -366 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,150 shares; 2025Q3: 3,200 shares; 2025Q4: 44,308 shares 44,308 $432K <0.01% +41,108 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,664 shares; 2025Q4: 12,939 shares 12,939 $431K <0.01% +275 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175,644 shares; 2025Q1: 210,319 shares; 2025Q2: 223,485 shares; 2025Q3: 197,641 shares; 2025Q4: 18,053 shares 18,053 $430K <0.01% -179,588 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: 4,020 shares; 2024Q4: 4,137 shares; 2025Q1: 3,986 shares; 2025Q2: 4,034 shares; 2025Q3: 4,092 shares; 2025Q4: 4,073 shares 4,073 $429K <0.01% -19 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 24 shares; 2025Q1: 1,455 shares; 2025Q2: 100 shares; 2025Q3: 54 shares; 2025Q4: 509 shares 509 $429K <0.01% +455 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,444 shares; 2024Q4: 27,794 shares; 2025Q1: 30,469 shares; 2025Q2: 30,677 shares; 2025Q3: 43,592 shares; 2025Q4: 41,038 shares 41,038 $428K <0.01% -2,554 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 6,426 shares; 2025Q4: 6,542 shares 6,542 $428K <0.01% +116 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,339 shares; 2025Q1: 1,342 shares; 2025Q2: 1,354 shares; 2025Q3: 1,310 shares; 2025Q4: 1,302 shares 1,302 $428K <0.01% -8 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 199 shares; 2025Q1: 276 shares; 2025Q2: 279 shares; 2025Q3: 282 shares; 2025Q4: 12,824 shares 12,824 $427K <0.01% +12,542 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: 33,646 shares; 2024Q4: 28,962 shares; 2025Q1: 24,470 shares; 2025Q2: 25,163 shares; 2025Q3: 32,863 shares; 2025Q4: 47,057 shares 47,057 $426K <0.01% +14,194 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,804 shares; 2024Q4: 10,494 shares; 2025Q1: 10,642 shares; 2025Q2: 9,550 shares; 2025Q3: 9,627 shares; 2025Q4: 9,547 shares 9,547 $426K <0.01% -80 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 967 shares; 2025Q2: 1,077 shares; 2025Q3: 2,876 shares; 2025Q4: 1,669 shares 1,669 $426K <0.01% -1,207 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: 3,627 shares; 2024Q4: 9,174 shares; 2025Q1: 6,095 shares; 2025Q2: 5,809 shares; 2025Q3: 5,166 shares; 2025Q4: 4,723 shares 4,723 $425K <0.01% -443 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares 2,659 $425K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 747 shares; 2025Q1: 715 shares; 2025Q2: 696 shares; 2025Q3: 663 shares; 2025Q4: 3,112 shares 3,112 $424K <0.01% +2,449 Timeline FOR FORESTAR GROUP INC More: the full row for FORESTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 4,829 shares; 2025Q2: 3,940 shares; 2025Q3: 3,674 shares; 2025Q4: 17,166 shares 17,166 $423K <0.01% +13,492 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 10,371 shares; 2025Q3: 10,340 shares; 2025Q4: 10,597 shares 10,597 $423K <0.01% +257 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 9,551 shares; 2025Q1: 7,021 shares; 2025Q2: 11,513 shares; 2025Q3: 5,283 shares; 2025Q4: 5,301 shares 5,301 $422K <0.01% +18 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 7,593 shares; 2025Q4: 8,351 shares 8,351 $422K <0.01% +758 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,870 shares; 2024Q4: 34,520 shares; 2025Q1: 57,876 shares; 2025Q2: 42,734 shares; 2025Q3: 39,954 shares; 2025Q4: 28,898 shares 28,898 $420K <0.01% -11,056 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 1,580 shares; 2025Q2: 3,505 shares; 2025Q3: 5,030 shares; 2025Q4: 40,763 shares 40,763 $418K <0.01% +35,733 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,253 shares; 2025Q1: 3,279 shares; 2025Q2: 3,298 shares; 2025Q3: 10,585 shares; 2025Q4: 10,849 shares 10,849 $417K <0.01% +264 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: 4,328 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 5,517 shares; 2025Q4: 4,111 shares 4,111 $416K <0.01% -1,406 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,485 shares; 2024Q4: 14,696 shares; 2025Q1: 10,940 shares; 2025Q2: 8,110 shares; 2025Q3: 7,899 shares; 2025Q4: 6,402 shares 6,402 $415K <0.01% -1,497 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 3,472 shares; 2025Q1: 3,893 shares; 2025Q2: 3,697 shares; 2025Q3: 3,696 shares; 2025Q4: 11,367 shares 11,367 $415K <0.01% +7,671 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: 6,293 shares; 2024Q4: 9,686 shares; 2025Q1: 6,239 shares; 2025Q2: 6,398 shares; 2025Q3: 6,494 shares; 2025Q4: 8,683 shares 8,683 $415K <0.01% +2,189 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL 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: 9,551 shares 9,551 $414K <0.01% new Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 23,823 shares 23,823 $414K <0.01% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,611 shares; 2024Q4: 9,091 shares; 2025Q1: 9,966 shares; 2025Q2: 9,091 shares; 2025Q3: 8,491 shares; 2025Q4: 8,241 shares 8,241 $411K <0.01% -250 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 8,876 shares; 2025Q1: 8,843 shares; 2025Q2: 7,651 shares; 2025Q3: 7,251 shares; 2025Q4: 7,508 shares 7,508 $410K <0.01% +257 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 89 shares; 2025Q3: 6,367 shares; 2025Q4: 5,174 shares 5,174 $410K <0.01% -1,193 Timeline NCSM NCS MULTISTAGE HLDGS INC More: the full row for NCS MULTISTAGE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 278 shares; 2025Q1: 211 shares; 2025Q2: 8,175 shares; 2025Q3: 7,087 shares; 2025Q4: 10,383 shares 10,383 $410K <0.01% +3,296 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,240 shares; 2024Q4: 26,740 shares; 2025Q1: 26,740 shares; 2025Q2: 26,740 shares; 2025Q3: 27,040 shares; 2025Q4: 26,840 shares 26,840 $409K <0.01% -200 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,155 shares; 2025Q4: 2,224 shares 2,224 $409K <0.01% +69 Timeline LTTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,230 shares 21,230 $409K <0.01% new Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 2,706 shares 2,706 $408K <0.01% +2,686 Timeline ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,084 shares 8,084 $407K <0.01% new WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 145 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 196 shares 196 $407K <0.01% +26 Timeline KMDA KAMADA LTD More: the full row for KAMADA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,236 shares; 2024Q4: 23,496 shares; 2025Q1: 51,661 shares; 2025Q2: 50,543 shares; 2025Q3: 52,668 shares; 2025Q4: 57,538 shares 57,538 $406K <0.01% +4,870 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 120 shares; 2025Q2: 14,408 shares; 2025Q3: 50 shares; 2025Q4: 6,631 shares 6,631 $406K <0.01% +6,581 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 1,755 shares; 2025Q4: 2,636 shares 2,636 $406K <0.01% +881 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,175 shares; 2025Q1: 13,174 shares; 2025Q2: 12,654 shares; 2025Q3: 12,984 shares; 2025Q4: 13,357 shares 13,357 $405K <0.01% +373 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 5,222 shares; 2025Q1: 5,223 shares; 2025Q2: 14,331 shares; 2025Q3: 14,335 shares; 2025Q4: 16,049 shares 16,049 $404K <0.01% +1,714 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 700 shares; 2025Q1: 954 shares; 2025Q2: 965 shares; 2025Q3: 11,013 shares; 2025Q4: 18,158 shares 18,158 $403K <0.01% +7,145 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: 2,272 shares; 2024Q4: 2,418 shares; 2025Q1: 3,272 shares; 2025Q2: 2,275 shares; 2025Q3: 2,084 shares; 2025Q4: 2,514 shares 2,514 $400K <0.01% +430 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,170 shares; 2025Q1: 2,173 shares; 2025Q2: 7,088 shares; 2025Q3: 7,080 shares; 2025Q4: 7,628 shares 7,628 $400K <0.01% +548 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS 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: 540 shares; 2025Q2: 1,999 shares; 2025Q3: 1,902 shares; 2025Q4: 11,022 shares 11,022 $399K <0.01% +9,120 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,916 shares; 2025Q1: 1,844 shares; 2025Q2: 1,846 shares; 2025Q3: 5,097 shares; 2025Q4: 5,847 shares 5,847 $399K <0.01% +750 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 9,935 shares; 2025Q1: 9,935 shares; 2025Q2: 15,123 shares; 2025Q3: 11,092 shares; 2025Q4: 10,071 shares 10,071 $399K <0.01% -1,021 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,900 shares; 2024Q4: 195,800 shares; 2025Q1: 179,750 shares; 2025Q2: 153,250 shares; 2025Q3: 140,600 shares; 2025Q4: 131,300 shares 131,300 $397K <0.01% -9,300 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 6,348 shares; 2025Q1: 6,393 shares; 2025Q2: 2,593 shares; 2025Q3: 2,527 shares; 2025Q4: 3,142 shares 3,142 $397K <0.01% +615 Timeline XPGPX PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,837 shares; 2024Q4: 47,437 shares; 2025Q1: 46,737 shares; 2025Q2: 46,737 shares; 2025Q3: 44,937 shares; 2025Q4: 43,337 shares 43,337 $396K <0.01% -1,600 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,184 shares; 2024Q4: 22,979 shares; 2025Q1: 59,626 shares; 2025Q2: 110,874 shares; 2025Q3: 31,507 shares; 2025Q4: 29,809 shares 29,809 $395K <0.01% -1,698 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 613 shares; 2025Q4: 7,894 shares 7,894 $395K <0.01% +7,281 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,039 shares; 2025Q4: 13,604 shares 13,604 $395K <0.01% +1,565 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 17,992 shares; 2025Q1: 18,148 shares; 2025Q2: 18,991 shares; 2025Q3: 19,355 shares; 2025Q4: 20,545 shares 20,545 $394K <0.01% +1,190 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,105 shares; 2024Q4: 27,336 shares; 2025Q1: 23,876 shares; 2025Q2: 37,181 shares; 2025Q3: 39,563 shares; 2025Q4: 49,824 shares 49,824 $394K <0.01% +10,261 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,641 shares; 2025Q1: 4,419 shares; 2025Q2: 2,362 shares; 2025Q3: 1,832 shares; 2025Q4: 6,711 shares 6,711 $393K <0.01% +4,879 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 319 shares; 2025Q1: 257 shares; 2025Q2: 1,593 shares; 2025Q3: 1,986 shares; 2025Q4: 2,517 shares 2,517 $393K <0.01% +531 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: 1,145 shares; 2024Q4: 1,248 shares; 2025Q1: 1,181 shares; 2025Q2: 1,243 shares; 2025Q3: 1,310 shares; 2025Q4: 1,336 shares 1,336 $392K <0.01% +26 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,621 shares; 2025Q2: 196 shares; 2025Q3: 4,822 shares; 2025Q4: 4,938 shares 4,938 $391K <0.01% +116 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,041 shares 50,041 $390K <0.01% new Timeline RRBI RED RIVER BANCSHARES INC More: the full row for RED RIVER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares; 2025Q3: 5,419 shares; 2025Q4: 5,462 shares 5,462 $390K <0.01% +43 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 977 shares; 2025Q1: 11,704 shares; 2025Q2: 605 shares; 2025Q3: 1,161 shares; 2025Q4: 7,342 shares 7,342 $390K <0.01% +6,181 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 8,000 shares; 2025Q3: 15,432 shares; 2025Q4: 15,290 shares 15,290 $390K <0.01% -142 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 1,007 shares; 2025Q4: 4,278 shares 4,278 $389K <0.01% +3,271 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE 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: 509 shares; 2025Q3: 17,551 shares; 2025Q4: 20,199 shares 20,199 $389K <0.01% +2,648 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 3,431 shares; 2025Q1: 52,521 shares; 2025Q2: 3,878 shares; 2025Q3: 3,820 shares; 2025Q4: 3,882 shares 3,882 $389K <0.01% +62 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,766 shares; 2024Q4: 24,475 shares; 2025Q1: 12,793 shares; 2025Q2: 12,678 shares; 2025Q3: 20,400 shares; 2025Q4: 20,400 shares 20,400 $386K <0.01% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 86,887 shares; 2025Q1: 99,933 shares; 2025Q2: 42,073 shares; 2025Q3: 44,522 shares; 2025Q4: 8,156 shares 8,156 $386K <0.01% -36,366 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 4,585 shares; 2025Q1: 3,993 shares; 2025Q2: 6,546 shares; 2025Q3: 5,558 shares; 2025Q4: 4,570 shares 4,570 $385K <0.01% -988 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 14,169 shares; 2025Q4: 15,977 shares 15,977 $385K <0.01% +1,808 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 497 shares; 2025Q1: 723 shares; 2025Q2: 8,010 shares; 2025Q3: 12,607 shares; 2025Q4: 12,702 shares 12,702 $384K <0.01% +95 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,798 shares; 2025Q1: 2,448 shares; 2025Q2: 2,448 shares; 2025Q3: 23,176 shares; 2025Q4: 42,612 shares 42,612 $384K <0.01% +19,436 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,109 shares; 2024Q4: 30,364 shares; 2025Q1: 29,464 shares; 2025Q2: 26,908 shares; 2025Q3: 28,219 shares; 2025Q4: 28,176 shares 28,176 $383K <0.01% -43 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,975 shares; 2024Q4: 24,984 shares; 2025Q1: 27,650 shares; 2025Q2: 29,779 shares; 2025Q3: 30,214 shares; 2025Q4: 29,395 shares 29,395 $383K <0.01% -819 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: 1,000 shares; 2024Q4: 30 shares; 2025Q1: 1,655 shares; 2025Q2: 5,401 shares; 2025Q3: 6,970 shares; 2025Q4: 6,320 shares 6,320 $382K <0.01% -650 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: 249 shares; 2025Q2: 5,141 shares; 2025Q3: 4,681 shares; 2025Q4: 4,658 shares 4,658 $380K <0.01% -23 Timeline DAPP 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: 38,749 shares; 2024Q4: 33,973 shares; 2025Q1: 33,352 shares; 2025Q2: 26,087 shares; 2025Q3: 25,087 shares; 2025Q4: 22,972 shares 22,972 $380K <0.01% -2,115 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 1,704 shares; 2025Q3: 1,615 shares; 2025Q4: 7,831 shares 7,831 $379K <0.01% +6,216 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: 14,000 shares; 2025Q2: 17,750 shares; 2025Q3: 17,750 shares; 2025Q4: 15,750 shares 15,750 $379K <0.01% -2,000 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 1,200 shares; 2025Q1: 1,650 shares; 2025Q2: 1,500 shares; 2025Q3: 2,350 shares; 2025Q4: 17,365 shares 17,365 $378K <0.01% +15,015 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 2,208 shares; 2025Q3: 2,307 shares; 2025Q4: 2,650 shares 2,650 $378K <0.01% +343 Timeline DMAR 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: 14,628 shares; 2024Q4: 13,039 shares; 2025Q1: 13,841 shares; 2025Q2: 15,165 shares; 2025Q3: 9,355 shares; 2025Q4: 9,065 shares 9,065 $378K <0.01% -290 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 5,732 shares 5,732 $377K <0.01% +5,315 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 83 shares; 2025Q2: 87 shares; 2025Q3: 2,772 shares; 2025Q4: 5,002 shares 5,002 $377K <0.01% +2,230 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 1,121 shares 1,121 $377K <0.01% +990 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,600 shares; 2024Q4: 51,400 shares; 2025Q1: 49,900 shares; 2025Q2: 48,100 shares; 2025Q3: 47,100 shares; 2025Q4: 45,000 shares 45,000 $377K <0.01% -2,100 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,161 shares 11,161 $376K <0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,581 shares; 2024Q4: 8,397 shares; 2025Q1: 9,254 shares; 2025Q2: 14,472 shares; 2025Q3: 7,191 shares; 2025Q4: 5,746 shares 5,746 $374K <0.01% -1,445 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 250 shares; 2025Q4: 8,710 shares 8,710 $373K <0.01% +8,460 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 2,693 shares; 2025Q1: 125 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 4,548 shares 4,548 $373K <0.01% +4,419 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,957 shares; 2024Q4: 21,712 shares; 2025Q1: 21,292 shares; 2025Q2: 19,259 shares; 2025Q3: 26,555 shares; 2025Q4: 36,996 shares 36,996 $371K <0.01% +10,441 TERN TERNS PHARMACEUTICALS INC More: the full row for TERNS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 9,173 shares 9,173 $371K <0.01% +6,475 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 17,544 shares; 2025Q1: 8,307 shares; 2025Q2: 6,925 shares; 2025Q3: 6,547 shares; 2025Q4: 7,900 shares 7,900 $369K <0.01% +1,353 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 548 shares; 2025Q2: 540 shares; 2025Q3: 538 shares; 2025Q4: 2,556 shares 2,556 $367K <0.01% +2,018 Timeline BCV BANCROFT FD LTD More: the full row for BANCROFT FD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,249 shares; 2024Q4: 19,300 shares; 2025Q1: 19,300 shares; 2025Q2: 17,800 shares; 2025Q3: 17,000 shares; 2025Q4: 16,600 shares 16,600 $367K <0.01% -400 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 4,179 shares; 2025Q1: 3,972 shares; 2025Q2: 3,151 shares; 2025Q3: 2,789 shares; 2025Q4: 2,956 shares 2,956 $367K <0.01% +167 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: 842 shares; 2024Q4: 936 shares; 2025Q1: 993 shares; 2025Q2: 971 shares; 2025Q3: 1,137 shares; 2025Q4: 8,752 shares 8,752 $367K <0.01% +7,615 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,946 shares; 2024Q4: 7,098 shares; 2025Q1: 7,842 shares; 2025Q2: 7,327 shares; 2025Q3: 7,133 shares; 2025Q4: 7,997 shares 7,997 $366K <0.01% +864 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,570 shares 14,570 $366K <0.01% new Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 5,509 shares; 2025Q1: 5,460 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 4,997 shares 4,997 $366K <0.01% -413 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,806 shares; 2024Q4: 39,406 shares; 2025Q1: 36,706 shares; 2025Q2: 32,406 shares; 2025Q3: 16,076 shares; 2025Q4: 59,220 shares 59,220 $365K <0.01% +43,144 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 7,943 shares; 2025Q1: 7,076 shares; 2025Q2: 5,549 shares; 2025Q3: 5,549 shares; 2025Q4: 5,462 shares 5,462 $365K <0.01% -87 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,690 shares; 2024Q4: 30,081 shares; 2025Q1: 21,405 shares; 2025Q2: 26,979 shares; 2025Q3: 37,740 shares; 2025Q4: 25,780 shares 25,780 $365K <0.01% -11,960 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,510 shares; 2024Q4: 17,060 shares; 2025Q1: 9,714 shares; 2025Q2: 9,590 shares; 2025Q3: 9,840 shares; 2025Q4: 10,240 shares 10,240 $364K <0.01% +400 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,279 shares; 2024Q4: 11,964 shares; 2025Q1: 16,740 shares; 2025Q2: 17,650 shares; 2025Q3: 18,109 shares; 2025Q4: 18,460 shares 18,460 $361K <0.01% +351 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,352 shares; 2025Q3: 12,352 shares; 2025Q4: 12,352 shares 12,352 $361K <0.01% 0 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,660 shares 12,660 $361K <0.01% new Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 8,200 shares; 2025Q2: 9,270 shares; 2025Q3: 7,574 shares; 2025Q4: 6,861 shares 6,861 $361K <0.01% -713 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 11,951 shares; 2025Q3: not reported; 2025Q4: 42,970 shares 42,970 $361K <0.01% new Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,091 shares; 2025Q3: 12,095 shares; 2025Q4: 11,855 shares 11,855 $360K <0.01% -240 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 13,036 shares; 2025Q2: 15,048 shares; 2025Q3: 18,584 shares; 2025Q4: 19,079 shares 19,079 $360K <0.01% +495 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 58 shares; 2025Q2: 59 shares; 2025Q3: 21 shares; 2025Q4: 2,617 shares 2,617 $359K <0.01% +2,596 Timeline IZEA IZEA WORLDWIDE INC More: the full row for IZEA WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,520 shares; 2025Q4: 81,736 shares 81,736 $358K <0.01% +79,216 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: 23 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 49 shares 49 $357K <0.01% +48 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,263 shares; 2025Q4: 13,223 shares 13,223 $357K <0.01% +10,960 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: 6,373 shares; 2024Q4: 2,297 shares; 2025Q1: 2,439 shares; 2025Q2: 2,676 shares; 2025Q3: 2,749 shares; 2025Q4: 2,618 shares 2,618 $357K <0.01% -131 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,350 shares; 2025Q2: 2,358 shares; 2025Q3: 2,194 shares; 2025Q4: 2,207 shares 2,207 $357K <0.01% +13 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 506 shares; 2025Q4: 9,531 shares 9,531 $356K <0.01% +9,025 Timeline TACT TRANSACT TECHNOLOGIES INC More: the full row for TRANSACT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,460 shares; 2025Q4: 88,782 shares 88,782 $355K <0.01% +35,322 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: 1,546 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 12,972 shares; 2025Q3: 14,787 shares; 2025Q4: 27,748 shares 27,748 $354K <0.01% +12,961 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,144 shares 9,144 $353K <0.01% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,395 shares; 2025Q4: 6,006 shares 6,006 $352K <0.01% -3,389 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 5,092 shares; 2025Q4: 5,124 shares 5,124 $352K <0.01% +32 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,599 shares; 2024Q4: 32,740 shares; 2025Q1: 31,311 shares; 2025Q2: 30,132 shares; 2025Q3: 27,505 shares; 2025Q4: 16,993 shares 16,993 $350K <0.01% -10,512 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 2,916 shares; 2025Q1: 3,242 shares; 2025Q2: 2,843 shares; 2025Q3: 3,399 shares; 2025Q4: 2,948 shares 2,948 $350K <0.01% -451 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,148 shares; 2025Q1: 3,086 shares; 2025Q2: 3,089 shares; 2025Q3: 3,057 shares; 2025Q4: 2,938 shares 2,938 $350K <0.01% -119 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,630 shares 4,630 $349K <0.01% new Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,044 shares; 2024Q4: 13,109 shares; 2025Q1: 13,953 shares; 2025Q2: 14,985 shares; 2025Q3: 13,173 shares; 2025Q4: 13,600 shares 13,600 $349K <0.01% +427 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,139 shares; 2025Q1: 6,533 shares; 2025Q2: 11,902 shares; 2025Q3: 11,742 shares; 2025Q4: 11,026 shares 11,026 $349K <0.01% -716 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,416 shares; 2024Q4: 5,413 shares; 2025Q1: 5,013 shares; 2025Q2: 5,415 shares; 2025Q3: 5,121 shares; 2025Q4: 5,267 shares 5,267 $348K <0.01% +146 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS 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: 10,960 shares; 2025Q4: 11,321 shares 11,321 $347K <0.01% +361 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,203 shares; 2024Q4: 36,681 shares; 2025Q1: 64,613 shares; 2025Q2: 30,284 shares; 2025Q3: 22,392 shares; 2025Q4: 6,139 shares 6,139 $346K <0.01% -16,253 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 711 shares; 2025Q1: 686 shares; 2025Q2: 1,111 shares; 2025Q3: 1,626 shares; 2025Q4: 1,658 shares 1,658 $346K <0.01% +32 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,280 shares; 2024Q4: 8,890 shares; 2025Q1: 9,687 shares; 2025Q2: 8,884 shares; 2025Q3: 11,784 shares; 2025Q4: 3,136 shares 3,136 $346K <0.01% -8,648 Timeline ADUR ADURO CLEAN TECHNOLOGIES INC More: the full row for ADURO CLEAN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 21,100 shares; 2025Q3: 31,740 shares; 2025Q4: 33,344 shares 33,344 $345K <0.01% +1,604 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,293 shares; 2024Q4: 19,613 shares; 2025Q1: 19,352 shares; 2025Q2: 19,314 shares; 2025Q3: 29,216 shares; 2025Q4: 35,496 shares 35,496 $345K <0.01% +6,280 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 1,382 shares; 2025Q1: 1,385 shares; 2025Q2: 1,404 shares; 2025Q3: 4,212 shares; 2025Q4: 4,199 shares 4,199 $345K <0.01% -13 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 3,604 shares; 2025Q1: 5,384 shares; 2025Q2: 5,255 shares; 2025Q3: 4,937 shares; 2025Q4: 11,890 shares 11,890 $344K <0.01% +6,953 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,271 shares; 2025Q1: 2,271 shares; 2025Q2: 2,271 shares; 2025Q3: 2,271 shares; 2025Q4: 14,895 shares 14,895 $343K <0.01% +12,624 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 49 shares; 2025Q2: 2,800 shares; 2025Q3: 3,140 shares; 2025Q4: 2,640 shares 2,640 $343K <0.01% -500 Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 983 shares; 2025Q2: 11,407 shares; 2025Q3: 11,059 shares; 2025Q4: 11,657 shares 11,657 $342K <0.01% +598 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,858 shares; 2024Q4: 48,104 shares; 2025Q1: 31,616 shares; 2025Q2: 23,476 shares; 2025Q3: 23,725 shares; 2025Q4: 25,873 shares 25,873 $342K <0.01% +2,148 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 5,258 shares; 2025Q1: 3,047 shares; 2025Q2: 679 shares; 2025Q3: 2,226 shares; 2025Q4: 2,124 shares 2,124 $342K <0.01% -102 Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 17,747 shares; 2025Q1: 15,782 shares; 2025Q2: 13,262 shares; 2025Q3: 12,685 shares; 2025Q4: 13,394 shares 13,394 $341K <0.01% +709 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,916 shares; 2024Q4: 22,715 shares; 2025Q1: 32,500 shares; 2025Q2: 34,190 shares; 2025Q3: 26,882 shares; 2025Q4: 20,226 shares 20,226 $339K <0.01% -6,656 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 8,000 shares; 2025Q4: 7,800 shares 7,800 $339K <0.01% -200 Timeline CLST CATALYST BANCORP INC More: the full row for CATALYST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares 21,500 $339K <0.01% 0 Timeline VRP 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: 14,155 shares; 2025Q1: 16,791 shares; 2025Q2: 19,496 shares; 2025Q3: 18,568 shares; 2025Q4: 13,916 shares 13,916 $339K <0.01% -4,652 Timeline RSPD 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: 89,762 shares; 2024Q4: 89,762 shares; 2025Q1: 87,861 shares; 2025Q2: 6,006 shares; 2025Q3: 5,934 shares; 2025Q4: 5,934 shares 5,934 $338K <0.01% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 2,165 shares 2,165 $337K <0.01% +2,144 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,760 shares; 2025Q3: 19,787 shares; 2025Q4: 21,142 shares 21,142 $336K <0.01% +1,355 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,650 shares; 2024Q4: 12,279 shares; 2025Q1: 19,828 shares; 2025Q2: 26,665 shares; 2025Q3: 28,629 shares; 2025Q4: 17,659 shares 17,659 $336K <0.01% -10,970 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares 7,200 $336K <0.01% 0 Timeline XBTAX BLACKROCK LNG-TRM MUNI ADV More: the full row for BLACKROCK LNG-TRM MUNI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,047 shares; 2024Q4: 64,293 shares; 2025Q1: 65,678 shares; 2025Q2: 63,578 shares; 2025Q3: 52,754 shares; 2025Q4: 36,161 shares 36,161 $336K <0.01% -16,593 Timeline XSLV 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: 7,801 shares; 2024Q4: 7,826 shares; 2025Q1: 7,826 shares; 2025Q2: 7,841 shares; 2025Q3: 7,408 shares; 2025Q4: 7,226 shares 7,226 $335K <0.01% -182 Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,565 shares; 2025Q4: 47,706 shares 47,706 $335K <0.01% +13,141 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 4,287 shares; 2025Q1: 3,957 shares; 2025Q2: 3,957 shares; 2025Q3: 3,957 shares; 2025Q4: 8,057 shares 8,057 $335K <0.01% +4,100 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 1,322 shares 1,322 $334K <0.01% +1,258 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 2,256 shares; 2025Q1: 3,376 shares; 2025Q2: 3,333 shares; 2025Q3: 3,725 shares; 2025Q4: 3,696 shares 3,696 $334K <0.01% -29 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 107 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 2,710 shares 2,710 $334K <0.01% +2,605 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 84 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 7,459 shares 7,459 $333K <0.01% +7,389 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 11,092 shares; 2025Q1: 16,130 shares; 2025Q2: 15,919 shares; 2025Q3: 15,784 shares; 2025Q4: 8,229 shares 8,229 $333K <0.01% -7,555 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 9,432 shares; 2025Q1: 9,432 shares; 2025Q2: 9,432 shares; 2025Q3: 9,432 shares; 2025Q4: 9,432 shares 9,432 $332K <0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,141 shares; 2025Q1: 1,036 shares; 2025Q2: 758 shares; 2025Q3: 9,252 shares; 2025Q4: 10,285 shares 10,285 $332K <0.01% +1,033 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 5,674 shares; 2025Q3: 5,424 shares; 2025Q4: 7,206 shares 7,206 $332K <0.01% +1,782 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,630 shares; 2025Q2: 22,630 shares; 2025Q3: 18,630 shares; 2025Q4: 19,630 shares 19,630 $332K <0.01% +1,000 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 7,621 shares; 2025Q4: 7,372 shares 7,372 $332K <0.01% -249 Timeline GRPM 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: 232 shares; 2024Q4: 232 shares; 2025Q1: 269 shares; 2025Q2: 2,758 shares; 2025Q3: 2,758 shares; 2025Q4: 2,758 shares 2,758 $331K <0.01% 0 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,413 shares; 2025Q3: 5,475 shares; 2025Q4: 5,478 shares 5,478 $331K <0.01% +3 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 281 shares; 2025Q3: 283 shares; 2025Q4: 1,050 shares 1,050 $331K <0.01% +767 Timeline STOK STOKE THERAPEUTICS INC More: the full row for STOKE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,403 shares 10,403 $330K <0.01% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,014 shares; 2025Q3: 5,054 shares; 2025Q4: 13,093 shares 13,093 $330K <0.01% +8,039 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares 8,500 $329K <0.01% new Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,485 shares; 2024Q4: 19,885 shares; 2025Q1: 19,477 shares; 2025Q2: 19,540 shares; 2025Q3: 20,182 shares; 2025Q4: 18,845 shares 18,845 $329K <0.01% -1,337 Timeline CSM 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: 4,109 shares; 2025Q4: 4,122 shares 4,122 $328K <0.01% +13 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 790 shares; 2025Q1: 793 shares; 2025Q2: 796 shares; 2025Q3: 4,004 shares; 2025Q4: 3,496 shares 3,496 $328K <0.01% -508 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 49,990 shares; 2025Q1: 39,936 shares; 2025Q2: 45,087 shares; 2025Q3: 61,790 shares; 2025Q4: 23,137 shares 23,137 $328K <0.01% -38,653 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: 17,186 shares; 2025Q3: 16,843 shares; 2025Q4: 16,467 shares 16,467 $328K <0.01% -376 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 43 shares; 2025Q3: 83 shares; 2025Q4: 1,611 shares 1,611 $328K <0.01% +1,528 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 4,189 shares; 2025Q1: 3,922 shares; 2025Q2: 23 shares; 2025Q3: 1,236 shares; 2025Q4: 1,706 shares 1,706 $326K <0.01% +470 Timeline YBTC ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 15,257 shares; 2025Q3: 11,148 shares; 2025Q4: 11,416 shares 11,416 $325K <0.01% +268 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,358 shares; 2024Q4: 21,005 shares; 2025Q1: 20,555 shares; 2025Q2: 20,109 shares; 2025Q3: 20,851 shares; 2025Q4: 20,060 shares 20,060 $325K <0.01% -791 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 10,034 shares 10,034 $324K <0.01% +8,751 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING 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: 4,482 shares 4,482 $322K <0.01% new Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 7,766 shares 7,766 $322K <0.01% +7,704 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,700 shares; 2025Q2: 14,134 shares; 2025Q3: 8,260 shares; 2025Q4: 6,827 shares 6,827 $321K <0.01% -1,433 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 5,793 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 2,036 shares 2,036 $321K <0.01% +1,886 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,700 shares; 2024Q4: 49,200 shares; 2025Q1: 48,400 shares; 2025Q2: 49,820 shares; 2025Q3: 48,300 shares; 2025Q4: 47,300 shares 47,300 $321K <0.01% -1,000 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,652 shares; 2024Q4: 24,880 shares; 2025Q1: 42,171 shares; 2025Q2: 38,967 shares; 2025Q3: 41,702 shares; 2025Q4: 11,547 shares 11,547 $320K <0.01% -30,155 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,022 shares; 2025Q2: 11,022 shares; 2025Q3: 11,398 shares; 2025Q4: 7,741 shares 7,741 $320K <0.01% -3,657 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,834 shares; 2024Q4: 17,419 shares; 2025Q1: 17,095 shares; 2025Q2: 16,815 shares; 2025Q3: 16,255 shares; 2025Q4: 19,347 shares 19,347 $319K <0.01% +3,092 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,895 shares; 2024Q4: 23,995 shares; 2025Q1: 23,795 shares; 2025Q2: 28,785 shares; 2025Q3: 29,885 shares; 2025Q4: 29,385 shares 29,385 $318K <0.01% -500 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,994 shares; 2025Q4: 8,636 shares 8,636 $318K <0.01% +1,642 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 7,655 shares; 2025Q4: 11,473 shares 11,473 $317K <0.01% +3,818 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: 10,626 shares; 2025Q1: 11,205 shares; 2025Q2: 10,999 shares; 2025Q3: 10,620 shares; 2025Q4: 10,620 shares 10,620 $317K <0.01% 0 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,494 shares; 2025Q1: 6,459 shares; 2025Q2: 6,767 shares; 2025Q3: 7,766 shares; 2025Q4: 7,853 shares 7,853 $317K <0.01% +87 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 2,527 shares; 2025Q1: 11,750 shares; 2025Q2: 12,594 shares; 2025Q3: 14,474 shares; 2025Q4: 3,754 shares 3,754 $317K <0.01% -10,720 Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO 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: 899,000 shares 899,000 $316K <0.01% new Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 3,244 shares; 2025Q1: 2,192 shares; 2025Q2: 2,099 shares; 2025Q3: 2,170 shares; 2025Q4: 2,105 shares 2,105 $316K <0.01% -65 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: not reported; 2025Q1: 420 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,242 shares 8,242 $315K <0.01% new Timeline PQOC PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,961 shares 10,961 $314K <0.01% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 8,052 shares; 2025Q1: 6,519 shares; 2025Q2: 5,720 shares; 2025Q3: 5,222 shares; 2025Q4: 5,161 shares 5,161 $313K <0.01% -61 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,397 shares; 2025Q3: 4,123 shares; 2025Q4: 4,151 shares 4,151 $313K <0.01% +28 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,046 shares; 2025Q1: 3,213 shares; 2025Q2: 3,084 shares; 2025Q3: 1,581 shares; 2025Q4: 929 shares 929 $313K <0.01% -652 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,253 shares; 2024Q4: 14,753 shares; 2025Q1: 14,753 shares; 2025Q2: 16,253 shares; 2025Q3: 17,153 shares; 2025Q4: 15,563 shares 15,563 $313K <0.01% -1,590 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,294 shares; 2024Q4: 47,694 shares; 2025Q1: 46,944 shares; 2025Q2: 47,059 shares; 2025Q3: 43,294 shares; 2025Q4: 41,994 shares 41,994 $312K <0.01% -1,300 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,122 shares 2,122 $312K <0.01% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,793 shares; 2024Q4: 55,705 shares; 2025Q1: 76,554 shares; 2025Q2: 5,685 shares; 2025Q3: 3,721 shares; 2025Q4: 10,732 shares 10,732 $312K <0.01% +7,011 Timeline INVESCO EXCH TRADED FD TR II 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: 5,725 shares; 2024Q4: 5,727 shares; 2025Q1: 5,728 shares; 2025Q2: 5,729 shares; 2025Q3: 5,830 shares; 2025Q4: 5,772 shares 5,772 $312K <0.01% -58 AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 1,075 shares 1,075 $310K <0.01% +1,060 Timeline SPVM 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: 5,881 shares; 2024Q4: 4,942 shares; 2025Q1: 4,873 shares; 2025Q2: 4,873 shares; 2025Q3: 4,873 shares; 2025Q4: 4,567 shares 4,567 $310K <0.01% -306 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: 10,301 shares; 2024Q4: 11,706 shares; 2025Q1: 12,033 shares; 2025Q2: 12,600 shares; 2025Q3: 12,806 shares; 2025Q4: 14,183 shares 14,183 $308K <0.01% +1,377 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,697 shares; 2025Q1: 1,811 shares; 2025Q2: 1,815 shares; 2025Q3: 8,149 shares; 2025Q4: 8,737 shares 8,737 $308K <0.01% +588 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 30,805 shares; 2025Q1: 11,467 shares; 2025Q2: 6,637 shares; 2025Q3: 5,726 shares; 2025Q4: 3,657 shares 3,657 $308K <0.01% -2,069 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,962 shares; 2025Q1: 1,717 shares; 2025Q2: 1,718 shares; 2025Q3: 4,986 shares; 2025Q4: 4,814 shares 4,814 $307K <0.01% -172 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,131 shares; 2024Q4: 42,464 shares; 2025Q1: 42,609 shares; 2025Q2: 32,854 shares; 2025Q3: 24,539 shares; 2025Q4: 24,766 shares 24,766 $305K <0.01% +227 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 14,180 shares; 2025Q4: 16,066 shares 16,066 $304K <0.01% +1,886 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,101 shares; 2024Q4: 9,126 shares; 2025Q1: 9,276 shares; 2025Q2: 8,358 shares; 2025Q3: 8,358 shares; 2025Q4: 8,758 shares 8,758 $304K <0.01% +400 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 650 shares; 2025Q1: 2,048 shares; 2025Q2: 4,230 shares; 2025Q3: 5,212 shares; 2025Q4: 5,782 shares 5,782 $304K <0.01% +570 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,806 shares; 2024Q4: 15,809 shares; 2025Q1: 2,572 shares; 2025Q2: 15,972 shares; 2025Q3: 11,445 shares; 2025Q4: 18,428 shares 18,428 $302K <0.01% +6,983 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,044 shares; 2025Q2: 21,067 shares; 2025Q3: 21,067 shares; 2025Q4: 21,067 shares 21,067 $302K <0.01% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,889 shares; 2024Q4: 8,781 shares; 2025Q1: 2,229 shares; 2025Q2: 11,920 shares; 2025Q3: 8,749 shares; 2025Q4: 9,904 shares 9,904 $302K <0.01% +1,155 Timeline QSPT 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: 13,333 shares; 2024Q4: 11,839 shares; 2025Q1: 11,839 shares; 2025Q2: 11,754 shares; 2025Q3: 9,491 shares; 2025Q4: 9,491 shares 9,491 $301K <0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,709 shares; 2025Q1: 3,675 shares; 2025Q2: 3,616 shares; 2025Q3: 3,563 shares; 2025Q4: 3,541 shares 3,541 $301K <0.01% -22 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,483 shares; 2024Q4: 2,202 shares; 2025Q1: 13,279 shares; 2025Q2: 13,224 shares; 2025Q3: 31,281 shares; 2025Q4: 37,163 shares 37,163 $300K <0.01% +5,882 Timeline XSVM 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: 360 shares; 2024Q4: 4,777 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 575 shares; 2025Q4: 5,247 shares 5,247 $300K <0.01% +4,672 Timeline SOXL 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: 7,331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,755 shares; 2025Q3: not reported; 2025Q4: 7,123 shares 7,123 $299K <0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,404 shares; 2025Q1: 3,905 shares; 2025Q2: 3,835 shares; 2025Q3: 3,763 shares; 2025Q4: 3,797 shares 3,797 $299K <0.01% +34 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 3,336 shares; 2025Q1: 1,050 shares; 2025Q2: 1,350 shares; 2025Q3: 2,257 shares; 2025Q4: 6,510 shares 6,510 $299K <0.01% +4,253 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,108 shares; 2024Q4: 19,308 shares; 2025Q1: 19,408 shares; 2025Q2: 20,178 shares; 2025Q3: 19,308 shares; 2025Q4: 18,608 shares 18,608 $299K <0.01% -700 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,269 shares; 2024Q4: 21,382 shares; 2025Q1: 21,440 shares; 2025Q2: 18,424 shares; 2025Q3: 18,506 shares; 2025Q4: 25,007 shares 25,007 $298K <0.01% +6,501 Timeline TPG TPG INC More: the full row for TPG 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: 4,646 shares 4,646 $297K <0.01% new Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,800 shares; 2025Q1: 6,670 shares; 2025Q2: 6,681 shares; 2025Q3: 6,048 shares; 2025Q4: 5,574 shares 5,574 $296K <0.01% -474 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 8,005 shares; 2025Q1: 8,005 shares; 2025Q2: 8,005 shares; 2025Q3: 8,005 shares; 2025Q4: 8,005 shares 8,005 $296K <0.01% 0 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,074 shares; 2025Q4: 9,974 shares 9,974 $296K <0.01% -1,100 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,190 shares; 2025Q1: 2,994 shares; 2025Q2: 3,354 shares; 2025Q3: 3,992 shares; 2025Q4: 3,259 shares 3,259 $296K <0.01% -733 Timeline AVGV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,035 shares 4,035 $295K <0.01% new Timeline SMOT 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: 10,193 shares; 2025Q3: 9,417 shares; 2025Q4: 8,156 shares 8,156 $295K <0.01% -1,261 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,762 shares; 2024Q4: 14,576 shares; 2025Q1: 10,370 shares; 2025Q2: 6,962 shares; 2025Q3: 4,690 shares; 2025Q4: 5,096 shares 5,096 $295K <0.01% +406 Timeline CFBK CF BANKSHARES INC More: the full row for CF BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,385 shares; 2025Q4: 11,811 shares 11,811 $295K <0.01% -1,574 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 2,426 shares 2,426 $294K <0.01% +2,389 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 2,454 shares; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares; 2025Q4: 5,155 shares 5,155 $294K <0.01% +2,656 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale 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: 9,162 shares 9,162 $294K <0.01% new Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,048 shares; 2025Q4: 25,666 shares 25,666 $293K <0.01% +2,618 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,073 shares; 2024Q4: 18,613 shares; 2025Q1: 18,293 shares; 2025Q2: 17,783 shares; 2025Q3: 17,783 shares; 2025Q4: 17,883 shares 17,883 $292K <0.01% +100 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,823 shares; 2025Q4: 6,140 shares 6,140 $292K <0.01% +1,317 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 3,705 shares 3,705 $292K <0.01% +3,505 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 947 shares; 2025Q1: 45 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 1,007 shares 1,007 $291K <0.01% +966 Timeline SWKH SWK HLDGS CORP More: the full row for SWK HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 327 shares; 2025Q1: 328 shares; 2025Q2: 316 shares; 2025Q3: 17,509 shares; 2025Q4: 16,892 shares 16,892 $291K <0.01% -617 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: 442 shares; 2024Q4: 10,007 shares; 2025Q1: 23,166 shares; 2025Q2: 27,146 shares; 2025Q3: 5,693 shares; 2025Q4: 6,352 shares 6,352 $291K <0.01% +659 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,539 shares; 2024Q4: 46,552 shares; 2025Q1: 46,769 shares; 2025Q2: 12,486 shares; 2025Q3: 14,015 shares; 2025Q4: 14,025 shares 14,025 $290K <0.01% +10 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,038 shares; 2024Q4: 23,776 shares; 2025Q1: 26,257 shares; 2025Q2: 29,261 shares; 2025Q3: 36,595 shares; 2025Q4: 39,607 shares 39,607 $290K <0.01% +3,012 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,385 shares 13,385 $289K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 3,597 shares 3,597 $289K <0.01% new Timeline BBIN 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 166 shares; 2025Q2: 217 shares; 2025Q3: 218 shares; 2025Q4: 3,992 shares 3,992 $289K <0.01% +3,774 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE 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: 15,219 shares; 2025Q2: 11,577 shares; 2025Q3: 21,099 shares; 2025Q4: 20,981 shares 20,981 $289K <0.01% -118 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 1,817 shares; 2025Q1: 218 shares; 2025Q2: 12,272 shares; 2025Q3: 14,895 shares; 2025Q4: 12,084 shares 12,084 $289K <0.01% -2,811 Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: 7,688 shares; 2025Q3: 7,450 shares; 2025Q4: 7,575 shares 7,575 $288K <0.01% +125 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,021 shares; 2025Q3: 1,053 shares; 2025Q4: 1,087 shares 1,087 $287K <0.01% +34 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,739 shares; 2025Q3: 4,739 shares; 2025Q4: 4,386 shares 4,386 $286K <0.01% -353 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 3,743 shares 3,743 $286K <0.01% new Timeline VSHY VIRTUS ETF TR II More: the full row for VIRTUS ETF 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: 10,197 shares; 2025Q3: 12,881 shares; 2025Q4: 13,121 shares 13,121 $286K <0.01% +240 Timeline PFM 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: 8,731 shares; 2024Q4: 9,030 shares; 2025Q1: 7,710 shares; 2025Q2: 6,379 shares; 2025Q3: 5,820 shares; 2025Q4: 5,553 shares 5,553 $286K <0.01% -267 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 412 shares; 2025Q1: 13,750 shares; 2025Q2: 12,212 shares; 2025Q3: 373 shares; 2025Q4: 2,324 shares 2,324 $286K <0.01% +1,951 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 18,476 shares; 2025Q1: 19,626 shares; 2025Q2: 19,626 shares; 2025Q3: 19,376 shares; 2025Q4: 20,460 shares 20,460 $286K <0.01% +1,084 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,662 shares; 2024Q4: 8,662 shares; 2025Q1: 7,412 shares; 2025Q2: 7,412 shares; 2025Q3: 8,412 shares; 2025Q4: 6,412 shares 6,412 $284K <0.01% -2,000 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,143 shares; 2025Q4: 2,143 shares 2,143 $283K <0.01% 0 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 14,095 shares; 2025Q3: 13,837 shares; 2025Q4: 14,551 shares 14,551 $283K <0.01% +714 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 146 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 106 shares; 2025Q4: 9,162 shares 9,162 $283K <0.01% +9,056 Timeline TIPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 14,083 shares; 2025Q1: 35,347 shares; 2025Q2: 6,551 shares; 2025Q3: 6,266 shares; 2025Q4: 5,355 shares 5,355 $280K <0.01% -911 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,679 shares; 2024Q4: 39,611 shares; 2025Q1: 37,227 shares; 2025Q2: 26,468 shares; 2025Q3: 12,300 shares; 2025Q4: 10,743 shares 10,743 $280K <0.01% -1,557 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,784 shares; 2024Q4: 13,473 shares; 2025Q1: 13,477 shares; 2025Q2: 13,181 shares; 2025Q3: 13,485 shares; 2025Q4: 13,790 shares 13,790 $280K <0.01% +305 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: 1,657 shares 1,657 $278K <0.01% +31 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,700 shares; 2025Q1: 20,800 shares; 2025Q2: 20,800 shares; 2025Q3: 20,400 shares; 2025Q4: 19,300 shares 19,300 $278K <0.01% -1,100 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 1,440 shares; 2025Q2: 1,540 shares; 2025Q3: 1,990 shares; 2025Q4: 3,881 shares 3,881 $277K <0.01% +1,891 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,152 shares; 2025Q1: 1,154 shares; 2025Q2: 1,156 shares; 2025Q3: 1,332 shares; 2025Q4: 3,732 shares 3,732 $277K <0.01% +2,400 Timeline SPEU 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: 47 shares; 2024Q4: 47 shares; 2025Q1: 70,769 shares; 2025Q2: 7,518 shares; 2025Q3: 7,717 shares; 2025Q4: 5,298 shares 5,298 $276K <0.01% -2,419 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,111 shares; 2024Q4: 71,545 shares; 2025Q1: 67,167 shares; 2025Q2: 65,700 shares; 2025Q3: 61,421 shares; 2025Q4: 59,359 shares 59,359 $276K <0.01% -2,062 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: 256 shares; 2024Q4: 257 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 3,974 shares 3,974 $276K <0.01% +3,880 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares; 2025Q1: 6,550 shares; 2025Q2: 54,050 shares; 2025Q3: 54,050 shares; 2025Q4: 8,050 shares 8,050 $276K <0.01% -46,000 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,190 shares 5,190 $275K <0.01% new Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,418 shares 6,418 $275K <0.01% +8 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale 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: 9,286 shares 9,286 $275K <0.01% new Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 1,047 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 152 shares; 2025Q4: 4,483 shares 4,483 $275K <0.01% +4,331 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,055 shares; 2025Q1: 486 shares; 2025Q2: 586 shares; 2025Q3: 588 shares; 2025Q4: 1,964 shares 1,964 $275K <0.01% +1,376 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,953 shares; 2024Q4: 27,159 shares; 2025Q1: 15,222 shares; 2025Q2: 14,328 shares; 2025Q3: 16,045 shares; 2025Q4: 16,195 shares 16,195 $275K <0.01% +150 Timeline OPBK OP BANCORP More: the full row for OP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,294 shares; 2025Q1: 1,149 shares; 2025Q2: 800 shares; 2025Q3: 14,422 shares; 2025Q4: 19,431 shares 19,431 $274K <0.01% +5,009 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,570 shares; 2025Q1: 9,952 shares; 2025Q2: 11,884 shares; 2025Q3: 10,067 shares; 2025Q4: 7,079 shares 7,079 $274K <0.01% -2,988 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: 1,407 shares; 2024Q4: 1,419 shares; 2025Q1: 1,431 shares; 2025Q2: 768 shares; 2025Q3: 12,773 shares; 2025Q4: 12,605 shares 12,605 $274K <0.01% -168 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,563 shares; 2024Q4: 24,582 shares; 2025Q1: 23,430 shares; 2025Q2: 24,430 shares; 2025Q3: 24,128 shares; 2025Q4: 23,927 shares 23,927 $274K <0.01% -201 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 2,985 shares; 2025Q2: 300 shares; 2025Q3: 3,033 shares; 2025Q4: 3,533 shares 3,533 $273K <0.01% +500 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,191 shares; 2025Q1: 12,629 shares; 2025Q2: 15,089 shares; 2025Q3: 16,050 shares; 2025Q4: 17,230 shares 17,230 $272K <0.01% +1,180 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 2,740 shares; 2025Q3: 57,744 shares; 2025Q4: 70,765 shares 70,765 $272K <0.01% +13,021 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,921 shares; 2025Q2: 9,921 shares; 2025Q3: 9,921 shares; 2025Q4: 9,921 shares 9,921 $271K <0.01% 0 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,234 shares; 2025Q2: 7,034 shares; 2025Q3: 7,334 shares; 2025Q4: 5,923 shares 5,923 $271K <0.01% -1,411 Timeline SPAM THEMES ETF TR More: the full row for THEMES 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: 8,826 shares 8,826 $270K <0.01% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 18,867 shares; 2025Q1: 8,636 shares; 2025Q2: 8,636 shares; 2025Q3: 8,823 shares; 2025Q4: 8,882 shares 8,882 $270K <0.01% +59 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,988 shares; 2024Q4: 12,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,247 shares; 2025Q4: 2,248 shares 2,248 $270K <0.01% +1 Timeline CBXJ 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: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 11,900 shares 11,900 $270K <0.01% -3,100 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,363 shares; 2024Q4: 4,055 shares; 2025Q1: 4,171 shares; 2025Q2: 3,901 shares; 2025Q3: 3,455 shares; 2025Q4: 33,365 shares 33,365 $269K <0.01% +29,910 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,480 shares 13,480 $269K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 4,713 shares; 2025Q1: 2,401 shares; 2025Q2: 761 shares; 2025Q3: 2,779 shares; 2025Q4: 2,982 shares 2,982 $268K <0.01% +203 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: 878 shares; 2024Q4: 1,826 shares; 2025Q1: 3,345 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 3,854 shares 3,854 $268K <0.01% +2,974 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 14,693 shares; 2025Q1: 13,393 shares; 2025Q2: 13,330 shares; 2025Q3: 12,730 shares; 2025Q4: 12,130 shares 12,130 $267K <0.01% -600 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,502 shares; 2025Q2: 21,362 shares; 2025Q3: 19,350 shares; 2025Q4: 19,350 shares 19,350 $267K <0.01% 0 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 5,634 shares; 2025Q4: 5,628 shares 5,628 $266K <0.01% -6 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: 48,994 shares; 2024Q4: 46,494 shares; 2025Q1: 38,094 shares; 2025Q2: 27,594 shares; 2025Q3: 46,119 shares; 2025Q4: 42,478 shares 42,478 $266K <0.01% -3,641 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,956 shares; 2025Q1: 2,051 shares; 2025Q2: 1,733 shares; 2025Q3: 1,106 shares; 2025Q4: 34,259 shares 34,259 $266K <0.01% +33,153 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 240 shares; 2025Q4: 1,648 shares 1,648 $266K <0.01% +1,408 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK 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: 420 shares; 2025Q4: 20,287 shares 20,287 $266K <0.01% +19,867 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,965 shares; 2025Q3: 3,965 shares; 2025Q4: 4,016 shares 4,016 $266K <0.01% +51 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,867 shares; 2024Q4: 107,750 shares; 2025Q1: 84,164 shares; 2025Q2: 82,452 shares; 2025Q3: 81,540 shares; 2025Q4: 79,530 shares 79,530 $266K <0.01% -2,010 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 121 shares; 2025Q3: 110 shares; 2025Q4: 4,776 shares 4,776 $265K <0.01% +4,666 Timeline HUBG HUB GROUP INC More: the full row for HUB 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: 343 shares; 2025Q2: 1,488 shares; 2025Q3: 1,409 shares; 2025Q4: 6,214 shares 6,214 $265K <0.01% +4,805 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,017 shares; 2025Q2: 8,017 shares; 2025Q3: 8,017 shares; 2025Q4: 8,017 shares 8,017 $265K <0.01% 0 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: 38,501 shares; 2024Q4: 38,501 shares; 2025Q1: 36,668 shares; 2025Q2: 25,510 shares; 2025Q3: 25,276 shares; 2025Q4: 68,888 shares 68,888 $265K <0.01% +43,612 Timeline GENC GENCOR INDS INC More: the full row for GENCOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 20,370 shares 20,370 $264K <0.01% +20,128 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,360 shares; 2024Q4: 34,521 shares; 2025Q1: 29,820 shares; 2025Q2: 26,804 shares; 2025Q3: 24,637 shares; 2025Q4: 24,671 shares 24,671 $264K <0.01% +34 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,562 shares; 2025Q4: 17,863 shares 17,863 $264K <0.01% -1,699 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,584 shares; 2025Q1: 15,557 shares; 2025Q2: 3,905 shares; 2025Q3: 3,842 shares; 2025Q4: 3,461 shares 3,461 $263K <0.01% -381 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 2,938 shares; 2025Q1: 2,938 shares; 2025Q2: 2,975 shares; 2025Q3: 3,194 shares; 2025Q4: 3,289 shares 3,289 $263K <0.01% +95 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 1,257 shares 1,257 $263K <0.01% +870 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 319 shares; 2025Q1: 349 shares; 2025Q2: 2,739 shares; 2025Q3: 246 shares; 2025Q4: 2,830 shares 2,830 $262K <0.01% +2,584 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 300 shares; 2025Q2: 34,630 shares; 2025Q3: 97,630 shares; 2025Q4: 64,399 shares 64,399 $262K <0.01% -33,231 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,027 shares; 2024Q4: 46,761 shares; 2025Q1: 56,481 shares; 2025Q2: 92 shares; 2025Q3: 194,196 shares; 2025Q4: 26,187 shares 26,187 $262K <0.01% -168,009 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,090 shares; 2025Q1: 5,100 shares; 2025Q2: 5,109 shares; 2025Q3: 5,118 shares; 2025Q4: 5,125 shares 5,125 $262K <0.01% +7 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,239 shares; 2024Q4: 22,139 shares; 2025Q1: 20,339 shares; 2025Q2: 19,739 shares; 2025Q3: 20,339 shares; 2025Q4: 19,639 shares 19,639 $261K <0.01% -700 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 3,415 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares 3,415 $261K <0.01% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 886 shares; 2025Q1: 6,323 shares; 2025Q2: 1,088 shares; 2025Q3: 1,008 shares; 2025Q4: 5,897 shares 5,897 $261K <0.01% +4,889 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 2,598 shares 2,598 $260K <0.01% +2,467 Timeline DFDV DEFI DEVELOPMENT CORP More: the full row for DEFI DEVELOPMENT 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: 600 shares; 2025Q3: 31,225 shares; 2025Q4: 51,408 shares 51,408 $260K <0.01% +20,183 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 6,928 shares; 2025Q1: 7,593 shares; 2025Q2: 7,593 shares; 2025Q3: 8,687 shares; 2025Q4: 8,707 shares 8,707 $260K <0.01% +20 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,581 shares 11,581 $259K <0.01% new Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,548 shares; 2024Q4: 9,848 shares; 2025Q1: 9,848 shares; 2025Q2: 9,600 shares; 2025Q3: 9,548 shares; 2025Q4: 9,548 shares 9,548 $259K <0.01% 0 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 15,959 shares; 2025Q4: 12,804 shares 12,804 $259K <0.01% -3,155 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,665 shares; 2025Q1: 7,665 shares; 2025Q2: 7,665 shares; 2025Q3: 8,295 shares; 2025Q4: 7,715 shares 7,715 $259K <0.01% -580 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,117 shares 5,117 $258K <0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 1,488 shares 1,488 $258K <0.01% +1,379 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,595 shares; 2024Q4: 14,925 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares; 2025Q3: 7,656 shares; 2025Q4: 7,656 shares 7,656 $258K <0.01% 0 Timeline TPCS TECHPRECISION CORP More: the full row for TECHPRECISION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,246 shares; 2025Q1: 23,658 shares; 2025Q2: 17,000 shares; 2025Q3: 25,085 shares; 2025Q4: 53,327 shares 53,327 $258K <0.01% +28,242 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,407 shares; 2025Q1: 161 shares; 2025Q2: 1,430 shares; 2025Q3: 1,400 shares; 2025Q4: 1,432 shares 1,432 $257K <0.01% +32 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 2,933 shares; 2025Q3: 3,019 shares; 2025Q4: 3,158 shares 3,158 $256K <0.01% +139 Timeline UNTY UNITY BANCORP INC More: the full row for UNITY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 257 shares; 2025Q3: 202 shares; 2025Q4: 4,949 shares 4,949 $256K <0.01% +4,747 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,533 shares; 2025Q4: 2,533 shares 2,533 $256K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,771 shares; 2025Q1: 3,736 shares; 2025Q2: 3,823 shares; 2025Q3: 3,762 shares; 2025Q4: 3,113 shares 3,113 $255K <0.01% -649 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: 144 shares; 2024Q4: 1,991 shares; 2025Q1: 3,120 shares; 2025Q2: 3,045 shares; 2025Q3: 619 shares; 2025Q4: 3,535 shares 3,535 $255K <0.01% +2,916 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,972 shares; 2025Q1: 2,038 shares; 2025Q2: 2,049 shares; 2025Q3: 2,040 shares; 2025Q4: 4,477 shares 4,477 $255K <0.01% +2,437 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,566 shares; 2025Q1: 5,568 shares; 2025Q2: 5,570 shares; 2025Q3: 5,495 shares; 2025Q4: 2,868 shares 2,868 $254K <0.01% -2,627 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 11,833 shares; 2025Q1: 11,917 shares; 2025Q2: 16,665 shares; 2025Q3: 16,604 shares; 2025Q4: 18,543 shares 18,543 $254K <0.01% +1,939 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,666 shares; 2025Q4: 3,700 shares 3,700 $253K <0.01% +34 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 580 shares; 2025Q1: 5,530 shares; 2025Q2: 4,347 shares; 2025Q3: 4,147 shares; 2025Q4: 2,931 shares 2,931 $253K <0.01% -1,216 Timeline BUFT 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: 10,550 shares; 2024Q4: 10,550 shares; 2025Q1: 10,462 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares 10,300 $253K <0.01% 0 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,084 shares 24,084 $253K <0.01% new Timeline DNOV 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: 6,875 shares; 2024Q4: 6,875 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,675 shares; 2025Q4: 5,175 shares 5,175 $253K <0.01% -1,500 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,249 shares; 2024Q4: 9,470 shares; 2025Q1: 10,120 shares; 2025Q2: 6,459 shares; 2025Q3: 6,017 shares; 2025Q4: 6,569 shares 6,569 $253K <0.01% +552 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S 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: 380 shares; 2025Q2: not reported; 2025Q3: 10,952 shares; 2025Q4: 8,508 shares 8,508 $252K <0.01% -2,444 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: 27,142 shares; 2024Q4: 36,356 shares; 2025Q1: 43,534 shares; 2025Q2: 59,194 shares; 2025Q3: 49,590 shares; 2025Q4: 18,589 shares 18,589 $252K <0.01% -31,001 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,723 shares; 2024Q4: 16,723 shares; 2025Q1: 16,715 shares; 2025Q2: 17,310 shares; 2025Q3: 16,749 shares; 2025Q4: 15,991 shares 15,991 $251K <0.01% -758 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,291 shares; 2025Q1: 1,976 shares; 2025Q2: 364 shares; 2025Q3: 4,100 shares; 2025Q4: 4,076 shares 4,076 $251K <0.01% -24 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: 300 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 1,961 shares; 2025Q3: 2,011 shares; 2025Q4: 1,997 shares 1,997 $251K <0.01% -14 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 7,131 shares; 2025Q1: 38,848 shares; 2025Q2: 35,126 shares; 2025Q3: 3,094 shares; 2025Q4: 3,042 shares 3,042 $250K <0.01% -52 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: 31,162 shares; 2024Q4: 24,974 shares; 2025Q1: 17,433 shares; 2025Q2: 14,867 shares; 2025Q3: 23,161 shares; 2025Q4: 21,386 shares 21,386 $250K <0.01% -1,775 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,545 shares; 2024Q4: not reported; 2025Q1: 9,826 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,320 shares 14,320 $250K <0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,586 shares; 2024Q4: 15,822 shares; 2025Q1: 19,606 shares; 2025Q2: 13,503 shares; 2025Q3: 13,410 shares; 2025Q4: 13,860 shares 13,860 $250K <0.01% +450 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,653 shares 5,653 $249K <0.01% new Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 881 shares; 2025Q1: 613 shares; 2025Q2: not reported; 2025Q3: 15,670 shares; 2025Q4: 15,105 shares 15,105 $249K <0.01% -565 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares; 2025Q3: 12,493 shares; 2025Q4: 11,444 shares 11,444 $249K <0.01% -1,049 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,501 shares; 2024Q4: 18,401 shares; 2025Q1: 14,901 shares; 2025Q2: 14,201 shares; 2025Q3: 13,001 shares; 2025Q4: 19,171 shares 19,171 $248K <0.01% +6,170 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 134 shares; 2025Q3: 6,379 shares; 2025Q4: 7,571 shares 7,571 $248K <0.01% +1,192 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,078 shares 17,078 $248K <0.01% new Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,972 shares; 2024Q4: 28,372 shares; 2025Q1: 28,372 shares; 2025Q2: 31,081 shares; 2025Q3: 27,372 shares; 2025Q4: 26,272 shares 26,272 $248K <0.01% -1,100 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,403 shares; 2025Q4: 6,424 shares 6,424 $248K <0.01% +21 Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT 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: 21,504 shares; 2025Q3: 15,631 shares; 2025Q4: 46,028 shares 46,028 $247K <0.01% +30,397 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,667 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,461 shares 6,461 $247K <0.01% new Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,362 shares 3,362 $247K <0.01% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 1,133 shares 1,133 $246K <0.01% +1,055 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 4,755 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,955 shares 4,955 $245K <0.01% 0 Timeline TMDV 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: 4,923 shares; 2025Q4: 5,214 shares 5,214 $245K <0.01% +291 Timeline CURI CURIOSITYSTREAM INC More: the full row for CURIOSITYSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,677 shares; 2025Q4: 64,367 shares 64,367 $245K <0.01% +48,690 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 160 shares; 2025Q3: 135 shares; 2025Q4: 879 shares 879 $244K <0.01% +744 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 2,744 shares; 2025Q3: 2,728 shares; 2025Q4: 2,727 shares 2,727 $243K <0.01% -1 Timeline SMTI SANARA MEDTECH INC More: the full row for SANARA MEDTECH 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: 10,389 shares 10,389 $243K <0.01% new Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,700 shares; 2024Q4: 110,700 shares; 2025Q1: 84,400 shares; 2025Q2: 75,400 shares; 2025Q3: 68,400 shares; 2025Q4: 68,400 shares 68,400 $242K <0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 318 shares; 2025Q1: 418 shares; 2025Q2: 319 shares; 2025Q3: 4,607 shares; 2025Q4: 4,823 shares 4,823 $242K <0.01% +216 Timeline HLAL 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: 3,899 shares; 2025Q1: 3,899 shares; 2025Q2: 3,899 shares; 2025Q3: 3,899 shares; 2025Q4: 3,899 shares 3,899 $242K <0.01% 0 Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 811 shares; 2025Q1: 293 shares; 2025Q2: not reported; 2025Q3: 60,101 shares; 2025Q4: 52,538 shares 52,538 $242K <0.01% -7,563 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 8,398 shares; 2025Q3: 77 shares; 2025Q4: 1,410 shares 1,410 $242K <0.01% +1,333 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,076 shares 9,076 $241K <0.01% new Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,877 shares; 2025Q3: 13,152 shares; 2025Q4: 2,149 shares 2,149 $241K <0.01% -11,003 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 2,605 shares; 2025Q3: 2,560 shares; 2025Q4: 2,551 shares 2,551 $240K <0.01% -9 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 3,463 shares 3,463 $240K <0.01% +3,388 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,570 shares; 2024Q4: 20,270 shares; 2025Q1: 20,270 shares; 2025Q2: 20,270 shares; 2025Q3: 20,270 shares; 2025Q4: 20,270 shares 20,270 $239K <0.01% 0 Timeline SPXL 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: 2,670 shares; 2024Q4: 6,431 shares; 2025Q1: 5,545 shares; 2025Q2: 2,328 shares; 2025Q3: 10 shares; 2025Q4: 1,083 shares 1,083 $239K <0.01% +1,073 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,658 shares 9,658 $239K <0.01% -42 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,376 shares; 2025Q3: 16,100 shares; 2025Q4: 16,859 shares 16,859 $239K <0.01% +759 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,000 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 25,872 shares 25,872 $239K <0.01% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,225 shares; 2025Q1: 2,593 shares; 2025Q2: 56 shares; 2025Q3: 1,205 shares; 2025Q4: 1,309 shares 1,309 $238K <0.01% +104 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,102 shares; 2025Q1: 2,898 shares; 2025Q2: 2,899 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares 2,898 $238K <0.01% 0 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 15,244 shares 15,244 $238K <0.01% new Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,985 shares 1,985 $238K <0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 202 shares; 2025Q3: 39 shares; 2025Q4: 2,166 shares 2,166 $237K <0.01% +2,127 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,240 shares; 2024Q4: 26,552 shares; 2025Q1: 21,670 shares; 2025Q2: 27,901 shares; 2025Q3: 16,881 shares; 2025Q4: 4,371 shares 4,371 $237K <0.01% -12,510 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 1,904 shares; 2025Q4: 1,948 shares 1,948 $236K <0.01% +44 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,683 shares; 2024Q4: 21,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,198 shares 17,198 $235K <0.01% new Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,484 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,272 shares; 2025Q4: 9,382 shares 9,382 $234K <0.01% +1,110 Timeline SRHR ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 4,912 shares; 2025Q3: 4,413 shares; 2025Q4: 4,415 shares 4,415 $234K <0.01% +2 Timeline DTH 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 4,971 shares; 2025Q2: 5,004 shares; 2025Q3: 4,517 shares; 2025Q4: 4,531 shares 4,531 $234K <0.01% +14 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 1,957 shares; 2025Q1: 1,823 shares; 2025Q2: 1,819 shares; 2025Q3: 1,816 shares; 2025Q4: 1,839 shares 1,839 $233K <0.01% +23 Timeline EVCM EVERCOMMERCE INC More: the full row for EVERCOMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,960 shares; 2024Q4: 19,179 shares; 2025Q1: 19,179 shares; 2025Q2: 19,179 shares; 2025Q3: 19,179 shares; 2025Q4: 19,179 shares 19,179 $232K <0.01% 0 Timeline OESX ORION ENERGY SYS INC More: the full row for ORION ENERGY SYS 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: 15,082 shares 15,082 $232K <0.01% new Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,168 shares; 2024Q4: 15,168 shares; 2025Q1: 15,168 shares; 2025Q2: 15,168 shares; 2025Q3: 15,168 shares; 2025Q4: 15,168 shares 15,168 $232K <0.01% 0 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,100 shares; 2025Q3: not reported; 2025Q4: 4,700 shares 4,700 $231K <0.01% new NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,643 shares; 2024Q4: 12,081 shares; 2025Q1: 12,081 shares; 2025Q2: 10,881 shares; 2025Q3: 10,881 shares; 2025Q4: 10,881 shares 10,881 $231K <0.01% 0 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,469 shares; 2024Q4: 27,174 shares; 2025Q1: 25,902 shares; 2025Q2: 13,433 shares; 2025Q3: 34,232 shares; 2025Q4: 39,123 shares 39,123 $230K <0.01% +4,891 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: 213 shares; 2025Q1: 6,338 shares; 2025Q2: 428 shares; 2025Q3: 3,397 shares; 2025Q4: 3,897 shares 3,897 $230K <0.01% +500 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 609 shares; 2025Q1: 32,510 shares; 2025Q2: 1,251 shares; 2025Q3: 16,189 shares; 2025Q4: 6,942 shares 6,942 $229K <0.01% -9,247 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 248 shares; 2025Q1: 251 shares; 2025Q2: 252 shares; 2025Q3: 251 shares; 2025Q4: 8,255 shares 8,255 $229K <0.01% +8,004 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,180 shares; 2024Q4: 6,083 shares; 2025Q1: 5,799 shares; 2025Q2: 5,810 shares; 2025Q3: 5,070 shares; 2025Q4: 13,961 shares 13,961 $229K <0.01% +8,891 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,633 shares; 2025Q4: 4,633 shares 4,633 $228K <0.01% 0 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,218 shares 7,218 $228K <0.01% new Timeline