NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,115 shares; 2024Q4: 15,182 shares; 2025Q1: 9,934 shares; 2025Q2: 17,611 shares; 2025Q3: 30,201 shares; 2025Q4: 24,295 shares 24,295 $542K <0.01% -5,906 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 8,286 shares; 2025Q1: 9,586 shares; 2025Q2: 9,104 shares; 2025Q3: 11,776 shares; 2025Q4: 9,097 shares 9,097 $541K <0.01% -2,679 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,563 shares; 2025Q1: 4,365 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 10,410 shares 10,410 $541K <0.01% +5,912 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: 12,069 shares; 2024Q4: 12,340 shares; 2025Q1: 12,706 shares; 2025Q2: 15,005 shares; 2025Q3: 13,158 shares; 2025Q4: 11,643 shares 11,643 $540K <0.01% -1,515 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,180 shares; 2025Q1: 1,168 shares; 2025Q2: 4,216 shares; 2025Q3: 7,268 shares; 2025Q4: 6,882 shares 6,882 $537K <0.01% -386 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: 6,150 shares; 2024Q4: 5,708 shares; 2025Q1: 6,991 shares; 2025Q2: 5,203 shares; 2025Q3: 5,905 shares; 2025Q4: 8,197 shares 8,197 $536K <0.01% +2,292 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,847 shares; 2024Q4: 57,847 shares; 2025Q1: 57,847 shares; 2025Q2: 57,847 shares; 2025Q3: 57,847 shares; 2025Q4: 52,865 shares 52,865 $529K <0.01% -4,982 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,644 shares; 2025Q1: 2,461 shares; 2025Q2: 2,484 shares; 2025Q3: 2,503 shares; 2025Q4: 2,285 shares 2,285 $527K <0.01% -218 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 883 shares; 2025Q1: 2,203 shares; 2025Q2: 2,887 shares; 2025Q3: 855 shares; 2025Q4: 1,248 shares 1,248 $524K <0.01% +393 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: 2,241 shares; 2024Q4: 2,383 shares; 2025Q1: 2,370 shares; 2025Q2: 2,290 shares; 2025Q3: 2,710 shares; 2025Q4: 3,015 shares 3,015 $523K <0.01% +305 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: 800 shares; 2024Q4: 1,039 shares; 2025Q1: 878 shares; 2025Q2: 789 shares; 2025Q3: 895 shares; 2025Q4: 1,551 shares 1,551 $523K <0.01% +656 Timeline IYY 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: 5,960 shares; 2024Q4: 5,778 shares; 2025Q1: 5,437 shares; 2025Q2: 5,275 shares; 2025Q3: 3,141 shares; 2025Q4: 3,146 shares 3,146 $522K <0.01% +5 Timeline TQQQ 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: 8,133 shares; 2024Q4: 8,002 shares; 2025Q1: 8,312 shares; 2025Q2: 9,085 shares; 2025Q3: 7,934 shares; 2025Q4: 9,883 shares 9,883 $521K <0.01% +1,949 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439 shares; 2025Q1: 4,133 shares; 2025Q2: 2,777 shares; 2025Q3: 3,093 shares; 2025Q4: 2,724 shares 2,724 $521K <0.01% -369 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,795 shares; 2024Q4: 22,475 shares; 2025Q1: 57,203 shares; 2025Q2: 19,272 shares; 2025Q3: 16,924 shares; 2025Q4: 19,787 shares 19,787 $521K <0.01% +2,863 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,565 shares; 2024Q4: 22,694 shares; 2025Q1: 22,565 shares; 2025Q2: 22,565 shares; 2025Q3: 22,565 shares; 2025Q4: 22,565 shares 22,565 $520K <0.01% 0 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 10,312 shares 10,312 $518K <0.01% +9,281 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: 12,125 shares; 2024Q4: 11,062 shares; 2025Q1: 10,574 shares; 2025Q2: 9,286 shares; 2025Q3: 11,076 shares; 2025Q4: 21,617 shares 21,617 $516K <0.01% +10,541 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 924 shares; 2025Q1: 3,502 shares; 2025Q2: 3,858 shares; 2025Q3: 4,099 shares; 2025Q4: 4,257 shares 4,257 $514K <0.01% +158 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,468 shares; 2024Q4: 12,363 shares; 2025Q1: 12,078 shares; 2025Q2: 12,929 shares; 2025Q3: 12,898 shares; 2025Q4: 13,463 shares 13,463 $512K <0.01% +565 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 14,989 shares; 2025Q1: 17,875 shares; 2025Q2: 18,818 shares; 2025Q3: 22,893 shares; 2025Q4: 19,778 shares 19,778 $512K <0.01% -3,115 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,121 shares; 2025Q1: 10,049 shares; 2025Q2: 10,231 shares; 2025Q3: 10,358 shares; 2025Q4: 11,079 shares 11,079 $510K <0.01% +721 Timeline IBMS 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: 1,561 shares; 2025Q4: 19,548 shares 19,548 $509K <0.01% +17,987 Timeline FELV 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: 16,544 shares; 2024Q4: 6,601 shares; 2025Q1: 9,399 shares; 2025Q2: 10,595 shares; 2025Q3: 11,306 shares; 2025Q4: 14,688 shares 14,688 $509K <0.01% +3,382 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: 7,201 shares; 2024Q4: 6,967 shares; 2025Q1: 7,093 shares; 2025Q2: 7,073 shares; 2025Q3: 8,031 shares; 2025Q4: 11,382 shares 11,382 $509K <0.01% +3,351 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,100 shares; 2024Q4: 45,009 shares; 2025Q1: 48,131 shares; 2025Q2: 48,162 shares; 2025Q3: 49,073 shares; 2025Q4: 21,805 shares 21,805 $508K <0.01% -27,268 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 3,002 shares; 2025Q1: 2,818 shares; 2025Q2: 3,155 shares; 2025Q3: 3,300 shares; 2025Q4: 3,349 shares 3,349 $503K <0.01% +49 Timeline BOXX 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: 10,964 shares; 2025Q2: 12,605 shares; 2025Q3: 4,602 shares; 2025Q4: 4,364 shares 4,364 $502K <0.01% -238 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 2,924 shares; 2025Q1: 414 shares; 2025Q2: 25,842 shares; 2025Q3: 72,609 shares; 2025Q4: 68,427 shares 68,427 $501K <0.01% -4,182 Timeline SDOG 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: 6,054 shares; 2024Q4: 7,023 shares; 2025Q1: 6,874 shares; 2025Q2: 8,531 shares; 2025Q3: 8,559 shares; 2025Q4: 8,272 shares 8,272 $500K <0.01% -287 Timeline GII 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: 4,878 shares; 2024Q4: 4,159 shares; 2025Q1: 7,644 shares; 2025Q2: 7,482 shares; 2025Q3: 8,761 shares; 2025Q4: 7,142 shares 7,142 $498K <0.01% -1,619 Timeline DGRS 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: 6,568 shares; 2024Q4: 4,242 shares; 2025Q1: 4,703 shares; 2025Q2: 8,218 shares; 2025Q3: 9,663 shares; 2025Q4: 10,005 shares 10,005 $496K <0.01% +342 Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 3,555 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 12,010 shares 12,010 $496K <0.01% +9,896 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,583 shares; 2025Q1: 2,720 shares; 2025Q2: 1,540 shares; 2025Q3: 1,549 shares; 2025Q4: 1,558 shares 1,558 $496K <0.01% +9 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 53,690 shares 53,690 $494K <0.01% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,825 shares; 2024Q4: 5,004 shares; 2025Q1: 5,819 shares; 2025Q2: 6,594 shares; 2025Q3: 4,611 shares; 2025Q4: 5,362 shares 5,362 $493K <0.01% +751 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,253 shares; 2025Q1: 2,238 shares; 2025Q2: 2,274 shares; 2025Q3: 2,298 shares; 2025Q4: 2,377 shares 2,377 $491K <0.01% +79 Timeline GVI 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: 1,008 shares; 2024Q4: 748 shares; 2025Q1: 690 shares; 2025Q2: 1,490 shares; 2025Q3: 700 shares; 2025Q4: 4,571 shares 4,571 $491K <0.01% +3,871 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 1,498 shares; 2025Q1: 2,339 shares; 2025Q2: 2,296 shares; 2025Q3: 1,872 shares; 2025Q4: 2,838 shares 2,838 $490K <0.01% +966 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,203 shares; 2025Q2: 2,219 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares 2,206 $490K <0.01% 0 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,077 shares; 2025Q1: 5,224 shares; 2025Q2: 6,381 shares; 2025Q3: 7,299 shares; 2025Q4: 7,405 shares 7,405 $490K <0.01% +106 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,526 shares; 2025Q1: 2,699 shares; 2025Q2: 2,470 shares; 2025Q3: 2,668 shares; 2025Q4: 3,119 shares 3,119 $489K <0.01% +451 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,335 shares; 2024Q4: 35,168 shares; 2025Q1: 35,512 shares; 2025Q2: 37,814 shares; 2025Q3: 38,739 shares; 2025Q4: 42,795 shares 42,795 $489K <0.01% +4,056 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 17,671 shares; 2025Q1: 22,516 shares; 2025Q2: 22,374 shares; 2025Q3: 22,374 shares; 2025Q4: 31,766 shares 31,766 $487K <0.01% +9,392 Timeline PNQI 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: 5,387 shares; 2024Q4: 6,892 shares; 2025Q1: 6,717 shares; 2025Q2: 6,259 shares; 2025Q3: 8,568 shares; 2025Q4: 9,008 shares 9,008 $486K <0.01% +440 Timeline FDRR 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: 5,905 shares; 2024Q4: 8,604 shares; 2025Q1: 8,944 shares; 2025Q2: 7,251 shares; 2025Q3: 8,696 shares; 2025Q4: 7,938 shares 7,938 $484K <0.01% -758 Timeline JXI 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: 253 shares; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 65 shares; 2025Q3: 12 shares; 2025Q4: 6,127 shares 6,127 $482K <0.01% +6,115 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,680 shares; 2025Q1: 5,565 shares; 2025Q2: 5,920 shares; 2025Q3: 8,287 shares; 2025Q4: 11,265 shares 11,265 $481K <0.01% +2,978 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 16,013 shares; 2025Q1: 19,013 shares; 2025Q2: 16,013 shares; 2025Q3: 17,103 shares; 2025Q4: 25,103 shares 25,103 $480K <0.01% +8,000 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 8,797 shares; 2025Q1: 10,300 shares; 2025Q2: 8,656 shares; 2025Q3: 9,742 shares; 2025Q4: 12,414 shares 12,414 $480K <0.01% +2,672 Timeline OIH 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: 604 shares; 2024Q4: 612 shares; 2025Q1: 627 shares; 2025Q2: 1,319 shares; 2025Q3: 1,779 shares; 2025Q4: 1,685 shares 1,685 $480K <0.01% -94 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,963 shares; 2024Q4: 26,123 shares; 2025Q1: 12,379 shares; 2025Q2: 15,559 shares; 2025Q3: 25,897 shares; 2025Q4: 29,823 shares 29,823 $479K <0.01% +3,926 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: 7,404 shares; 2025Q3: 43,043 shares; 2025Q4: 43,017 shares 43,017 $479K <0.01% -26 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 720 shares; 2025Q1: 837 shares; 2025Q2: 1,109 shares; 2025Q3: 1,244 shares; 2025Q4: 1,194 shares 1,194 $479K <0.01% -50 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,589 shares; 2024Q4: 15,658 shares; 2025Q1: 15,945 shares; 2025Q2: 22,287 shares; 2025Q3: 22,645 shares; 2025Q4: 21,535 shares 21,535 $478K <0.01% -1,110 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 2,720 shares; 2025Q2: 7,586 shares; 2025Q3: 8,228 shares; 2025Q4: 8,189 shares 8,189 $478K <0.01% -39 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,955 shares 4,955 $476K <0.01% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,835 shares; 2024Q4: 22,874 shares; 2025Q1: 5,299 shares; 2025Q2: 5,174 shares; 2025Q3: 7,748 shares; 2025Q4: 12,396 shares 12,396 $474K <0.01% +4,648 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,574 shares; 2025Q2: 5,574 shares; 2025Q3: 10,654 shares; 2025Q4: 19,212 shares 19,212 $472K <0.01% +8,558 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,061 shares; 2025Q1: 2,192 shares; 2025Q2: 2,462 shares; 2025Q3: 3,468 shares; 2025Q4: 4,695 shares 4,695 $471K <0.01% +1,227 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: 38,616 shares; 2024Q4: 21,594 shares; 2025Q1: 5,994 shares; 2025Q2: 8,268 shares; 2025Q3: 9,682 shares; 2025Q4: 11,940 shares 11,940 $470K <0.01% +2,258 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,015 shares; 2024Q4: 15,215 shares; 2025Q1: 13,108 shares; 2025Q2: 12,569 shares; 2025Q3: 10,709 shares; 2025Q4: 12,234 shares 12,234 $469K <0.01% +1,525 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,783 shares; 2024Q4: 50,114 shares; 2025Q1: 57,612 shares; 2025Q2: 52,372 shares; 2025Q3: 54,189 shares; 2025Q4: 42,944 shares 42,944 $468K <0.01% -11,245 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: 4,950 shares; 2025Q4: 4,966 shares 4,966 $467K <0.01% +16 Timeline QQQJ 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: 25,592 shares; 2024Q4: 24,623 shares; 2025Q1: 10,932 shares; 2025Q2: 14,458 shares; 2025Q3: 12,117 shares; 2025Q4: 12,665 shares 12,665 $467K <0.01% +548 Timeline DIHP 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: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 14,497 shares; 2025Q3: 14,268 shares; 2025Q4: 14,732 shares 14,732 $466K <0.01% +464 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 2,774 shares; 2025Q3: 2,946 shares; 2025Q4: 3,634 shares 3,634 $464K <0.01% +688 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,856 shares; 2024Q4: 10,268 shares; 2025Q1: 506,418 shares; 2025Q2: 555,663 shares; 2025Q3: 586,824 shares; 2025Q4: 8,974 shares 8,974 $464K <0.01% -577,850 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 14,030 shares; 2025Q1: 13,948 shares; 2025Q2: 19,405 shares; 2025Q3: 16,405 shares; 2025Q4: 13,805 shares 13,805 $463K <0.01% -2,600 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,821 shares; 2024Q4: 158,672 shares; 2025Q1: 204,898 shares; 2025Q2: 197,800 shares; 2025Q3: 189,518 shares; 2025Q4: 158,888 shares 158,888 $462K <0.01% -30,630 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 847 shares; 2025Q3: 795 shares; 2025Q4: 760 shares 760 $461K <0.01% -35 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,337 shares; 2025Q1: 2,432 shares; 2025Q2: 2,602 shares; 2025Q3: 2,717 shares; 2025Q4: 2,488 shares 2,488 $459K <0.01% -229 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: 3,555 shares; 2024Q4: 2,400 shares; 2025Q1: 3,116 shares; 2025Q2: 4,003 shares; 2025Q3: 3,729 shares; 2025Q4: 3,344 shares 3,344 $455K <0.01% -385 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: 7,816 shares; 2024Q4: 7,816 shares; 2025Q1: 8,838 shares; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares; 2025Q4: 8,838 shares 8,838 $455K <0.01% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,858 shares; 2025Q1: 1,317 shares; 2025Q2: 1,384 shares; 2025Q3: 1,332 shares; 2025Q4: 1,514 shares 1,514 $455K <0.01% +182 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: 11,530 shares; 2024Q4: 11,278 shares; 2025Q1: 10,994 shares; 2025Q2: 11,661 shares; 2025Q3: 10,293 shares; 2025Q4: 8,393 shares 8,393 $454K <0.01% -1,900 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 20,088 shares; 2025Q1: 25,648 shares; 2025Q2: 34,399 shares; 2025Q3: 21,150 shares; 2025Q4: 15,381 shares 15,381 $454K <0.01% -5,769 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,394 shares; 2025Q1: 4,497 shares; 2025Q2: 4,736 shares; 2025Q3: 4,346 shares; 2025Q4: 4,682 shares 4,682 $453K <0.01% +336 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 5,236 shares; 2025Q1: 5,176 shares; 2025Q2: 6,667 shares; 2025Q3: 8,536 shares; 2025Q4: 14,091 shares 14,091 $452K <0.01% +5,555 Timeline RPG 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: 7,341 shares; 2024Q4: 6,677 shares; 2025Q1: 6,755 shares; 2025Q2: 8,359 shares; 2025Q3: 9,365 shares; 2025Q4: 9,607 shares 9,607 $448K <0.01% +242 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 7,276 shares; 2025Q4: 10,110 shares 10,110 $446K <0.01% +2,834 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 7,541 shares; 2025Q1: 10,503 shares; 2025Q2: 10,116 shares; 2025Q3: 12,515 shares; 2025Q4: 20,573 shares 20,573 $446K <0.01% +8,058 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,019 shares; 2025Q1: 8,990 shares; 2025Q2: 8,987 shares; 2025Q3: 8,969 shares; 2025Q4: 8,433 shares 8,433 $444K <0.01% -536 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,625 shares; 2025Q1: 3,416 shares; 2025Q2: 4,143 shares; 2025Q3: 4,028 shares; 2025Q4: 5,094 shares 5,094 $444K <0.01% +1,066 Timeline BIZD 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: 10,743 shares; 2024Q4: 15,576 shares; 2025Q1: 16,250 shares; 2025Q2: 25,748 shares; 2025Q3: 41,671 shares; 2025Q4: 31,223 shares 31,223 $443K <0.01% -10,448 Timeline IBTM 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: 12,985 shares; 2024Q4: 15,241 shares; 2025Q1: 16,856 shares; 2025Q2: 16,856 shares; 2025Q3: 18,199 shares; 2025Q4: 19,182 shares 19,182 $443K <0.01% +983 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 6,922 shares; 2025Q1: 15,331 shares; 2025Q2: 13,905 shares; 2025Q3: 11,093 shares; 2025Q4: 11,417 shares 11,417 $437K <0.01% +324 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 5,906 shares; 2025Q1: 4,976 shares; 2025Q2: 4,163 shares; 2025Q3: 3,562 shares; 2025Q4: 3,228 shares 3,228 $437K <0.01% -334 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: 4,730 shares; 2024Q4: 4,375 shares; 2025Q1: 5,989 shares; 2025Q2: 6,776 shares; 2025Q3: 7,061 shares; 2025Q4: 7,034 shares 7,034 $436K <0.01% -27 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,296 shares; 2025Q1: 1,603 shares; 2025Q2: 1,420 shares; 2025Q3: 1,305 shares; 2025Q4: 3,208 shares 3,208 $436K <0.01% +1,903 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,547 shares; 2025Q1: 2,347 shares; 2025Q2: 2,100 shares; 2025Q3: 2,756 shares; 2025Q4: 2,570 shares 2,570 $436K <0.01% -186 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: 58,591 shares; 2024Q4: 59,040 shares; 2025Q1: 36,493 shares; 2025Q2: 37,178 shares; 2025Q3: 39,870 shares; 2025Q4: 32,940 shares 32,940 $435K <0.01% -6,930 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $435K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 5,469 shares; 2025Q1: 5,132 shares; 2025Q2: 4,191 shares; 2025Q3: 3,469 shares; 2025Q4: 6,664 shares 6,664 $434K <0.01% +3,195 Timeline ROM 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: 4,580 shares; 2024Q4: 4,655 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 5,695 shares; 2025Q4: 4,580 shares 4,580 $432K <0.01% -1,115 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 733 shares; 2025Q1: 710 shares; 2025Q2: 9,033 shares; 2025Q3: 5,057 shares; 2025Q4: 7,938 shares 7,938 $432K <0.01% +2,881 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,622 shares; 2024Q4: 6,350 shares; 2025Q1: 6,978 shares; 2025Q2: 7,886 shares; 2025Q3: 7,471 shares; 2025Q4: 8,825 shares 8,825 $429K <0.01% +1,354 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 784 shares; 2025Q1: 860 shares; 2025Q2: 749 shares; 2025Q3: 999 shares; 2025Q4: 4,889 shares 4,889 $427K <0.01% +3,890 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,306 shares; 2024Q4: 49,532 shares; 2025Q1: 52,406 shares; 2025Q2: 43,127 shares; 2025Q3: 38,911 shares; 2025Q4: 37,859 shares 37,859 $426K <0.01% -1,052 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 6,677 shares; 2025Q1: 6,079 shares; 2025Q2: 4,481 shares; 2025Q3: 4,634 shares; 2025Q4: 4,746 shares 4,746 $425K <0.01% +112 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 5,896 shares; 2025Q1: 8,535 shares; 2025Q2: 8,235 shares; 2025Q3: 8,235 shares; 2025Q4: 8,235 shares 8,235 $424K <0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 9,862 shares 9,862 $424K <0.01% new Timeline PIE 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: 34,678 shares; 2024Q4: 22,132 shares; 2025Q1: 19,589 shares; 2025Q2: 15,841 shares; 2025Q3: 18,222 shares; 2025Q4: 17,864 shares 17,864 $422K <0.01% -358 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,098 shares; 2025Q1: 3,934 shares; 2025Q2: 4,169 shares; 2025Q3: 4,976 shares; 2025Q4: 5,358 shares 5,358 $420K <0.01% +382 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: 9,600 shares; 2024Q4: 7,299 shares; 2025Q1: 4,171 shares; 2025Q2: 8,960 shares; 2025Q3: 6,054 shares; 2025Q4: 9,105 shares 9,105 $420K <0.01% +3,051 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,412 shares; 2025Q4: 14,863 shares 14,863 $419K <0.01% +12,451 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 2,559 shares; 2025Q1: 2,185 shares; 2025Q2: 1,940 shares; 2025Q3: 539 shares; 2025Q4: 671 shares 671 $418K <0.01% +132 Timeline BBCA 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: 2,667 shares; 2024Q4: 2,464 shares; 2025Q1: 2,914 shares; 2025Q2: 4,601 shares; 2025Q3: 4,697 shares; 2025Q4: 4,476 shares 4,476 $416K <0.01% -221 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,691 shares; 2025Q1: 960 shares; 2025Q2: 915 shares; 2025Q3: 3,875 shares; 2025Q4: 3,212 shares 3,212 $416K <0.01% -663 Timeline JPRE 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: 2,096 shares; 2024Q4: 2,250 shares; 2025Q1: 3,229 shares; 2025Q2: 3,489 shares; 2025Q3: 4,926 shares; 2025Q4: 8,820 shares 8,820 $412K <0.01% +3,894 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 6,103 shares; 2025Q1: 8,285 shares; 2025Q2: 5,078 shares; 2025Q3: 4,697 shares; 2025Q4: 4,895 shares 4,895 $410K <0.01% +198 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: 1,120 shares; 2024Q4: 1,468 shares; 2025Q1: 2,561 shares; 2025Q2: 4,442 shares; 2025Q3: 5,872 shares; 2025Q4: 10,670 shares 10,670 $410K <0.01% +4,798 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 3,799 shares; 2025Q4: 5,162 shares 5,162 $410K <0.01% +1,363 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: 1,378 shares; 2024Q4: 1,613 shares; 2025Q1: 1,713 shares; 2025Q2: 1,680 shares; 2025Q3: 1,648 shares; 2025Q4: 1,685 shares 1,685 $409K <0.01% +37 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,321 shares; 2024Q4: 234,345 shares; 2025Q1: 9,507 shares; 2025Q2: 7,611 shares; 2025Q3: 9,039 shares; 2025Q4: 14,650 shares 14,650 $408K <0.01% +5,611 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 2,493 shares; 2025Q1: 3,606 shares; 2025Q2: 3,885 shares; 2025Q3: 3,671 shares; 2025Q4: 4,086 shares 4,086 $408K <0.01% +415 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 1,844 shares; 2025Q1: 3,562 shares; 2025Q2: 2,289 shares; 2025Q3: 2,905 shares; 2025Q4: 5,905 shares 5,905 $406K <0.01% +3,000 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 6,750 shares; 2025Q1: 5,562 shares; 2025Q2: 3,198 shares; 2025Q3: 2,710 shares; 2025Q4: 7,315 shares 7,315 $406K <0.01% +4,605 Timeline EIPI 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: 13,738 shares; 2024Q4: 13,748 shares; 2025Q1: 22,210 shares; 2025Q2: 21,287 shares; 2025Q3: 19,170 shares; 2025Q4: 20,383 shares 20,383 $405K <0.01% +1,213 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 11,354 shares; 2025Q1: 11,875 shares; 2025Q2: 12,509 shares; 2025Q3: 17,492 shares; 2025Q4: 17,297 shares 17,297 $402K <0.01% -195 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,215 shares; 2024Q4: 45,856 shares; 2025Q1: 40,528 shares; 2025Q2: 19,926 shares; 2025Q3: 16,588 shares; 2025Q4: 20,431 shares 20,431 $401K <0.01% +3,843 Timeline KNG 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: 20,918 shares; 2024Q4: 24,829 shares; 2025Q1: 16,504 shares; 2025Q2: 14,486 shares; 2025Q3: 11,836 shares; 2025Q4: 8,133 shares 8,133 $400K <0.01% -3,703 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 11,778 shares; 2025Q1: 21,313 shares; 2025Q2: 39,945 shares; 2025Q3: 47,141 shares; 2025Q4: 38,173 shares 38,173 $399K <0.01% -8,968 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427,587 shares; 2024Q4: 1,342,872 shares; 2025Q1: 84,322 shares; 2025Q2: 33,137 shares; 2025Q3: 25,808 shares; 2025Q4: 26,730 shares 26,730 $394K <0.01% +922 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,969 shares; 2025Q4: 35,613 shares 35,613 $393K <0.01% -356 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,594 shares; 2025Q1: 5,240 shares; 2025Q2: 5,276 shares; 2025Q3: 5,205 shares; 2025Q4: 5,197 shares 5,197 $393K <0.01% -8 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,872 shares; 2024Q4: 32,912 shares; 2025Q1: 26,850 shares; 2025Q2: 24,160 shares; 2025Q3: 24,636 shares; 2025Q4: 22,010 shares 22,010 $392K <0.01% -2,626 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: 13,735 shares; 2025Q2: 13,735 shares; 2025Q3: 13,735 shares; 2025Q4: 13,735 shares 13,735 $391K <0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 4,042 shares; 2025Q1: 4,476 shares; 2025Q2: 3,420 shares; 2025Q3: 3,871 shares; 2025Q4: 4,472 shares 4,472 $389K <0.01% +601 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,780 shares; 2024Q4: 37,495 shares; 2025Q1: 48,003 shares; 2025Q2: 50,168 shares; 2025Q3: 23,303 shares; 2025Q4: 59,960 shares 59,960 $388K <0.01% +36,657 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: 108,046 shares; 2024Q4: 17,055 shares; 2025Q1: 17,478 shares; 2025Q2: 12,719 shares; 2025Q3: 8,531 shares; 2025Q4: 9,243 shares 9,243 $388K <0.01% +712 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,761 shares; 2024Q4: 12,069 shares; 2025Q1: 12,265 shares; 2025Q2: 11,998 shares; 2025Q3: 11,039 shares; 2025Q4: 29,233 shares 29,233 $386K <0.01% +18,194 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 131 shares; 2025Q1: 132 shares; 2025Q2: 150 shares; 2025Q3: 175 shares; 2025Q4: 179 shares 179 $384K <0.01% +4 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 2,233 shares; 2025Q1: 3,324 shares; 2025Q2: 3,545 shares; 2025Q3: 2,251 shares; 2025Q4: 2,196 shares 2,196 $383K <0.01% -55 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,558 shares; 2024Q4: 8,364 shares; 2025Q1: 8,350 shares; 2025Q2: 8,396 shares; 2025Q3: 8,366 shares; 2025Q4: 8,359 shares 8,359 $382K <0.01% -7 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: 13,932 shares; 2024Q4: 12,557 shares; 2025Q1: 12,695 shares; 2025Q2: 12,829 shares; 2025Q3: 12,952 shares; 2025Q4: 14,777 shares 14,777 $380K <0.01% +1,825 Timeline BBUS 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: 515 shares; 2024Q4: 1,477 shares; 2025Q1: 976 shares; 2025Q2: 941 shares; 2025Q3: 852 shares; 2025Q4: 3,077 shares 3,077 $379K <0.01% +2,225 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 7,221 shares; 2025Q1: 8,918 shares; 2025Q2: 6,686 shares; 2025Q3: 7,284 shares; 2025Q4: 6,828 shares 6,828 $377K <0.01% -456 Timeline USSG 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: 9,349 shares; 2024Q4: 9,179 shares; 2025Q1: 9,198 shares; 2025Q2: 6,083 shares; 2025Q3: 5,931 shares; 2025Q4: 5,931 shares 5,931 $377K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 2,826 shares; 2025Q1: 3,048 shares; 2025Q2: 2,044 shares; 2025Q3: 1,842 shares; 2025Q4: 1,882 shares 1,882 $374K <0.01% +40 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,996 shares; 2025Q1: 3,866 shares; 2025Q2: 4,773 shares; 2025Q3: 5,409 shares; 2025Q4: 6,390 shares 6,390 $373K <0.01% +981 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,250 shares; 2025Q1: 2,194 shares; 2025Q2: 2,131 shares; 2025Q3: 2,239 shares; 2025Q4: 2,318 shares 2,318 $372K <0.01% +79 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 6,213 shares; 2025Q1: 5,275 shares; 2025Q2: 6,820 shares; 2025Q3: 9,801 shares; 2025Q4: 9,192 shares 9,192 $372K <0.01% -609 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,117 shares; 2024Q4: 29,919 shares; 2025Q1: 30,972 shares; 2025Q2: 26,280 shares; 2025Q3: 26,283 shares; 2025Q4: 24,986 shares 24,986 $372K <0.01% -1,297 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,021 shares; 2025Q2: 618 shares; 2025Q3: 276 shares; 2025Q4: 3,508 shares 3,508 $369K <0.01% +3,232 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 11,525 shares; 2025Q1: 12,182 shares; 2025Q2: 6,600 shares; 2025Q3: 6,721 shares; 2025Q4: 6,244 shares 6,244 $369K <0.01% -477 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 4,372 shares; 2025Q1: 1,000 shares; 2025Q2: 1,273 shares; 2025Q3: 6,000 shares; 2025Q4: 29,619 shares 29,619 $368K <0.01% +23,619 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 5,981 shares; 2025Q1: 7,585 shares; 2025Q2: 7,835 shares; 2025Q3: 8,110 shares; 2025Q4: 8,715 shares 8,715 $368K <0.01% +605 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 3,594 shares; 2025Q1: 3,256 shares; 2025Q2: 2,641 shares; 2025Q3: 2,791 shares; 2025Q4: 3,511 shares 3,511 $367K <0.01% +720 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,877 shares; 2025Q1: 14,865 shares; 2025Q2: 14,785 shares; 2025Q3: 14,279 shares; 2025Q4: 14,304 shares 14,304 $367K <0.01% +25 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 3,899 shares; 2025Q1: 3,756 shares; 2025Q2: 4,823 shares; 2025Q3: 3,894 shares; 2025Q4: 3,847 shares 3,847 $367K <0.01% -47 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: 449 shares; 2024Q4: 778 shares; 2025Q1: 988 shares; 2025Q2: 1,159 shares; 2025Q3: 4,144 shares; 2025Q4: 4,826 shares 4,826 $364K <0.01% +682 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 1,108 shares 1,108 $364K <0.01% +1,100 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 2,898 shares; 2025Q1: 2,942 shares; 2025Q2: 3,017 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares 3,125 $364K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,442 shares; 2024Q4: 14,353 shares; 2025Q1: 14,797 shares; 2025Q2: 13,649 shares; 2025Q3: 11,346 shares; 2025Q4: 11,622 shares 11,622 $363K <0.01% +276 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: 6,155 shares; 2024Q4: 4,910 shares; 2025Q1: 4,635 shares; 2025Q2: 3,193 shares; 2025Q3: 3,012 shares; 2025Q4: 4,053 shares 4,053 $362K <0.01% +1,041 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 4,943 shares; 2025Q1: 1,671 shares; 2025Q2: 1,568 shares; 2025Q3: 1,734 shares; 2025Q4: 1,771 shares 1,771 $360K <0.01% +37 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,289 shares; 2025Q1: 1,302 shares; 2025Q2: 2,345 shares; 2025Q3: 2,528 shares; 2025Q4: 2,565 shares 2,565 $359K <0.01% +37 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 6,408 shares; 2025Q1: 2,540 shares; 2025Q2: 2,291 shares; 2025Q3: 2,107 shares; 2025Q4: 2,791 shares 2,791 $353K <0.01% +684 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,980 shares; 2024Q4: 15,445 shares; 2025Q1: 15,381 shares; 2025Q2: 15,377 shares; 2025Q3: 15,435 shares; 2025Q4: 19,185 shares 19,185 $353K <0.01% +3,750 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,325 shares; 2025Q1: 1,273 shares; 2025Q2: 1,350 shares; 2025Q3: 1,746 shares; 2025Q4: 1,969 shares 1,969 $352K <0.01% +223 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,506 shares; 2024Q4: 17,386 shares; 2025Q1: 25,513 shares; 2025Q2: 18,493 shares; 2025Q3: 20,560 shares; 2025Q4: 29,971 shares 29,971 $352K <0.01% +9,411 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822,365 shares; 2024Q4: 772,955 shares; 2025Q1: 55,114 shares; 2025Q2: 16,669 shares; 2025Q3: 7,429 shares; 2025Q4: 7,314 shares 7,314 $350K <0.01% -115 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 1,064 shares; 2025Q2: 749 shares; 2025Q3: 6,856 shares; 2025Q4: 7,711 shares 7,711 $350K <0.01% +855 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 4,229 shares; 2025Q1: 3,849 shares; 2025Q2: 16,809 shares; 2025Q3: 18,080 shares; 2025Q4: 20,001 shares 20,001 $350K <0.01% +1,921 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: 6,570 shares; 2024Q4: 10,743 shares; 2025Q1: 8,351 shares; 2025Q2: 6,851 shares; 2025Q3: 5,659 shares; 2025Q4: 5,019 shares 5,019 $347K <0.01% -640 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: 4,826 shares; 2024Q4: 4,876 shares; 2025Q1: 5,079 shares; 2025Q2: 4,902 shares; 2025Q3: 9,778 shares; 2025Q4: 9,853 shares 9,853 $347K <0.01% +75 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: 634 shares; 2025Q3: 636 shares; 2025Q4: 4,378 shares 4,378 $345K <0.01% +3,742 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,480 shares; 2025Q1: 1,880 shares; 2025Q2: 1,557 shares; 2025Q3: 1,695 shares; 2025Q4: 1,664 shares 1,664 $345K <0.01% -31 Timeline EVMO 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: 191 shares; 2025Q4: 6,785 shares 6,785 $344K <0.01% +6,594 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 34 shares; 2025Q3: 46 shares; 2025Q4: 3,537 shares 3,537 $344K <0.01% +3,491 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 11,998 shares; 2025Q1: 8,832 shares; 2025Q2: 8,832 shares; 2025Q3: 9,232 shares; 2025Q4: 8,892 shares 8,892 $343K <0.01% -340 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 13 shares; 2025Q1: 6 shares; 2025Q2: 1,312 shares; 2025Q3: 1,314 shares; 2025Q4: 1,343 shares 1,343 $343K <0.01% +29 Timeline ACLC 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: 3,214 shares; 2025Q1: 868 shares; 2025Q2: 4,302 shares; 2025Q3: 4,374 shares; 2025Q4: 4,346 shares 4,346 $341K <0.01% -28 Timeline EWX 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: 4,220 shares; 2024Q4: 5,556 shares; 2025Q1: 5,096 shares; 2025Q2: 5,272 shares; 2025Q3: 4,821 shares; 2025Q4: 5,180 shares 5,180 $340K <0.01% +359 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: 8,089 shares; 2024Q4: 7,364 shares; 2025Q1: 7,274 shares; 2025Q2: 4,578 shares; 2025Q3: 2,225 shares; 2025Q4: 1,624 shares 1,624 $340K <0.01% -601 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,264 shares; 2025Q1: 1,551 shares; 2025Q2: 1,470 shares; 2025Q3: 1,588 shares; 2025Q4: 6,503 shares 6,503 $339K <0.01% +4,915 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 272 shares; 2025Q1: 181 shares; 2025Q2: 1,736 shares; 2025Q3: 1,794 shares; 2025Q4: 1,549 shares 1,549 $338K <0.01% -245 Timeline IYZ 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: 5,518 shares; 2024Q4: 5,124 shares; 2025Q1: 5,183 shares; 2025Q2: 5,203 shares; 2025Q3: 17,167 shares; 2025Q4: 9,939 shares 9,939 $337K <0.01% -7,228 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,869 shares; 2024Q4: 23,869 shares; 2025Q1: 23,869 shares; 2025Q2: 24,226 shares; 2025Q3: 27,011 shares; 2025Q4: 30,029 shares 30,029 $336K <0.01% +3,018 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 5,908 shares; 2025Q1: 23,780 shares; 2025Q2: 24,747 shares; 2025Q3: 1,098 shares; 2025Q4: 1,626 shares 1,626 $335K <0.01% +528 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,297 shares; 2025Q3: 11,730 shares; 2025Q4: 12,238 shares 12,238 $334K <0.01% +508 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,388 shares; 2024Q4: 51,928 shares; 2025Q1: 51,096 shares; 2025Q2: 49,682 shares; 2025Q3: 41,659 shares; 2025Q4: 40,888 shares 40,888 $332K <0.01% -771 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,529 shares; 2024Q4: 79,296 shares; 2025Q1: 85,935 shares; 2025Q2: 92,577 shares; 2025Q3: 19,380 shares; 2025Q4: 7,085 shares 7,085 $331K <0.01% -12,295 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,121 shares; 2024Q4: 20,656 shares; 2025Q1: 20,656 shares; 2025Q2: 14,356 shares; 2025Q3: 14,157 shares; 2025Q4: 14,310 shares 14,310 $327K <0.01% +153 Timeline IBTO 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: 7,257 shares; 2024Q4: 9,374 shares; 2025Q1: 9,517 shares; 2025Q2: 9,489 shares; 2025Q3: 9,706 shares; 2025Q4: 13,224 shares 13,224 $325K <0.01% +3,518 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 127 shares; 2025Q1: 233 shares; 2025Q2: 158 shares; 2025Q3: 159 shares; 2025Q4: 1,416 shares 1,416 $324K <0.01% +1,257 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 8,413 shares; 2025Q1: 19,778 shares; 2025Q2: 19,798 shares; 2025Q3: 11,547 shares; 2025Q4: 11,540 shares 11,540 $322K <0.01% -7 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,220 shares; 2025Q1: 2,349 shares; 2025Q2: 2,434 shares; 2025Q3: 2,286 shares; 2025Q4: 5,130 shares 5,130 $320K <0.01% +2,844 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,351 shares; 2024Q4: 7,444 shares; 2025Q1: 5,976 shares; 2025Q2: 5,858 shares; 2025Q3: 4,962 shares; 2025Q4: 5,329 shares 5,329 $320K <0.01% +367 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 6,636 shares; 2025Q4: 6,666 shares 6,666 $320K <0.01% +30 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 10,139 shares; 2025Q1: 9,394 shares; 2025Q2: 8,716 shares; 2025Q3: 6,254 shares; 2025Q4: 6,343 shares 6,343 $319K <0.01% +89 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 270 shares; 2025Q1: 532 shares; 2025Q2: 626 shares; 2025Q3: 950 shares; 2025Q4: 1,260 shares 1,260 $318K <0.01% +310 Timeline OUSA 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: 6,693 shares; 2024Q4: 5,980 shares; 2025Q1: 5,501 shares; 2025Q2: 5,213 shares; 2025Q3: 5,162 shares; 2025Q4: 5,500 shares 5,500 $317K <0.01% +338 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,048 shares; 2024Q4: 13,151 shares; 2025Q1: 16,939 shares; 2025Q2: 14,557 shares; 2025Q3: 14,712 shares; 2025Q4: 18,957 shares 18,957 $317K <0.01% +4,245 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,149 shares; 2024Q4: 49,394 shares; 2025Q1: 49,526 shares; 2025Q2: 49,696 shares; 2025Q3: 50,590 shares; 2025Q4: 50,234 shares 50,234 $316K <0.01% -356 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,553 shares; 2025Q1: 2,888 shares; 2025Q2: 4,451 shares; 2025Q3: 4,151 shares; 2025Q4: 4,157 shares 4,157 $316K <0.01% +6 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,788 shares; 2025Q3: 25,166 shares; 2025Q4: 41,622 shares 41,622 $315K <0.01% +16,456 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 770 shares; 2025Q2: 763 shares; 2025Q3: 749 shares; 2025Q4: 804 shares 804 $314K <0.01% +55 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,185 shares; 2025Q1: 4,381 shares; 2025Q2: 4,341 shares; 2025Q3: 4,639 shares; 2025Q4: 6,402 shares 6,402 $314K <0.01% +1,763 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 10,504 shares; 2025Q1: 1,148 shares; 2025Q2: 1,033 shares; 2025Q3: 952 shares; 2025Q4: 944 shares 944 $314K <0.01% -8 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: 67 shares; 2024Q4: 64 shares; 2025Q1: 70 shares; 2025Q2: 53 shares; 2025Q3: 56 shares; 2025Q4: 43 shares 43 $314K <0.01% -13 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 388 shares; 2025Q1: 358 shares; 2025Q2: 380 shares; 2025Q3: 465 shares; 2025Q4: 697 shares 697 $313K <0.01% +232 Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,330 shares 6,330 $312K <0.01% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 8,219 shares; 2025Q1: 8,219 shares; 2025Q2: 55,522 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares 8,112 $312K <0.01% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 13,251 shares; 2025Q1: 8,664 shares; 2025Q2: 4,529 shares; 2025Q3: 4,566 shares; 2025Q4: 4,506 shares 4,506 $311K <0.01% -60 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 517 shares; 2025Q1: 1,766 shares; 2025Q2: 1,484 shares; 2025Q3: 3,295 shares; 2025Q4: 4,836 shares 4,836 $311K <0.01% +1,541 Timeline BBAX 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: 6,634 shares; 2024Q4: 6,423 shares; 2025Q1: 5,338 shares; 2025Q2: 5,735 shares; 2025Q3: 5,404 shares; 2025Q4: 5,515 shares 5,515 $310K <0.01% +111 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 600 shares; 2025Q1: 3,148 shares; 2025Q2: 4,985 shares; 2025Q3: 5,186 shares; 2025Q4: 6,888 shares 6,888 $310K <0.01% +1,702 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 7,283 shares; 2025Q1: 6,978 shares; 2025Q2: 5,917 shares; 2025Q3: 5,153 shares; 2025Q4: 4,624 shares 4,624 $309K <0.01% -529 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,297 shares; 2024Q4: 50,086 shares; 2025Q1: 39,749 shares; 2025Q2: 22,261 shares; 2025Q3: 22,717 shares; 2025Q4: 24,989 shares 24,989 $309K <0.01% +2,272 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 1,113 shares; 2025Q1: 867 shares; 2025Q2: 886 shares; 2025Q3: 956 shares; 2025Q4: 1,775 shares 1,775 $309K <0.01% +819 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: 3,434 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 5,791 shares; 2025Q4: 6,016 shares 6,016 $307K <0.01% +225 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 9,634 shares; 2025Q1: 9,580 shares; 2025Q2: 10,546 shares; 2025Q3: 11,789 shares; 2025Q4: 11,789 shares 11,789 $304K <0.01% 0 Timeline HDEF 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: 17,225 shares; 2024Q4: 13,449 shares; 2025Q1: 13,385 shares; 2025Q2: 13,731 shares; 2025Q3: 9,765 shares; 2025Q4: 9,810 shares 9,810 $304K <0.01% +45 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 187 shares; 2025Q1: 139 shares; 2025Q2: 149 shares; 2025Q3: 139 shares; 2025Q4: 1,044 shares 1,044 $300K <0.01% +905 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,995 shares; 2025Q3: 4,348 shares; 2025Q4: 9,470 shares 9,470 $300K <0.01% +5,122 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,800 shares; 2025Q4: 4,169 shares 4,169 $299K <0.01% +1,369 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,896 shares; 2024Q4: 97,683 shares; 2025Q1: 88,890 shares; 2025Q2: 87,057 shares; 2025Q3: 60,290 shares; 2025Q4: 61,538 shares 61,538 $299K <0.01% +1,248 Timeline PICK 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: 142,646 shares; 2024Q4: 100,336 shares; 2025Q1: 9,791 shares; 2025Q2: 2,560 shares; 2025Q3: 3,770 shares; 2025Q4: 5,824 shares 5,824 $299K <0.01% +2,054 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,750 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares 2,034 $299K <0.01% 0 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: 27 shares; 2024Q4: 134 shares; 2025Q1: 1,597 shares; 2025Q2: 1,704 shares; 2025Q3: 1,882 shares; 2025Q4: 1,993 shares 1,993 $299K <0.01% +111 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 829 shares; 2025Q1: 914 shares; 2025Q2: 973 shares; 2025Q3: 1,329 shares; 2025Q4: 1,399 shares 1,399 $299K <0.01% +70 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,056 shares; 2024Q4: 37,144 shares; 2025Q1: 39,244 shares; 2025Q2: 32,316 shares; 2025Q3: 33,423 shares; 2025Q4: 32,322 shares 32,322 $298K <0.01% -1,101 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,262 shares; 2024Q4: 16,169 shares; 2025Q1: 15,192 shares; 2025Q2: 15,007 shares; 2025Q3: 15,093 shares; 2025Q4: 15,003 shares 15,003 $298K <0.01% -90 Timeline DBJP 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: 25,519 shares; 2024Q4: 28,163 shares; 2025Q1: 4,420 shares; 2025Q2: 3,089 shares; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares 3,112 $295K <0.01% 0 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 141 shares; 2025Q1: 48 shares; 2025Q2: 3,628 shares; 2025Q3: 3,669 shares; 2025Q4: 4,094 shares 4,094 $294K <0.01% +425 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 6,723 shares; 2025Q1: 3,124 shares; 2025Q2: 3,205 shares; 2025Q3: 2,535 shares; 2025Q4: 2,477 shares 2,477 $294K <0.01% -58 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: 819 shares; 2024Q4: 922 shares; 2025Q1: 913 shares; 2025Q2: 1,111 shares; 2025Q3: 1,429 shares; 2025Q4: 1,536 shares 1,536 $293K <0.01% +107 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,281 shares; 2025Q1: 2,334 shares; 2025Q2: 913 shares; 2025Q3: 1,147 shares; 2025Q4: 1,205 shares 1,205 $293K <0.01% +58 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: 2,328 shares; 2024Q4: 2,441 shares; 2025Q1: 2,370 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares; 2025Q4: 4,212 shares 4,212 $292K <0.01% +142 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 7,681 shares; 2025Q1: 4,659 shares; 2025Q2: 4,399 shares; 2025Q3: 4,035 shares; 2025Q4: 2,569 shares 2,569 $290K <0.01% -1,466 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: 6,698 shares; 2024Q4: 6,537 shares; 2025Q1: 5,832 shares; 2025Q2: 6,920 shares; 2025Q3: 6,801 shares; 2025Q4: 5,735 shares 5,735 $287K <0.01% -1,066 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 90 shares; 2025Q1: 72 shares; 2025Q2: 692 shares; 2025Q3: 1,475 shares; 2025Q4: 3,639 shares 3,639 $285K <0.01% +2,164 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: 1,326 shares; 2024Q4: 1,207 shares; 2025Q1: 1,083 shares; 2025Q2: 1,230 shares; 2025Q3: 1,196 shares; 2025Q4: 1,364 shares 1,364 $285K <0.01% +168 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 876 shares; 2025Q1: 807 shares; 2025Q2: 846 shares; 2025Q3: 883 shares; 2025Q4: 945 shares 945 $284K <0.01% +62 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,586 shares; 2025Q1: 4,301 shares; 2025Q2: 5,542 shares; 2025Q3: 4,545 shares; 2025Q4: 6,416 shares 6,416 $283K <0.01% +1,871 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,599 shares; 2025Q1: 2,281 shares; 2025Q2: 2,278 shares; 2025Q3: 2,357 shares; 2025Q4: 2,256 shares 2,256 $282K <0.01% -101 Timeline MCHI 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: 785 shares; 2024Q4: 1,481 shares; 2025Q1: 2,799 shares; 2025Q2: 4,777 shares; 2025Q3: 4,563 shares; 2025Q4: 4,695 shares 4,695 $282K <0.01% +132 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: 1,426 shares; 2024Q4: 1,468 shares; 2025Q1: 1,959 shares; 2025Q2: 2,444 shares; 2025Q3: 2,430 shares; 2025Q4: 2,242 shares 2,242 $282K <0.01% -188 Timeline XSOE 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: 3,803 shares; 2024Q4: 3,697 shares; 2025Q1: 6,975 shares; 2025Q2: 8,920 shares; 2025Q3: 6,834 shares; 2025Q4: 7,190 shares 7,190 $281K <0.01% +356 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 451 shares; 2025Q1: 340 shares; 2025Q2: 457 shares; 2025Q3: 506 shares; 2025Q4: 456 shares 456 $279K <0.01% -50 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,634 shares; 2025Q1: 9,724 shares; 2025Q2: 8,110 shares; 2025Q3: 8,110 shares; 2025Q4: 8,110 shares 8,110 $279K <0.01% 0 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,992 shares; 2025Q4: 10,718 shares 10,718 $278K <0.01% +4,726 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 2,302 shares; 2025Q1: 2,443 shares; 2025Q2: 2,695 shares; 2025Q3: 2,912 shares; 2025Q4: 2,484 shares 2,484 $278K <0.01% -428 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,405 shares 35,405 $278K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 428 shares; 2025Q1: 420 shares; 2025Q2: 590 shares; 2025Q3: 3,450 shares; 2025Q4: 3,823 shares 3,823 $278K <0.01% +373 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,142 shares; 2025Q1: 7,120 shares; 2025Q2: 6,592 shares; 2025Q3: 7,678 shares; 2025Q4: 43,790 shares 43,790 $275K <0.01% +36,112 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,033 shares; 2024Q4: 20,920 shares; 2025Q1: 20,863 shares; 2025Q2: 20,941 shares; 2025Q3: 21,004 shares; 2025Q4: 20,863 shares 20,863 $274K <0.01% -141 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,315 shares; 2024Q4: 19,315 shares; 2025Q1: 19,315 shares; 2025Q2: 24,264 shares; 2025Q3: 24,722 shares; 2025Q4: 26,339 shares 26,339 $273K <0.01% +1,617 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,330 shares; 2025Q1: 1,270 shares; 2025Q2: 1,304 shares; 2025Q3: 1,470 shares; 2025Q4: 1,849 shares 1,849 $273K <0.01% +379 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 28,750 shares; 2025Q1: 28,292 shares; 2025Q2: 28,456 shares; 2025Q3: 28,425 shares; 2025Q4: 29,290 shares 29,290 $273K <0.01% +865 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 3,860 shares; 2025Q1: 3,753 shares; 2025Q2: 3,524 shares; 2025Q3: 3,902 shares; 2025Q4: 4,639 shares 4,639 $272K <0.01% +737 Timeline TLTD 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: 2,523 shares; 2024Q4: 2,523 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,874 shares; 2025Q4: 2,931 shares 2,931 $272K <0.01% +57 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 10,035 shares; 2025Q1: 10,312 shares; 2025Q2: 10,364 shares; 2025Q3: 10,246 shares; 2025Q4: 11,126 shares 11,126 $271K <0.01% +880 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,420 shares; 2024Q4: 15,420 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 9,051 shares 9,051 $271K <0.01% +1,631 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,717 shares; 2025Q1: 9,352 shares; 2025Q2: 4,273 shares; 2025Q3: 5,499 shares; 2025Q4: 5,152 shares 5,152 $268K <0.01% -347 Timeline CNYA 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: 250 shares; 2025Q3: 250 shares; 2025Q4: 7,741 shares 7,741 $268K <0.01% +7,491 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,260 shares; 2025Q1: 1,363 shares; 2025Q2: 1,635 shares; 2025Q3: 2,855 shares; 2025Q4: 5,861 shares 5,861 $266K <0.01% +3,006 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 894 shares; 2025Q2: 3,364 shares; 2025Q3: 4,940 shares; 2025Q4: 7,087 shares 7,087 $265K <0.01% +2,147 Timeline CAAS CHINA AUTOMOTIVE SYS INC More: the full row for CHINA AUTOMOTIVE 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: 61,370 shares; 2025Q4: 61,370 shares 61,370 $261K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,729 shares; 2024Q4: 8,292 shares; 2025Q1: 8,816 shares; 2025Q2: 9,036 shares; 2025Q3: 10,871 shares; 2025Q4: 13,210 shares 13,210 $260K <0.01% +2,339 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: 21,560 shares; 2025Q1: 25,025 shares; 2025Q2: 35,792 shares; 2025Q3: 30,790 shares; 2025Q4: 51,901 shares 51,901 $259K <0.01% +21,111 Timeline IBTP 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: 2,698 shares; 2024Q4: 3,070 shares; 2025Q1: 6,070 shares; 2025Q2: 7,070 shares; 2025Q3: 9,895 shares; 2025Q4: 9,895 shares 9,895 $255K <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,227 shares; 2025Q1: 2,006 shares; 2025Q2: 2,058 shares; 2025Q3: 2,006 shares; 2025Q4: 1,900 shares 1,900 $252K <0.01% -106 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: 458 shares; 2024Q4: 522 shares; 2025Q1: 1,358 shares; 2025Q2: 2,203 shares; 2025Q3: 2,260 shares; 2025Q4: 2,450 shares 2,450 $252K <0.01% +190 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 14,841 shares; 2025Q1: 12,097 shares; 2025Q2: 15,836 shares; 2025Q3: 12,857 shares; 2025Q4: 12,107 shares 12,107 $252K <0.01% -750 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,545 shares; 2025Q1: 6,460 shares; 2025Q2: 6,776 shares; 2025Q3: 6,603 shares; 2025Q4: 6,849 shares 6,849 $252K <0.01% +246 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,722 shares; 2025Q1: 3,410 shares; 2025Q2: 3,428 shares; 2025Q3: 3,417 shares; 2025Q4: 3,377 shares 3,377 $252K <0.01% -40 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,570 shares; 2024Q4: 6,928 shares; 2025Q1: 8,678 shares; 2025Q2: 9,916 shares; 2025Q3: 10,228 shares; 2025Q4: 10,389 shares 10,389 $250K <0.01% +161 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 6,342 shares; 2025Q1: 7,227 shares; 2025Q2: 6,732 shares; 2025Q3: 9,527 shares; 2025Q4: 9,149 shares 9,149 $250K <0.01% -378 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: 562 shares; 2024Q4: 554 shares; 2025Q1: 154 shares; 2025Q2: 156 shares; 2025Q3: 2,871 shares; 2025Q4: 4,140 shares 4,140 $250K <0.01% +1,269 Timeline IAI 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: 817 shares; 2024Q4: 1,030 shares; 2025Q1: 1,018 shares; 2025Q2: 904 shares; 2025Q3: 853 shares; 2025Q4: 1,389 shares 1,389 $249K <0.01% +536 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 790 shares; 2025Q1: 800 shares; 2025Q2: 797 shares; 2025Q3: 796 shares; 2025Q4: 1,037 shares 1,037 $249K <0.01% +241 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: 705 shares; 2024Q4: 955 shares; 2025Q1: 908 shares; 2025Q2: 883 shares; 2025Q3: 952 shares; 2025Q4: 4,053 shares 4,053 $248K <0.01% +3,101 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,106 shares; 2024Q4: 12,414 shares; 2025Q1: 12,574 shares; 2025Q2: 12,834 shares; 2025Q3: 19,254 shares; 2025Q4: 19,584 shares 19,584 $248K <0.01% +330 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,283 shares; 2024Q4: 12,150 shares; 2025Q1: 7,162 shares; 2025Q2: 11,623 shares; 2025Q3: 10,742 shares; 2025Q4: 10,360 shares 10,360 $247K <0.01% -382 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 1,286 shares; 2025Q1: 1,081 shares; 2025Q2: 1,191 shares; 2025Q3: 1,329 shares; 2025Q4: 1,283 shares 1,283 $245K <0.01% -46 Timeline AVLC 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: 2,643 shares; 2025Q4: 3,109 shares 3,109 $244K <0.01% +466 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,978 shares; 2025Q1: 5,172 shares; 2025Q2: 3,050 shares; 2025Q3: 4,506 shares; 2025Q4: 6,573 shares 6,573 $244K <0.01% +2,067 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 6,339 shares; 2025Q1: 6,853 shares; 2025Q2: 9,172 shares; 2025Q3: 9,172 shares; 2025Q4: 9,172 shares 9,172 $244K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 14,575 shares; 2025Q1: 14,876 shares; 2025Q2: 17,444 shares; 2025Q3: 17,290 shares; 2025Q4: 24,291 shares 24,291 $243K <0.01% +7,001 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,445 shares; 2025Q2: 54,020 shares; 2025Q3: 48,671 shares; 2025Q4: 43,474 shares 43,474 $243K <0.01% -5,197 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,066 shares; 2024Q4: 8,208 shares; 2025Q1: 8,283 shares; 2025Q2: 10,838 shares; 2025Q3: 8,816 shares; 2025Q4: 7,641 shares 7,641 $242K <0.01% -1,175 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 207 shares; 2025Q1: 103 shares; 2025Q2: 304 shares; 2025Q3: 300 shares; 2025Q4: 102,200 shares 102,200 $240K <0.01% +101,900 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 7,864 shares; 2025Q1: 7,864 shares; 2025Q2: 9,639 shares; 2025Q3: 9,639 shares; 2025Q4: 12,918 shares 12,918 $240K <0.01% +3,279 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 1,537 shares; 2025Q2: 1,527 shares; 2025Q3: 1,536 shares; 2025Q4: 1,608 shares 1,608 $239K <0.01% +72 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,252 shares; 2025Q1: 1,142 shares; 2025Q2: 1,109 shares; 2025Q3: 942 shares; 2025Q4: 945 shares 945 $238K <0.01% +3 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,315 shares; 2024Q4: 111,531 shares; 2025Q1: 92,187 shares; 2025Q2: 91,087 shares; 2025Q3: 59,787 shares; 2025Q4: 43,863 shares 43,863 $238K <0.01% -15,924 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,168 shares; 2024Q4: 11,203 shares; 2025Q1: 11,203 shares; 2025Q2: 14,183 shares; 2025Q3: 11,203 shares; 2025Q4: 11,203 shares 11,203 $237K <0.01% 0 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: 12,898 shares; 2024Q4: 10,328 shares; 2025Q1: 9,780 shares; 2025Q2: 8,829 shares; 2025Q3: 9,382 shares; 2025Q4: 9,100 shares 9,100 $237K <0.01% -282 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: 1,850 shares; 2024Q4: 1,536 shares; 2025Q1: 1,206 shares; 2025Q2: 1,038 shares; 2025Q3: 1,532 shares; 2025Q4: 1,517 shares 1,517 $237K <0.01% -15 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 12,496 shares; 2025Q1: 12,902 shares; 2025Q2: 13,553 shares; 2025Q3: 13,455 shares; 2025Q4: 13,462 shares 13,462 $236K <0.01% +7 Timeline MOO 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: 19,981 shares; 2024Q4: 2,990 shares; 2025Q1: 3,043 shares; 2025Q2: 2,955 shares; 2025Q3: 3,256 shares; 2025Q4: 3,238 shares 3,238 $236K <0.01% -18 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 2,573 shares; 2025Q1: 3,387 shares; 2025Q2: 3,350 shares; 2025Q3: 2,954 shares; 2025Q4: 3,193 shares 3,193 $235K <0.01% +239 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,739 shares; 2025Q1: 2,344 shares; 2025Q2: 5,449 shares; 2025Q3: 5,004 shares; 2025Q4: 5,266 shares 5,266 $235K <0.01% +262 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: 13,027 shares; 2025Q1: 13,230 shares; 2025Q2: 13,297 shares; 2025Q3: 13,419 shares; 2025Q4: 13,687 shares 13,687 $234K <0.01% +268 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 382 shares; 2025Q1: 412 shares; 2025Q2: 349 shares; 2025Q3: 405 shares; 2025Q4: 415 shares 415 $233K <0.01% +10 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: 75,513 shares; 2024Q4: 75,213 shares; 2025Q1: 72,313 shares; 2025Q2: 72,313 shares; 2025Q3: 47,500 shares; 2025Q4: 38,779 shares 38,779 $233K <0.01% -8,721 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,836 shares; 2025Q1: 2,844 shares; 2025Q2: 2,836 shares; 2025Q3: 2,867 shares; 2025Q4: 2,846 shares 2,846 $232K <0.01% -21 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,652 shares; 2025Q1: 1,466 shares; 2025Q2: 975 shares; 2025Q3: 465 shares; 2025Q4: 453 shares 453 $231K <0.01% -12 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 476 shares; 2025Q1: 525 shares; 2025Q2: 496 shares; 2025Q3: 567 shares; 2025Q4: 581 shares 581 $231K <0.01% +14 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: 2,128 shares; 2024Q4: 2,092 shares; 2025Q1: 3,413 shares; 2025Q2: 3,450 shares; 2025Q3: 2,674 shares; 2025Q4: 2,813 shares 2,813 $231K <0.01% +139 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 667 shares; 2025Q1: 668 shares; 2025Q2: 821 shares; 2025Q3: 3,080 shares; 2025Q4: 4,046 shares 4,046 $230K <0.01% +966 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: 14,476 shares; 2025Q1: 12,759 shares; 2025Q2: 14,341 shares; 2025Q3: 14,305 shares; 2025Q4: 15,080 shares 15,080 $230K <0.01% +775 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 3,044 shares; 2025Q1: 5,444 shares; 2025Q2: 3,691 shares; 2025Q3: 3,620 shares; 2025Q4: 2,736 shares 2,736 $230K <0.01% -884 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 111 shares; 2025Q1: 45 shares; 2025Q2: 4,162 shares; 2025Q3: 4,178 shares; 2025Q4: 4,151 shares 4,151 $230K <0.01% -27 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: 16,747 shares; 2024Q4: 16,155 shares; 2025Q1: 15,271 shares; 2025Q2: 15,234 shares; 2025Q3: 15,390 shares; 2025Q4: 15,007 shares 15,007 $229K <0.01% -383 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 656 shares; 2025Q1: 276 shares; 2025Q2: 3,853 shares; 2025Q3: 4,145 shares; 2025Q4: 4,246 shares 4,246 $228K <0.01% +101 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,900 shares; 2025Q1: 3,087 shares; 2025Q2: 2,744 shares; 2025Q3: 3,151 shares; 2025Q4: 3,221 shares 3,221 $227K <0.01% +70 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: 40,088 shares; 2024Q4: 34,060 shares; 2025Q1: 20,929 shares; 2025Q2: 16,276 shares; 2025Q3: 8,411 shares; 2025Q4: 7,829 shares 7,829 $227K <0.01% -582 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 1,073 shares; 2025Q1: 892 shares; 2025Q2: 900 shares; 2025Q3: 1,852 shares; 2025Q4: 2,607 shares 2,607 $227K <0.01% +755 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: 28,449 shares; 2024Q4: 28,037 shares; 2025Q1: 23,449 shares; 2025Q2: 21,722 shares; 2025Q3: 22,927 shares; 2025Q4: 21,660 shares 21,660 $226K <0.01% -1,267 KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,442 shares; 2024Q4: 6,092 shares; 2025Q1: 5,860 shares; 2025Q2: 10,077 shares; 2025Q3: 7,804 shares; 2025Q4: 11,155 shares 11,155 $226K <0.01% +3,351 Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,019 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $224K <0.01% 0 Timeline BBH 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: 24,590 shares; 2024Q4: 20,656 shares; 2025Q1: 22,361 shares; 2025Q2: 1,508 shares; 2025Q3: 1,218 shares; 2025Q4: 1,179 shares 1,179 $223K <0.01% -39 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,391 shares; 2025Q1: 1,298 shares; 2025Q2: 1,534 shares; 2025Q3: 1,522 shares; 2025Q4: 1,712 shares 1,712 $223K <0.01% +190 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 403 shares; 2025Q1: 446 shares; 2025Q2: 241 shares; 2025Q3: 6,343 shares; 2025Q4: 9,835 shares 9,835 $223K <0.01% +3,492 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 7,864 shares; 2025Q1: 7,442 shares; 2025Q2: 6,135 shares; 2025Q3: 5,746 shares; 2025Q4: 5,029 shares 5,029 $222K <0.01% -717 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: 5,714 shares; 2024Q4: 4,862 shares; 2025Q1: 4,842 shares; 2025Q2: 6,000 shares; 2025Q3: 6,001 shares; 2025Q4: 5,124 shares 5,124 $222K <0.01% -877 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,963 shares; 2025Q4: 1,915 shares 1,915 $222K <0.01% -48 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: 803 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 1,727 shares; 2025Q3: 1,469 shares; 2025Q4: 1,370 shares 1,370 $221K <0.01% -99 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 437 shares; 2025Q3: 3,293 shares; 2025Q4: 3,577 shares 3,577 $221K <0.01% +284 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 7,675 shares; 2025Q1: 6,449 shares; 2025Q2: 7,210 shares; 2025Q3: 8,125 shares; 2025Q4: 5,457 shares 5,457 $221K <0.01% -2,668 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 977 shares; 2025Q1: 1,318 shares; 2025Q2: 2,156 shares; 2025Q3: 2,104 shares; 2025Q4: 3,234 shares 3,234 $221K <0.01% +1,130 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $220K <0.01% 0 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,650 shares; 2025Q4: 8,650 shares 8,650 $220K <0.01% +3,000 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,694 shares; 2025Q1: 24,846 shares; 2025Q2: 1,130 shares; 2025Q3: 1,096 shares; 2025Q4: 1,102 shares 1,102 $220K <0.01% +6 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,635 shares; 2025Q2: 9,114 shares; 2025Q3: 10,094 shares; 2025Q4: 10,515 shares 10,515 $219K <0.01% +421 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: 4,240 shares; 2024Q4: 4,700 shares; 2025Q1: 5,823 shares; 2025Q2: 5,673 shares; 2025Q3: 5,328 shares; 2025Q4: 5,210 shares 5,210 $218K <0.01% -118 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,877 shares; 2024Q4: 48,380 shares; 2025Q1: 26,500 shares; 2025Q2: 20,623 shares; 2025Q3: 20,378 shares; 2025Q4: 20,378 shares 20,378 $218K <0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 419 shares; 2025Q1: 344 shares; 2025Q2: 335 shares; 2025Q3: 714 shares; 2025Q4: 905 shares 905 $218K <0.01% +191 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,007 shares; 2024Q4: 47,730 shares; 2025Q1: 48,639 shares; 2025Q2: 46,173 shares; 2025Q3: 14,031 shares; 2025Q4: 11,350 shares 11,350 $217K <0.01% -2,681 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: 8,025 shares; 2025Q1: 8,025 shares; 2025Q2: 8,025 shares; 2025Q3: 42,636 shares; 2025Q4: 8,025 shares 8,025 $217K <0.01% -34,611 Timeline IHE 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: 2,241 shares; 2024Q4: 2,241 shares; 2025Q1: 2,242 shares; 2025Q2: 1,899 shares; 2025Q3: 1,986 shares; 2025Q4: 2,553 shares 2,553 $217K <0.01% +567 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: 24,220 shares; 2024Q4: 24,222 shares; 2025Q1: 24,223 shares; 2025Q2: 24,125 shares; 2025Q3: 24,819 shares; 2025Q4: 23,319 shares 23,319 $216K <0.01% -1,500 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 858 shares; 2025Q1: 2,145 shares; 2025Q2: 1,891 shares; 2025Q3: 1,999 shares; 2025Q4: 1,842 shares 1,842 $215K <0.01% -157 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,511 shares; 2025Q1: 3,175 shares; 2025Q2: 3,048 shares; 2025Q3: 3,195 shares; 2025Q4: 3,409 shares 3,409 $215K <0.01% +214 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 2,189 shares; 2025Q1: 1,646 shares; 2025Q2: 3,300 shares; 2025Q3: 2,377 shares; 2025Q4: 2,695 shares 2,695 $214K <0.01% +318 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,883 shares; 2024Q4: 26,649 shares; 2025Q1: 13,799 shares; 2025Q2: 13,363 shares; 2025Q3: 14,425 shares; 2025Q4: 11,837 shares 11,837 $214K <0.01% -2,588 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,871 shares; 2025Q1: 1,458 shares; 2025Q2: 1,659 shares; 2025Q3: 2,386 shares; 2025Q4: 1,772 shares 1,772 $213K <0.01% -614 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,678 shares; 2025Q1: 5,303 shares; 2025Q2: 5,303 shares; 2025Q3: 5,303 shares; 2025Q4: 5,427 shares 5,427 $213K <0.01% +124 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 594 shares; 2025Q1: 263 shares; 2025Q2: 1,484 shares; 2025Q3: 2,766 shares; 2025Q4: 5,818 shares 5,818 $213K <0.01% +3,052 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: 2,552 shares; 2024Q4: 2,771 shares; 2025Q1: 2,121 shares; 2025Q2: 2,922 shares; 2025Q3: 3,082 shares; 2025Q4: 2,676 shares 2,676 $211K <0.01% -406 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: 2,577 shares; 2024Q4: 2,583 shares; 2025Q1: 2,586 shares; 2025Q2: 3,117 shares; 2025Q3: 3,011 shares; 2025Q4: 3,295 shares 3,295 $210K <0.01% +284 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: 14,439 shares 14,439 $210K <0.01% new Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest to newest; scale 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: 8,700 shares 8,700 $210K <0.01% new Timeline QVML INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,096 shares; 2025Q2: 4,256 shares; 2025Q3: 5,219 shares; 2025Q4: 5,216 shares 5,216 $210K <0.01% -3 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 800 shares; 2025Q1: 686 shares; 2025Q2: 611 shares; 2025Q3: 501 shares; 2025Q4: 736 shares 736 $209K <0.01% +235 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,999 shares; 2024Q4: 10,370 shares; 2025Q1: 10,373 shares; 2025Q2: 11,558 shares; 2025Q3: 11,261 shares; 2025Q4: 9,300 shares 9,300 $209K <0.01% -1,961 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,386 shares; 2024Q4: 18,816 shares; 2025Q1: 207,843 shares; 2025Q2: 20,678 shares; 2025Q3: 18,482 shares; 2025Q4: 20,654 shares 20,654 $209K <0.01% +2,172 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,440 shares; 2024Q4: 164,273 shares; 2025Q1: 87,965 shares; 2025Q2: 88,758 shares; 2025Q3: 86,994 shares; 2025Q4: 84,194 shares 84,194 $208K <0.01% -2,800 Timeline SPYX 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: 3,983 shares; 2024Q4: 2,507 shares; 2025Q1: 2,879 shares; 2025Q2: 4,052 shares; 2025Q3: 3,976 shares; 2025Q4: 3,685 shares 3,685 $207K <0.01% -291 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 172 shares; 2025Q1: 261 shares; 2025Q2: 1,218 shares; 2025Q3: 2,097 shares; 2025Q4: 3,193 shares 3,193 $207K <0.01% +1,096 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: 95 shares; 2024Q4: 264 shares; 2025Q1: 709 shares; 2025Q2: 515 shares; 2025Q3: 579 shares; 2025Q4: 1,016 shares 1,016 $207K <0.01% +437 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 903 shares; 2025Q1: 773 shares; 2025Q2: 4,928 shares; 2025Q3: 8,958 shares; 2025Q4: 12,831 shares 12,831 $207K <0.01% +3,873 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,063 shares; 2025Q1: 9,105 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares 4,115 $207K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,355 shares; 2025Q1: 1,352 shares; 2025Q2: 1,370 shares; 2025Q3: 1,243 shares; 2025Q4: 1,299 shares 1,299 $206K <0.01% +56 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: 13,487 shares; 2024Q4: 13,886 shares; 2025Q1: 17,903 shares; 2025Q2: 15,366 shares; 2025Q3: 13,145 shares; 2025Q4: 14,479 shares 14,479 $205K <0.01% +1,334 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 652 shares; 2025Q1: 498 shares; 2025Q2: 786 shares; 2025Q3: 1,214 shares; 2025Q4: 2,768 shares 2,768 $205K <0.01% +1,554 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,713 shares; 2024Q4: 872,269 shares; 2025Q1: 9,122 shares; 2025Q2: 8,675 shares; 2025Q3: 6,948 shares; 2025Q4: 8,691 shares 8,691 $203K <0.01% +1,743 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 10,793 shares; 2025Q1: 17,671 shares; 2025Q2: 14,117 shares; 2025Q3: 8,519 shares; 2025Q4: 8,536 shares 8,536 $203K <0.01% +17 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 2,162 shares; 2025Q1: 504 shares; 2025Q2: 288 shares; 2025Q3: 5,457 shares; 2025Q4: 5,315 shares 5,315 $203K <0.01% -142 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 450 shares; 2025Q1: 476 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 531 shares 531 $202K <0.01% +64 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,983 shares; 2025Q4: 4,227 shares 4,227 $201K <0.01% +244 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,520 shares; 2025Q1: 1,357 shares; 2025Q2: 3,612 shares; 2025Q3: 3,564 shares; 2025Q4: 3,174 shares 3,174 $200K <0.01% -390 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,154 shares; 2024Q4: 42,603 shares; 2025Q1: 52,581 shares; 2025Q2: 10,689 shares; 2025Q3: 11,245 shares; 2025Q4: 12,417 shares 12,417 $200K <0.01% +1,172 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 9,407 shares; 2025Q1: 7,551 shares; 2025Q2: 7,221 shares; 2025Q3: 8,709 shares; 2025Q4: 7,344 shares 7,344 $200K <0.01% -1,365 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,103 shares 4,103 $199K <0.01% new 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: 4,161 shares; 2024Q4: 4,306 shares; 2025Q1: 4,476 shares; 2025Q2: 4,457 shares; 2025Q3: 4,457 shares; 2025Q4: 4,457 shares 4,457 $199K <0.01% 0 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: 3,148 shares; 2024Q4: 2,886 shares; 2025Q1: 2,688 shares; 2025Q2: 3,594 shares; 2025Q3: 3,913 shares; 2025Q4: 3,583 shares 3,583 $199K <0.01% -330 Timeline JMBS 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: 2,483 shares; 2024Q4: not reported; 2025Q1: 204 shares; 2025Q2: 66 shares; 2025Q3: 2,660 shares; 2025Q4: 4,302 shares 4,302 $197K <0.01% +1,642 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 729 shares; 2025Q1: 532 shares; 2025Q2: 673 shares; 2025Q3: 585 shares; 2025Q4: 1,585 shares 1,585 $196K <0.01% +1,000 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 5,022 shares; 2025Q1: 3,968 shares; 2025Q2: 4,446 shares; 2025Q3: 1,777 shares; 2025Q4: 4,938 shares 4,938 $196K <0.01% +3,161 Timeline JPIN 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: 3,145 shares; 2024Q4: 2,228 shares; 2025Q1: 2,153 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,871 shares 2,871 $196K <0.01% +745 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,264 shares; 2025Q1: 1,275 shares; 2025Q2: 1,437 shares; 2025Q3: 1,539 shares; 2025Q4: 2,834 shares 2,834 $196K <0.01% +1,295 Timeline IBDZ 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: 39 shares; 2025Q2: not reported; 2025Q3: 2,975 shares; 2025Q4: 7,414 shares 7,414 $196K <0.01% +4,439 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: 153,776 shares; 2024Q4: 168,595 shares; 2025Q1: 566,768 shares; 2025Q2: 791,581 shares; 2025Q3: 17,858 shares; 2025Q4: 5,200 shares 5,200 $195K <0.01% -12,658 Timeline RWX 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: 14,800 shares; 2024Q4: 14,820 shares; 2025Q1: 13,970 shares; 2025Q2: 7,266 shares; 2025Q3: 7,268 shares; 2025Q4: 6,962 shares 6,962 $195K <0.01% -306 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,855 shares; 2025Q1: 8,753 shares; 2025Q2: 5,913 shares; 2025Q3: 12,277 shares; 2025Q4: 8,714 shares 8,714 $195K <0.01% -3,563 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,099 shares; 2025Q1: 1,968 shares; 2025Q2: 1,970 shares; 2025Q3: 1,931 shares; 2025Q4: 1,801 shares 1,801 $194K <0.01% -130 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 11,422 shares; 2025Q1: 11,422 shares; 2025Q2: 11,422 shares; 2025Q3: 11,422 shares; 2025Q4: 11,422 shares 11,422 $194K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,370 shares; 2025Q1: 3,918 shares; 2025Q2: 3,281 shares; 2025Q3: 5,832 shares; 2025Q4: 3,947 shares 3,947 $193K <0.01% -1,885 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: 1,204 shares; 2024Q4: 1,178 shares; 2025Q1: 1,178 shares; 2025Q2: 1,167 shares; 2025Q3: 1,186 shares; 2025Q4: 822 shares 822 $193K <0.01% -364 Timeline PBE 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: 2,840 shares; 2024Q4: 2,860 shares; 2025Q1: 3,808 shares; 2025Q2: 3,729 shares; 2025Q3: 3,700 shares; 2025Q4: 2,335 shares 2,335 $192K <0.01% -1,365 Timeline FRST PRIMIS FINANCIAL CORP More: the full row for PRIMIS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,780 shares; 2024Q4: 13,780 shares; 2025Q1: 13,780 shares; 2025Q2: 13,780 shares; 2025Q3: 13,780 shares; 2025Q4: 13,780 shares 13,780 $192K <0.01% 0 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: 2,672 shares; 2024Q4: 2,627 shares; 2025Q1: 1,781 shares; 2025Q2: 1,330 shares; 2025Q3: 1,448 shares; 2025Q4: 1,104 shares 1,104 $191K <0.01% -344 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 620 shares; 2025Q1: 4,549 shares; 2025Q2: 5,002 shares; 2025Q3: 4,145 shares; 2025Q4: 4,143 shares 4,143 $191K <0.01% -2 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,696 shares; 2025Q1: 3,313 shares; 2025Q2: 3,113 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares 3,285 $191K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 3,834 shares; 2025Q1: 3,164 shares; 2025Q2: 1,792 shares; 2025Q3: 2,140 shares; 2025Q4: 948 shares 948 $191K <0.01% -1,192 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,002 shares; 2025Q1: 6,987 shares; 2025Q2: 5,811 shares; 2025Q3: 4,797 shares; 2025Q4: 2,827 shares 2,827 $190K <0.01% -1,970 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,183 shares; 2025Q1: 1,181 shares; 2025Q2: 1,319 shares; 2025Q3: 5,303 shares; 2025Q4: 5,370 shares 5,370 $190K <0.01% +67 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 3,595 shares; 2025Q1: 3,140 shares; 2025Q2: 6,324 shares; 2025Q3: 6,335 shares; 2025Q4: 9,911 shares 9,911 $190K <0.01% +3,576 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,393 shares; 2025Q2: 2,757 shares; 2025Q3: 4,129 shares; 2025Q4: 6,903 shares 6,903 $190K <0.01% +2,774 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 228 shares; 2025Q1: 516 shares; 2025Q2: 1,275 shares; 2025Q3: 1,824 shares; 2025Q4: 1,517 shares 1,517 $190K <0.01% -307 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: 20,025 shares; 2024Q4: 8,065 shares; 2025Q1: 8,025 shares; 2025Q2: 7,084 shares; 2025Q3: 6,799 shares; 2025Q4: 6,369 shares 6,369 $190K <0.01% -430 Timeline FLRG 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $190K <0.01% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 659 shares; 2025Q1: 737 shares; 2025Q2: 674 shares; 2025Q3: 677 shares; 2025Q4: 657 shares 657 $189K <0.01% -20 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: 2,004 shares; 2024Q4: 1,960 shares; 2025Q1: 2,064 shares; 2025Q2: 2,557 shares; 2025Q3: 2,588 shares; 2025Q4: 2,444 shares 2,444 $189K <0.01% -144 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,058 shares; 2025Q1: 781 shares; 2025Q2: 796 shares; 2025Q3: 820 shares; 2025Q4: 828 shares 828 $189K <0.01% +8 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 7,211 shares; 2025Q1: 1,000 shares; 2025Q2: 11,328 shares; 2025Q3: 12,284 shares; 2025Q4: 12,284 shares 12,284 $188K <0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,634 shares; 2025Q1: 1,544 shares; 2025Q2: 1,571 shares; 2025Q3: 1,596 shares; 2025Q4: 1,821 shares 1,821 $187K <0.01% +225 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 8,340 shares; 2025Q1: 8,846 shares; 2025Q2: 6,610 shares; 2025Q3: 6,618 shares; 2025Q4: 6,609 shares 6,609 $186K <0.01% -9 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,571 shares; 2025Q3: 5,877 shares; 2025Q4: 5,571 shares 5,571 $186K <0.01% -306 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,835 shares; 2025Q1: 2,370 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 1,819 shares 1,819 $186K <0.01% -528 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 3,048 shares; 2025Q3: 3,675 shares; 2025Q4: 4,820 shares 4,820 $186K <0.01% +1,145 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: 16,787 shares; 2024Q4: 16,788 shares; 2025Q1: 16,787 shares; 2025Q2: 18,233 shares; 2025Q3: 18,233 shares; 2025Q4: 17,369 shares 17,369 $186K <0.01% -864 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: 1,295,980 shares; 2024Q4: 11,122 shares; 2025Q1: 11,122 shares; 2025Q2: 16,774 shares; 2025Q3: 13,752 shares; 2025Q4: 9,813 shares 9,813 $185K <0.01% -3,939 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 3,050 shares; 2025Q1: 3,048 shares; 2025Q2: 3,023 shares; 2025Q3: 2,997 shares; 2025Q4: 3,024 shares 3,024 $185K <0.01% +27 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: 5,083 shares; 2024Q4: 4,755 shares; 2025Q1: 4,577 shares; 2025Q2: 11,868 shares; 2025Q3: 5,240 shares; 2025Q4: 5,581 shares 5,581 $184K <0.01% +341 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 3,424 shares 3,424 $184K <0.01% +3,239 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 3,714 shares; 2025Q1: 4,176 shares; 2025Q2: 3,438 shares; 2025Q3: 3,205 shares; 2025Q4: 2,836 shares 2,836 $184K <0.01% -369 Timeline EPP 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: 20,885 shares; 2024Q4: 21,089 shares; 2025Q1: 20,786 shares; 2025Q2: 5,426 shares; 2025Q3: 4,048 shares; 2025Q4: 3,645 shares 3,645 $184K <0.01% -403 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,607 shares; 2025Q1: 2,918 shares; 2025Q2: 2,942 shares; 2025Q3: 3,446 shares; 2025Q4: 2,091 shares 2,091 $183K <0.01% -1,355 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 343 shares; 2025Q1: 373 shares; 2025Q2: 443 shares; 2025Q3: 438 shares; 2025Q4: 375 shares 375 $183K <0.01% -63 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,098 shares; 2025Q1: 2,128 shares; 2025Q2: 2,096 shares; 2025Q3: 2,105 shares; 2025Q4: 2,143 shares 2,143 $183K <0.01% +38 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH 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: 950 shares; 2025Q3: 20,261 shares; 2025Q4: 20,225 shares 20,225 $183K <0.01% -36 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 753 shares; 2025Q1: 452 shares; 2025Q2: 506 shares; 2025Q3: 536 shares; 2025Q4: 604 shares 604 $183K <0.01% +68 Timeline HYLS 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: 51,714 shares; 2024Q4: 10,670 shares; 2025Q1: 4,434 shares; 2025Q2: 4,374 shares; 2025Q3: 4,440 shares; 2025Q4: 4,351 shares 4,351 $182K <0.01% -89 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: 833 shares; 2024Q4: 863 shares; 2025Q1: 877 shares; 2025Q2: 835 shares; 2025Q3: 631 shares; 2025Q4: 628 shares 628 $181K <0.01% -3 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 466 shares; 2025Q1: 642 shares; 2025Q2: 690 shares; 2025Q3: 459 shares; 2025Q4: 807 shares 807 $180K <0.01% +348 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,835 shares; 2025Q1: 4,188 shares; 2025Q2: 3,881 shares; 2025Q3: 3,841 shares; 2025Q4: 3,844 shares 3,844 $180K <0.01% +3 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 879 shares; 2025Q1: 1,011 shares; 2025Q2: 1,000 shares; 2025Q3: 2,859 shares; 2025Q4: 2,814 shares 2,814 $179K <0.01% -45 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: 1,716 shares; 2024Q4: 2,580 shares; 2025Q1: 3,134 shares; 2025Q2: 2,202 shares; 2025Q3: 1,925 shares; 2025Q4: 1,984 shares 1,984 $179K <0.01% +59 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,763 shares 10,763 $177K <0.01% +163 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,811 shares; 2024Q4: 13,690 shares; 2025Q1: 9,071 shares; 2025Q2: 7,140 shares; 2025Q3: 9,396 shares; 2025Q4: 8,875 shares 8,875 $177K <0.01% -521 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: 17,442 shares; 2024Q4: 21,178 shares; 2025Q1: 51,125 shares; 2025Q2: 24,263 shares; 2025Q3: 21,024 shares; 2025Q4: 22,786 shares 22,786 $177K <0.01% +1,762 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 2,990 shares; 2025Q1: 2,909 shares; 2025Q2: 2,797 shares; 2025Q3: 2,786 shares; 2025Q4: 2,676 shares 2,676 $177K <0.01% -110 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 6,431 shares; 2025Q1: 6,403 shares; 2025Q2: 5,965 shares; 2025Q3: 5,287 shares; 2025Q4: 4,561 shares 4,561 $176K <0.01% -726 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 7,172 shares; 2025Q1: 6,995 shares; 2025Q2: 7,242 shares; 2025Q3: 7,948 shares; 2025Q4: 6,285 shares 6,285 $176K <0.01% -1,663 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 828 shares; 2025Q1: 482 shares; 2025Q2: 567 shares; 2025Q3: 527 shares; 2025Q4: 3,757 shares 3,757 $175K <0.01% +3,230 Timeline NTGR NETGEAR INC More: the full row for NETGEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 5,260 shares; 2025Q3: 6,757 shares; 2025Q4: 7,113 shares 7,113 $174K <0.01% +356 Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,812 shares; 2024Q4: 113,422 shares; 2025Q1: 97,188 shares; 2025Q2: 90,271 shares; 2025Q3: 75,661 shares; 2025Q4: 61,626 shares 61,626 $174K <0.01% -14,035 Timeline NFRA 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: 2,292 shares; 2024Q4: 3,475 shares; 2025Q1: 2,308 shares; 2025Q2: 3,255 shares; 2025Q3: 3,221 shares; 2025Q4: 2,877 shares 2,877 $174K <0.01% -344 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 5,335 shares 5,335 $173K <0.01% +4,327 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 486 shares; 2025Q1: 398 shares; 2025Q2: 401 shares; 2025Q3: 402 shares; 2025Q4: 1,023 shares 1,023 $172K <0.01% +621 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 266 shares; 2025Q1: 224 shares; 2025Q2: 6 shares; 2025Q3: 270 shares; 2025Q4: 1,006 shares 1,006 $172K <0.01% +736 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,220 shares; 2025Q1: 1,626 shares; 2025Q2: 1,288 shares; 2025Q3: 2,718 shares; 2025Q4: 3,416 shares 3,416 $171K <0.01% +698 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,113 shares 12,113 $170K <0.01% -87 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,388 shares; 2024Q4: 18,930 shares; 2025Q1: 18,538 shares; 2025Q2: 18,855 shares; 2025Q3: 19,146 shares; 2025Q4: 19,567 shares 19,567 $170K <0.01% +421 Timeline FTDS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $169K <0.01% new Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $169K <0.01% 0 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 10,049 shares; 2025Q1: 11,912 shares; 2025Q2: 15,142 shares; 2025Q3: 16,552 shares; 2025Q4: 19,998 shares 19,998 $169K <0.01% +3,446 Timeline DFLV 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: not reported; 2024Q4: not reported; 2025Q1: 1,031 shares; 2025Q2: 3,242 shares; 2025Q3: 407 shares; 2025Q4: 4,927 shares 4,927 $169K <0.01% +4,520 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,711 shares; 2025Q1: 2,680 shares; 2025Q2: 2,573 shares; 2025Q3: 558,720 shares; 2025Q4: 4,798 shares 4,798 $168K <0.01% -553,922 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,913 shares; 2024Q4: 22,602 shares; 2025Q1: 23,790 shares; 2025Q2: 24,536 shares; 2025Q3: 22,991 shares; 2025Q4: 10,145 shares 10,145 $167K <0.01% -12,846 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 5,473 shares; 2025Q1: 3,722 shares; 2025Q2: 2,013 shares; 2025Q3: 42,213 shares; 2025Q4: 40,429 shares 40,429 $167K <0.01% -1,784 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 101 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,533 shares 1,533 $167K <0.01% new Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,913 shares; 2025Q3: 1,596 shares; 2025Q4: 6,468 shares 6,468 $166K <0.01% +4,872 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 82 shares; 2025Q2: 410 shares; 2025Q3: 479 shares; 2025Q4: 2,658 shares 2,658 $166K <0.01% +2,179 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,918 shares; 2025Q1: 4,383 shares; 2025Q2: 4,723 shares; 2025Q3: 7,858 shares; 2025Q4: 4,594 shares 4,594 $166K <0.01% -3,264 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,213 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 2,995 shares 2,995 $165K <0.01% -122 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 608 shares; 2025Q3: 653 shares; 2025Q4: 644 shares 644 $165K <0.01% -9 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: 9,249 shares; 2025Q1: 12,205 shares; 2025Q2: 15,060 shares; 2025Q3: 17,050 shares; 2025Q4: 18,869 shares 18,869 $165K <0.01% +1,819 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares 5,300 $165K <0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,503 shares; 2025Q1: 3,015 shares; 2025Q2: 4,766 shares; 2025Q3: 5,479 shares; 2025Q4: 5,763 shares 5,763 $164K <0.01% +284 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,667 shares; 2025Q2: 4,696 shares; 2025Q3: 4,696 shares; 2025Q4: 4,696 shares 4,696 $163K <0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 13 shares; 2025Q1: 44 shares; 2025Q2: 208 shares; 2025Q3: 175 shares; 2025Q4: 451 shares 451 $162K <0.01% +276 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 8,002 shares; 2025Q1: 5,970 shares; 2025Q2: 5,381 shares; 2025Q3: 5,473 shares; 2025Q4: 6,214 shares 6,214 $161K <0.01% +741 Timeline GO GROCERY OUTLET HLDG CORP More: the full row for GROCERY OUTLET HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 78 shares; 2025Q4: 15,933 shares 15,933 $161K <0.01% +15,855 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,838 shares; 2025Q1: 5,871 shares; 2025Q2: 6,638 shares; 2025Q3: 10,065 shares; 2025Q4: 7,115 shares 7,115 $161K <0.01% -2,950 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,641 shares; 2024Q4: 7,753 shares; 2025Q1: 5,267 shares; 2025Q2: 5,032 shares; 2025Q3: 4,980 shares; 2025Q4: 5,014 shares 5,014 $160K <0.01% +34 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 2,744 shares; 2025Q1: 2,348 shares; 2025Q2: 2,390 shares; 2025Q3: 2,344 shares; 2025Q4: 1,945 shares 1,945 $157K <0.01% -399 Timeline FVAL 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: 7,403 shares; 2024Q4: 7,510 shares; 2025Q1: 7,388 shares; 2025Q2: 4,062 shares; 2025Q3: 3,024 shares; 2025Q4: 2,165 shares 2,165 $156K <0.01% -859 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,954 shares; 2024Q4: 53,767 shares; 2025Q1: 62,125 shares; 2025Q2: 57,442 shares; 2025Q3: 56,394 shares; 2025Q4: 38,581 shares 38,581 $156K <0.01% -17,813 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,191 shares; 2025Q1: 5,911 shares; 2025Q2: 6,315 shares; 2025Q3: 6,405 shares; 2025Q4: 6,634 shares 6,634 $155K <0.01% +229 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: 92,782 shares; 2024Q4: 90,963 shares; 2025Q1: 4,369 shares; 2025Q2: 5,260 shares; 2025Q3: 5,021 shares; 2025Q4: 4,809 shares 4,809 $155K <0.01% -212 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 1,417 shares; 2025Q1: 1,444 shares; 2025Q2: 2,428 shares; 2025Q3: 8,038 shares; 2025Q4: 8,141 shares 8,141 $154K <0.01% +103 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 930 shares; 2025Q2: 877 shares; 2025Q3: 853 shares; 2025Q4: 865 shares 865 $154K <0.01% +12 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 399 shares; 2025Q1: 372 shares; 2025Q2: 441 shares; 2025Q3: 493 shares; 2025Q4: 548 shares 548 $154K <0.01% +55 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,982 shares; 2024Q4: 45,012 shares; 2025Q1: 48,211 shares; 2025Q2: 55,643 shares; 2025Q3: 34,964 shares; 2025Q4: 32,024 shares 32,024 $154K <0.01% -2,940 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 966 shares; 2025Q4: 1,662 shares 1,662 $153K <0.01% +696 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,346 shares; 2025Q1: 1,266 shares; 2025Q2: 4,053 shares; 2025Q3: 7,965 shares; 2025Q4: 2,516 shares 2,516 $153K <0.01% -5,449 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 200 shares; 2025Q3: 1,521 shares; 2025Q4: 3,410 shares 3,410 $153K <0.01% +1,889 Timeline ZEUS OLYMPIC STEEL INC More: the full row for OLYMPIC STEEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,506 shares; 2025Q1: 3,506 shares; 2025Q2: 3,506 shares; 2025Q3: 3,506 shares; 2025Q4: 3,562 shares 3,562 $152K <0.01% +56 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,843 shares 3,843 $152K <0.01% new Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 99 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 399 shares; 2025Q4: 2,000 shares 2,000 $151K <0.01% +1,601 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,744 shares; 2025Q1: 269 shares; 2025Q2: 4,457 shares; 2025Q3: 4,252 shares; 2025Q4: 4,285 shares 4,285 $151K <0.01% +33 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 1,964 shares; 2025Q1: 1,969 shares; 2025Q2: 2,094 shares; 2025Q3: 2,115 shares; 2025Q4: 2,089 shares 2,089 $150K <0.01% -26 Timeline FSIG 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: 54 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: 7,806 shares 7,806 $150K <0.01% +7,661 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 117 shares; 2025Q1: 109 shares; 2025Q2: 88 shares; 2025Q3: 157 shares; 2025Q4: 107 shares 107 $149K <0.01% -50 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,539 shares; 2025Q1: 5,016 shares; 2025Q2: 3,982 shares; 2025Q3: 4,469 shares; 2025Q4: 4,313 shares 4,313 $149K <0.01% -156 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 13,497 shares; 2025Q1: 15,604 shares; 2025Q2: 10,053 shares; 2025Q3: 3,378 shares; 2025Q4: 3,785 shares 3,785 $148K <0.01% +407 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 793 shares; 2025Q2: not reported; 2025Q3: 749 shares; 2025Q4: 5,174 shares 5,174 $148K <0.01% +4,425 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,895 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,727 shares; 2025Q4: 2,728 shares 2,728 $147K <0.01% +1 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,575 shares; 2025Q2: 6,575 shares; 2025Q3: 6,575 shares; 2025Q4: 6,575 shares 6,575 $147K <0.01% 0 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO 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: 60,400 shares; 2025Q3: 40,362 shares; 2025Q4: 40,362 shares 40,362 $147K <0.01% 0 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: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,961 shares; 2025Q2: 2,127 shares; 2025Q3: 2,846 shares; 2025Q4: 2,828 shares 2,828 $146K <0.01% -18 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,429 shares; 2025Q1: 2,419 shares; 2025Q2: 2,061 shares; 2025Q3: 2,034 shares; 2025Q4: 1,689 shares 1,689 $146K <0.01% -345 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: 1,131 shares; 2024Q4: 1,064 shares; 2025Q1: 1,048 shares; 2025Q2: 1,033 shares; 2025Q3: 1,086 shares; 2025Q4: 1,769 shares 1,769 $145K <0.01% +683 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,868 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares 4,868 $145K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,136 shares 9,136 $145K <0.01% new Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC 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: not reported; 2025Q3: not reported; 2025Q4: 2,351 shares 2,351 $145K <0.01% new 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: 2,517 shares; 2024Q4: 26,365 shares; 2025Q1: 26,365 shares; 2025Q2: 24,942 shares; 2025Q3: 13,899 shares; 2025Q4: 13,732 shares 13,732 $144K <0.01% -167 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 2,088 shares; 2025Q1: 1,877 shares; 2025Q2: 1,893 shares; 2025Q3: 1,500 shares; 2025Q4: 1,707 shares 1,707 $144K <0.01% +207 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,626 shares; 2025Q3: 13,646 shares; 2025Q4: 13,646 shares 13,646 $144K <0.01% 0 Timeline MLPA 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: 445 shares; 2024Q4: 4,513 shares; 2025Q1: 510 shares; 2025Q2: 160 shares; 2025Q3: 461 shares; 2025Q4: 2,957 shares 2,957 $143K <0.01% +2,496 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,094 shares; 2025Q1: 1,075 shares; 2025Q2: 5,127 shares; 2025Q3: 8,686 shares; 2025Q4: 9,812 shares 9,812 $143K <0.01% +1,126 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: not reported; 2025Q3: 3,469 shares; 2025Q4: 2,824 shares 2,824 $143K <0.01% -645 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 6,000 shares; 2025Q1: 6,778 shares; 2025Q2: 7,930 shares; 2025Q3: 8,051 shares; 2025Q4: 6,830 shares 6,830 $142K <0.01% -1,221 Timeline