ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 12,228 shares; 2025Q1: 12,369 shares; 2025Q2: 8,265 shares; 2025Q3: 11,512 shares; 2025Q4: 9,828 shares 9,828 $141K <0.01% -1,684 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,254 shares; 2025Q1: 1,165 shares; 2025Q2: 1,183 shares; 2025Q3: 1,225 shares; 2025Q4: 1,178 shares 1,178 $141K <0.01% -47 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 1,562 shares; 2025Q1: 2,478 shares; 2025Q2: 2,607 shares; 2025Q3: 15,632 shares; 2025Q4: 9,427 shares 9,427 $141K <0.01% -6,205 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,333 shares; 2025Q1: 1,294 shares; 2025Q2: 276 shares; 2025Q3: 2,544 shares; 2025Q4: 1,901 shares 1,901 $140K <0.01% -643 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 13,092 shares; 2025Q1: 14,563 shares; 2025Q2: 1,133 shares; 2025Q3: 1,143 shares; 2025Q4: 2,438 shares 2,438 $140K <0.01% +1,295 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 26,188 shares; 2025Q1: 14,126 shares; 2025Q2: 15,925 shares; 2025Q3: 14,030 shares; 2025Q4: 9,416 shares 9,416 $139K <0.01% -4,614 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,981 shares; 2025Q1: 2,918 shares; 2025Q2: 3,486 shares; 2025Q3: 3,598 shares; 2025Q4: 3,748 shares 3,748 $139K <0.01% +150 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,398 shares; 2024Q4: 21,768 shares; 2025Q1: 21,768 shares; 2025Q2: 21,768 shares; 2025Q3: 31,556 shares; 2025Q4: 14,498 shares 14,498 $139K <0.01% -17,058 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,748 shares; 2025Q4: 6,684 shares 6,684 $139K <0.01% +936 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 534 shares; 2025Q1: 529 shares; 2025Q2: 547 shares; 2025Q3: 527 shares; 2025Q4: 528 shares 528 $138K <0.01% +1 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,618 shares; 2025Q1: 1,416 shares; 2025Q2: 1,289 shares; 2025Q3: 1,043 shares; 2025Q4: 1,045 shares 1,045 $138K <0.01% +2 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,706 shares; 2025Q1: 76,706 shares; 2025Q2: 76,713 shares; 2025Q3: 76,706 shares; 2025Q4: 76,706 shares 76,706 $137K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 1,414 shares; 2025Q1: 1,799 shares; 2025Q2: 1,037 shares; 2025Q3: 802 shares; 2025Q4: 827 shares 827 $137K <0.01% +25 Timeline IBUY 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: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,728 shares; 2025Q2: 2,272 shares; 2025Q3: 2,150 shares; 2025Q4: 1,832 shares 1,832 $136K <0.01% -318 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,064 shares; 2024Q4: 17,064 shares; 2025Q1: 17,064 shares; 2025Q2: 17,624 shares; 2025Q3: 17,643 shares; 2025Q4: 17,621 shares 17,621 $136K <0.01% -22 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,607 shares; 2024Q4: 12,363 shares; 2025Q1: 18,441 shares; 2025Q2: 20,144 shares; 2025Q3: 21,718 shares; 2025Q4: 26,535 shares 26,535 $135K <0.01% +4,817 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $134K <0.01% new Timeline BUFR 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: 547 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 2,320 shares; 2025Q4: 3,917 shares 3,917 $134K <0.01% +1,597 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 760 shares; 2025Q1: 913 shares; 2025Q2: 1,056 shares; 2025Q3: 698 shares; 2025Q4: 694 shares 694 $134K <0.01% -4 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 157 shares; 2025Q1: 288 shares; 2025Q2: 748 shares; 2025Q3: 1,054 shares; 2025Q4: 1,651 shares 1,651 $134K <0.01% +597 Timeline FTNJ 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: 15,306 shares 15,306 $134K <0.01% new Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 7,470 shares; 2025Q1: 9,052 shares; 2025Q2: 9,052 shares; 2025Q3: 9,162 shares; 2025Q4: 6,221 shares 6,221 $134K <0.01% -2,941 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,221 shares 18,221 $133K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,071 shares; 2024Q4: 2,394 shares; 2025Q1: 2,334 shares; 2025Q2: 2,155 shares; 2025Q3: 1,797 shares; 2025Q4: 1,517 shares 1,517 $132K <0.01% -280 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 11,500 shares; 2025Q1: 11,506 shares; 2025Q2: 11,512 shares; 2025Q3: 11,519 shares; 2025Q4: 7,569 shares 7,569 $132K <0.01% -3,950 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 373 shares; 2025Q2: 47 shares; 2025Q3: 282 shares; 2025Q4: 557 shares 557 $132K <0.01% +275 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 3,051 shares; 2025Q3: 4,265 shares; 2025Q4: 4,883 shares 4,883 $132K <0.01% +618 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 1,430 shares; 2025Q4: 5,049 shares 5,049 $132K <0.01% +3,619 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 1,870 shares 1,870 $132K <0.01% -756 Timeline DGCB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,427 shares 2,427 $132K <0.01% new Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,758 shares; 2025Q1: 1,529 shares; 2025Q2: 2,056 shares; 2025Q3: 1,898 shares; 2025Q4: 1,787 shares 1,787 $131K <0.01% -111 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,680 shares; 2025Q1: 9,980 shares; 2025Q2: 9,980 shares; 2025Q3: 9,980 shares; 2025Q4: 9,980 shares 9,980 $130K <0.01% 0 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 9,683 shares; 2025Q1: 9,561 shares; 2025Q2: 9,561 shares; 2025Q3: 10,993 shares; 2025Q4: 11,801 shares 11,801 $130K <0.01% +808 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 262 shares; 2025Q1: 329 shares; 2025Q2: 344 shares; 2025Q3: 356 shares; 2025Q4: 366 shares 366 $129K <0.01% +10 Timeline FXG 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: 1,894 shares; 2024Q4: 1,811 shares; 2025Q1: 1,753 shares; 2025Q2: 1,844 shares; 2025Q3: 1,917 shares; 2025Q4: 2,132 shares 2,132 $129K <0.01% +215 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 3,428 shares; 2025Q1: 2,846 shares; 2025Q2: 2,734 shares; 2025Q3: 2,257 shares; 2025Q4: 1,727 shares 1,727 $129K <0.01% -530 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,112 shares 2,112 $128K <0.01% +112 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,181 shares; 2025Q1: 4,518 shares; 2025Q2: 1,347 shares; 2025Q3: 1,375 shares; 2025Q4: 1,432 shares 1,432 $128K <0.01% +57 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,642 shares; 2025Q1: 8,510 shares; 2025Q2: 5,036 shares; 2025Q3: 5,026 shares; 2025Q4: 4,427 shares 4,427 $128K <0.01% -599 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 889 shares; 2025Q1: 1,010 shares; 2025Q2: 1,333 shares; 2025Q3: 1,944 shares; 2025Q4: 2,528 shares 2,528 $128K <0.01% +584 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 7,087 shares; 2025Q1: 1,976 shares; 2025Q2: 1,658 shares; 2025Q3: 1,517 shares; 2025Q4: 1,484 shares 1,484 $127K <0.01% -33 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,540 shares; 2025Q1: 3,729 shares; 2025Q2: 3,807 shares; 2025Q3: 958 shares; 2025Q4: 3,300 shares 3,300 $127K <0.01% +2,342 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: 1,888 shares; 2025Q3: 4,923 shares; 2025Q4: 6,301 shares 6,301 $127K <0.01% +1,378 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,985 shares 4,985 $127K <0.01% new Timeline DSTL 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: 2,875 shares; 2024Q4: 2,883 shares; 2025Q1: 4,102 shares; 2025Q2: 2,453 shares; 2025Q3: 2,459 shares; 2025Q4: 2,139 shares 2,139 $126K <0.01% -320 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares 1,060 $126K <0.01% new Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,048 shares; 2024Q4: 13,242 shares; 2025Q1: 12,812 shares; 2025Q2: 13,208 shares; 2025Q3: 6,552 shares; 2025Q4: 7,326 shares 7,326 $126K <0.01% +774 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,545 shares; 2024Q4: 12,644 shares; 2025Q1: 12,741 shares; 2025Q2: 12,845 shares; 2025Q3: 13,650 shares; 2025Q4: 14,762 shares 14,762 $125K <0.01% +1,112 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,085 shares; 2024Q4: 8,085 shares; 2025Q1: 8,134 shares; 2025Q2: 7,520 shares; 2025Q3: 7,175 shares; 2025Q4: 7,175 shares 7,175 $125K <0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 1,682 shares; 2025Q1: 1,649 shares; 2025Q2: 2,344 shares; 2025Q3: 2,390 shares; 2025Q4: 1,802 shares 1,802 $125K <0.01% -588 Timeline FTMH 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: 10,761 shares 10,761 $125K <0.01% new Timeline EWZ 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: 1,516 shares; 2024Q4: not reported; 2025Q1: 40,336 shares; 2025Q2: 46,900 shares; 2025Q3: 49,058 shares; 2025Q4: 3,900 shares 3,900 $124K <0.01% -45,158 Timeline TGS TRANSPORTADORA DE GAS DEL SU More: the full row for TRANSPORTADORA DE GAS DEL SU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,967 shares; 2025Q1: 3,978 shares; 2025Q2: 3,967 shares; 2025Q3: 3,967 shares; 2025Q4: 3,967 shares 3,967 $123K <0.01% 0 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 852 shares; 2025Q1: 620 shares; 2025Q2: 1,228 shares; 2025Q3: 1,561 shares; 2025Q4: 3,047 shares 3,047 $122K <0.01% +1,486 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,202 shares; 2025Q1: 4,407 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares 4,195 $122K <0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,931 shares; 2024Q4: 9,612 shares; 2025Q1: 10,599 shares; 2025Q2: 4,409 shares; 2025Q3: 4,381 shares; 2025Q4: 2,602 shares 2,602 $122K <0.01% -1,779 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 2,270 shares; 2025Q3: 2,360 shares; 2025Q4: 2,050 shares 2,050 $122K <0.01% -310 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 333 shares; 2025Q1: 305 shares; 2025Q2: 434 shares; 2025Q3: 672 shares; 2025Q4: 869 shares 869 $122K <0.01% +197 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 773 shares 773 $122K <0.01% +723 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,017 shares; 2025Q1: 4,100 shares; 2025Q2: 4,559 shares; 2025Q3: 4,514 shares; 2025Q4: 2,789 shares 2,789 $122K <0.01% -1,725 Timeline AIA 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: 451 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 1,248 shares 1,248 $122K <0.01% +758 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,030 shares 2,030 $121K <0.01% +530 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,558 shares; 2025Q4: 4,558 shares 4,558 $120K <0.01% 0 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,982 shares; 2025Q4: 2,037 shares 2,037 $120K <0.01% +55 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 4,307 shares; 2025Q1: 1,968 shares; 2025Q2: 598 shares; 2025Q3: 182 shares; 2025Q4: 1,532 shares 1,532 $120K <0.01% +1,350 Timeline COYA COYA THERAPEUTICS INC More: the full row for COYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,626 shares; 2025Q3: 20,626 shares; 2025Q4: 20,626 shares 20,626 $120K <0.01% 0 Timeline GVAL 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: 37 shares; 2025Q4: 3,793 shares 3,793 $119K <0.01% +3,756 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: not reported; 2025Q1: 2,018 shares; 2025Q2: 370 shares; 2025Q3: 6,500 shares; 2025Q4: 10,883 shares 10,883 $119K <0.01% +4,383 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 467 shares; 2025Q2: 83 shares; 2025Q3: not reported; 2025Q4: 5,446 shares 5,446 $118K <0.01% new Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 432 shares; 2025Q4: 3,818 shares 3,818 $118K <0.01% +3,386 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,309 shares; 2024Q4: 1,845 shares; 2025Q1: 951 shares; 2025Q2: 865 shares; 2025Q3: 862 shares; 2025Q4: 864 shares 864 $118K <0.01% +2 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 8,403 shares; 2025Q1: 7,303 shares; 2025Q2: 9,310 shares; 2025Q3: 7,870 shares; 2025Q4: 5,735 shares 5,735 $118K <0.01% -2,135 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 496 shares; 2025Q1: 446 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares 948 $118K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,061 shares; 2025Q1: 1,943 shares; 2025Q2: 1,863 shares; 2025Q3: 1,575 shares; 2025Q4: 1,991 shares 1,991 $117K <0.01% +416 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 519 shares; 2025Q1: 472 shares; 2025Q2: 494 shares; 2025Q3: 714 shares; 2025Q4: 814 shares 814 $117K <0.01% +100 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 127 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 1,464 shares; 2025Q4: 666 shares 666 $117K <0.01% -798 Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,346 shares; 2024Q4: 50,346 shares; 2025Q1: 50,346 shares; 2025Q2: 50,346 shares; 2025Q3: 50,346 shares; 2025Q4: 50,350 shares 50,350 $117K <0.01% +4 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,316 shares; 2025Q1: 1,334 shares; 2025Q2: 1,296 shares; 2025Q3: 940 shares; 2025Q4: 1,331 shares 1,331 $117K <0.01% +391 Timeline DFNM 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: 453 shares; 2025Q2: 7,573 shares; 2025Q3: 2,474 shares; 2025Q4: 2,419 shares 2,419 $117K <0.01% -55 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 184 shares; 2025Q1: 1,104 shares; 2025Q2: 125 shares; 2025Q3: 1,832 shares; 2025Q4: 2,439 shares 2,439 $116K <0.01% +607 Timeline FXO 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: 849 shares; 2024Q4: 364 shares; 2025Q1: 1,500 shares; 2025Q2: 1,136 shares; 2025Q3: 1,800 shares; 2025Q4: 1,908 shares 1,908 $115K <0.01% +108 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,343 shares; 2025Q1: 5,347 shares; 2025Q2: 6,205 shares; 2025Q3: 6,218 shares; 2025Q4: 6,231 shares 6,231 $115K <0.01% +13 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 3,472 shares; 2025Q2: 4,056 shares; 2025Q3: 4,724 shares; 2025Q4: 4,724 shares 4,724 $115K <0.01% 0 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,107 shares; 2025Q1: 2,587 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares 2,526 $114K <0.01% 0 Timeline ACTU ACTUATE THERAPEUTICS INC More: the full row for ACTUATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,125 shares; 2025Q2: 18,518 shares; 2025Q3: 19,301 shares; 2025Q4: 18,518 shares 18,518 $113K <0.01% -783 Timeline DDM 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: 369 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 371 shares; 2025Q3: 372 shares; 2025Q4: 1,993 shares 1,993 $113K <0.01% +1,621 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,201 shares; 2025Q3: 1,209 shares; 2025Q4: 1,206 shares 1,206 $113K <0.01% -3 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 554 shares; 2025Q1: 618 shares; 2025Q2: 653 shares; 2025Q3: 667 shares; 2025Q4: 648 shares 648 $113K <0.01% -19 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 382 shares; 2025Q1: 224 shares; 2025Q2: 580 shares; 2025Q3: 1,604 shares; 2025Q4: 1,560 shares 1,560 $112K <0.01% -44 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 535 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 2,355 shares 2,355 $112K <0.01% +2,278 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 503 shares; 2025Q1: 602 shares; 2025Q2: 483 shares; 2025Q3: 856 shares; 2025Q4: 1,327 shares 1,327 $112K <0.01% +471 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,736 shares; 2024Q4: 527,598 shares; 2025Q1: 560,280 shares; 2025Q2: 13,566 shares; 2025Q3: 12,149 shares; 2025Q4: 8,716 shares 8,716 $111K <0.01% -3,433 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 5,569 shares; 2025Q1: 5,558 shares; 2025Q2: 5,710 shares; 2025Q3: 5,535 shares; 2025Q4: 5,535 shares 5,535 $111K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 96 shares; 2025Q1: 400 shares; 2025Q2: 1,581 shares; 2025Q3: 1,558 shares; 2025Q4: 1,381 shares 1,381 $111K <0.01% -177 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 87 shares; 2025Q2: 123 shares; 2025Q3: 635 shares; 2025Q4: 1,384 shares 1,384 $110K <0.01% +749 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares; 2025Q2: 1,453 shares; 2025Q3: 1,457 shares; 2025Q4: 1,453 shares 1,453 $110K <0.01% -4 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 191 shares; 2025Q1: 215 shares; 2025Q2: 214 shares; 2025Q3: 527 shares; 2025Q4: 683 shares 683 $110K <0.01% +156 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 2,042 shares 2,042 $109K <0.01% +1,566 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 341 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 627 shares; 2025Q4: 431 shares 431 $109K <0.01% -196 Timeline IDOG 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: 1,882 shares; 2024Q4: 1,532 shares; 2025Q1: 1,532 shares; 2025Q2: 2,360 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares 2,821 $109K <0.01% 0 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,026 shares; 2025Q1: 2,000 shares; 2025Q2: 2,039 shares; 2025Q3: 2,037 shares; 2025Q4: 3,019 shares 3,019 $109K <0.01% +982 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,250 shares; 2025Q3: 1,350 shares; 2025Q4: 1,353 shares 1,353 $109K <0.01% +3 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,438 shares 1,438 $109K <0.01% new Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR 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: 2,825 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,479 shares 3,479 $108K <0.01% +200 Timeline GVIP 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: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 698 shares; 2025Q4: 698 shares 698 $108K <0.01% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,409 shares; 2024Q4: 14,015 shares; 2025Q1: 6,145 shares; 2025Q2: 4,620 shares; 2025Q3: 4,620 shares; 2025Q4: 4,620 shares 4,620 $108K <0.01% 0 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,358 shares; 2025Q3: 2,105 shares; 2025Q4: 1,195 shares 1,195 $107K <0.01% -910 Timeline UPGD 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $107K <0.01% 0 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,847 shares; 2025Q1: 14,847 shares; 2025Q2: 37,312 shares; 2025Q3: 15,297 shares; 2025Q4: 15,797 shares 15,797 $107K <0.01% +500 Timeline DFGR 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: 503 shares; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 4,053 shares 4,053 $107K <0.01% +3,333 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 898 shares; 2025Q1: 1,072 shares; 2025Q2: 532 shares; 2025Q3: 535 shares; 2025Q4: 1,439 shares 1,439 $107K <0.01% +904 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,606 shares; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 8,751 shares 8,751 $107K <0.01% +8,724 Timeline AVIG 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: 852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares; 2025Q4: 2,534 shares 2,534 $106K <0.01% +16 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 177 shares; 2025Q2: 199 shares; 2025Q3: 211 shares; 2025Q4: 177 shares 177 $105K <0.01% -34 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,984 shares; 2025Q1: 5,861 shares; 2025Q2: 5,835 shares; 2025Q3: 5,805 shares; 2025Q4: 5,753 shares 5,753 $104K <0.01% -52 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 436 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 784 shares; 2025Q4: 6,713 shares 6,713 $104K <0.01% +5,929 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 359 shares; 2025Q1: 482 shares; 2025Q2: 583 shares; 2025Q3: 621 shares; 2025Q4: 534 shares 534 $104K <0.01% -87 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,293 shares; 2025Q1: 1,879 shares; 2025Q2: 1,998 shares; 2025Q3: 3,577 shares; 2025Q4: 1,980 shares 1,980 $104K <0.01% -1,597 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,816 shares; 2025Q1: 1,810 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares 1,804 $104K <0.01% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 1,002 shares; 2025Q3: 923 shares; 2025Q4: 1,297 shares 1,297 $104K <0.01% +374 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 539 shares; 2025Q1: 2,288 shares; 2025Q2: 323 shares; 2025Q3: 284 shares; 2025Q4: 582 shares 582 $104K <0.01% +298 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,552 shares; 2025Q1: 1,514 shares; 2025Q2: 1,611 shares; 2025Q3: 1,611 shares; 2025Q4: 1,891 shares 1,891 $104K <0.01% +280 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,154 shares; 2025Q1: 2,730 shares; 2025Q2: 2,608 shares; 2025Q3: 2,432 shares; 2025Q4: 3,835 shares 3,835 $103K <0.01% +1,403 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,153 shares; 2024Q4: 13,379 shares; 2025Q1: 6,143 shares; 2025Q2: 6,143 shares; 2025Q3: 5,869 shares; 2025Q4: 4,415 shares 4,415 $103K <0.01% -1,454 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,581 shares; 2025Q1: 3,331 shares; 2025Q2: 11,411 shares; 2025Q3: 11,411 shares; 2025Q4: 10,532 shares 10,532 $103K <0.01% -879 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 17,761 shares; 2025Q1: 9,552 shares; 2025Q2: 1,226 shares; 2025Q3: 504 shares; 2025Q4: 3,054 shares 3,054 $102K <0.01% +2,550 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 1,497 shares; 2025Q1: 2,947 shares; 2025Q2: 1,720 shares; 2025Q3: 499 shares; 2025Q4: 495 shares 495 $102K <0.01% -4 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,717 shares; 2025Q3: 532 shares; 2025Q4: 3,140 shares 3,140 $102K <0.01% +2,608 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,819 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares 2,865 $102K <0.01% 0 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,633 shares; 2024Q4: 10,633 shares; 2025Q1: 11,171 shares; 2025Q2: 10,633 shares; 2025Q3: 10,633 shares; 2025Q4: 4,585 shares 4,585 $102K <0.01% -6,048 Timeline BNDW 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 501 shares; 2025Q3: 1,208 shares; 2025Q4: 1,478 shares 1,478 $102K <0.01% +270 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 3,541 shares; 2025Q1: 3,866 shares; 2025Q2: 3,736 shares; 2025Q3: 2,916 shares; 2025Q4: 2,919 shares 2,919 $101K <0.01% +3 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 18 shares; 2025Q4: 749 shares 749 $101K <0.01% +731 Timeline IBHL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares 3,900 $100K <0.01% new Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 111 shares; 2025Q3: 7,662 shares; 2025Q4: 5,784 shares 5,784 $100K <0.01% -1,878 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,557 shares; 2025Q3: 3,911 shares; 2025Q4: 4,089 shares 4,089 $100K <0.01% +178 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 85 shares; 2025Q2: 59 shares; 2025Q3: 330 shares; 2025Q4: 600 shares 600 $99.8K <0.01% +270 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,577 shares; 2025Q1: 3,206 shares; 2025Q2: 3,237 shares; 2025Q3: 2,874 shares; 2025Q4: 3,050 shares 3,050 $99.6K <0.01% +176 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 358 shares; 2025Q1: 2,507 shares; 2025Q2: 1,857 shares; 2025Q3: 1,687 shares; 2025Q4: 4,213 shares 4,213 $99.4K <0.01% +2,526 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 365 shares; 2025Q1: 258 shares; 2025Q2: 251 shares; 2025Q3: 227 shares; 2025Q4: 232 shares 232 $99.3K <0.01% +5 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,544 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,538 shares; 2025Q4: 1,564 shares 1,564 $99K <0.01% +26 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 2,695 shares; 2025Q4: 2,568 shares 2,568 $98.9K <0.01% -127 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,723 shares; 2025Q4: 2,688 shares 2,688 $98.8K <0.01% -35 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 422 shares; 2025Q4: 618 shares 618 $98.8K <0.01% +196 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 14,713 shares; 2025Q1: 3,268 shares; 2025Q2: 3,344 shares; 2025Q3: 4,585 shares; 2025Q4: 7,488 shares 7,488 $98.6K <0.01% +2,903 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 313 shares; 2025Q1: 443 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 1,460 shares 1,460 $98.3K <0.01% +1,020 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 561 shares; 2025Q3: 3,500 shares; 2025Q4: 3,737 shares 3,737 $98K <0.01% +237 Timeline USVM 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: 938 shares; 2024Q4: 760 shares; 2025Q1: 805 shares; 2025Q2: 718 shares; 2025Q3: 711 shares; 2025Q4: 1,071 shares 1,071 $97.8K <0.01% +360 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 3,401 shares; 2025Q1: 3,534 shares; 2025Q2: 3,782 shares; 2025Q3: 2,420 shares; 2025Q4: 2,464 shares 2,464 $97.6K <0.01% +44 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 3,963 shares; 2025Q3: 3,963 shares; 2025Q4: 3,963 shares 3,963 $97.6K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 317 shares; 2025Q4: 2,900 shares 2,900 $96.6K <0.01% +2,583 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 1,710 shares; 2025Q1: 1,814 shares; 2025Q2: 1,988 shares; 2025Q3: 3,295 shares; 2025Q4: 2,621 shares 2,621 $96.5K <0.01% -674 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,514 shares; 2025Q4: 2,514 shares 2,514 $96.2K <0.01% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,217 shares; 2025Q1: 2,567 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares 2,217 $96.2K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 3,015 shares; 2025Q1: 525 shares; 2025Q2: 515 shares; 2025Q3: 5,769 shares; 2025Q4: 5,639 shares 5,639 $95.6K <0.01% -130 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 3,355 shares; 2025Q1: 2,736 shares; 2025Q2: 2,801 shares; 2025Q3: 4,436 shares; 2025Q4: 4,386 shares 4,386 $95.4K <0.01% -50 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 971 shares; 2025Q1: 2,040 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,814 shares 1,814 $95.1K <0.01% new Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 2,779 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares 2,709 $94.8K <0.01% 0 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,424 shares; 2025Q1: 1,809 shares; 2025Q2: 1,813 shares; 2025Q3: 2,301 shares; 2025Q4: 2,148 shares 2,148 $94.8K <0.01% -153 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 164 shares; 2025Q4: 164 shares 164 $94.7K <0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 6,810 shares; 2025Q1: 15,884 shares; 2025Q2: 6,995 shares; 2025Q3: 7,635 shares; 2025Q4: 7,635 shares 7,635 $94.1K <0.01% 0 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 1,715 shares 1,715 $94K <0.01% +838 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 779 shares; 2025Q1: 785 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,101 shares 1,101 $93.9K <0.01% +78 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 3,967 shares 3,967 $93.8K <0.01% -1,983 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,538 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $93.5K <0.01% 0 Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST 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: not reported; 2025Q3: not reported; 2025Q4: 2,248 shares 2,248 $93.3K <0.01% new Timeline SPFI SOUTH PLAINS FINANCIAL INC More: the full row for SOUTH PLAINS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,935 shares; 2025Q3: 2,930 shares; 2025Q4: 2,400 shares 2,400 $93.1K <0.01% -530 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 488 shares; 2025Q2: 459 shares; 2025Q3: 475 shares; 2025Q4: 465 shares 465 $93K <0.01% -10 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,627 shares; 2025Q3: 1,837 shares; 2025Q4: 1,952 shares 1,952 $92.8K <0.01% +115 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,797 shares; 2025Q1: 1,749 shares; 2025Q2: 1,710 shares; 2025Q3: 1,844 shares; 2025Q4: 1,775 shares 1,775 $92.8K <0.01% -69 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 6,546 shares 6,546 $92.6K <0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,238 shares; 2025Q1: 5,338 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares; 2025Q4: 5,111 shares 5,111 $91.8K <0.01% +3,213 Timeline KBWY 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: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,926 shares 5,926 $91.5K <0.01% new Timeline EWT 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: 19,566 shares; 2024Q4: 17,098 shares; 2025Q1: 1,201 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 1,439 shares 1,439 $91.4K <0.01% +1,347 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 1,128 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 5,957 shares; 2025Q4: 8,694 shares 8,694 $90.8K <0.01% +2,737 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 714 shares; 2025Q1: 452 shares; 2025Q2: 477 shares; 2025Q3: 345 shares; 2025Q4: 377 shares 377 $90.7K <0.01% +32 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 2,982 shares; 2025Q1: 3,568 shares; 2025Q2: 3,236 shares; 2025Q3: 3,238 shares; 2025Q4: 2,961 shares 2,961 $90.4K <0.01% -277 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 808 shares; 2025Q4: 1,799 shares 1,799 $90.4K <0.01% +991 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,052 shares 3,052 $90.3K <0.01% +52 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 483 shares; 2025Q3: 881 shares; 2025Q4: 3,071 shares 3,071 $90.1K <0.01% +2,190 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 2,889 shares; 2025Q1: 1,845 shares; 2025Q2: 1,626 shares; 2025Q3: 1,178 shares; 2025Q4: 1,098 shares 1,098 $90K <0.01% -80 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 793 shares; 2025Q1: 976 shares; 2025Q2: 1,022 shares; 2025Q3: 607 shares; 2025Q4: 496 shares 496 $89.9K <0.01% -111 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,454 shares; 2025Q4: 2,321 shares 2,321 $89.8K <0.01% -133 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 5,345 shares; 2025Q1: 5,392 shares; 2025Q2: 5,034 shares; 2025Q3: 4,298 shares; 2025Q4: 4,478 shares 4,478 $88.8K <0.01% +180 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,063 shares; 2025Q1: 2,985 shares; 2025Q2: 3,639 shares; 2025Q3: 2,025 shares; 2025Q4: 1,862 shares 1,862 $88.7K <0.01% -163 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,135 shares 4,135 $88.6K <0.01% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,080 shares; 2025Q4: 4,000 shares 4,000 $88.6K <0.01% -80 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 84 shares; 2025Q1: 83 shares; 2025Q2: 133 shares; 2025Q3: 116 shares; 2025Q4: 105 shares 105 $88.3K <0.01% -11 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,943 shares; 2025Q4: 34,943 shares 34,943 $88.1K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 3,782 shares; 2025Q1: 4,937 shares; 2025Q2: 6,595 shares; 2025Q3: 7,735 shares; 2025Q4: 5,628 shares 5,628 $88K <0.01% -2,107 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 609 shares; 2025Q4: 360 shares 360 $87.4K <0.01% -249 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,236 shares; 2025Q2: 1,242 shares; 2025Q3: 1,192 shares; 2025Q4: 1,037 shares 1,037 $87.3K <0.01% -155 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,586 shares; 2025Q4: 2,586 shares 2,586 $87.2K <0.01% 0 Timeline DJD 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: 1,418 shares; 2024Q4: 1,639 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares 1,522 $87K <0.01% 0 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 19 shares; 2025Q2: 26 shares; 2025Q3: 33 shares; 2025Q4: 801 shares 801 $86.9K <0.01% +768 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 144 shares; 2025Q1: 152 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 399 shares 399 $86.7K <0.01% +324 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,229 shares; 2024Q4: 11,975 shares; 2025Q1: 11,944 shares; 2025Q2: 11,128 shares; 2025Q3: 10,901 shares; 2025Q4: 11,218 shares 11,218 $85.9K <0.01% +317 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,133 shares; 2025Q1: 3,133 shares; 2025Q2: 3,133 shares; 2025Q3: 3,133 shares; 2025Q4: 8,872 shares 8,872 $85.8K <0.01% +5,739 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 3,265 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 1,699 shares; 2025Q4: 1,257 shares 1,257 $85.5K <0.01% -442 Timeline PAI WESTERN ASSET INVESTMENT GRA More: the full row for WESTERN ASSET INVESTMENT GRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 6,848 shares 6,848 $85.5K <0.01% +6,708 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 754 shares; 2025Q1: 1,189 shares; 2025Q2: 736 shares; 2025Q3: 984 shares; 2025Q4: 694 shares 694 $85.4K <0.01% -290 Timeline GEM 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: 612 shares; 2024Q4: 498 shares; 2025Q1: 348 shares; 2025Q2: 388 shares; 2025Q3: 567 shares; 2025Q4: 2,051 shares 2,051 $85.4K <0.01% +1,484 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,853 shares; 2025Q1: 2,302 shares; 2025Q2: 1,853 shares; 2025Q3: 2,145 shares; 2025Q4: 2,161 shares 2,161 $85.3K <0.01% +16 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,611 shares; 2025Q1: 2,516 shares; 2025Q2: 2,489 shares; 2025Q3: 3,452 shares; 2025Q4: 3,503 shares 3,503 $85.2K <0.01% +51 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,102 shares; 2025Q1: 6,102 shares; 2025Q2: 6,102 shares; 2025Q3: 6,102 shares; 2025Q4: 6,102 shares 6,102 $84.9K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,361 shares; 2025Q1: 299 shares; 2025Q2: 284 shares; 2025Q3: 1,389 shares; 2025Q4: 957 shares 957 $84.8K <0.01% -432 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 894 shares; 2025Q1: 854 shares; 2025Q2: 889 shares; 2025Q3: 890 shares; 2025Q4: 895 shares 895 $84.5K <0.01% +5 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 6,060 shares; 2025Q3: 5,500 shares; 2025Q4: 5,600 shares 5,600 $84.3K <0.01% +100 Timeline EFAX 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: 687 shares; 2024Q4: 680 shares; 2025Q1: 670 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,668 shares 1,668 $84.2K <0.01% +6 Timeline BSJQ 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: 3,952 shares; 2024Q4: 2,586 shares; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: 4,342 shares; 2025Q4: 3,604 shares 3,604 $84.1K <0.01% -738 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares; 2025Q4: 3,571 shares 3,571 $83.6K <0.01% +3,394 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 2,012 shares 2,012 $83.5K <0.01% +63 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,251 shares; 2024Q4: 21,251 shares; 2025Q1: 21,271 shares; 2025Q2: 186 shares; 2025Q3: 10,001 shares; 2025Q4: 10,333 shares 10,333 $83.4K <0.01% +332 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,350 shares; 2025Q1: 1,206 shares; 2025Q2: 2,616 shares; 2025Q3: 3,064 shares; 2025Q4: 3,138 shares 3,138 $83.3K <0.01% +74 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 418 shares; 2025Q1: 404 shares; 2025Q2: 414 shares; 2025Q3: 399 shares; 2025Q4: 427 shares 427 $83.3K <0.01% +28 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 413 shares 413 $82.9K <0.01% +112 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,961 shares; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 7,661 shares; 2025Q3: 8,267 shares; 2025Q4: 8,641 shares 8,641 $82.7K <0.01% +374 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,935 shares; 2025Q1: 4,590 shares; 2025Q2: 5,110 shares; 2025Q3: 7,080 shares; 2025Q4: 9,186 shares 9,186 $82.6K <0.01% +2,106 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 2,554 shares 2,554 $82.3K <0.01% +1,146 Timeline EMCS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,534 shares; 2025Q3: 2,278 shares; 2025Q4: 2,296 shares 2,296 $81.8K <0.01% +18 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 341 shares; 2025Q1: 496 shares; 2025Q2: 426 shares; 2025Q3: 613 shares; 2025Q4: 830 shares 830 $81.8K <0.01% +217 Timeline IQDF 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: 2,439 shares; 2024Q4: 5,277 shares; 2025Q1: 5,277 shares; 2025Q2: 5,277 shares; 2025Q3: 5,304 shares; 2025Q4: 2,681 shares 2,681 $81.5K <0.01% -2,623 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: 18,050 shares; 2025Q1: 8,687 shares; 2025Q2: 7,010 shares; 2025Q3: 9,381 shares; 2025Q4: 8,787 shares 8,787 $81K <0.01% -594 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 389 shares; 2025Q1: 778 shares; 2025Q2: 181 shares; 2025Q3: 464 shares; 2025Q4: 1,264 shares 1,264 $80.9K <0.01% +800 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 2,216 shares; 2025Q1: 1,203 shares; 2025Q2: 568 shares; 2025Q3: 818 shares; 2025Q4: 787 shares 787 $80.8K <0.01% -31 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,865 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 4,224 shares 4,224 $80.8K <0.01% +2,891 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 878 shares; 2025Q3: 666 shares; 2025Q4: 938 shares 938 $80.7K <0.01% +272 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,707 shares; 2025Q1: 2,246 shares; 2025Q2: 2,899 shares; 2025Q3: 2,952 shares; 2025Q4: 2,340 shares 2,340 $80.6K <0.01% -612 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 5,750 shares; 2025Q4: 5,762 shares 5,762 $80.4K <0.01% +12 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 1,529 shares; 2025Q1: 225 shares; 2025Q2: 214 shares; 2025Q3: 144 shares; 2025Q4: 164 shares 164 $79.9K <0.01% +20 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 686 shares; 2025Q1: 53,701 shares; 2025Q2: 2,329 shares; 2025Q3: 2,067 shares; 2025Q4: 1,821 shares 1,821 $79.3K <0.01% -246 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 545 shares; 2025Q1: 264 shares; 2025Q2: 263 shares; 2025Q3: 267 shares; 2025Q4: 400 shares 400 $78.8K <0.01% +133 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,718 shares 8,718 $78.7K <0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 520 shares; 2025Q1: 411 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 782 shares 782 $78.4K <0.01% +206 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,960 shares; 2025Q1: 1,639 shares; 2025Q2: 2,368 shares; 2025Q3: 2,677 shares; 2025Q4: 3,528 shares 3,528 $77.8K <0.01% +851 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 630 shares; 2025Q1: 748 shares; 2025Q2: 645 shares; 2025Q3: 313 shares; 2025Q4: 911 shares 911 $77.7K <0.01% +598 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,860 shares; 2025Q1: 1,704 shares; 2025Q2: 1,704 shares; 2025Q3: 1,704 shares; 2025Q4: 1,704 shares 1,704 $77.6K <0.01% 0 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 76 shares; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 49 shares; 2025Q4: 441 shares 441 $77.4K <0.01% +392 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 1,069 shares; 2025Q1: 929 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares 954 $77.4K <0.01% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 3,129 shares; 2025Q1: 3,688 shares; 2025Q2: 3,117 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $77.3K <0.01% 0 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares; 2025Q4: 1,150 shares 1,150 $77.1K <0.01% +912 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $77K <0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 3,276 shares; 2025Q1: 5,164 shares; 2025Q2: 1,726 shares; 2025Q3: 1,782 shares; 2025Q4: 1,736 shares 1,736 $77K <0.01% -46 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 950 shares 950 $76.8K <0.01% +289 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 2,425 shares; 2025Q1: 2,412 shares; 2025Q2: 3,449 shares; 2025Q3: 3,924 shares; 2025Q4: 1,214 shares 1,214 $76.8K <0.01% -2,710 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 1,208 shares 1,208 $76.7K <0.01% +733 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,642 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,941 shares 2,941 $76.7K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 514 shares; 2025Q1: 899 shares; 2025Q2: 831 shares; 2025Q3: 2,044 shares; 2025Q4: 1,401 shares 1,401 $76.5K <0.01% -643 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 128 shares; 2025Q1: 116 shares; 2025Q2: 239 shares; 2025Q3: 272 shares; 2025Q4: 183 shares 183 $76.3K <0.01% -89 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: 631 shares; 2025Q2: 475 shares; 2025Q3: 552 shares; 2025Q4: 530 shares 530 $76.3K <0.01% -22 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 3,573 shares; 2025Q1: 3,573 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 4,773 shares 4,773 $75.4K <0.01% +1,200 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,242 shares; 2025Q2: 7,003 shares; 2025Q3: 7,003 shares; 2025Q4: 7,003 shares 7,003 $75K <0.01% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 38 shares; 2025Q1: 262 shares; 2025Q2: 11 shares; 2025Q3: 114 shares; 2025Q4: 430 shares 430 $74.8K <0.01% +316 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 7,269 shares; 2025Q2: 8,105 shares; 2025Q3: 5,405 shares; 2025Q4: 5,805 shares 5,805 $74.8K <0.01% +400 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,302 shares; 2025Q4: 1,851 shares 1,851 $74.2K <0.01% +549 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 3,683 shares; 2025Q1: 4,062 shares; 2025Q2: 3,607 shares; 2025Q3: 2,462 shares; 2025Q4: 2,441 shares 2,441 $73.7K <0.01% -21 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 867 shares; 2025Q2: 1,553 shares; 2025Q3: 1,655 shares; 2025Q4: 2,178 shares 2,178 $73.5K <0.01% +523 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 878 shares; 2025Q1: 914 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 857 shares 857 $73.3K <0.01% +1 Timeline EBND 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: 3,021 shares; 2024Q4: 1,014 shares; 2025Q1: 2,131 shares; 2025Q2: 1,815 shares; 2025Q3: 4,819 shares; 2025Q4: 3,412 shares 3,412 $72.9K <0.01% -1,407 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 4,410 shares; 2025Q1: 3,841 shares; 2025Q2: 3,553 shares; 2025Q3: 3,566 shares; 2025Q4: 3,729 shares 3,729 $72.8K <0.01% +163 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,426 shares; 2024Q4: 4,145 shares; 2025Q1: 3,856 shares; 2025Q2: 1,163 shares; 2025Q3: 3,174 shares; 2025Q4: 3,079 shares 3,079 $72.8K <0.01% -95 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 2,186 shares; 2025Q1: 1,727 shares; 2025Q2: 1,892 shares; 2025Q3: 1,050 shares; 2025Q4: 741 shares 741 $72.5K <0.01% -309 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 4,045 shares; 2025Q1: 3,242 shares; 2025Q2: 3,449 shares; 2025Q3: 3,555 shares; 2025Q4: 3,805 shares 3,805 $72.1K <0.01% +250 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares 2,158 $72K <0.01% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,949 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares 1,945 $71.9K <0.01% 0 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,071 shares; 2025Q1: 1,074 shares; 2025Q2: 1,394 shares; 2025Q3: 801 shares; 2025Q4: 806 shares 806 $71.8K <0.01% +5 Timeline OPTU OPTIMUM COMMUNICATIONS INC More: the full row for OPTIMUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,810 shares; 2024Q4: 52,410 shares; 2025Q1: 56,440 shares; 2025Q2: 55,015 shares; 2025Q3: 52,567 shares; 2025Q4: 43,315 shares 43,315 $71.5K <0.01% -9,252 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,093 shares; 2024Q4: 12,894 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares; 2025Q3: 5,813 shares; 2025Q4: 6,313 shares 6,313 $71.4K <0.01% +500 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 70 shares; 2025Q1: 73 shares; 2025Q2: 72 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57 $71.4K <0.01% 0 VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 5,493 shares; 2025Q1: 5,025 shares; 2025Q2: 4,146 shares; 2025Q3: 3,927 shares; 2025Q4: 4,025 shares 4,025 $71.2K <0.01% +98 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 11 shares; 2025Q1: 38 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares 1,194 $71K <0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 2,030 shares; 2025Q1: 1,497 shares; 2025Q2: 1,220 shares; 2025Q3: 310 shares; 2025Q4: 346 shares 346 $70.9K <0.01% +36 Timeline EWJV 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: 1,537 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 1,022 shares; 2025Q4: 1,783 shares 1,783 $70.8K <0.01% +761 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,596 shares; 2024Q4: 9,696 shares; 2025Q1: 9,838 shares; 2025Q2: 7,025 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares 6,400 $70.8K <0.01% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,999 shares; 2025Q1: 2,923 shares; 2025Q2: 2,628 shares; 2025Q3: 2,662 shares; 2025Q4: 2,438 shares 2,438 $70.8K <0.01% -224 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 875 shares; 2025Q1: 1,270 shares; 2025Q2: 975 shares; 2025Q3: not reported; 2025Q4: 2,672 shares 2,672 $70.4K <0.01% new Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 7,758 shares; 2025Q1: 7,212 shares; 2025Q2: 7,330 shares; 2025Q3: 6,203 shares; 2025Q4: 4,864 shares 4,864 $69.8K <0.01% -1,339 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 322 shares; 2025Q1: 70 shares; 2025Q2: 61 shares; 2025Q3: 661 shares; 2025Q4: 1,563 shares 1,563 $69.5K <0.01% +902 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,770 shares; 2025Q4: 2,795 shares 2,795 $69.2K <0.01% +25 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,137 shares; 2024Q4: 66,950 shares; 2025Q1: 58,613 shares; 2025Q2: 73,084 shares; 2025Q3: 65,414 shares; 2025Q4: 34,954 shares 34,954 $68.9K <0.01% -30,460 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,225 shares; 2025Q1: 1,010 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares 970 $68.5K <0.01% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,269 shares; 2025Q1: 3,456 shares; 2025Q2: 3,190 shares; 2025Q3: 2,728 shares; 2025Q4: 2,354 shares 2,354 $68.4K <0.01% -374 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 6,996 shares; 2025Q1: 10,636 shares; 2025Q2: 6,729 shares; 2025Q3: 6,367 shares; 2025Q4: 5,844 shares 5,844 $68.2K <0.01% -523 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 310 shares; 2025Q1: 155 shares; 2025Q2: 136 shares; 2025Q3: 624 shares; 2025Q4: 561 shares 561 $68.1K <0.01% -63 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,317 shares; 2025Q1: 6,317 shares; 2025Q2: 6,014 shares; 2025Q3: 6,014 shares; 2025Q4: 6,014 shares 6,014 $67.7K <0.01% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 406 shares; 2025Q3: 472 shares; 2025Q4: 370 shares 370 $67.6K <0.01% -102 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 721 shares; 2025Q2: 1,331 shares; 2025Q3: 1,351 shares; 2025Q4: 1,397 shares 1,397 $67.5K <0.01% +46 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 61,081 shares; 2025Q3: 1,201 shares; 2025Q4: 1,269 shares 1,269 $67.5K <0.01% +68 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 287 shares; 2025Q1: 523 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,002 shares 5,002 $67.4K <0.01% +2 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 3,061 shares 3,061 $67.3K <0.01% +1,490 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 861 shares; 2025Q1: 525 shares; 2025Q2: 552 shares; 2025Q3: 599 shares; 2025Q4: 540 shares 540 $67.3K <0.01% -59 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 13,065 shares; 2025Q4: 13,076 shares 13,076 $67.2K <0.01% +11 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 256 shares; 2025Q4: 234 shares 234 $66.7K <0.01% -22 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 1,509 shares 1,509 $66.5K <0.01% +881 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 83 shares; 2025Q1: 317 shares; 2025Q2: 747 shares; 2025Q3: 452 shares; 2025Q4: 543 shares 543 $66.2K <0.01% +91 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 635 shares; 2025Q1: 603 shares; 2025Q2: 598 shares; 2025Q3: 583 shares; 2025Q4: 404 shares 404 $66.2K <0.01% -179 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,499 shares; 2024Q4: 12,606 shares; 2025Q1: 29,228 shares; 2025Q2: 28,212 shares; 2025Q3: 11,973 shares; 2025Q4: 9,580 shares 9,580 $65.9K <0.01% -2,393 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 287 shares; 2025Q1: 279 shares; 2025Q2: 334 shares; 2025Q3: 454 shares; 2025Q4: 552 shares 552 $65.5K <0.01% +98 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,179 shares; 2025Q1: 2,311 shares; 2025Q2: 1,173 shares; 2025Q3: 860 shares; 2025Q4: 1,218 shares 1,218 $64.9K <0.01% +358 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,329 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,278 shares; 2025Q4: 3,348 shares 3,348 $64.7K <0.01% +70 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 541 shares; 2025Q3: 244 shares; 2025Q4: 1,518 shares 1,518 $64.3K <0.01% +1,274 Timeline BLCO BAUSCH PLUS LOMB CORP More: the full row for BAUSCH PLUS LOMB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 2,322 shares; 2025Q3: 2,718 shares; 2025Q4: 3,757 shares 3,757 $64.2K <0.01% +1,039 Timeline MXI 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: 17,619 shares; 2024Q4: 326 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 663 shares 663 $64.1K <0.01% +206 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 4,172 shares; 2025Q1: 4,172 shares; 2025Q2: 4,172 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares 4,172 $63.8K <0.01% 0 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,146 shares 6,146 $63.5K <0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 240 shares; 2025Q2: 501 shares; 2025Q3: 692 shares; 2025Q4: 553 shares 553 $63.5K <0.01% -139 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 6,810 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares 3,405 $63.3K <0.01% 0 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 465 shares; 2025Q4: 691 shares 691 $63.1K <0.01% +226 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 697 shares; 2025Q4: 1,489 shares 1,489 $62.7K <0.01% +792 Timeline RNXT RENOVORX INC More: the full row for RENOVORX 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: 74,596 shares; 2025Q3: 74,596 shares; 2025Q4: 74,616 shares 74,616 $62.7K <0.01% +20 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 427 shares; 2025Q1: 556 shares; 2025Q2: 561 shares; 2025Q3: 1,759 shares; 2025Q4: 513 shares 513 $62.6K <0.01% -1,246 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 175 shares; 2025Q1: 198 shares; 2025Q2: 192 shares; 2025Q3: 117 shares; 2025Q4: 91 shares 91 $62.5K <0.01% -26 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: 862 shares; 2025Q2: 1,836 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares 1,787 $62.4K <0.01% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,354 shares; 2025Q1: 4,421 shares; 2025Q2: 4,492 shares; 2025Q3: 5,112 shares; 2025Q4: 5,190 shares 5,190 $62.3K <0.01% +78 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares 1,411 $62.2K <0.01% new Timeline DENN DENNY'S CORP More: the full row for DENNY'S 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: 615 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $62.2K <0.01% 0 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,331 shares; 2025Q1: 4,331 shares; 2025Q2: 4,331 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares 4,331 $62K <0.01% 0 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares 823 $61.9K <0.01% new Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,003 shares; 2025Q3: 10,000 shares; 2025Q4: 10,025 shares 10,025 $61.9K <0.01% +25 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 183 shares; 2025Q3: 877 shares; 2025Q4: 732 shares 732 $61.6K <0.01% -145 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 331 shares; 2025Q1: 379 shares; 2025Q2: 311 shares; 2025Q3: 188 shares; 2025Q4: 152 shares 152 $61.3K <0.01% -36 Timeline KIE 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: 892 shares; 2024Q4: 892 shares; 2025Q1: 2,003 shares; 2025Q2: 5,182 shares; 2025Q3: 1,844 shares; 2025Q4: 1,019 shares 1,019 $61.3K <0.01% -825 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 877 shares; 2025Q1: 932 shares; 2025Q2: 1,035 shares; 2025Q3: 960 shares; 2025Q4: 1,937 shares 1,937 $60.9K <0.01% +977 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,603 shares 2,603 $60.8K <0.01% +403 Timeline DCOR 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: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $60.7K <0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 571 shares; 2025Q1: 317 shares; 2025Q2: 328 shares; 2025Q3: 338 shares; 2025Q4: 339 shares 339 $60.7K <0.01% +1 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 2,039 shares; 2025Q1: 1,719 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,642 shares 1,642 $60.5K <0.01% +3 Timeline BMVP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,216 shares; 2025Q1: 1,222 shares; 2025Q2: 1,226 shares; 2025Q3: 1,232 shares; 2025Q4: 1,238 shares 1,238 $60.5K <0.01% +6 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 7,577 shares; 2025Q3: 3,396 shares; 2025Q4: 2,616 shares 2,616 $60.4K <0.01% -780 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,226 shares; 2025Q1: 2,893 shares; 2025Q2: 2,896 shares; 2025Q3: 2,899 shares; 2025Q4: 3,053 shares 3,053 $60.3K <0.01% +154 Timeline QXO QXO INC More: the full row for QXO 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: 69 shares; 2025Q3: 27 shares; 2025Q4: 3,118 shares 3,118 $60.1K <0.01% +3,091 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,216 shares; 2025Q1: 8,931 shares; 2025Q2: 8,931 shares; 2025Q3: 14,923 shares; 2025Q4: 14,923 shares 14,923 $59.5K <0.01% 0 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,788 shares; 2025Q2: 5,019 shares; 2025Q3: 500 shares; 2025Q4: 1,739 shares 1,739 $59.5K <0.01% +1,239 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,068 shares; 2024Q4: 414,977 shares; 2025Q1: 1,093,103 shares; 2025Q2: 10,352 shares; 2025Q3: 1,744 shares; 2025Q4: 1,296 shares 1,296 $59.3K <0.01% -448 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,953 shares 1,953 $59.3K <0.01% +53 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 1,975 shares 1,975 $59.1K <0.01% +1,934 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $59K <0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 213 shares; 2025Q1: 3,729 shares; 2025Q2: 7,450 shares; 2025Q3: 1,213 shares; 2025Q4: 3,266 shares 3,266 $58.8K <0.01% +2,053 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,455 shares; 2025Q1: 1,402 shares; 2025Q2: 1,401 shares; 2025Q3: 1,450 shares; 2025Q4: 1,525 shares 1,525 $58.8K <0.01% +75 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 459 shares; 2025Q1: 409 shares; 2025Q2: 558 shares; 2025Q3: 432 shares; 2025Q4: 813 shares 813 $58.7K <0.01% +381 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 855 shares; 2025Q1: 520 shares; 2025Q2: 487 shares; 2025Q3: 522 shares; 2025Q4: 465 shares 465 $57.7K <0.01% -57 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,328 shares; 2024Q4: 29,734 shares; 2025Q1: 29,638 shares; 2025Q2: 29,380 shares; 2025Q3: 6,707 shares; 2025Q4: 7,134 shares 7,134 $57.6K <0.01% +427 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares 1,248 $57.4K <0.01% new Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,019 shares; 2025Q1: 1,053 shares; 2025Q2: 870 shares; 2025Q3: 888 shares; 2025Q4: 888 shares 888 $57.4K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 3,718 shares; 2025Q1: 5,757 shares; 2025Q2: 2,732 shares; 2025Q3: 3,090 shares; 2025Q4: 680 shares 680 $57.4K <0.01% -2,410 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,150 shares; 2025Q1: 1,108 shares; 2025Q2: 1,000 shares; 2025Q3: 1,764 shares; 2025Q4: 1,556 shares 1,556 $57.2K <0.01% -208 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 4,827 shares; 2025Q1: 10,441 shares; 2025Q2: 9,665 shares; 2025Q3: 7,671 shares; 2025Q4: 4,119 shares 4,119 $57.1K <0.01% -3,552 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 56 shares; 2025Q1: 892 shares; 2025Q2: 958 shares; 2025Q3: 1,771 shares; 2025Q4: 1,792 shares 1,792 $57.1K <0.01% +21 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,920 shares 15,920 $56.7K <0.01% new Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,065 shares; 2025Q1: 1,052 shares; 2025Q2: 1,404 shares; 2025Q3: 1,418 shares; 2025Q4: 1,064 shares 1,064 $56.5K <0.01% -354 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 4,525 shares; 2025Q1: 4,525 shares; 2025Q2: 4,427 shares; 2025Q3: 3,630 shares; 2025Q4: 3,680 shares 3,680 $56.5K <0.01% +50 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,545 shares 6,545 $56.2K <0.01% new Timeline BSJR 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: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 2,459 shares 2,459 $55.6K <0.01% +1,103 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX 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: 4,768 shares; 2025Q4: 4,768 shares 4,768 $55.5K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 185 shares; 2025Q1: 1,112 shares; 2025Q2: 464 shares; 2025Q3: 199 shares; 2025Q4: 232 shares 232 $55.4K <0.01% +33 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 237 shares; 2025Q1: 655 shares; 2025Q2: 710 shares; 2025Q3: 208 shares; 2025Q4: 604 shares 604 $55.3K <0.01% +396 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 172 shares; 2025Q1: 169 shares; 2025Q2: 239 shares; 2025Q3: 254 shares; 2025Q4: 367 shares 367 $55.3K <0.01% +113 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 993 shares; 2025Q1: 1,521 shares; 2025Q2: 2,146 shares; 2025Q3: 2,258 shares; 2025Q4: 1,853 shares 1,853 $55.2K <0.01% -405 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,237 shares; 2025Q1: 1,044 shares; 2025Q2: 1,051 shares; 2025Q3: 2,330 shares; 2025Q4: 1,475 shares 1,475 $55.2K <0.01% -855 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800 $55.1K <0.01% new Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,522 shares 1,522 $54.8K <0.01% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 868 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 1,140 shares; 2025Q4: 739 shares 739 $54.8K <0.01% -401 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,962 shares; 2025Q1: 1,962 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 1,962 shares 1,962 $54.6K <0.01% 0 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $54.4K <0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 4,500 shares; 2025Q2: 4,550 shares; 2025Q3: 4,500 shares; 2025Q4: 14,305 shares 14,305 $54.4K <0.01% +9,805 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,921 shares; 2025Q3: 934 shares; 2025Q4: 1,963 shares 1,963 $54.3K <0.01% +1,029 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 100 shares; 2025Q1: 106 shares; 2025Q2: 129 shares; 2025Q3: 192 shares; 2025Q4: 233 shares 233 $54.2K <0.01% +41 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,220 shares; 2025Q3: 1,000 shares; 2025Q4: 2,571 shares 2,571 $54.1K <0.01% +1,571 Timeline OCGN OCUGEN INC More: the full row for OCUGEN 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: 40,000 shares; 2025Q2: 40,001 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $54K <0.01% 0 Timeline VFMV 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: not reported; 2025Q1: 1,506 shares; 2025Q2: 250 shares; 2025Q3: 274 shares; 2025Q4: 413 shares 413 $53.8K <0.01% +139 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI 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: 750 shares; 2025Q3: not reported; 2025Q4: 4,250 shares 4,250 $53.8K <0.01% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,891 shares; 2025Q4: 2,117 shares 2,117 $53.4K <0.01% +226 Timeline AMTX AEMETIS INC More: the full row for AEMETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: not reported; 2025Q3: 38,388 shares; 2025Q4: 38,388 shares 38,388 $53.4K <0.01% 0 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 448 shares; 2025Q1: 449 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 955 shares 955 $53.3K <0.01% +1 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 42,050 shares; 2025Q4: 40,000 shares 40,000 $52.8K <0.01% -2,050 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 28 shares; 2025Q1: 3,218 shares; 2025Q2: 2,557 shares; 2025Q3: 108 shares; 2025Q4: 2,622 shares 2,622 $52.6K <0.01% +2,514 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 197 shares; 2025Q1: 106 shares; 2025Q2: 251 shares; 2025Q3: 300 shares; 2025Q4: 633 shares 633 $52.4K <0.01% +333 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,382 shares; 2024Q4: 13,382 shares; 2025Q1: 13,382 shares; 2025Q2: 4,999 shares; 2025Q3: 5,179 shares; 2025Q4: 5,765 shares 5,765 $52.4K <0.01% +586 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 543 shares 543 $52.3K <0.01% +343 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 58 shares; 2025Q2: 908 shares; 2025Q3: 947 shares; 2025Q4: 972 shares 972 $52.1K <0.01% +25 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 143 shares; 2025Q2: 129 shares; 2025Q3: 192 shares; 2025Q4: 249 shares 249 $52.1K <0.01% +57 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,357 shares; 2025Q4: 3,391 shares 3,391 $52K <0.01% +34 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 625 shares; 2025Q1: 586 shares; 2025Q2: 1,678 shares; 2025Q3: 1,293 shares; 2025Q4: 762 shares 762 $52K <0.01% -531 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,201 shares 3,201 $52K <0.01% +201 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares 1,270 $51.9K <0.01% 0 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 40 shares; 2025Q3: 313 shares; 2025Q4: 300 shares 300 $51.9K <0.01% -13 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 2,299 shares; 2025Q2: 2,225 shares; 2025Q3: 2,243 shares; 2025Q4: 2,188 shares 2,188 $51.5K <0.01% -55 Timeline INDY 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: 1,355 shares; 2024Q4: 7,099 shares; 2025Q1: 2,714 shares; 2025Q2: 2,349 shares; 2025Q3: 1,679 shares; 2025Q4: 1,040 shares 1,040 $51.3K <0.01% -639 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 100 shares; 2025Q1: 365 shares; 2025Q2: 117 shares; 2025Q3: 120 shares; 2025Q4: 339 shares 339 $50.9K <0.01% +219 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 519 shares; 2025Q1: 491 shares; 2025Q2: 532 shares; 2025Q3: 607 shares; 2025Q4: 468 shares 468 $50.8K <0.01% -139 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,109 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares 2,060 $50.7K <0.01% 0 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 2,639 shares 2,639 $50.7K <0.01% +2,034 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 4,298 shares; 2025Q3: 4,317 shares; 2025Q4: 4,413 shares 4,413 $50.7K <0.01% +96 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 5,901 shares; 2025Q1: 1,276 shares; 2025Q2: 1,548 shares; 2025Q3: 1,517 shares; 2025Q4: 1,169 shares 1,169 $50.7K <0.01% -348 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,496 shares; 2024Q4: 143,366 shares; 2025Q1: 615 shares; 2025Q2: 16,267 shares; 2025Q3: 4,039 shares; 2025Q4: 2,071 shares 2,071 $50.7K <0.01% -1,968 Timeline ARKX 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: 28 shares; 2024Q4: 508 shares; 2025Q1: 50 shares; 2025Q2: 790 shares; 2025Q3: 1,949 shares; 2025Q4: 1,737 shares 1,737 $50.3K <0.01% -212 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,889 shares; 2025Q1: 2,294 shares; 2025Q2: 3,586 shares; 2025Q3: 3,387 shares; 2025Q4: 3,226 shares 3,226 $50.3K <0.01% -161 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,337 shares 3,337 $50.1K <0.01% new Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,761 shares; 2025Q1: 3,790 shares; 2025Q2: 4,256 shares; 2025Q3: 4,276 shares; 2025Q4: 4,291 shares 4,291 $50K <0.01% +15 Timeline PENNYMAC CORP PENNYMAC CORP More: the full row for PENNYMAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $49.8K <0.01% 0 RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,160 shares; 2025Q4: 2,000 shares 2,000 $49.8K <0.01% -160 CZA 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: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares 449 $49.8K <0.01% 0 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 287 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 562 shares 562 $49.7K <0.01% +557 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 841 shares 841 $49.4K <0.01% +97 Timeline RNTX REIN THERAPEUTICS INC More: the full row for REIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,441 shares; 2025Q2: 48,662 shares; 2025Q3: 42,440 shares; 2025Q4: 42,440 shares 42,440 $49.2K <0.01% 0 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 11,000 shares 11,000 $49.2K <0.01% +1,000 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 149 shares; 2025Q1: 362 shares; 2025Q2: 226 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $48.9K <0.01% 0 Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,021 shares 1,021 $48.8K <0.01% +21 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 9,133 shares; 2025Q1: 7,371 shares; 2025Q2: 7,771 shares; 2025Q3: 8,645 shares; 2025Q4: 9,442 shares 9,442 $48.7K <0.01% +797 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,570 shares 1,570 $48.6K <0.01% new Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 83 shares; 2025Q1: 84 shares; 2025Q2: 578 shares; 2025Q3: 658 shares; 2025Q4: 559 shares 559 $48.4K <0.01% -99 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,568 shares; 2025Q1: 5,290 shares; 2025Q2: 2,568 shares; 2025Q3: 2,615 shares; 2025Q4: 1,565 shares 1,565 $48K <0.01% -1,050 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,239 shares; 2025Q1: 2,205 shares; 2025Q2: 2,301 shares; 2025Q3: 2,139 shares; 2025Q4: 2,489 shares 2,489 $48K <0.01% +350 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 8,867 shares; 2025Q1: 6,127 shares; 2025Q2: 6,127 shares; 2025Q3: 6,128 shares; 2025Q4: 6,127 shares 6,127 $47.8K <0.01% -1 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,369 shares; 2025Q1: 1,427 shares; 2025Q2: 1,525 shares; 2025Q3: 1,164 shares; 2025Q4: 800 shares 800 $47.8K <0.01% -364 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 11,200 shares; 2025Q1: 11,321 shares; 2025Q2: 11,362 shares; 2025Q3: 12,707 shares; 2025Q4: 9,627 shares 9,627 $47.6K <0.01% -3,080 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 649 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $47.5K <0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,045 shares; 2025Q1: 2,123 shares; 2025Q2: 5,953 shares; 2025Q3: 2,234 shares; 2025Q4: 5,517 shares 5,517 $47.4K <0.01% +3,283 Timeline CPTL 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: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares 1,090 $47.3K <0.01% 0 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares 1,197 $47.3K <0.01% 0 Timeline DFEV 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: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 287 shares; 2025Q4: 1,401 shares 1,401 $47.3K <0.01% +1,114 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 1,768 shares; 2025Q1: 400 shares; 2025Q2: 492 shares; 2025Q3: 899 shares; 2025Q4: 1,814 shares 1,814 $47.2K <0.01% +915 Timeline BANKFINANCIAL CORP BANKFINANCIAL CORP More: the full row for BANKFINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 3,922 shares; 2025Q1: 3,922 shares; 2025Q2: 3,922 shares; 2025Q3: 3,922 shares; 2025Q4: 3,922 shares 3,922 $47.1K <0.01% 0 RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,415 shares 7,415 $46.9K <0.01% new Timeline CAL CALERES INC More: the full row for CALERES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 14,634 shares; 2025Q1: 14,634 shares; 2025Q2: 14,634 shares; 2025Q3: 3,217 shares; 2025Q4: 3,850 shares 3,850 $46.9K <0.01% +633 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,852 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares 2,845 $46.6K <0.01% 0 Timeline BLOOM ENERGY CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $46.6K <0.01% new CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 1,247 shares; 2025Q1: 637 shares; 2025Q2: 647 shares; 2025Q3: 666 shares; 2025Q4: 488 shares 488 $46.5K <0.01% -178 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 71 shares; 2025Q3: 2,055 shares; 2025Q4: 2,680 shares 2,680 $46.4K <0.01% +625 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 921 shares 921 $46.3K <0.01% +872 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 132 shares; 2025Q1: 125 shares; 2025Q2: 206 shares; 2025Q3: 222 shares; 2025Q4: 199 shares 199 $46.3K <0.01% -23 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 355 shares; 2025Q1: 142 shares; 2025Q2: 167 shares; 2025Q3: 237 shares; 2025Q4: 273 shares 273 $46.3K <0.01% +36 Timeline JEMA 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: 43 shares; 2024Q4: 134 shares; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 50 shares; 2025Q4: 939 shares 939 $46K <0.01% +889 Timeline XPH 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: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 821 shares; 2025Q4: 821 shares 821 $46K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 2,333 shares; 2025Q4: 1,757 shares 1,757 $45.9K <0.01% -576 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 960 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 932 shares; 2025Q4: 900 shares 900 $45.9K <0.01% -32 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares 2,050 $45.8K <0.01% new Timeline STCE 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: 200 shares; 2025Q3: not reported; 2025Q4: 763 shares 763 $45.7K <0.01% new Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,890 shares; 2025Q1: 3,890 shares; 2025Q2: 883 shares; 2025Q3: 833 shares; 2025Q4: 844 shares 844 $45.6K <0.01% +11 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,957 shares; 2024Q4: 7,255 shares; 2025Q1: 5,256 shares; 2025Q2: 6,873 shares; 2025Q3: 6,713 shares; 2025Q4: 5,023 shares 5,023 $45.5K <0.01% -1,690 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 10,000 shares; 2025Q3: 11,873 shares; 2025Q4: 7,256 shares 7,256 $45.5K <0.01% -4,617 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 262 shares; 2025Q3: not reported; 2025Q4: 10,005 shares 10,005 $45.1K <0.01% new Timeline EIS 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: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $45.1K <0.01% 0 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,448 shares; 2025Q1: 4,448 shares; 2025Q2: 68,929 shares; 2025Q3: 4,448 shares; 2025Q4: 4,448 shares 4,448 $44.9K <0.01% 0 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,003 shares; 2025Q3: 1,000 shares; 2025Q4: 1,066 shares 1,066 $44.9K <0.01% +66 Timeline IGLD 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: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,789 shares 1,789 $44.7K <0.01% +100 Timeline XHE 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: 749 shares; 2024Q4: 826 shares; 2025Q1: 814 shares; 2025Q2: 754 shares; 2025Q3: 543 shares; 2025Q4: 506 shares 506 $44.7K <0.01% -37 Timeline CERENCE INC CERENCE INC More: the full row for CERENCE 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: 50,000 shares 50,000 $44.6K <0.01% new HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,510 shares; 2025Q1: 4,510 shares; 2025Q2: 4,708 shares; 2025Q3: 4,510 shares; 2025Q4: 4,510 shares 4,510 $44.6K <0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,836 shares; 2025Q1: 7,836 shares; 2025Q2: 7,836 shares; 2025Q3: 7,836 shares; 2025Q4: 7,840 shares 7,840 $44.5K <0.01% +4 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 6,853 shares 6,853 $44.2K <0.01% +993 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $44.2K <0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 191 shares; 2025Q1: 209 shares; 2025Q2: 713 shares; 2025Q3: 783 shares; 2025Q4: 525 shares 525 $44.1K <0.01% -258 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,358 shares; 2025Q1: 1,243 shares; 2025Q2: 1,250 shares; 2025Q3: 1,058 shares; 2025Q4: 1,056 shares 1,056 $43.9K <0.01% -2 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares 213 $43.8K <0.01% 0 Timeline AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares 2,205 $43.7K <0.01% 0 Timeline DFGP 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: 1,022 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 807 shares 807 $43.6K <0.01% new Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 11,275 shares; 2025Q1: 7,275 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,286 shares 7,286 $43.4K <0.01% +11 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares 498 $43.4K <0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,609 shares; 2025Q1: 2,317 shares; 2025Q2: 2,422 shares; 2025Q3: 2,442 shares; 2025Q4: 738 shares 738 $43.2K <0.01% -1,704 Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: 2,186 shares 2,186 $43.2K <0.01% new Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 564 shares; 2025Q2: 445 shares; 2025Q3: 448 shares; 2025Q4: 585 shares 585 $43.1K <0.01% +137 Timeline MSSM 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: 163 shares; 2025Q1: 67 shares; 2025Q2: 1,200 shares; 2025Q3: 94 shares; 2025Q4: 849 shares 849 $43K <0.01% +755 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares 282 $42.9K <0.01% 0 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,363 shares 1,363 $42.7K <0.01% new Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,727 shares; 2025Q1: 173 shares; 2025Q2: 837 shares; 2025Q3: 873 shares; 2025Q4: 1,029 shares 1,029 $42.6K <0.01% +156 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 1,496 shares; 2025Q1: 652 shares; 2025Q2: 551 shares; 2025Q3: 10,518 shares; 2025Q4: 10,094 shares 10,094 $42.6K <0.01% -424 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 775 shares; 2025Q1: 707 shares; 2025Q2: 736 shares; 2025Q3: 773 shares; 2025Q4: 778 shares 778 $42.4K <0.01% +5 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,326 shares 3,326 $42.4K <0.01% new Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 613 shares; 2025Q2: 468 shares; 2025Q3: 472 shares; 2025Q4: 468 shares 468 $42.3K <0.01% -4 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 764 shares 764 $42.1K <0.01% new Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 2,158 shares; 2025Q1: 2,051 shares; 2025Q2: 4,786 shares; 2025Q3: 5,200 shares; 2025Q4: 4,421 shares 4,421 $42.1K <0.01% -779 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 450 shares; 2025Q4: 1,200 shares 1,200 $41.8K <0.01% +750 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 542 shares; 2025Q1: 353 shares; 2025Q2: 406 shares; 2025Q3: 549 shares; 2025Q4: 280 shares 280 $41.7K <0.01% -269 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 949 shares 949 $41.4K <0.01% +88 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,174 shares; 2025Q1: 1,177 shares; 2025Q2: 1,200 shares; 2025Q3: 1,507 shares; 2025Q4: 1,586 shares 1,586 $41.4K <0.01% +79 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,170 shares; 2025Q1: 5,743 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 2,497 shares 2,497 $41.2K <0.01% +174 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 328 shares; 2025Q3: 378 shares; 2025Q4: 597 shares 597 $41.2K <0.01% +219 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 61 shares; 2025Q1: 78 shares; 2025Q2: 346 shares; 2025Q3: 342 shares; 2025Q4: 443 shares 443 $41.1K <0.01% +101 Timeline TDTT 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: 92 shares; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 2,241 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares 1,694 $40.8K <0.01% 0 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,247 shares; 2025Q1: 3,979 shares; 2025Q2: 2,142 shares; 2025Q3: 2,696 shares; 2025Q4: 3,675 shares 3,675 $40.6K <0.01% +979 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,396 shares; 2025Q2: 1,053 shares; 2025Q3: 957 shares; 2025Q4: 812 shares 812 $40.6K <0.01% -145 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 1,007 shares; 2025Q3: 63 shares; 2025Q4: 137 shares 137 $40.5K <0.01% +74 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 749 shares; 2025Q4: 599 shares 599 $40.4K <0.01% -150 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,719 shares; 2025Q1: 1,151 shares; 2025Q2: 1,160 shares; 2025Q3: 1,417 shares; 2025Q4: 983 shares 983 $40.4K <0.01% -434 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 630 shares; 2025Q3: 559 shares; 2025Q4: 559 shares 559 $40.3K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 671 shares; 2025Q1: 505 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 573 shares 573 $40.3K <0.01% +106 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,369 shares; 2025Q1: 2,119 shares; 2025Q2: 1,661 shares; 2025Q3: 1,734 shares; 2025Q4: 1,692 shares 1,692 $40.3K <0.01% -42 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 1,404 shares 1,404 $40.1K <0.01% +1,036 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 110 shares; 2025Q2: 119 shares; 2025Q3: 291 shares; 2025Q4: 145 shares 145 $40K <0.01% -146 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,127 shares; 2025Q1: 13,767 shares; 2025Q2: 4,127 shares; 2025Q3: 4,127 shares; 2025Q4: 3,481 shares 3,481 $39.9K <0.01% -646 Timeline CLEARSIGN TECHNOLOGIES CORP CLEARSIGN TECHNOLOGIES CORP More: the full row for CLEARSIGN TECHNOLOGIES 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: 7,207 shares; 2025Q2: 71,730 shares; 2025Q3: 71,730 shares; 2025Q4: 71,730 shares 71,730 $39.9K <0.01% 0 FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 337 shares; 2025Q3: 321 shares; 2025Q4: 394 shares 394 $39.8K <0.01% +73 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 64 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,449 shares 1,449 $39.8K <0.01% +109 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 287 shares; 2025Q3: 363 shares; 2025Q4: 310 shares 310 $39.8K <0.01% -53 Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 18 shares; 2025Q3: 15,416 shares; 2025Q4: 15,416 shares 15,416 $39.8K <0.01% 0 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,281 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares 1,245 $39.7K <0.01% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 252 shares; 2025Q2: 316 shares; 2025Q3: 345 shares; 2025Q4: 440 shares 440 $39.5K <0.01% +95 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 69 shares; 2025Q1: 14,529 shares; 2025Q2: 14,530 shares; 2025Q3: 14,529 shares; 2025Q4: 14,533 shares 14,533 $39.4K <0.01% +4 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,654 shares; 2025Q3: 1,669 shares; 2025Q4: 1,652 shares 1,652 $39.2K <0.01% -17 Timeline