IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,845 shares; 2024Q4: 13,669 shares; 2025Q1: 14,840 shares; 2025Q2: 17,392 shares; 2025Q3: 17,507 shares; 2025Q4: 15,443 shares 15,443 $608K <0.01% -2,064 Timeline PHYS 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: not reported; 2024Q4: 13,625 shares; 2025Q1: 16,371 shares; 2025Q2: 17,860 shares; 2025Q3: 18,376 shares; 2025Q4: 18,376 shares 18,376 $607K <0.01% 0 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,699 shares; 2025Q2: 9,109 shares; 2025Q3: 10,439 shares; 2025Q4: 17,319 shares 17,319 $603K <0.01% +6,880 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,055 shares; 2024Q4: 13,061 shares; 2025Q1: 12,338 shares; 2025Q2: 12,345 shares; 2025Q3: 12,351 shares; 2025Q4: 12,357 shares 12,357 $602K <0.01% +6 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,563 shares; 2025Q1: 1,698 shares; 2025Q2: 2,133 shares; 2025Q3: 3,471 shares; 2025Q4: 4,293 shares 4,293 $601K <0.01% +822 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 2,322 shares; 2025Q4: 1,791 shares 1,791 $600K <0.01% -531 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,563 shares; 2025Q2: 3,141 shares; 2025Q3: 3,669 shares; 2025Q4: 3,747 shares 3,747 $599K <0.01% +78 Timeline BWX 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: 9,871 shares; 2025Q3: 9,309 shares; 2025Q4: 22,005 shares 22,005 $598K <0.01% +12,696 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,533 shares; 2025Q1: 5,532 shares; 2025Q2: 5,921 shares; 2025Q3: 6,166 shares; 2025Q4: 11,846 shares 11,846 $598K <0.01% +5,680 Timeline XME 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: not reported; 2025Q4: 5,763 shares 5,763 $597K <0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,190 shares; 2025Q1: 4,354 shares; 2025Q2: 4,735 shares; 2025Q3: 5,124 shares; 2025Q4: 4,748 shares 4,748 $596K <0.01% -376 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,901 shares; 2025Q4: 11,774 shares 11,774 $595K <0.01% +4,873 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,077 shares 6,077 $594K <0.01% new Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,263 shares 14,263 $594K <0.01% new Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,095 shares; 2025Q1: 41,574 shares; 2025Q2: not reported; 2025Q3: 32,905 shares; 2025Q4: 20,604 shares 20,604 $593K <0.01% -12,301 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,397 shares; 2024Q4: 20,909 shares; 2025Q1: 28,655 shares; 2025Q2: 31,074 shares; 2025Q3: 37,103 shares; 2025Q4: 31,091 shares 31,091 $593K <0.01% -6,012 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: not reported; 2025Q3: 18,166 shares; 2025Q4: 24,172 shares 24,172 $593K <0.01% +6,006 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: 6,391 shares; 2025Q1: 6,720 shares; 2025Q2: 12,232 shares; 2025Q3: 12,404 shares; 2025Q4: 11,794 shares 11,794 $592K <0.01% -610 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: not reported; 2024Q4: 3,565 shares; 2025Q1: 4,215 shares; 2025Q2: 3,782 shares; 2025Q3: 3,589 shares; 2025Q4: 9,518 shares 9,518 $592K <0.01% +5,929 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: 4,092 shares; 2024Q4: 5,167 shares; 2025Q1: 7,512 shares; 2025Q2: 7,030 shares; 2025Q3: 6,835 shares; 2025Q4: 6,887 shares 6,887 $591K <0.01% +52 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: 3,622 shares; 2025Q1: 6,272 shares; 2025Q2: 6,640 shares; 2025Q3: 6,668 shares; 2025Q4: 6,848 shares 6,848 $589K <0.01% +180 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 7,509 shares; 2025Q1: 8,154 shares; 2025Q2: 7,455 shares; 2025Q3: 7,168 shares; 2025Q4: 9,242 shares 9,242 $589K <0.01% +2,074 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,898 shares; 2025Q1: 2,145 shares; 2025Q2: 2,200 shares; 2025Q3: 2,420 shares; 2025Q4: 2,708 shares 2,708 $589K <0.01% +288 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,204 shares; 2025Q3: 14,787 shares; 2025Q4: 16,231 shares 16,231 $587K <0.01% +1,444 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,156 shares; 2025Q3: 7,485 shares; 2025Q4: 17,813 shares 17,813 $586K <0.01% +10,328 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 4,422 shares; 2025Q1: 4,465 shares; 2025Q2: 4,693 shares; 2025Q3: 4,737 shares; 2025Q4: 4,266 shares 4,266 $583K <0.01% -471 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,188 shares; 2025Q3: 21,603 shares; 2025Q4: 20,982 shares 20,982 $583K <0.01% -621 Timeline XSMO 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: 3,289 shares; 2024Q4: 4,925 shares; 2025Q1: 6,415 shares; 2025Q2: 6,757 shares; 2025Q3: 6,801 shares; 2025Q4: 8,090 shares 8,090 $583K <0.01% +1,289 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 7,510 shares; 2025Q1: 7,135 shares; 2025Q2: 10,117 shares; 2025Q3: 12,270 shares; 2025Q4: 15,938 shares 15,938 $582K <0.01% +3,668 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 5,534 shares; 2025Q1: 5,833 shares; 2025Q2: 7,937 shares; 2025Q3: 7,519 shares; 2025Q4: 8,786 shares 8,786 $578K <0.01% +1,267 Timeline VABS VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,233 shares; 2025Q4: 23,825 shares 23,825 $578K <0.01% +4,592 Timeline EWU 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: 19,234 shares; 2024Q4: 23,279 shares; 2025Q1: 16,902 shares; 2025Q2: 13,723 shares; 2025Q3: 12,934 shares; 2025Q4: 14,878 shares 14,878 $578K <0.01% +1,944 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,934 shares; 2025Q1: 4,495 shares; 2025Q2: 4,093 shares; 2025Q3: 3,720 shares; 2025Q4: 5,076 shares 5,076 $578K <0.01% +1,356 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,468 shares; 2025Q4: 24,538 shares 24,538 $574K <0.01% +70 Timeline SPYD 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: 63,899 shares; 2024Q4: 65,394 shares; 2025Q1: 72,902 shares; 2025Q2: 71,626 shares; 2025Q3: 21,250 shares; 2025Q4: 13,238 shares 13,238 $573K <0.01% -8,012 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,091 shares; 2024Q4: 29,032 shares; 2025Q1: 30,084 shares; 2025Q2: 31,700 shares; 2025Q3: 30,575 shares; 2025Q4: 30,359 shares 30,359 $572K <0.01% -216 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,948 shares; 2025Q3: 9,021 shares; 2025Q4: 9,878 shares 9,878 $570K <0.01% +857 Timeline SCHV 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: 4,069 shares; 2024Q4: 12,239 shares; 2025Q1: 16,011 shares; 2025Q2: 14,688 shares; 2025Q3: 19,600 shares; 2025Q4: 19,125 shares 19,125 $566K <0.01% -475 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,077 shares; 2025Q3: 2,213 shares; 2025Q4: 2,063 shares 2,063 $566K <0.01% -150 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,691 shares; 2025Q2: 11,518 shares; 2025Q3: 9,292 shares; 2025Q4: 10,601 shares 10,601 $563K <0.01% +1,309 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,125 shares; 2024Q4: 133,331 shares; 2025Q1: 78,510 shares; 2025Q2: 35,239 shares; 2025Q3: 28,999 shares; 2025Q4: 29,041 shares 29,041 $563K <0.01% +42 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,470 shares; 2025Q1: 3,440 shares; 2025Q2: 4,769 shares; 2025Q3: 5,884 shares; 2025Q4: 5,467 shares 5,467 $563K <0.01% -417 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE 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: 32,060 shares 32,060 $562K <0.01% new Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,101 shares; 2025Q3: 13,360 shares; 2025Q4: 20,379 shares 20,379 $562K <0.01% +7,019 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: not reported; 2024Q4: 1,893 shares; 2025Q1: 2,363 shares; 2025Q2: 3,091 shares; 2025Q3: 3,070 shares; 2025Q4: 3,698 shares 3,698 $560K <0.01% +628 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,682 shares; 2024Q4: 10,957 shares; 2025Q1: 11,808 shares; 2025Q2: 9,734 shares; 2025Q3: 10,510 shares; 2025Q4: 10,135 shares 10,135 $560K <0.01% -375 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,407 shares 9,407 $560K <0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 6,852 shares; 2025Q1: 6,857 shares; 2025Q2: 6,862 shares; 2025Q3: 9,588 shares; 2025Q4: 14,052 shares 14,052 $556K <0.01% +4,464 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest 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: 4,594 shares 4,594 $555K <0.01% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,498 shares; 2025Q1: 24,645 shares; 2025Q2: 28,113 shares; 2025Q3: 28,512 shares; 2025Q4: 24,507 shares 24,507 $555K <0.01% -4,005 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares 45,000 $554K <0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 8,243 shares; 2025Q1: 8,455 shares; 2025Q2: 9,432 shares; 2025Q3: 11,334 shares; 2025Q4: 11,531 shares 11,531 $553K <0.01% +197 Timeline USMF 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: 10,774 shares 10,774 $552K <0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,456 shares; 2025Q3: 5,749 shares; 2025Q4: 7,834 shares 7,834 $552K <0.01% +2,085 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,943 shares; 2025Q3: 3,122 shares; 2025Q4: 4,823 shares 4,823 $550K <0.01% +1,701 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,141 shares 27,141 $550K <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 6,142 shares; 2025Q1: 6,104 shares; 2025Q2: 5,848 shares; 2025Q3: 7,293 shares; 2025Q4: 8,748 shares 8,748 $550K <0.01% +1,455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,310 shares; 2025Q3: 3,617 shares; 2025Q4: 3,207 shares 3,207 $549K <0.01% -410 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: 10,315 shares; 2024Q4: 11,099 shares; 2025Q1: 12,411 shares; 2025Q2: 13,687 shares; 2025Q3: 15,174 shares; 2025Q4: 13,935 shares 13,935 $548K <0.01% -1,239 Timeline FLOT 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: 14,034 shares; 2025Q3: 10,066 shares; 2025Q4: 10,745 shares 10,745 $546K <0.01% +679 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,327 shares; 2025Q4: 12,251 shares 12,251 $546K <0.01% +1,924 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,523 shares; 2025Q1: 28,800 shares; 2025Q2: 25,146 shares; 2025Q3: 23,397 shares; 2025Q4: 28,520 shares 28,520 $546K <0.01% +5,123 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,414 shares; 2025Q2: 3,281 shares; 2025Q3: 3,048 shares; 2025Q4: 5,751 shares 5,751 $545K <0.01% +2,703 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,777 shares; 2025Q1: not reported; 2025Q2: 2,755 shares; 2025Q3: 2,813 shares; 2025Q4: 3,784 shares 3,784 $544K <0.01% +971 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,647 shares 10,647 $544K <0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,043 shares; 2024Q4: 14,770 shares; 2025Q1: 16,910 shares; 2025Q2: 8,826 shares; 2025Q3: 8,074 shares; 2025Q4: 9,340 shares 9,340 $544K <0.01% +1,266 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,488 shares; 2025Q1: 3,944 shares; 2025Q2: 5,437 shares; 2025Q3: 8,845 shares; 2025Q4: 8,784 shares 8,784 $542K <0.01% -61 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: not reported; 2024Q4: not reported; 2025Q1: 10,597 shares; 2025Q2: 14,198 shares; 2025Q3: 13,763 shares; 2025Q4: 42,036 shares 42,036 $542K <0.01% +28,273 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 17,501 shares 17,501 $541K <0.01% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 11,327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,000 shares; 2025Q4: 59,498 shares 59,498 $539K <0.01% +42,498 Timeline JIRE 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: 4,408 shares; 2025Q3: 4,405 shares; 2025Q4: 7,195 shares 7,195 $539K <0.01% +2,790 Timeline SUB 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: 14,716 shares; 2024Q4: 25,453 shares; 2025Q1: 18,546 shares; 2025Q2: 18,024 shares; 2025Q3: 4,384 shares; 2025Q4: 5,044 shares 5,044 $538K <0.01% +660 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,488 shares 27,488 $538K <0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,404 shares; 2025Q1: 19,433 shares; 2025Q2: 24,895 shares; 2025Q3: 26,066 shares; 2025Q4: 12,031 shares 12,031 $538K <0.01% -14,035 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,235 shares; 2025Q3: 7,706 shares; 2025Q4: 8,853 shares 8,853 $537K <0.01% +1,147 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,349 shares; 2025Q1: 2,006 shares; 2025Q2: 3,254 shares; 2025Q3: 3,199 shares; 2025Q4: 3,264 shares 3,264 $537K <0.01% +65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,593 shares; 2025Q4: 16,514 shares 16,514 $536K <0.01% +10,921 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 6,094 shares; 2025Q1: 6,374 shares; 2025Q2: 5,910 shares; 2025Q3: 5,746 shares; 2025Q4: 10,715 shares 10,715 $536K <0.01% +4,969 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 11,126 shares; 2025Q1: 15,262 shares; 2025Q2: 19,517 shares; 2025Q3: 19,144 shares; 2025Q4: 20,426 shares 20,426 $536K <0.01% +1,282 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: not reported; 2024Q4: 10,897 shares; 2025Q1: 8,222 shares; 2025Q2: 8,236 shares; 2025Q3: 8,828 shares; 2025Q4: 10,007 shares 10,007 $535K <0.01% +1,179 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 6,481 shares; 2025Q1: 6,555 shares; 2025Q2: 6,714 shares; 2025Q3: 6,633 shares; 2025Q4: 6,903 shares 6,903 $534K <0.01% +270 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,356 shares 43,356 $534K <0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 4,810 shares; 2025Q3: 6,000 shares; 2025Q4: 5,085 shares 5,085 $534K <0.01% -915 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,529 shares; 2024Q4: 9,641 shares; 2025Q1: 10,030 shares; 2025Q2: 10,056 shares; 2025Q3: 10,351 shares; 2025Q4: 13,166 shares 13,166 $534K <0.01% +2,815 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,655 shares 5,655 $532K <0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 2,498 shares; 2025Q1: 2,260 shares; 2025Q2: 2,537 shares; 2025Q3: 2,699 shares; 2025Q4: 2,557 shares 2,557 $531K <0.01% -142 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL 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: 17,925 shares; 2025Q2: 16,542 shares; 2025Q3: 22,633 shares; 2025Q4: 24,220 shares 24,220 $530K <0.01% +1,587 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,371 shares; 2025Q1: 4,739 shares; 2025Q2: 7,920 shares; 2025Q3: 7,915 shares; 2025Q4: 7,246 shares 7,246 $530K <0.01% -669 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,990 shares; 2025Q1: 14,608 shares; 2025Q2: 14,215 shares; 2025Q3: 13,371 shares; 2025Q4: 13,692 shares 13,692 $525K <0.01% +321 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,997 shares; 2024Q4: 12,794 shares; 2025Q1: 12,808 shares; 2025Q2: 13,133 shares; 2025Q3: 13,136 shares; 2025Q4: 11,990 shares 11,990 $523K <0.01% -1,146 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,782 shares 4,782 $520K <0.01% new Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,734 shares; 2025Q3: 12,537 shares; 2025Q4: 25,040 shares 25,040 $519K <0.01% +12,503 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: 16,028 shares; 2024Q4: 12,520 shares; 2025Q1: 6,708 shares; 2025Q2: 5,746 shares; 2025Q3: 5,724 shares; 2025Q4: 6,075 shares 6,075 $519K <0.01% +351 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,343 shares; 2025Q2: 13,097 shares; 2025Q3: 10,641 shares; 2025Q4: 11,053 shares 11,053 $519K <0.01% +412 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 4,975 shares; 2025Q1: 5,797 shares; 2025Q2: 6,111 shares; 2025Q3: 6,721 shares; 2025Q4: 6,946 shares 6,946 $517K <0.01% +225 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,234 shares; 2024Q4: 20,886 shares; 2025Q1: 29,408 shares; 2025Q2: 35,438 shares; 2025Q3: 37,984 shares; 2025Q4: 38,074 shares 38,074 $515K <0.01% +90 Timeline OXY 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: 4,580 shares; 2024Q4: 7,549 shares; 2025Q1: 7,213 shares; 2025Q2: 13,390 shares; 2025Q3: 14,200 shares; 2025Q4: 12,508 shares 12,508 $514K <0.01% -1,692 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,256 shares; 2025Q2: 18,508 shares; 2025Q3: 22,227 shares; 2025Q4: 21,719 shares 21,719 $512K <0.01% -508 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 2,183 shares; 2025Q4: 2,746 shares 2,746 $512K <0.01% +563 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,662 shares; 2024Q4: 18,636 shares; 2025Q1: 25,534 shares; 2025Q2: 40,924 shares; 2025Q3: 38,512 shares; 2025Q4: 44,900 shares 44,900 $508K <0.01% +6,388 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,444 shares; 2025Q1: 27,679 shares; 2025Q2: 36,883 shares; 2025Q3: 40,005 shares; 2025Q4: 36,210 shares 36,210 $508K <0.01% -3,795 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,787 shares; 2025Q4: 19,197 shares 19,197 $508K <0.01% +2,410 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: 6,705 shares 6,705 $507K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,746 shares; 2025Q1: 13,518 shares; 2025Q2: 20,449 shares; 2025Q3: 20,327 shares; 2025Q4: 9,382 shares 9,382 $506K <0.01% -10,945 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 3,204 shares; 2025Q1: 3,719 shares; 2025Q2: 5,233 shares; 2025Q3: 5,931 shares; 2025Q4: 5,051 shares 5,051 $504K <0.01% -880 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,149 shares; 2025Q3: 5,251 shares; 2025Q4: 5,318 shares 5,318 $503K <0.01% +67 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: not reported; 2024Q4: 4,095 shares; 2025Q1: 1,738 shares; 2025Q2: 2,054 shares; 2025Q3: 2,170 shares; 2025Q4: 2,504 shares 2,504 $501K <0.01% +334 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS 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: 8,000 shares 8,000 $498K <0.01% new 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: 41,109 shares; 2024Q4: 22,484 shares; 2025Q1: 37,695 shares; 2025Q2: 13,200 shares; 2025Q3: 12,243 shares; 2025Q4: 10,492 shares 10,492 $498K <0.01% -1,751 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,449 shares; 2025Q1: 5,184 shares; 2025Q2: 20,814 shares; 2025Q3: 51,671 shares; 2025Q4: 18,341 shares 18,341 $496K <0.01% -33,330 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,146 shares; 2024Q4: 11,227 shares; 2025Q1: 11,364 shares; 2025Q2: 11,287 shares; 2025Q3: 10,761 shares; 2025Q4: 8,756 shares 8,756 $496K <0.01% -2,005 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,364 shares; 2025Q1: 10,598 shares; 2025Q2: 67,258 shares; 2025Q3: 91,157 shares; 2025Q4: 53,115 shares 53,115 $494K <0.01% -38,042 Timeline DLO DLOCAL LTD More: the full row for DLOCAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,181 shares; 2025Q3: 34,845 shares; 2025Q4: 35,047 shares 35,047 $494K <0.01% +202 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,659 shares; 2024Q4: 15,414 shares; 2025Q1: 15,451 shares; 2025Q2: 17,741 shares; 2025Q3: 20,226 shares; 2025Q4: 22,170 shares 22,170 $493K <0.01% +1,944 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest 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: 33,627 shares 33,627 $492K <0.01% new Timeline SHM 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: 14,506 shares; 2024Q4: 12,872 shares; 2025Q1: 11,870 shares; 2025Q2: 10,429 shares; 2025Q3: 8,950 shares; 2025Q4: 10,246 shares 10,246 $492K <0.01% +1,296 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,047 shares 33,047 $491K <0.01% new 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: 6,617 shares; 2024Q4: 5,422 shares; 2025Q1: 7,847 shares; 2025Q2: 12,938 shares; 2025Q3: 14,779 shares; 2025Q4: 14,118 shares 14,118 $491K <0.01% -661 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 14,382 shares; 2025Q1: 14,276 shares; 2025Q2: 11,677 shares; 2025Q3: 13,410 shares; 2025Q4: 13,315 shares 13,315 $491K <0.01% -95 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares 2,034 $490K <0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 8,581 shares; 2025Q1: 8,401 shares; 2025Q2: 8,316 shares; 2025Q3: 6,364 shares; 2025Q4: 6,311 shares 6,311 $489K <0.01% -53 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,451 shares 6,451 $488K <0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,384 shares; 2025Q1: 14,671 shares; 2025Q2: 13,329 shares; 2025Q3: 13,290 shares; 2025Q4: 14,625 shares 14,625 $487K <0.01% +1,335 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,790 shares; 2025Q4: 22,468 shares 22,468 $487K <0.01% +5,678 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 17,264 shares; 2025Q1: 14,333 shares; 2025Q2: 9,562 shares; 2025Q3: 8,906 shares; 2025Q4: 15,938 shares 15,938 $485K <0.01% +7,032 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,218 shares; 2024Q4: 18,218 shares; 2025Q1: 22,150 shares; 2025Q2: 22,150 shares; 2025Q3: 23,148 shares; 2025Q4: 77,260 shares 77,260 $485K <0.01% +54,112 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 3,301 shares; 2025Q1: 3,944 shares; 2025Q2: 3,402 shares; 2025Q3: 3,431 shares; 2025Q4: 3,501 shares 3,501 $485K <0.01% +70 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,430 shares; 2025Q1: 12,886 shares; 2025Q2: 13,514 shares; 2025Q3: 13,505 shares; 2025Q4: 18,779 shares 18,779 $484K <0.01% +5,274 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,605 shares; 2025Q4: 12,512 shares 12,512 $483K <0.01% -93 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,335 shares; 2025Q1: 5,885 shares; 2025Q2: 5,733 shares; 2025Q3: 4,760 shares; 2025Q4: 5,053 shares 5,053 $481K <0.01% +293 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,842 shares; 2025Q1: 13,137 shares; 2025Q2: 14,236 shares; 2025Q3: 22,039 shares; 2025Q4: 20,646 shares 20,646 $480K <0.01% -1,393 Timeline TAXE T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,392 shares 9,392 $480K <0.01% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,993 shares; 2025Q1: 5,631 shares; 2025Q2: 5,851 shares; 2025Q3: 7,295 shares; 2025Q4: 6,894 shares 6,894 $479K <0.01% -401 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,512 shares; 2025Q3: 5,487 shares; 2025Q4: 6,939 shares 6,939 $476K <0.01% +1,452 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,768 shares; 2025Q4: 4,943 shares 4,943 $475K <0.01% +175 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,017 shares; 2025Q2: 20,387 shares; 2025Q3: 26,362 shares; 2025Q4: 26,601 shares 26,601 $473K <0.01% +239 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,811 shares; 2025Q1: 9,816 shares; 2025Q2: 11,209 shares; 2025Q3: 13,721 shares; 2025Q4: 20,702 shares 20,702 $472K <0.01% +6,981 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,673 shares; 2025Q1: 8,350 shares; 2025Q2: 8,126 shares; 2025Q3: 8,474 shares; 2025Q4: 9,092 shares 9,092 $472K <0.01% +618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,395 shares; 2025Q3: 10,641 shares; 2025Q4: 9,106 shares 9,106 $470K <0.01% -1,535 Timeline PPIE 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: 17,412 shares 17,412 $470K <0.01% new Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 10,471 shares; 2025Q1: 15,827 shares; 2025Q2: 21,523 shares; 2025Q3: 21,523 shares; 2025Q4: 22,769 shares 22,769 $469K <0.01% +1,246 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,065 shares; 2025Q3: 22,522 shares; 2025Q4: 22,467 shares 22,467 $468K <0.01% -55 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,183 shares; 2025Q1: 5,811 shares; 2025Q2: 6,530 shares; 2025Q3: 7,767 shares; 2025Q4: 8,123 shares 8,123 $468K <0.01% +356 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 711 shares; 2025Q1: 940 shares; 2025Q2: 1,172 shares; 2025Q3: 1,351 shares; 2025Q4: 1,422 shares 1,422 $468K <0.01% +71 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 6,234 shares; 2025Q1: 6,949 shares; 2025Q2: 7,873 shares; 2025Q3: 6,526 shares; 2025Q4: 6,341 shares 6,341 $467K <0.01% -185 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,683 shares; 2025Q3: 4,798 shares; 2025Q4: 5,332 shares 5,332 $466K <0.01% +534 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,920 shares; 2024Q4: 45,163 shares; 2025Q1: 32,981 shares; 2025Q2: 29,658 shares; 2025Q3: 21,670 shares; 2025Q4: 20,612 shares 20,612 $465K <0.01% -1,058 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest 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: 36,980 shares; 2025Q4: 44,237 shares 44,237 $464K <0.01% +7,257 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,217 shares; 2025Q1: 6,387 shares; 2025Q2: 7,257 shares; 2025Q3: 4,151 shares; 2025Q4: 3,944 shares 3,944 $463K <0.01% -207 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 6,812 shares 6,812 $463K <0.01% +1,669 Timeline KWEB 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: 9,906 shares; 2024Q4: 10,748 shares; 2025Q1: 9,945 shares; 2025Q2: 8,436 shares; 2025Q3: 9,765 shares; 2025Q4: 15,436 shares 15,436 $463K <0.01% +5,671 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: 3,473 shares; 2024Q4: 5,346 shares; 2025Q1: 6,728 shares; 2025Q2: 5,841 shares; 2025Q3: 4,578 shares; 2025Q4: 4,726 shares 4,726 $463K <0.01% +148 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,419 shares; 2024Q4: 25,718 shares; 2025Q1: 26,771 shares; 2025Q2: 24,182 shares; 2025Q3: 24,188 shares; 2025Q4: 24,208 shares 24,208 $463K <0.01% +20 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,488 shares; 2025Q4: 16,766 shares 16,766 $463K <0.01% -7,722 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,718 shares; 2025Q4: 6,377 shares 6,377 $462K <0.01% +2,659 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 3,349 shares; 2025Q1: 2,854 shares; 2025Q2: 3,673 shares; 2025Q3: 3,534 shares; 2025Q4: 4,714 shares 4,714 $462K <0.01% +1,180 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,527 shares; 2025Q1: 3,814 shares; 2025Q2: 7,463 shares; 2025Q3: 7,341 shares; 2025Q4: 6,083 shares 6,083 $462K <0.01% -1,258 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE 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: 15,998 shares; 2025Q2: 16,586 shares; 2025Q3: 20,429 shares; 2025Q4: 21,623 shares 21,623 $461K <0.01% +1,194 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: not reported; 2024Q4: not reported; 2025Q1: 4,922 shares; 2025Q2: 4,921 shares; 2025Q3: 3,032 shares; 2025Q4: 3,030 shares 3,030 $461K <0.01% -2 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,144 shares; 2025Q2: 16,087 shares; 2025Q3: 20,122 shares; 2025Q4: 21,809 shares 21,809 $460K <0.01% +1,687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,286 shares; 2025Q3: 2,394 shares; 2025Q4: 2,585 shares 2,585 $460K <0.01% +191 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,083 shares 22,083 $459K <0.01% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,095 shares; 2025Q1: 17,835 shares; 2025Q2: 52,033 shares; 2025Q3: 59,772 shares; 2025Q4: 64,054 shares 64,054 $459K <0.01% +4,282 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 761 shares; 2025Q3: 906 shares; 2025Q4: 1,223 shares 1,223 $458K <0.01% +317 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest 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: 60,532 shares; 2025Q4: 91,203 shares 91,203 $458K <0.01% +30,671 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,868 shares 9,868 $457K <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 2,105 shares; 2025Q1: 2,522 shares; 2025Q2: 3,973 shares; 2025Q3: 4,462 shares; 2025Q4: 3,508 shares 3,508 $456K <0.01% -954 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,083 shares 50,083 $455K <0.01% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,433 shares; 2024Q4: 17,968 shares; 2025Q1: 18,565 shares; 2025Q2: 21,382 shares; 2025Q3: 22,833 shares; 2025Q4: 21,909 shares 21,909 $453K <0.01% -924 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 6,085 shares; 2025Q1: 6,232 shares; 2025Q2: 5,772 shares; 2025Q3: 6,716 shares; 2025Q4: 6,930 shares 6,930 $453K <0.01% +214 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest 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: 48,839 shares; 2025Q4: 57,816 shares 57,816 $453K <0.01% +8,977 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 6,186 shares; 2025Q1: 4,923 shares; 2025Q2: 4,812 shares; 2025Q3: 5,605 shares; 2025Q4: 4,567 shares 4,567 $452K <0.01% -1,038 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,630 shares; 2025Q3: 15,423 shares; 2025Q4: 11,743 shares 11,743 $450K <0.01% -3,680 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest 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: 4,424 shares; 2025Q4: 4,150 shares 4,150 $450K <0.01% -274 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 1,416 shares; 2025Q3: 1,488 shares; 2025Q4: 1,448 shares 1,448 $450K <0.01% -40 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,672 shares; 2025Q1: 4,005 shares; 2025Q2: 4,877 shares; 2025Q3: 4,577 shares; 2025Q4: 2,633 shares 2,633 $448K <0.01% -1,944 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 5,388 shares; 2025Q1: 8,545 shares; 2025Q2: 9,016 shares; 2025Q3: 9,648 shares; 2025Q4: 8,444 shares 8,444 $447K <0.01% -1,204 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,697 shares; 2025Q1: 4,636 shares; 2025Q2: 4,387 shares; 2025Q3: 3,716 shares; 2025Q4: 3,681 shares 3,681 $446K <0.01% -35 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: 16,747 shares; 2024Q4: 23,802 shares; 2025Q1: 18,449 shares; 2025Q2: 21,198 shares; 2025Q3: 26,075 shares; 2025Q4: 28,629 shares 28,629 $446K <0.01% +2,554 Timeline VTES 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,390 shares 4,390 $446K <0.01% new Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,768 shares; 2025Q3: 11,168 shares; 2025Q4: 12,111 shares 12,111 $446K <0.01% +943 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS 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: 13,568 shares; 2025Q2: 24,534 shares; 2025Q3: 31,805 shares; 2025Q4: 20,733 shares 20,733 $445K <0.01% -11,072 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,227 shares; 2025Q1: 1,400 shares; 2025Q2: 1,627 shares; 2025Q3: 1,456 shares; 2025Q4: 1,473 shares 1,473 $445K <0.01% +17 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,925 shares; 2025Q1: 9,347 shares; 2025Q2: 10,831 shares; 2025Q3: 11,360 shares; 2025Q4: 12,233 shares 12,233 $445K <0.01% +873 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 3,535 shares; 2025Q1: 3,128 shares; 2025Q2: 3,387 shares; 2025Q3: 3,274 shares; 2025Q4: 3,287 shares 3,287 $444K <0.01% +13 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,931 shares; 2024Q4: 9,995 shares; 2025Q1: 9,231 shares; 2025Q2: 8,178 shares; 2025Q3: 3,742 shares; 2025Q4: 3,697 shares 3,697 $444K <0.01% -45 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH 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: 43,867 shares; 2025Q3: 43,974 shares; 2025Q4: 44,542 shares 44,542 $444K <0.01% +568 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 4,460 shares; 2025Q1: 5,013 shares; 2025Q2: 6,562 shares; 2025Q3: 8,121 shares; 2025Q4: 7,377 shares 7,377 $443K <0.01% -744 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,954 shares; 2025Q3: 11,272 shares; 2025Q4: 11,663 shares 11,663 $442K <0.01% +391 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,751 shares; 2024Q4: 24,684 shares; 2025Q1: 24,684 shares; 2025Q2: 31,649 shares; 2025Q3: 31,788 shares; 2025Q4: 32,496 shares 32,496 $442K <0.01% +708 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: 1,930 shares; 2024Q4: 1,602 shares; 2025Q1: 1,744 shares; 2025Q2: 2,316 shares; 2025Q3: 2,481 shares; 2025Q4: 2,285 shares 2,285 $442K <0.01% -196 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: 8,129 shares; 2024Q4: not reported; 2025Q1: 10,548 shares; 2025Q2: 10,812 shares; 2025Q3: 15,895 shares; 2025Q4: 22,611 shares 22,611 $441K <0.01% +6,716 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 8,971 shares; 2025Q1: 5,130 shares; 2025Q2: 5,739 shares; 2025Q3: 8,409 shares; 2025Q4: 8,310 shares 8,310 $441K <0.01% -99 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,335 shares; 2025Q1: 32,472 shares; 2025Q2: 35,379 shares; 2025Q3: 32,524 shares; 2025Q4: 31,610 shares 31,610 $440K <0.01% -914 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,441 shares; 2025Q3: not reported; 2025Q4: 16,686 shares 16,686 $439K <0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,309 shares; 2024Q4: 22,247 shares; 2025Q1: 30,415 shares; 2025Q2: 22,136 shares; 2025Q3: 11,999 shares; 2025Q4: 10,079 shares 10,079 $439K <0.01% -1,920 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,326 shares; 2025Q3: 10,539 shares; 2025Q4: 9,171 shares 9,171 $438K <0.01% -1,368 Timeline XSW 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: not reported; 2025Q4: 2,341 shares 2,341 $438K <0.01% new Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,084 shares; 2025Q1: 5,417 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares; 2025Q4: 4,731 shares 4,731 $438K <0.01% -230 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,424 shares 11,424 $437K <0.01% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,020 shares 10,020 $437K <0.01% new 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: not reported; 2024Q4: 5,293 shares; 2025Q1: 6,484 shares; 2025Q2: 10,372 shares; 2025Q3: 9,331 shares; 2025Q4: 8,647 shares 8,647 $437K <0.01% -684 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: 1,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares 2,927 $436K <0.01% new Timeline 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: 22,695 shares; 2024Q4: 22,695 shares; 2025Q1: 22,695 shares; 2025Q2: 31,946 shares; 2025Q3: 30,998 shares; 2025Q4: 30,357 shares 30,357 $436K <0.01% -641 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 714 shares; 2025Q1: 839 shares; 2025Q2: 1,322 shares; 2025Q3: 1,098 shares; 2025Q4: 1,079 shares 1,079 $434K <0.01% -19 Timeline QTEC 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: 2,071 shares; 2025Q1: 2,821 shares; 2025Q2: 1,846 shares; 2025Q3: 1,808 shares; 2025Q4: 1,881 shares 1,881 $433K <0.01% +73 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 7,971 shares; 2025Q1: 7,700 shares; 2025Q2: 8,655 shares; 2025Q3: 11,510 shares; 2025Q4: 11,373 shares 11,373 $433K <0.01% -137 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,844 shares; 2025Q1: 3,261 shares; 2025Q2: 3,116 shares; 2025Q3: 2,184 shares; 2025Q4: 2,669 shares 2,669 $433K <0.01% +485 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,722 shares; 2025Q4: 13,499 shares 13,499 $432K <0.01% +3,777 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,067 shares; 2025Q4: 13,031 shares 13,031 $432K <0.01% +964 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,387 shares; 2025Q3: 5,203 shares; 2025Q4: 5,407 shares 5,407 $431K <0.01% +204 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,024 shares; 2025Q1: not reported; 2025Q2: 25,522 shares; 2025Q3: 68,501 shares; 2025Q4: 57,171 shares 57,171 $430K <0.01% -11,330 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: not reported; 2024Q4: not reported; 2025Q1: 4,440 shares; 2025Q2: 4,665 shares; 2025Q3: 6,697 shares; 2025Q4: 8,190 shares 8,190 $429K <0.01% +1,493 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,467 shares; 2025Q3: 7,602 shares; 2025Q4: 6,662 shares 6,662 $429K <0.01% -940 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,322 shares; 2025Q2: 4,424 shares; 2025Q3: 5,166 shares; 2025Q4: 4,554 shares 4,554 $428K <0.01% -612 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: not reported; 2025Q3: not reported; 2025Q4: 17,090 shares 17,090 $427K <0.01% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 4,299 shares; 2025Q4: 3,791 shares 3,791 $426K <0.01% -508 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,651 shares; 2025Q1: 4,977 shares; 2025Q2: 4,188 shares; 2025Q3: 4,251 shares; 2025Q4: 3,926 shares 3,926 $426K <0.01% -325 Timeline FXH 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: 3,423 shares; 2024Q4: 4,381 shares; 2025Q1: 4,316 shares; 2025Q2: 4,139 shares; 2025Q3: 3,203 shares; 2025Q4: 3,741 shares 3,741 $426K <0.01% +538 Timeline WTMF 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: 32,257 shares; 2024Q4: 25,134 shares; 2025Q1: 13,187 shares; 2025Q2: 11,295 shares; 2025Q3: 10,779 shares; 2025Q4: 11,336 shares 11,336 $425K <0.01% +557 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 13,583 shares; 2025Q1: 13,785 shares; 2025Q2: 14,986 shares; 2025Q3: 15,110 shares; 2025Q4: 14,283 shares 14,283 $424K <0.01% -827 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: 15,676 shares; 2024Q4: 15,917 shares; 2025Q1: 18,294 shares; 2025Q2: 20,164 shares; 2025Q3: 20,748 shares; 2025Q4: 22,138 shares 22,138 $424K <0.01% +1,390 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 1,836 shares; 2025Q3: 1,657 shares; 2025Q4: 2,427 shares 2,427 $423K <0.01% +770 Timeline IBMO 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: 30,335 shares; 2024Q4: 32,048 shares; 2025Q1: 20,423 shares; 2025Q2: 15,130 shares; 2025Q3: 15,843 shares; 2025Q4: 16,644 shares 16,644 $423K <0.01% +801 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,354 shares; 2025Q3: 3,071 shares; 2025Q4: 3,492 shares 3,492 $422K <0.01% +421 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,522 shares 9,522 $422K <0.01% new Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,134 shares; 2025Q1: 3,582 shares; 2025Q2: 5,024 shares; 2025Q3: 5,854 shares; 2025Q4: 5,516 shares 5,516 $422K <0.01% -338 Timeline SPPP 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: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $421K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,564 shares 26,564 $421K <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,934 shares; 2024Q4: 9,412 shares; 2025Q1: 9,422 shares; 2025Q2: 10,473 shares; 2025Q3: 12,314 shares; 2025Q4: 12,670 shares 12,670 $419K <0.01% +356 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,145 shares; 2025Q4: 13,504 shares 13,504 $419K <0.01% +5,359 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: 29,078 shares; 2024Q4: 22,569 shares; 2025Q1: 11,945 shares; 2025Q2: 10,533 shares; 2025Q3: 10,409 shares; 2025Q4: 11,046 shares 11,046 $419K <0.01% +637 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,326 shares; 2025Q2: 1,617 shares; 2025Q3: 1,479 shares; 2025Q4: 3,005 shares 3,005 $418K <0.01% +1,526 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 14,591 shares; 2025Q1: 17,299 shares; 2025Q2: 19,931 shares; 2025Q3: 19,070 shares; 2025Q4: 6,737 shares 6,737 $417K <0.01% -12,333 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,421 shares; 2025Q1: 17,971 shares; 2025Q2: 17,405 shares; 2025Q3: 17,255 shares; 2025Q4: 20,235 shares 20,235 $416K <0.01% +2,980 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: not reported; 2024Q4: 1,572 shares; 2025Q1: 1,755 shares; 2025Q2: 1,718 shares; 2025Q3: 1,825 shares; 2025Q4: 1,787 shares 1,787 $415K <0.01% -38 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,139 shares; 2025Q3: 5,880 shares; 2025Q4: 10,801 shares 10,801 $415K <0.01% +4,921 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,610 shares 11,610 $413K <0.01% new Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 7,284 shares; 2025Q1: 5,342 shares; 2025Q2: 5,969 shares; 2025Q3: 6,838 shares; 2025Q4: 5,416 shares 5,416 $413K <0.01% -1,422 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: not reported; 2025Q1: not reported; 2025Q2: 3,393 shares; 2025Q3: 4,111 shares; 2025Q4: 4,819 shares 4,819 $412K <0.01% +708 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,367 shares; 2025Q1: 4,377 shares; 2025Q2: 5,169 shares; 2025Q3: 5,618 shares; 2025Q4: 5,550 shares 5,550 $412K <0.01% -68 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,010 shares; 2025Q3: 3,779 shares; 2025Q4: 5,658 shares 5,658 $412K <0.01% +1,879 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 2,654 shares; 2025Q1: 2,541 shares; 2025Q2: 2,759 shares; 2025Q3: 2,607 shares; 2025Q4: 2,645 shares 2,645 $411K <0.01% +38 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,399 shares; 2025Q3: 23,199 shares; 2025Q4: 24,503 shares 24,503 $411K <0.01% +1,304 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,362 shares; 2025Q3: 5,574 shares; 2025Q4: 8,584 shares 8,584 $411K <0.01% +3,010 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,076 shares; 2025Q1: 4,829 shares; 2025Q2: 5,217 shares; 2025Q3: 5,873 shares; 2025Q4: 5,953 shares 5,953 $411K <0.01% +80 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,554 shares; 2025Q4: 5,630 shares 5,630 $409K <0.01% +1,076 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,992 shares; 2025Q1: 3,287 shares; 2025Q2: 6,639 shares; 2025Q3: 6,741 shares; 2025Q4: 5,215 shares 5,215 $408K <0.01% -1,526 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 1,019 shares; 2025Q3: 1,194 shares; 2025Q4: 1,383 shares 1,383 $406K <0.01% +189 Timeline SPAB 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: 24,581 shares; 2025Q1: 27,707 shares; 2025Q2: 18,833 shares; 2025Q3: 17,900 shares; 2025Q4: 15,666 shares 15,666 $403K <0.01% -2,234 Timeline TFLO 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: 22,485 shares; 2024Q4: 35,878 shares; 2025Q1: 35,333 shares; 2025Q2: 7,120 shares; 2025Q3: 6,758 shares; 2025Q4: 7,921 shares 7,921 $402K <0.01% +1,163 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 2,235 shares; 2025Q4: 3,019 shares 3,019 $398K <0.01% +784 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,954 shares; 2025Q1: 27,718 shares; 2025Q2: 22,140 shares; 2025Q3: 19,974 shares; 2025Q4: 18,989 shares 18,989 $396K <0.01% -985 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,407 shares 13,407 $395K <0.01% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 15,102 shares; 2025Q1: 16,541 shares; 2025Q2: 15,567 shares; 2025Q3: 15,431 shares; 2025Q4: 11,831 shares 11,831 $394K <0.01% -3,600 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,158 shares; 2024Q4: 26,179 shares; 2025Q1: 23,127 shares; 2025Q2: 12,267 shares; 2025Q3: 11,169 shares; 2025Q4: 16,980 shares 16,980 $394K <0.01% +5,811 Timeline NBBK NB BANCORP INC More: the full row for NB 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: 19,810 shares; 2025Q3: 19,820 shares; 2025Q4: 19,830 shares 19,830 $393K <0.01% +10 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: 3,715 shares; 2024Q4: 9,715 shares; 2025Q1: 13,930 shares; 2025Q2: 6,866 shares; 2025Q3: 6,798 shares; 2025Q4: 5,822 shares 5,822 $392K <0.01% -976 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,469 shares 2,469 $391K <0.01% new Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,198 shares 4,198 $390K <0.01% new Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 14,435 shares 14,435 $390K <0.01% new Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,947 shares; 2025Q3: 6,686 shares; 2025Q4: 7,209 shares 7,209 $389K <0.01% +523 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,963 shares; 2025Q4: 11,014 shares 11,014 $389K <0.01% +5,051 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 15,005 shares; 2025Q1: 16,113 shares; 2025Q2: 22,549 shares; 2025Q3: 23,695 shares; 2025Q4: 15,157 shares 15,157 $389K <0.01% -8,538 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,906 shares; 2025Q1: 1,672 shares; 2025Q2: 1,277 shares; 2025Q3: 1,092 shares; 2025Q4: 1,343 shares 1,343 $388K <0.01% +251 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,126 shares; 2025Q1: 39,676 shares; 2025Q2: 64,038 shares; 2025Q3: 59,766 shares; 2025Q4: 23,646 shares 23,646 $387K <0.01% -36,120 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,326 shares 2,326 $386K <0.01% new Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 7,076 shares; 2025Q2: 8,130 shares; 2025Q3: 9,875 shares; 2025Q4: 10,994 shares 10,994 $385K <0.01% +1,119 Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,745 shares; 2024Q4: 30,745 shares; 2025Q1: 32,745 shares; 2025Q2: 32,745 shares; 2025Q3: 32,745 shares; 2025Q4: 32,745 shares 32,745 $384K <0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,922 shares; 2025Q4: 5,349 shares 5,349 $382K <0.01% +1,427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,303 shares; 2025Q3: 3,323 shares; 2025Q4: 3,211 shares 3,211 $381K <0.01% -112 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,272 shares; 2025Q1: 1,235 shares; 2025Q2: 2,377 shares; 2025Q3: 2,281 shares; 2025Q4: 1,862 shares 1,862 $380K <0.01% -419 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,160 shares; 2024Q4: 45,234 shares; 2025Q1: 56,786 shares; 2025Q2: 53,199 shares; 2025Q3: 44,684 shares; 2025Q4: 51,919 shares 51,919 $380K <0.01% +7,235 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,828 shares; 2025Q3: 4,016 shares; 2025Q4: 6,065 shares 6,065 $380K <0.01% +2,049 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,689 shares; 2025Q3: 6,880 shares; 2025Q4: 4,386 shares 4,386 $379K <0.01% -2,494 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,143 shares; 2025Q1: 2,144 shares; 2025Q2: 2,154 shares; 2025Q3: 2,155 shares; 2025Q4: 2,156 shares 2,156 $379K <0.01% +1 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,037 shares; 2025Q4: 5,620 shares 5,620 $377K <0.01% +1,583 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,461 shares 24,461 $376K <0.01% new Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 5,610 shares; 2025Q1: 5,782 shares; 2025Q2: 5,840 shares; 2025Q3: 5,699 shares; 2025Q4: 5,802 shares 5,802 $376K <0.01% +103 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,178 shares; 2025Q2: 4,264 shares; 2025Q3: 4,838 shares; 2025Q4: 4,665 shares 4,665 $375K <0.01% -173 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,651 shares 6,651 $374K <0.01% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,367 shares; 2025Q1: 4,975 shares; 2025Q2: not reported; 2025Q3: 7,490 shares; 2025Q4: 9,607 shares 9,607 $373K <0.01% +2,117 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,910 shares; 2025Q3: 6,997 shares; 2025Q4: 5,800 shares 5,800 $373K <0.01% -1,197 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,650 shares; 2025Q1: 15,406 shares; 2025Q2: 19,429 shares; 2025Q3: 20,618 shares; 2025Q4: 18,903 shares 18,903 $372K <0.01% -1,715 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,549 shares; 2025Q1: 24,184 shares; 2025Q2: 20,070 shares; 2025Q3: 22,988 shares; 2025Q4: 31,298 shares 31,298 $371K <0.01% +8,310 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,979 shares; 2025Q1: 7,264 shares; 2025Q2: 8,192 shares; 2025Q3: 8,284 shares; 2025Q4: 8,675 shares 8,675 $370K <0.01% +391 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 4,761 shares; 2025Q1: 3,540 shares; 2025Q2: 6,227 shares; 2025Q3: 5,775 shares; 2025Q4: 4,355 shares 4,355 $369K <0.01% -1,420 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,146 shares 10,146 $369K <0.01% new Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC 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: 27,655 shares 27,655 $368K <0.01% new Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 2,951 shares; 2025Q3: 3,214 shares; 2025Q4: 2,999 shares 2,999 $368K <0.01% -215 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,341 shares; 2024Q4: 35,112 shares; 2025Q1: 36,630 shares; 2025Q2: 38,014 shares; 2025Q3: 46,443 shares; 2025Q4: 42,569 shares 42,569 $367K <0.01% -3,874 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,668 shares; 2024Q4: 28,840 shares; 2025Q1: 16,389 shares; 2025Q2: 12,374 shares; 2025Q3: 6,647 shares; 2025Q4: 7,780 shares 7,780 $367K <0.01% +1,133 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,529 shares; 2025Q3: 9,609 shares; 2025Q4: 10,159 shares 10,159 $367K <0.01% +550 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,113 shares; 2025Q1: 2,192 shares; 2025Q2: 2,080 shares; 2025Q3: 2,102 shares; 2025Q4: 2,151 shares 2,151 $367K <0.01% +49 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,578 shares; 2025Q3: 10,167 shares; 2025Q4: 11,969 shares 11,969 $367K <0.01% +1,802 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,631 shares; 2025Q4: 32,358 shares 32,358 $366K <0.01% +12,727 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: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,887 shares; 2025Q4: 6,798 shares 6,798 $366K <0.01% +911 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,595 shares 4,595 $365K <0.01% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,791 shares; 2025Q4: 16,292 shares 16,292 $363K <0.01% +5,501 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 6,361 shares; 2025Q1: 5,457 shares; 2025Q2: 5,205 shares; 2025Q3: 6,993 shares; 2025Q4: 6,778 shares 6,778 $362K <0.01% -215 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,126 shares; 2024Q4: 28,719 shares; 2025Q1: 24,184 shares; 2025Q2: 24,530 shares; 2025Q3: 20,014 shares; 2025Q4: 19,621 shares 19,621 $361K <0.01% -393 Timeline PTMC 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: 12,842 shares; 2025Q1: 9,149 shares; 2025Q2: 8,399 shares; 2025Q3: 14,394 shares; 2025Q4: 10,116 shares 10,116 $361K <0.01% -4,278 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,196 shares; 2025Q4: 1,296 shares 1,296 $360K <0.01% +100 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,236 shares 2,236 $359K <0.01% new Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,990 shares; 2025Q3: 7,034 shares; 2025Q4: 6,959 shares 6,959 $359K <0.01% -75 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,137 shares; 2024Q4: 16,384 shares; 2025Q1: 17,479 shares; 2025Q2: 20,966 shares; 2025Q3: 19,454 shares; 2025Q4: 19,934 shares 19,934 $359K <0.01% +480 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,704 shares; 2025Q1: 5,805 shares; 2025Q2: 7,194 shares; 2025Q3: 6,933 shares; 2025Q4: 7,758 shares 7,758 $358K <0.01% +825 Timeline IFLN 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: 10,572 shares; 2024Q4: 16,827 shares; 2025Q1: 16,704 shares; 2025Q2: 17,620 shares; 2025Q3: 17,773 shares; 2025Q4: 19,245 shares 19,245 $358K <0.01% +1,472 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,239 shares; 2024Q4: 8,434 shares; 2025Q1: 7,811 shares; 2025Q2: 8,741 shares; 2025Q3: 8,681 shares; 2025Q4: 8,681 shares 8,681 $357K <0.01% 0 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,949 shares; 2025Q1: 7,785 shares; 2025Q2: 6,765 shares; 2025Q3: 6,772 shares; 2025Q4: 6,402 shares 6,402 $356K <0.01% -370 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: 4,779 shares; 2024Q4: 6,372 shares; 2025Q1: 7,617 shares; 2025Q2: 11,297 shares; 2025Q3: 10,328 shares; 2025Q4: 8,219 shares 8,219 $356K <0.01% -2,109 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,771 shares; 2025Q3: 12,045 shares; 2025Q4: 11,295 shares 11,295 $356K <0.01% -750 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 1,027 shares; 2025Q4: 1,053 shares 1,053 $356K <0.01% +26 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,325 shares; 2025Q3: 9,718 shares; 2025Q4: 9,315 shares 9,315 $356K <0.01% -403 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 5,072 shares; 2025Q1: 4,751 shares; 2025Q2: 6,191 shares; 2025Q3: 6,426 shares; 2025Q4: 6,059 shares 6,059 $356K <0.01% -367 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,723 shares 56,723 $356K <0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,997 shares; 2024Q4: 19,083 shares; 2025Q1: 17,327 shares; 2025Q2: 14,350 shares; 2025Q3: 19,042 shares; 2025Q4: 20,611 shares 20,611 $356K <0.01% +1,569 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,173 shares; 2025Q1: 22,388 shares; 2025Q2: 22,712 shares; 2025Q3: 21,775 shares; 2025Q4: 15,464 shares 15,464 $355K <0.01% -6,311 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,905 shares 1,905 $354K <0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,075 shares; 2025Q4: 7,729 shares 7,729 $354K <0.01% +1,654 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,626 shares; 2025Q3: 15,188 shares; 2025Q4: 13,900 shares 13,900 $352K <0.01% -1,288 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 3,716 shares; 2025Q1: 3,559 shares; 2025Q2: 3,555 shares; 2025Q3: 3,363 shares; 2025Q4: 3,368 shares 3,368 $352K <0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,895 shares 7,895 $351K <0.01% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,397 shares; 2024Q4: 6,882 shares; 2025Q1: 6,882 shares; 2025Q2: 6,882 shares; 2025Q3: 6,882 shares; 2025Q4: 6,930 shares 6,930 $349K <0.01% +48 Timeline FCSH FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,997 shares; 2025Q4: 14,282 shares 14,282 $349K <0.01% -2,715 Timeline ISPY 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: 7,130 shares; 2025Q2: 7,541 shares; 2025Q3: 7,580 shares; 2025Q4: 7,630 shares 7,630 $348K <0.01% +50 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: 10,843 shares; 2024Q4: 10,843 shares; 2025Q1: 10,843 shares; 2025Q2: 10,043 shares; 2025Q3: 10,109 shares; 2025Q4: 10,428 shares 10,428 $348K <0.01% +319 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,240 shares; 2025Q2: 9,343 shares; 2025Q3: 9,388 shares; 2025Q4: 9,299 shares 9,299 $348K <0.01% -89 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: not reported; 2025Q1: 8,701 shares; 2025Q2: not reported; 2025Q3: 8,284 shares; 2025Q4: 12,730 shares 12,730 $347K <0.01% +4,446 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 18,715 shares; 2025Q3: 18,205 shares; 2025Q4: 31,911 shares 31,911 $347K <0.01% +13,706 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,357 shares; 2025Q3: 17,913 shares; 2025Q4: 7,600 shares 7,600 $347K <0.01% -10,313 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,050 shares; 2025Q2: 16,098 shares; 2025Q3: 19,226 shares; 2025Q4: 26,302 shares 26,302 $347K <0.01% +7,076 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,005 shares; 2025Q2: 3,673 shares; 2025Q3: 3,856 shares; 2025Q4: 4,485 shares 4,485 $346K <0.01% +629 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,435 shares; 2025Q4: 7,837 shares 7,837 $346K <0.01% +402 Timeline SCHP 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: 7,296 shares; 2024Q4: 97,741 shares; 2025Q1: 12,215 shares; 2025Q2: 11,526 shares; 2025Q3: 13,837 shares; 2025Q4: 13,031 shares 13,031 $345K <0.01% -806 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,303 shares; 2025Q1: 6,310 shares; 2025Q2: 6,895 shares; 2025Q3: 7,315 shares; 2025Q4: 7,801 shares 7,801 $344K <0.01% +486 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,968 shares; 2025Q4: 2,418 shares 2,418 $344K <0.01% -1,550 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 5,181 shares; 2025Q1: 5,337 shares; 2025Q2: 5,549 shares; 2025Q3: 5,360 shares; 2025Q4: 5,114 shares 5,114 $342K <0.01% -246 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,073 shares; 2025Q4: 7,604 shares 7,604 $341K <0.01% +1,531 Timeline GXPC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,086 shares; 2025Q4: 11,406 shares 11,406 $340K <0.01% +320 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,368 shares; 2025Q2: 23,124 shares; 2025Q3: 25,363 shares; 2025Q4: 17,880 shares 17,880 $339K <0.01% -7,483 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,318 shares; 2024Q4: 15,186 shares; 2025Q1: 21,519 shares; 2025Q2: 36,091 shares; 2025Q3: 35,535 shares; 2025Q4: 22,959 shares 22,959 $339K <0.01% -12,576 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,908 shares; 2025Q3: 6,411 shares; 2025Q4: 6,331 shares 6,331 $338K <0.01% -80 Timeline EP EMPIRE PETE CORP More: the full row for EMPIRE PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,857 shares; 2024Q4: 110,857 shares; 2025Q1: 110,857 shares; 2025Q2: 110,857 shares; 2025Q3: 110,857 shares; 2025Q4: 110,857 shares 110,857 $337K <0.01% 0 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,020 shares 43,020 $336K <0.01% new Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,297 shares; 2025Q1: 5,328 shares; 2025Q2: 5,553 shares; 2025Q3: 5,580 shares; 2025Q4: 5,389 shares 5,389 $336K <0.01% -191 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,153 shares 5,153 $336K <0.01% new Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,332 shares 31,332 $335K <0.01% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 10,039 shares; 2025Q1: 6,231 shares; 2025Q2: 5,913 shares; 2025Q3: 5,834 shares; 2025Q4: 5,922 shares 5,922 $335K <0.01% +88 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,811 shares 16,811 $334K <0.01% new Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,957 shares; 2025Q1: 14,518 shares; 2025Q2: 15,043 shares; 2025Q3: 15,618 shares; 2025Q4: 8,687 shares 8,687 $334K <0.01% -6,931 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,512 shares 18,512 $334K <0.01% new Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,147 shares; 2025Q3: 7,076 shares; 2025Q4: 7,078 shares 7,078 $334K <0.01% +2 Timeline AIVL 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: 2,403 shares; 2024Q4: 2,403 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,903 shares; 2025Q4: 2,903 shares 2,903 $334K <0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 2,094 shares; 2025Q1: 2,478 shares; 2025Q2: 2,458 shares; 2025Q3: 2,460 shares; 2025Q4: 2,437 shares 2,437 $333K <0.01% -23 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 7,478 shares; 2025Q1: 6,311 shares; 2025Q2: 6,554 shares; 2025Q3: 7,796 shares; 2025Q4: 6,636 shares 6,636 $332K <0.01% -1,160 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,103 shares; 2025Q1: 18,528 shares; 2025Q2: 18,561 shares; 2025Q3: 16,852 shares; 2025Q4: 14,863 shares 14,863 $332K <0.01% -1,989 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,343 shares; 2024Q4: 25,960 shares; 2025Q1: 4,971 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,399 shares 6,399 $331K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,693 shares; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,398 shares; 2025Q4: 1,467 shares 1,467 $330K <0.01% +69 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,537 shares; 2025Q4: 8,269 shares 8,269 $330K <0.01% +2,732 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,287 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 969 shares 969 $330K <0.01% +76 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,511 shares; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 1,737 shares; 2025Q4: 1,532 shares 1,532 $329K <0.01% -205 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS 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: 3,144 shares; 2025Q2: 3,306 shares; 2025Q3: 4,498 shares; 2025Q4: 4,785 shares 4,785 $328K <0.01% +287 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest 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: 21,623 shares; 2025Q4: 21,623 shares 21,623 $328K <0.01% 0 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,795 shares; 2024Q4: 8,938 shares; 2025Q1: 6,250 shares; 2025Q2: 6,797 shares; 2025Q3: 6,618 shares; 2025Q4: 4,176 shares 4,176 $327K <0.01% -2,442 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 17,756 shares; 2025Q3: 17,870 shares; 2025Q4: 15,482 shares 15,482 $326K <0.01% -2,388 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: 1,040 shares 1,040 $326K <0.01% +343 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL 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: 19,495 shares; 2025Q4: 33,648 shares 33,648 $325K <0.01% +14,153 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,991 shares; 2025Q1: 11,550 shares; 2025Q2: 7,596 shares; 2025Q3: 8,446 shares; 2025Q4: 6,948 shares 6,948 $324K <0.01% -1,498 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,817 shares; 2025Q3: 8,025 shares; 2025Q4: 6,694 shares 6,694 $322K <0.01% -1,331 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,846 shares 5,846 $322K <0.01% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,397 shares; 2025Q4: 5,098 shares 5,098 $322K <0.01% -3,299 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 17,610 shares; 2025Q3: 18,814 shares; 2025Q4: 16,432 shares 16,432 $322K <0.01% -2,382 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,735 shares 6,735 $322K <0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,987 shares; 2025Q2: 3,277 shares; 2025Q3: 3,555 shares; 2025Q4: 3,782 shares 3,782 $320K <0.01% +227 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 665 shares; 2025Q3: 685 shares; 2025Q4: 763 shares 763 $318K <0.01% +78 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL 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: 10,808 shares; 2025Q3: 9,864 shares; 2025Q4: 14,708 shares 14,708 $318K <0.01% +4,844 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,034 shares; 2025Q3: 8,300 shares; 2025Q4: 7,634 shares 7,634 $317K <0.01% -666 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,963 shares; 2025Q2: 7,111 shares; 2025Q3: 14,401 shares; 2025Q4: 14,959 shares 14,959 $317K <0.01% +558 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,136 shares; 2025Q3: 5,246 shares; 2025Q4: 2,350 shares 2,350 $317K <0.01% -2,896 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 3,275 shares; 2025Q1: 3,595 shares; 2025Q2: 3,290 shares; 2025Q3: 3,204 shares; 2025Q4: 2,671 shares 2,671 $316K <0.01% -533 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,056 shares; 2024Q4: 11,122 shares; 2025Q1: 13,424 shares; 2025Q2: 11,075 shares; 2025Q3: 9,644 shares; 2025Q4: 9,764 shares 9,764 $315K <0.01% +120 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,384 shares 4,384 $312K <0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,705 shares; 2025Q1: 4,895 shares; 2025Q2: 6,389 shares; 2025Q3: 6,278 shares; 2025Q4: 6,787 shares 6,787 $312K <0.01% +509 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,664 shares 10,664 $311K <0.01% new Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,511 shares; 2025Q2: 11,546 shares; 2025Q3: 13,364 shares; 2025Q4: 13,367 shares 13,367 $311K <0.01% +3 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS 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: 14,693 shares; 2025Q3: 14,957 shares; 2025Q4: 12,433 shares 12,433 $311K <0.01% -2,524 Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,971 shares; 2025Q4: 2,982 shares 2,982 $310K <0.01% +11 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,956 shares 4,956 $310K <0.01% new Timeline ALH ALLIANCE LAUNDRY HLDGS INC More: the full row for ALLIANCE LAUNDRY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,210 shares 15,210 $310K <0.01% new 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: 12,318 shares; 2024Q4: 11,120 shares; 2025Q1: 11,120 shares; 2025Q2: 10,335 shares; 2025Q3: 10,335 shares; 2025Q4: 10,335 shares 10,335 $309K <0.01% 0 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares 4,050 $309K <0.01% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,682 shares; 2025Q2: 2,666 shares; 2025Q3: 3,077 shares; 2025Q4: 3,577 shares 3,577 $308K <0.01% +500 Timeline BCI 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: 121,390 shares; 2025Q1: 17,911 shares; 2025Q2: 17,770 shares; 2025Q3: 14,556 shares; 2025Q4: 15,755 shares 15,755 $308K <0.01% +1,199 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 2,667 shares; 2025Q1: 2,952 shares; 2025Q2: 3,109 shares; 2025Q3: 3,172 shares; 2025Q4: 1,401 shares 1,401 $307K <0.01% -1,771 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,531 shares; 2025Q4: 4,996 shares 4,996 $306K <0.01% +465 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 623 shares; 2025Q4: 669 shares 669 $306K <0.01% +46 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE 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: 10,250 shares; 2025Q2: 10,001 shares; 2025Q3: 13,405 shares; 2025Q4: 17,964 shares 17,964 $306K <0.01% +4,559 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,485 shares; 2024Q4: 19,662 shares; 2025Q1: 16,717 shares; 2025Q2: 17,006 shares; 2025Q3: 17,115 shares; 2025Q4: 16,081 shares 16,081 $306K <0.01% -1,034 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: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares 7,250 $305K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,284 shares 1,284 $305K <0.01% new Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,936 shares; 2025Q2: 21,507 shares; 2025Q3: 27,317 shares; 2025Q4: 30,621 shares 30,621 $304K <0.01% +3,304 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,403 shares; 2025Q3: 11,238 shares; 2025Q4: 10,760 shares 10,760 $303K <0.01% -478 Timeline SPTS 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: 7,470 shares; 2025Q1: 7,470 shares; 2025Q2: not reported; 2025Q3: 9,212 shares; 2025Q4: 10,343 shares 10,343 $303K <0.01% +1,131 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,497 shares; 2025Q1: 18,861 shares; 2025Q2: 19,078 shares; 2025Q3: 20,510 shares; 2025Q4: 23,206 shares 23,206 $302K <0.01% +2,696 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,299 shares; 2025Q2: 1,872 shares; 2025Q3: 1,759 shares; 2025Q4: 1,820 shares 1,820 $302K <0.01% +61 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares 25,500 $302K <0.01% 0 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,424 shares 11,424 $302K <0.01% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,812 shares; 2025Q4: 27,450 shares 27,450 $301K <0.01% +15,638 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,214 shares 8,214 $301K <0.01% new Timeline MITT TPG MTG INVTS TR INC More: the full row for TPG MTG INVTS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,100 shares; 2024Q4: 35,100 shares; 2025Q1: 35,100 shares; 2025Q2: 35,100 shares; 2025Q3: 35,100 shares; 2025Q4: 35,100 shares 35,100 $299K <0.01% 0 Timeline CLOU 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: 13,210 shares; 2024Q4: 13,585 shares; 2025Q1: 13,215 shares; 2025Q2: 13,215 shares; 2025Q3: 13,215 shares; 2025Q4: 13,215 shares 13,215 $299K <0.01% 0 Timeline FWONA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 3,345 shares 3,345 $299K <0.01% +1,030 Timeline PGRO 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: 6,544 shares; 2025Q4: 5,952 shares 5,952 $299K <0.01% -592 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest 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: 2,214 shares 2,214 $299K <0.01% new Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO 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: 17,158 shares; 2025Q2: 18,151 shares; 2025Q3: 22,026 shares; 2025Q4: 21,275 shares 21,275 $298K <0.01% -751 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS 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: 8,307 shares; 2025Q4: 11,996 shares 11,996 $297K <0.01% +3,689 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 13,822 shares; 2025Q1: 14,411 shares; 2025Q2: 16,186 shares; 2025Q3: 16,167 shares; 2025Q4: 14,186 shares 14,186 $297K <0.01% -1,981 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 509 shares 509 $296K <0.01% new Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 10,545 shares; 2025Q1: 10,545 shares; 2025Q2: 18,456 shares; 2025Q3: 18,614 shares; 2025Q4: 28,890 shares 28,890 $296K <0.01% +10,276 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 8,107 shares; 2025Q1: 10,330 shares; 2025Q2: 10,291 shares; 2025Q3: 11,236 shares; 2025Q4: 7,617 shares 7,617 $295K <0.01% -3,619 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 11,288 shares; 2025Q2: 11,035 shares; 2025Q3: not reported; 2025Q4: 6,452 shares 6,452 $294K <0.01% new Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 11,195 shares; 2025Q1: not reported; 2025Q2: 16,589 shares; 2025Q3: 20,774 shares; 2025Q4: 17,821 shares 17,821 $294K <0.01% -2,953 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,259 shares; 2024Q4: 8,952 shares; 2025Q1: 9,536 shares; 2025Q2: 10,386 shares; 2025Q3: 10,243 shares; 2025Q4: 9,815 shares 9,815 $293K <0.01% -428 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,602 shares 1,602 $293K <0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,038 shares; 2025Q2: 3,066 shares; 2025Q3: 3,220 shares; 2025Q4: 3,291 shares 3,291 $292K <0.01% +71 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,753 shares; 2025Q4: 1,654 shares 1,654 $292K <0.01% -99 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,469 shares 4,469 $292K <0.01% new Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,634 shares 23,634 $292K <0.01% new Timeline IYT 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: 3,477 shares; 2025Q2: 3,885 shares; 2025Q3: 3,495 shares; 2025Q4: 3,911 shares 3,911 $291K <0.01% +416 Timeline BAPRA BOEING CO More: the full row for BOEING 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: 3,470 shares; 2025Q2: 4,072 shares; 2025Q3: 4,306 shares; 2025Q4: 4,254 shares 4,254 $291K <0.01% -52 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 7,136 shares; 2025Q3: 8,069 shares; 2025Q4: 9,539 shares 9,539 $290K <0.01% +1,470 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 4,254 shares; 2025Q1: 3,644 shares; 2025Q2: 4,330 shares; 2025Q3: 4,136 shares; 2025Q4: 3,941 shares 3,941 $290K <0.01% -195 XBMNX BLACKROCK 2037 MUNICIPAL TAR More: the full row for BLACKROCK 2037 MUNICIPAL TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,087 shares; 2024Q4: 15,087 shares; 2025Q1: 15,087 shares; 2025Q2: 11,087 shares; 2025Q3: 11,087 shares; 2025Q4: 11,087 shares 11,087 $290K <0.01% 0 Timeline DEW 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: 3,899 shares; 2025Q2: 3,958 shares; 2025Q3: 4,663 shares; 2025Q4: 4,699 shares 4,699 $289K <0.01% +36 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,664 shares 11,664 $289K <0.01% new Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,598 shares; 2025Q3: 4,341 shares; 2025Q4: 4,344 shares 4,344 $289K <0.01% +3 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER 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: 10,527 shares; 2025Q3: 10,449 shares; 2025Q4: 10,283 shares 10,283 $289K <0.01% -166 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,638 shares; 2025Q2: 3,112 shares; 2025Q3: 3,594 shares; 2025Q4: 3,614 shares 3,614 $288K <0.01% +20 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,084 shares; 2025Q4: 4,841 shares 4,841 $288K <0.01% +757 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,743 shares; 2025Q3: 4,012 shares; 2025Q4: 4,509 shares 4,509 $288K <0.01% +497 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,519 shares; 2025Q4: 27,533 shares 27,533 $287K <0.01% +12,014 GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS 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: 13,125 shares; 2025Q3: 21,146 shares; 2025Q4: 30,968 shares 30,968 $287K <0.01% +9,822 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,827 shares; 2025Q3: 3,889 shares; 2025Q4: 3,906 shares 3,906 $287K <0.01% +17 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,300 shares 14,300 $287K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 2,621 shares; 2025Q3: not reported; 2025Q4: 3,322 shares 3,322 $287K <0.01% new 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: 3,734 shares; 2024Q4: 3,437 shares; 2025Q1: 4,591 shares; 2025Q2: 5,276 shares; 2025Q3: 5,858 shares; 2025Q4: 3,842 shares 3,842 $286K <0.01% -2,016 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: not reported; 2025Q4: 9,123 shares 9,123 $286K <0.01% new Timeline BSMQ 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: 7,832 shares 7,832 $285K <0.01% new Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,893 shares; 2025Q3: 4,590 shares; 2025Q4: 6,373 shares 6,373 $285K <0.01% +1,783 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,709 shares; 2024Q4: 49,518 shares; 2025Q1: 34,685 shares; 2025Q2: 23,454 shares; 2025Q3: 18,419 shares; 2025Q4: 15,725 shares 15,725 $284K <0.01% -2,694 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 6,880 shares; 2025Q1: 7,111 shares; 2025Q2: 6,524 shares; 2025Q3: 5,284 shares; 2025Q4: 4,042 shares 4,042 $281K <0.01% -1,242 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,259 shares; 2025Q4: 1,600 shares 1,600 $281K <0.01% +341 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,767 shares; 2025Q3: 9,274 shares; 2025Q4: 19,176 shares 19,176 $280K <0.01% +9,902 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: not reported; 2024Q4: 5,445 shares; 2025Q1: not reported; 2025Q2: 5,928 shares; 2025Q3: not reported; 2025Q4: 10,515 shares 10,515 $279K <0.01% new Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,457 shares; 2024Q4: 4,452 shares; 2025Q1: 4,470 shares; 2025Q2: 4,473 shares; 2025Q3: 4,421 shares; 2025Q4: 4,456 shares 4,456 $279K <0.01% +35 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: not reported; 2024Q4: not reported; 2025Q1: 6,695 shares; 2025Q2: not reported; 2025Q3: 6,494 shares; 2025Q4: 7,535 shares 7,535 $277K <0.01% +1,041 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 2,285 shares 2,285 $277K <0.01% +481 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,773 shares; 2025Q4: 8,814 shares 8,814 $277K <0.01% +1,041 Timeline CDC 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: 56,038 shares; 2024Q4: 45,548 shares; 2025Q1: 47,100 shares; 2025Q2: 47,032 shares; 2025Q3: 45,585 shares; 2025Q4: 4,195 shares 4,195 $276K <0.01% -41,390 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 15,605 shares; 2025Q3: 16,303 shares; 2025Q4: 15,479 shares 15,479 $275K <0.01% -824 Timeline SCHZ 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: 16,509 shares; 2025Q1: 16,613 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,020 shares 11,020 $275K <0.01% new Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 7,138 shares; 2025Q1: 7,810 shares; 2025Q2: 9,818 shares; 2025Q3: 7,696 shares; 2025Q4: 5,647 shares 5,647 $274K <0.01% -2,049 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 10,799 shares; 2025Q1: 11,342 shares; 2025Q2: 11,553 shares; 2025Q3: 10,754 shares; 2025Q4: 10,845 shares 10,845 $274K <0.01% +91 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest 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: 44,305 shares 44,305 $273K <0.01% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,357 shares; 2025Q1: 2,437 shares; 2025Q2: 2,384 shares; 2025Q3: 2,382 shares; 2025Q4: 2,150 shares 2,150 $273K <0.01% -232 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,176 shares; 2024Q4: 7,975 shares; 2025Q1: 7,921 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,793 shares 5,793 $273K <0.01% new 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: not reported; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 435 shares; 2025Q4: 397 shares 397 $273K <0.01% -38 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 14,945 shares; 2025Q1: not reported; 2025Q2: 10,256 shares; 2025Q3: 24,963 shares; 2025Q4: 36,909 shares 36,909 $273K <0.01% +11,946 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,759 shares; 2025Q1: 2,058 shares; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,812 shares 2,812 $272K <0.01% -38 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,918 shares; 2024Q4: 12,482 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,831 shares 8,831 $272K <0.01% new Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,617 shares; 2024Q4: 29,708 shares; 2025Q1: 25,490 shares; 2025Q2: 40,051 shares; 2025Q3: 44,100 shares; 2025Q4: 36,027 shares 36,027 $272K <0.01% -8,073 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,402 shares; 2025Q3: 8,843 shares; 2025Q4: 5,712 shares 5,712 $270K <0.01% -3,131 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,088 shares; 2025Q2: 1,300 shares; 2025Q3: 1,129 shares; 2025Q4: 1,052 shares 1,052 $270K <0.01% -77 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,053 shares; 2025Q1: 3,449 shares; 2025Q2: 3,453 shares; 2025Q3: 3,456 shares; 2025Q4: 3,263 shares 3,263 $270K <0.01% -193 Timeline CEVA CEVA INC More: the full row for CEVA 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: 11,105 shares; 2025Q4: 12,499 shares 12,499 $270K <0.01% +1,394 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,356 shares; 2025Q3: 3,610 shares; 2025Q4: 3,895 shares 3,895 $269K <0.01% +285 Timeline SCHO 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: 11,632 shares; 2024Q4: 16,357 shares; 2025Q1: 14,469 shares; 2025Q2: 10,127 shares; 2025Q3: 15,399 shares; 2025Q4: 11,005 shares 11,005 $267K <0.01% -4,394 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,986 shares 5,986 $267K <0.01% +86 Timeline LUMENTUM HLDGS INC LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,000 shares; 2024Q4: 164,000 shares; 2025Q1: 157,000 shares; 2025Q2: 154,000 shares; 2025Q3: 136,000 shares; 2025Q4: 72,000 shares 72,000 $267K <0.01% -64,000 NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: 2,980 shares; 2025Q3: 3,435 shares; 2025Q4: 3,496 shares 3,496 $267K <0.01% +61 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS 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: 1,498 shares; 2025Q3: 1,656 shares; 2025Q4: 1,596 shares 1,596 $267K <0.01% -60 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: not reported; 2024Q4: 15,435 shares; 2025Q1: 11,779 shares; 2025Q2: 12,998 shares; 2025Q3: 17,034 shares; 2025Q4: 19,723 shares 19,723 $267K <0.01% +2,689 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,788 shares; 2025Q4: 25,707 shares 25,707 $267K <0.01% +13,919 Timeline DBEF 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: not reported; 2025Q3: not reported; 2025Q4: 5,539 shares 5,539 $266K <0.01% new Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,762 shares; 2025Q3: 8,254 shares; 2025Q4: 8,908 shares 8,908 $266K <0.01% +654 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 6,909 shares; 2025Q1: 6,925 shares; 2025Q2: 7,191 shares; 2025Q3: 8,546 shares; 2025Q4: 8,737 shares 8,737 $266K <0.01% +191 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,593 shares; 2025Q1: 4,653 shares; 2025Q2: 3,663 shares; 2025Q3: 3,691 shares; 2025Q4: 4,137 shares 4,137 $265K <0.01% +446 Timeline VENTAS RLTY LTD PARTNERSHIP VENTAS RLTY LTD PARTNERSHIP More: the full row for VENTAS RLTY LTD PARTNERSHIP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 126,000 shares; 2025Q1: 148,000 shares; 2025Q2: 181,000 shares; 2025Q3: 204,000 shares; 2025Q4: 193,000 shares 193,000 $265K <0.01% -11,000 BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,316 shares; 2025Q2: 3,988 shares; 2025Q3: 3,888 shares; 2025Q4: 3,874 shares 3,874 $265K <0.01% -14 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,410 shares 3,410 $265K <0.01% new Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,035 shares; 2024Q4: 120,970 shares; 2025Q1: 119,770 shares; 2025Q2: 123,770 shares; 2025Q3: 111,320 shares; 2025Q4: 110,320 shares 110,320 $265K <0.01% -1,000 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,687 shares; 2025Q4: 9,823 shares 9,823 $265K <0.01% +2,136 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,331 shares 11,331 $264K <0.01% new 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: 1,359 shares; 2024Q4: 2,132 shares; 2025Q1: 2,720 shares; 2025Q2: 3,311 shares; 2025Q3: 3,237 shares; 2025Q4: 2,119 shares 2,119 $263K <0.01% -1,118 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,058 shares; 2025Q1: 10,833 shares; 2025Q2: 17,629 shares; 2025Q3: 8,959 shares; 2025Q4: 5,398 shares 5,398 $263K <0.01% -3,561 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,482 shares; 2025Q1: 13,648 shares; 2025Q2: 11,830 shares; 2025Q3: 14,097 shares; 2025Q4: 8,494 shares 8,494 $262K <0.01% -5,603 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,624 shares; 2025Q4: 4,464 shares 4,464 $262K <0.01% -160 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,461 shares; 2025Q3: 13,260 shares; 2025Q4: 13,088 shares 13,088 $260K <0.01% -172 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,630 shares; 2025Q3: 6,256 shares; 2025Q4: 5,515 shares 5,515 $260K <0.01% -741 Timeline