DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 168,815 shares; 2024Q3: 168,148 shares; 2024Q4: 169,169 shares; 2025Q1: 164,074 shares; 2025Q2: 165,444 shares; 2025Q3: 169,068 shares 169,068 $11.5M 5.45% +3,624 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 109,641 shares; 2024Q3: 111,103 shares; 2024Q4: 115,065 shares; 2025Q1: 117,468 shares; 2025Q2: 125,524 shares; 2025Q3: 126,526 shares 126,526 $11.2M 5.31% +1,002 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 112,826 shares; 2024Q3: 112,944 shares; 2024Q4: 116,350 shares; 2025Q1: 114,598 shares; 2025Q2: 114,526 shares; 2025Q3: 116,495 shares 116,495 $10.4M 4.94% +1,969 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,323 shares; 2024Q3: 14,959 shares; 2024Q4: 14,914 shares; 2025Q1: 15,963 shares; 2025Q2: 15,942 shares; 2025Q3: 15,637 shares 15,637 $10.4M 4.94% -305 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 191,765 shares; 2024Q3: 194,228 shares; 2024Q4: 203,524 shares; 2025Q1: 198,529 shares; 2025Q2: 204,660 shares; 2025Q3: 203,479 shares 203,479 $9.38M 4.45% -1,181 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 278,496 shares; 2024Q3: 282,174 shares; 2024Q4: 285,993 shares; 2025Q1: 289,754 shares; 2025Q2: 289,365 shares; 2025Q3: 291,631 shares 291,631 $9.2M 4.36% +2,266 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 308,958 shares; 2024Q3: 310,125 shares; 2024Q4: 318,459 shares; 2025Q1: 317,122 shares; 2025Q2: 318,798 shares; 2025Q3: 282,482 shares 282,482 $8.93M 4.23% -36,316 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 119,563 shares; 2024Q3: 123,936 shares; 2024Q4: 127,644 shares; 2025Q1: 160,468 shares; 2025Q2: 228,440 shares; 2025Q3: 240,576 shares 240,576 $8.63M 4.09% +12,136 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 123,479 shares; 2024Q3: 124,674 shares; 2024Q4: 131,465 shares; 2025Q1: 134,015 shares; 2025Q2: 136,512 shares; 2025Q3: 142,727 shares 142,727 $8.27M 3.92% +6,215 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 352,572 shares; 2024Q3: 240,159 shares; 2024Q4: 237,862 shares; 2025Q1: 213,262 shares; 2025Q2: 209,531 shares; 2025Q3: 199,303 shares 199,303 $5.9M 2.8% -10,228 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 81,537 shares; 2024Q3: 81,140 shares; 2024Q4: 81,629 shares; 2025Q1: 76,658 shares; 2025Q2: 77,647 shares; 2025Q3: 78,626 shares 78,626 $5.13M 2.43% +979 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 72,982 shares; 2024Q4: 72,170 shares; 2025Q1: 74,981 shares; 2025Q2: 74,447 shares; 2025Q3: 66,822 shares 66,822 $4.32M 2.05% -7,625 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,433 shares; 2024Q3: 53,181 shares; 2024Q4: 54,797 shares; 2025Q1: 49,700 shares; 2025Q2: 48,097 shares; 2025Q3: 45,764 shares 45,764 $3.5M 1.66% -2,333 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 90,300 shares; 2024Q3: 90,300 shares; 2024Q4: 90,500 shares; 2025Q1: 90,900 shares; 2025Q2: 89,900 shares; 2025Q3: 89,900 shares 89,900 $3.3M 1.56% 0 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 800,000 shares; 2024Q3: 700,000 shares; 2024Q4: 665,000 shares; 2025Q1: 650,000 shares; 2025Q2: 550,000 shares; 2025Q3: 465,000 shares 465,000 $2.44M 1.16% -85,000 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 195,249 shares; 2024Q3: 188,811 shares; 2024Q4: 163,872 shares; 2025Q1: 153,573 shares; 2025Q2: 139,611 shares; 2025Q3: 128,398 shares 128,398 $2.02M 0.96% -11,213 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 84,250 shares; 2024Q3: 84,248 shares; 2024Q4: 84,248 shares; 2025Q1: 80,682 shares; 2025Q2: 73,382 shares; 2025Q3: 72,682 shares 72,682 $2M 0.95% -700 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,430 shares; 2024Q3: 19,031 shares; 2024Q4: 17,883 shares; 2025Q1: 17,732 shares; 2025Q2: 15,330 shares; 2025Q3: 14,153 shares 14,153 $2M 0.95% -1,177 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 382,925 shares; 2024Q3: 382,923 shares; 2024Q4: 382,923 shares; 2025Q1: 363,182 shares; 2025Q2: 333,082 shares; 2025Q3: 310,682 shares 310,682 $1.83M 0.87% -22,400 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 193,700 shares; 2024Q3: 193,698 shares; 2024Q4: 192,450 shares; 2025Q1: 187,700 shares; 2025Q2: 176,700 shares; 2025Q3: 175,300 shares 175,300 $1.77M 0.84% -1,400 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,880 shares; 2024Q3: 17,899 shares; 2024Q4: 28,119 shares; 2025Q1: 27,675 shares; 2025Q2: 28,676 shares; 2025Q3: 28,773 shares 28,773 $1.7M 0.81% +97 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 235,825 shares; 2024Q3: 234,948 shares; 2024Q4: 234,948 shares; 2025Q1: 220,032 shares; 2025Q2: 216,232 shares; 2025Q3: 208,232 shares 208,232 $1.63M 0.77% -8,000 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 142,700 shares; 2024Q3: 142,700 shares; 2024Q4: 142,700 shares; 2025Q1: 140,700 shares; 2025Q2: 140,100 shares; 2025Q3: 138,500 shares 138,500 $1.57M 0.74% -1,600 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 83,300 shares; 2024Q3: 83,300 shares; 2024Q4: 83,300 shares; 2025Q1: 81,300 shares; 2025Q2: 81,300 shares; 2025Q3: 80,400 shares 80,400 $1.53M 0.73% -900 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 101,270 shares; 2024Q3: 101,169 shares; 2024Q4: 100,770 shares; 2025Q1: 101,670 shares; 2025Q2: 90,670 shares; 2025Q3: 89,470 shares 89,470 $1.53M 0.72% -1,200 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 552,621 shares; 2024Q3: 556,820 shares; 2024Q4: 557,231 shares; 2025Q1: 540,420 shares; 2025Q2: 524,493 shares; 2025Q3: 522,967 shares 522,967 $1.44M 0.68% -1,526 Timeline RSSS RESEARCH SOLUTIONS INC More: the full row for RESEARCH SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 405,200 shares; 2024Q3: 402,698 shares; 2024Q4: 376,900 shares; 2025Q1: 359,418 shares; 2025Q2: 360,818 shares; 2025Q3: 356,818 shares 356,818 $1.33M 0.63% -4,000 Timeline NTIC NORTHERN TECHNOLOGIES INTL C More: the full row for NORTHERN TECHNOLOGIES INTL C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 206,854 shares; 2024Q3: 203,920 shares; 2024Q4: 198,948 shares; 2025Q1: 185,785 shares; 2025Q2: 173,453 shares; 2025Q3: 172,047 shares 172,047 $1.33M 0.63% -1,406 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,400 shares; 2024Q3: 28,366 shares; 2024Q4: 28,300 shares; 2025Q1: 25,300 shares; 2025Q2: 25,100 shares; 2025Q3: 24,700 shares 24,700 $1.31M 0.62% -400 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,344 shares; 2024Q3: 60,361 shares; 2024Q4: 60,373 shares; 2025Q1: 54,963 shares; 2025Q2: 54,963 shares; 2025Q3: 52,854 shares 52,854 $1.25M 0.59% -2,109 Timeline MPAA MOTORCAR PTS AMER INC More: the full row for MOTORCAR PTS AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78,050 shares; 2024Q3: 77,548 shares; 2024Q4: 76,598 shares; 2025Q1: 73,832 shares; 2025Q2: 73,332 shares; 2025Q3: 73,032 shares 73,032 $1.21M 0.57% -300 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 12,000 shares; 2025Q3: 14,000 shares 14,000 $1.18M 0.56% +2,000 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 236,350 shares; 2024Q3: 235,350 shares; 2024Q4: 235,350 shares; 2025Q1: 227,550 shares; 2025Q2: 226,050 shares; 2025Q3: 223,550 shares 223,550 $1.17M 0.56% -2,500 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,945 shares; 2024Q3: 13,956 shares; 2024Q4: 12,671 shares; 2025Q1: 12,538 shares; 2025Q2: 13,838 shares; 2025Q3: 13,779 shares 13,779 $1.16M 0.55% -59 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,605 shares; 2024Q3: 40,606 shares; 2024Q4: 30,606 shares; 2025Q1: 28,606 shares; 2025Q2: 26,606 shares; 2025Q3: 26,607 shares 26,607 $1.08M 0.51% +1 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,775 shares; 2024Q3: 54,475 shares; 2024Q4: 50,000 shares; 2025Q1: 48,000 shares; 2025Q2: 47,000 shares; 2025Q3: 46,300 shares 46,300 $1.06M 0.5% -700 Timeline FSI FLEXIBLE SOLUTIONS INTL INC More: the full row for FLEXIBLE SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 132,145 shares; 2024Q3: 132,145 shares; 2024Q4: 117,855 shares; 2025Q1: 110,000 shares; 2025Q2: 110,000 shares; 2025Q3: 107,600 shares 107,600 $1.04M 0.49% -2,400 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,072 shares; 2024Q3: 5,006 shares; 2024Q4: 4,970 shares; 2025Q1: 4,375 shares; 2025Q2: 4,305 shares; 2025Q3: 4,342 shares 4,342 $1.01M 0.48% +37 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,690 shares; 2024Q3: 23,290 shares; 2024Q4: 23,290 shares; 2025Q1: 24,790 shares; 2025Q2: 24,490 shares; 2025Q3: 23,690 shares 23,690 $1M 0.48% -800 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,500 shares; 2024Q3: 38,500 shares; 2024Q4: 44,000 shares; 2025Q1: 81,300 shares; 2025Q2: 91,300 shares; 2025Q3: 96,800 shares 96,800 $1M 0.48% +5,500 Timeline DLHC DLH HLDGS CORP More: the full row for DLH HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 218,775 shares; 2024Q3: 218,299 shares; 2024Q4: 216,850 shares; 2025Q1: 208,034 shares; 2025Q2: 180,400 shares; 2025Q3: 170,200 shares 170,200 $962K 0.46% -10,200 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 63,571 shares; 2024Q3: 63,577 shares; 2024Q4: 67,783 shares; 2025Q1: 68,141 shares; 2025Q2: 78,075 shares; 2025Q3: 78,702 shares 78,702 $952K 0.45% +627 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 188,894 shares; 2024Q3: 189,942 shares; 2024Q4: 190,797 shares; 2025Q1: 162,327 shares; 2025Q2: 160,927 shares; 2025Q3: 159,440 shares 159,440 $917K 0.43% -1,487 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 44,200 shares; 2024Q3: 43,199 shares; 2024Q4: 42,800 shares; 2025Q1: 40,800 shares; 2025Q2: 39,800 shares; 2025Q3: 38,800 shares 38,800 $912K 0.43% -1,000 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,832 shares; 2024Q3: 4,204 shares; 2024Q4: 4,199 shares; 2025Q1: 3,724 shares; 2025Q2: 3,624 shares; 2025Q3: 3,615 shares 3,615 $880K 0.42% -9 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,204 shares; 2024Q3: 14,437 shares; 2024Q4: 13,959 shares; 2025Q1: 13,134 shares; 2025Q2: 12,771 shares; 2025Q3: 12,746 shares 12,746 $872K 0.41% -25 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,164 shares; 2024Q3: 3,145 shares; 2024Q4: 2,963 shares; 2025Q1: 2,874 shares; 2025Q2: 2,752 shares; 2025Q3: 2,742 shares 2,742 $865K 0.41% -10 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,850 shares; 2024Q3: 48,266 shares; 2024Q4: 38,100 shares; 2025Q1: 34,400 shares; 2025Q2: 27,400 shares; 2025Q3: 26,200 shares 26,200 $853K 0.4% -1,200 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 198,887 shares; 2024Q3: 199,054 shares; 2024Q4: 197,801 shares; 2025Q1: 194,468 shares; 2025Q2: 178,356 shares; 2025Q3: 176,316 shares 176,316 $850K 0.4% -2,040 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 79,000 shares; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 105,500 shares; 2025Q2: 104,900 shares; 2025Q3: 125,100 shares 125,100 $849K 0.4% +20,200 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,325 shares; 2024Q3: 6,970 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares 3,002 $844K 0.4% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,348 shares; 2024Q3: 18,323 shares; 2024Q4: 19,206 shares; 2025Q1: 15,922 shares; 2025Q2: 14,951 shares; 2025Q3: 14,958 shares 14,958 $810K 0.38% +7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,645 shares; 2024Q3: 6,648 shares; 2024Q4: 6,683 shares; 2025Q1: 6,703 shares; 2025Q2: 6,728 shares; 2025Q3: 6,753 shares 6,753 $802K 0.38% +25 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,064 shares; 2024Q3: 9,128 shares; 2024Q4: 9,132 shares; 2025Q1: 8,197 shares; 2025Q2: 7,802 shares; 2025Q3: 7,728 shares 7,728 $784K 0.37% -74 Timeline DHX DHI GROUP INC More: the full row for DHI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 223,938 shares; 2024Q3: 292,600 shares; 2024Q4: 292,600 shares; 2025Q1: 285,900 shares; 2025Q2: 283,100 shares; 2025Q3: 280,300 shares 280,300 $779K 0.37% -2,800 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,819 shares; 2024Q3: 17,819 shares; 2024Q4: 17,819 shares; 2025Q1: 14,259 shares; 2025Q2: 14,397 shares; 2025Q3: 14,398 shares 14,398 $769K 0.36% +1 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,500 shares; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 29,545 shares 29,545 $764K 0.36% +4,545 Timeline STRR STAR EQUITY HOLDINGS INC More: the full row for STAR EQUITY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 62,700 shares; 2024Q3: 62,699 shares; 2024Q4: 61,850 shares; 2025Q1: 62,350 shares; 2025Q2: 62,950 shares; 2025Q3: 66,300 shares 66,300 $737K 0.35% +3,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 87,600 shares 87,600 $729K 0.35% +47,600 Timeline GENC GENCOR INDS INC More: the full row for GENCOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,032 shares; 2024Q3: 50,030 shares; 2024Q4: 50,030 shares; 2025Q1: 52,039 shares; 2025Q2: 49,639 shares; 2025Q3: 49,489 shares 49,489 $724K 0.34% -150 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,531 shares; 2024Q3: 7,481 shares; 2024Q4: 7,527 shares; 2025Q1: 7,527 shares; 2025Q2: 7,659 shares; 2025Q3: 7,659 shares 7,659 $715K 0.34% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,104 shares; 2024Q3: 25,119 shares; 2024Q4: 25,333 shares; 2025Q1: 22,133 shares; 2025Q2: 21,833 shares; 2025Q3: 21,749 shares 21,749 $680K 0.32% -84 Timeline LAKE LAKELAND INDS INC More: the full row for LAKELAND INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,000 shares; 2024Q3: 49,000 shares; 2024Q4: 49,000 shares; 2025Q1: 45,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares 44,000 $651K 0.31% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,871 shares; 2024Q3: 3,850 shares; 2024Q4: 3,857 shares; 2025Q1: 3,636 shares; 2025Q2: 3,413 shares; 2025Q3: 3,404 shares 3,404 $631K 0.3% -9 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,000 shares; 2024Q3: 49,666 shares; 2024Q4: 49,666 shares; 2025Q1: 55,666 shares; 2025Q2: 65,166 shares; 2025Q3: 64,166 shares 64,166 $627K 0.3% -1,000 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 16,600 shares; 2024Q4: 19,600 shares; 2025Q1: 18,900 shares; 2025Q2: 15,650 shares; 2025Q3: 15,350 shares 15,350 $622K 0.29% -300 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,950 shares; 2024Q3: 20,950 shares; 2024Q4: 34,650 shares; 2025Q1: 34,950 shares; 2025Q2: 27,150 shares; 2025Q3: 26,850 shares 26,850 $616K 0.29% -300 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,000 shares; 2024Q3: 20,000 shares; 2024Q4: 15,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 12,000 shares 12,000 $614K 0.29% -1,000 Timeline IMMR IMMERSION CORP More: the full row for IMMERSION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100,826 shares; 2024Q3: 100,855 shares; 2024Q4: 99,682 shares; 2025Q1: 95,344 shares; 2025Q2: 93,301 shares; 2025Q3: 83,301 shares 83,301 $611K 0.29% -10,000 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,487 shares; 2024Q3: 2,473 shares; 2024Q4: 2,479 shares; 2025Q1: 2,205 shares; 2025Q2: 2,153 shares; 2025Q3: 2,137 shares 2,137 $603K 0.29% -16 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,839 shares; 2024Q3: 3,839 shares; 2024Q4: 3,839 shares; 2025Q1: 3,839 shares; 2025Q2: 5,339 shares; 2025Q3: 5,339 shares 5,339 $597K 0.28% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,565 shares; 2024Q3: 7,563 shares; 2024Q4: 7,563 shares; 2025Q1: 6,763 shares; 2025Q2: 6,638 shares; 2025Q3: 6,638 shares 6,638 $589K 0.28% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,637 shares; 2024Q3: 10,784 shares; 2024Q4: 10,814 shares; 2025Q1: 9,790 shares; 2025Q2: 9,228 shares; 2025Q3: 8,912 shares 8,912 $589K 0.28% -316 Timeline USIO USIO INC More: the full row for USIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 380,000 shares; 2024Q3: 468,200 shares; 2024Q4: 478,200 shares; 2025Q1: 458,200 shares; 2025Q2: 415,200 shares; 2025Q3: 413,700 shares 413,700 $587K 0.28% -1,500 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,101 shares; 2024Q3: 5,102 shares; 2024Q4: 5,101 shares; 2025Q1: 5,101 shares; 2025Q2: 5,101 shares; 2025Q3: 12,992 shares 12,992 $579K 0.27% +7,891 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,270 shares; 2024Q3: 1,255 shares; 2024Q4: 1,250 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,178 shares 1,178 $579K 0.27% +1 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 163,967 shares; 2024Q3: 152,533 shares; 2024Q4: 152,235 shares; 2025Q1: 147,235 shares; 2025Q2: 145,140 shares; 2025Q3: 142,670 shares 142,670 $574K 0.27% -2,470 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 5,000 shares; 2025Q1: 16,300 shares; 2025Q2: 16,150 shares; 2025Q3: 15,850 shares 15,850 $549K 0.26% -300 Timeline ARQ ARQ INC More: the full row for ARQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,448 shares; 2024Q3: 75,448 shares; 2024Q4: 75,448 shares; 2025Q1: 65,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares 75,000 $537K 0.25% 0 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 55,800 shares 55,800 $536K 0.25% +35,800 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,971 shares; 2024Q3: 16,998 shares; 2024Q4: 16,898 shares; 2025Q1: 16,710 shares; 2025Q2: 16,610 shares; 2025Q3: 16,610 shares 16,610 $530K 0.25% 0 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,100 shares; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares 4,400 $519K 0.25% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $518K 0.25% 0 Timeline CREX CREATIVE REALITIES INC More: the full row for CREATIVE REALITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,000 shares; 2024Q3: 50,000 shares; 2024Q4: 140,000 shares; 2025Q1: 203,617 shares; 2025Q2: 201,617 shares; 2025Q3: 224,900 shares 224,900 $515K 0.24% +23,283 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,370 shares; 2024Q3: 3,359 shares; 2024Q4: 3,363 shares; 2025Q1: 3,428 shares; 2025Q2: 3,532 shares; 2025Q3: 3,590 shares 3,590 $504K 0.24% +58 Timeline CODA CODA OCTOPUS GROUP INC More: the full row for CODA OCTOPUS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 81,900 shares; 2024Q3: 81,900 shares; 2024Q4: 81,150 shares; 2025Q1: 74,150 shares; 2025Q2: 63,650 shares; 2025Q3: 62,250 shares 62,250 $500K 0.24% -1,400 Timeline HGBL HERITAGE GLOBAL INC More: the full row for HERITAGE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 338,924 shares; 2024Q3: 308,548 shares; 2024Q4: 307,798 shares; 2025Q1: 275,466 shares; 2025Q2: 272,466 shares; 2025Q3: 295,866 shares 295,866 $491K 0.23% +23,400 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,420 shares; 2025Q3: 5,000 shares 5,000 $491K 0.23% -9,420 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,065 shares 39,065 $487K 0.23% new Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,225 shares; 2024Q3: 37,873 shares; 2024Q4: 37,698 shares; 2025Q1: 42,632 shares; 2025Q2: 42,332 shares; 2025Q3: 43,532 shares 43,532 $482K 0.23% +1,200 Timeline OOMA OOMA INC More: the full row for OOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,000 shares; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares 40,000 $480K 0.23% 0 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,650 shares; 2025Q2: 18,350 shares; 2025Q3: 17,950 shares 17,950 $479K 0.23% -400 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,386 shares; 2024Q3: 5,324 shares; 2024Q4: 5,342 shares; 2025Q1: 4,692 shares; 2025Q2: 4,612 shares; 2025Q3: 4,613 shares 4,613 $479K 0.23% +1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,714 shares; 2024Q3: 3,723 shares; 2024Q4: 3,694 shares; 2025Q1: 3,141 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares 3,057 $475K 0.22% 0 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 16,000 shares 16,000 $470K 0.22% +8,000 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 30,746 shares; 2024Q3: 40,765 shares; 2024Q4: 40,379 shares; 2025Q1: 39,254 shares; 2025Q2: 38,825 shares; 2025Q3: 42,974 shares 42,974 $461K 0.22% +4,149 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,179 shares; 2024Q3: 19,416 shares; 2024Q4: 19,938 shares; 2025Q1: 17,948 shares; 2025Q2: 17,625 shares; 2025Q3: 17,717 shares 17,717 $451K 0.21% +92 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,379 shares; 2024Q3: 9,311 shares; 2024Q4: 8,816 shares; 2025Q1: 4,894 shares; 2025Q2: 4,894 shares; 2025Q3: 4,894 shares 4,894 $445K 0.21% 0 Timeline ULBI ULTRALIFE CORP More: the full row for ULTRALIFE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 40,000 shares; 2025Q3: 65,000 shares 65,000 $443K 0.21% +25,000 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,731 shares; 2024Q3: 18,731 shares; 2024Q4: 18,633 shares; 2025Q1: 18,791 shares; 2025Q2: 19,290 shares; 2025Q3: 19,591 shares 19,591 $439K 0.21% +301 Timeline HFFG HF FOODS GROUP INC More: the full row for HF FOODS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,000 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,000 shares; 2025Q3: 156,900 shares 156,900 $433K 0.21% +86,900 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,217 shares; 2024Q3: 4,220 shares; 2024Q4: 4,421 shares; 2025Q1: 4,427 shares; 2025Q2: 4,434 shares; 2025Q3: 4,442 shares 4,442 $426K 0.2% +8 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,732 shares; 2024Q3: 1,562 shares; 2024Q4: 15,777 shares; 2025Q1: 15,901 shares; 2025Q2: 16,076 shares; 2025Q3: 16,488 shares 16,488 $424K 0.2% +412 Timeline BTMD BIOTE CORP More: the full row for BIOTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 73,150 shares; 2024Q4: 103,150 shares; 2025Q1: 105,450 shares; 2025Q2: 127,850 shares; 2025Q3: 140,250 shares 140,250 $421K 0.2% +12,400 Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,100 shares; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 14,000 shares; 2025Q3: 15,000 shares 15,000 $420K 0.2% +1,000 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $413K 0.2% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares 2,414 $409K 0.19% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 65,000 shares 65,000 $403K 0.19% +35,000 Timeline BGSF BGSF INC More: the full row for BGSF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 66,038 shares; 2024Q3: 32,976 shares; 2024Q4: 47,089 shares; 2025Q1: 48,212 shares; 2025Q2: 61,378 shares; 2025Q3: 56,030 shares 56,030 $398K 0.19% -5,348 Timeline SRTS SENSUS HEALTHCARE INC More: the full row for SENSUS HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 130,586 shares; 2024Q3: 125,586 shares; 2024Q4: 125,586 shares; 2025Q1: 125,586 shares; 2025Q2: 125,586 shares; 2025Q3: 125,586 shares 125,586 $394K 0.19% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,730 shares; 2024Q3: 13,173 shares; 2024Q4: 12,050 shares; 2025Q1: 9,650 shares; 2025Q2: 9,283 shares; 2025Q3: 9,266 shares 9,266 $391K 0.19% -17 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,396 shares; 2024Q3: 7,398 shares; 2024Q4: 7,399 shares; 2025Q1: 6,381 shares; 2025Q2: 6,381 shares; 2025Q3: 6,381 shares 6,381 $389K 0.18% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 1,102 shares 1,102 $389K 0.18% new Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $388K 0.18% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,809 shares; 2024Q4: 12,059 shares; 2025Q1: 11,163 shares; 2025Q2: 10,813 shares; 2025Q3: 10,956 shares 10,956 $387K 0.18% +143 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,832 shares; 2024Q3: 8,247 shares; 2024Q4: 9,457 shares; 2025Q1: 8,632 shares; 2025Q2: 8,432 shares; 2025Q3: 8,575 shares 8,575 $387K 0.18% +143 Timeline BRAG BRAGG GAMING GROUP INC More: the full row for BRAGG GAMING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 45,000 shares; 2025Q2: 108,800 shares; 2025Q3: 123,400 shares 123,400 $375K 0.18% +14,600 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,446 shares; 2024Q3: 2,474 shares; 2024Q4: 2,486 shares; 2025Q1: 2,108 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares 2,230 $371K 0.18% 0 Timeline BXC BLUELINX HLDGS INC More: the full row for BLUELINX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $365K 0.17% 0 Timeline HITI HIGH TIDE INC More: the full row for HIGH TIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 125,000 shares; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares 100,000 $363K 0.17% 0 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,000 shares; 2024Q3: 17,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares 35,000 $360K 0.17% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,135 shares 9,135 $358K 0.17% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,273 shares; 2024Q3: 13,293 shares; 2024Q4: 13,314 shares; 2025Q1: 12,661 shares; 2025Q2: 12,517 shares; 2025Q3: 12,962 shares 12,962 $353K 0.17% +445 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,508 shares; 2024Q3: 3,545 shares; 2024Q4: 4,692 shares; 2025Q1: 4,152 shares; 2025Q2: 4,106 shares; 2025Q3: 4,202 shares 4,202 $353K 0.17% +96 Timeline QIPT QUIPT HOME MEDICAL CORP More: the full row for QUIPT HOME MEDICAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 206,900 shares; 2024Q3: 208,166 shares; 2024Q4: 190,400 shares; 2025Q1: 176,000 shares; 2025Q2: 137,799 shares; 2025Q3: 134,300 shares 134,300 $351K 0.17% -3,499 Timeline TPCS TECHPRECISION CORP More: the full row for TECHPRECISION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 95,953 shares; 2024Q3: 80,952 shares; 2024Q4: 73,551 shares; 2025Q1: 77,522 shares; 2025Q2: 77,522 shares; 2025Q3: 65,731 shares 65,731 $350K 0.17% -11,791 Timeline AENT ALLIANCE ENTERTAINMENT HOLDI More: the full row for ALLIANCE ENTERTAINMENT HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,000 shares; 2024Q3: 40,000 shares; 2024Q4: 30,000 shares; 2025Q1: 35,000 shares; 2025Q2: 50,000 shares; 2025Q3: 51,273 shares 51,273 $349K 0.17% +1,273 Timeline TWIN TWIN DISC INC More: the full row for TWIN DISC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 25,000 shares 25,000 $348K 0.17% +5,000 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $348K 0.17% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,007 shares; 2024Q3: 6,111 shares; 2024Q4: 5,185 shares; 2025Q1: 5,241 shares; 2025Q2: 5,156 shares; 2025Q3: 5,265 shares 5,265 $348K 0.16% +109 Timeline TAYD TAYLOR DEVICES INC More: the full row for TAYLOR DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,500 shares; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 7,000 shares 7,000 $343K 0.16% +1,000 Timeline NTWK NETSOL TECHNOLOGIES INC More: the full row for NETSOL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,639 shares; 2024Q3: 20,639 shares; 2024Q4: 50,000 shares; 2025Q1: 60,000 shares; 2025Q2: 65,000 shares; 2025Q3: 71,608 shares 71,608 $340K 0.16% +6,608 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 59,044 shares; 2024Q3: 59,079 shares; 2024Q4: 54,113 shares; 2025Q1: 51,383 shares; 2025Q2: 32,151 shares; 2025Q3: 26,498 shares 26,498 $339K 0.16% -5,653 Timeline MDV MODIV INDUSTRIAL INC More: the full row for MODIV INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,000 shares; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 25,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares 23,000 $337K 0.16% 0 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,877 shares; 2024Q3: 28,877 shares; 2024Q4: 16,877 shares; 2025Q1: 25,009 shares; 2025Q2: 25,009 shares; 2025Q3: 40,000 shares 40,000 $328K 0.16% +14,991 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 12,000 shares; 2025Q3: 5,000 shares 5,000 $326K 0.15% -7,000 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,058 shares; 2024Q3: 1,037 shares; 2024Q4: 1,046 shares; 2025Q1: 1,026 shares; 2025Q2: 935 shares; 2025Q3: 935 shares 935 $323K 0.15% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,765 shares; 2024Q3: 1,530 shares; 2024Q4: 13,259 shares; 2025Q1: 13,259 shares; 2025Q2: 13,435 shares; 2025Q3: 13,713 shares 13,713 $319K 0.15% +278 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,824 shares; 2024Q3: 3,232 shares; 2024Q4: 3,265 shares; 2025Q1: 3,265 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares 3,295 $314K 0.15% 0 Timeline ACNT ASCENT INDUSTRIES CO More: the full row for ASCENT INDUSTRIES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,920 shares; 2024Q3: 20,920 shares; 2024Q4: 20,920 shares; 2025Q1: 20,920 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares 24,000 $309K 0.15% 0 Timeline ASSERTIO HOLDINGS INC ASSERTIO HOLDINGS INC More: the full row for ASSERTIO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 426,850 shares; 2024Q3: 390,149 shares; 2024Q4: 372,899 shares; 2025Q1: 382,066 shares; 2025Q2: 360,316 shares; 2025Q3: 350,316 shares 350,316 $309K 0.15% -10,000 NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,000 shares; 2024Q4: 7,952 shares; 2025Q1: 7,952 shares; 2025Q2: 7,952 shares; 2025Q3: 8,002 shares 8,002 $309K 0.15% +50 Timeline CNTY CENTURY CASINOS INC More: the full row for CENTURY CASINOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 126,250 shares; 2024Q3: 127,250 shares; 2024Q4: 124,800 shares; 2025Q1: 119,700 shares; 2025Q2: 119,200 shares; 2025Q3: 117,700 shares 117,700 $307K 0.15% -1,500 Timeline VTSI VIRTRA INC More: the full row for VIRTRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,000 shares; 2024Q3: 20,000 shares; 2024Q4: 40,000 shares; 2025Q1: 58,264 shares; 2025Q2: 58,264 shares; 2025Q3: 58,264 shares 58,264 $306K 0.15% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,802 shares; 2024Q3: 1,807 shares; 2024Q4: 1,812 shares; 2025Q1: 1,817 shares; 2025Q2: 1,511 shares; 2025Q3: 1,512 shares 1,512 $303K 0.14% +1 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,596 shares; 2024Q3: 2,597 shares; 2024Q4: 2,615 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: 2,598 shares 2,598 $293K 0.14% -20 Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 20,000 shares 20,000 $276K 0.13% +5,000 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $252K 0.12% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 302 shares; 2024Q3: 302 shares; 2024Q4: 305 shares; 2025Q1: 325 shares; 2025Q2: 311 shares; 2025Q3: 311 shares 311 $248K 0.12% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,734 shares; 2024Q3: 7,744 shares; 2024Q4: 6,072 shares; 2025Q1: 5,155 shares; 2025Q2: 5,024 shares; 2025Q3: 4,999 shares 4,999 $220K 0.1% -25 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 50,000 shares 50,000 $215K 0.1% +30,000 Timeline ATLX ATLAS LITHIUM CORP More: the full row for ATLAS LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 45,000 shares 45,000 $214K 0.1% +25,000 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,579 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 2,554 shares 2,554 $203K 0.1% -25 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 770 shares; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 870 shares; 2025Q3: 870 shares 870 $194K 0.09% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,804 shares; 2024Q3: 1,827 shares; 2024Q4: 2,366 shares; 2025Q1: 4,434 shares; 2025Q2: 4,464 shares; 2025Q3: 4,745 shares 4,745 $193K 0.09% +281 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $189K 0.09% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 4,829 shares 4,829 $187K 0.09% +2,529 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $184K 0.09% 0 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,395 shares; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares 2,150 $179K 0.08% 0 Timeline DTST DATA STORAGE CORP More: the full row for DATA STORAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,649 shares; 2024Q3: 25,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 40,000 shares 40,000 $173K 0.08% +5,000 Timeline WFCF WHERE FOOD COMES FROM INC More: the full row for WHERE FOOD COMES FROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,000 shares; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 13,374 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $172K 0.08% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 843 shares; 2024Q3: 853 shares; 2024Q4: 858 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 868 shares 868 $162K 0.08% +5 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,514 shares; 2024Q3: 4,514 shares; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares 4,514 $160K 0.08% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 216 shares; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares 217 $159K 0.08% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 164 shares; 2024Q3: 1,974 shares; 2024Q4: 1,991 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 1,585 shares 1,585 $157K 0.07% -468 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,458 shares; 2024Q3: 1,492 shares; 2024Q4: 1,569 shares; 2025Q1: 1,614 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares 1,509 $155K 0.07% 0 Timeline QRHC QUEST RESOURCE HLDG CORP More: the full row for QUEST RESOURCE HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 129,614 shares; 2024Q3: 127,281 shares; 2024Q4: 127,281 shares; 2025Q1: 140,700 shares; 2025Q2: 120,700 shares; 2025Q3: 90,700 shares 90,700 $141K 0.07% -30,000 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 770 shares; 2024Q3: 751 shares; 2024Q4: 821 shares; 2025Q1: 597 shares; 2025Q2: 567 shares; 2025Q3: 553 shares 553 $141K 0.07% -14 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $134K 0.06% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,757 shares; 2024Q3: 1,762 shares; 2024Q4: 1,768 shares; 2025Q1: 1,771 shares; 2025Q2: 1,776 shares; 2025Q3: 1,781 shares 1,781 $129K 0.06% +5 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,364 shares; 2024Q3: 1,060 shares; 2024Q4: 1,061 shares; 2025Q1: 1,062 shares; 2025Q2: 1,063 shares; 2025Q3: 1,065 shares 1,065 $129K 0.06% +2 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,359 shares; 2024Q3: 1,370 shares; 2024Q4: 1,381 shares; 2025Q1: 1,391 shares; 2025Q2: 1,403 shares; 2025Q3: 1,415 shares 1,415 $126K 0.06% +12 Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $126K 0.06% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 80 shares; 2024Q3: 50 shares; 2024Q4: 73 shares; 2025Q1: 185 shares; 2025Q2: 646 shares; 2025Q3: 646 shares 646 $121K 0.06% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 560 shares; 2024Q3: 560 shares; 2024Q4: 618 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 455 shares 455 $111K 0.05% -50 Timeline RSP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 451 shares; 2024Q3: 453 shares; 2024Q4: 454 shares; 2025Q1: 768 shares; 2025Q2: 770 shares; 2025Q3: 573 shares 573 $109K 0.05% -197 Timeline BODI THE BEACHBODY COMPANY INC More: the full row for THE BEACHBODY COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40,000 shares; 2024Q3: 49,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 25,000 shares; 2025Q3: 18,043 shares 18,043 $107K 0.05% -6,957 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,820 shares; 2025Q2: 12,745 shares; 2025Q3: 5,645 shares 5,645 $106K 0.05% -7,100 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,208 shares; 2024Q3: 1,112 shares; 2024Q4: 1,116 shares; 2025Q1: 1,278 shares; 2025Q2: 866 shares; 2025Q3: 688 shares 688 $100K 0.05% -178 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,500 shares; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares 10,500 $94.1K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 134 shares; 2025Q2: 207 shares; 2025Q3: 207 shares 207 $92.1K 0.04% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 577 shares; 2024Q3: 543 shares; 2024Q4: 577 shares; 2025Q1: 322 shares; 2025Q2: 181 shares; 2025Q3: 176 shares 176 $90.9K 0.04% -5 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 10 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares 2,010 $85.2K 0.04% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,179 shares; 2024Q3: 3,179 shares; 2024Q4: 3,178 shares; 2025Q1: 3,178 shares; 2025Q2: 3,178 shares; 2025Q3: 3,179 shares 3,179 $83.8K 0.04% +1 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,800 shares; 2025Q2: 70,000 shares; 2025Q3: 70,000 shares 70,000 $81.2K 0.04% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 954 shares; 2025Q2: 968 shares; 2025Q3: 969 shares 969 $80K 0.04% +1 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 124 shares 124 $74.6K 0.04% +5 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,019 shares; 2024Q3: 1,028 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares 1,036 $69.9K 0.03% 0 Timeline CGW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares 1,065 $68.4K 0.03% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 227 shares; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 232 shares 232 $68K 0.03% +2 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 305 shares; 2024Q3: 307 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 808 shares 808 $68K 0.03% +500 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 146 shares; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 99 shares 99 $66.2K 0.03% -49 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,818 shares; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares 1,818 $62.7K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 271 shares; 2024Q3: 0 shares; 2024Q4: 2,496 shares; 2025Q1: 2,514 shares; 2025Q2: 2,541 shares; 2025Q3: 2,567 shares 2,567 $62.6K 0.03% +26 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,007 shares; 2024Q3: 1,011 shares; 2024Q4: 1,014 shares; 2025Q1: 1,017 shares; 2025Q2: 1,020 shares; 2025Q3: 1,024 shares 1,024 $60.1K 0.03% +4 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 515 shares; 2024Q3: 520 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares 524 $60.1K 0.03% 0 Timeline MODD MODULAR MED INC COM NEW More: the full row for MODULAR MED INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 85,000 shares; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares 85,000 $59.5K 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 311 shares; 2025Q3: 311 shares 311 $56.7K 0.03% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 322 shares; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 377 shares; 2025Q2: 107 shares; 2025Q3: 107 shares 107 $53.8K 0.03% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 341 shares; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 342 shares; 2025Q3: 343 shares 343 $50.1K 0.02% +1 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 234 shares; 2024Q3: 236 shares; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 240 shares 240 $50.1K 0.02% +2 Timeline JEPI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 783 shares; 2024Q3: 798 shares; 2024Q4: 813 shares; 2025Q1: 828 shares; 2025Q2: 849 shares; 2025Q3: 867 shares 867 $49.5K 0.02% +18 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 97 shares; 2025Q3: 98 shares 98 $48.9K 0.02% +1 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $47.1K 0.02% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,700 shares; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares 3,700 $45.5K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 726 shares; 2024Q3: 735 shares; 2024Q4: 744 shares; 2025Q1: 753 shares; 2025Q2: 862 shares; 2025Q3: 872 shares 872 $44.2K 0.02% +10 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $41.9K 0.02% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 128 shares; 2024Q3: 110 shares; 2024Q4: 190 shares; 2025Q1: 228 shares; 2025Q2: 188 shares; 2025Q3: 188 shares 188 $41.3K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 412 shares; 2024Q3: 415 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 419 shares 419 $39.7K 0.02% +1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 256 shares; 2025Q3: 228 shares 228 $38.4K 0.02% -28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,512 shares; 2024Q3: 2,512 shares; 2024Q4: 2,512 shares; 2025Q1: 2,312 shares; 2025Q2: 2,012 shares; 2025Q3: 1,712 shares 1,712 $36K 0.02% -300 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 115 shares 115 $35.4K 0.02% +1 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares 235 $33.6K 0.02% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 750 shares 750 $31.5K 0.01% -250 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 91 shares; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 122 shares 122 $29.5K 0.01% +31 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $29.3K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 201 shares; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 204 shares 204 $28.9K 0.01% +1 Timeline MCS MARCUS CORP DEL More: the full row for MARCUS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,829 shares; 2024Q3: 1,837 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares 1,843 $28.6K 0.01% 0 Timeline LOAN MANHATTAN BRDG CAP INC More: the full row for MANHATTAN BRDG CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,512 shares; 2024Q3: 32,787 shares; 2024Q4: 31,561 shares; 2025Q1: 29,811 shares; 2025Q2: not reported; 2025Q3: 28,277 shares 28,277 $28.3K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 205 shares; 2024Q3: 207 shares; 2024Q4: 242 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares 209 $25.9K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 169 shares; 2024Q3: 170 shares; 2024Q4: 171 shares; 2025Q1: 172 shares; 2025Q2: 173 shares; 2025Q3: 175 shares 175 $24.5K 0.01% +2 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $24.1K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $23.6K 0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178 shares; 2025Q3: 178 shares 178 $23.6K 0.01% 0 Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,720 shares; 2024Q3: 2,753 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 723 shares; 2025Q3: 533 shares 533 $22.5K 0.01% -190 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49 shares; 2024Q3: 50 shares; 2024Q4: 49 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 47 shares 47 $22.2K 0.01% +1 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 158 shares 158 $22K 0.01% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares 3,740 $18.5K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $17.3K 0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $16.4K 0.01% 0 AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares 46 $15.2K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 525 shares; 2025Q1: 529 shares; 2025Q2: 484 shares; 2025Q3: 546 shares 546 $14.9K 0.01% +62 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares 47 $14.4K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 106 shares 106 $13.7K 0.01% +1 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $13.5K 0.01% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 403 shares; 2024Q3: 28 shares; 2024Q4: 40 shares; 2025Q1: 46 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $13.4K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 65 shares; 2025Q3: 65 shares 65 $13.3K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 210 shares; 2024Q3: 213 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 216 shares 216 $13.2K 0.01% +1 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $13K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares 51 $12.6K 0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares 26 $12.4K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares 61 $12.3K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,014 shares; 2024Q3: 1,014 shares; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,014 shares 1,014 $12.1K 0.01% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares 51 $12.1K 0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 33 shares 33 $10.9K 0.01% +21 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $10.9K 0.01% 0 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 1,350 shares 1,350 $8.57K <0.01% -1,500 Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 201 shares; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 204 shares 204 $8.39K <0.01% +1 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares 31 $8.28K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17 shares; 2024Q3: 10 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 35 shares 35 $8.22K <0.01% -10 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 277 shares; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: 50 shares; 2025Q3: 51 shares 51 $7.61K <0.01% +1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares 22 $7.51K <0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 8 shares 8 $7.41K <0.01% -8 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48 $7.38K <0.01% 0 Timeline INVE INVE TECHNOLOGIES INC More: the full row for INVE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 85,300 shares; 2024Q3: 84,298 shares; 2024Q4: 84,298 shares; 2025Q1: 84,932 shares; 2025Q2: 84,432 shares; 2025Q3: 2,000 shares 2,000 $6.9K <0.01% -82,432 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares 290 $6.6K <0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 422 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 23 shares; 2025Q3: 23 shares 23 $6.42K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $5.24K <0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $5.12K <0.01% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 8 shares 8 $4.92K <0.01% +3 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 27 shares; 2025Q3: 27 shares 27 $4.52K <0.01% 0 Timeline CSANY COSAN S A More: the full row for COSAN S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 970 shares; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares 970 $4.46K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 104 shares; 2024Q3: 107 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares 109 $4.3K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares 38 $3.72K <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares 23 $3.72K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares 55 $3.7K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $3.33K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $3.32K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares 110 $3.28K <0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $3.13K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares 27 $2.97K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $2.95K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares 22 $2.89K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares 29 $2.83K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares 46 $2.56K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $2.46K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares 44 $2.27K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $2.23K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $2.18K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17 $2.18K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $2.17K <0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $2.12K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $2.09K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48 $2.01K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares 21 $1.99K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.94K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares 26 $1.86K <0.01% 0 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 376 shares; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares 76 $1.85K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $1.83K <0.01% 0 Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 272 shares; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares 272 $1.78K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,735 shares; 2025Q1: 14,325 shares; 2025Q2: 14,025 shares; 2025Q3: 65 shares 65 $1.69K <0.01% -13,960 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 119 shares; 2024Q3: 120 shares; 2024Q4: 121 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares 61 $1.61K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $1.56K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $1.53K <0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.53K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares 27 $1.45K <0.01% 0 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 19 shares 19 $1.34K <0.01% +1 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 14 shares 14 $1.34K <0.01% -35 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $1.25K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $1.24K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares 19 $1.13K <0.01% 0 TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares 22 $1.11K <0.01% 0 Timeline RSPA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares 21 $1.07K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $1.06K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares 21 $1.06K <0.01% 0 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $1.02K <0.01% 0 Timeline LFVN LIFEVANTAGE CORP More: the full row for LIFEVANTAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $973 <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $970 <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $615 <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares 10 $615 <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $411 <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $75 <0.01% 0 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $50 <0.01% 0 Timeline