SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 428 shares; 2025Q2: 147 shares; 2025Q3: 176 shares; 2025Q4: 480 shares 480 $96.1K <0.01% +304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,477 shares; 2025Q1: 3,257 shares; 2025Q2: 998 shares; 2025Q3: 1,576 shares; 2025Q4: 1,579 shares 1,579 $95.3K <0.01% +3 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $94.5K <0.01% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,943 shares; 2024Q4: 8,820 shares; 2025Q1: 9,403 shares; 2025Q2: 8,690 shares; 2025Q3: 9,075 shares; 2025Q4: 3,199 shares 3,199 $94K <0.01% -5,876 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 577 shares; 2025Q1: 525 shares; 2025Q2: 285 shares; 2025Q3: 292 shares; 2025Q4: 292 shares 292 $93.9K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 247 shares; 2025Q4: 247 shares 247 $93.8K <0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares 787 $93.5K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,958 shares; 2024Q4: 4,226 shares; 2025Q1: 2,627 shares; 2025Q2: 768 shares; 2025Q3: 860 shares; 2025Q4: 909 shares 909 $93.1K <0.01% +49 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 4,700 shares 4,700 $92.7K <0.01% +3,950 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,282 shares; 2025Q1: 8,282 shares; 2025Q2: 8,282 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares 7,782 $92.2K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,974 shares; 2024Q4: 4,673 shares; 2025Q1: 4,641 shares; 2025Q2: 1,026 shares; 2025Q3: 994 shares; 2025Q4: 870 shares 870 $91.6K <0.01% -124 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,487 shares; 2025Q1: 1,601 shares; 2025Q2: 1,388 shares; 2025Q3: 1,535 shares; 2025Q4: 1,557 shares 1,557 $91.3K <0.01% +22 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,952 shares; 2025Q1: 1,752 shares; 2025Q2: 1,267 shares; 2025Q3: 967 shares; 2025Q4: 765 shares 765 $91.1K <0.01% -202 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 6,895 shares; 2025Q1: 6,695 shares; 2025Q2: 6,157 shares; 2025Q3: 5,812 shares; 2025Q4: 5,495 shares 5,495 $90.3K <0.01% -317 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,073 shares; 2025Q1: 1,010 shares; 2025Q2: 909 shares; 2025Q3: 1,246 shares; 2025Q4: 1,240 shares 1,240 $89.9K <0.01% -6 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 263 shares; 2025Q4: 2,837 shares 2,837 $89.9K <0.01% +2,574 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 2,524 shares; 2025Q4: 2,524 shares 2,524 $89.1K <0.01% 0 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,935 shares 1,935 $89.1K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,115 shares; 2025Q1: 1,125 shares; 2025Q2: 1,149 shares; 2025Q3: 1,205 shares; 2025Q4: 1,132 shares 1,132 $88.7K <0.01% -73 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 705 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $88.6K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 108 shares; 2025Q1: 84 shares; 2025Q2: 88 shares; 2025Q3: 131 shares; 2025Q4: 392 shares 392 $88.2K <0.01% +261 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 1,953 shares; 2025Q1: 1,910 shares; 2025Q2: 1,809 shares; 2025Q3: 1,863 shares; 2025Q4: 1,815 shares 1,815 $88K <0.01% -48 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,746 shares; 2025Q2: 1,913 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares 1,513 $87.6K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 36 shares; 2025Q1: 7,923 shares; 2025Q2: 57 shares; 2025Q3: 5,828 shares; 2025Q4: 340 shares 340 $87.1K <0.01% -5,488 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 3,389 shares; 2025Q1: 8,558 shares; 2025Q2: 2,480 shares; 2025Q3: 2,257 shares; 2025Q4: 2,109 shares 2,109 $86.7K <0.01% -148 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $86.5K <0.01% new Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $86.5K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 603 shares; 2025Q1: 2,429 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares 379 $86.4K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 22 shares; 2025Q1: 81 shares; 2025Q2: 1,212 shares; 2025Q3: 1,124 shares; 2025Q4: 1,299 shares 1,299 $86.3K <0.01% +175 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,348 shares; 2025Q4: 848 shares 848 $86.2K <0.01% -1,500 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 1,895 shares; 2025Q3: 1,963 shares; 2025Q4: 1,850 shares 1,850 $85.5K <0.01% -113 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 665 shares; 2025Q2: 641 shares; 2025Q3: 681 shares; 2025Q4: 643 shares 643 $85.2K <0.01% -38 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 2,059 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares 1,814 $85K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 4,289 shares; 2025Q1: 3,840 shares; 2025Q2: 3,477 shares; 2025Q3: 3,486 shares; 2025Q4: 3,495 shares 3,495 $84.3K <0.01% +9 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,258 shares; 2025Q1: 1,189 shares; 2025Q2: 1,191 shares; 2025Q3: 1,192 shares; 2025Q4: 922 shares 922 $84.3K <0.01% -270 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,561 shares; 2024Q4: 11,009 shares; 2025Q1: 3,508 shares; 2025Q2: 2,528 shares; 2025Q3: 2,827 shares; 2025Q4: 2,971 shares 2,971 $84K <0.01% +144 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 243 shares; 2025Q1: 229 shares; 2025Q2: 138 shares; 2025Q3: 67 shares; 2025Q4: 60 shares 60 $83.9K <0.01% -7 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 4,658 shares; 2025Q1: 6,552 shares; 2025Q2: 3,525 shares; 2025Q3: 3,492 shares; 2025Q4: 3,538 shares 3,538 $83.8K <0.01% +46 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares 1,301 $83.6K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,334 shares; 2025Q1: 5,958 shares; 2025Q2: 6,062 shares; 2025Q3: 6,078 shares; 2025Q4: 7,035 shares 7,035 $83.4K <0.01% +957 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,771 shares; 2025Q1: 3,449 shares; 2025Q2: 3,449 shares; 2025Q3: 2,184 shares; 2025Q4: 2,296 shares 2,296 $83.3K <0.01% +112 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177 shares; 2025Q3: 752 shares; 2025Q4: 1,078 shares 1,078 $83K <0.01% +326 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 653 shares; 2025Q1: 839 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $82.3K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 1,970 shares; 2025Q1: 1,670 shares; 2025Q2: 2,218 shares; 2025Q3: 1,568 shares; 2025Q4: 1,568 shares 1,568 $82.2K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,167 shares; 2025Q1: 1,242 shares; 2025Q2: 1,074 shares; 2025Q3: 920 shares; 2025Q4: 813 shares 813 $82K <0.01% -107 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 7,776 shares; 2025Q1: 8,751 shares; 2025Q2: 8,601 shares; 2025Q3: 6,351 shares; 2025Q4: 3,619 shares 3,619 $81.9K <0.01% -2,732 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,570 shares; 2025Q1: 5,770 shares; 2025Q2: 4,819 shares; 2025Q3: 3,859 shares; 2025Q4: 3,325 shares 3,325 $81.5K <0.01% -534 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,825 shares; 2025Q1: 1,802 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 939 shares 939 $80.5K <0.01% +3 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,501 shares; 2025Q1: 1,444 shares; 2025Q2: 1,481 shares; 2025Q3: 1,428 shares; 2025Q4: 1,341 shares 1,341 $80.5K <0.01% -87 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,260 shares; 2025Q1: 3,280 shares; 2025Q2: 1,710 shares; 2025Q3: 1,695 shares; 2025Q4: 1,192 shares 1,192 $80.3K <0.01% -503 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 205 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 207 shares; 2025Q4: 202 shares 202 $80.3K <0.01% -5 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,729 shares; 2025Q3: 1,717 shares; 2025Q4: 1,637 shares 1,637 $80.2K <0.01% -80 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 719 shares; 2025Q1: 674 shares; 2025Q2: 450 shares; 2025Q3: 444 shares; 2025Q4: 565 shares 565 $79.9K <0.01% +121 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,188 shares; 2025Q1: 3,257 shares; 2025Q2: 1,249 shares; 2025Q3: 885 shares; 2025Q4: 381 shares 381 $79.5K <0.01% -504 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 3,080 shares 3,080 $78.8K <0.01% +9 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares 2,166 $78.7K <0.01% 0 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,157 shares 7,157 $78.7K <0.01% +157 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $78.6K <0.01% 0 Timeline JUNP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares 2,562 $78.3K <0.01% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 12,464 shares; 2025Q1: 12,464 shares; 2025Q2: 12,464 shares; 2025Q3: 12,464 shares; 2025Q4: 12,464 shares 12,464 $78.1K <0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,778 shares; 2025Q1: 7,838 shares; 2025Q2: 7,838 shares; 2025Q3: 8,223 shares; 2025Q4: 7,838 shares 7,838 $77.7K <0.01% -385 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares 558 $77.5K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 464 shares; 2025Q1: 443 shares; 2025Q2: 429 shares; 2025Q3: 855 shares; 2025Q4: 869 shares 869 $76K <0.01% +14 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares 1,128 $75.5K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 1,901 shares; 2025Q1: 1,756 shares; 2025Q2: 1,306 shares; 2025Q3: 1,404 shares; 2025Q4: 1,312 shares 1,312 $75.4K <0.01% -92 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 436 shares; 2025Q4: 413 shares 413 $75.4K <0.01% -23 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,756 shares; 2025Q4: 957 shares 957 $75.3K <0.01% -799 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 721 shares; 2025Q1: 684 shares; 2025Q2: 466 shares; 2025Q3: 519 shares; 2025Q4: 461 shares 461 $74.7K <0.01% -58 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $74.7K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,396 shares; 2025Q1: 2,550 shares; 2025Q2: 1,511 shares; 2025Q3: 1,057 shares; 2025Q4: 1,065 shares 1,065 $74.5K <0.01% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 528 shares; 2025Q1: 859 shares; 2025Q2: 869 shares; 2025Q3: 806 shares; 2025Q4: 617 shares 617 $73.9K <0.01% -189 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,160 shares; 2025Q3: 898 shares; 2025Q4: 805 shares 805 $73.9K <0.01% -93 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 6,574 shares; 2025Q1: 5,565 shares; 2025Q2: 5,455 shares; 2025Q3: 6,510 shares; 2025Q4: 5,911 shares 5,911 $73.6K <0.01% -599 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,788 shares; 2025Q1: 3,278 shares; 2025Q2: 3,256 shares; 2025Q3: 1,978 shares; 2025Q4: 2,009 shares 2,009 $73.6K <0.01% +31 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 6,629 shares; 2025Q3: 6,614 shares; 2025Q4: 769 shares 769 $73.3K <0.01% -5,845 Timeline TDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares 3,039 $73.3K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 16,500 shares; 2025Q1: 13,850 shares; 2025Q2: 14,536 shares; 2025Q3: 6,946 shares; 2025Q4: 9,706 shares 9,706 $73K <0.01% +2,760 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,637 shares; 2024Q4: 23,268 shares; 2025Q1: 23,268 shares; 2025Q2: 14,918 shares; 2025Q3: 15,335 shares; 2025Q4: 14,918 shares 14,918 $72.5K <0.01% -417 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,131 shares; 2025Q3: 1,132 shares; 2025Q4: 8,537 shares 8,537 $71.8K <0.01% +7,405 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 775 shares; 2025Q1: 779 shares; 2025Q2: 345 shares; 2025Q3: 347 shares; 2025Q4: 348 shares 348 $71.4K <0.01% +1 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 200 shares; 2025Q1: 637 shares; 2025Q2: 7,328 shares; 2025Q3: 1,310 shares; 2025Q4: 935 shares 935 $71K <0.01% -375 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 751 shares; 2025Q2: 729 shares; 2025Q3: 913 shares; 2025Q4: 626 shares 626 $70.8K <0.01% -287 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 2,435 shares; 2025Q1: 544 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 546 shares 546 $70.4K <0.01% +3 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,073 shares; 2025Q1: 1,224 shares; 2025Q2: 800 shares; 2025Q3: 802 shares; 2025Q4: 709 shares 709 $70.1K <0.01% -93 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 962 shares; 2025Q1: 690 shares; 2025Q2: 1,090 shares; 2025Q3: 1,190 shares; 2025Q4: 1,556 shares 1,556 $69.8K <0.01% +366 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 306 shares; 2025Q2: 308 shares; 2025Q3: 315 shares; 2025Q4: 333 shares 333 $69.6K <0.01% +18 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 1,445 shares; 2025Q4: 1,467 shares 1,467 $69.1K <0.01% +22 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 453 shares; 2025Q1: 462 shares; 2025Q2: 289 shares; 2025Q3: 270 shares; 2025Q4: 197 shares 197 $69.1K <0.01% -73 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 2,703 shares; 2025Q1: 2,762 shares; 2025Q2: 2,627 shares; 2025Q3: 1,673 shares; 2025Q4: 872 shares 872 $69.1K <0.01% -801 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares 543 $68.8K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 1,185 shares; 2025Q1: 1,199 shares; 2025Q2: 376 shares; 2025Q3: 385 shares; 2025Q4: 477 shares 477 $68.8K <0.01% +92 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 828 shares; 2025Q1: 1,320 shares; 2025Q2: 820 shares; 2025Q3: 830 shares; 2025Q4: 867 shares 867 $68.2K <0.01% +37 Timeline AIVC AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 2,143 shares; 2025Q2: 853 shares; 2025Q3: 1,053 shares; 2025Q4: 1,003 shares 1,003 $68K <0.01% -50 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,337 shares; 2025Q1: 1,287 shares; 2025Q2: 1,123 shares; 2025Q3: 1,293 shares; 2025Q4: 1,397 shares 1,397 $67.8K <0.01% +104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,039 shares; 2025Q1: 1,034 shares; 2025Q2: 1,037 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares 1,034 $67.2K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,063 shares; 2025Q1: 1,103 shares; 2025Q2: 601 shares; 2025Q3: 610 shares; 2025Q4: 516 shares 516 $67.2K <0.01% -94 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares 916 $67.1K <0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 726 shares; 2025Q3: 728 shares; 2025Q4: 769 shares 769 $66.4K <0.01% +41 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 824 shares; 2025Q2: 3,388 shares; 2025Q3: 3,586 shares; 2025Q4: 3,723 shares 3,723 $65.9K <0.01% +137 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,767 shares; 2024Q4: 17,767 shares; 2025Q1: 17,767 shares; 2025Q2: 17,847 shares; 2025Q3: 17,767 shares; 2025Q4: 17,767 shares 17,767 $65.7K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,457 shares; 2025Q1: 4,283 shares; 2025Q2: 4,863 shares; 2025Q3: 4,680 shares; 2025Q4: 3,802 shares 3,802 $65.6K <0.01% -878 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 411 shares; 2025Q1: 3,198 shares; 2025Q2: 354 shares; 2025Q3: 239 shares; 2025Q4: 253 shares 253 $65.5K <0.01% +14 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 509 shares; 2025Q4: 630 shares 630 $65.5K <0.01% +121 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 4,000 shares; 2025Q3: 3,000 shares; 2025Q4: 6,000 shares 6,000 $65.4K <0.01% +3,000 Timeline CPSO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,401 shares 2,401 $65K <0.01% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,420 shares 2,420 $64.9K <0.01% new Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares 1,745 $64.7K <0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 834 shares; 2025Q2: 534 shares; 2025Q3: 1,435 shares; 2025Q4: 773 shares 773 $64.5K <0.01% -662 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,993 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares 2,993 $64.5K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,452 shares; 2025Q1: 4,034 shares; 2025Q2: 1,685 shares; 2025Q3: 1,687 shares; 2025Q4: 1,600 shares 1,600 $64.3K <0.01% -87 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,057 shares; 2025Q3: 10,000 shares; 2025Q4: 11,000 shares 11,000 $64.1K <0.01% +1,000 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: 950 shares; 2025Q2: 981 shares; 2025Q3: 959 shares; 2025Q4: 819 shares 819 $63.9K <0.01% -140 Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 1,900 shares 1,900 $63.8K <0.01% -300 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 158 shares; 2025Q1: 180 shares; 2025Q2: 83 shares; 2025Q3: 92 shares; 2025Q4: 82 shares 82 $63.5K <0.01% -10 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 1,060 shares; 2025Q1: 652 shares; 2025Q2: 591 shares; 2025Q3: 1,633 shares; 2025Q4: 1,113 shares 1,113 $63.3K <0.01% -520 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,096 shares; 2025Q3: 1,335 shares; 2025Q4: 1,093 shares 1,093 $63K <0.01% -242 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 824 shares; 2025Q1: 6,259 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares 2,215 $62.5K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 36,260 shares; 2025Q1: 17,196 shares; 2025Q2: 1,830 shares; 2025Q3: 1,829 shares; 2025Q4: 2,108 shares 2,108 $62.4K <0.01% +279 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,790 shares 2,790 $62.4K <0.01% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 481 shares 481 $62.2K <0.01% +1 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 2,919 shares; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares; 2025Q4: 2,919 shares 2,919 $61.8K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 1,299 shares; 2025Q1: 1,231 shares; 2025Q2: 1,419 shares; 2025Q3: 698 shares; 2025Q4: 705 shares 705 $61.6K <0.01% +7 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 481 shares; 2025Q3: 475 shares; 2025Q4: 481 shares 481 $61.5K <0.01% +6 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 660 shares; 2025Q3: 808 shares; 2025Q4: 808 shares 808 $61.1K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 1,663 shares; 2025Q1: 1,880 shares; 2025Q2: 1,156 shares; 2025Q3: 1,173 shares; 2025Q4: 1,199 shares 1,199 $61K <0.01% +26 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 167 shares; 2025Q1: 169 shares; 2025Q2: 171 shares; 2025Q3: 173 shares; 2025Q4: 676 shares 676 $60.7K <0.01% +503 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 556 shares; 2025Q2: 565 shares; 2025Q3: 681 shares; 2025Q4: 679 shares 679 $60.5K <0.01% -2 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,200 shares; 2025Q1: 750 shares; 2025Q2: 5,315 shares; 2025Q3: 3,810 shares; 2025Q4: 1,700 shares 1,700 $60.4K <0.01% -2,110 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 257 shares; 2025Q3: 332 shares; 2025Q4: 436 shares 436 $60K <0.01% +104 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 143,468 shares; 2025Q1: 3,292 shares; 2025Q2: 5,290 shares; 2025Q3: 2,633 shares; 2025Q4: 2,666 shares 2,666 $59.4K <0.01% +33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,331 shares; 2024Q4: 17,601 shares; 2025Q1: 13,960 shares; 2025Q2: 1,186 shares; 2025Q3: 1,169 shares; 2025Q4: 1,275 shares 1,275 $59.3K <0.01% +106 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 2,890 shares; 2025Q1: 2,920 shares; 2025Q2: 2,710 shares; 2025Q3: 3,789 shares; 2025Q4: 1,955 shares 1,955 $59K <0.01% -1,834 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 12,911 shares; 2025Q1: 11,776 shares; 2025Q2: 687 shares; 2025Q3: 791 shares; 2025Q4: 154 shares 154 $59K <0.01% -637 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $59K <0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 755 shares; 2025Q4: 1,592 shares 1,592 $58.2K <0.01% +837 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 475 shares; 2025Q1: 2,080 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $57.8K <0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 7,311 shares; 2025Q1: 7,501 shares; 2025Q2: 4,479 shares; 2025Q3: 5,080 shares; 2025Q4: 4,481 shares 4,481 $57.8K <0.01% -599 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,011 shares; 2025Q1: 1,012 shares; 2025Q2: 1,144 shares; 2025Q3: 1,154 shares; 2025Q4: 1,171 shares 1,171 $57.6K <0.01% +17 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares 805 $57.4K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 1,134 shares; 2025Q3: 1,031 shares; 2025Q4: 1,266 shares 1,266 $57.2K <0.01% +235 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares 1,086 $57.2K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 1,616 shares; 2025Q1: 1,754 shares; 2025Q2: 1,714 shares; 2025Q3: 1,726 shares; 2025Q4: 2,739 shares 2,739 $57.1K <0.01% +1,013 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,948 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares 1,862 $56.6K <0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,343 shares; 2025Q1: 3,312 shares; 2025Q2: 3,162 shares; 2025Q3: 3,132 shares; 2025Q4: 1,243 shares 1,243 $56.3K <0.01% -1,889 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,953 shares; 2025Q1: 1,922 shares; 2025Q2: 1,490 shares; 2025Q3: 1,330 shares; 2025Q4: 252 shares 252 $56.1K <0.01% -1,078 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 253 shares; 2025Q1: 21,333 shares; 2025Q2: 12,961 shares; 2025Q3: 227 shares; 2025Q4: 231 shares 231 $56K <0.01% +4 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 200 shares; 2025Q3: 1,084 shares; 2025Q4: 916 shares 916 $55.3K <0.01% -168 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 815 shares; 2025Q1: 914 shares; 2025Q2: 855 shares; 2025Q3: 571 shares; 2025Q4: 595 shares 595 $55.1K <0.01% +24 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 1,654 shares; 2025Q2: 354 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $55.1K <0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 13,335 shares; 2025Q1: 12,207 shares; 2025Q2: 7,085 shares; 2025Q3: 1,754 shares; 2025Q4: 1,549 shares 1,549 $54.9K <0.01% -205 Timeline PLTU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 665 shares; 2025Q4: 745 shares 745 $54.8K <0.01% +80 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 457 shares; 2025Q2: 467 shares; 2025Q3: 3,808 shares; 2025Q4: 5,472 shares 5,472 $54.6K <0.01% +1,664 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,225 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $54.4K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 346 shares; 2025Q1: 544 shares; 2025Q2: 402 shares; 2025Q3: 399 shares; 2025Q4: 402 shares 402 $54.4K <0.01% +3 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 4,977 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 312 shares 312 $54.4K <0.01% -40 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $54.3K <0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,352 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares 1,405 $54.2K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 3,290 shares; 2025Q1: 3,509 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares 396 $54.1K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 453 shares; 2025Q1: 478 shares; 2025Q2: 416 shares; 2025Q3: 419 shares; 2025Q4: 395 shares 395 $53.8K <0.01% -24 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares; 2025Q2: 4,537 shares; 2025Q3: 4,537 shares; 2025Q4: 4,537 shares 4,537 $53.7K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,523 shares; 2025Q1: 1,532 shares; 2025Q2: 284 shares; 2025Q3: 158 shares; 2025Q4: 517 shares 517 $53.1K <0.01% +359 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 210 shares; 2025Q1: 482 shares; 2025Q2: 7,476 shares; 2025Q3: 10,912 shares; 2025Q4: 4,349 shares 4,349 $52.9K <0.01% -6,563 Timeline SUNS SUNRISE RLTY TR INC More: the full row for SUNRISE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,763 shares; 2025Q1: 9,763 shares; 2025Q2: 8,431 shares; 2025Q3: 6,431 shares; 2025Q4: 5,598 shares 5,598 $52.8K <0.01% -833 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $52.6K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 908 shares; 2025Q1: 717 shares; 2025Q2: 497 shares; 2025Q3: 557 shares; 2025Q4: 479 shares 479 $52.5K <0.01% -78 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,420 shares; 2025Q2: 1,370 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares 1,323 $52.4K <0.01% 0 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares 1,257 $52.3K <0.01% 0 Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,142 shares; 2025Q2: 12,105 shares; 2025Q3: 18,774 shares; 2025Q4: 12,114 shares 12,114 $52.2K <0.01% -6,660 Timeline APRP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares 1,747 $51.9K <0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares 114 $51.9K <0.01% 0 Timeline NFXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $51.8K <0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 878 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $51.8K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 507 shares; 2025Q3: 508 shares; 2025Q4: 508 shares 508 $51.8K <0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,433 shares; 2025Q1: 6,433 shares; 2025Q2: 5,533 shares; 2025Q3: 5,733 shares; 2025Q4: 3,733 shares 3,733 $51.7K <0.01% -2,000 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 12,025 shares; 2025Q1: 12,029 shares; 2025Q2: 12,656 shares; 2025Q3: 12,656 shares; 2025Q4: 606 shares 606 $51.6K <0.01% -12,050 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 820 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $51.6K <0.01% new Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,731 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,204 shares; 2025Q4: 991 shares 991 $51.5K <0.01% -1,213 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 800 shares 800 $51.3K <0.01% +300 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 203 shares 203 $51.2K <0.01% -122 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,969 shares; 2025Q1: 2,074 shares; 2025Q2: 1,037 shares; 2025Q3: 1,027 shares; 2025Q4: 387 shares 387 $51K <0.01% -640 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 3,109 shares; 2025Q1: 3,012 shares; 2025Q2: 3,083 shares; 2025Q3: 3,344 shares; 2025Q4: 2,874 shares 2,874 $51K <0.01% -470 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $49.8K <0.01% 0 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321 shares 321 $49.8K <0.01% new Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 3,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,497 shares; 2025Q3: 5,500 shares; 2025Q4: 6,560 shares 6,560 $49.5K <0.01% +1,060 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,906 shares; 2025Q1: 1,960 shares; 2025Q2: 1,020 shares; 2025Q3: 790 shares; 2025Q4: 155 shares 155 $49.4K <0.01% -635 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 1,489 shares; 2025Q2: 1,591 shares; 2025Q3: 2,246 shares; 2025Q4: 2,202 shares 2,202 $49.4K <0.01% -44 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 10,379 shares; 2025Q1: 10,645 shares; 2025Q2: 5,994 shares; 2025Q3: 4,442 shares; 2025Q4: 1,470 shares 1,470 $49.3K <0.01% -2,972 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 1,772 shares; 2025Q1: 1,634 shares; 2025Q2: 2,664 shares; 2025Q3: 1,857 shares; 2025Q4: 1,055 shares 1,055 $49.2K <0.01% -802 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 9 shares; 2025Q4: 224 shares 224 $48.8K <0.01% +215 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 558 shares; 2025Q4: 559 shares 559 $48.8K <0.01% +1 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 4,994 shares; 2025Q1: 5,244 shares; 2025Q2: 4,544 shares; 2025Q3: 3,690 shares; 2025Q4: 1,561 shares 1,561 $48.7K <0.01% -2,129 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 1,385 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 406 shares; 2025Q4: 406 shares 406 $48.6K <0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 4,756 shares; 2025Q1: 1,843 shares; 2025Q2: 1,901 shares; 2025Q3: 1,686 shares; 2025Q4: 109 shares 109 $48.6K <0.01% -1,577 DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,315 shares; 2024Q4: 9,315 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215 $48.1K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 142 shares; 2025Q1: 1,281 shares; 2025Q2: 1,251 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $47.9K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $47.9K <0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares 949 $47.6K <0.01% 0 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,334 shares; 2025Q1: 2,338 shares; 2025Q2: 2,369 shares; 2025Q3: 1,739 shares; 2025Q4: 1,738 shares 1,738 $47.5K <0.01% -1 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 464 shares 464 $47.5K <0.01% -72 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 393 shares; 2025Q3: 382 shares; 2025Q4: 700 shares 700 $47.3K <0.01% +318 Timeline URE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $47.1K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 926 shares; 2025Q1: 707 shares; 2025Q2: 567 shares; 2025Q3: 569 shares; 2025Q4: 570 shares 570 $47K <0.01% +1 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $47K <0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 622 shares; 2025Q1: 196 shares; 2025Q2: 135 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $46.8K <0.01% 0 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 9,500 shares; 2025Q3: 4,500 shares; 2025Q4: 10,879 shares 10,879 $46.2K <0.01% +6,379 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $46.1K <0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 992 shares; 2025Q1: 956 shares; 2025Q2: 875 shares; 2025Q3: 964 shares; 2025Q4: 448 shares 448 $46.1K <0.01% -516 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 436 shares; 2025Q1: 466 shares; 2025Q2: 810 shares; 2025Q3: 2,594 shares; 2025Q4: 1,120 shares 1,120 $46.1K <0.01% -1,474 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,749 shares; 2024Q4: 14,932 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 1,404 shares 1,404 $46K <0.01% +1,040 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 214 shares; 2025Q2: 212 shares; 2025Q3: 211 shares; 2025Q4: 228 shares 228 $46K <0.01% +17 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 649 shares; 2025Q1: 909 shares; 2025Q2: 1,040 shares; 2025Q3: 345 shares; 2025Q4: 338 shares 338 $45.9K <0.01% -7 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 3,396 shares; 2025Q3: 2,850 shares; 2025Q4: 3,680 shares 3,680 $45.7K <0.01% +830 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 5,048 shares; 2025Q1: 5,115 shares; 2025Q2: 4,732 shares; 2025Q3: 970 shares; 2025Q4: 971 shares 971 $45.6K <0.01% +1 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,198 shares 2,198 $45.4K <0.01% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 301 shares; 2025Q1: 222 shares; 2025Q2: 427 shares; 2025Q3: 3,895 shares; 2025Q4: 1,621 shares 1,621 $45.4K <0.01% -2,274 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,864 shares; 2025Q1: 1,624 shares; 2025Q2: 516 shares; 2025Q3: 824 shares; 2025Q4: 825 shares 825 $45.3K <0.01% +1 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,895 shares; 2025Q1: 8,960 shares; 2025Q2: 8,520 shares; 2025Q3: 8,520 shares; 2025Q4: 3,060 shares 3,060 $45.2K <0.01% -5,460 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,627 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,771 shares 1,771 $44.7K <0.01% +3 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,306 shares; 2025Q3: 2,348 shares; 2025Q4: 2,389 shares 2,389 $44.3K <0.01% +41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 430 shares; 2025Q1: 475 shares; 2025Q2: 425 shares; 2025Q3: 423 shares; 2025Q4: 418 shares 418 $44.1K <0.01% -5 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 2,070 shares; 2025Q1: 214 shares; 2025Q2: 212 shares; 2025Q3: 214 shares; 2025Q4: 215 shares 215 $44K <0.01% +1 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 138 shares; 2025Q1: 132 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 174 shares 174 $44K <0.01% +33 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 10,295 shares; 2025Q1: 10,645 shares; 2025Q2: 9,330 shares; 2025Q3: 9,330 shares; 2025Q4: 2,000 shares 2,000 $43.8K <0.01% -7,330 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 6,208 shares; 2025Q1: 5,694 shares; 2025Q2: 3,369 shares; 2025Q3: 3,380 shares; 2025Q4: 875 shares 875 $43.8K <0.01% -2,505 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 2,390 shares; 2025Q1: 310 shares; 2025Q2: 4,051 shares; 2025Q3: 386 shares; 2025Q4: 505 shares 505 $43.6K <0.01% +119 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,727 shares; 2025Q1: 1,126 shares; 2025Q2: 894 shares; 2025Q3: 658 shares; 2025Q4: 314 shares 314 $43.4K <0.01% -344 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 550 shares; 2025Q4: 950 shares 950 $43.3K <0.01% +400 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,336 shares; 2025Q1: 1,744 shares; 2025Q2: 1,080 shares; 2025Q3: 1,081 shares; 2025Q4: 905 shares 905 $43.2K <0.01% -176 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,150 shares; 2025Q1: 1,148 shares; 2025Q2: 574 shares; 2025Q3: 576 shares; 2025Q4: 579 shares 579 $43K <0.01% +3 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 6,876 shares; 2025Q1: 7,205 shares; 2025Q2: 7,473 shares; 2025Q3: 7,746 shares; 2025Q4: 7,950 shares 7,950 $43K <0.01% +204 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,605 shares; 2025Q1: 3,705 shares; 2025Q2: 3,805 shares; 2025Q3: 4,639 shares; 2025Q4: 7,506 shares 7,506 $42.9K <0.01% +2,867 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares 1,163 $42.9K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 721 shares; 2025Q1: 681 shares; 2025Q2: 736 shares; 2025Q3: 689 shares; 2025Q4: 733 shares 733 $42.8K <0.01% +44 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,291 shares; 2024Q4: 19,606 shares; 2025Q1: 19,206 shares; 2025Q2: 19,206 shares; 2025Q3: 11,986 shares; 2025Q4: 1,801 shares 1,801 $42.6K <0.01% -10,185 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 511 shares; 2025Q1: 502 shares; 2025Q2: 515 shares; 2025Q3: 516 shares; 2025Q4: 312 shares 312 $42.5K <0.01% -204 Timeline NOVP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,395 shares 1,395 $42.5K <0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 45 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 135 shares 135 $42.4K <0.01% +84 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 370 shares; 2025Q1: 363 shares; 2025Q2: 300 shares; 2025Q3: 424 shares; 2025Q4: 300 shares 300 $42.3K <0.01% -124 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 870 shares; 2025Q1: 717 shares; 2025Q2: 599 shares; 2025Q3: 568 shares; 2025Q4: 475 shares 475 $42.2K <0.01% -93 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,616 shares; 2025Q1: 4,077 shares; 2025Q2: 3,813 shares; 2025Q3: 4,213 shares; 2025Q4: 2,103 shares 2,103 $42.1K <0.01% -2,110 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,140 shares; 2025Q1: 3,753 shares; 2025Q2: 3,820 shares; 2025Q3: 3,789 shares; 2025Q4: 4,149 shares 4,149 $41.9K <0.01% +360 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 160 shares; 2025Q1: 219 shares; 2025Q2: 196 shares; 2025Q3: 240 shares; 2025Q4: 235 shares 235 $41.9K <0.01% -5 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,950 shares; 2025Q4: 1,750 shares 1,750 $41.7K <0.01% -200 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,024 shares; 2025Q1: 2,012 shares; 2025Q2: 1,913 shares; 2025Q3: 1,497 shares; 2025Q4: 888 shares 888 $40.8K <0.01% -609 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 21,714 shares; 2025Q4: 19,236 shares 19,236 $40.4K <0.01% -2,478 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 1,937 shares; 2025Q3: 1,838 shares; 2025Q4: 6,242 shares 6,242 $40.4K <0.01% +4,404 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,313 shares; 2025Q1: 1,312 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 312 shares 312 $40.3K <0.01% -869 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 1,109 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares 725 $40K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 1,080 shares; 2025Q3: 1,078 shares; 2025Q4: 928 shares 928 $39.8K <0.01% -150 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $39.7K <0.01% 0 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares 537 $39.7K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,193 shares; 2025Q1: 864 shares; 2025Q2: 686 shares; 2025Q3: 383 shares; 2025Q4: 388 shares 388 $39.7K <0.01% +5 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 1,982 shares; 2025Q2: 2,599 shares; 2025Q3: 2,349 shares; 2025Q4: 488 shares 488 $39.6K <0.01% -1,861 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,911 shares; 2025Q1: 5,013 shares; 2025Q2: 5,111 shares; 2025Q3: 5,203 shares; 2025Q4: 5,312 shares 5,312 $39.6K <0.01% +109 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,940 shares 4,940 $39.5K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 13,141 shares; 2025Q1: 12,941 shares; 2025Q2: 353 shares; 2025Q3: 356 shares; 2025Q4: 301 shares 301 $39.3K <0.01% -55 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,900 shares 3,900 $39.3K <0.01% +400 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,540 shares; 2025Q3: 2,300 shares; 2025Q4: 2,304 shares 2,304 $39K <0.01% +4 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 798 shares; 2025Q1: 580 shares; 2025Q2: 597 shares; 2025Q3: 582 shares; 2025Q4: 800 shares 800 $39K <0.01% +218 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,578 shares; 2024Q4: 1,025 shares; 2025Q1: 429 shares; 2025Q2: 431 shares; 2025Q3: 430 shares; 2025Q4: 582 shares 582 $38.7K <0.01% +152 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 23 shares; 2025Q2: 21 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $38.7K <0.01% 0 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,594 shares; 2025Q1: 5,594 shares; 2025Q2: 5,594 shares; 2025Q3: 5,594 shares; 2025Q4: 8,334 shares 8,334 $38.7K <0.01% +2,740 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 1,202 shares; 2025Q1: 1,029 shares; 2025Q2: 142 shares; 2025Q3: 141 shares; 2025Q4: 112 shares 112 $38.6K <0.01% -29 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 284 shares; 2025Q1: 49 shares; 2025Q2: 1,952 shares; 2025Q3: 1,234 shares; 2025Q4: 1,200 shares 1,200 $38.5K <0.01% -34 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,099 shares; 2024Q4: 1,166 shares; 2025Q1: 563 shares; 2025Q2: 277 shares; 2025Q3: 268 shares; 2025Q4: 573 shares 573 $38K <0.01% +305 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares 202 $38K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 55 shares; 2025Q1: 2,234 shares; 2025Q2: 449 shares; 2025Q3: 1,959 shares; 2025Q4: 1,012 shares 1,012 $37.9K <0.01% -947 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 203 shares 203 $37.8K <0.01% -12 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,038 shares; 2025Q1: 2,156 shares; 2025Q2: 1,267 shares; 2025Q3: 1,063 shares; 2025Q4: 1,072 shares 1,072 $37.5K <0.01% +9 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,859 shares; 2025Q1: 1,879 shares; 2025Q2: 1,907 shares; 2025Q3: 1,709 shares; 2025Q4: 1,973 shares 1,973 $37.4K <0.01% +264 Timeline UTWY RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares 850 $37K <0.01% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 16,258 shares; 2025Q1: 16,258 shares; 2025Q2: 3,931 shares; 2025Q3: 3,821 shares; 2025Q4: 3,821 shares 3,821 $36.9K <0.01% 0 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 615 shares 615 $36.9K <0.01% +415 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 152 shares; 2025Q1: 157 shares; 2025Q2: 158 shares; 2025Q3: 150 shares; 2025Q4: 176 shares 176 $36.7K <0.01% +26 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 797 shares 797 $36.7K <0.01% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,065 shares 4,065 $36.5K <0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,497 shares; 2024Q4: 43,797 shares; 2025Q1: 45,649 shares; 2025Q2: 41,971 shares; 2025Q3: 41,971 shares; 2025Q4: 14,771 shares 14,771 $36.5K <0.01% -27,200 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: 528 shares; 2025Q2: 527 shares; 2025Q3: 519 shares; 2025Q4: 836 shares 836 $36.4K <0.01% +317 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,832 shares; 2025Q1: 4,146 shares; 2025Q2: 4,146 shares; 2025Q3: 4,146 shares; 2025Q4: 1,832 shares 1,832 $36.4K <0.01% -2,314 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,245 shares; 2025Q1: 2,219 shares; 2025Q2: 2,006 shares; 2025Q3: 1,788 shares; 2025Q4: 1,754 shares 1,754 $36.2K <0.01% -34 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 6,513 shares; 2025Q1: 6,006 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares; 2025Q4: 3,137 shares 3,137 $36K <0.01% -444 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 10,565 shares; 2025Q1: 10,905 shares; 2025Q2: 10,361 shares; 2025Q3: 10,221 shares; 2025Q4: 4,312 shares 4,312 $36K <0.01% -5,909 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,870 shares 1,870 $35.7K <0.01% +470 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares 5,670 $35.7K <0.01% 0 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 674 shares; 2025Q1: 676 shares; 2025Q2: 679 shares; 2025Q3: 681 shares; 2025Q4: 683 shares 683 $35.2K <0.01% +2 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares 694 $35.2K <0.01% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 100 shares; 2025Q4: 350 shares 350 $35.1K <0.01% +250 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 1,720 shares 1,720 $35.1K <0.01% +1,505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100 $35K <0.01% new Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $34.8K <0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares 528 $34.8K <0.01% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 954 shares; 2025Q1: 1,611 shares; 2025Q2: 796 shares; 2025Q3: 847 shares; 2025Q4: 849 shares 849 $34.7K <0.01% +2 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares 1,421 $34.7K <0.01% 0 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 4,660 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares 4,660 $34.5K <0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 849 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,084 shares; 2025Q4: 849 shares 849 $34.5K <0.01% -235 Timeline PSIL ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,484 shares; 2025Q1: 2,489 shares; 2025Q2: 2,491 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $34.3K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 4,366 shares; 2025Q1: 4,146 shares; 2025Q2: 4,042 shares; 2025Q3: 2,606 shares; 2025Q4: 829 shares 829 $34.3K <0.01% -1,777 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 1,035 shares; 2025Q2: 518 shares; 2025Q3: 294 shares; 2025Q4: 246 shares 246 $34.2K <0.01% -48 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 1,381 shares; 2025Q3: 1,433 shares; 2025Q4: 1,465 shares 1,465 $34.1K <0.01% +32 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,404 shares 1,404 $34.1K <0.01% +362 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 4,059 shares; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 3,272 shares; 2025Q4: 3,172 shares 3,172 $34K <0.01% -100 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,539 shares; 2025Q1: 2,539 shares; 2025Q2: 2,539 shares; 2025Q3: 1,839 shares; 2025Q4: 3,400 shares 3,400 $34K <0.01% +1,561 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 337 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 337 shares 337 $34K <0.01% +2 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 2,216 shares; 2025Q1: 32,894 shares; 2025Q2: 653 shares; 2025Q3: 707 shares; 2025Q4: 627 shares 627 $33.9K <0.01% -80 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,841 shares; 2025Q1: 3,319 shares; 2025Q2: 3,065 shares; 2025Q3: 3,505 shares; 2025Q4: 261 shares 261 $33.7K <0.01% -3,244 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 1,228 shares 1,228 $33.6K <0.01% +300 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,344 shares; 2024Q4: 11,654 shares; 2025Q1: 11,654 shares; 2025Q2: 11,324 shares; 2025Q3: 8,977 shares; 2025Q4: 3,648 shares 3,648 $33.5K <0.01% -5,329 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,841 shares; 2025Q1: 1,641 shares; 2025Q2: 2,632 shares; 2025Q3: 1,403 shares; 2025Q4: 967 shares 967 $33.3K <0.01% -436 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 8,619 shares; 2025Q1: 8,619 shares; 2025Q2: 3,919 shares; 2025Q3: 3,619 shares; 2025Q4: 3,619 shares 3,619 $33.3K <0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 663 shares; 2025Q2: 637 shares; 2025Q3: 639 shares; 2025Q4: 837 shares 837 $33.2K <0.01% +198 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 900 shares; 2025Q1: 940 shares; 2025Q2: 40 shares; 2025Q3: 240 shares; 2025Q4: 440 shares 440 $33.1K <0.01% +200 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 345 shares; 2025Q4: 346 shares 346 $33.1K <0.01% +1 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 560 shares; 2025Q4: 510 shares 510 $33.1K <0.01% -50 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares 1,297 $33K <0.01% 0 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 468 shares; 2025Q4: 512 shares 512 $32.7K <0.01% +44 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 210 shares; 2025Q3: 227 shares; 2025Q4: 227 shares 227 $32.7K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 351 shares; 2025Q1: 632 shares; 2025Q2: 928 shares; 2025Q3: 918 shares; 2025Q4: 921 shares 921 $32.4K <0.01% +3 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 417 shares; 2025Q1: 7,345 shares; 2025Q2: 607 shares; 2025Q3: 612 shares; 2025Q4: 300 shares 300 $32.3K <0.01% -312 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 2,558 shares 2,558 $32.2K <0.01% +1,023 Timeline EMC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,035 shares; 2025Q4: 1,036 shares 1,036 $31.8K <0.01% +1 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 165 shares; 2025Q1: 272 shares; 2025Q2: 167 shares; 2025Q3: 171 shares; 2025Q4: 124 shares 124 $31.7K <0.01% -47 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 1,970 shares; 2025Q1: 1,870 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 510 shares 510 $31.6K <0.01% -1,315 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,106 shares; 2025Q2: 591 shares; 2025Q3: 609 shares; 2025Q4: 1,166 shares 1,166 $31.6K <0.01% +557 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,598 shares; 2025Q1: 3,968 shares; 2025Q2: 3,758 shares; 2025Q3: 3,758 shares; 2025Q4: 1,313 shares 1,313 $31.4K <0.01% -2,445 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 488 shares; 2025Q2: 432 shares; 2025Q3: 615 shares; 2025Q4: 453 shares 453 $31.4K <0.01% -162 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 95 shares; 2025Q1: 549 shares; 2025Q2: 725 shares; 2025Q3: 531 shares; 2025Q4: 537 shares 537 $31.3K <0.01% +6 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,892 shares; 2025Q1: 6,002 shares; 2025Q2: 6,115 shares; 2025Q3: 1,967 shares; 2025Q4: 1,575 shares 1,575 $31.3K <0.01% -392 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,713 shares; 2025Q1: 2,634 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,649 shares 2,649 $31.1K <0.01% -14 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 216 shares; 2025Q1: 358 shares; 2025Q2: 384 shares; 2025Q3: 395 shares; 2025Q4: 429 shares 429 $30.8K <0.01% +34 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 600 shares 600 $30.7K <0.01% -500 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 406 shares; 2025Q1: 454 shares; 2025Q2: 1,778 shares; 2025Q3: 463 shares; 2025Q4: 419 shares 419 $30.6K <0.01% -44 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,039 shares; 2025Q1: 987 shares; 2025Q2: 871 shares; 2025Q3: 1,134 shares; 2025Q4: 1,055 shares 1,055 $30.6K <0.01% -79 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 452 shares; 2025Q1: 457 shares; 2025Q2: 242 shares; 2025Q3: 294 shares; 2025Q4: 310 shares 310 $30.5K <0.01% +16 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: not reported; 2025Q4: 210 shares 210 $30.5K <0.01% new Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,525 shares; 2025Q1: 9,719 shares; 2025Q2: 9,282 shares; 2025Q3: 9,285 shares; 2025Q4: 3,418 shares 3,418 $30.5K <0.01% -5,867 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares 269 $30.1K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 1,010 shares; 2025Q3: 744 shares; 2025Q4: 594 shares 594 $30K <0.01% -150 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,572 shares 3,572 $29.9K <0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 250 shares; 2025Q3: 254 shares; 2025Q4: 254 shares 254 $29.8K <0.01% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares 168 $29.5K <0.01% 0 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $29.4K <0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,086 shares; 2025Q1: 980 shares; 2025Q2: 894 shares; 2025Q3: 999 shares; 2025Q4: 389 shares 389 $29.4K <0.01% -610 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 747 shares; 2025Q2: 350 shares; 2025Q3: 4,700 shares; 2025Q4: 1,041 shares 1,041 $29.3K <0.01% -3,659 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 204 shares; 2025Q3: 235 shares; 2025Q4: 420 shares 420 $29.3K <0.01% +185 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 525 shares 525 $29.1K <0.01% new Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 707 shares; 2025Q2: 303 shares; 2025Q3: 305 shares; 2025Q4: 202 shares 202 $29K <0.01% -103 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $28.9K <0.01% 0 Timeline EURL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 400 shares; 2025Q4: 700 shares 700 $28.9K <0.01% +300 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 251 shares 251 $28.8K <0.01% +51 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 363 shares; 2025Q1: 276 shares; 2025Q2: 183 shares; 2025Q3: 182 shares; 2025Q4: 210 shares 210 $28.6K <0.01% +28 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 12,732 shares; 2025Q1: 12,867 shares; 2025Q2: not reported; 2025Q3: 12,656 shares; 2025Q4: 5,188 shares 5,188 $28.4K <0.01% -7,468 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,452 shares; 2024Q4: 1,967 shares; 2025Q1: 276 shares; 2025Q2: 216 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167 $28.3K <0.01% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,415 shares; 2025Q2: 4,190 shares; 2025Q3: 8,420 shares; 2025Q4: 2,200 shares 2,200 $28.3K <0.01% -6,220 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 1,971 shares; 2025Q3: 2,181 shares; 2025Q4: 1,971 shares 1,971 $28.3K <0.01% -210 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,425 shares; 2025Q2: 1,117 shares; 2025Q3: 1,119 shares; 2025Q4: 420 shares 420 $28.1K <0.01% -699 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $28K <0.01% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 518 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares 511 $28K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 126 shares; 2025Q1: 171 shares; 2025Q2: 148 shares; 2025Q3: 166 shares; 2025Q4: 159 shares 159 $28K <0.01% -7 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares 962 $28K <0.01% 0 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $27.8K <0.01% 0 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 767 shares; 2025Q2: 781 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $27.8K <0.01% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 262 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 302 shares 302 $27.8K <0.01% +201 Timeline SVXY PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 1,601 shares; 2025Q1: not reported; 2025Q2: 2,701 shares; 2025Q3: not reported; 2025Q4: 501 shares 501 $27.7K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 3,545 shares; 2025Q1: 2,677 shares; 2025Q2: 171 shares; 2025Q3: 144 shares; 2025Q4: 322 shares 322 $27.7K <0.01% +178 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 11,400 shares; 2025Q3: 3,150 shares; 2025Q4: 2,650 shares 2,650 $27.6K <0.01% -500 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 317 shares 317 $27.3K <0.01% +61 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 250 shares; 2025Q1: 251 shares; 2025Q2: 294 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91 $27.2K <0.01% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,097 shares; 2025Q1: 2,339 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 546 shares 546 $27.2K <0.01% +2 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 241 shares; 2025Q1: 238 shares; 2025Q2: 242 shares; 2025Q3: 211 shares; 2025Q4: 200 shares 200 $27.2K <0.01% -11 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,035 shares; 2025Q1: 3,271 shares; 2025Q2: 494 shares; 2025Q3: 1,724 shares; 2025Q4: 1,566 shares 1,566 $27.1K <0.01% -158 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,312 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares 811 $27K <0.01% 0 Timeline BBUC BROOKFIELD BUSINESS HOLDINGS More: the full row for BROOKFIELD BUSINESS HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,105 shares; 2025Q1: 3,105 shares; 2025Q2: 2,935 shares; 2025Q3: 2,785 shares; 2025Q4: 750 shares 750 $26.9K <0.01% -2,035 Timeline AMSF AMERISAFE INC More: the full row for AMERISAFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 715 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $26.9K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 5,300 shares; 2025Q1: 4,891 shares; 2025Q2: 269 shares; 2025Q3: 267 shares; 2025Q4: 269 shares 269 $26.9K <0.01% +2 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 408 shares; 2025Q1: 668 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 448 shares 448 $26.8K <0.01% +398 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 97 shares; 2025Q1: 90 shares; 2025Q2: 81 shares; 2025Q3: 96 shares; 2025Q4: 81 shares 81 $26.8K <0.01% -15 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 166 shares; 2025Q1: 334 shares; 2025Q2: 367 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $26.8K <0.01% 0 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 625 shares 625 $26.7K <0.01% -775 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,055 shares; 2024Q4: 20,662 shares; 2025Q1: 1,238 shares; 2025Q2: 1,038 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $26.7K <0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $26.6K <0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 917 shares; 2025Q4: 917 shares 917 $26.6K <0.01% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,354 shares; 2024Q4: 29,359 shares; 2025Q1: 26,134 shares; 2025Q2: 17,281 shares; 2025Q3: 14,826 shares; 2025Q4: 599 shares 599 $26.5K <0.01% -14,227 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,057 shares; 2025Q1: 12,423 shares; 2025Q2: 8,923 shares; 2025Q3: 8,947 shares; 2025Q4: 2,100 shares 2,100 $26.4K <0.01% -6,847 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares 255 $26.4K <0.01% new Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 283 shares 283 $26.4K <0.01% +251 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,029 shares; 2025Q1: 1,021 shares; 2025Q2: 12 shares; 2025Q3: 293 shares; 2025Q4: 326 shares 326 $26.3K <0.01% +33 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 314 shares 314 $26.3K <0.01% -288 Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 1,701 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares 1,701 $26.2K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 558 shares; 2025Q1: 373 shares; 2025Q2: 366 shares; 2025Q3: 277 shares; 2025Q4: 132 shares 132 $26.2K <0.01% -145 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 139 shares; 2025Q4: 1,489 shares 1,489 $26K <0.01% +1,350 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,363 shares; 2025Q1: 2,831 shares; 2025Q2: 2,691 shares; 2025Q3: 2,740 shares; 2025Q4: 720 shares 720 $25.9K <0.01% -2,020 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 121 shares; 2025Q2: 59 shares; 2025Q3: 83 shares; 2025Q4: 85 shares 85 $25.6K <0.01% +2 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,732 shares; 2025Q1: 1,649 shares; 2025Q2: 1,375 shares; 2025Q3: 1,262 shares; 2025Q4: 934 shares 934 $25.4K <0.01% -328 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 1,145 shares; 2025Q1: 954 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 230 shares 230 $25.4K <0.01% -76 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 2,192 shares; 2025Q1: 476 shares; 2025Q2: 223 shares; 2025Q3: 222 shares; 2025Q4: 264 shares 264 $25.3K <0.01% +42 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,260 shares; 2024Q4: 42,746 shares; 2025Q1: 1,208 shares; 2025Q2: 296 shares; 2025Q3: 265 shares; 2025Q4: 268 shares 268 $25.2K <0.01% +3 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 248 shares; 2025Q1: 235 shares; 2025Q2: 280 shares; 2025Q3: 278 shares; 2025Q4: 289 shares 289 $25.2K <0.01% +11 Timeline AFCG ADVANCED FLOWER CAP INC More: the full row for ADVANCED FLOWER CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 24,800 shares; 2025Q1: 22,800 shares; 2025Q2: 22,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares 8,800 $25.1K <0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 439 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208 $25K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 156 shares; 2025Q1: 132 shares; 2025Q2: 235 shares; 2025Q3: 234 shares; 2025Q4: 157 shares 157 $25K <0.01% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,417 shares; 2025Q1: 251 shares; 2025Q2: 281 shares; 2025Q3: 251 shares; 2025Q4: 275 shares 275 $25K <0.01% +24 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 5,980 shares; 2025Q1: 5,980 shares; 2025Q2: 5,640 shares; 2025Q3: 5,732 shares; 2025Q4: 1,451 shares 1,451 $24.9K <0.01% -4,281 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 709 shares; 2025Q1: 1,026 shares; 2025Q2: 659 shares; 2025Q3: 524 shares; 2025Q4: 282 shares 282 $24.9K <0.01% -242 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 315 shares; 2025Q1: 382 shares; 2025Q2: 831 shares; 2025Q3: 857 shares; 2025Q4: 220 shares 220 $24.8K <0.01% -637 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035 $24.8K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,980 shares; 2025Q1: 1,298 shares; 2025Q2: 1,112 shares; 2025Q3: 1,084 shares; 2025Q4: 1,544 shares 1,544 $24.8K <0.01% +460 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares 252 $24.8K <0.01% 0 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 490 shares; 2025Q4: 490 shares 490 $24.7K <0.01% 0 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 1,635 shares; 2025Q4: 415 shares 415 $24.5K <0.01% -1,220 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 293 shares; 2025Q1: 294 shares; 2025Q2: 296 shares; 2025Q3: 297 shares; 2025Q4: 298 shares 298 $24.5K <0.01% +1 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 964 shares; 2025Q2: 685 shares; 2025Q3: 585 shares; 2025Q4: 585 shares 585 $24.4K <0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 631 shares; 2025Q1: 661 shares; 2025Q2: 668 shares; 2025Q3: 611 shares; 2025Q4: 270 shares 270 $24.3K <0.01% -341 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $24.3K <0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 260 shares; 2025Q1: 168 shares; 2025Q2: 121 shares; 2025Q3: 120 shares; 2025Q4: 88 shares 88 $24.2K <0.01% -32 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 526 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 365 shares; 2025Q4: 350 shares 350 $24.2K <0.01% -15 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547 shares 547 $24.1K <0.01% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 279 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares 277 $24.1K <0.01% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $24.1K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 333 shares; 2025Q2: 315 shares; 2025Q3: 312 shares; 2025Q4: 316 shares 316 $24K <0.01% +4 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 943 shares 943 $24K <0.01% +308 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 12 shares; 2025Q4: 225 shares 225 $23.8K <0.01% +213 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 443 shares 443 $23.8K <0.01% +286 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 958 shares; 2025Q1: 912 shares; 2025Q2: 886 shares; 2025Q3: 566 shares; 2025Q4: 160 shares 160 $23.7K <0.01% -406 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,165 shares; 2025Q1: 2,343 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 530 shares 530 $23.7K <0.01% -1,695 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,796 shares; 2024Q4: 6,808 shares; 2025Q1: 6,894 shares; 2025Q2: 7,044 shares; 2025Q3: 1,486 shares; 2025Q4: 1,200 shares 1,200 $23.7K <0.01% -286 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 1,125 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $23.5K <0.01% 0 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 361 shares; 2025Q1: 321 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares 299 $23.4K <0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 415 shares; 2025Q2: 382 shares; 2025Q3: 620 shares; 2025Q4: 523 shares 523 $23.4K <0.01% -97 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 17,000 shares; 2025Q1: 17,200 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares; 2025Q4: 3,800 shares 3,800 $23.4K <0.01% -12,450 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 605 shares; 2025Q1: 420 shares; 2025Q2: 363 shares; 2025Q3: 358 shares; 2025Q4: 364 shares 364 $23.3K <0.01% +6 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 140 shares; 2025Q1: 640 shares; 2025Q2: 140 shares; 2025Q3: 141 shares; 2025Q4: 437 shares 437 $23.2K <0.01% +296 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 400 shares; 2025Q1: 391 shares; 2025Q2: 1,258 shares; 2025Q3: 172 shares; 2025Q4: 261 shares 261 $23K <0.01% +89 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,251 shares; 2024Q4: 6,518 shares; 2025Q1: 6,340 shares; 2025Q2: 251 shares; 2025Q3: 293 shares; 2025Q4: 273 shares 273 $22.9K <0.01% -20 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares 821 $22.9K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 3,904 shares; 2025Q1: 3,877 shares; 2025Q2: 2,550 shares; 2025Q3: 11 shares; 2025Q4: 14 shares 14 $22.8K <0.01% +3 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,353 shares; 2025Q1: 1,357 shares; 2025Q2: 1,361 shares; 2025Q3: 1,365 shares; 2025Q4: 1,205 shares 1,205 $22.7K <0.01% -160 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 272 shares; 2025Q4: 306 shares 306 $22.6K <0.01% +34 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 627 shares 627 $22.6K <0.01% +73 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 494 shares 494 $22.6K <0.01% new Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares 2,240 $22.5K <0.01% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 621 shares 621 $22.5K <0.01% +604 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $22.4K <0.01% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $22.4K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 202 shares; 2025Q4: 401 shares 401 $22.4K <0.01% +199 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 14,040 shares; 2025Q1: 13,938 shares; 2025Q2: 9,016 shares; 2025Q3: 485 shares; 2025Q4: 57 shares 57 $22.3K <0.01% -428 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 202 shares; 2025Q1: 135 shares; 2025Q2: 138 shares; 2025Q3: 139 shares; 2025Q4: 129 shares 129 $22.3K <0.01% -10 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157 $22.3K <0.01% 0 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 21 shares; 2025Q1: 24 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 5 shares 5 $22.2K <0.01% -18 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,530 shares; 2025Q2: 1,449 shares; 2025Q3: 1,527 shares; 2025Q4: 594 shares 594 $22.1K <0.01% -933 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,786 shares; 2024Q4: 65,958 shares; 2025Q1: 61,218 shares; 2025Q2: 42,910 shares; 2025Q3: 32,002 shares; 2025Q4: 450 shares 450 $22K <0.01% -31,552 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 263 shares; 2025Q3: 50 shares; 2025Q4: 1,000 shares 1,000 $21.9K <0.01% +950 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 5,185 shares; 2025Q1: 7,625 shares; 2025Q2: 7,215 shares; 2025Q3: 7,565 shares; 2025Q4: 2,095 shares 2,095 $21.9K <0.01% -5,470 Timeline WTIU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,312 shares 2,312 $21.9K <0.01% +1 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares 419 $21.8K <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 6,336 shares; 2025Q1: 6,296 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $21.8K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 777 shares; 2025Q1: 644 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 822 shares 822 $21.8K <0.01% +312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,729 shares; 2025Q1: 1,752 shares; 2025Q2: 1,792 shares; 2025Q3: 1,969 shares; 2025Q4: 763 shares 763 $21.5K <0.01% -1,206 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 931 shares; 2025Q1: 479 shares; 2025Q2: 409 shares; 2025Q3: 491 shares; 2025Q4: 450 shares 450 $21.5K <0.01% -41 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares 2,200 $21.4K <0.01% new Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 268 shares; 2025Q2: 243 shares; 2025Q3: 397 shares; 2025Q4: 458 shares 458 $21.4K <0.01% +61 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339 $21.3K <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,570 shares; 2025Q1: 7,930 shares; 2025Q2: 3,555 shares; 2025Q3: 8,400 shares; 2025Q4: 2,080 shares 2,080 $21.2K <0.01% -6,320 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $21.2K <0.01% 0 Timeline SNPG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 417 shares; 2025Q1: 418 shares; 2025Q2: 480 shares; 2025Q3: 353 shares; 2025Q4: 398 shares 398 $21.2K <0.01% +45 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,134 shares; 2025Q1: 2,668 shares; 2025Q2: 1,071 shares; 2025Q3: 709 shares; 2025Q4: 1,109 shares 1,109 $21.2K <0.01% +400 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $21.2K <0.01% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,139 shares; 2025Q3: 1,164 shares; 2025Q4: 306 shares 306 $21.1K <0.01% -858 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 543 shares; 2025Q1: 546 shares; 2025Q2: 548 shares; 2025Q3: 551 shares; 2025Q4: 554 shares 554 $21.1K <0.01% +3 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares 2,415 $21.1K <0.01% 0 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,365 shares 4,365 $21K <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 407 shares; 2025Q1: 327 shares; 2025Q2: 331 shares; 2025Q3: 321 shares; 2025Q4: 332 shares 332 $20.9K <0.01% +11 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $20.9K <0.01% 0 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,520 shares; 2025Q3: 4,980 shares; 2025Q4: 1,300 shares 1,300 $20.7K <0.01% -3,680 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,010 shares; 2025Q1: 23,423 shares; 2025Q2: not reported; 2025Q3: 3,330 shares; 2025Q4: 4,000 shares 4,000 $20.6K <0.01% +670 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 498 shares; 2025Q1: 313 shares; 2025Q2: 196 shares; 2025Q3: 815 shares; 2025Q4: 1,367 shares 1,367 $20.6K <0.01% +552 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 284 shares; 2025Q4: 284 shares 284 $20.5K <0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 300 shares; 2025Q1: 430 shares; 2025Q2: 3,740 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $20.5K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 630 shares; 2025Q1: 638 shares; 2025Q2: 451 shares; 2025Q3: 456 shares; 2025Q4: 758 shares 758 $20.5K <0.01% +302 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,278 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares 1,205 $20.4K <0.01% 0 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 1,075 shares; 2025Q4: 230 shares 230 $20.2K <0.01% -845 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,489 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares 226 $20.2K <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,599 shares; 2025Q1: 4,005 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 462 shares 462 $20.2K <0.01% -1,438 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 863 shares; 2025Q1: 17,254 shares; 2025Q2: 511 shares; 2025Q3: 408 shares; 2025Q4: 313 shares 313 $20.1K <0.01% -95 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 69 shares; 2025Q2: 547 shares; 2025Q3: 251 shares; 2025Q4: 131 shares 131 $20.1K <0.01% -120 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares 59 $20.1K <0.01% 0 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 950 shares; 2025Q2: 750 shares; 2025Q3: 753 shares; 2025Q4: 750 shares 750 $20K <0.01% -3 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 343 shares; 2025Q1: 332 shares; 2025Q2: 200 shares; 2025Q3: 238 shares; 2025Q4: 247 shares 247 $19.9K <0.01% +9 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 500 shares; 2025Q1: 419 shares; 2025Q2: 409 shares; 2025Q3: 390 shares; 2025Q4: 251 shares 251 $19.8K <0.01% -139 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 578 shares; 2025Q1: 398 shares; 2025Q2: 222 shares; 2025Q3: 496 shares; 2025Q4: 820 shares 820 $19.8K <0.01% +324 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,455 shares; 2025Q1: 4,560 shares; 2025Q2: 4,310 shares; 2025Q3: 6,010 shares; 2025Q4: 1,550 shares 1,550 $19.7K <0.01% -4,460 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 174 shares; 2025Q2: 199 shares; 2025Q3: 185 shares; 2025Q4: 212 shares 212 $19.7K <0.01% +27 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 374 shares; 2025Q1: 873 shares; 2025Q2: 220 shares; 2025Q3: 188 shares; 2025Q4: 194 shares 194 $19.6K <0.01% +6 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 2,089 shares; 2025Q1: 2,531 shares; 2025Q2: 2,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares 1,089 $19.5K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 2,996 shares; 2025Q1: 530 shares; 2025Q2: 544 shares; 2025Q3: 551 shares; 2025Q4: 558 shares 558 $19.4K <0.01% +7 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 642 shares; 2025Q2: 427 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $19.3K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 319 shares; 2025Q1: 378 shares; 2025Q2: 612 shares; 2025Q3: 400 shares; 2025Q4: 304 shares 304 $19.3K <0.01% -96 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,406 shares; 2025Q1: 822 shares; 2025Q2: 291 shares; 2025Q3: 313 shares; 2025Q4: 691 shares 691 $19.3K <0.01% +378 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares 365 $19.2K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,843 shares; 2025Q1: 3,143 shares; 2025Q2: 2,290 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares 2,130 $19.1K <0.01% 0 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,599 shares; 2025Q1: 4,320 shares; 2025Q2: 4,001 shares; 2025Q3: 4,454 shares; 2025Q4: 1,714 shares 1,714 $19.1K <0.01% -2,740 Timeline