IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,839 shares; 2024Q4: 7,739 shares; 2025Q1: 7,739 shares; 2025Q2: 7,639 shares; 2025Q3: 7,629 shares 7,629 $399K <0.01% -10 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 102 shares; 2025Q2: 364 shares; 2025Q3: 5,384 shares 5,384 $398K <0.01% +5,020 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,054 shares; 2025Q1: 1,378 shares; 2025Q2: 1,347 shares; 2025Q3: 1,380 shares 1,380 $397K <0.01% +33 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 7,575 shares; 2025Q2: 7,705 shares; 2025Q3: 10,055 shares 10,055 $397K <0.01% +2,350 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,800 shares; 2025Q1: 1,801 shares; 2025Q2: 1,812 shares; 2025Q3: 2,068 shares 2,068 $394K <0.01% +256 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,423 shares; 2025Q3: 6,857 shares 6,857 $393K <0.01% +2,434 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,535 shares; 2024Q4: 115,813 shares; 2025Q1: 8,844 shares; 2025Q2: 8,894 shares; 2025Q3: 8,115 shares 8,115 $392K <0.01% -779 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,595 shares; 2025Q1: 10,292 shares; 2025Q2: 10,189 shares; 2025Q3: 9,496 shares 9,496 $390K <0.01% -693 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 12,180 shares; 2025Q1: 408 shares; 2025Q2: 1,687 shares; 2025Q3: 9,487 shares 9,487 $390K <0.01% +7,800 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 606 shares; 2025Q1: 5,384 shares; 2025Q2: 4,797 shares; 2025Q3: 4,791 shares 4,791 $390K <0.01% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,450 shares; 2025Q1: 2,444 shares; 2025Q2: 2,485 shares; 2025Q3: 1,917 shares 1,917 $389K <0.01% -568 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 3,115 shares; 2025Q3: 4,101 shares 4,101 $389K <0.01% +986 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 4,118 shares; 2025Q1: 6,919 shares; 2025Q2: 9,766 shares; 2025Q3: 7,712 shares 7,712 $388K <0.01% -2,054 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 17,918 shares; 2025Q1: 14,822 shares; 2025Q2: 16,983 shares; 2025Q3: 8,736 shares 8,736 $386K <0.01% -8,247 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,930 shares; 2024Q4: 19,267 shares; 2025Q1: 18,450 shares; 2025Q2: 17,939 shares; 2025Q3: 17,796 shares 17,796 $384K <0.01% -143 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,658 shares; 2025Q1: 3,576 shares; 2025Q2: 3,498 shares; 2025Q3: 3,449 shares 3,449 $383K <0.01% -49 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 4,107 shares; 2025Q1: 4,107 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares 5,111 $382K <0.01% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 4,693 shares; 2025Q2: 650 shares; 2025Q3: 19,227 shares 19,227 $382K <0.01% +18,577 Timeline FMF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 10,251 shares; 2025Q1: 10,562 shares; 2025Q2: 9,713 shares; 2025Q3: 7,839 shares 7,839 $382K <0.01% -1,874 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 8,375 shares; 2025Q3: 8,375 shares 8,375 $382K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,699 shares; 2025Q1: 2,799 shares; 2025Q2: 3,349 shares; 2025Q3: 15,686 shares 15,686 $381K <0.01% +12,337 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 4,881 shares; 2025Q1: 6,107 shares; 2025Q2: 5,646 shares; 2025Q3: 5,239 shares 5,239 $381K <0.01% -407 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,949 shares; 2025Q2: 9,884 shares; 2025Q3: 11,533 shares 11,533 $380K <0.01% +1,649 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 3,820 shares; 2025Q3: 7,410 shares 7,410 $380K <0.01% +3,590 Timeline GAPR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,458 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 9,670 shares; 2025Q3: 9,670 shares 9,670 $380K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 4,283 shares; 2025Q2: 4,035 shares; 2025Q3: 5,750 shares 5,750 $379K <0.01% +1,715 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,247 shares; 2024Q4: 45,523 shares; 2025Q1: 45,744 shares; 2025Q2: 32,913 shares; 2025Q3: 42,183 shares 42,183 $378K <0.01% +9,270 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,864 shares; 2024Q4: 14,118 shares; 2025Q1: 14,789 shares; 2025Q2: 11,630 shares; 2025Q3: 23,494 shares 23,494 $378K <0.01% +11,864 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,097 shares; 2024Q4: 32,598 shares; 2025Q1: 47,043 shares; 2025Q2: 29,043 shares; 2025Q3: 28,695 shares 28,695 $378K <0.01% -348 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 3,676 shares; 2025Q1: 1,204 shares; 2025Q2: 1,161 shares; 2025Q3: 1,191 shares 1,191 $376K <0.01% +30 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 1,968 shares; 2025Q1: 1,711 shares; 2025Q2: 1,668 shares; 2025Q3: 969 shares 969 $376K <0.01% -699 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 4,906 shares; 2025Q1: 5,353 shares; 2025Q2: 3,146 shares; 2025Q3: 3,740 shares 3,740 $374K <0.01% +594 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,378 shares; 2025Q1: 1,399 shares; 2025Q2: 4,229 shares; 2025Q3: 11,573 shares 11,573 $373K <0.01% +7,344 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,345 shares; 2025Q3: 5,345 shares 5,345 $372K <0.01% 0 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 1,307 shares; 2025Q1: 2,980 shares; 2025Q2: 7,252 shares; 2025Q3: 8,114 shares 8,114 $372K <0.01% +862 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,582 shares; 2025Q1: 16,251 shares; 2025Q2: 16,268 shares; 2025Q3: 17,371 shares 17,371 $372K <0.01% +1,103 Timeline IQM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,456 shares; 2025Q1: 3,756 shares; 2025Q2: 4,256 shares; 2025Q3: 4,238 shares 4,238 $370K <0.01% -18 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 7,380 shares 7,380 $369K <0.01% -75 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,334 shares; 2025Q1: 2,459 shares; 2025Q2: 3,220 shares; 2025Q3: 3,033 shares 3,033 $368K <0.01% -187 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,359 shares; 2024Q4: 28,533 shares; 2025Q1: 13,771 shares; 2025Q2: 12,742 shares; 2025Q3: 19,440 shares 19,440 $366K <0.01% +6,698 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,727 shares; 2024Q4: 11,727 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares; 2025Q3: 11,377 shares 11,377 $366K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,327 shares; 2025Q1: 2,765 shares; 2025Q2: 4,008 shares; 2025Q3: 4,077 shares 4,077 $365K <0.01% +69 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 5,082 shares; 2025Q1: 5,240 shares; 2025Q2: 5,450 shares; 2025Q3: 5,760 shares 5,760 $365K <0.01% +310 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 8,814 shares; 2025Q1: 8,684 shares; 2025Q2: 8,895 shares; 2025Q3: 8,122 shares 8,122 $365K <0.01% -773 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 247 shares; 2025Q1: 366 shares; 2025Q2: 372 shares; 2025Q3: 244 shares 244 $365K <0.01% -128 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 306 shares; 2025Q1: 313 shares; 2025Q2: 292 shares; 2025Q3: 297 shares 297 $365K <0.01% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,771 shares; 2025Q1: 4,681 shares; 2025Q2: 4,996 shares; 2025Q3: 10,918 shares 10,918 $364K <0.01% +5,922 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,040 shares; 2024Q4: 46,040 shares; 2025Q1: 46,040 shares; 2025Q2: 44,551 shares; 2025Q3: 44,551 shares 44,551 $364K <0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,845 shares; 2025Q2: 2,105 shares; 2025Q3: 2,201 shares 2,201 $364K <0.01% +96 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,438 shares; 2025Q1: 4,123 shares; 2025Q2: 3,731 shares; 2025Q3: 4,376 shares 4,376 $364K <0.01% +645 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 2,311 shares; 2025Q1: 2,964 shares; 2025Q2: 3,207 shares; 2025Q3: 3,487 shares 3,487 $363K <0.01% +280 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,060 shares; 2024Q4: 25,398 shares; 2025Q1: 4,647 shares; 2025Q2: 4,347 shares; 2025Q3: 5,364 shares 5,364 $362K <0.01% +1,017 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,772 shares; 2024Q4: 20,999 shares; 2025Q1: 20,424 shares; 2025Q2: 19,553 shares; 2025Q3: 19,129 shares 19,129 $362K <0.01% -424 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,410 shares; 2025Q1: 5,314 shares; 2025Q2: 4,608 shares; 2025Q3: 4,651 shares 4,651 $361K <0.01% +43 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,907 shares; 2025Q1: 2,702 shares; 2025Q2: 3,039 shares; 2025Q3: 3,271 shares 3,271 $361K <0.01% +232 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,632 shares; 2024Q4: 93,647 shares; 2025Q1: 101,609 shares; 2025Q2: 93,767 shares; 2025Q3: 93,779 shares 93,779 $360K <0.01% +12 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 2,751 shares; 2025Q1: 2,734 shares; 2025Q2: 6,844 shares; 2025Q3: 7,517 shares 7,517 $359K <0.01% +673 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,055 shares; 2024Q4: 31,055 shares; 2025Q1: 31,055 shares; 2025Q2: 33,955 shares; 2025Q3: 30,973 shares 30,973 $358K <0.01% -2,982 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 5,979 shares; 2025Q1: 5,101 shares; 2025Q2: 5,101 shares; 2025Q3: 7,212 shares 7,212 $358K <0.01% +2,111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 5,750 shares; 2025Q1: 12,078 shares; 2025Q2: 6,663 shares; 2025Q3: 7,651 shares 7,651 $357K <0.01% +988 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,834 shares; 2024Q4: 10,264 shares; 2025Q1: 8,878 shares; 2025Q2: 9,292 shares; 2025Q3: 9,292 shares 9,292 $357K <0.01% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 4,018 shares; 2025Q1: 3,425 shares; 2025Q2: 3,782 shares; 2025Q3: 3,845 shares 3,845 $355K <0.01% +63 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 4,822 shares; 2025Q1: 4,765 shares; 2025Q2: 4,166 shares; 2025Q3: 4,093 shares 4,093 $354K <0.01% -73 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,494 shares; 2024Q4: 11,485 shares; 2025Q1: 10,485 shares; 2025Q2: 9,986 shares; 2025Q3: 9,361 shares 9,361 $354K <0.01% -625 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,402 shares; 2025Q1: 6,403 shares; 2025Q2: 6,375 shares; 2025Q3: 6,177 shares 6,177 $354K <0.01% -198 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,719 shares; 2025Q1: 4,174 shares; 2025Q2: 4,431 shares; 2025Q3: 4,195 shares 4,195 $354K <0.01% -236 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,393 shares; 2025Q1: 4,139 shares; 2025Q2: 6,683 shares; 2025Q3: 6,078 shares 6,078 $353K <0.01% -605 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,435 shares; 2025Q1: 9,273 shares; 2025Q2: 9,890 shares; 2025Q3: 14,150 shares 14,150 $353K <0.01% +4,260 Timeline GMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,495 shares; 2025Q1: 4,298 shares; 2025Q2: 9,609 shares; 2025Q3: 8,776 shares 8,776 $352K <0.01% -833 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 18,063 shares 18,063 $351K <0.01% +16,754 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,870 shares; 2024Q4: 23,258 shares; 2025Q1: 20,697 shares; 2025Q2: 19,461 shares; 2025Q3: 19,132 shares 19,132 $350K <0.01% -329 Timeline OCTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,408 shares; 2024Q4: 17,380 shares; 2025Q1: 18,109 shares; 2025Q2: 14,685 shares; 2025Q3: 14,623 shares 14,623 $349K <0.01% -62 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 1,874 shares; 2025Q1: 2,123 shares; 2025Q2: 2,117 shares; 2025Q3: 2,167 shares 2,167 $348K <0.01% +50 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 5,632 shares; 2025Q1: 5,634 shares; 2025Q2: 5,427 shares; 2025Q3: 5,213 shares 5,213 $348K <0.01% -214 Timeline FXL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 2,670 shares; 2025Q1: 2,193 shares; 2025Q2: 2,082 shares; 2025Q3: 2,066 shares 2,066 $347K <0.01% -16 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,169 shares; 2025Q1: 10,419 shares; 2025Q2: 11,495 shares; 2025Q3: 11,415 shares 11,415 $347K <0.01% -80 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,280 shares; 2024Q4: 23,219 shares; 2025Q1: 21,860 shares; 2025Q2: 21,518 shares; 2025Q3: 15,010 shares 15,010 $346K <0.01% -6,508 OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 7,170 shares; 2025Q1: 7,170 shares; 2025Q2: 7,170 shares; 2025Q3: 6,110 shares 6,110 $345K <0.01% -1,060 Timeline GPIQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 6,558 shares 6,558 $344K <0.01% +5,573 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,310 shares; 2025Q1: 7,160 shares; 2025Q2: 7,160 shares; 2025Q3: 7,160 shares 7,160 $343K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,884 shares; 2025Q1: 5,925 shares; 2025Q2: 5,932 shares; 2025Q3: 6,073 shares 6,073 $343K <0.01% +141 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,464 shares; 2025Q1: 2,503 shares; 2025Q2: 3,059 shares; 2025Q3: 2,907 shares 2,907 $343K <0.01% -152 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,303 shares; 2025Q1: 2,759 shares; 2025Q2: 2,671 shares; 2025Q3: 3,693 shares 3,693 $341K <0.01% +1,022 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,610 shares; 2025Q1: 2,944 shares; 2025Q2: 3,307 shares; 2025Q3: 4,171 shares 4,171 $341K <0.01% +864 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 4,015 shares; 2025Q1: 3,433 shares; 2025Q2: 3,083 shares; 2025Q3: 2,831 shares 2,831 $339K <0.01% -252 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,248 shares; 2025Q1: 3,297 shares; 2025Q2: 3,495 shares; 2025Q3: 3,597 shares 3,597 $339K <0.01% +102 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,026 shares; 2025Q3: 24,546 shares 24,546 $339K <0.01% +8,520 Timeline CAMX ADVISORS INNER CIRCLE FD More: the full row for ADVISORS INNER CIRCLE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 10,868 shares; 2025Q1: 10,868 shares; 2025Q2: 10,868 shares; 2025Q3: 10,868 shares 10,868 $339K <0.01% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,269 shares; 2025Q1: 3,524 shares; 2025Q2: 2,812 shares; 2025Q3: 4,629 shares 4,629 $339K <0.01% +1,817 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,253 shares 2,253 $338K <0.01% +13 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 19,916 shares; 2025Q1: 19,916 shares; 2025Q2: 10,530 shares; 2025Q3: 10,466 shares 10,466 $338K <0.01% -64 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,951 shares; 2025Q1: 1,952 shares; 2025Q2: 2,021 shares; 2025Q3: 1,757 shares 1,757 $337K <0.01% -264 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,306 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares 4,292 $337K <0.01% 0 Timeline GAUG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 4,337 shares; 2025Q1: 4,337 shares; 2025Q2: 4,337 shares; 2025Q3: 8,722 shares 8,722 $337K <0.01% +4,385 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $336K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 1,118 shares; 2025Q1: 1,106 shares; 2025Q2: 1,265 shares; 2025Q3: 1,658 shares 1,658 $335K <0.01% +393 Timeline LEGR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 5,938 shares 5,938 $334K <0.01% +5,883 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 6,142 shares 6,142 $333K <0.01% +6,124 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 4,860 shares; 2025Q1: 13,208 shares; 2025Q2: 13,208 shares; 2025Q3: 21,416 shares 21,416 $332K <0.01% +8,208 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 3,031 shares; 2025Q2: 2,819 shares; 2025Q3: 2,802 shares 2,802 $332K <0.01% -17 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,363 shares; 2024Q4: 13,372 shares; 2025Q1: 13,194 shares; 2025Q2: 13,077 shares; 2025Q3: 11,671 shares 11,671 $332K <0.01% -1,406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 906 shares; 2025Q1: 973 shares; 2025Q2: 1,443 shares; 2025Q3: 3,360 shares 3,360 $331K <0.01% +1,917 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,374 shares; 2024Q4: 24,581 shares; 2025Q1: 31,671 shares; 2025Q2: 3,180 shares; 2025Q3: 2,583 shares 2,583 $331K <0.01% -597 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,266 shares; 2025Q1: 6,306 shares; 2025Q2: 6,100 shares; 2025Q3: 6,882 shares 6,882 $330K <0.01% +782 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,130 shares; 2024Q4: 14,130 shares; 2025Q1: 9,194 shares; 2025Q2: 9,194 shares; 2025Q3: 9,194 shares 9,194 $330K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 21,492 shares; 2025Q1: 21,492 shares; 2025Q2: 22,213 shares; 2025Q3: 32,415 shares 32,415 $329K <0.01% +10,202 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 8,900 shares; 2025Q1: 9,100 shares; 2025Q2: 6,870 shares; 2025Q3: 6,550 shares 6,550 $329K <0.01% -320 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,944 shares; 2025Q1: 1,655 shares; 2025Q2: 1,646 shares; 2025Q3: 1,630 shares 1,630 $329K <0.01% -16 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 601 shares; 2025Q1: 644 shares; 2025Q2: 640 shares; 2025Q3: 1,197 shares 1,197 $328K <0.01% +557 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,184 shares; 2025Q1: 5,673 shares; 2025Q2: 6,864 shares; 2025Q3: 7,564 shares 7,564 $327K <0.01% +700 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 3,374 shares; 2025Q1: 3,772 shares; 2025Q2: 4,130 shares; 2025Q3: 3,919 shares 3,919 $327K <0.01% -211 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 5,089 shares; 2025Q3: 87,482 shares 87,482 $325K <0.01% +82,393 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,815 shares; 2025Q1: 2,423 shares; 2025Q2: 2,477 shares; 2025Q3: 2,460 shares 2,460 $325K <0.01% -17 Timeline HSAI HESAI GROUP More: the full row for HESAI GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,518 shares 11,518 $324K <0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,663 shares; 2025Q1: 2,651 shares; 2025Q2: 3,029 shares; 2025Q3: 15,146 shares 15,146 $324K <0.01% +12,117 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,208 shares; 2024Q4: 8,449 shares; 2025Q1: 7,478 shares; 2025Q2: 7,957 shares; 2025Q3: 8,011 shares 8,011 $323K <0.01% +54 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 6,593 shares; 2025Q1: 6,167 shares; 2025Q2: 6,167 shares; 2025Q3: 6,086 shares 6,086 $323K <0.01% -81 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,645 shares; 2024Q4: 25,745 shares; 2025Q1: 27,445 shares; 2025Q2: 27,445 shares; 2025Q3: 29,745 shares 29,745 $323K <0.01% +2,300 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 15,845 shares; 2025Q1: 16,485 shares; 2025Q2: 16,320 shares; 2025Q3: 17,670 shares 17,670 $323K <0.01% +1,350 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 13,158 shares; 2025Q1: 4,565 shares; 2025Q2: 3,871 shares; 2025Q3: 3,878 shares 3,878 $323K <0.01% +7 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,069 shares; 2024Q4: 16,402 shares; 2025Q1: 315,074 shares; 2025Q2: 27,367 shares; 2025Q3: 23,991 shares 23,991 $322K <0.01% -3,376 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,522 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,646 shares 4,646 $321K <0.01% +124 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,441 shares; 2024Q4: 85,686 shares; 2025Q1: 87,877 shares; 2025Q2: 88,029 shares; 2025Q3: 47,885 shares 47,885 $321K <0.01% -40,144 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 4,306 shares; 2025Q1: 3,634 shares; 2025Q2: 3,372 shares; 2025Q3: 3,004 shares 3,004 $320K <0.01% -368 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 4,878 shares; 2025Q1: 4,156 shares; 2025Q2: 2,212 shares; 2025Q3: 7,665 shares 7,665 $320K <0.01% +5,453 Timeline FMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 4,921 shares; 2025Q1: 4,639 shares; 2025Q2: 7,183 shares; 2025Q3: 6,841 shares 6,841 $317K <0.01% -342 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,320 shares; 2025Q1: 4,652 shares; 2025Q2: 4,866 shares; 2025Q3: 4,855 shares 4,855 $317K <0.01% -11 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 1,044 shares; 2025Q1: 813 shares; 2025Q2: 819 shares; 2025Q3: 814 shares 814 $316K <0.01% -5 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,212 shares; 2025Q3: 5,243 shares 5,243 $315K <0.01% +31 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 2,993 shares; 2025Q1: 3,100 shares; 2025Q2: 2,498 shares; 2025Q3: 3,038 shares 3,038 $314K <0.01% +540 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 3,445 shares 3,445 $314K <0.01% +2,752 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 6,658 shares; 2025Q1: 7,684 shares; 2025Q2: 10,894 shares; 2025Q3: 11,491 shares 11,491 $313K <0.01% +597 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 16,083 shares; 2025Q1: 17,668 shares; 2025Q2: 18,114 shares; 2025Q3: 21,349 shares 21,349 $313K <0.01% +3,235 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: not reported; 2025Q1: 99,900 shares; 2025Q2: 99,900 shares; 2025Q3: 99,900 shares 99,900 $313K <0.01% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,183 shares; 2025Q3: 13,311 shares 13,311 $312K <0.01% +8,128 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 3,991 shares; 2025Q2: 3,991 shares; 2025Q3: 3,791 shares 3,791 $311K <0.01% -200 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,096 shares; 2025Q2: 4,135 shares; 2025Q3: 3,849 shares 3,849 $311K <0.01% -286 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 25,671 shares; 2025Q1: 25,671 shares; 2025Q2: 26,271 shares; 2025Q3: 26,721 shares 26,721 $310K <0.01% +450 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 6,180 shares; 2025Q1: 7,517 shares; 2025Q2: 6,461 shares; 2025Q3: 7,226 shares 7,226 $310K <0.01% +765 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 5,954 shares; 2025Q1: 7,928 shares; 2025Q2: 7,095 shares; 2025Q3: 6,572 shares 6,572 $308K <0.01% -523 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,970 shares 29,970 $307K <0.01% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 8,573 shares; 2025Q3: 1,714 shares 1,714 $306K <0.01% -6,859 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 4,525 shares; 2025Q1: 4,253 shares; 2025Q2: 3,805 shares; 2025Q3: 3,965 shares 3,965 $305K <0.01% +160 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 9,966 shares; 2025Q1: 9,661 shares; 2025Q2: 13,577 shares; 2025Q3: 10,449 shares 10,449 $305K <0.01% -3,128 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,642 shares; 2024Q4: 6,642 shares; 2025Q1: 6,142 shares; 2025Q2: 6,142 shares; 2025Q3: 5,755 shares 5,755 $303K <0.01% -387 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 8,034 shares; 2025Q2: 8,034 shares; 2025Q3: 8,034 shares 8,034 $302K <0.01% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 576 shares; 2025Q2: 589 shares; 2025Q3: 2,089 shares 2,089 $302K <0.01% +1,500 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,046 shares; 2024Q4: 13,147 shares; 2025Q1: 13,203 shares; 2025Q2: 12,788 shares; 2025Q3: 14,920 shares 14,920 $302K <0.01% +2,132 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 2,805 shares; 2025Q1: 2,440 shares; 2025Q2: 2,463 shares; 2025Q3: 2,275 shares 2,275 $301K <0.01% -188 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 6,939 shares; 2025Q1: 6,939 shares; 2025Q2: 6,939 shares; 2025Q3: 6,939 shares 6,939 $301K <0.01% 0 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,835 shares 55,835 $301K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,650 shares; 2025Q1: 2,869 shares; 2025Q2: 4,119 shares; 2025Q3: 4,290 shares 4,290 $300K <0.01% +171 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 51 shares; 2025Q3: 17,916 shares 17,916 $300K <0.01% +17,865 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 9,893 shares; 2025Q1: 8,738 shares; 2025Q2: 11,666 shares; 2025Q3: 11,666 shares 11,666 $299K <0.01% 0 Timeline FMN FEDERATED HERMES PREM MUNI I More: the full row for FEDERATED HERMES PREM MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,083 shares 27,083 $299K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,160 shares; 2024Q4: 15,731 shares; 2025Q1: 13,523 shares; 2025Q2: 13,318 shares; 2025Q3: 13,217 shares 13,217 $299K <0.01% -101 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,524 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,320 shares 1,320 $298K <0.01% +16 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,799 shares; 2025Q2: 5,859 shares; 2025Q3: 5,920 shares 5,920 $297K <0.01% +61 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 972 shares; 2025Q1: 765 shares; 2025Q2: 751 shares; 2025Q3: 957 shares 957 $297K <0.01% +206 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,504 shares; 2025Q1: 3,372 shares; 2025Q2: 2,911 shares; 2025Q3: 1,424 shares 1,424 $296K <0.01% -1,487 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 4,107 shares; 2025Q3: 9,836 shares 9,836 $296K <0.01% +5,729 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 4,847 shares; 2025Q1: 8,042 shares; 2025Q2: 10,695 shares; 2025Q3: 9,695 shares 9,695 $295K <0.01% -1,000 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares 1,822 $295K <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 766 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 911 shares 911 $294K <0.01% +585 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 587 shares; 2025Q1: 575 shares; 2025Q2: 885 shares; 2025Q3: 2,927 shares 2,927 $293K <0.01% +2,042 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,358 shares; 2025Q3: 4,529 shares 4,529 $293K <0.01% +2,171 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,386 shares; 2024Q4: 27,449 shares; 2025Q1: 27,511 shares; 2025Q2: 27,576 shares; 2025Q3: 27,641 shares 27,641 $293K <0.01% +65 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 3,164 shares; 2025Q1: 2,321 shares; 2025Q2: 2,698 shares; 2025Q3: 9,459 shares 9,459 $293K <0.01% +6,761 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,403 shares; 2025Q2: 3,305 shares; 2025Q3: 4,876 shares 4,876 $293K <0.01% +1,571 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 9,774 shares; 2025Q1: 8,948 shares; 2025Q2: 7,923 shares; 2025Q3: 7,725 shares 7,725 $292K <0.01% -198 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,911 shares; 2024Q4: 7,633 shares; 2025Q1: 7,526 shares; 2025Q2: 9,129 shares; 2025Q3: 12,200 shares 12,200 $292K <0.01% +3,071 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 7,273 shares; 2025Q1: 7,273 shares; 2025Q2: 7,273 shares; 2025Q3: 7,273 shares 7,273 $290K <0.01% 0 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 12,000 shares; 2025Q3: 31,595 shares 31,595 $289K <0.01% +19,595 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,671 shares; 2024Q4: 6,021 shares; 2025Q1: 5,981 shares; 2025Q2: 22,981 shares; 2025Q3: 23,444 shares 23,444 $289K <0.01% +463 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,737 shares; 2024Q4: 8,003 shares; 2025Q1: 6,915 shares; 2025Q2: 7,106 shares; 2025Q3: 14,015 shares 14,015 $288K <0.01% +6,909 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 566 shares; 2025Q1: 571 shares; 2025Q2: 1,067 shares; 2025Q3: 1,621 shares 1,621 $287K <0.01% +554 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 733 shares; 2025Q1: 639 shares; 2025Q2: 630 shares; 2025Q3: 1,000 shares 1,000 $287K <0.01% +370 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 10,630 shares; 2025Q1: 10,630 shares; 2025Q2: 10,630 shares; 2025Q3: 10,630 shares 10,630 $286K <0.01% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 958 shares 958 $285K <0.01% +88 Timeline XPOF XPONENTIAL FITNESS INC More: the full row for XPONENTIAL FITNESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,785 shares; 2024Q4: 26,700 shares; 2025Q1: 27,929 shares; 2025Q2: 33,447 shares; 2025Q3: 36,578 shares 36,578 $285K <0.01% +3,131 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,765 shares; 2024Q4: 24,799 shares; 2025Q1: 24,579 shares; 2025Q2: 24,614 shares; 2025Q3: 24,952 shares 24,952 $285K <0.01% +338 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 752 shares; 2025Q1: 821 shares; 2025Q2: 837 shares; 2025Q3: 838 shares 838 $285K <0.01% +1 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 2,125 shares; 2025Q2: 11,725 shares; 2025Q3: 3,350 shares 3,350 $284K <0.01% -8,375 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 3,852 shares; 2025Q1: 3,075 shares; 2025Q2: 3,416 shares; 2025Q3: 4,161 shares 4,161 $284K <0.01% +745 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,915 shares; 2024Q4: 10,315 shares; 2025Q1: 9,375 shares; 2025Q2: 8,725 shares; 2025Q3: 8,945 shares 8,945 $283K <0.01% +220 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,350 shares; 2025Q3: 11,550 shares 11,550 $283K <0.01% +200 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 968 shares; 2025Q1: 842 shares; 2025Q2: 737 shares; 2025Q3: 748 shares 748 $282K <0.01% +11 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,992 shares; 2024Q4: 15,031 shares; 2025Q1: 18,243 shares; 2025Q2: 18,474 shares; 2025Q3: 18,635 shares 18,635 $281K <0.01% +161 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 8,676 shares 8,676 $281K <0.01% +8,658 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 2,105 shares; 2025Q1: 6,003 shares; 2025Q2: 5,282 shares; 2025Q3: 5,248 shares 5,248 $280K <0.01% -34 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,053 shares; 2025Q1: 1,996 shares; 2025Q2: 2,069 shares; 2025Q3: 2,146 shares 2,146 $280K <0.01% +77 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 10,410 shares; 2025Q1: 10,371 shares; 2025Q2: 10,371 shares; 2025Q3: 10,158 shares 10,158 $280K <0.01% -213 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,461 shares; 2025Q1: 2,801 shares; 2025Q2: 3,260 shares; 2025Q3: 6,461 shares 6,461 $280K <0.01% +3,201 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,878 shares; 2025Q1: 2,678 shares; 2025Q2: 7,458 shares; 2025Q3: 3,803 shares 3,803 $278K <0.01% -3,655 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,898 shares; 2025Q1: 2,174 shares; 2025Q2: 2,187 shares; 2025Q3: 2,972 shares 2,972 $278K <0.01% +785 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,831 shares 8,831 $278K <0.01% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,643 shares; 2024Q4: 196,905 shares; 2025Q1: 249,399 shares; 2025Q2: 48,349 shares; 2025Q3: 43,779 shares 43,779 $278K <0.01% -4,570 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 12,462 shares; 2025Q1: 15,912 shares; 2025Q2: 11,454 shares; 2025Q3: 7,467 shares 7,467 $277K <0.01% -3,987 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 927 shares; 2025Q3: 5,392 shares 5,392 $275K <0.01% +4,465 Timeline AUGP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,026 shares 9,026 $275K <0.01% new Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 13,242 shares; 2025Q1: 13,648 shares; 2025Q2: 14,345 shares; 2025Q3: 22,960 shares 22,960 $275K <0.01% +8,615 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 13,735 shares; 2025Q1: 13,735 shares; 2025Q2: 13,736 shares; 2025Q3: 14,236 shares 14,236 $274K <0.01% +500 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 4,718 shares; 2025Q1: 6,860 shares; 2025Q2: 5,771 shares; 2025Q3: 4,985 shares 4,985 $271K <0.01% -786 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 3,468 shares; 2025Q1: 3,468 shares; 2025Q2: 7,125 shares; 2025Q3: 10,528 shares 10,528 $271K <0.01% +3,403 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 1,874 shares; 2025Q1: 1,691 shares; 2025Q2: 1,989 shares; 2025Q3: 1,853 shares 1,853 $270K <0.01% -136 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 11,719 shares; 2025Q1: 10,998 shares; 2025Q2: 11,028 shares; 2025Q3: 9,684 shares 9,684 $269K <0.01% -1,344 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 4,260 shares; 2025Q1: 2,856 shares; 2025Q2: 11,193 shares; 2025Q3: 11,449 shares 11,449 $269K <0.01% +256 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 13,530 shares; 2025Q1: 16,678 shares; 2025Q2: 13,143 shares; 2025Q3: 10,803 shares 10,803 $268K <0.01% -2,340 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,953 shares; 2024Q4: 45,087 shares; 2025Q1: 40,538 shares; 2025Q2: 28,310 shares; 2025Q3: 12,929 shares 12,929 $267K <0.01% -15,381 FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 2,031 shares; 2025Q1: 1,935 shares; 2025Q2: 1,496 shares; 2025Q3: 6,779 shares 6,779 $267K <0.01% +5,283 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,880 shares; 2025Q1: 1,551 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares 1,501 $267K <0.01% 0 Timeline GSUS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,894 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,894 shares 2,894 $267K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,935 shares; 2025Q1: 2,940 shares; 2025Q2: 2,109 shares; 2025Q3: 2,181 shares 2,181 $267K <0.01% +72 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 978 shares; 2025Q1: 953 shares; 2025Q2: 949 shares; 2025Q3: 955 shares 955 $267K <0.01% +6 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 3,639 shares; 2025Q1: 3,049 shares; 2025Q2: 4,265 shares; 2025Q3: 3,195 shares 3,195 $267K <0.01% -1,070 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,283 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 4,222 shares 4,222 $266K <0.01% +833 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,185 shares; 2025Q1: 3,952 shares; 2025Q2: 3,885 shares; 2025Q3: 1,310 shares 1,310 $266K <0.01% -2,575 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,331 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 2,629 shares 2,629 $266K <0.01% +1,629 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 12,259 shares; 2025Q1: 12,224 shares; 2025Q2: 17,478 shares; 2025Q3: 17,167 shares 17,167 $266K <0.01% -311 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 380 shares; 2025Q1: 372 shares; 2025Q2: 357 shares; 2025Q3: 360 shares 360 $266K <0.01% +3 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 926 shares; 2025Q1: 869 shares; 2025Q2: 900 shares; 2025Q3: 2,155 shares 2,155 $264K <0.01% +1,255 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 4,490 shares; 2025Q1: 4,364 shares; 2025Q2: 4,350 shares; 2025Q3: 4,146 shares 4,146 $264K <0.01% -204 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 2,700 shares; 2025Q1: 2,359 shares; 2025Q2: 12,229 shares; 2025Q3: 5,196 shares 5,196 $263K <0.01% -7,033 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,272 shares; 2025Q1: 3,327 shares; 2025Q2: 3,652 shares; 2025Q3: 7,239 shares 7,239 $263K <0.01% +3,587 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 1,745 shares; 2025Q2: 1,800 shares; 2025Q3: 1,840 shares 1,840 $263K <0.01% +40 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 14,565 shares; 2025Q1: 50,865 shares; 2025Q2: 50,865 shares; 2025Q3: 53,864 shares 53,864 $263K <0.01% +2,999 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,586 shares; 2025Q1: 544 shares; 2025Q2: 1,129 shares; 2025Q3: 1,311 shares 1,311 $263K <0.01% +182 Timeline LOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,229 shares; 2024Q4: 11,037 shares; 2025Q1: 11,037 shares; 2025Q2: 11,037 shares; 2025Q3: 11,037 shares 11,037 $263K <0.01% 0 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,674 shares; 2025Q2: 10,490 shares; 2025Q3: 10,694 shares 10,694 $263K <0.01% +204 Timeline FXD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 8,612 shares; 2025Q1: 8,353 shares; 2025Q2: 6,740 shares; 2025Q3: 3,810 shares 3,810 $260K <0.01% -2,930 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 7,995 shares; 2025Q1: 10,118 shares; 2025Q2: 10,118 shares; 2025Q3: 10,118 shares 10,118 $258K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,382 shares; 2025Q3: 9,722 shares 9,722 $258K <0.01% +6,340 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 1,733 shares; 2025Q1: 1,594 shares; 2025Q2: 1 shares; 2025Q3: 1,730 shares 1,730 $258K <0.01% +1,729 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 10,315 shares; 2025Q1: 18,374 shares; 2025Q2: 18,175 shares; 2025Q3: 18,191 shares 18,191 $257K <0.01% +16 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,382 shares; 2025Q1: 2,990 shares; 2025Q2: 3,345 shares; 2025Q3: 3,417 shares 3,417 $257K <0.01% +72 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,283 shares; 2025Q2: 9,250 shares; 2025Q3: 11,596 shares 11,596 $257K <0.01% +2,346 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 150 shares; 2025Q1: 166 shares; 2025Q2: 181 shares; 2025Q3: 207 shares 207 $255K <0.01% +26 DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,908 shares; 2024Q4: 84,656 shares; 2025Q1: 26,316 shares; 2025Q2: 6,323 shares; 2025Q3: 5,973 shares 5,973 $255K <0.01% -350 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,246 shares; 2024Q4: 10,246 shares; 2025Q1: 10,311 shares; 2025Q2: 10,312 shares; 2025Q3: 10,447 shares 10,447 $255K <0.01% +135 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 9,022 shares; 2025Q1: 11,946 shares; 2025Q2: 11,820 shares; 2025Q3: 11,570 shares 11,570 $255K <0.01% -250 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,249 shares; 2025Q1: 2,541 shares; 2025Q2: 4,684 shares; 2025Q3: 4,685 shares 4,685 $254K <0.01% +1 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,661 shares; 2025Q1: 3,836 shares; 2025Q2: 3,441 shares; 2025Q3: 9,105 shares 9,105 $254K <0.01% +5,664 NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 233 shares; 2025Q1: 206 shares; 2025Q2: 226 shares; 2025Q3: 1,117 shares 1,117 $254K <0.01% +891 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 700 shares; 2025Q1: 762 shares; 2025Q2: 773 shares; 2025Q3: 922 shares 922 $254K <0.01% +149 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 3,426 shares; 2025Q1: 3,672 shares; 2025Q2: 3,244 shares; 2025Q3: 3,454 shares 3,454 $252K <0.01% +210 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 10,841 shares; 2025Q3: 10,841 shares 10,841 $252K <0.01% 0 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 697 shares; 2025Q1: 58 shares; 2025Q2: 7,400 shares; 2025Q3: 5,550 shares 5,550 $251K <0.01% -1,850 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,598 shares; 2024Q4: 18,064 shares; 2025Q1: 18,751 shares; 2025Q2: 32,249 shares; 2025Q3: 20,115 shares 20,115 $251K <0.01% -12,134 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,443 shares; 2024Q4: 12,064 shares; 2025Q1: 15,081 shares; 2025Q2: 11,572 shares; 2025Q3: 11,245 shares 11,245 $251K <0.01% -327 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,432 shares; 2025Q1: 4,087 shares; 2025Q2: 2,850 shares; 2025Q3: 3,250 shares 3,250 $250K <0.01% +400 Timeline LFCR LIFECORE BIOMEDICAL INC More: the full row for LIFECORE BIOMEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,864 shares; 2024Q4: 27,184 shares; 2025Q1: 30,233 shares; 2025Q2: 32,761 shares; 2025Q3: 33,889 shares 33,889 $249K <0.01% +1,128 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,800 shares; 2025Q1: 7,258 shares; 2025Q2: 6,258 shares; 2025Q3: 7,204 shares 7,204 $249K <0.01% +946 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,368 shares; 2025Q1: 5,368 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares 5,100 $249K <0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,441 shares; 2024Q4: 4,858 shares; 2025Q1: 4,856 shares; 2025Q2: 4,736 shares; 2025Q3: 4,373 shares 4,373 $248K <0.01% -363 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,633 shares; 2024Q4: 22,333 shares; 2025Q1: 19,266 shares; 2025Q2: 19,502 shares; 2025Q3: 10,861 shares 10,861 $248K <0.01% -8,641 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 8,899 shares; 2025Q1: 9,302 shares; 2025Q2: 8,777 shares; 2025Q3: 8,897 shares 8,897 $247K <0.01% +120 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 541 shares; 2025Q1: 437 shares; 2025Q2: 438 shares; 2025Q3: 472 shares 472 $247K <0.01% +34 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 2,966 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 3,764 shares 3,764 $247K <0.01% +1,136 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,355 shares; 2025Q1: 4,454 shares; 2025Q2: 4,269 shares; 2025Q3: 4,292 shares 4,292 $247K <0.01% +23 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 8,260 shares; 2025Q1: 7,157 shares; 2025Q2: 5,742 shares; 2025Q3: 5,782 shares 5,782 $246K <0.01% +40 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 699 shares; 2025Q3: 722 shares 722 $246K <0.01% +23 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 1,182 shares; 2025Q1: 2,113 shares; 2025Q2: 2,072 shares; 2025Q3: 2,583 shares 2,583 $245K <0.01% +511 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,407 shares; 2025Q1: 10,407 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares 10,250 $245K <0.01% 0 Timeline FXU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,352 shares; 2025Q1: 1,464 shares; 2025Q2: 1,537 shares; 2025Q3: 5,394 shares 5,394 $245K <0.01% +3,857 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 7,974 shares; 2025Q1: 7,664 shares; 2025Q2: 7,644 shares; 2025Q3: 8,774 shares 8,774 $245K <0.01% +1,130 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,524 shares; 2025Q1: 4,556 shares; 2025Q2: 4,620 shares; 2025Q3: 7,116 shares 7,116 $245K <0.01% +2,496 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 1,960 shares; 2025Q1: 1,467 shares; 2025Q2: 3,212 shares; 2025Q3: 3,177 shares 3,177 $244K <0.01% -35 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,219 shares; 2025Q1: 4,940 shares; 2025Q2: 4,576 shares; 2025Q3: 4,814 shares 4,814 $243K <0.01% +238 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 1,188 shares; 2025Q1: 1,215 shares; 2025Q2: 4,281 shares; 2025Q3: 6,724 shares 6,724 $243K <0.01% +2,443 Timeline WCMI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,953 shares; 2025Q3: 14,400 shares 14,400 $243K <0.01% +447 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 6,774 shares 6,774 $242K <0.01% +6,000 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,736 shares; 2025Q1: 4,042 shares; 2025Q2: 4,336 shares; 2025Q3: 4,116 shares 4,116 $242K <0.01% -220 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 7,254 shares; 2025Q1: 7,254 shares; 2025Q2: 7,424 shares; 2025Q3: 7,578 shares 7,578 $242K <0.01% +154 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 24,748 shares; 2025Q1: 24,748 shares; 2025Q2: 24,748 shares; 2025Q3: 23,998 shares 23,998 $241K <0.01% -750 WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 2,203 shares; 2025Q1: 1,164 shares; 2025Q2: 1,091 shares; 2025Q3: 1,729 shares 1,729 $240K <0.01% +638 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 959 shares; 2025Q1: 1,144 shares; 2025Q2: 1,415 shares; 2025Q3: 2,827 shares 2,827 $240K <0.01% +1,412 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 758 shares; 2025Q1: 718 shares; 2025Q2: 690 shares; 2025Q3: 801 shares 801 $240K <0.01% +111 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,168 shares; 2025Q1: 734 shares; 2025Q2: 524 shares; 2025Q3: 770 shares 770 $239K <0.01% +246 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 4,431 shares; 2025Q1: 7,662 shares; 2025Q2: 6,728 shares; 2025Q3: 6,769 shares 6,769 $239K <0.01% +41 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,941 shares; 2025Q1: 4,941 shares; 2025Q2: 5,431 shares; 2025Q3: 5,431 shares 5,431 $238K <0.01% 0 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,379 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares 2,579 $238K <0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 5,069 shares; 2025Q1: 3,414 shares; 2025Q2: 3,423 shares; 2025Q3: 3,425 shares 3,425 $238K <0.01% +2 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 20,843 shares; 2025Q1: 21,110 shares; 2025Q2: 22,588 shares; 2025Q3: 22,835 shares 22,835 $237K <0.01% +247 Timeline PBAU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,053 shares 8,053 $237K <0.01% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 8,386 shares; 2025Q1: 8,407 shares; 2025Q2: 8,412 shares; 2025Q3: 8,065 shares 8,065 $237K <0.01% -347 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,034 shares; 2025Q1: 3,544 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares 3,030 $237K <0.01% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,281 shares; 2025Q3: 17,546 shares 17,546 $235K <0.01% +5,265 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 2,781 shares; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 2,575 shares 2,575 $235K <0.01% +342 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 674 shares; 2025Q1: 705 shares; 2025Q2: 945 shares; 2025Q3: 11,313 shares 11,313 $234K <0.01% +10,368 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,346 shares; 2025Q1: 9,188 shares; 2025Q2: 9,188 shares; 2025Q3: 9,188 shares 9,188 $232K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 8,293 shares; 2025Q1: 7,395 shares; 2025Q2: 4,881 shares; 2025Q3: 4,586 shares 4,586 $232K <0.01% -295 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,393 shares 1,393 $231K <0.01% +66 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 811 shares; 2025Q1: 4,663 shares; 2025Q2: 4,363 shares; 2025Q3: 4,363 shares 4,363 $231K <0.01% 0 Timeline QMFE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 501,358 shares; 2025Q2: 251,898 shares; 2025Q3: 10,648 shares 10,648 $231K <0.01% -241,250 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,388 shares; 2024Q4: 14,054 shares; 2025Q1: 14,054 shares; 2025Q2: 14,054 shares; 2025Q3: 14,054 shares 14,054 $230K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,138 shares; 2024Q4: 3,660 shares; 2025Q1: 1,551 shares; 2025Q2: 1,336 shares; 2025Q3: 1,447 shares 1,447 $230K <0.01% +111 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,810 shares 2,810 $230K <0.01% +686 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 5,429 shares; 2025Q1: 7,331 shares; 2025Q2: 7,208 shares; 2025Q3: 5,448 shares 5,448 $230K <0.01% -1,760 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 880 shares; 2025Q1: 873 shares; 2025Q2: 867 shares; 2025Q3: 1,479 shares 1,479 $230K <0.01% +612 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,393 shares; 2025Q3: 5,275 shares 5,275 $229K <0.01% -118 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,873 shares; 2025Q1: 4,073 shares; 2025Q2: 3,032 shares; 2025Q3: 3,013 shares 3,013 $229K <0.01% -19 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 693 shares; 2025Q1: 703 shares; 2025Q2: 690 shares; 2025Q3: 785 shares 785 $229K <0.01% +95 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 3,221 shares; 2025Q1: 2,297 shares; 2025Q2: 2,289 shares; 2025Q3: 2,275 shares 2,275 $229K <0.01% -14 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 987 shares; 2025Q2: 2,995 shares; 2025Q3: 2,653 shares 2,653 $227K <0.01% -342 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 8,306 shares; 2025Q1: 13,596 shares; 2025Q2: 17,428 shares; 2025Q3: 18,224 shares 18,224 $227K <0.01% +796 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares 3,496 $227K <0.01% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 9,617 shares 9,617 $227K <0.01% +8,557 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,776 shares; 2024Q4: 20,800 shares; 2025Q1: 20,827 shares; 2025Q2: 20,314 shares; 2025Q3: 20,139 shares 20,139 $226K <0.01% -175 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 11,888 shares; 2025Q1: 10,750 shares; 2025Q2: 11,878 shares; 2025Q3: 7,851 shares 7,851 $226K <0.01% -4,027 Timeline IVOO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 1,112 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares 2,041 $225K <0.01% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,018 shares; 2025Q1: 1,049 shares; 2025Q2: 1,020 shares; 2025Q3: 2,565 shares 2,565 $225K <0.01% +1,545 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 16,251 shares; 2025Q1: 3,773 shares; 2025Q2: 3,554 shares; 2025Q3: 3,868 shares 3,868 $225K <0.01% +314 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,340 shares; 2025Q1: 1,355 shares; 2025Q2: 1,239 shares; 2025Q3: 1,383 shares 1,383 $224K <0.01% +144 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,443 shares; 2024Q4: 47,542 shares; 2025Q1: 47,685 shares; 2025Q2: 47,933 shares; 2025Q3: 5,101 shares 5,101 $224K <0.01% -42,832 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 3,198 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 6,639 shares 6,639 $223K <0.01% +3,441 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 4,153 shares; 2025Q1: 3,051 shares; 2025Q2: 2,181 shares; 2025Q3: 1,843 shares 1,843 $223K <0.01% -338 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,321 shares; 2025Q1: 4,317 shares; 2025Q2: 3,967 shares; 2025Q3: 9,928 shares 9,928 $222K <0.01% +5,961 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 2,242 shares 2,242 $222K <0.01% +1,741 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,477 shares; 2024Q4: 36,062 shares; 2025Q1: 36,171 shares; 2025Q2: 41,540 shares; 2025Q3: 37,382 shares 37,382 $222K <0.01% -4,158 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,829 shares; 2024Q4: 15,582 shares; 2025Q1: 11,221 shares; 2025Q2: 10,038 shares; 2025Q3: 10,038 shares 10,038 $221K <0.01% 0 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,766 shares; 2025Q1: 7,766 shares; 2025Q2: 7,826 shares; 2025Q3: 7,119 shares 7,119 $221K <0.01% -707 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,376 shares; 2025Q2: 5,498 shares; 2025Q3: 4,148 shares 4,148 $221K <0.01% -1,350 Timeline MARM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,030 shares; 2025Q1: 7,030 shares; 2025Q2: 7,030 shares; 2025Q3: 6,688 shares 6,688 $218K <0.01% -342 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,834 shares; 2025Q3: 3,834 shares 3,834 $218K <0.01% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,474 shares; 2025Q1: 8,474 shares; 2025Q2: 8,474 shares; 2025Q3: 8,474 shares 8,474 $217K <0.01% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 6,822 shares; 2025Q1: 6,287 shares; 2025Q2: 6,108 shares; 2025Q3: 6,113 shares 6,113 $217K <0.01% +5 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,769 shares; 2025Q1: 2,680 shares; 2025Q2: 2,700 shares; 2025Q3: 2,859 shares 2,859 $217K <0.01% +159 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,514 shares; 2025Q1: 6,118 shares; 2025Q2: 5,825 shares; 2025Q3: 4,927 shares 4,927 $217K <0.01% -898 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 10,548 shares; 2025Q1: 10,273 shares; 2025Q2: 7,972 shares; 2025Q3: 8,420 shares 8,420 $217K <0.01% +448 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 8,610 shares; 2025Q1: 5,999 shares; 2025Q2: 12,858 shares; 2025Q3: 12,358 shares 12,358 $216K <0.01% -500 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,568 shares; 2024Q4: 9,568 shares; 2025Q1: 9,568 shares; 2025Q2: 9,568 shares; 2025Q3: 18,578 shares 18,578 $216K <0.01% +9,010 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 2,733 shares; 2025Q1: 2,912 shares; 2025Q2: 2,738 shares; 2025Q3: 2,812 shares 2,812 $215K <0.01% +74 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,685 shares; 2025Q1: 2,648 shares; 2025Q2: 1,810 shares; 2025Q3: 1,811 shares 1,811 $215K <0.01% +1 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 500 shares; 2025Q1: 8,283 shares; 2025Q2: 9,730 shares; 2025Q3: 9,433 shares 9,433 $215K <0.01% -297 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 2,310 shares; 2025Q1: 2,693 shares; 2025Q2: 1,492 shares; 2025Q3: 1,509 shares 1,509 $215K <0.01% +17 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 2,092 shares; 2025Q1: 2,781 shares; 2025Q2: 2,704 shares; 2025Q3: 3,110 shares 3,110 $214K <0.01% +406 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 965 shares; 2025Q1: 881 shares; 2025Q2: 1,240 shares; 2025Q3: 1,418 shares 1,418 $214K <0.01% +178 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,189 shares; 2024Q4: 3,440 shares; 2025Q1: 3,421 shares; 2025Q2: 3,444 shares; 2025Q3: 3,543 shares 3,543 $214K <0.01% +99 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,108 shares; 2025Q1: 1,081 shares; 2025Q2: 1,378 shares; 2025Q3: 1,508 shares 1,508 $213K <0.01% +130 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 7,701 shares; 2025Q3: 14,975 shares 14,975 $212K <0.01% +7,274 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,400 shares; 2025Q2: 1,700 shares; 2025Q3: 1,500 shares 1,500 $212K <0.01% -200 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 1,469 shares; 2025Q1: 1,560 shares; 2025Q2: 105,707 shares; 2025Q3: 1,485 shares 1,485 $211K <0.01% -104,222 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,467 shares; 2025Q1: 1,491 shares; 2025Q2: 1,484 shares; 2025Q3: 1,482 shares 1,482 $211K <0.01% -2 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,721 shares; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 11,723 shares; 2025Q3: 11,819 shares 11,819 $210K <0.01% +96 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,582 shares; 2025Q1: 2,482 shares; 2025Q2: 3,709 shares; 2025Q3: 2,482 shares 2,482 $210K <0.01% -1,227 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 6,687 shares; 2025Q1: 5,231 shares; 2025Q2: 5,542 shares; 2025Q3: 9,389 shares 9,389 $209K <0.01% +3,847 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 447 shares; 2025Q3: 822 shares 822 $209K <0.01% +375 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 8,649 shares; 2025Q1: 16,379 shares; 2025Q2: 14,929 shares; 2025Q3: 11,842 shares 11,842 $209K <0.01% -3,087 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,187 shares; 2024Q4: 13,978 shares; 2025Q1: 13,978 shares; 2025Q2: 19,036 shares; 2025Q3: 19,036 shares 19,036 $208K <0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 8,733 shares; 2025Q1: 8,593 shares; 2025Q2: 8,494 shares; 2025Q3: 8,394 shares 8,394 $207K <0.01% -100 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 2,365 shares; 2025Q1: not reported; 2025Q2: 4,957 shares; 2025Q3: 6,494 shares 6,494 $206K <0.01% +1,537 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,600 shares; 2025Q3: 2,780 shares 2,780 $206K <0.01% -820 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,970 shares; 2025Q2: 4,725 shares; 2025Q3: 5,250 shares 5,250 $205K <0.01% +525 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 11,542 shares; 2025Q1: 11,542 shares; 2025Q2: 11,524 shares; 2025Q3: 11,495 shares 11,495 $205K <0.01% -29 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 2,513 shares; 2025Q1: 2,496 shares; 2025Q2: 2,016 shares; 2025Q3: 2,201 shares 2,201 $205K <0.01% +185 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,770 shares; 2025Q1: 1,774 shares; 2025Q2: 2,145 shares; 2025Q3: 2,071 shares 2,071 $204K <0.01% -74 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,705 shares; 2024Q4: 9,705 shares; 2025Q1: 10,705 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares 11,147 $204K <0.01% 0 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 56,088 shares; 2025Q1: 15,781 shares; 2025Q2: 15,404 shares; 2025Q3: 10,355 shares 10,355 $204K <0.01% -5,049 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $204K <0.01% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,123 shares; 2025Q1: 1,583 shares; 2025Q2: 4,274 shares; 2025Q3: 18,114 shares 18,114 $203K <0.01% +13,840 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 668 shares; 2025Q1: 632 shares; 2025Q2: 574 shares; 2025Q3: 587 shares 587 $203K <0.01% +13 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 7,182 shares; 2025Q1: 7,182 shares; 2025Q2: 4,682 shares; 2025Q3: 3,761 shares 3,761 $202K <0.01% -921 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 5,450 shares; 2025Q1: 4,695 shares; 2025Q2: 3,700 shares; 2025Q3: 10,567 shares 10,567 $202K <0.01% +6,867 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,753 shares; 2024Q4: 25,853 shares; 2025Q1: 18,919 shares; 2025Q2: 20,340 shares; 2025Q3: 18,597 shares 18,597 $202K <0.01% -1,743 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares 6,080 $202K <0.01% 0 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,831 shares; 2024Q4: 46,706 shares; 2025Q1: 58,230 shares; 2025Q2: 54,294 shares; 2025Q3: 13,999 shares 13,999 $202K <0.01% -40,295 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 7,391 shares 7,391 $202K <0.01% +5,091 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares 15,000 $201K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 750 shares; 2025Q1: 12,768 shares; 2025Q2: 14,668 shares; 2025Q3: 16,442 shares 16,442 $201K <0.01% +1,774 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 11,297 shares; 2025Q1: 7,902 shares; 2025Q2: 5,017 shares; 2025Q3: 4,067 shares 4,067 $201K <0.01% -950 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,454 shares; 2025Q1: 3,633 shares; 2025Q2: 3,598 shares; 2025Q3: 3,695 shares 3,695 $201K <0.01% +97 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,385 shares; 2025Q3: 5,485 shares 5,485 $200K <0.01% +100 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,867 shares 3,867 $200K <0.01% new Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,547 shares; 2024Q4: 49,547 shares; 2025Q1: 49,547 shares; 2025Q2: 49,547 shares; 2025Q3: 49,547 shares 49,547 $199K <0.01% 0 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 699 shares; 2025Q1: 73,312 shares; 2025Q2: 30,328 shares; 2025Q3: 6,085 shares 6,085 $199K <0.01% -24,243 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 4,590 shares 4,590 $198K <0.01% +1,220 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 4,307 shares; 2025Q1: 1,796 shares; 2025Q2: 3,373 shares; 2025Q3: 3,401 shares 3,401 $197K <0.01% +28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 7,155 shares; 2025Q1: 3,422 shares; 2025Q2: 5,271 shares; 2025Q3: 4,317 shares 4,317 $197K <0.01% -954 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 198 shares; 2025Q1: 392 shares; 2025Q2: 395 shares; 2025Q3: 408 shares 408 $197K <0.01% +13 SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,268 shares; 2025Q3: 4,245 shares 4,245 $197K <0.01% -23 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,225 shares; 2025Q1: 1,159 shares; 2025Q2: 1,138 shares; 2025Q3: 1,155 shares 1,155 $197K <0.01% +17 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 940 shares; 2025Q1: 1,390 shares; 2025Q2: 2,719 shares; 2025Q3: 4,004 shares 4,004 $197K <0.01% +1,285 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 326 shares; 2025Q2: 320 shares; 2025Q3: 1,772 shares 1,772 $196K <0.01% +1,452 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 786 shares; 2025Q1: 355 shares; 2025Q2: 981 shares; 2025Q3: 990 shares 990 $196K <0.01% +9 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,520 shares; 2024Q4: 21,147 shares; 2025Q1: 16,414 shares; 2025Q2: 12,326 shares; 2025Q3: 13,539 shares 13,539 $195K <0.01% +1,213 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 1,294 shares; 2025Q1: 1,557 shares; 2025Q2: 1,522 shares; 2025Q3: 1,512 shares 1,512 $195K <0.01% -10 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,609 shares; 2024Q4: 7,875 shares; 2025Q1: 7,899 shares; 2025Q2: 4,919 shares; 2025Q3: 4,656 shares 4,656 $194K <0.01% -263 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,423 shares; 2025Q1: 3,576 shares; 2025Q2: 3,646 shares; 2025Q3: 6,070 shares 6,070 $193K <0.01% +2,424 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,765 shares 6,765 $192K <0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 4,201 shares; 2025Q1: 1,745 shares; 2025Q2: 1,783 shares; 2025Q3: 1,790 shares 1,790 $191K <0.01% +7 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,174 shares; 2025Q1: 3,057 shares; 2025Q2: 3,240 shares; 2025Q3: 2,687 shares 2,687 $191K <0.01% -553 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 823 shares; 2025Q1: 643 shares; 2025Q2: 545 shares; 2025Q3: 1,066 shares 1,066 $191K <0.01% +521 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 4,988 shares; 2025Q2: 4,849 shares; 2025Q3: 4,849 shares 4,849 $191K <0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 335 shares; 2025Q3: 891 shares 891 $190K <0.01% +556 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,256 shares; 2024Q4: 8,717 shares; 2025Q1: 13,843 shares; 2025Q2: 11,333 shares; 2025Q3: 5,886 shares 5,886 $189K <0.01% -5,447 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,343 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,587 shares 1,587 $189K <0.01% +361 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 11,392 shares; 2025Q1: 7,550 shares; 2025Q2: 10,364 shares; 2025Q3: 10,364 shares 10,364 $188K <0.01% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 548 shares; 2025Q2: 465 shares; 2025Q3: 755 shares 755 $188K <0.01% +290 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 5,306 shares; 2025Q1: 4,983 shares; 2025Q2: 4,844 shares; 2025Q3: 5,313 shares 5,313 $187K <0.01% +469 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,613 shares 3,613 $187K <0.01% new Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 1,458 shares; 2025Q3: 7,125 shares 7,125 $187K <0.01% +5,667 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 1,882 shares; 2025Q1: 1,549 shares; 2025Q2: 1,248 shares; 2025Q3: 2,039 shares 2,039 $187K <0.01% +791 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 158 shares; 2025Q3: 158 shares 158 $186K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,664 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,607 shares 2,607 $186K <0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 329 shares; 2025Q1: 164 shares; 2025Q2: 265 shares; 2025Q3: 5,433 shares 5,433 $186K <0.01% +5,168 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 1,793 shares; 2025Q1: 127,373 shares; 2025Q2: 5,175 shares; 2025Q3: 3,067 shares 3,067 $185K <0.01% -2,108 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 13,536 shares; 2025Q1: 9,001 shares; 2025Q2: 9,518 shares; 2025Q3: 8,433 shares 8,433 $185K <0.01% -1,085 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 5,484 shares; 2025Q1: 5,484 shares; 2025Q2: 5,284 shares; 2025Q3: 4,576 shares 4,576 $185K <0.01% -708 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 12,700 shares; 2025Q3: 15,405 shares 15,405 $185K <0.01% +2,705 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,861 shares; 2024Q4: 7,020 shares; 2025Q1: 6,544 shares; 2025Q2: 6,544 shares; 2025Q3: 6,603 shares 6,603 $184K <0.01% +59 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,473 shares; 2025Q3: 1,523 shares 1,523 $184K <0.01% +50 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,912 shares; 2025Q1: 8,806 shares; 2025Q2: 9,056 shares; 2025Q3: 10,070 shares 10,070 $184K <0.01% +1,014 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 7,126 shares; 2025Q1: 7,276 shares; 2025Q2: 6,384 shares; 2025Q3: 6,387 shares 6,387 $184K <0.01% +3 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 3,209 shares; 2025Q1: 3,094 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares 3,094 $184K <0.01% 0 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 3,192 shares; 2025Q1: 2,446 shares; 2025Q2: 2,446 shares; 2025Q3: 1,445 shares 1,445 $183K <0.01% -1,001 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,083 shares; 2025Q1: 1,071 shares; 2025Q2: 1,122 shares; 2025Q3: 1,379 shares 1,379 $183K <0.01% +257 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,820 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,464 shares 1,464 $182K <0.01% +401 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,770 shares; 2025Q1: 1,835 shares; 2025Q2: 2,698 shares; 2025Q3: 3,200 shares 3,200 $182K <0.01% +502 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,075 shares; 2024Q4: 12,291 shares; 2025Q1: 11,547 shares; 2025Q2: 11,260 shares; 2025Q3: 11,260 shares 11,260 $181K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,245 shares; 2025Q1: 1,203 shares; 2025Q2: 1,563 shares; 2025Q3: 2,683 shares 2,683 $181K <0.01% +1,120 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,021 shares; 2025Q3: 16,021 shares 16,021 $180K <0.01% +14,000 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: 3,799 shares; 2025Q1: 3,814 shares; 2025Q2: 3,826 shares; 2025Q3: 3,915 shares 3,915 $180K <0.01% +89 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,175 shares; 2025Q1: 3,022 shares; 2025Q2: 3,331 shares; 2025Q3: 2,746 shares 2,746 $180K <0.01% -585 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 3,683 shares; 2025Q1: 3,745 shares; 2025Q2: 5,024 shares; 2025Q3: 5,104 shares 5,104 $180K <0.01% +80 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 292 shares; 2025Q1: 303 shares; 2025Q2: 297 shares; 2025Q3: 401 shares 401 $180K <0.01% +104 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 4,844 shares; 2025Q1: 4,004 shares; 2025Q2: 4,025 shares; 2025Q3: 4,089 shares 4,089 $179K <0.01% +64 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 7,137 shares; 2025Q1: 6,540 shares; 2025Q2: 4,694 shares; 2025Q3: 3,837 shares 3,837 $179K <0.01% -857 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 861 shares; 2025Q1: 1,440 shares; 2025Q2: 1,992 shares; 2025Q3: 2,761 shares 2,761 $179K <0.01% +769 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,512 shares; 2025Q1: 2,525 shares; 2025Q2: 4,547 shares; 2025Q3: 5,532 shares 5,532 $178K <0.01% +985 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,252 shares; 2025Q1: 2,165 shares; 2025Q2: 2,167 shares; 2025Q3: 2,195 shares 2,195 $178K <0.01% +28 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,855 shares; 2025Q3: 3,710 shares 3,710 $178K <0.01% -1,145 Timeline FID 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $177K <0.01% 0 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,738 shares; 2025Q3: 8,138 shares 8,138 $177K <0.01% +400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,220 shares; 2025Q1: 3,035 shares; 2025Q2: 3,015 shares; 2025Q3: 2,973 shares 2,973 $177K <0.01% -42 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 562 shares; 2025Q2: 500 shares; 2025Q3: 1,989 shares 1,989 $176K <0.01% +1,489 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $176K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,157 shares 1,157 $176K <0.01% +47 Timeline FNY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,856 shares; 2025Q1: 2,115 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares 1,905 $175K <0.01% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,135 shares; 2024Q4: 15,235 shares; 2025Q1: 15,235 shares; 2025Q2: 15,610 shares; 2025Q3: 13,410 shares 13,410 $174K <0.01% -2,200 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 372 shares; 2025Q1: 403 shares; 2025Q2: 383 shares; 2025Q3: 584 shares 584 $174K <0.01% +201 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 7,452 shares; 2025Q1: 6,663 shares; 2025Q2: 5,071 shares; 2025Q3: 4,997 shares 4,997 $173K <0.01% -74 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,427 shares; 2025Q1: 3,567 shares; 2025Q2: 3,453 shares; 2025Q3: 4,007 shares 4,007 $172K <0.01% +554 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,400 shares; 2025Q3: 2,982 shares 2,982 $171K <0.01% +1,582 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 588 shares; 2025Q1: 10,121 shares; 2025Q2: 10,085 shares; 2025Q3: 2,183 shares 2,183 $171K <0.01% -7,902 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 7,147 shares; 2025Q1: 6,847 shares; 2025Q2: 6,847 shares; 2025Q3: 6,847 shares 6,847 $171K <0.01% 0 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,702 shares 3,702 $170K <0.01% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,321 shares; 2025Q1: 4,313 shares; 2025Q2: 4,067 shares; 2025Q3: 4,042 shares 4,042 $170K <0.01% -25 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 897 shares; 2025Q2: 1,562 shares; 2025Q3: 1,710 shares 1,710 $170K <0.01% +148 Timeline FEMS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,317 shares; 2024Q4: 227,025 shares; 2025Q1: 232,813 shares; 2025Q2: 3,983 shares; 2025Q3: 3,843 shares 3,843 $170K <0.01% -140 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,513 shares; 2025Q1: 2,404 shares; 2025Q2: 2,381 shares; 2025Q3: 2,273 shares 2,273 $169K <0.01% -108 Timeline SAUG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,488 shares; 2024Q4: 7,996 shares; 2025Q1: 7,996 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares 6,750 $169K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,840 shares; 2025Q2: 3,970 shares; 2025Q3: 3,132 shares 3,132 $168K <0.01% -838 Timeline EVTR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,607 shares; 2025Q1: 2,163 shares; 2025Q2: 3,235 shares; 2025Q3: 3,272 shares 3,272 $168K <0.01% +37 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 10,611 shares; 2025Q1: 15,560 shares; 2025Q2: 15,434 shares; 2025Q3: 16,934 shares 16,934 $168K <0.01% +1,500 Timeline MFUS PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,849 shares; 2025Q3: 2,986 shares 2,986 $168K <0.01% +1,137 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,315 shares; 2025Q1: 1,317 shares; 2025Q2: 1,320 shares; 2025Q3: 1,323 shares 1,323 $168K <0.01% +3 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 872 shares; 2025Q1: 618 shares; 2025Q2: 634 shares; 2025Q3: 838 shares 838 $168K <0.01% +204 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 553 shares; 2025Q2: 13,336 shares; 2025Q3: 5,399 shares 5,399 $167K <0.01% -7,937 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,632 shares; 2025Q1: 3,632 shares; 2025Q2: 3,635 shares; 2025Q3: 3,626 shares 3,626 $167K <0.01% -9 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,300 shares 3,300 $167K <0.01% -300 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,753 shares; 2024Q4: 12,182 shares; 2025Q1: 12,260 shares; 2025Q2: 12,222 shares; 2025Q3: 13,370 shares 13,370 $166K <0.01% +1,148 Timeline CGSD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,549 shares; 2025Q1: 7,512 shares; 2025Q2: 6,345 shares; 2025Q3: 6,356 shares 6,356 $165K <0.01% +11 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,492 shares; 2025Q1: 1,576 shares; 2025Q2: 1,423 shares; 2025Q3: 1,198 shares 1,198 $165K <0.01% -225 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,092 shares; 2025Q2: 2,581 shares; 2025Q3: 2,655 shares 2,655 $164K <0.01% +74 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 7,334 shares; 2025Q1: 5,384 shares; 2025Q2: 5,194 shares; 2025Q3: 5,294 shares 5,294 $163K <0.01% +100 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,812 shares; 2024Q4: 17,931 shares; 2025Q1: 18,305 shares; 2025Q2: 18,305 shares; 2025Q3: 18,305 shares 18,305 $163K <0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 1,009 shares; 2025Q2: 927 shares; 2025Q3: 883 shares 883 $163K <0.01% -44 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 2,655 shares; 2025Q1: 2,715 shares; 2025Q2: 2,716 shares; 2025Q3: 3,097 shares 3,097 $163K <0.01% +381 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,477 shares; 2024Q4: 7,477 shares; 2025Q1: 7,477 shares; 2025Q2: 7,727 shares; 2025Q3: 7,727 shares 7,727 $161K <0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 549 shares; 2025Q1: 540 shares; 2025Q2: 605 shares; 2025Q3: 793 shares 793 $161K <0.01% +188 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,058 shares; 2025Q1: 271 shares; 2025Q2: 1,062 shares; 2025Q3: 1,526 shares 1,526 $161K <0.01% +464 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 4,243 shares; 2025Q1: 6,343 shares; 2025Q2: 9,243 shares; 2025Q3: 15,743 shares 15,743 $161K <0.01% +6,500 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 16,864 shares; 2025Q1: 17,852 shares; 2025Q2: 17,809 shares; 2025Q3: 17,809 shares 17,809 $160K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,137 shares; 2025Q1: 1,801 shares; 2025Q2: 1,811 shares; 2025Q3: 2,875 shares 2,875 $160K <0.01% +1,064 Timeline GSEP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,375 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 4,200 shares 4,200 $160K <0.01% +425 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 1,667 shares; 2025Q1: 1,503 shares; 2025Q2: 1,530 shares; 2025Q3: 2,122 shares 2,122 $159K <0.01% +592 Timeline VERITEX HLDGS INC VERITEX HLDGS INC More: the full row for VERITEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,729 shares; 2025Q1: 4,729 shares; 2025Q2: 4,729 shares; 2025Q3: 4,729 shares 4,729 $159K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,471 shares; 2025Q1: 4,058 shares; 2025Q2: 3,206 shares; 2025Q3: 3,316 shares 3,316 $158K <0.01% +110 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares 3,062 $158K <0.01% 0 Timeline XBFZX BLACKROCK CA MUNI INC TR More: the full row for BLACKROCK CA MUNI INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,367 shares; 2024Q4: 19,713 shares; 2025Q1: 19,713 shares; 2025Q2: 13,625 shares; 2025Q3: 14,425 shares 14,425 $158K <0.01% +800 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 715 shares; 2025Q1: 583 shares; 2025Q2: 534 shares; 2025Q3: 836 shares 836 $158K <0.01% +302 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,192 shares; 2025Q1: 6,778 shares; 2025Q2: 8,009 shares; 2025Q3: 5,817 shares 5,817 $157K <0.01% -2,192 Timeline ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,275 shares; 2024Q4: 80,675 shares; 2025Q1: 55,100 shares; 2025Q2: 45,300 shares; 2025Q3: 46,300 shares 46,300 $157K <0.01% +1,000 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 700 shares; 2025Q1: 574 shares; 2025Q2: 850 shares; 2025Q3: 1,786 shares 1,786 $157K <0.01% +936 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 2,145 shares; 2025Q2: 2,163 shares; 2025Q3: 1,889 shares 1,889 $157K <0.01% -274 Timeline HGTY HAGERTY INC More: the full row for HAGERTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 10,325 shares; 2025Q1: 11,155 shares; 2025Q2: 11,624 shares; 2025Q3: 13,027 shares 13,027 $157K <0.01% +1,403 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 571 shares; 2025Q1: 567 shares; 2025Q2: 500 shares; 2025Q3: 596 shares 596 $156K <0.01% +96 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 905 shares; 2025Q1: 995 shares; 2025Q2: 978 shares; 2025Q3: 542 shares 542 $156K <0.01% -436 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,516 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares 5,863 $156K <0.01% 0 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares 2,625 $156K <0.01% 0 Timeline AGIG ABUNDIA GLOBAL IMPACT GROUP More: the full row for ABUNDIA GLOBAL IMPACT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares 25,000 $156K <0.01% new Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,330 shares; 2024Q4: 21,614 shares; 2025Q1: 16,635 shares; 2025Q2: 15,764 shares; 2025Q3: 14,012 shares 14,012 $155K <0.01% -1,752 Timeline FXZ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 3,981 shares; 2025Q1: 3,736 shares; 2025Q2: 2,583 shares; 2025Q3: 2,519 shares 2,519 $155K <0.01% -64 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,109 shares; 2025Q1: 2,842 shares; 2025Q2: 2,713 shares; 2025Q3: 2,713 shares 2,713 $155K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,597 shares; 2025Q1: 2,697 shares; 2025Q2: 2,700 shares; 2025Q3: 3,342 shares 3,342 $155K <0.01% +642 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,304 shares; 2024Q4: 23,441 shares; 2025Q1: 23,231 shares; 2025Q2: 24,181 shares; 2025Q3: 25,238 shares 25,238 $154K <0.01% +1,057 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 2,392 shares; 2025Q3: 2,346 shares 2,346 $154K <0.01% -46 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,099 shares; 2024Q4: 12,194 shares; 2025Q1: 12,571 shares; 2025Q2: 12,596 shares; 2025Q3: 15,478 shares 15,478 $154K <0.01% +2,882 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 478 shares 478 $154K <0.01% +433 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,071 shares 9,071 $154K <0.01% new Timeline