CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 10,858 shares; 2025Q1: 11,512 shares; 2025Q2: 12,034 shares; 2025Q3: 11,764 shares; 2025Q4: 12,203 shares 12,203 $439K <0.01% +439 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 3,471 shares; 2025Q1: 3,511 shares; 2025Q2: 3,040 shares; 2025Q3: 3,108 shares; 2025Q4: 3,302 shares 3,302 $437K <0.01% +194 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,163 shares; 2024Q4: 44,163 shares; 2025Q1: 39,683 shares; 2025Q2: 40,130 shares; 2025Q3: 45,589 shares; 2025Q4: 34,339 shares 34,339 $436K <0.01% -11,250 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 10,292 shares; 2025Q1: 9,528 shares; 2025Q2: 8,123 shares; 2025Q3: 7,638 shares; 2025Q4: 7,084 shares 7,084 $435K <0.01% -554 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,620 shares; 2024Q4: 14,725 shares; 2025Q1: 13,317 shares; 2025Q2: 10,533 shares; 2025Q3: 16,577 shares; 2025Q4: 17,497 shares 17,497 $434K <0.01% +920 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,500 shares; 2025Q1: 104,000 shares; 2025Q2: 95,350 shares; 2025Q3: 80,580 shares; 2025Q4: 72,030 shares 72,030 $434K <0.01% -8,550 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,831 shares; 2024Q4: 10,940 shares; 2025Q1: 10,923 shares; 2025Q2: 10,972 shares; 2025Q3: 11,445 shares; 2025Q4: 11,937 shares 11,937 $433K <0.01% +492 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,739 shares; 2025Q1: 4,236 shares; 2025Q2: 4,674 shares; 2025Q3: 4,545 shares; 2025Q4: 4,587 shares 4,587 $433K <0.01% +42 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 1,874 shares; 2025Q1: 1,691 shares; 2025Q2: 1,989 shares; 2025Q3: 1,853 shares; 2025Q4: 1,846 shares 1,846 $432K <0.01% -7 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,653 shares; 2024Q4: 92,853 shares; 2025Q1: 92,960 shares; 2025Q2: 39,379 shares; 2025Q3: 33,768 shares; 2025Q4: 34,099 shares 34,099 $432K <0.01% +331 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,789 shares; 2024Q4: 11,165 shares; 2025Q1: 10,465 shares; 2025Q2: 10,465 shares; 2025Q3: 11,003 shares; 2025Q4: 11,018 shares 11,018 $430K <0.01% +15 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 17,918 shares; 2025Q1: 14,822 shares; 2025Q2: 16,983 shares; 2025Q3: 8,736 shares; 2025Q4: 9,287 shares 9,287 $430K <0.01% +551 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 12,655 shares; 2025Q1: 8,842 shares; 2025Q2: 8,848 shares; 2025Q3: 11,936 shares; 2025Q4: 7,079 shares 7,079 $430K <0.01% -4,857 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,505 shares; 2024Q4: 100,572 shares; 2025Q1: 100,079 shares; 2025Q2: 99,996 shares; 2025Q3: 110,390 shares; 2025Q4: 14,387 shares 14,387 $429K <0.01% -96,003 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,621 shares; 2024Q4: 22,358 shares; 2025Q1: 25,222 shares; 2025Q2: 23,230 shares; 2025Q3: 24,092 shares; 2025Q4: 22,630 shares 22,630 $429K <0.01% -1,462 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,402 shares; 2025Q1: 6,403 shares; 2025Q2: 6,375 shares; 2025Q3: 6,177 shares; 2025Q4: 6,178 shares 6,178 $428K <0.01% +1 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 375 shares; 2025Q1: 9,189 shares; 2025Q2: 10,612 shares; 2025Q3: 10,969 shares; 2025Q4: 12,036 shares 12,036 $427K <0.01% +1,067 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,124 shares; 2024Q4: 8,707 shares; 2025Q1: 9,745 shares; 2025Q2: 9,831 shares; 2025Q3: 9,540 shares; 2025Q4: 9,342 shares 9,342 $426K <0.01% -198 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 2,047 shares; 2025Q1: 2,162 shares; 2025Q2: 2,158 shares; 2025Q3: 2,217 shares; 2025Q4: 2,202 shares 2,202 $426K <0.01% -15 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 3,138 shares; 2025Q1: 3,220 shares; 2025Q2: 2,945 shares; 2025Q3: 3,263 shares; 2025Q4: 3,063 shares 3,063 $426K <0.01% -200 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 5,294 shares; 2025Q1: 5,275 shares; 2025Q2: 2,832 shares; 2025Q3: 2,818 shares; 2025Q4: 2,820 shares 2,820 $423K <0.01% +2 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,475 shares; 2024Q4: 22,819 shares; 2025Q1: 22,967 shares; 2025Q2: 29,275 shares; 2025Q3: 19,037 shares; 2025Q4: 7,812 shares 7,812 $422K <0.01% -11,225 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,540 shares; 2025Q2: 3,570 shares; 2025Q3: 3,605 shares; 2025Q4: 3,888 shares 3,888 $422K <0.01% +283 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 7,974 shares; 2025Q1: 7,664 shares; 2025Q2: 7,644 shares; 2025Q3: 8,774 shares; 2025Q4: 14,804 shares 14,804 $422K <0.01% +6,030 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,383 shares; 2024Q4: 3,670 shares; 2025Q1: 3,670 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 17,292 shares 17,292 $421K <0.01% +14,292 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 11,378 shares; 2025Q1: 21,758 shares; 2025Q2: 18,729 shares; 2025Q3: 12,214 shares; 2025Q4: 10,293 shares 10,293 $418K <0.01% -1,921 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 2,092 shares; 2025Q1: 2,781 shares; 2025Q2: 2,704 shares; 2025Q3: 3,110 shares; 2025Q4: 5,830 shares 5,830 $418K <0.01% +2,720 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,574 shares; 2024Q4: 15,574 shares; 2025Q1: 15,574 shares; 2025Q2: 15,574 shares; 2025Q3: 15,574 shares; 2025Q4: 15,574 shares 15,574 $417K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 926 shares; 2025Q1: 869 shares; 2025Q2: 900 shares; 2025Q3: 2,155 shares; 2025Q4: 2,789 shares 2,789 $416K <0.01% +634 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $413K <0.01% 0 Timeline DTCX DATACENTREX INC More: the full row for DATACENTREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,000 shares 150,000 $412K <0.01% new Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,923 shares; 2024Q4: 32,007 shares; 2025Q1: 32,049 shares; 2025Q2: 31,823 shares; 2025Q3: 31,889 shares; 2025Q4: 32,618 shares 32,618 $411K <0.01% +729 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,127 shares; 2025Q3: 1,526 shares; 2025Q4: 1,447 shares 1,447 $411K <0.01% -79 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,387 shares; 2025Q4: 118,406 shares 118,406 $411K <0.01% -7,981 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,411 shares; 2025Q1: 2,488 shares; 2025Q2: 2,507 shares; 2025Q3: 2,386 shares; 2025Q4: 2,357 shares 2,357 $411K <0.01% -29 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,119 shares; 2024Q4: 23,416 shares; 2025Q1: 23,541 shares; 2025Q2: 23,650 shares; 2025Q3: 21,798 shares; 2025Q4: 21,914 shares 21,914 $408K <0.01% +116 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,398 shares; 2024Q4: 15,898 shares; 2025Q1: 15,348 shares; 2025Q2: 15,748 shares; 2025Q3: 15,923 shares; 2025Q4: 15,923 shares 15,923 $408K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,070 shares; 2024Q4: 159,543 shares; 2025Q1: 160,372 shares; 2025Q2: 8,975 shares; 2025Q3: 13,295 shares; 2025Q4: 8,412 shares 8,412 $406K <0.01% -4,883 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,097 shares; 2024Q4: 32,598 shares; 2025Q1: 47,043 shares; 2025Q2: 29,043 shares; 2025Q3: 28,695 shares; 2025Q4: 28,335 shares 28,335 $406K <0.01% -360 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,062 shares; 2024Q4: 31,390 shares; 2025Q1: 29,140 shares; 2025Q2: 23,567 shares; 2025Q3: 24,067 shares; 2025Q4: 24,617 shares 24,617 $405K <0.01% +550 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares 8,000 $405K <0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 1,044 shares; 2025Q1: 813 shares; 2025Q2: 819 shares; 2025Q3: 814 shares; 2025Q4: 1,005 shares 1,005 $404K <0.01% +191 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 306 shares; 2025Q1: 313 shares; 2025Q2: 292 shares; 2025Q3: 297 shares; 2025Q4: 290 shares 290 $404K <0.01% -7 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 2,503 shares; 2025Q1: 7,976 shares; 2025Q2: 12,466 shares; 2025Q3: 19,912 shares; 2025Q4: 23,045 shares 23,045 $403K <0.01% +3,133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,849 shares; 2025Q3: 2,986 shares; 2025Q4: 7,109 shares 7,109 $402K <0.01% +4,123 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,884 shares; 2025Q1: 5,925 shares; 2025Q2: 5,932 shares; 2025Q3: 6,073 shares; 2025Q4: 5,956 shares 5,956 $402K <0.01% -117 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,976 shares; 2025Q1: 4,976 shares; 2025Q2: 7,619 shares; 2025Q3: 4,873 shares; 2025Q4: 3,942 shares 3,942 $401K <0.01% -931 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,256 shares; 2025Q2: 120,575 shares; 2025Q3: 119,699 shares; 2025Q4: 105,540 shares 105,540 $401K <0.01% -14,159 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 247 shares; 2025Q1: 366 shares; 2025Q2: 372 shares; 2025Q3: 244 shares; 2025Q4: 237 shares 237 $401K <0.01% -7 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,331 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 2,629 shares; 2025Q4: 3,489 shares 3,489 $401K <0.01% +860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,410 shares; 2025Q1: 5,314 shares; 2025Q2: 4,608 shares; 2025Q3: 4,651 shares; 2025Q4: 5,277 shares 5,277 $400K <0.01% +626 Timeline HIGH 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,374 shares; 2024Q4: 57,060 shares; 2025Q1: 50,692 shares; 2025Q2: 43,630 shares; 2025Q3: 39,556 shares; 2025Q4: 17,931 shares 17,931 $400K <0.01% -21,625 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,652 shares; 2025Q1: 2,111 shares; 2025Q2: 1,968 shares; 2025Q3: 1,858 shares; 2025Q4: 1,778 shares 1,778 $400K <0.01% -80 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,990 shares; 2025Q3: 19,202 shares; 2025Q4: 7,136 shares 7,136 $398K <0.01% -12,066 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 640 shares; 2025Q1: 654 shares; 2025Q2: 653 shares; 2025Q3: 780 shares; 2025Q4: 779 shares 779 $398K <0.01% -1 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 16,083 shares; 2025Q1: 17,668 shares; 2025Q2: 18,114 shares; 2025Q3: 21,349 shares; 2025Q4: 20,141 shares 20,141 $397K <0.01% -1,208 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,954 shares; 2024Q4: 31,881 shares; 2025Q1: 34,896 shares; 2025Q2: 35,291 shares; 2025Q3: 35,910 shares; 2025Q4: 34,497 shares 34,497 $395K <0.01% -1,413 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 20,380 shares; 2025Q1: 35,380 shares; 2025Q2: 37,990 shares; 2025Q3: 40,735 shares; 2025Q4: 33,718 shares 33,718 $394K <0.01% -7,017 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,585 shares; 2025Q1: 1,369 shares; 2025Q2: 1,380 shares; 2025Q3: 1,762 shares; 2025Q4: 1,815 shares 1,815 $394K <0.01% +53 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 10,010 shares; 2025Q1: 10,010 shares; 2025Q2: 10,010 shares; 2025Q3: 8,935 shares; 2025Q4: 8,344 shares 8,344 $394K <0.01% -591 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 4,906 shares; 2025Q1: 5,353 shares; 2025Q2: 3,146 shares; 2025Q3: 3,740 shares; 2025Q4: 3,992 shares 3,992 $393K <0.01% +252 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,930 shares; 2024Q4: 19,267 shares; 2025Q1: 18,450 shares; 2025Q2: 17,939 shares; 2025Q3: 17,796 shares; 2025Q4: 18,109 shares 18,109 $392K <0.01% +313 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,451 shares; 2024Q4: 30,925 shares; 2025Q1: 34,917 shares; 2025Q2: 34,917 shares; 2025Q3: 36,785 shares; 2025Q4: 28,609 shares 28,609 $392K <0.01% -8,176 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,017 shares; 2024Q4: 8,327 shares; 2025Q1: 119,993 shares; 2025Q2: 19,540 shares; 2025Q3: 8,548 shares; 2025Q4: 6,528 shares 6,528 $392K <0.01% -2,020 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,699 shares; 2025Q1: 2,799 shares; 2025Q2: 3,349 shares; 2025Q3: 15,686 shares; 2025Q4: 16,006 shares 16,006 $392K <0.01% +320 Timeline NOVP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,855 shares 12,855 $391K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,464 shares; 2025Q1: 2,503 shares; 2025Q2: 3,059 shares; 2025Q3: 2,907 shares; 2025Q4: 3,758 shares 3,758 $391K <0.01% +851 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 4,107 shares; 2025Q1: 4,107 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 5,109 shares 5,109 $391K <0.01% -2 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 897 shares; 2025Q2: 1,562 shares; 2025Q3: 1,710 shares; 2025Q4: 3,880 shares 3,880 $391K <0.01% +2,170 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,217 shares; 2024Q4: 12,235 shares; 2025Q1: 17,029 shares; 2025Q2: 18,101 shares; 2025Q3: 10,585 shares; 2025Q4: 8,990 shares 8,990 $389K <0.01% -1,595 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 3,115 shares; 2025Q3: 4,101 shares; 2025Q4: 3,969 shares 3,969 $389K <0.01% -132 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 1,469 shares; 2025Q1: 1,560 shares; 2025Q2: 105,707 shares; 2025Q3: 1,485 shares; 2025Q4: 2,834 shares 2,834 $385K <0.01% +1,349 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,351 shares; 2024Q4: 12,558 shares; 2025Q1: 1,339 shares; 2025Q2: 1,120 shares; 2025Q3: 1,091 shares; 2025Q4: 23,942 shares 23,942 $385K <0.01% +22,851 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,450 shares; 2025Q1: 2,444 shares; 2025Q2: 2,485 shares; 2025Q3: 1,917 shares; 2025Q4: 1,926 shares 1,926 $383K <0.01% +9 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 14,992 shares; 2025Q1: 15,443 shares; 2025Q2: 18,992 shares; 2025Q3: 15,024 shares; 2025Q4: 14,902 shares 14,902 $381K <0.01% -122 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,310 shares; 2025Q1: 7,160 shares; 2025Q2: 7,160 shares; 2025Q3: 7,160 shares; 2025Q4: 7,460 shares 7,460 $381K <0.01% +300 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 13,158 shares; 2025Q1: 4,565 shares; 2025Q2: 3,871 shares; 2025Q3: 3,878 shares; 2025Q4: 3,885 shares 3,885 $380K <0.01% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,345 shares; 2025Q3: 5,345 shares; 2025Q4: 5,445 shares 5,445 $380K <0.01% +100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,456 shares; 2025Q1: 3,756 shares; 2025Q2: 4,256 shares; 2025Q3: 4,238 shares; 2025Q4: 4,338 shares 4,338 $379K <0.01% +100 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 5,936 shares; 2025Q1: 5,828 shares; 2025Q2: 5,884 shares; 2025Q3: 5,407 shares; 2025Q4: 4,191 shares 4,191 $379K <0.01% -1,216 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,327 shares; 2025Q1: 2,765 shares; 2025Q2: 4,008 shares; 2025Q3: 4,077 shares; 2025Q4: 4,098 shares 4,098 $378K <0.01% +21 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,319 shares; 2024Q4: 37,624 shares; 2025Q1: 37,182 shares; 2025Q2: 37,720 shares; 2025Q3: 37,872 shares; 2025Q4: 33,387 shares 33,387 $377K <0.01% -4,485 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 2,084 shares; 2025Q1: 1,766 shares; 2025Q2: 1,844 shares; 2025Q3: 1,863 shares; 2025Q4: 1,829 shares 1,829 $377K <0.01% -34 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,645 shares; 2024Q4: 25,745 shares; 2025Q1: 27,445 shares; 2025Q2: 27,445 shares; 2025Q3: 29,745 shares; 2025Q4: 35,545 shares 35,545 $377K <0.01% +5,800 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 3,657 shares; 2025Q4: 17,269 shares 17,269 $376K <0.01% +13,612 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,610 shares; 2025Q1: 2,944 shares; 2025Q2: 3,307 shares; 2025Q3: 4,171 shares; 2025Q4: 4,790 shares 4,790 $375K <0.01% +619 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,473 shares; 2024Q4: 9,510 shares; 2025Q1: 9,406 shares; 2025Q2: 8,923 shares; 2025Q3: 7,244 shares; 2025Q4: 5,483 shares 5,483 $375K <0.01% -1,761 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,658 shares; 2025Q1: 3,576 shares; 2025Q2: 3,498 shares; 2025Q3: 3,449 shares; 2025Q4: 3,486 shares 3,486 $375K <0.01% +37 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,994 shares; 2025Q1: 2,054 shares; 2025Q2: 2,198 shares; 2025Q3: 2,069 shares; 2025Q4: 1,894 shares 1,894 $373K <0.01% -175 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 5,082 shares; 2025Q1: 5,240 shares; 2025Q2: 5,450 shares; 2025Q3: 5,760 shares; 2025Q4: 5,742 shares 5,742 $373K <0.01% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,727 shares; 2024Q4: 11,727 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares; 2025Q3: 11,377 shares; 2025Q4: 11,363 shares 11,363 $372K <0.01% -14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,403 shares; 2025Q2: 3,305 shares; 2025Q3: 4,876 shares; 2025Q4: 5,958 shares 5,958 $372K <0.01% +1,082 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 5,343 shares; 2025Q1: 5,343 shares; 2025Q2: 5,343 shares; 2025Q3: 5,343 shares; 2025Q4: 5,487 shares 5,487 $371K <0.01% +144 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,331 shares 20,331 $371K <0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 2,751 shares; 2025Q1: 2,734 shares; 2025Q2: 6,844 shares; 2025Q3: 7,517 shares; 2025Q4: 9,163 shares 9,163 $370K <0.01% +1,646 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,597 shares; 2025Q1: 3,485 shares; 2025Q2: 3,408 shares; 2025Q3: 3,487 shares; 2025Q4: 3,453 shares 3,453 $370K <0.01% -34 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 29,748 shares; 2025Q4: 16,455 shares 16,455 $369K <0.01% -13,293 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,834 shares; 2024Q4: 10,264 shares; 2025Q1: 8,878 shares; 2025Q2: 9,292 shares; 2025Q3: 9,292 shares; 2025Q4: 9,292 shares 9,292 $368K <0.01% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 9,689 shares; 2025Q1: 7,914 shares; 2025Q2: 7,594 shares; 2025Q3: 7,844 shares; 2025Q4: 7,299 shares 7,299 $368K <0.01% -545 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 5,979 shares; 2025Q1: 5,101 shares; 2025Q2: 5,101 shares; 2025Q3: 7,212 shares; 2025Q4: 7,249 shares 7,249 $368K <0.01% +37 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,582 shares; 2025Q1: 16,251 shares; 2025Q2: 16,268 shares; 2025Q3: 17,371 shares; 2025Q4: 17,371 shares 17,371 $367K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 4,118 shares; 2025Q1: 6,919 shares; 2025Q2: 9,766 shares; 2025Q3: 7,712 shares; 2025Q4: 7,266 shares 7,266 $366K <0.01% -446 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 7,380 shares; 2025Q4: 7,380 shares 7,380 $366K <0.01% 0 Timeline RJDI CARILLON SER TR More: the full row for CARILLON SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,475 shares 14,475 $366K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 4,881 shares; 2025Q1: 6,107 shares; 2025Q2: 5,646 shares; 2025Q3: 5,239 shares; 2025Q4: 4,717 shares 4,717 $365K <0.01% -522 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: not reported; 2025Q1: 99,900 shares; 2025Q2: 99,900 shares; 2025Q3: 99,900 shares; 2025Q4: 99,900 shares 99,900 $365K <0.01% 0 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,907 shares; 2025Q1: 2,702 shares; 2025Q2: 3,039 shares; 2025Q3: 3,271 shares; 2025Q4: 3,299 shares 3,299 $364K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,855 shares; 2025Q3: 3,710 shares; 2025Q4: 5,206 shares 5,206 $363K <0.01% +1,496 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 674 shares; 2025Q1: 705 shares; 2025Q2: 945 shares; 2025Q3: 11,313 shares; 2025Q4: 14,252 shares 14,252 $363K <0.01% +2,939 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,055 shares; 2024Q4: 31,055 shares; 2025Q1: 31,055 shares; 2025Q2: 33,955 shares; 2025Q3: 30,973 shares; 2025Q4: 30,973 shares 30,973 $363K <0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,669 shares; 2024Q4: 12,326 shares; 2025Q1: 11,311 shares; 2025Q2: 12,310 shares; 2025Q3: 10,536 shares; 2025Q4: 8,110 shares 8,110 $362K <0.01% -2,426 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,719 shares; 2025Q1: 4,174 shares; 2025Q2: 4,431 shares; 2025Q3: 4,195 shares; 2025Q4: 4,049 shares 4,049 $361K <0.01% -146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 2,311 shares; 2025Q1: 2,964 shares; 2025Q2: 3,207 shares; 2025Q3: 3,487 shares; 2025Q4: 3,381 shares 3,381 $360K <0.01% -106 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,248 shares; 2025Q1: 3,297 shares; 2025Q2: 3,495 shares; 2025Q3: 3,597 shares; 2025Q4: 3,629 shares 3,629 $359K <0.01% +32 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 3,691 shares; 2025Q1: 3,239 shares; 2025Q2: 3,247 shares; 2025Q3: 3,346 shares; 2025Q4: 3,244 shares 3,244 $358K <0.01% -102 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 4,018 shares; 2025Q1: 3,425 shares; 2025Q2: 3,782 shares; 2025Q3: 3,845 shares; 2025Q4: 3,773 shares 3,773 $356K <0.01% -72 Timeline CEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,770 shares 18,770 $355K <0.01% new Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 4,822 shares; 2025Q1: 4,765 shares; 2025Q2: 4,166 shares; 2025Q3: 4,093 shares; 2025Q4: 4,093 shares 4,093 $354K <0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 9,022 shares; 2025Q1: 11,946 shares; 2025Q2: 11,820 shares; 2025Q3: 11,570 shares; 2025Q4: 18,280 shares 18,280 $354K <0.01% +6,710 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,951 shares; 2025Q1: 1,952 shares; 2025Q2: 2,021 shares; 2025Q3: 1,757 shares; 2025Q4: 1,738 shares 1,738 $354K <0.01% -19 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,492 shares; 2025Q1: 1,576 shares; 2025Q2: 1,423 shares; 2025Q3: 1,198 shares; 2025Q4: 1,826 shares 1,826 $354K <0.01% +628 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 733 shares; 2025Q1: 639 shares; 2025Q2: 630 shares; 2025Q3: 1,000 shares; 2025Q4: 1,408 shares 1,408 $353K <0.01% +408 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,771 shares; 2025Q1: 4,681 shares; 2025Q2: 4,996 shares; 2025Q3: 10,918 shares; 2025Q4: 10,523 shares 10,523 $353K <0.01% -395 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,208 shares; 2024Q4: 8,449 shares; 2025Q1: 7,478 shares; 2025Q2: 7,957 shares; 2025Q3: 8,011 shares; 2025Q4: 7,918 shares 7,918 $353K <0.01% -93 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,467 shares; 2025Q1: 1,578 shares; 2025Q2: 2,090 shares; 2025Q3: 2,496 shares; 2025Q4: 2,033 shares 2,033 $352K <0.01% -463 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,320 shares; 2025Q1: 4,652 shares; 2025Q2: 4,866 shares; 2025Q3: 4,855 shares; 2025Q4: 5,499 shares 5,499 $352K <0.01% +644 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 8,814 shares; 2025Q1: 8,684 shares; 2025Q2: 8,895 shares; 2025Q3: 8,122 shares; 2025Q4: 8,963 shares 8,963 $351K <0.01% +841 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 6,180 shares; 2025Q1: 7,517 shares; 2025Q2: 6,461 shares; 2025Q3: 7,226 shares; 2025Q4: 7,338 shares 7,338 $350K <0.01% +112 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 1,118 shares; 2025Q1: 1,106 shares; 2025Q2: 1,265 shares; 2025Q3: 1,658 shares; 2025Q4: 1,674 shares 1,674 $350K <0.01% +16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,632 shares; 2024Q4: 93,647 shares; 2025Q1: 101,609 shares; 2025Q2: 93,767 shares; 2025Q3: 93,779 shares; 2025Q4: 93,797 shares 93,797 $348K <0.01% +18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,408 shares; 2024Q4: 17,380 shares; 2025Q1: 18,109 shares; 2025Q2: 14,685 shares; 2025Q3: 14,623 shares; 2025Q4: 14,432 shares 14,432 $346K <0.01% -191 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 7,170 shares; 2025Q1: 7,170 shares; 2025Q2: 7,170 shares; 2025Q3: 6,110 shares; 2025Q4: 5,960 shares 5,960 $344K <0.01% -150 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 5,632 shares; 2025Q1: 5,634 shares; 2025Q2: 5,427 shares; 2025Q3: 5,213 shares; 2025Q4: 5,217 shares 5,217 $344K <0.01% +4 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,253 shares; 2025Q4: 2,240 shares 2,240 $344K <0.01% -13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 10,868 shares; 2025Q1: 10,868 shares; 2025Q2: 10,868 shares; 2025Q3: 10,868 shares; 2025Q4: 10,868 shares 10,868 $342K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,393 shares; 2025Q1: 4,139 shares; 2025Q2: 6,683 shares; 2025Q3: 6,078 shares; 2025Q4: 5,411 shares 5,411 $342K <0.01% -667 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 446 shares; 2025Q2: 410 shares; 2025Q3: 465 shares; 2025Q4: 10,791 shares 10,791 $342K <0.01% +10,326 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 927 shares; 2025Q3: 5,392 shares; 2025Q4: 6,685 shares 6,685 $341K <0.01% +1,293 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,040 shares; 2024Q4: 46,040 shares; 2025Q1: 46,040 shares; 2025Q2: 44,551 shares; 2025Q3: 44,551 shares; 2025Q4: 44,551 shares 44,551 $341K <0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 693 shares; 2025Q1: 703 shares; 2025Q2: 690 shares; 2025Q3: 785 shares; 2025Q4: 1,009 shares 1,009 $341K <0.01% +224 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,319 shares; 2024Q4: 28,506 shares; 2025Q1: 19,088 shares; 2025Q2: 17,725 shares; 2025Q3: 5,723 shares; 2025Q4: 4,528 shares 4,528 $340K <0.01% -1,195 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,494 shares; 2024Q4: 11,485 shares; 2025Q1: 10,485 shares; 2025Q2: 9,986 shares; 2025Q3: 9,361 shares; 2025Q4: 8,600 shares 8,600 $340K <0.01% -761 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $339K <0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 1,874 shares; 2025Q1: 2,123 shares; 2025Q2: 2,117 shares; 2025Q3: 2,167 shares; 2025Q4: 2,117 shares 2,117 $338K <0.01% -50 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 7,703 shares; 2025Q1: 7,703 shares; 2025Q2: 7,703 shares; 2025Q3: 1,459,109 shares; 2025Q4: 7,703 shares 7,703 $338K <0.01% -1,451,406 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,595 shares; 2025Q3: 6,595 shares; 2025Q4: 19,269 shares 19,269 $338K <0.01% +12,674 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,112 shares; 2024Q4: 12,250 shares; 2025Q1: 11,112 shares; 2025Q2: 10,121 shares; 2025Q3: 10,121 shares; 2025Q4: 9,706 shares 9,706 $338K <0.01% -415 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 2,670 shares; 2025Q1: 2,193 shares; 2025Q2: 2,082 shares; 2025Q3: 2,066 shares; 2025Q4: 2,002 shares 2,002 $337K <0.01% -64 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,130 shares; 2024Q4: 14,130 shares; 2025Q1: 9,194 shares; 2025Q2: 9,194 shares; 2025Q3: 9,194 shares; 2025Q4: 9,194 shares 9,194 $336K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,306 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares 4,292 $335K <0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 3,031 shares; 2025Q2: 2,819 shares; 2025Q3: 2,802 shares; 2025Q4: 2,910 shares 2,910 $335K <0.01% +108 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,650 shares; 2025Q1: 2,869 shares; 2025Q2: 4,119 shares; 2025Q3: 4,290 shares; 2025Q4: 4,308 shares 4,308 $333K <0.01% +18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,212 shares; 2025Q3: 5,243 shares; 2025Q4: 5,335 shares 5,335 $333K <0.01% +92 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 1,745 shares; 2025Q2: 1,800 shares; 2025Q3: 1,840 shares; 2025Q4: 1,785 shares 1,785 $333K <0.01% -55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 4,693 shares; 2025Q2: 650 shares; 2025Q3: 19,227 shares; 2025Q4: 16,335 shares 16,335 $332K <0.01% -2,892 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,363 shares; 2024Q4: 13,372 shares; 2025Q1: 13,194 shares; 2025Q2: 13,077 shares; 2025Q3: 11,671 shares; 2025Q4: 10,555 shares 10,555 $330K <0.01% -1,116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 6,593 shares; 2025Q1: 6,167 shares; 2025Q2: 6,167 shares; 2025Q3: 6,086 shares; 2025Q4: 5,805 shares 5,805 $329K <0.01% -281 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,524 shares; 2025Q1: 4,556 shares; 2025Q2: 4,620 shares; 2025Q3: 7,116 shares; 2025Q4: 8,588 shares 8,588 $329K <0.01% +1,472 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,944 shares; 2025Q1: 1,655 shares; 2025Q2: 1,646 shares; 2025Q3: 1,630 shares; 2025Q4: 1,608 shares 1,608 $329K <0.01% -22 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,169 shares; 2025Q1: 10,419 shares; 2025Q2: 11,495 shares; 2025Q3: 11,415 shares; 2025Q4: 10,991 shares 10,991 $328K <0.01% -424 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,870 shares; 2024Q4: 23,258 shares; 2025Q1: 20,697 shares; 2025Q2: 19,461 shares; 2025Q3: 19,132 shares; 2025Q4: 18,950 shares 18,950 $328K <0.01% -182 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 23,765 shares 23,765 $328K <0.01% +21,265 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,663 shares; 2025Q1: 2,651 shares; 2025Q2: 3,029 shares; 2025Q3: 15,146 shares; 2025Q4: 15,325 shares 15,325 $328K <0.01% +179 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 3,676 shares; 2025Q1: 1,204 shares; 2025Q2: 1,161 shares; 2025Q3: 1,191 shares; 2025Q4: 985 shares 985 $327K <0.01% -206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 5,089 shares; 2025Q3: 87,482 shares; 2025Q4: 87,857 shares 87,857 $325K <0.01% +375 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,839 shares; 2024Q4: 7,739 shares; 2025Q1: 7,739 shares; 2025Q2: 7,639 shares; 2025Q3: 7,629 shares; 2025Q4: 6,339 shares 6,339 $325K <0.01% -1,290 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 1,968 shares; 2025Q1: 1,711 shares; 2025Q2: 1,668 shares; 2025Q3: 969 shares; 2025Q4: 802 shares 802 $324K <0.01% -167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,915 shares; 2024Q4: 10,315 shares; 2025Q1: 9,375 shares; 2025Q2: 8,725 shares; 2025Q3: 8,945 shares; 2025Q4: 9,795 shares 9,795 $323K <0.01% +850 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,522 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,646 shares; 2025Q4: 4,646 shares 4,646 $323K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,535 shares; 2024Q4: 115,813 shares; 2025Q1: 8,844 shares; 2025Q2: 8,894 shares; 2025Q3: 8,115 shares; 2025Q4: 6,549 shares 6,549 $323K <0.01% -1,566 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,160 shares; 2024Q4: 15,731 shares; 2025Q1: 13,523 shares; 2025Q2: 13,318 shares; 2025Q3: 13,217 shares; 2025Q4: 13,478 shares 13,478 $322K <0.01% +261 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,800 shares; 2025Q1: 1,801 shares; 2025Q2: 1,812 shares; 2025Q3: 2,068 shares; 2025Q4: 2,059 shares 2,059 $320K <0.01% -9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,435 shares; 2025Q1: 9,273 shares; 2025Q2: 9,890 shares; 2025Q3: 14,150 shares; 2025Q4: 12,796 shares 12,796 $320K <0.01% -1,354 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 5,750 shares; 2025Q1: 12,078 shares; 2025Q2: 6,663 shares; 2025Q3: 7,651 shares; 2025Q4: 7,153 shares 7,153 $320K <0.01% -498 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 4,878 shares; 2025Q1: 4,156 shares; 2025Q2: 2,212 shares; 2025Q3: 7,665 shares; 2025Q4: 7,618 shares 7,618 $319K <0.01% -47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 588 shares; 2025Q1: 10,121 shares; 2025Q2: 10,085 shares; 2025Q3: 2,183 shares; 2025Q4: 3,788 shares 3,788 $319K <0.01% +1,605 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 233 shares; 2025Q1: 206 shares; 2025Q2: 226 shares; 2025Q3: 1,117 shares; 2025Q4: 1,326 shares 1,326 $319K <0.01% +209 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 566 shares; 2025Q1: 571 shares; 2025Q2: 1,067 shares; 2025Q3: 1,621 shares; 2025Q4: 2,003 shares 2,003 $319K <0.01% +382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,549 shares; 2025Q1: 7,512 shares; 2025Q2: 6,345 shares; 2025Q3: 6,356 shares; 2025Q4: 12,190 shares 12,190 $317K <0.01% +5,834 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,810 shares; 2024Q4: 61,971 shares; 2025Q1: 126,313 shares; 2025Q2: 248,766 shares; 2025Q3: 249,352 shares; 2025Q4: 62,877 shares 62,877 $316K <0.01% -186,475 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 3,468 shares; 2025Q1: 3,468 shares; 2025Q2: 7,125 shares; 2025Q3: 10,528 shares; 2025Q4: 11,876 shares 11,876 $316K <0.01% +1,348 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,393 shares; 2025Q3: 5,275 shares; 2025Q4: 7,070 shares 7,070 $314K <0.01% +1,795 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 8,730 shares 8,730 $314K <0.01% +8,391 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 2,171 shares; 2025Q1: 4,871 shares; 2025Q2: 7,452 shares; 2025Q3: 8,373 shares; 2025Q4: 4,228 shares 4,228 $314K <0.01% -4,145 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 752 shares; 2025Q1: 821 shares; 2025Q2: 837 shares; 2025Q3: 838 shares; 2025Q4: 1,022 shares 1,022 $313K <0.01% +184 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,586 shares; 2025Q1: 544 shares; 2025Q2: 1,129 shares; 2025Q3: 1,311 shares; 2025Q4: 1,405 shares 1,405 $312K <0.01% +94 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 19,916 shares; 2025Q1: 19,916 shares; 2025Q2: 10,530 shares; 2025Q3: 10,466 shares; 2025Q4: 10,420 shares 10,420 $312K <0.01% -46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 2,966 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 3,764 shares; 2025Q4: 4,493 shares 4,493 $311K <0.01% +729 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,633 shares; 2024Q4: 22,333 shares; 2025Q1: 19,266 shares; 2025Q2: 19,502 shares; 2025Q3: 10,861 shares; 2025Q4: 14,325 shares 14,325 $311K <0.01% +3,464 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 280 shares; 2025Q1: 268 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 5,892 shares 5,892 $311K <0.01% +4,699 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,268 shares; 2025Q3: 4,245 shares; 2025Q4: 6,797 shares 6,797 $310K <0.01% +2,552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 9,966 shares; 2025Q1: 9,661 shares; 2025Q2: 13,577 shares; 2025Q3: 10,449 shares; 2025Q4: 10,449 shares 10,449 $310K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,386 shares; 2024Q4: 27,449 shares; 2025Q1: 27,511 shares; 2025Q2: 27,576 shares; 2025Q3: 27,641 shares; 2025Q4: 26,542 shares 26,542 $310K <0.01% -1,099 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 1,182 shares; 2025Q1: 2,113 shares; 2025Q2: 2,072 shares; 2025Q3: 2,583 shares; 2025Q4: 2,359 shares 2,359 $309K <0.01% -224 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,060 shares; 2024Q4: 25,398 shares; 2025Q1: 4,647 shares; 2025Q2: 4,347 shares; 2025Q3: 5,364 shares; 2025Q4: 4,152 shares 4,152 $309K <0.01% -1,212 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,432 shares; 2025Q1: 4,087 shares; 2025Q2: 2,850 shares; 2025Q3: 3,250 shares; 2025Q4: 4,533 shares 4,533 $309K <0.01% +1,283 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,970 shares; 2025Q4: 29,901 shares 29,901 $307K <0.01% -69 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,142 shares; 2024Q4: 23,792 shares; 2025Q1: 23,557 shares; 2025Q2: 23,657 shares; 2025Q3: 22,436 shares; 2025Q4: 15,053 shares 15,053 $307K <0.01% -7,383 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,400 shares; 2025Q3: 2,982 shares; 2025Q4: 5,130 shares 5,130 $306K <0.01% +2,148 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 3,991 shares; 2025Q2: 3,991 shares; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares 3,791 $306K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 354 shares; 2025Q1: 273 shares; 2025Q2: 255 shares; 2025Q3: 2,214 shares; 2025Q4: 1,371 shares 1,371 $305K <0.01% -843 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,496 shares; 2024Q4: 17,857 shares; 2025Q1: 16,260 shares; 2025Q2: 14,225 shares; 2025Q3: 13,686 shares; 2025Q4: 12,667 shares 12,667 $305K <0.01% -1,019 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 4,847 shares; 2025Q1: 8,042 shares; 2025Q2: 10,695 shares; 2025Q3: 9,695 shares; 2025Q4: 9,636 shares 9,636 $305K <0.01% -59 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 7,391 shares; 2025Q4: 11,190 shares 11,190 $304K <0.01% +3,799 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 3,895 shares; 2025Q1: 145,654 shares; 2025Q2: 80,656 shares; 2025Q3: 83,908 shares; 2025Q4: 4,736 shares 4,736 $304K <0.01% -79,172 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 10,410 shares; 2025Q1: 10,371 shares; 2025Q2: 10,371 shares; 2025Q3: 10,158 shares; 2025Q4: 9,995 shares 9,995 $303K <0.01% -163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,835 shares; 2025Q4: 55,835 shares 55,835 $303K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,935 shares; 2025Q1: 2,940 shares; 2025Q2: 2,109 shares; 2025Q3: 2,181 shares; 2025Q4: 2,108 shares 2,108 $303K <0.01% -73 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 380 shares; 2025Q1: 372 shares; 2025Q2: 357 shares; 2025Q3: 360 shares; 2025Q4: 359 shares 359 $302K <0.01% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 3,164 shares; 2025Q1: 2,321 shares; 2025Q2: 2,698 shares; 2025Q3: 9,459 shares; 2025Q4: 9,523 shares 9,523 $302K <0.01% +64 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 326 shares; 2025Q2: 320 shares; 2025Q3: 1,772 shares; 2025Q4: 2,893 shares 2,893 $301K <0.01% +1,121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,799 shares; 2025Q2: 5,859 shares; 2025Q3: 5,920 shares; 2025Q4: 5,994 shares 5,994 $300K <0.01% +74 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,607 shares; 2025Q1: 2,163 shares; 2025Q2: 3,235 shares; 2025Q3: 3,272 shares; 2025Q4: 5,819 shares 5,819 $300K <0.01% +2,547 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 8,573 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares 1,714 $299K <0.01% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 12,462 shares; 2025Q1: 15,912 shares; 2025Q2: 11,454 shares; 2025Q3: 7,467 shares; 2025Q4: 8,115 shares 8,115 $299K <0.01% +648 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 959 shares; 2025Q1: 1,144 shares; 2025Q2: 1,415 shares; 2025Q3: 2,827 shares; 2025Q4: 3,640 shares 3,640 $299K <0.01% +813 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 1,040 shares; 2025Q1: 679 shares; 2025Q2: 1,091 shares; 2025Q3: 1,264 shares; 2025Q4: 3,264 shares 3,264 $298K <0.01% +2,000 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,264 shares; 2024Q4: 12,414 shares; 2025Q1: 10,174 shares; 2025Q2: 13,386 shares; 2025Q3: 12,622 shares; 2025Q4: 5,428 shares 5,428 $298K <0.01% -7,194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,283 shares; 2025Q2: 9,250 shares; 2025Q3: 11,596 shares; 2025Q4: 13,415 shares 13,415 $297K <0.01% +1,819 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 4,061 shares 4,061 $296K <0.01% +3,761 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 7,273 shares; 2025Q1: 7,273 shares; 2025Q2: 7,273 shares; 2025Q3: 7,273 shares; 2025Q4: 7,073 shares 7,073 $294K <0.01% -200 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,417 shares; 2025Q1: 12,995 shares; 2025Q2: 20,430 shares; 2025Q3: 21,731 shares; 2025Q4: 20,693 shares 20,693 $293K <0.01% -1,038 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,046 shares; 2024Q4: 13,147 shares; 2025Q1: 13,203 shares; 2025Q2: 12,788 shares; 2025Q3: 14,920 shares; 2025Q4: 13,099 shares 13,099 $293K <0.01% -1,821 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,895 shares 10,895 $293K <0.01% new Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,113 shares 10,113 $293K <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 5,953 shares; 2025Q1: 12,723 shares; 2025Q2: 12,781 shares; 2025Q3: 12,664 shares; 2025Q4: 8,824 shares 8,824 $292K <0.01% -3,840 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,355 shares 11,355 $291K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 8,034 shares; 2025Q2: 8,034 shares; 2025Q3: 8,034 shares; 2025Q4: 8,034 shares 8,034 $291K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 5,429 shares; 2025Q1: 7,331 shares; 2025Q2: 7,208 shares; 2025Q3: 5,448 shares; 2025Q4: 6,557 shares 6,557 $291K <0.01% +1,109 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,562 shares; 2024Q4: 56,975 shares; 2025Q1: 55,746 shares; 2025Q2: 48,624 shares; 2025Q3: 43,605 shares; 2025Q4: 37,421 shares 37,421 $290K <0.01% -6,184 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 10,630 shares; 2025Q1: 10,630 shares; 2025Q2: 10,630 shares; 2025Q3: 10,630 shares; 2025Q4: 10,630 shares 10,630 $290K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 6,939 shares; 2025Q1: 6,939 shares; 2025Q2: 6,939 shares; 2025Q3: 6,939 shares; 2025Q4: 7,106 shares 7,106 $289K <0.01% +167 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 4,306 shares; 2025Q1: 3,634 shares; 2025Q2: 3,372 shares; 2025Q3: 3,004 shares; 2025Q4: 2,892 shares 2,892 $289K <0.01% -112 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,210 shares; 2025Q2: 3,653 shares; 2025Q3: 3,992 shares; 2025Q4: 7,533 shares 7,533 $288K <0.01% +3,541 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 570 shares; 2025Q3: 1,020 shares; 2025Q4: 1,209 shares 1,209 $287K <0.01% +189 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,772 shares; 2024Q4: 20,999 shares; 2025Q1: 20,424 shares; 2025Q2: 19,553 shares; 2025Q3: 19,129 shares; 2025Q4: 15,428 shares 15,428 $287K <0.01% -3,701 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,753 shares; 2024Q4: 25,853 shares; 2025Q1: 18,919 shares; 2025Q2: 20,340 shares; 2025Q3: 18,597 shares; 2025Q4: 21,997 shares 21,997 $287K <0.01% +3,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 4,337 shares; 2025Q1: 4,337 shares; 2025Q2: 4,337 shares; 2025Q3: 8,722 shares; 2025Q4: 7,297 shares 7,297 $286K <0.01% -1,425 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,647 shares; 2025Q4: 21,373 shares 21,373 $286K <0.01% -274 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 484 shares; 2025Q1: 384 shares; 2025Q2: 537 shares; 2025Q3: 592 shares; 2025Q4: 777 shares 777 $286K <0.01% +185 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,524 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,320 shares; 2025Q4: 1,334 shares 1,334 $286K <0.01% +14 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,321 shares; 2025Q1: 4,317 shares; 2025Q2: 3,967 shares; 2025Q3: 9,928 shares; 2025Q4: 10,284 shares 10,284 $283K <0.01% +356 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,461 shares; 2025Q1: 2,801 shares; 2025Q2: 3,260 shares; 2025Q3: 6,461 shares; 2025Q4: 6,766 shares 6,766 $283K <0.01% +305 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 100 shares; 2025Q4: 17,865 shares 17,865 $282K <0.01% +17,765 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 4,015 shares; 2025Q1: 3,433 shares; 2025Q2: 3,083 shares; 2025Q3: 2,831 shares; 2025Q4: 2,367 shares 2,367 $281K <0.01% -464 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,189 shares; 2024Q4: 3,440 shares; 2025Q1: 3,421 shares; 2025Q2: 3,444 shares; 2025Q3: 3,543 shares; 2025Q4: 4,596 shares 4,596 $281K <0.01% +1,053 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,026 shares; 2025Q4: 9,026 shares 9,026 $281K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,283 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 4,222 shares; 2025Q4: 3,842 shares 3,842 $281K <0.01% -380 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,864 shares; 2024Q4: 27,184 shares; 2025Q1: 30,233 shares; 2025Q2: 32,761 shares; 2025Q3: 33,889 shares; 2025Q4: 34,215 shares 34,215 $280K <0.01% +326 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 1,286 shares; 2025Q1: 1,584 shares; 2025Q2: 1,053 shares; 2025Q3: 1,170 shares; 2025Q4: 1,513 shares 1,513 $279K <0.01% +343 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,272 shares; 2025Q1: 3,327 shares; 2025Q2: 3,652 shares; 2025Q3: 7,239 shares; 2025Q4: 7,314 shares 7,314 $279K <0.01% +75 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,443 shares; 2024Q4: 12,064 shares; 2025Q1: 15,081 shares; 2025Q2: 11,572 shares; 2025Q3: 11,245 shares; 2025Q4: 11,622 shares 11,622 $279K <0.01% +377 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 346 shares; 2025Q1: 470 shares; 2025Q2: 294 shares; 2025Q3: 249 shares; 2025Q4: 4,154 shares 4,154 $278K <0.01% +3,905 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 139 shares; 2025Q4: 17,012 shares 17,012 $277K <0.01% +16,873 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,785 shares; 2024Q4: 26,700 shares; 2025Q1: 27,929 shares; 2025Q2: 33,447 shares; 2025Q3: 36,578 shares; 2025Q4: 33,548 shares 33,548 $276K <0.01% -3,030 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,854 shares; 2025Q4: 37,246 shares 37,246 $276K <0.01% +35,392 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 4,921 shares; 2025Q1: 4,639 shares; 2025Q2: 7,183 shares; 2025Q3: 6,841 shares; 2025Q4: 5,810 shares 5,810 $276K <0.01% -1,031 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 775 shares; 2025Q2: 700 shares; 2025Q3: 1,479 shares; 2025Q4: 3,614 shares 3,614 $275K <0.01% +2,135 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,438 shares; 2025Q1: 4,123 shares; 2025Q2: 3,731 shares; 2025Q3: 4,376 shares; 2025Q4: 3,532 shares 3,532 $275K <0.01% -844 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,266 shares; 2025Q1: 6,306 shares; 2025Q2: 6,100 shares; 2025Q3: 6,882 shares; 2025Q4: 9,404 shares 9,404 $275K <0.01% +2,522 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,894 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,894 shares; 2025Q4: 2,894 shares 2,894 $273K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 958 shares; 2025Q4: 958 shares 958 $273K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 601 shares; 2025Q1: 644 shares; 2025Q2: 640 shares; 2025Q3: 1,197 shares; 2025Q4: 1,133 shares 1,133 $273K <0.01% -64 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,520 shares; 2024Q4: 21,147 shares; 2025Q1: 16,414 shares; 2025Q2: 12,326 shares; 2025Q3: 13,539 shares; 2025Q4: 15,077 shares 15,077 $273K <0.01% +1,538 Timeline AGGH 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,696 shares; 2024Q4: 45,806 shares; 2025Q1: 46,949 shares; 2025Q2: 47,275 shares; 2025Q3: 42,447 shares; 2025Q4: 13,151 shares 13,151 $272K <0.01% -29,296 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 447 shares; 2025Q3: 822 shares; 2025Q4: 1,074 shares 1,074 $271K <0.01% +252 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 2,392 shares; 2025Q3: 2,346 shares; 2025Q4: 3,664 shares 3,664 $271K <0.01% +1,318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,021 shares; 2025Q3: 16,021 shares; 2025Q4: 18,959 shares 18,959 $270K <0.01% +2,938 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,815 shares; 2025Q1: 2,423 shares; 2025Q2: 2,477 shares; 2025Q3: 2,460 shares; 2025Q4: 2,138 shares 2,138 $270K <0.01% -322 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 11,368 shares 11,368 $270K <0.01% +9,886 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,992 shares; 2024Q4: 15,031 shares; 2025Q1: 18,243 shares; 2025Q2: 18,474 shares; 2025Q3: 18,635 shares; 2025Q4: 17,597 shares 17,597 $269K <0.01% -1,038 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 965 shares; 2025Q1: 881 shares; 2025Q2: 1,240 shares; 2025Q3: 1,418 shares; 2025Q4: 1,314 shares 1,314 $269K <0.01% -104 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 2,105 shares; 2025Q1: 6,003 shares; 2025Q2: 5,282 shares; 2025Q3: 5,248 shares; 2025Q4: 5,377 shares 5,377 $269K <0.01% +129 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 13,735 shares; 2025Q1: 13,735 shares; 2025Q2: 13,736 shares; 2025Q3: 14,236 shares; 2025Q4: 13,987 shares 13,987 $268K <0.01% -249 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 549 shares; 2025Q1: 540 shares; 2025Q2: 605 shares; 2025Q3: 793 shares; 2025Q4: 1,495 shares 1,495 $268K <0.01% +702 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 4,431 shares; 2025Q1: 7,662 shares; 2025Q2: 6,728 shares; 2025Q3: 6,769 shares; 2025Q4: 6,892 shares 6,892 $266K <0.01% +123 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 1,188 shares; 2025Q1: 1,215 shares; 2025Q2: 4,281 shares; 2025Q3: 6,724 shares; 2025Q4: 7,376 shares 7,376 $266K <0.01% +652 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 20,797 shares 20,797 $265K <0.01% +20,497 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,352 shares; 2025Q1: 1,464 shares; 2025Q2: 1,537 shares; 2025Q3: 5,394 shares; 2025Q4: 5,866 shares 5,866 $264K <0.01% +472 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,229 shares; 2024Q4: 11,037 shares; 2025Q1: 11,037 shares; 2025Q2: 11,037 shares; 2025Q3: 11,037 shares; 2025Q4: 11,037 shares 11,037 $263K <0.01% 0 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 9,774 shares; 2025Q1: 8,948 shares; 2025Q2: 7,923 shares; 2025Q3: 7,725 shares; 2025Q4: 6,646 shares 6,646 $262K <0.01% -1,079 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 3,426 shares; 2025Q1: 3,672 shares; 2025Q2: 3,244 shares; 2025Q3: 3,454 shares; 2025Q4: 3,308 shares 3,308 $262K <0.01% -146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 7,254 shares; 2025Q1: 7,254 shares; 2025Q2: 7,424 shares; 2025Q3: 7,578 shares; 2025Q4: 8,047 shares 8,047 $262K <0.01% +469 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 7,995 shares; 2025Q1: 10,118 shares; 2025Q2: 10,118 shares; 2025Q3: 10,118 shares; 2025Q4: 10,118 shares 10,118 $262K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,382 shares; 2025Q3: 9,722 shares; 2025Q4: 9,722 shares 9,722 $261K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 8,612 shares; 2025Q1: 8,353 shares; 2025Q2: 6,740 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares 3,810 $260K <0.01% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 4,260 shares; 2025Q1: 2,856 shares; 2025Q2: 11,193 shares; 2025Q3: 11,449 shares; 2025Q4: 11,108 shares 11,108 $260K <0.01% -341 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,249 shares; 2025Q1: 2,541 shares; 2025Q2: 4,684 shares; 2025Q3: 4,685 shares; 2025Q4: 4,687 shares 4,687 $260K <0.01% +2 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 827 shares; 2025Q1: 3,423 shares; 2025Q2: 3,354 shares; 2025Q3: 3,616 shares; 2025Q4: 2,223 shares 2,223 $260K <0.01% -1,393 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,340 shares; 2025Q1: 1,355 shares; 2025Q2: 1,239 shares; 2025Q3: 1,383 shares; 2025Q4: 1,425 shares 1,425 $259K <0.01% +42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,765 shares; 2024Q4: 24,799 shares; 2025Q1: 24,579 shares; 2025Q2: 24,614 shares; 2025Q3: 24,952 shares; 2025Q4: 24,497 shares 24,497 $259K <0.01% -455 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 1,678 shares; 2025Q4: 5,107 shares 5,107 $258K <0.01% +3,429 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,219 shares; 2025Q1: 4,940 shares; 2025Q2: 4,576 shares; 2025Q3: 4,814 shares; 2025Q4: 4,814 shares 4,814 $257K <0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 7,182 shares; 2025Q1: 7,182 shares; 2025Q2: 4,682 shares; 2025Q3: 3,761 shares; 2025Q4: 4,793 shares 4,793 $256K <0.01% +1,032 Timeline IBIF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 2,587 shares; 2025Q3: 4,493 shares; 2025Q4: 9,802 shares 9,802 $255K <0.01% +5,309 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 11,719 shares; 2025Q1: 10,998 shares; 2025Q2: 11,028 shares; 2025Q3: 9,684 shares; 2025Q4: 8,776 shares 8,776 $254K <0.01% -908 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,908 shares; 2024Q4: 84,656 shares; 2025Q1: 26,316 shares; 2025Q2: 6,323 shares; 2025Q3: 5,973 shares; 2025Q4: 5,973 shares 5,973 $254K <0.01% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,880 shares; 2025Q1: 1,551 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,447 shares 1,447 $254K <0.01% -54 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 12,259 shares; 2025Q1: 12,224 shares; 2025Q2: 17,478 shares; 2025Q3: 17,167 shares; 2025Q4: 15,420 shares 15,420 $253K <0.01% -1,747 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: 28,275 shares 28,275 $253K <0.01% +25,015 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 758 shares; 2025Q1: 718 shares; 2025Q2: 690 shares; 2025Q3: 801 shares; 2025Q4: 774 shares 774 $253K <0.01% -27 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 968 shares; 2025Q1: 842 shares; 2025Q2: 737 shares; 2025Q3: 748 shares; 2025Q4: 598 shares 598 $252K <0.01% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,400 shares; 2025Q2: 1,700 shares; 2025Q3: 1,500 shares; 2025Q4: 1,485 shares 1,485 $252K <0.01% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,368 shares; 2025Q1: 5,368 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $251K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 150 shares; 2025Q1: 166 shares; 2025Q2: 181 shares; 2025Q3: 207 shares; 2025Q4: 207 shares 207 $251K <0.01% 0 CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 700 shares; 2025Q1: 762 shares; 2025Q2: 773 shares; 2025Q3: 922 shares; 2025Q4: 1,201 shares 1,201 $251K <0.01% +279 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,953 shares; 2025Q3: 14,400 shares; 2025Q4: 14,718 shares 14,718 $250K <0.01% +318 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,018 shares; 2025Q1: 1,049 shares; 2025Q2: 1,020 shares; 2025Q3: 2,565 shares; 2025Q4: 2,586 shares 2,586 $250K <0.01% +21 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,382 shares; 2025Q1: 2,990 shares; 2025Q2: 3,345 shares; 2025Q3: 3,417 shares; 2025Q4: 2,973 shares 2,973 $250K <0.01% -444 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 8,733 shares; 2025Q1: 8,593 shares; 2025Q2: 8,494 shares; 2025Q3: 8,394 shares; 2025Q4: 8,905 shares 8,905 $250K <0.01% +511 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,379 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares 2,579 $250K <0.01% 0 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,796 shares 5,796 $249K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,334 shares; 2025Q1: 2,459 shares; 2025Q2: 3,220 shares; 2025Q3: 3,033 shares; 2025Q4: 2,412 shares 2,412 $248K <0.01% -621 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,355 shares; 2025Q1: 4,454 shares; 2025Q2: 4,269 shares; 2025Q3: 4,292 shares; 2025Q4: 4,293 shares 4,293 $248K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,407 shares; 2025Q1: 10,407 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares 10,250 $248K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,427 shares; 2025Q1: 3,567 shares; 2025Q2: 3,453 shares; 2025Q3: 4,007 shares; 2025Q4: 5,477 shares 5,477 $248K <0.01% +1,470 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,350 shares; 2025Q3: 11,550 shares; 2025Q4: 10,800 shares 10,800 $248K <0.01% -750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 20,843 shares; 2025Q1: 21,110 shares; 2025Q2: 22,588 shares; 2025Q3: 22,835 shares; 2025Q4: 23,732 shares 23,732 $248K <0.01% +897 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 10,154 shares; 2025Q1: 10,754 shares; 2025Q2: 19,178 shares; 2025Q3: 384,886 shares; 2025Q4: 18,709 shares 18,709 $247K <0.01% -366,177 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,246 shares; 2024Q4: 10,246 shares; 2025Q1: 10,311 shares; 2025Q2: 10,312 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares 10,447 $247K <0.01% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 3,852 shares; 2025Q1: 3,075 shares; 2025Q2: 3,416 shares; 2025Q3: 4,161 shares; 2025Q4: 3,554 shares 3,554 $246K <0.01% -607 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,334 shares; 2024Q4: 17,836 shares; 2025Q1: 17,836 shares; 2025Q2: 19,323 shares; 2025Q3: 17,543 shares; 2025Q4: 10,609 shares 10,609 $246K <0.01% -6,934 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,034 shares; 2025Q1: 3,544 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,079 shares 3,079 $246K <0.01% +49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 5,069 shares; 2025Q1: 3,414 shares; 2025Q2: 3,423 shares; 2025Q3: 3,425 shares; 2025Q4: 3,429 shares 3,429 $246K <0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 700 shares; 2025Q1: 574 shares; 2025Q2: 850 shares; 2025Q3: 1,786 shares; 2025Q4: 2,703 shares 2,703 $244K <0.01% +917 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,736 shares; 2025Q1: 4,042 shares; 2025Q2: 4,336 shares; 2025Q3: 4,116 shares; 2025Q4: 3,956 shares 3,956 $244K <0.01% -160 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,730 shares; 2025Q4: 5,580 shares 5,580 $244K <0.01% +1,850 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 576 shares; 2025Q2: 589 shares; 2025Q3: 2,089 shares; 2025Q4: 1,889 shares 1,889 $242K <0.01% -200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,495 shares; 2025Q1: 4,298 shares; 2025Q2: 9,609 shares; 2025Q3: 8,776 shares; 2025Q4: 5,894 shares 5,894 $241K <0.01% -2,882 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,053 shares; 2025Q4: 8,053 shares 8,053 $241K <0.01% 0 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 8,365 shares 8,365 $241K <0.01% +6,365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 13,530 shares; 2025Q1: 16,678 shares; 2025Q2: 13,143 shares; 2025Q3: 10,803 shares; 2025Q4: 9,525 shares 9,525 $241K <0.01% -1,278 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 4,525 shares; 2025Q1: 4,253 shares; 2025Q2: 3,805 shares; 2025Q3: 3,965 shares; 2025Q4: 3,800 shares 3,800 $241K <0.01% -165 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 562 shares; 2025Q2: 500 shares; 2025Q3: 1,989 shares; 2025Q4: 2,642 shares 2,642 $240K <0.01% +653 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,351 shares 6,351 $240K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 25,671 shares; 2025Q1: 25,671 shares; 2025Q2: 26,271 shares; 2025Q3: 26,721 shares; 2025Q4: 19,221 shares 19,221 $240K <0.01% -7,500 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 6,159 shares; 2025Q1: 6,159 shares; 2025Q2: 8,527 shares; 2025Q3: 6,777 shares; 2025Q4: 16,478 shares 16,478 $240K <0.01% +9,701 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,864 shares; 2024Q4: 14,118 shares; 2025Q1: 14,789 shares; 2025Q2: 11,630 shares; 2025Q3: 23,494 shares; 2025Q4: 24,023 shares 24,023 $240K <0.01% +529 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,514 shares; 2025Q1: 6,118 shares; 2025Q2: 5,825 shares; 2025Q3: 4,927 shares; 2025Q4: 4,985 shares 4,985 $239K <0.01% +58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,867 shares; 2025Q4: 4,147 shares 4,147 $239K <0.01% +280 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 2,203 shares; 2025Q1: 1,164 shares; 2025Q2: 1,091 shares; 2025Q3: 1,729 shares; 2025Q4: 1,645 shares 1,645 $238K <0.01% -84 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 2,365 shares; 2025Q1: not reported; 2025Q2: 4,957 shares; 2025Q3: 6,494 shares; 2025Q4: 6,509 shares 6,509 $238K <0.01% +15 Timeline DIVP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,798 shares; 2025Q1: 2,604 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 9,374 shares 9,374 $238K <0.01% +7,625 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 24,748 shares; 2025Q1: 24,748 shares; 2025Q2: 24,748 shares; 2025Q3: 23,998 shares; 2025Q4: 23,703 shares 23,703 $238K <0.01% -295 BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,633 shares; 2024Q4: 790,997 shares; 2025Q1: 805,243 shares; 2025Q2: 2,420 shares; 2025Q3: 1,929 shares; 2025Q4: 14,236 shares 14,236 $238K <0.01% +12,307 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 766 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 911 shares; 2025Q4: 931 shares 931 $238K <0.01% +20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 786 shares; 2025Q1: 355 shares; 2025Q2: 981 shares; 2025Q3: 990 shares; 2025Q4: 1,168 shares 1,168 $237K <0.01% +178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,834 shares; 2025Q3: 3,834 shares; 2025Q4: 4,075 shares 4,075 $236K <0.01% +241 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,652 shares 6,652 $236K <0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,303 shares; 2025Q1: 2,759 shares; 2025Q2: 2,671 shares; 2025Q3: 3,693 shares; 2025Q4: 2,780 shares 2,780 $234K <0.01% -913 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,225 shares; 2025Q1: 1,159 shares; 2025Q2: 1,138 shares; 2025Q3: 1,155 shares; 2025Q4: 1,115 shares 1,115 $233K <0.01% -40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 541 shares; 2025Q1: 437 shares; 2025Q2: 438 shares; 2025Q3: 472 shares; 2025Q4: 512 shares 512 $233K <0.01% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,810 shares; 2025Q4: 2,814 shares 2,814 $232K <0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 4,718 shares; 2025Q1: 6,860 shares; 2025Q2: 5,771 shares; 2025Q3: 4,985 shares; 2025Q4: 4,216 shares 4,216 $232K <0.01% -769 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 978 shares; 2025Q1: 953 shares; 2025Q2: 949 shares; 2025Q3: 955 shares; 2025Q4: 954 shares 954 $232K <0.01% -1 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,092 shares; 2025Q2: 2,581 shares; 2025Q3: 2,655 shares; 2025Q4: 3,882 shares 3,882 $232K <0.01% +1,227 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 4,440 shares; 2025Q1: 2,651 shares; 2025Q2: 5,880 shares; 2025Q3: not reported; 2025Q4: 4,330 shares 4,330 $231K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,174 shares; 2025Q1: 3,057 shares; 2025Q2: 3,240 shares; 2025Q3: 2,687 shares; 2025Q4: 2,750 shares 2,750 $229K <0.01% +63 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,721 shares; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 11,723 shares; 2025Q3: 11,819 shares; 2025Q4: 11,723 shares 11,723 $229K <0.01% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 1,112 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares 2,041 $228K <0.01% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 1,226 shares; 2025Q2: 1,072 shares; 2025Q3: 2,276 shares; 2025Q4: 2,663 shares 2,663 $228K <0.01% +387 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,376 shares; 2025Q2: 5,498 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares 4,148 $228K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 11,888 shares; 2025Q1: 10,750 shares; 2025Q2: 11,878 shares; 2025Q3: 7,851 shares; 2025Q4: 7,813 shares 7,813 $227K <0.01% -38 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 972 shares; 2025Q1: 765 shares; 2025Q2: 751 shares; 2025Q3: 957 shares; 2025Q4: 992 shares 992 $227K <0.01% +35 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,873 shares; 2025Q1: 4,073 shares; 2025Q2: 3,032 shares; 2025Q3: 3,013 shares; 2025Q4: 3,122 shares 3,122 $226K <0.01% +109 Timeline DECP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,426 shares 7,426 $226K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,766 shares; 2025Q1: 7,766 shares; 2025Q2: 7,826 shares; 2025Q3: 7,119 shares; 2025Q4: 7,119 shares 7,119 $225K <0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 987 shares; 2025Q2: 2,995 shares; 2025Q3: 2,653 shares; 2025Q4: 2,631 shares 2,631 $225K <0.01% -22 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 3,209 shares; 2025Q1: 3,094 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares; 2025Q4: 3,738 shares 3,738 $225K <0.01% +644 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,671 shares; 2024Q4: 6,021 shares; 2025Q1: 5,981 shares; 2025Q2: 22,981 shares; 2025Q3: 23,444 shares; 2025Q4: 21,560 shares 21,560 $225K <0.01% -1,884 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 10,251 shares; 2025Q1: 10,562 shares; 2025Q2: 9,713 shares; 2025Q3: 7,839 shares; 2025Q4: 4,774 shares 4,774 $225K <0.01% -3,065 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 8,386 shares; 2025Q1: 8,407 shares; 2025Q2: 8,412 shares; 2025Q3: 8,065 shares; 2025Q4: 8,074 shares 8,074 $224K <0.01% +9 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,393 shares; 2025Q4: 1,314 shares 1,314 $224K <0.01% -79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,312 shares 1,312 $224K <0.01% -510 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 5,616 shares; 2025Q1: 2,693 shares; 2025Q2: 1,642 shares; 2025Q3: 4,794 shares; 2025Q4: 1,820 shares 1,820 $224K <0.01% -2,974 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 4,805 shares; 2025Q1: 2,157 shares; 2025Q2: 855 shares; 2025Q3: 219 shares; 2025Q4: 3,103 shares 3,103 $224K <0.01% +2,884 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 8,900 shares; 2025Q1: 9,100 shares; 2025Q2: 6,870 shares; 2025Q3: 6,550 shares; 2025Q4: 4,450 shares 4,450 $224K <0.01% -2,100 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares 2,242 $223K <0.01% 0 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 3,198 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 6,639 shares; 2025Q4: 6,639 shares 6,639 $222K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 1,960 shares; 2025Q1: 1,467 shares; 2025Q2: 3,212 shares; 2025Q3: 3,177 shares; 2025Q4: 3,155 shares 3,155 $222K <0.01% -22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 6,822 shares; 2025Q1: 6,287 shares; 2025Q2: 6,108 shares; 2025Q3: 6,113 shares; 2025Q4: 5,999 shares 5,999 $222K <0.01% -114 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,831 shares; 2024Q4: 46,706 shares; 2025Q1: 58,230 shares; 2025Q2: 54,294 shares; 2025Q3: 13,999 shares; 2025Q4: 14,687 shares 14,687 $221K <0.01% +688 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 6,658 shares; 2025Q1: 7,684 shares; 2025Q2: 10,894 shares; 2025Q3: 11,491 shares; 2025Q4: 10,981 shares 10,981 $220K <0.01% -510 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 699 shares; 2025Q3: 722 shares; 2025Q4: 725 shares 725 $220K <0.01% +3 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100 $219K <0.01% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 1,437 shares; 2025Q1: 1,599 shares; 2025Q2: 1,121 shares; 2025Q3: 1,298 shares; 2025Q4: 5,050 shares 5,050 $219K <0.01% +3,752 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,685 shares; 2025Q1: 2,648 shares; 2025Q2: 1,810 shares; 2025Q3: 1,811 shares; 2025Q4: 1,813 shares 1,813 $219K <0.01% +2 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,185 shares; 2025Q1: 3,952 shares; 2025Q2: 3,885 shares; 2025Q3: 1,310 shares; 2025Q4: 1,254 shares 1,254 $218K <0.01% -56 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,769 shares; 2025Q1: 2,680 shares; 2025Q2: 2,700 shares; 2025Q3: 2,859 shares; 2025Q4: 2,656 shares 2,656 $218K <0.01% -203 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,477 shares; 2024Q4: 36,062 shares; 2025Q1: 36,171 shares; 2025Q2: 41,540 shares; 2025Q3: 37,382 shares; 2025Q4: 38,006 shares 38,006 $217K <0.01% +624 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,388 shares; 2024Q4: 14,054 shares; 2025Q1: 14,054 shares; 2025Q2: 14,054 shares; 2025Q3: 14,054 shares; 2025Q4: 14,054 shares 14,054 $216K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,346 shares; 2025Q1: 9,188 shares; 2025Q2: 9,188 shares; 2025Q3: 9,188 shares; 2025Q4: 8,398 shares 8,398 $216K <0.01% -790 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,138 shares; 2024Q4: 3,660 shares; 2025Q1: 1,551 shares; 2025Q2: 1,336 shares; 2025Q3: 1,447 shares; 2025Q4: 1,584 shares 1,584 $216K <0.01% +137 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 1,882 shares; 2025Q1: 1,549 shares; 2025Q2: 1,248 shares; 2025Q3: 2,039 shares; 2025Q4: 2,290 shares 2,290 $215K <0.01% +251 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 12,700 shares; 2025Q3: 15,405 shares; 2025Q4: 18,105 shares 18,105 $215K <0.01% +2,700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,600 shares; 2025Q3: 2,780 shares; 2025Q4: 3,030 shares 3,030 $215K <0.01% +250 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 21,492 shares; 2025Q1: 21,492 shares; 2025Q2: 22,213 shares; 2025Q3: 32,415 shares; 2025Q4: 21,681 shares 21,681 $215K <0.01% -10,734 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,919 shares; 2025Q1: 1,679 shares; 2025Q2: 1,608 shares; 2025Q3: 1,682 shares; 2025Q4: 4,040 shares 4,040 $214K <0.01% +2,358 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,582 shares; 2025Q1: 2,482 shares; 2025Q2: 3,709 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares 2,482 $214K <0.01% 0 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,941 shares; 2025Q1: 4,941 shares; 2025Q2: 5,431 shares; 2025Q3: 5,431 shares; 2025Q4: 4,737 shares 4,737 $214K <0.01% -694 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 4,988 shares; 2025Q2: 4,849 shares; 2025Q3: 4,849 shares; 2025Q4: 5,406 shares 5,406 $214K <0.01% +557 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 880 shares; 2025Q1: 873 shares; 2025Q2: 867 shares; 2025Q3: 1,479 shares; 2025Q4: 1,618 shares 1,618 $213K <0.01% +139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,467 shares; 2025Q1: 1,491 shares; 2025Q2: 1,484 shares; 2025Q3: 1,482 shares; 2025Q4: 1,487 shares 1,487 $213K <0.01% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares 6,080 $212K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,441 shares; 2024Q4: 4,858 shares; 2025Q1: 4,856 shares; 2025Q2: 4,736 shares; 2025Q3: 4,373 shares; 2025Q4: 4,423 shares 4,423 $211K <0.01% +50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,083 shares; 2025Q4: 18,953 shares 18,953 $211K <0.01% -8,130 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,424 shares; 2025Q1: 1,465 shares; 2025Q2: 1,388 shares; 2025Q3: 2,221 shares; 2025Q4: 2,070 shares 2,070 $210K <0.01% -151 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 357 shares; 2025Q1: 339 shares; 2025Q2: 244 shares; 2025Q3: 910 shares; 2025Q4: 917 shares 917 $210K <0.01% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,504 shares; 2025Q1: 3,372 shares; 2025Q2: 2,911 shares; 2025Q3: 1,424 shares; 2025Q4: 1,318 shares 1,318 $210K <0.01% -106 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 5,807 shares; 2025Q1: 5,851 shares; 2025Q2: 5,860 shares; 2025Q3: 5,351 shares; 2025Q4: 12,776 shares 12,776 $209K <0.01% +7,425 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 7,133 shares; 2025Q1: 7,360 shares; 2025Q2: 6,749 shares; 2025Q3: 5,880 shares; 2025Q4: 3,103 shares 3,103 $209K <0.01% -2,777 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 699 shares; 2025Q1: 73,312 shares; 2025Q2: 30,328 shares; 2025Q3: 6,085 shares; 2025Q4: 6,307 shares 6,307 $209K <0.01% +222 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 8,260 shares; 2025Q1: 7,157 shares; 2025Q2: 5,742 shares; 2025Q3: 5,782 shares; 2025Q4: 5,393 shares 5,393 $209K <0.01% -389 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 500 shares; 2025Q1: 8,283 shares; 2025Q2: 9,730 shares; 2025Q3: 9,433 shares; 2025Q4: 9,503 shares 9,503 $207K <0.01% +70 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $207K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,568 shares; 2024Q4: 9,568 shares; 2025Q1: 9,568 shares; 2025Q2: 9,568 shares; 2025Q3: 18,578 shares; 2025Q4: 18,578 shares 18,578 $206K <0.01% 0 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 5,867 shares; 2025Q1: 4,365 shares; 2025Q2: 5,615 shares; 2025Q3: 5,777 shares; 2025Q4: 1,508 shares 1,508 $205K <0.01% -4,269 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 335 shares; 2025Q3: 891 shares; 2025Q4: 943 shares 943 $205K <0.01% +52 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 2,793 shares 2,793 $204K <0.01% new Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,777 shares; 2025Q4: 10,204 shares 10,204 $204K <0.01% +6,427 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,428 shares; 2025Q1: 1,506 shares; 2025Q2: 1,520 shares; 2025Q3: 1,642 shares; 2025Q4: 1,680 shares 1,680 $204K <0.01% +38 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 2,770 shares 2,770 $204K <0.01% +2,750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 2,733 shares; 2025Q1: 2,912 shares; 2025Q2: 2,738 shares; 2025Q3: 2,812 shares; 2025Q4: 2,705 shares 2,705 $204K <0.01% -107 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 799 shares; 2025Q1: 789 shares; 2025Q2: 1,421 shares; 2025Q3: 1,574 shares; 2025Q4: 3,154 shares 3,154 $203K <0.01% +1,580 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 5,306 shares; 2025Q1: 4,983 shares; 2025Q2: 4,844 shares; 2025Q3: 5,313 shares; 2025Q4: 5,509 shares 5,509 $203K <0.01% +196 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 329 shares; 2025Q1: 164 shares; 2025Q2: 265 shares; 2025Q3: 5,433 shares; 2025Q4: 5,527 shares 5,527 $202K <0.01% +94 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 964 shares; 2025Q4: 2,901 shares 2,901 $201K <0.01% +1,937 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,829 shares; 2024Q4: 15,582 shares; 2025Q1: 11,221 shares; 2025Q2: 10,038 shares; 2025Q3: 10,038 shares; 2025Q4: 9,111 shares 9,111 $200K <0.01% -927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,304 shares; 2024Q4: 23,441 shares; 2025Q1: 23,231 shares; 2025Q2: 24,181 shares; 2025Q3: 25,238 shares; 2025Q4: 25,765 shares 25,765 $200K <0.01% +527 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,123 shares; 2025Q1: 1,583 shares; 2025Q2: 4,274 shares; 2025Q3: 18,114 shares; 2025Q4: 17,697 shares 17,697 $200K <0.01% -417 Timeline WSBK WINCHESTER BANCORP INC More: the full row for WINCHESTER BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 10,750 shares; 2025Q4: 19,127 shares 19,127 $200K <0.01% +8,377 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 4,201 shares; 2025Q1: 1,745 shares; 2025Q2: 1,783 shares; 2025Q3: 1,790 shares; 2025Q4: 1,815 shares 1,815 $200K <0.01% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 11,542 shares; 2025Q1: 11,542 shares; 2025Q2: 11,524 shares; 2025Q3: 11,495 shares; 2025Q4: 11,495 shares 11,495 $200K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,199 shares; 2025Q1: 1,114 shares; 2025Q2: 1,044 shares; 2025Q3: 1,031 shares; 2025Q4: 1,026 shares 1,026 $199K <0.01% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,861 shares; 2024Q4: 7,020 shares; 2025Q1: 6,544 shares; 2025Q2: 6,544 shares; 2025Q3: 6,603 shares; 2025Q4: 6,674 shares 6,674 $199K <0.01% +71 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,423 shares; 2025Q1: 3,576 shares; 2025Q2: 3,646 shares; 2025Q3: 6,070 shares; 2025Q4: 6,070 shares 6,070 $198K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 11,392 shares; 2025Q1: 7,550 shares; 2025Q2: 10,364 shares; 2025Q3: 10,364 shares; 2025Q4: 10,664 shares 10,664 $198K <0.01% +300 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,616 shares; 2025Q1: 4,497 shares; 2025Q2: 4,416 shares; 2025Q3: 4,427 shares; 2025Q4: 32,092 shares 32,092 $198K <0.01% +27,665 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,891 shares 1,891 $198K <0.01% +750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,321 shares; 2025Q1: 4,313 shares; 2025Q2: 4,067 shares; 2025Q3: 4,042 shares; 2025Q4: 4,718 shares 4,718 $197K <0.01% +676 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 6,687 shares; 2025Q1: 5,231 shares; 2025Q2: 5,542 shares; 2025Q3: 9,389 shares; 2025Q4: 8,463 shares 8,463 $197K <0.01% -926 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 839 shares; 2025Q1: 1,060 shares; 2025Q2: 936 shares; 2025Q3: 1,131 shares; 2025Q4: 1,451 shares 1,451 $197K <0.01% +320 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 7,155 shares; 2025Q1: 3,422 shares; 2025Q2: 5,271 shares; 2025Q3: 4,317 shares; 2025Q4: 4,313 shares 4,313 $197K <0.01% -4 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares 3,900 $196K <0.01% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares 3,900 $196K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 4,844 shares; 2025Q1: 4,004 shares; 2025Q2: 4,025 shares; 2025Q3: 4,089 shares; 2025Q4: 4,096 shares 4,096 $196K <0.01% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,776 shares; 2024Q4: 20,800 shares; 2025Q1: 20,827 shares; 2025Q2: 20,314 shares; 2025Q3: 20,139 shares; 2025Q4: 18,166 shares 18,166 $194K <0.01% -1,973 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 7,137 shares; 2025Q1: 6,540 shares; 2025Q2: 4,694 shares; 2025Q3: 3,837 shares; 2025Q4: 4,161 shares 4,161 $193K <0.01% +324 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,443 shares; 2024Q4: 47,542 shares; 2025Q1: 47,685 shares; 2025Q2: 47,933 shares; 2025Q3: 5,101 shares; 2025Q4: 4,288 shares 4,288 $193K <0.01% -813 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 7,266 shares 7,266 $192K <0.01% +6,766 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 2,781 shares; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 2,575 shares; 2025Q4: 2,275 shares 2,275 $192K <0.01% -300 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 4,307 shares; 2025Q1: 1,796 shares; 2025Q2: 3,373 shares; 2025Q3: 3,401 shares; 2025Q4: 3,168 shares 3,168 $191K <0.01% -233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,970 shares; 2025Q2: 4,725 shares; 2025Q3: 5,250 shares; 2025Q4: 5,000 shares 5,000 $191K <0.01% -250 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,513 shares; 2025Q1: 2,404 shares; 2025Q2: 2,381 shares; 2025Q3: 2,273 shares; 2025Q4: 2,425 shares 2,425 $191K <0.01% +152 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 668 shares; 2025Q1: 632 shares; 2025Q2: 574 shares; 2025Q3: 587 shares; 2025Q4: 600 shares 600 $191K <0.01% +13 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,776 shares; 2025Q4: 7,747 shares 7,747 $190K <0.01% +3,971 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 3,221 shares; 2025Q1: 2,297 shares; 2025Q2: 2,289 shares; 2025Q3: 2,275 shares; 2025Q4: 1,659 shares 1,659 $190K <0.01% -616 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 750 shares; 2025Q1: 12,768 shares; 2025Q2: 14,668 shares; 2025Q3: 16,442 shares; 2025Q4: 14,724 shares 14,724 $189K <0.01% -1,718 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 1,186 shares; 2025Q1: 971 shares; 2025Q2: 914 shares; 2025Q3: 271 shares; 2025Q4: 1,331 shares 1,331 $189K <0.01% +1,060 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 1,458 shares; 2025Q3: 7,125 shares; 2025Q4: 7,125 shares 7,125 $189K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,096 shares; 2025Q2: 4,135 shares; 2025Q3: 3,849 shares; 2025Q4: 3,177 shares 3,177 $188K <0.01% -672 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,220 shares; 2025Q1: 3,035 shares; 2025Q2: 3,015 shares; 2025Q3: 2,973 shares; 2025Q4: 2,977 shares 2,977 $187K <0.01% +4 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,850 shares 1,850 $185K <0.01% new Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 3,932 shares 3,932 $185K <0.01% +3,833 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $185K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 2,125 shares; 2025Q2: 11,725 shares; 2025Q3: 3,350 shares; 2025Q4: 1,950 shares 1,950 $183K <0.01% -1,400 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 841 shares 841 $183K <0.01% +693 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,473 shares; 2025Q3: 1,523 shares; 2025Q4: 1,518 shares 1,518 $182K <0.01% -5 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,137 shares; 2025Q1: 1,801 shares; 2025Q2: 1,811 shares; 2025Q3: 2,875 shares; 2025Q4: 3,091 shares 3,091 $182K <0.01% +216 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 2,240 shares; 2025Q3: 2,370 shares; 2025Q4: 3,509 shares 3,509 $182K <0.01% +1,139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,252 shares; 2025Q1: 2,165 shares; 2025Q2: 2,167 shares; 2025Q3: 2,195 shares; 2025Q4: 2,169 shares 2,169 $181K <0.01% -26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,375 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 4,200 shares; 2025Q4: 4,679 shares 4,679 $181K <0.01% +479 Timeline XLKI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,137 shares 7,137 $181K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,609 shares; 2024Q4: 7,875 shares; 2025Q1: 7,899 shares; 2025Q2: 4,919 shares; 2025Q3: 4,656 shares; 2025Q4: 4,584 shares 4,584 $181K <0.01% -72 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,614 shares 3,614 $180K <0.01% new Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 8,610 shares; 2025Q1: 5,999 shares; 2025Q2: 12,858 shares; 2025Q3: 12,358 shares; 2025Q4: 10,468 shares 10,468 $180K <0.01% -1,890 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 545 shares; 2025Q1: 570 shares; 2025Q2: 495 shares; 2025Q3: 1,471 shares; 2025Q4: 1,790 shares 1,790 $180K <0.01% +319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 13,242 shares; 2025Q1: 13,648 shares; 2025Q2: 14,345 shares; 2025Q3: 22,960 shares; 2025Q4: 20,093 shares 20,093 $179K <0.01% -2,867 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,840 shares; 2025Q2: 3,970 shares; 2025Q3: 3,132 shares; 2025Q4: 2,734 shares 2,734 $178K <0.01% -398 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,315 shares; 2025Q1: 1,317 shares; 2025Q2: 1,320 shares; 2025Q3: 1,323 shares; 2025Q4: 1,325 shares 1,325 $178K <0.01% +2 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 10,436 shares; 2025Q1: 10,436 shares; 2025Q2: 10,436 shares; 2025Q3: 6,888 shares; 2025Q4: 15,095 shares 15,095 $177K <0.01% +8,207 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,114 shares; 2025Q1: 2,516 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,540 shares 2,540 $177K <0.01% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,632 shares; 2025Q1: 3,632 shares; 2025Q2: 3,635 shares; 2025Q3: 3,626 shares; 2025Q4: 3,626 shares 3,626 $176K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 5,450 shares; 2025Q1: 4,695 shares; 2025Q2: 3,700 shares; 2025Q3: 10,567 shares; 2025Q4: 10,945 shares 10,945 $176K <0.01% +378 Timeline HGTY HAGERTY INC More: the full row for HAGERTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 10,325 shares; 2025Q1: 11,155 shares; 2025Q2: 11,624 shares; 2025Q3: 13,027 shares; 2025Q4: 13,027 shares 13,027 $175K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,099 shares; 2024Q4: 12,194 shares; 2025Q1: 12,571 shares; 2025Q2: 12,596 shares; 2025Q3: 15,478 shares; 2025Q4: 17,992 shares 17,992 $175K <0.01% +2,514 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,343 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,587 shares; 2025Q4: 1,602 shares 1,602 $174K <0.01% +15 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,912 shares; 2025Q1: 8,806 shares; 2025Q2: 9,056 shares; 2025Q3: 10,070 shares; 2025Q4: 9,056 shares 9,056 $173K <0.01% -1,014 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,471 shares; 2025Q1: 4,058 shares; 2025Q2: 3,206 shares; 2025Q3: 3,316 shares; 2025Q4: 3,538 shares 3,538 $173K <0.01% +222 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,770 shares; 2025Q1: 1,774 shares; 2025Q2: 2,145 shares; 2025Q3: 2,071 shares; 2025Q4: 1,770 shares 1,770 $173K <0.01% -301 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 8,649 shares; 2025Q1: 16,379 shares; 2025Q2: 14,929 shares; 2025Q3: 11,842 shares; 2025Q4: 11,524 shares 11,524 $173K <0.01% -318 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,135 shares; 2024Q4: 15,235 shares; 2025Q1: 15,235 shares; 2025Q2: 15,610 shares; 2025Q3: 13,410 shares; 2025Q4: 13,410 shares 13,410 $173K <0.01% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 8,306 shares; 2025Q1: 13,596 shares; 2025Q2: 17,428 shares; 2025Q3: 18,224 shares; 2025Q4: 15,068 shares 15,068 $173K <0.01% -3,156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,488 shares; 2024Q4: 7,996 shares; 2025Q1: 7,996 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares 6,750 $172K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,738 shares; 2025Q3: 8,138 shares; 2025Q4: 10,408 shares 10,408 $172K <0.01% +2,270 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,489 shares; 2025Q1: 2,489 shares; 2025Q2: 2,241 shares; 2025Q3: 237,464 shares; 2025Q4: 7,241 shares 7,241 $171K <0.01% -230,223 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 968 shares; 2025Q4: 1,863 shares 1,863 $171K <0.01% +895 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 5,484 shares; 2025Q1: 5,484 shares; 2025Q2: 5,284 shares; 2025Q3: 4,576 shares; 2025Q4: 4,576 shares 4,576 $171K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: 3,799 shares; 2025Q1: 3,814 shares; 2025Q2: 3,826 shares; 2025Q3: 3,915 shares; 2025Q4: 3,929 shares 3,929 $170K <0.01% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 7,452 shares; 2025Q1: 6,663 shares; 2025Q2: 5,071 shares; 2025Q3: 4,997 shares; 2025Q4: 4,663 shares 4,663 $170K <0.01% -334 Timeline