EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,687 shares; 2025Q1: 2,841 shares; 2025Q2: 5,686 shares; 2025Q3: 8,098 shares; 2025Q4: 10,045 shares 10,045 $170K <0.01% +1,947 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 12,091 shares; 2025Q1: 15,306 shares; 2025Q2: 15,306 shares; 2025Q3: 15,306 shares; 2025Q4: 17,306 shares 17,306 $169K <0.01% +2,000 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,705 shares; 2024Q4: 9,705 shares; 2025Q1: 10,705 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares; 2025Q4: 10,705 shares 10,705 $168K <0.01% -442 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 198 shares; 2025Q1: 392 shares; 2025Q2: 395 shares; 2025Q3: 408 shares; 2025Q4: 376 shares 376 $168K <0.01% -32 ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,275 shares; 2024Q4: 80,675 shares; 2025Q1: 55,100 shares; 2025Q2: 45,300 shares; 2025Q3: 46,300 shares; 2025Q4: 48,050 shares 48,050 $168K <0.01% +1,750 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 3,981 shares; 2025Q1: 3,736 shares; 2025Q2: 2,583 shares; 2025Q3: 2,519 shares; 2025Q4: 2,580 shares 2,580 $167K <0.01% +61 Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 693 shares; 2025Q2: 1,424 shares; 2025Q3: 923 shares; 2025Q4: 4,965 shares 4,965 $167K <0.01% +4,042 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 1,481 shares; 2025Q1: 1,072 shares; 2025Q2: 990 shares; 2025Q3: 962 shares; 2025Q4: 945 shares 945 $166K <0.01% -17 Timeline PAPR 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: 128,783 shares; 2024Q4: 128,783 shares; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,516 shares; 2025Q4: 4,236 shares 4,236 $166K <0.01% +1,720 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 4,153 shares; 2025Q1: 3,051 shares; 2025Q2: 2,181 shares; 2025Q3: 1,843 shares; 2025Q4: 1,503 shares 1,503 $166K <0.01% -340 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,053 shares; 2025Q1: 1,996 shares; 2025Q2: 2,069 shares; 2025Q3: 2,146 shares; 2025Q4: 1,731 shares 1,731 $165K <0.01% -415 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,330 shares; 2024Q4: 21,614 shares; 2025Q1: 16,635 shares; 2025Q2: 15,764 shares; 2025Q3: 14,012 shares; 2025Q4: 15,167 shares 15,167 $165K <0.01% +1,155 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 16,251 shares; 2025Q1: 3,773 shares; 2025Q2: 3,554 shares; 2025Q3: 3,868 shares; 2025Q4: 3,928 shares 3,928 $165K <0.01% +60 Timeline CGCP 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: 10,401 shares; 2024Q4: 9,261 shares; 2025Q1: 7,602 shares; 2025Q2: 7,974 shares; 2025Q3: 6,303 shares; 2025Q4: 7,229 shares 7,229 $164K <0.01% +926 Timeline CLOX 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 6,414 shares 6,414 $164K <0.01% +5,414 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 3,683 shares; 2025Q1: 3,745 shares; 2025Q2: 5,024 shares; 2025Q3: 5,104 shares; 2025Q4: 5,363 shares 5,363 $163K <0.01% +259 Timeline ROBT 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: 3,205 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 2,805 shares; 2025Q3: 2,745 shares; 2025Q4: 3,145 shares 3,145 $163K <0.01% +400 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,245 shares; 2025Q1: 1,203 shares; 2025Q2: 1,563 shares; 2025Q3: 2,683 shares; 2025Q4: 2,505 shares 2,505 $163K <0.01% -178 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 905 shares; 2025Q1: 995 shares; 2025Q2: 978 shares; 2025Q3: 542 shares; 2025Q4: 541 shares 541 $163K <0.01% -1 Timeline DFIC 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: 2,231 shares; 2024Q4: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 1,119 shares; 2025Q3: 3,959 shares; 2025Q4: 4,720 shares 4,720 $163K <0.01% +761 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 1,705 shares; 2025Q3: 5,402 shares; 2025Q4: 6,119 shares 6,119 $163K <0.01% +717 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 56,088 shares; 2025Q1: 15,781 shares; 2025Q2: 15,404 shares; 2025Q3: 10,355 shares; 2025Q4: 8,313 shares 8,313 $163K <0.01% -2,042 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 3,788 shares; 2025Q4: 4,150 shares 4,150 $163K <0.01% +362 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,317 shares; 2024Q4: 227,025 shares; 2025Q1: 232,813 shares; 2025Q2: 3,983 shares; 2025Q3: 3,843 shares; 2025Q4: 3,859 shares 3,859 $162K <0.01% +16 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares 3,062 $162K <0.01% 0 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 2,655 shares; 2025Q1: 2,715 shares; 2025Q2: 2,716 shares; 2025Q3: 3,097 shares; 2025Q4: 3,098 shares 3,098 $162K <0.01% +1 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 5,625 shares 5,625 $162K <0.01% +3,000 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,385 shares; 2025Q3: 5,485 shares; 2025Q4: 4,585 shares 4,585 $162K <0.01% -900 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 850 shares; 2025Q2: 750 shares; 2025Q3: 1,126 shares; 2025Q4: 1,111 shares 1,111 $162K <0.01% -15 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 2,310 shares; 2025Q1: 2,693 shares; 2025Q2: 1,492 shares; 2025Q3: 1,509 shares; 2025Q4: 1,209 shares 1,209 $161K <0.01% -300 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,477 shares; 2024Q4: 7,477 shares; 2025Q1: 7,477 shares; 2025Q2: 7,727 shares; 2025Q3: 7,727 shares; 2025Q4: 7,727 shares 7,727 $161K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 14,565 shares; 2025Q1: 50,865 shares; 2025Q2: 50,865 shares; 2025Q3: 53,864 shares; 2025Q4: 39,364 shares 39,364 $161K <0.01% -14,500 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 8,871 shares; 2025Q1: 8,088 shares; 2025Q2: 6,159 shares; 2025Q3: 5,834 shares; 2025Q4: 8,424 shares 8,424 $161K <0.01% +2,590 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 10,264 shares; 2025Q1: 9,140 shares; 2025Q2: 8,080 shares; 2025Q3: 7,458 shares; 2025Q4: 7,112 shares 7,112 $161K <0.01% -346 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 3,377 shares 3,377 $161K <0.01% +296 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,516 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares 5,863 $161K <0.01% 0 Timeline OMAH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,575 shares 8,575 $161K <0.01% new Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $161K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 861 shares; 2025Q1: 1,440 shares; 2025Q2: 1,992 shares; 2025Q3: 2,761 shares; 2025Q4: 3,053 shares 3,053 $160K <0.01% +292 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,597 shares; 2025Q1: 2,697 shares; 2025Q2: 2,700 shares; 2025Q3: 3,342 shares; 2025Q4: 3,749 shares 3,749 $160K <0.01% +407 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,252 shares; 2025Q1: 1,506 shares; 2025Q2: 1,030 shares; 2025Q3: 927 shares; 2025Q4: 987 shares 987 $160K <0.01% +60 Timeline DFAS 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: 2,762 shares; 2024Q4: 2,770 shares; 2025Q1: 2,109 shares; 2025Q2: 2,196 shares; 2025Q3: 2,242 shares; 2025Q4: 2,287 shares 2,287 $159K <0.01% +45 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares 1,157 $159K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,730 shares; 2024Q4: 15,148 shares; 2025Q1: 14,418 shares; 2025Q2: 13,445 shares; 2025Q3: 13,023 shares; 2025Q4: 12,776 shares 12,776 $159K <0.01% -247 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 16,864 shares; 2025Q1: 17,852 shares; 2025Q2: 17,809 shares; 2025Q3: 17,809 shares; 2025Q4: 18,028 shares 18,028 $159K <0.01% +219 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,664 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,607 shares; 2025Q4: 2,112 shares 2,112 $159K <0.01% -495 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 3,192 shares; 2025Q1: 2,446 shares; 2025Q2: 2,446 shares; 2025Q3: 1,445 shares; 2025Q4: 1,499 shares 1,499 $159K <0.01% +54 Timeline IMCB 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: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 2,145 shares; 2025Q2: 2,163 shares; 2025Q3: 1,889 shares; 2025Q4: 1,918 shares 1,918 $159K <0.01% +29 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 6,656 shares; 2025Q2: 7,209 shares; 2025Q3: 4,039 shares; 2025Q4: 5,529 shares 5,529 $158K <0.01% +1,490 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 7,334 shares; 2025Q1: 5,384 shares; 2025Q2: 5,194 shares; 2025Q3: 5,294 shares; 2025Q4: 5,342 shares 5,342 $157K <0.01% +48 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,812 shares; 2024Q4: 17,931 shares; 2025Q1: 18,305 shares; 2025Q2: 18,305 shares; 2025Q3: 18,305 shares; 2025Q4: 18,305 shares 18,305 $157K <0.01% 0 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,827 shares 3,827 $157K <0.01% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 435 shares; 2025Q1: 2,525 shares; 2025Q2: 9,041 shares; 2025Q3: 8,300 shares; 2025Q4: 10,636 shares 10,636 $157K <0.01% +2,336 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,911 shares 3,911 $157K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 571 shares; 2025Q1: 567 shares; 2025Q2: 500 shares; 2025Q3: 596 shares; 2025Q4: 570 shares 570 $157K <0.01% -26 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 142 shares 142 $156K <0.01% -16 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,175 shares; 2025Q1: 3,022 shares; 2025Q2: 3,331 shares; 2025Q3: 2,746 shares; 2025Q4: 2,522 shares 2,522 $156K <0.01% -224 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,441 shares; 2024Q4: 85,686 shares; 2025Q1: 87,877 shares; 2025Q2: 88,029 shares; 2025Q3: 47,885 shares; 2025Q4: 23,627 shares 23,627 $156K <0.01% -24,258 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares 1,002 $155K <0.01% 0 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 4,243 shares; 2025Q1: 6,343 shares; 2025Q2: 9,243 shares; 2025Q3: 15,743 shares; 2025Q4: 15,390 shares 15,390 $155K <0.01% -353 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $155K <0.01% 0 Timeline XBFZX BLACKROCK CA MUNI INC TR More: the full row for BLACKROCK CA MUNI INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,367 shares; 2024Q4: 19,713 shares; 2025Q1: 19,713 shares; 2025Q2: 13,625 shares; 2025Q3: 14,425 shares; 2025Q4: 14,425 shares 14,425 $155K <0.01% 0 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,276 shares 3,276 $155K <0.01% new Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 10,611 shares; 2025Q1: 15,560 shares; 2025Q2: 15,434 shares; 2025Q3: 16,934 shares; 2025Q4: 16,089 shares 16,089 $154K <0.01% -845 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,075 shares; 2024Q4: 12,291 shares; 2025Q1: 11,547 shares; 2025Q2: 11,260 shares; 2025Q3: 11,260 shares; 2025Q4: 9,015 shares 9,015 $154K <0.01% -2,245 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 292 shares; 2025Q1: 303 shares; 2025Q2: 297 shares; 2025Q3: 401 shares; 2025Q4: 360 shares 360 $154K <0.01% -41 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 7,375 shares; 2025Q1: 7,375 shares; 2025Q2: 7,500 shares; 2025Q3: 6,000 shares; 2025Q4: 6,500 shares 6,500 $154K <0.01% +500 Timeline SIFI 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: 3,137 shares; 2025Q3: 3,416 shares; 2025Q4: 3,502 shares 3,502 $154K <0.01% +86 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 1,793 shares; 2025Q1: 127,373 shares; 2025Q2: 5,175 shares; 2025Q3: 3,067 shares; 2025Q4: 2,610 shares 2,610 $153K <0.01% -457 Timeline IBDV 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: 3,022 shares; 2024Q4: 1,479 shares; 2025Q1: 2,924 shares; 2025Q2: 6,667 shares; 2025Q3: 6,938 shares; 2025Q4: 6,938 shares 6,938 $153K <0.01% 0 Timeline SUSB 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: 10,218 shares; 2024Q4: 13,982 shares; 2025Q1: 6,179 shares; 2025Q2: 5,929 shares; 2025Q3: 6,074 shares; 2025Q4: 6,063 shares 6,063 $153K <0.01% -11 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,777 shares; 2025Q1: 4,794 shares; 2025Q2: 4,757 shares; 2025Q3: 5,193 shares; 2025Q4: 5,958 shares 5,958 $153K <0.01% +765 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 3,374 shares; 2025Q1: 3,772 shares; 2025Q2: 4,130 shares; 2025Q3: 3,919 shares; 2025Q4: 3,120 shares 3,120 $153K <0.01% -799 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 107 shares; 2025Q4: 2,021 shares 2,021 $152K <0.01% +1,914 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 7,187 shares; 2025Q1: 6,489 shares; 2025Q2: 5,735 shares; 2025Q3: 5,990 shares; 2025Q4: 6,443 shares 6,443 $152K <0.01% +453 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 21,738 shares; 2025Q1: 16,161 shares; 2025Q2: 16,161 shares; 2025Q3: 16,973 shares; 2025Q4: 1,473 shares 1,473 $152K <0.01% -15,500 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 1,201 shares; 2025Q4: 1,909 shares 1,909 $152K <0.01% +708 Timeline WKSP WORKSPORT LTD More: the full row for WORKSPORT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 71,000 shares 71,000 $151K <0.01% +51,000 Timeline IBMQ 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: 10,163 shares; 2024Q4: 9,893 shares; 2025Q1: 8,738 shares; 2025Q2: 11,666 shares; 2025Q3: 11,666 shares; 2025Q4: 5,907 shares 5,907 $151K <0.01% -5,759 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 4,490 shares; 2025Q1: 4,364 shares; 2025Q2: 4,350 shares; 2025Q3: 4,146 shares; 2025Q4: 2,675 shares 2,675 $151K <0.01% -1,471 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,103 shares; 2025Q1: 6,103 shares; 2025Q2: 6,103 shares; 2025Q3: 6,103 shares; 2025Q4: 6,315 shares 6,315 $151K <0.01% +212 Timeline KXI 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: 2,143 shares; 2024Q4: 2,300 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares 2,329 $151K <0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,093 shares; 2025Q2: 2 shares; 2025Q3: 3,012 shares; 2025Q4: 6,554 shares 6,554 $151K <0.01% +3,542 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,269 shares; 2025Q1: 3,524 shares; 2025Q2: 2,812 shares; 2025Q3: 4,629 shares; 2025Q4: 3,396 shares 3,396 $150K <0.01% -1,233 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 2,805 shares; 2025Q1: 2,440 shares; 2025Q2: 2,463 shares; 2025Q3: 2,275 shares; 2025Q4: 1,976 shares 1,976 $150K <0.01% -299 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 953 shares; 2025Q1: 1,411 shares; 2025Q2: 628 shares; 2025Q3: 876 shares; 2025Q4: 751 shares 751 $150K <0.01% -125 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,853 shares; 2025Q1: 4,410 shares; 2025Q2: 4,010 shares; 2025Q3: 3,816 shares; 2025Q4: 3,904 shares 3,904 $150K <0.01% +88 Timeline UFOX 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: 2,457 shares; 2024Q4: 2,460 shares; 2025Q1: 2,463 shares; 2025Q2: 2,466 shares; 2025Q3: 2,341 shares; 2025Q4: 2,343 shares 2,343 $150K <0.01% +2 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 15,000 shares; 2025Q2: 16,200 shares; 2025Q3: 16,606 shares; 2025Q4: 16,606 shares 16,606 $149K <0.01% 0 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,944 shares 18,944 $149K <0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,471 shares; 2025Q1: 4,439 shares; 2025Q2: 3,639 shares; 2025Q3: 3,912 shares; 2025Q4: 3,880 shares 3,880 $147K <0.01% -32 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,753 shares; 2024Q4: 12,182 shares; 2025Q1: 12,260 shares; 2025Q2: 12,222 shares; 2025Q3: 13,370 shares; 2025Q4: 13,328 shares 13,328 $147K <0.01% -42 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,187 shares; 2024Q4: 13,978 shares; 2025Q1: 13,978 shares; 2025Q2: 19,036 shares; 2025Q3: 19,036 shares; 2025Q4: 13,340 shares 13,340 $147K <0.01% -5,696 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 548 shares; 2025Q2: 465 shares; 2025Q3: 755 shares; 2025Q4: 573 shares 573 $146K <0.01% -182 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 651 shares; 2025Q1: 471 shares; 2025Q2: 555 shares; 2025Q3: 493 shares; 2025Q4: 505 shares 505 $146K <0.01% +12 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 655 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 400 shares; 2025Q4: 1,100 shares 1,100 $144K <0.01% +700 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 872 shares; 2025Q1: 618 shares; 2025Q2: 634 shares; 2025Q3: 838 shares; 2025Q4: 695 shares 695 $143K <0.01% -143 Timeline DNL 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: 10,200 shares; 2024Q4: 6,250 shares; 2025Q1: 5,500 shares; 2025Q2: 3,075 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares 3,475 $143K <0.01% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 3,206 shares; 2025Q1: 2,907 shares; 2025Q2: 2,816 shares; 2025Q3: 2,750 shares; 2025Q4: 2,999 shares 2,999 $143K <0.01% +249 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 496 shares; 2025Q2: 938 shares; 2025Q3: 1,268 shares; 2025Q4: 1,722 shares 1,722 $142K <0.01% +454 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,245 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 2,713 shares 2,713 $142K <0.01% +1,655 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 4,793 shares; 2025Q1: 4,751 shares; 2025Q2: 4,719 shares; 2025Q3: 4,719 shares; 2025Q4: 5,099 shares 5,099 $142K <0.01% +380 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 84 shares; 2025Q1: 36 shares; 2025Q2: 83 shares; 2025Q3: 1,692 shares; 2025Q4: 3,056 shares 3,056 $142K <0.01% +1,364 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 2,132 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,232 shares; 2025Q4: 3,136 shares 3,136 $142K <0.01% +904 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 179 shares; 2025Q3: 990 shares; 2025Q4: 1,139 shares 1,139 $142K <0.01% +149 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 603 shares; 2025Q3: 719 shares; 2025Q4: 719 shares 719 $142K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,821 shares; 2025Q1: 1,813 shares; 2025Q2: 1,785 shares; 2025Q3: 1,811 shares; 2025Q4: 1,799 shares 1,799 $142K <0.01% -12 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,704 shares; 2024Q4: 5,758 shares; 2025Q1: 2,590 shares; 2025Q2: 1,395 shares; 2025Q3: 4,328 shares; 2025Q4: 810 shares 810 $141K <0.01% -3,518 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 4,705 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares 5,998 $140K <0.01% 0 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 3,613 shares; 2025Q4: 3,747 shares 3,747 $140K <0.01% +134 Timeline SMLL 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: 616 shares; 2025Q1: 8,070 shares; 2025Q2: 18,309 shares; 2025Q3: 31,490 shares; 2025Q4: 7,022 shares 7,022 $140K <0.01% -24,468 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 521 shares; 2025Q1: 2,069 shares; 2025Q2: 2,064 shares; 2025Q3: 2,020 shares; 2025Q4: 2,014 shares 2,014 $140K <0.01% -6 Timeline INOV 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: 36,153 shares; 2024Q4: 35,886 shares; 2025Q1: 37,093 shares; 2025Q2: 37,625 shares; 2025Q3: 2,474 shares; 2025Q4: 4,033 shares 4,033 $139K <0.01% +1,559 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT 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: 2,215 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 2,000 shares 2,000 $139K <0.01% -215 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 393 shares; 2025Q1: 437 shares; 2025Q2: 398 shares; 2025Q3: 399 shares; 2025Q4: 410 shares 410 $139K <0.01% +11 Timeline EWJV 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: 5,225 shares; 2024Q4: 4,225 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $139K <0.01% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,936 shares; 2024Q4: 9,936 shares; 2025Q1: 9,779 shares; 2025Q2: 9,779 shares; 2025Q3: 8,987 shares; 2025Q4: 8,987 shares 8,987 $139K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,198 shares; 2024Q4: 9,373 shares; 2025Q1: 9,557 shares; 2025Q2: 9,768 shares; 2025Q3: 12,263 shares; 2025Q4: 13,944 shares 13,944 $139K <0.01% +1,681 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 5,631 shares; 2025Q1: 3,962 shares; 2025Q2: 3,360 shares; 2025Q3: 3,364 shares; 2025Q4: 5,821 shares 5,821 $139K <0.01% +2,457 Timeline BOCT 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: 2,449 shares; 2024Q4: 2,449 shares; 2025Q1: 2,449 shares; 2025Q2: 2,449 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $138K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 124 shares; 2025Q1: 112 shares; 2025Q2: 137 shares; 2025Q3: 1,298 shares; 2025Q4: 2,299 shares 2,299 $138K <0.01% +1,001 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,629 shares; 2025Q1: 1,606 shares; 2025Q2: 1,531 shares; 2025Q3: 2,524 shares; 2025Q4: 2,654 shares 2,654 $138K <0.01% +130 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 372 shares; 2025Q1: 403 shares; 2025Q2: 383 shares; 2025Q3: 584 shares; 2025Q4: 568 shares 568 $138K <0.01% -16 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,381 shares; 2025Q4: 4,657 shares 4,657 $138K <0.01% +2,276 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,845 shares; 2025Q1: 2,848 shares; 2025Q2: 2,716 shares; 2025Q3: 2,587 shares; 2025Q4: 2,587 shares 2,587 $138K <0.01% 0 Timeline DAIO DATA I O CORP More: the full row for DATA I O 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: 20,917 shares; 2025Q3: 34,917 shares; 2025Q4: 43,472 shares 43,472 $138K <0.01% +8,555 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 592 shares; 2025Q1: 583 shares; 2025Q2: 593 shares; 2025Q3: 768 shares; 2025Q4: 1,336 shares 1,336 $138K <0.01% +568 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 877 shares; 2025Q1: 876 shares; 2025Q2: 8,929 shares; 2025Q3: 844 shares; 2025Q4: 828 shares 828 $137K <0.01% -16 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 1,711 shares; 2025Q1: 1,784 shares; 2025Q2: 7,451 shares; 2025Q3: 6,103 shares; 2025Q4: 1,027 shares 1,027 $136K <0.01% -5,076 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,652 shares; 2025Q3: 9,864 shares; 2025Q4: 8,085 shares 8,085 $136K <0.01% -1,779 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,532 shares; 2025Q1: 1,538 shares; 2025Q2: 1,570 shares; 2025Q3: 900 shares; 2025Q4: 2,922 shares 2,922 $135K <0.01% +2,022 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,954 shares; 2024Q4: 13,654 shares; 2025Q1: 14,654 shares; 2025Q2: 14,654 shares; 2025Q3: 14,654 shares; 2025Q4: 14,654 shares 14,654 $134K <0.01% 0 Timeline GDXU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares 550 $134K <0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 1,294 shares; 2025Q1: 1,557 shares; 2025Q2: 1,522 shares; 2025Q3: 1,512 shares; 2025Q4: 1,221 shares 1,221 $133K <0.01% -291 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,535 shares; 2024Q4: 5,535 shares; 2025Q1: 7,071 shares; 2025Q2: 7,011 shares; 2025Q3: 6,418 shares; 2025Q4: 7,175 shares 7,175 $133K <0.01% +757 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,192 shares; 2025Q1: 6,778 shares; 2025Q2: 8,009 shares; 2025Q3: 5,817 shares; 2025Q4: 5,667 shares 5,667 $133K <0.01% -150 Timeline USEP 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: 4,268 shares; 2024Q4: 4,268 shares; 2025Q1: 4,268 shares; 2025Q2: 3,368 shares; 2025Q3: 3,368 shares; 2025Q4: 3,368 shares 3,368 $132K <0.01% 0 Timeline RPV 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: 1,384 shares; 2024Q4: 1,346 shares; 2025Q1: 1,303 shares; 2025Q2: 1,304 shares; 2025Q3: 1,305 shares; 2025Q4: 1,274 shares 1,274 $132K <0.01% -31 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,300 shares; 2025Q4: 2,600 shares 2,600 $131K <0.01% -700 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,362 shares; 2025Q1: 1,421 shares; 2025Q2: 517 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares 1,507 $131K <0.01% 0 Timeline OIH 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: 755 shares; 2024Q4: 569 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 459 shares; 2025Q4: 459 shares 459 $131K <0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 278 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 663 shares; 2025Q4: 663 shares 663 $131K <0.01% 0 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,030 shares; 2025Q1: 7,030 shares; 2025Q2: 7,030 shares; 2025Q3: 6,688 shares; 2025Q4: 3,948 shares 3,948 $130K <0.01% -2,740 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 77 shares; 2025Q1: 81 shares; 2025Q2: 78 shares; 2025Q3: 65 shares; 2025Q4: 61 shares 61 $130K <0.01% -4 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 823 shares; 2025Q1: 643 shares; 2025Q2: 545 shares; 2025Q3: 1,066 shares; 2025Q4: 1,016 shares 1,016 $130K <0.01% -50 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 14,195 shares; 2025Q2: 3,898 shares; 2025Q3: 3,898 shares; 2025Q4: 3,898 shares 3,898 $130K <0.01% 0 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,000 shares; 2025Q1: 957,594 shares; 2025Q2: 30,500 shares; 2025Q3: 30,500 shares; 2025Q4: 30,500 shares 30,500 $130K <0.01% 0 Timeline GVI 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: 600 shares; 2024Q4: 576 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 225 shares; 2025Q4: 1,207 shares 1,207 $130K <0.01% +982 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 2,332 shares; 2025Q1: 2,155 shares; 2025Q2: 2,028 shares; 2025Q3: 1,909 shares; 2025Q4: 1,628 shares 1,628 $130K <0.01% -281 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,058 shares; 2025Q1: 271 shares; 2025Q2: 1,062 shares; 2025Q3: 1,526 shares; 2025Q4: 1,090 shares 1,090 $130K <0.01% -436 Timeline IYLD 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: 12,998 shares; 2024Q4: 17,394 shares; 2025Q1: 5,953 shares; 2025Q2: 5,905 shares; 2025Q3: 5,981 shares; 2025Q4: 6,046 shares 6,046 $130K <0.01% +65 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 7,147 shares; 2025Q1: 6,847 shares; 2025Q2: 6,847 shares; 2025Q3: 6,847 shares; 2025Q4: 6,847 shares 6,847 $129K <0.01% 0 Timeline BDEC 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: 1,516 shares; 2024Q4: 2,495 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,590 shares 2,590 $128K <0.01% +324 Timeline JULP 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: 4,160 shares; 2025Q4: 4,160 shares 4,160 $128K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,407 shares; 2025Q1: 1,001 shares; 2025Q2: 904 shares; 2025Q3: 1,934 shares; 2025Q4: 1,562 shares 1,562 $128K <0.01% -372 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,108 shares; 2025Q1: 1,081 shares; 2025Q2: 1,378 shares; 2025Q3: 1,508 shares; 2025Q4: 1,142 shares 1,142 $128K <0.01% -366 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $128K <0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 401 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 389 shares 389 $128K <0.01% +10 Timeline XJR 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: 2,704 shares; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 2,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $128K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 788 shares; 2025Q1: 1,287 shares; 2025Q2: 1,043 shares; 2025Q3: 1,134 shares; 2025Q4: 1,406 shares 1,406 $127K <0.01% +272 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 25,436 shares; 2025Q1: 25,436 shares; 2025Q2: 15,336 shares; 2025Q3: 14,336 shares; 2025Q4: 13,836 shares 13,836 $127K <0.01% -500 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,464 shares 2,464 $127K <0.01% new Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 10,725 shares; 2025Q1: 13,989 shares; 2025Q2: 13,830 shares; 2025Q3: 15,230 shares; 2025Q4: 13,636 shares 13,636 $127K <0.01% -1,594 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 3,703 shares; 2025Q1: 3,105 shares; 2025Q2: 2,943 shares; 2025Q3: 2,951 shares; 2025Q4: 2,862 shares 2,862 $126K <0.01% -89 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 885 shares; 2025Q1: 953 shares; 2025Q2: 992 shares; 2025Q3: 1,439 shares; 2025Q4: 1,440 shares 1,440 $126K <0.01% +1 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 597 shares; 2025Q1: 636 shares; 2025Q2: 577 shares; 2025Q3: 982 shares; 2025Q4: 922 shares 922 $126K <0.01% -60 Timeline FALN 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: 9,353 shares; 2024Q4: 8,899 shares; 2025Q1: 9,302 shares; 2025Q2: 8,777 shares; 2025Q3: 8,897 shares; 2025Q4: 4,599 shares 4,599 $126K <0.01% -4,298 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 7,126 shares; 2025Q1: 7,276 shares; 2025Q2: 6,384 shares; 2025Q3: 6,387 shares; 2025Q4: 4,393 shares 4,393 $125K <0.01% -1,994 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 500 shares; 2025Q2: 500 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $125K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,525 shares; 2025Q1: 3,463 shares; 2025Q2: 3,385 shares; 2025Q3: 4,047 shares; 2025Q4: 4,470 shares 4,470 $125K <0.01% +423 Timeline FELV 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: 4,003 shares; 2024Q4: 4,003 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,532 shares; 2025Q4: 3,584 shares 3,584 $124K <0.01% +52 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,603 shares; 2025Q3: 8,608 shares; 2025Q4: 8,898 shares 8,898 $124K <0.01% +290 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 12,613 shares; 2025Q1: 11,373 shares; 2025Q2: 13,273 shares; 2025Q3: 9,515 shares; 2025Q4: 8,099 shares 8,099 $124K <0.01% -1,416 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 96 shares; 2025Q4: 2,363 shares 2,363 $124K <0.01% +2,267 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,639 shares; 2024Q4: 2,700 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 8,841 shares 8,841 $124K <0.01% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 413 shares; 2025Q1: 753 shares; 2025Q2: 614 shares; 2025Q3: 688 shares; 2025Q4: 709 shares 709 $123K <0.01% +21 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,634 shares 4,634 $123K <0.01% new Timeline BBU BROOKFIELD BUSINESS PARTNERS L More: the full row for BROOKFIELD BUSINESS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $123K <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,770 shares; 2025Q1: 1,835 shares; 2025Q2: 2,698 shares; 2025Q3: 3,200 shares; 2025Q4: 3,780 shares 3,780 $123K <0.01% +580 Timeline JAJL 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: 761 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 4,219 shares 4,219 $123K <0.01% +3,458 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,181 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 747 shares; 2025Q4: 1,417 shares 1,417 $122K <0.01% +670 Timeline IBDW 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: 3,330 shares; 2024Q4: 1,248 shares; 2025Q1: 788 shares; 2025Q2: 5,065 shares; 2025Q3: 5,779 shares; 2025Q4: 5,779 shares 5,779 $122K <0.01% 0 Timeline PSCH 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: 2,883 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 2,846 shares; 2025Q4: 2,772 shares 2,772 $122K <0.01% -74 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,063 shares; 2024Q4: 10,169 shares; 2025Q1: 10,229 shares; 2025Q2: 9,535 shares; 2025Q3: 14,274 shares; 2025Q4: 17,726 shares 17,726 $122K <0.01% +3,452 Timeline BSCU 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: 1,649 shares; 2024Q4: 3,016 shares; 2025Q1: 3,228 shares; 2025Q2: 3,213 shares; 2025Q3: 7,242 shares; 2025Q4: 7,196 shares 7,196 $122K <0.01% -46 Timeline DSEP 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 475 shares; 2025Q2: 325 shares; 2025Q3: 2,706 shares; 2025Q4: 2,706 shares 2,706 $122K <0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 138 shares; 2025Q1: 166 shares; 2025Q2: 224 shares; 2025Q3: 1,146 shares; 2025Q4: 4,487 shares 4,487 $122K <0.01% +3,341 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 317 shares; 2025Q1: 313 shares; 2025Q2: 307 shares; 2025Q3: 1,227 shares; 2025Q4: 994 shares 994 $121K <0.01% -233 Timeline XNOV 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: 3,203 shares 3,203 $121K <0.01% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 788 shares; 2025Q1: 1,655 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares 1,737 $121K <0.01% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE 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: 40 shares; 2025Q3: 40 shares; 2025Q4: 7,460 shares 7,460 $121K <0.01% +7,420 Timeline IGPT 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: 1,257 shares; 2024Q4: 2,776 shares; 2025Q1: 1,927 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares 2,035 $121K <0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 251 shares; 2025Q1: 267 shares; 2025Q2: 274 shares; 2025Q3: 286 shares; 2025Q4: 290 shares 290 $121K <0.01% +4 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,737 shares; 2025Q1: 3,728 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 3,295 shares 3,295 $121K <0.01% -26 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 94 shares; 2025Q3: 796 shares; 2025Q4: 899 shares 899 $121K <0.01% +103 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 1,402 shares; 2025Q2: 1,355 shares; 2025Q3: 1,391 shares; 2025Q4: 1,355 shares 1,355 $121K <0.01% -36 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 5,212 shares 5,212 $120K <0.01% +4,478 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 10,913 shares; 2025Q2: 11,863 shares; 2025Q3: 11,863 shares; 2025Q4: 11,863 shares 11,863 $120K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 9,716 shares; 2025Q1: 82 shares; 2025Q2: 209 shares; 2025Q3: 448 shares; 2025Q4: 353 shares 353 $120K <0.01% -95 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED 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: 5,385 shares; 2025Q2: 3,960 shares; 2025Q3: 3,974 shares; 2025Q4: 4,073 shares 4,073 $119K <0.01% +99 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 5,260 shares; 2025Q4: 6,675 shares 6,675 $119K <0.01% +1,415 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,906 shares; 2025Q1: 2,861 shares; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares; 2025Q4: 2,543 shares 2,543 $119K <0.01% -128 Timeline ZFEB 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: not reported; 2025Q1: 417 shares; 2025Q2: 4,671 shares; 2025Q3: 4,671 shares; 2025Q4: 4,671 shares 4,671 $119K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,896 shares; 2025Q1: 1,046 shares; 2025Q2: 404 shares; 2025Q3: 854 shares; 2025Q4: 5,081 shares 5,081 $118K <0.01% +4,227 Timeline HTAB 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: 5,408 shares; 2024Q4: 5,647 shares; 2025Q1: 6,886 shares; 2025Q2: 6,167 shares; 2025Q3: 6,947 shares; 2025Q4: 6,181 shares 6,181 $118K <0.01% -766 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 7,256 shares; 2025Q1: 1,821 shares; 2025Q2: 784 shares; 2025Q3: 1,333 shares; 2025Q4: 1,272 shares 1,272 $118K <0.01% -61 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 17 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 3,342 shares; 2025Q4: 2,747 shares 2,747 $118K <0.01% -595 Timeline IVLU 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: 98 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 945 shares; 2025Q4: 3,097 shares 3,097 $118K <0.01% +2,152 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 10,315 shares; 2025Q1: 18,374 shares; 2025Q2: 18,175 shares; 2025Q3: 18,191 shares; 2025Q4: 8,656 shares 8,656 $118K <0.01% -9,535 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,876 shares; 2024Q4: 14,876 shares; 2025Q1: 14,251 shares; 2025Q2: 14,251 shares; 2025Q3: 14,251 shares; 2025Q4: 14,251 shares 14,251 $118K <0.01% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 821 shares; 2025Q4: 1,487 shares 1,487 $117K <0.01% +666 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 614 shares; 2025Q1: 784 shares; 2025Q2: 1,005 shares; 2025Q3: 1,414 shares; 2025Q4: 1,512 shares 1,512 $117K <0.01% +98 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,809 shares; 2025Q1: 1,809 shares; 2025Q2: 6,609 shares; 2025Q3: 10,197 shares; 2025Q4: 10,197 shares 10,197 $117K <0.01% 0 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 2,786 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares 2,786 $117K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,568 shares; 2024Q4: 15,560 shares; 2025Q1: 15,110 shares; 2025Q2: 3,440 shares; 2025Q3: 4,090 shares; 2025Q4: 3,650 shares 3,650 $117K <0.01% -440 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 4,229 shares; 2025Q2: 4,229 shares; 2025Q3: 4,101 shares; 2025Q4: 4,101 shares 4,101 $117K <0.01% 0 Timeline SCHC 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: 4,439 shares; 2024Q4: 2,667 shares; 2025Q1: 2,675 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,566 shares 2,566 $117K <0.01% +108 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,964 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,924 shares; 2025Q4: 2,539 shares 2,539 $116K <0.01% -385 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,786 shares; 2024Q4: 13,477 shares; 2025Q1: 13,407 shares; 2025Q2: 10,682 shares; 2025Q3: 9,149 shares; 2025Q4: 9,149 shares 9,149 $116K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,620 shares; 2024Q4: 22,037 shares; 2025Q1: 23,334 shares; 2025Q2: 23,140 shares; 2025Q3: 23,065 shares; 2025Q4: 23,126 shares 23,126 $116K <0.01% +61 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,541 shares 1,541 $115K <0.01% +14 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 501,358 shares; 2025Q2: 251,898 shares; 2025Q3: 10,648 shares; 2025Q4: 5,173 shares 5,173 $115K <0.01% -5,475 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,505 shares; 2025Q1: 2,482 shares; 2025Q2: 1,829 shares; 2025Q3: 1,755 shares; 2025Q4: 1,424 shares 1,424 $115K <0.01% -331 Timeline IBTJ 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: 6,294 shares; 2024Q4: 13,536 shares; 2025Q1: 9,001 shares; 2025Q2: 9,518 shares; 2025Q3: 8,433 shares; 2025Q4: 5,222 shares 5,222 $115K <0.01% -3,211 Timeline WTV 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: 45,820 shares; 2025Q1: 53,063 shares; 2025Q2: 43,853 shares; 2025Q3: 47,323 shares; 2025Q4: 1,218 shares 1,218 $114K <0.01% -46,105 Timeline SEPP 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: 3,698 shares; 2025Q4: 3,698 shares 3,698 $113K <0.01% 0 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 10,000 shares 10,000 $113K <0.01% +1,000 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,172 shares; 2025Q4: 3,172 shares 3,172 $112K <0.01% 0 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,632 shares 3,632 $112K <0.01% new Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,780 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares 1,830 $112K <0.01% 0 Timeline IXG 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: 571 shares; 2024Q4: 571 shares; 2025Q1: 657 shares; 2025Q2: 599 shares; 2025Q3: 706 shares; 2025Q4: 921 shares 921 $111K <0.01% +215 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,716 shares; 2024Q4: 11,749 shares; 2025Q1: 13,214 shares; 2025Q2: 13,257 shares; 2025Q3: 8,404 shares; 2025Q4: 9,474 shares 9,474 $111K <0.01% +1,070 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 11,297 shares; 2025Q1: 7,902 shares; 2025Q2: 5,017 shares; 2025Q3: 4,067 shares; 2025Q4: 1,870 shares 1,870 $111K <0.01% -2,197 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 707 shares; 2025Q1: 51,372 shares; 2025Q2: 2,420 shares; 2025Q3: 1,598 shares; 2025Q4: 1,680 shares 1,680 $111K <0.01% +82 Timeline HYFI 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: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 3,024 shares; 2025Q2: 3,024 shares; 2025Q3: 2,951 shares; 2025Q4: 2,941 shares 2,941 $111K <0.01% -10 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 4,320 shares 4,320 $110K <0.01% new Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,426 shares 3,426 $109K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 820 shares; 2025Q1: 1,055 shares; 2025Q2: 736 shares; 2025Q3: 360 shares; 2025Q4: 774 shares 774 $109K <0.01% +414 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,363 shares; 2025Q1: 3,456 shares; 2025Q2: 3,480 shares; 2025Q3: 4,845 shares; 2025Q4: 7,614 shares 7,614 $109K <0.01% +2,769 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 1,667 shares; 2025Q1: 1,503 shares; 2025Q2: 1,530 shares; 2025Q3: 2,122 shares; 2025Q4: 1,413 shares 1,413 $109K <0.01% -709 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,100 shares; 2025Q1: 1,089 shares; 2025Q2: 1,058 shares; 2025Q3: 1,111 shares; 2025Q4: 956 shares 956 $109K <0.01% -155 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 3,049 shares; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares 3,048 $109K <0.01% 0 Timeline PALC 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: 2,081 shares; 2024Q4: 2,081 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,081 shares 2,081 $109K <0.01% 0 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $109K <0.01% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 162 shares; 2025Q3: 1,898 shares; 2025Q4: 1,898 shares 1,898 $109K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 459 shares; 2025Q1: 465 shares; 2025Q2: 453 shares; 2025Q3: 463 shares; 2025Q4: 453 shares 453 $109K <0.01% -10 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,150 shares; 2024Q4: 21,000 shares; 2025Q1: 22,970 shares; 2025Q2: 23,970 shares; 2025Q3: 11,970 shares; 2025Q4: 12,626 shares 12,626 $108K <0.01% +656 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 3,162 shares; 2025Q1: 2,615 shares; 2025Q2: 2,707 shares; 2025Q3: 3,533 shares; 2025Q4: 3,661 shares 3,661 $108K <0.01% +128 Timeline XBNYX BLACKROCK NEW YORK MUNI INC More: the full row for BLACKROCK NEW YORK MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,498 shares; 2024Q4: 12,498 shares; 2025Q1: 12,498 shares; 2025Q2: 12,498 shares; 2025Q3: 10,587 shares; 2025Q4: 10,642 shares 10,642 $108K <0.01% +55 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,007 shares; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: 2,110 shares 2,110 $108K <0.01% new Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares; 2025Q4: 2,685 shares 2,685 $108K <0.01% 0 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,153 shares; 2024Q4: 12,009 shares; 2025Q1: 9,365 shares; 2025Q2: 9,365 shares; 2025Q3: 9,019 shares; 2025Q4: 9,445 shares 9,445 $108K <0.01% +426 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 1,127 shares; 2025Q4: 1,052 shares 1,052 $107K <0.01% -75 Timeline EDV 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: 12,878 shares; 2024Q4: 5,518 shares; 2025Q1: 4,775 shares; 2025Q2: 4,580 shares; 2025Q3: 15,876 shares; 2025Q4: 1,652 shares 1,652 $107K <0.01% -14,224 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 165 shares; 2025Q1: 224 shares; 2025Q2: 250 shares; 2025Q3: 736 shares; 2025Q4: 971 shares 971 $106K <0.01% +235 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,090 shares 1,090 $106K <0.01% +65 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 3,665 shares 3,665 $106K <0.01% +2,795 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,491 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares 3,471 $106K <0.01% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 3,262 shares; 2025Q1: 3,782 shares; 2025Q2: 2,522 shares; 2025Q3: 1,597 shares; 2025Q4: 1,661 shares 1,661 $106K <0.01% +64 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 105 shares; 2025Q1: 285 shares; 2025Q2: 847 shares; 2025Q3: 786 shares; 2025Q4: 793 shares 793 $105K <0.01% +7 Timeline XMAR 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: 3,634 shares; 2024Q4: 3,451 shares; 2025Q1: 3,349 shares; 2025Q2: 3,021 shares; 2025Q3: 2,973 shares; 2025Q4: 2,637 shares 2,637 $105K <0.01% -336 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,827 shares; 2025Q1: 2,827 shares; 2025Q2: 2,827 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares 1,627 $105K <0.01% 0 Timeline HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 676 shares; 2025Q2: 1,570 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares 1,574 $105K <0.01% 0 PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 934 shares; 2025Q1: 1,034 shares; 2025Q2: 938 shares; 2025Q3: 858 shares; 2025Q4: 925 shares 925 $105K <0.01% +67 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 681 shares; 2025Q1: 840 shares; 2025Q2: 970 shares; 2025Q3: 1,174 shares; 2025Q4: 874 shares 874 $105K <0.01% -300 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,256 shares; 2024Q4: 8,717 shares; 2025Q1: 13,843 shares; 2025Q2: 11,333 shares; 2025Q3: 5,886 shares; 2025Q4: 4,019 shares 4,019 $104K <0.01% -1,867 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,521 shares; 2025Q1: 6,446 shares; 2025Q2: 6,441 shares; 2025Q3: 6,363 shares; 2025Q4: 6,363 shares 6,363 $104K <0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 105 shares; 2025Q3: 47 shares; 2025Q4: 50 shares 50 $104K <0.01% +3 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,437 shares; 2024Q4: 36,446 shares; 2025Q1: 20,615 shares; 2025Q2: 20,675 shares; 2025Q3: 9,912 shares; 2025Q4: 9,912 shares 9,912 $104K <0.01% 0 Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 13,945 shares; 2025Q1: 14,150 shares; 2025Q2: 10,496 shares; 2025Q3: 9,696 shares; 2025Q4: 9,696 shares 9,696 $104K <0.01% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 588 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 530 shares; 2025Q4: 531 shares 531 $104K <0.01% +1 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 941 shares; 2025Q1: 945 shares; 2025Q2: 1,226 shares; 2025Q3: 1,364 shares; 2025Q4: 1,535 shares 1,535 $104K <0.01% +171 Timeline NUSC 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: 1,697 shares; 2024Q4: 2,526 shares; 2025Q1: 2,515 shares; 2025Q2: 2,302 shares; 2025Q3: 2,370 shares; 2025Q4: 2,317 shares 2,317 $103K <0.01% -53 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 238 shares; 2025Q1: 237 shares; 2025Q2: 175 shares; 2025Q3: 539 shares; 2025Q4: 512 shares 512 $103K <0.01% -27 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,820 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,464 shares; 2025Q4: 1,107 shares 1,107 $103K <0.01% -357 Timeline PBE 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: 563 shares; 2024Q4: 582 shares; 2025Q1: 811 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 1,250 shares 1,250 $103K <0.01% +425 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 476 shares; 2025Q2: 1,278 shares; 2025Q3: 4,004 shares; 2025Q4: 1,724 shares 1,724 $102K <0.01% -2,280 MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,081 shares; 2025Q4: 4,081 shares 4,081 $102K <0.01% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,330 shares; 2025Q1: 2,115 shares; 2025Q2: 2,690 shares; 2025Q3: 787 shares; 2025Q4: 787 shares 787 $102K <0.01% 0 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 8,643 shares; 2025Q1: 8,643 shares; 2025Q2: 8,643 shares; 2025Q3: 8,643 shares; 2025Q4: 8,643 shares 8,643 $102K <0.01% 0 Timeline IEUS 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: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares 1,476 $101K <0.01% 0 Timeline BJUN 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: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,641 shares; 2025Q3: 2,162 shares; 2025Q4: 2,162 shares 2,162 $101K <0.01% 0 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 10,438 shares 10,438 $101K <0.01% +9,438 Timeline DBEU 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,104 shares 2,104 $101K <0.01% 0 Timeline EMXF 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: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares 2,168 $101K <0.01% 0 Timeline OCTH 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: 4,418 shares; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 4,210 shares; 2025Q3: 4,210 shares; 2025Q4: 4,210 shares 4,210 $101K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,836 shares; 2025Q1: 3,076 shares; 2025Q2: 2,743 shares; 2025Q3: 2,359 shares; 2025Q4: 1,823 shares 1,823 $101K <0.01% -536 Timeline PTBD 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: 6,264 shares; 2024Q4: 36,489 shares; 2025Q1: 32,959 shares; 2025Q2: 4,934 shares; 2025Q3: 5,484 shares; 2025Q4: 5,184 shares 5,184 $101K <0.01% -300 Timeline NUMV 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: 7,245 shares; 2024Q4: 2,147 shares; 2025Q1: 2,225 shares; 2025Q2: 2,294 shares; 2025Q3: 2,550 shares; 2025Q4: 2,572 shares 2,572 $101K <0.01% +22 Timeline IMAY 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: not reported; 2025Q1: not reported; 2025Q2: 3,363 shares; 2025Q3: 3,363 shares; 2025Q4: 3,363 shares 3,363 $101K <0.01% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,820 shares; 2024Q4: 15,330 shares; 2025Q1: 9,075 shares; 2025Q2: 3,875 shares; 2025Q3: 3,425 shares; 2025Q4: 2,950 shares 2,950 $100K <0.01% -475 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 5,056 shares; 2025Q1: 4,464 shares; 2025Q2: 4,745 shares; 2025Q3: 5,956 shares; 2025Q4: 6,316 shares 6,316 $100K <0.01% +360 Timeline DECM 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: 3,049 shares 3,049 $100K <0.01% new Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 5,067 shares; 2025Q4: 5,067 shares 5,067 $100K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,512 shares; 2025Q1: 2,525 shares; 2025Q2: 4,547 shares; 2025Q3: 5,532 shares; 2025Q4: 4,242 shares 4,242 $100K <0.01% -1,290 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $99.7K <0.01% 0 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 53 shares; 2025Q3: 780 shares; 2025Q4: 1,229 shares 1,229 $99.7K <0.01% +449 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 9,428 shares; 2025Q1: 37,661 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares 2,907 $99.4K <0.01% 0 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,967 shares; 2025Q1: 31,110 shares; 2025Q2: 19,898 shares; 2025Q3: 1,876 shares; 2025Q4: 1,579 shares 1,579 $99.4K <0.01% -297 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,683 shares; 2025Q2: 3,646 shares; 2025Q3: 3,218 shares; 2025Q4: 3,328 shares 3,328 $99.4K <0.01% +110 Timeline XBJL 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: 16,424 shares; 2024Q4: 3,505 shares; 2025Q1: 3,717 shares; 2025Q2: 4,086 shares; 2025Q3: 3,074 shares; 2025Q4: 2,595 shares 2,595 $99.3K <0.01% -479 Timeline AGIG ABUNDIA GLOBAL IMPACT GROUP More: the full row for ABUNDIA GLOBAL IMPACT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 50,000 shares 50,000 $99K <0.01% +25,000 Timeline AAPR 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: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 3,477 shares; 2025Q2: 3,477 shares; 2025Q3: 3,477 shares; 2025Q4: 3,477 shares 3,477 $98.8K <0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares 1,755 $98.6K <0.01% 0 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 363 shares; 2025Q1: 424 shares; 2025Q2: 440 shares; 2025Q3: 438 shares; 2025Q4: 423 shares 423 $98.4K <0.01% -15 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,274 shares; 2025Q1: 2,278 shares; 2025Q2: 63,696 shares; 2025Q3: 65,152 shares; 2025Q4: 2,294 shares 2,294 $98.3K <0.01% -62,858 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,020 shares; 2024Q4: 21,020 shares; 2025Q1: 21,020 shares; 2025Q2: 21,020 shares; 2025Q3: 21,020 shares; 2025Q4: 21,020 shares 21,020 $97.7K <0.01% 0 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,200 shares; 2025Q1: 16,902 shares; 2025Q2: 5,302 shares; 2025Q3: 6,202 shares; 2025Q4: 6,743 shares 6,743 $97.4K <0.01% +541 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 518 shares; 2025Q1: 360 shares; 2025Q2: 366 shares; 2025Q3: 1,398 shares; 2025Q4: 1,360 shares 1,360 $96.8K <0.01% -38 Timeline PWV 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: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,455 shares 1,455 $96.8K <0.01% -81 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 6,951 shares; 2025Q1: 6,885 shares; 2025Q2: 5,464 shares; 2025Q3: 4,733 shares; 2025Q4: 2,992 shares 2,992 $96.7K <0.01% -1,741 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 8,789 shares; 2025Q1: 6,596 shares; 2025Q2: 1,627 shares; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares 1,637 $96.4K <0.01% 0 Timeline DSP VIANT TECHNOLOGY INC More: the full row for VIANT TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $96.3K <0.01% 0 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,889 shares; 2024Q4: 10,790 shares; 2025Q1: 9,819 shares; 2025Q2: 6,733 shares; 2025Q3: 7,621 shares; 2025Q4: 6,794 shares 6,794 $96.2K <0.01% -827 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,913 shares; 2024Q4: 39,478 shares; 2025Q1: 56,550 shares; 2025Q2: 49,884 shares; 2025Q3: 10,418 shares; 2025Q4: 10,475 shares 10,475 $96.2K <0.01% +57 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,611 shares; 2025Q1: 1,612 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,614 shares 1,614 $96.1K <0.01% 0 Timeline NNOV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,345 shares 3,345 $96K <0.01% new Timeline CSHI NEOS ETF TRUST More: the full row for NEOS 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: 1,854 shares; 2025Q2: 1,956 shares; 2025Q3: 853 shares; 2025Q4: 1,925 shares 1,925 $95.7K <0.01% +1,072 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 733 shares; 2025Q1: 777 shares; 2025Q2: 639 shares; 2025Q3: 739 shares; 2025Q4: 845 shares 845 $95.5K <0.01% +106 Timeline SMAY 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 3,678 shares; 2025Q4: 3,678 shares 3,678 $95.5K <0.01% 0 Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 2,415 shares; 2025Q4: 4,880 shares 4,880 $95.5K <0.01% +2,465 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares 862 $95.4K <0.01% 0 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,136 shares; 2024Q4: 14,440 shares; 2025Q1: 8,538 shares; 2025Q2: 6,782 shares; 2025Q3: 6,787 shares; 2025Q4: 5,785 shares 5,785 $95.3K <0.01% -1,002 Timeline MXI 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: 205 shares; 2024Q4: 380 shares; 2025Q1: 450 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 985 shares 985 $95.2K <0.01% +164 Timeline SMLV 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: 270 shares; 2024Q4: 670 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 740 shares; 2025Q4: 725 shares 725 $95.1K <0.01% -15 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 919 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 2,149 shares 2,149 $94.9K <0.01% +1,184 Timeline FTXN 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: 18,099 shares; 2024Q4: 7,116 shares; 2025Q1: 5,985 shares; 2025Q2: 4,619 shares; 2025Q3: 4,276 shares; 2025Q4: 3,393 shares 3,393 $94.7K <0.01% -883 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 7,567 shares; 2025Q1: 6,543 shares; 2025Q2: 5,431 shares; 2025Q3: 4,985 shares; 2025Q4: 4,898 shares 4,898 $94.4K <0.01% -87 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,310 shares; 2025Q1: 1,393 shares; 2025Q2: 1,587 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares 1,468 $94.3K <0.01% 0 Timeline BMAY 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: 2,909 shares; 2024Q4: 2,919 shares; 2025Q1: 2,101 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,101 shares 2,101 $94.2K <0.01% 0 Timeline XDEC 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 3,707 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $94.1K <0.01% 0 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,674 shares; 2025Q2: 10,490 shares; 2025Q3: 10,694 shares; 2025Q4: 4,640 shares 4,640 $94.1K <0.01% -6,054 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,405 shares; 2024Q4: 25,425 shares; 2025Q1: 17,260 shares; 2025Q2: 17,293 shares; 2025Q3: 20,125 shares; 2025Q4: 17,708 shares 17,708 $93.9K <0.01% -2,417 Timeline ZJUN 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: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares 3,493 $93.8K <0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,001 shares; 2024Q4: 37,432 shares; 2025Q1: 12,582 shares; 2025Q2: 11,942 shares; 2025Q3: 6,912 shares; 2025Q4: 9,184 shares 9,184 $93.6K <0.01% +2,272 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares 2,266 $93.5K <0.01% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 72 shares; 2025Q3: 577 shares; 2025Q4: 570 shares 570 $93.4K <0.01% -7 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 54 shares; 2025Q4: 1,175 shares 1,175 $93.2K <0.01% +1,121 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 3,885 shares; 2025Q3: 3,087 shares; 2025Q4: 2,632 shares 2,632 $92.9K <0.01% -455 Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,471 shares 2,471 $92.7K <0.01% new Timeline EVTL VERTICAL AEROSPACE LTD More: the full row for VERTICAL AEROSPACE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,400 shares; 2025Q4: 17,400 shares 17,400 $92.7K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 728 shares; 2025Q1: 658 shares; 2025Q2: 584 shares; 2025Q3: 578 shares; 2025Q4: 508 shares 508 $92.6K <0.01% -70 Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,321 shares; 2024Q4: 14,835 shares; 2025Q1: 15,434 shares; 2025Q2: 16,103 shares; 2025Q3: 16,772 shares; 2025Q4: 17,532 shares 17,532 $92.4K <0.01% +760 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 765 shares; 2025Q1: 289 shares; 2025Q2: 368 shares; 2025Q3: 469 shares; 2025Q4: 384 shares 384 $92.4K <0.01% -85 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 5,760 shares; 2025Q1: 5,760 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares; 2025Q4: 44,760 shares 44,760 $92.2K <0.01% +39,000 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,635 shares; 2025Q3: 2,585 shares; 2025Q4: 2,085 shares 2,085 $92.1K <0.01% -500 Timeline QCOC 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: 1,400 shares; 2025Q4: 4,102 shares 4,102 $92.1K <0.01% +2,702 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,898 shares; 2025Q1: 2,174 shares; 2025Q2: 2,187 shares; 2025Q3: 2,972 shares; 2025Q4: 1,008 shares 1,008 $91.8K <0.01% -1,964 Timeline FTRB 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: 2,582 shares; 2025Q1: 2,601 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 3,608 shares 3,608 $91.6K <0.01% 0 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,163 shares 1,163 $91.3K <0.01% new Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,027 shares; 2025Q1: 1,253 shares; 2025Q2: 1,364 shares; 2025Q3: 1,230 shares; 2025Q4: 1,138 shares 1,138 $91.2K <0.01% -92 Timeline XMQTX BLACKROCK MUNIYIELD QLTY II More: the full row for BLACKROCK MUNIYIELD QLTY II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,053 shares; 2025Q1: 5,220 shares; 2025Q2: 5,309 shares; 2025Q3: 7,451 shares; 2025Q4: 9,054 shares 9,054 $91K <0.01% +1,603 Timeline POWA 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: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares 1,010 $90.8K <0.01% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,431 shares 3,431 $90.7K <0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,593 shares; 2025Q1: 4,528 shares; 2025Q2: 4,422 shares; 2025Q3: 4,998 shares; 2025Q4: 4,532 shares 4,532 $90.6K <0.01% -466 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 2,587 shares; 2025Q2: 2,640 shares; 2025Q3: 2,421 shares; 2025Q4: 2,462 shares 2,462 $90.6K <0.01% +41 Timeline FUMB 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: 8,415 shares; 2024Q4: 8,266 shares; 2025Q1: 8,266 shares; 2025Q2: 4,512 shares; 2025Q3: 4,512 shares; 2025Q4: 4,512 shares 4,512 $90.5K <0.01% 0 Timeline ACKY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares 4,600 $90.3K <0.01% new Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,337 shares; 2025Q4: 4,037 shares 4,037 $90.3K <0.01% +1,700 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 7,000 shares; 2025Q3: 8,500 shares; 2025Q4: 9,042 shares 9,042 $89.6K <0.01% +542 Timeline KJAN 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: 2,605 shares; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 3,303 shares; 2025Q3: 2,211 shares; 2025Q4: 2,162 shares 2,162 $89.5K <0.01% -49 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $89.4K <0.01% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,855 shares; 2025Q1: 2,858 shares; 2025Q2: 2,861 shares; 2025Q3: 2,864 shares; 2025Q4: 2,866 shares 2,866 $89K <0.01% +2 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 314 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 147 shares; 2025Q4: 247 shares 247 $88.9K <0.01% +100 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,312 shares; 2024Q4: 22,312 shares; 2025Q1: 21,814 shares; 2025Q2: 21,814 shares; 2025Q3: 20,440 shares; 2025Q4: 16,429 shares 16,429 $88.9K <0.01% -4,011 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 18 shares; 2025Q1: 7 shares; 2025Q2: 3 shares; 2025Q3: 145 shares; 2025Q4: 195 shares 195 $88.8K <0.01% +50 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 525 shares; 2025Q1: 511 shares; 2025Q2: 668 shares; 2025Q3: 1,055 shares; 2025Q4: 851 shares 851 $88.8K <0.01% -204 Timeline KGLD KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,903 shares 2,903 $88.6K <0.01% new Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,912 shares; 2024Q4: 37,162 shares; 2025Q1: 35,062 shares; 2025Q2: 28,678 shares; 2025Q3: 26,178 shares; 2025Q4: 21,928 shares 21,928 $88.6K <0.01% -4,250 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,835 shares; 2025Q1: 6,835 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 6,835 shares 6,835 $88.5K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 2,403 shares; 2025Q1: 2,085 shares; 2025Q2: 1,918 shares; 2025Q3: 1,288 shares; 2025Q4: 2,220 shares 2,220 $87.6K <0.01% +932 Timeline DFEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,504 shares; 2025Q4: 2,649 shares 2,649 $87.6K <0.01% -855 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $87.5K <0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,643 shares; 2024Q4: 196,905 shares; 2025Q1: 249,399 shares; 2025Q2: 48,349 shares; 2025Q3: 43,779 shares; 2025Q4: 13,903 shares 13,903 $87.3K <0.01% -29,876 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 382 shares; 2025Q3: 2,237 shares; 2025Q4: 1,999 shares 1,999 $87.2K <0.01% -238 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,879 shares; 2024Q4: 32,994 shares; 2025Q1: 15,756 shares; 2025Q2: 11,754 shares; 2025Q3: 8,856 shares; 2025Q4: 7,997 shares 7,997 $87.1K <0.01% -859 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,359 shares; 2025Q1: 1,359 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,659 shares 1,659 $86.2K <0.01% 0 Timeline EVSB 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: 500 shares; 2025Q4: 1,695 shares 1,695 $86.2K <0.01% +1,195 Timeline OSEA 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: 65,590 shares; 2024Q4: 59,900 shares; 2025Q1: 6,775 shares; 2025Q2: 3,101 shares; 2025Q3: 3,221 shares; 2025Q4: 2,846 shares 2,846 $86.1K <0.01% -375 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 65 shares; 2025Q1: 28,259 shares; 2025Q2: 550 shares; 2025Q3: 611 shares; 2025Q4: 1,100 shares 1,100 $86.1K <0.01% +489 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 2,825 shares; 2025Q3: 2,325 shares; 2025Q4: 2,243 shares 2,243 $86K <0.01% -82 Timeline XMVM 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: 1,339 shares; 2024Q4: 1,339 shares; 2025Q1: 1,339 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares 1,339 $85.9K <0.01% 0 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,159 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares 3,159 $85.9K <0.01% 0 Timeline ALMU AELUMA INC More: the full row for AELUMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,500 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 5,000 shares 5,000 $85.8K <0.01% -2,000 Timeline IEO 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: 976 shares; 2024Q4: 1,176 shares; 2025Q1: 1,542 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 961 shares 961 $85.8K <0.01% -175 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 6,409 shares; 2025Q1: 6,551 shares; 2025Q2: 6,905 shares; 2025Q3: 10,032 shares; 2025Q4: 12,335 shares 12,335 $85.5K <0.01% +2,303 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,032 shares; 2025Q1: 2,569 shares; 2025Q2: 3,072 shares; 2025Q3: 2,916 shares; 2025Q4: 1,900 shares 1,900 $85.5K <0.01% -1,016 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 2,010 shares; 2025Q1: 2,086 shares; 2025Q2: 1,841 shares; 2025Q3: 1,834 shares; 2025Q4: 1,770 shares 1,770 $85.2K <0.01% -64 Timeline SPMB 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 3,787 shares; 2025Q2: 3,787 shares; 2025Q3: 3,787 shares; 2025Q4: 3,787 shares 3,787 $84.9K <0.01% 0 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,642 shares; 2024Q4: 6,642 shares; 2025Q1: 6,142 shares; 2025Q2: 6,142 shares; 2025Q3: 5,755 shares; 2025Q4: 1,577 shares 1,577 $84.7K <0.01% -4,178 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 3,074 shares; 2025Q1: 1,090 shares; 2025Q2: 1,221 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares 1,069 $84.6K <0.01% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 192 shares; 2025Q1: 194 shares; 2025Q2: 199 shares; 2025Q3: 389 shares; 2025Q4: 389 shares 389 $84.5K <0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 1,677 shares; 2025Q1: 1,801 shares; 2025Q2: 2,493 shares; 2025Q3: 2,475 shares; 2025Q4: 3,870 shares 3,870 $83.8K <0.01% +1,395 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,440 shares; 2025Q4: 3,007 shares 3,007 $83.6K <0.01% -433 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 2,624 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares 2,358 $83.5K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,454 shares; 2025Q1: 3,633 shares; 2025Q2: 3,598 shares; 2025Q3: 3,695 shares; 2025Q4: 1,422 shares 1,422 $83.4K <0.01% -2,273 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 1,884 shares; 2025Q1: 1,519 shares; 2025Q2: 1,450 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares 1,668 $83.3K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 126 shares; 2025Q1: 128 shares; 2025Q2: 109 shares; 2025Q3: 106 shares; 2025Q4: 439 shares 439 $82.6K <0.01% +333 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,848 shares; 2024Q4: 5,890 shares; 2025Q1: 8,231 shares; 2025Q2: 8,231 shares; 2025Q3: 6,481 shares; 2025Q4: 6,481 shares 6,481 $82.4K <0.01% 0 Timeline XAUG 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $82.4K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,924 shares; 2024Q4: 14,824 shares; 2025Q1: 8,459 shares; 2025Q2: 10,344 shares; 2025Q3: 7,926 shares; 2025Q4: 15,244 shares 15,244 $82.3K <0.01% +7,318 Timeline PG&E CORP 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: not reported; 2024Q4: 2,150 shares; 2025Q1: 4,800 shares; 2025Q2: 2,500 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $82K <0.01% 0 UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 675 shares; 2025Q1: 1,065 shares; 2025Q2: 794 shares; 2025Q3: 84 shares; 2025Q4: 168 shares 168 $81.9K <0.01% +84 Timeline AIRO AIRO GROUP HLDGS INC More: the full row for AIRO GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,004 shares 10,004 $81.8K <0.01% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 7,701 shares; 2025Q3: 14,975 shares; 2025Q4: 11,992 shares 11,992 $81.8K <0.01% -2,983 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,728 shares; 2024Q4: 9,728 shares; 2025Q1: 9,728 shares; 2025Q2: 9,728 shares; 2025Q3: 7,728 shares; 2025Q4: 14,021 shares 14,021 $81.7K <0.01% +6,293 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 1,161 shares; 2025Q1: 625 shares; 2025Q2: 1,269 shares; 2025Q3: 3,972 shares; 2025Q4: 4,667 shares 4,667 $81.7K <0.01% +695 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,608 shares; 2025Q2: 1,609 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares 1,108 $81.6K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,069 shares; 2024Q4: 16,402 shares; 2025Q1: 315,074 shares; 2025Q2: 27,367 shares; 2025Q3: 23,991 shares; 2025Q4: 6,137 shares 6,137 $81.3K <0.01% -17,854 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 114 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349 $81.2K <0.01% 0 Timeline XJAN 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,200 shares 2,200 $81K <0.01% -200 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 7,943 shares; 2025Q1: 7,921 shares; 2025Q2: 25,421 shares; 2025Q3: 25,421 shares; 2025Q4: 25,171 shares 25,171 $80.8K <0.01% -250 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares 3,358 $80.8K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,143 shares; 2025Q1: 651 shares; 2025Q2: 631 shares; 2025Q3: 624 shares; 2025Q4: 636 shares 636 $80.5K <0.01% +12 Timeline IDEC 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: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares 2,491 $80.4K <0.01% 0 Timeline KOCT 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: 2,387 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 3,725 shares; 2025Q3: 2,387 shares; 2025Q4: 2,387 shares 2,387 $80.4K <0.01% 0 Timeline IJUN 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: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $80.4K <0.01% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,075 shares; 2025Q1: 2,077 shares; 2025Q2: 2,080 shares; 2025Q3: 2,085 shares; 2025Q4: 2,090 shares 2,090 $80.2K <0.01% +5 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,276 shares; 2025Q1: 1,287 shares; 2025Q2: 3,624 shares; 2025Q3: 4,720 shares; 2025Q4: 7,813 shares 7,813 $80.2K <0.01% +3,093 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 1,397 shares; 2025Q1: 1,232 shares; 2025Q2: 1,105 shares; 2025Q3: 1,140 shares; 2025Q4: 1,108 shares 1,108 $79.8K <0.01% -32 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 30 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $79.7K <0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,243 shares; 2025Q1: 2,213 shares; 2025Q2: 1,439 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares 1,524 $79.7K <0.01% 0 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,839 shares; 2025Q1: 1,789 shares; 2025Q2: 1,923 shares; 2025Q3: 2,146 shares; 2025Q4: 2,189 shares 2,189 $79.5K <0.01% +43 Timeline NYF 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: 15,888 shares; 2024Q4: 14,201 shares; 2025Q1: 14,265 shares; 2025Q2: 13,744 shares; 2025Q3: 13,851 shares; 2025Q4: 1,484 shares 1,484 $79.4K <0.01% -12,367 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557 shares; 2025Q4: 557 shares 557 $79.1K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 2,892 shares; 2025Q1: 2,736 shares; 2025Q2: 3,368 shares; 2025Q3: 3,474 shares; 2025Q4: 3,539 shares 3,539 $79K <0.01% +65 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 327 shares; 2025Q1: 1,825 shares; 2025Q2: 1,772 shares; 2025Q3: 1,619 shares; 2025Q4: 900 shares 900 $78.9K <0.01% -719 Timeline BAPR 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 1,645 shares 1,645 $78.9K <0.01% -895 Timeline SPAM 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: 97 shares; 2025Q1: 3,586 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares 2,569 $78.7K <0.01% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,600 shares; 2025Q1: 19,000 shares; 2025Q2: 12,485 shares; 2025Q3: 12,519 shares; 2025Q4: 12,551 shares 12,551 $78.7K <0.01% +32 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 9,147 shares; 2025Q1: 13,112 shares; 2025Q2: 6,319 shares; 2025Q3: 4,764 shares; 2025Q4: 3,493 shares 3,493 $78.7K <0.01% -1,271 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,222 shares 1,222 $78.7K <0.01% new Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares 1,533 $78.3K <0.01% 0 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 2,528 shares; 2025Q1: 1,785 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $78.1K <0.01% 0 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,362 shares; 2024Q4: 14,362 shares; 2025Q1: 14,121 shares; 2025Q2: 14,389 shares; 2025Q3: 14,704 shares; 2025Q4: 14,704 shares 14,704 $77.9K <0.01% 0 Timeline BSMT 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: 14,948 shares; 2024Q4: 15,379 shares; 2025Q1: 6,024 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 3,362 shares 3,362 $77.8K <0.01% +2,931 Timeline IBMR 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: 1,545 shares; 2024Q4: 1,057 shares; 2025Q1: 96 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares 3,048 $77.5K <0.01% 0 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 249 shares; 2025Q1: 213 shares; 2025Q2: 247 shares; 2025Q3: 1,747 shares; 2025Q4: 2,025 shares 2,025 $77.3K <0.01% +278 Timeline PMAU 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: 3,000 shares; 2025Q4: 3,000 shares 3,000 $77.3K <0.01% 0 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 1,871 shares; 2025Q3: 2,188 shares; 2025Q4: 2,217 shares 2,217 $77.2K <0.01% +29 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares; 2025Q2: 4,084 shares; 2025Q3: 4,084 shares; 2025Q4: 4,084 shares 4,084 $77K <0.01% 0 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares 3,142 $76.7K <0.01% new Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES 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: 1,859 shares; 2025Q4: 2,159 shares 2,159 $76.7K <0.01% +300 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares 4,550 $76.6K <0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 291 shares; 2025Q1: 280 shares; 2025Q2: 299 shares; 2025Q3: 665 shares; 2025Q4: 745 shares 745 $76.5K <0.01% +80 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,408 shares; 2025Q1: 1,423 shares; 2025Q2: 1,482 shares; 2025Q3: 1,808 shares; 2025Q4: 1,529 shares 1,529 $76.3K <0.01% -279 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,722 shares; 2024Q4: 5,660 shares; 2025Q1: 3,660 shares; 2025Q2: 2,246 shares; 2025Q3: 2,277 shares; 2025Q4: 3,542 shares 3,542 $76K <0.01% +1,265 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,900 shares 8,900 $75.3K <0.01% +800 Timeline JBND 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: 81 shares; 2025Q1: 81 shares; 2025Q2: 227 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares 1,390 $75.2K <0.01% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 86 shares; 2025Q1: 97 shares; 2025Q2: 69 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $75.1K <0.01% 0 PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,923 shares; 2025Q3: 19,883 shares; 2025Q4: 15,455 shares 15,455 $75.1K <0.01% -4,428 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $75K <0.01% 0 Timeline IBIH 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: 826 shares; 2025Q1: 941 shares; 2025Q2: 2,101 shares; 2025Q3: 2,130 shares; 2025Q4: 2,871 shares 2,871 $74.7K <0.01% +741 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 7,135 shares; 2025Q1: 12,366 shares; 2025Q2: 12,035 shares; 2025Q3: 12,421 shares; 2025Q4: 5,926 shares 5,926 $74.6K <0.01% -6,495 Timeline ZNOV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,794 shares 2,794 $74.5K <0.01% new Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares 2,124 $74.4K <0.01% 0 Timeline EMC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares 2,416 $74.3K <0.01% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 145 shares; 2025Q1: 1,041 shares; 2025Q2: 1,095 shares; 2025Q3: 103 shares; 2025Q4: 506 shares 506 $74.3K <0.01% +403 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 1,747 shares; 2025Q1: 1,897 shares; 2025Q2: 1,855 shares; 2025Q3: 1,894 shares; 2025Q4: 1,589 shares 1,589 $74.2K <0.01% -305 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 81,700 shares; 2025Q2: 81,700 shares; 2025Q3: not reported; 2025Q4: 13,765 shares 13,765 $73.6K <0.01% new Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 2,508 shares; 2025Q1: 3,007 shares; 2025Q2: 3,510 shares; 2025Q3: 3,092 shares; 2025Q4: 2,808 shares 2,808 $73.6K <0.01% -284 Timeline XHB 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: 13,671 shares; 2024Q4: 16,185 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 715 shares 715 $73.6K <0.01% -23 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 277 shares; 2025Q1: 377 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 459 shares 459 $73.6K <0.01% +72 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 12,627 shares; 2025Q1: 12,627 shares; 2025Q2: 12,627 shares; 2025Q3: 12,757 shares; 2025Q4: 12,957 shares 12,957 $73.5K <0.01% +200 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,579 shares; 2024Q4: 4,104 shares; 2025Q1: 3,569 shares; 2025Q2: 541 shares; 2025Q3: 559 shares; 2025Q4: 581 shares 581 $73K <0.01% +22 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 3,300 shares 3,300 $73K <0.01% +1,300 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS 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: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares 1,000 $72.9K <0.01% -1,000 Timeline KAPR 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: 2,583 shares; 2024Q4: 3,807 shares; 2025Q1: 3,562 shares; 2025Q2: 3,324 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares 2,074 $72.9K <0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 7,245 shares; 2025Q1: 7,244 shares; 2025Q2: 2,449 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares 2,305 $72.5K <0.01% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,474 shares; 2025Q1: 8,474 shares; 2025Q2: 8,474 shares; 2025Q3: 8,474 shares; 2025Q4: 2,824 shares 2,824 $72.4K <0.01% -5,650 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 492 shares; 2025Q1: 485 shares; 2025Q2: 5,094 shares; 2025Q3: 4,856 shares; 2025Q4: 3,707 shares 3,707 $72.4K <0.01% -1,149 Timeline AFMC 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: 1,746 shares; 2024Q4: 2,482 shares; 2025Q1: 2,542 shares; 2025Q2: 1,746 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares 2,099 $72.4K <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 678 shares; 2025Q1: 697 shares; 2025Q2: 712 shares; 2025Q3: 579 shares; 2025Q4: 582 shares 582 $72.2K <0.01% +3 Timeline IOCT 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: 9,742 shares; 2025Q1: 8,890 shares; 2025Q2: 8,807 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares 2,062 $71.9K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 969 shares; 2025Q2: 1,148 shares; 2025Q3: 931 shares; 2025Q4: 944 shares 944 $71.8K <0.01% +13 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 2,469 shares 2,469 $71.7K <0.01% +1,164 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 530 shares; 2025Q1: 500 shares; 2025Q2: 515 shares; 2025Q3: 1,076 shares; 2025Q4: 1,176 shares 1,176 $71.6K <0.01% +100 Timeline PJUN 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: 3,949 shares; 2024Q4: 3,949 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 2,101 shares; 2025Q4: 1,707 shares 1,707 $71.5K <0.01% -394 Timeline HTRB 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: 910 shares; 2024Q4: 1,850 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,433 shares; 2025Q4: 2,093 shares 2,093 $71.5K <0.01% -340 Timeline CAL CALERES INC More: the full row for CALERES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,899 shares; 2025Q1: 5,899 shares; 2025Q2: 5,867 shares; 2025Q3: 5,867 shares; 2025Q4: 5,867 shares 5,867 $71.4K <0.01% 0 Timeline SCHH 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: 3,927 shares; 2024Q4: 3,390 shares; 2025Q1: 879 shares; 2025Q2: 660 shares; 2025Q3: 3,027 shares; 2025Q4: 3,414 shares 3,414 $71.3K <0.01% +387 Timeline COEP COEPTIS THERAPEUTICS HLDGS I More: the full row for COEPTIS THERAPEUTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,500 shares; 2025Q4: 5,000 shares 5,000 $71.2K <0.01% +2,500 Timeline BGRN 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: 1,482 shares; 2024Q4: 1,580 shares; 2025Q1: 1,423 shares; 2025Q2: 1,448 shares; 2025Q3: 1,463 shares; 2025Q4: 1,484 shares 1,484 $71.1K <0.01% +21 Timeline BSCY 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: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,592 shares; 2025Q3: 3,608 shares; 2025Q4: 3,384 shares 3,384 $71.1K <0.01% -224 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 3,061 shares; 2025Q1: 3,043 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 1,734 shares 1,734 $71.1K <0.01% -1,268 Timeline EWTX EDGEWISE THERAPEUTICS INC More: the full row for EDGEWISE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,854 shares 2,854 $70.8K <0.01% +550 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $70.8K <0.01% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 4,216 shares; 2025Q1: 4,274 shares; 2025Q2: 3,997 shares; 2025Q3: 3,570 shares; 2025Q4: 3,523 shares 3,523 $70.7K <0.01% -47 Timeline ESQ ESQUIRE FINL HLDGS INC More: the full row for ESQUIRE FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 420 shares; 2025Q4: 690 shares 690 $70.4K <0.01% +270 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,978 shares 1,978 $70.4K <0.01% +478 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 341 shares; 2025Q3: 337 shares; 2025Q4: 414 shares 414 $70.2K <0.01% +77 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 232 shares; 2025Q3: 445 shares; 2025Q4: 463 shares 463 $69.8K <0.01% +18 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,571 shares; 2025Q1: 6,715 shares; 2025Q2: 6,861 shares; 2025Q3: 7,007 shares; 2025Q4: 7,160 shares 7,160 $69.6K <0.01% +153 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 237 shares 237 $69.6K <0.01% -10 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 2,261 shares; 2025Q1: 1,950 shares; 2025Q2: 1,807 shares; 2025Q3: 1,327 shares; 2025Q4: 1,119 shares 1,119 $69.5K <0.01% -208 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 775 shares; 2025Q1: 824 shares; 2025Q2: 673 shares; 2025Q3: 369 shares; 2025Q4: 355 shares 355 $69.4K <0.01% -14 Timeline VSMV 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $69.1K <0.01% 0 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 590 shares 590 $68.9K <0.01% +415 Timeline VSDA 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $68.6K <0.01% 0 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,064 shares 1,064 $68.5K <0.01% new Timeline