EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,830 shares; 2024Q4: 17,405 shares; 2025Q1: 15,251 shares; 2025Q2: 14,018 shares; 2025Q3: 11,863 shares; 2025Q4: 13,067 shares 13,067 $1.37M <0.01% +1,204 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: 1,273 shares; 2024Q4: 1,270 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares 1,241 $1.36M <0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,298 shares; 2025Q2: 7,894 shares; 2025Q3: 36,017 shares; 2025Q4: 38,435 shares 38,435 $1.36M <0.01% +2,418 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: 15,987 shares; 2025Q1: 15,685 shares; 2025Q2: 22,807 shares; 2025Q3: 22,558 shares; 2025Q4: 21,201 shares 21,201 $1.36M <0.01% -1,357 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,591 shares; 2025Q1: 3,519 shares; 2025Q2: 11,148 shares; 2025Q3: 14,081 shares; 2025Q4: 5,269 shares 5,269 $1.35M <0.01% -8,812 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,831 shares; 2024Q4: 17,104 shares; 2025Q1: 14,319 shares; 2025Q2: 13,805 shares; 2025Q3: 19,247 shares; 2025Q4: 26,128 shares 26,128 $1.35M <0.01% +6,881 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,363 shares; 2025Q3: 6,494 shares; 2025Q4: 10,643 shares 10,643 $1.34M <0.01% +4,149 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,759 shares; 2024Q4: 12,295 shares; 2025Q1: 9,161 shares; 2025Q2: 7,827 shares; 2025Q3: 8,113 shares; 2025Q4: 7,682 shares 7,682 $1.34M <0.01% -431 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,791 shares; 2024Q4: 18,169 shares; 2025Q1: 22,042 shares; 2025Q2: 22,292 shares; 2025Q3: 25,923 shares; 2025Q4: 30,476 shares 30,476 $1.34M <0.01% +4,553 Timeline ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500,000 shares; 2025Q3: 826,000 shares; 2025Q4: 1,412,000 shares 1,412,000 $1.34M <0.01% +586,000 DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,803 shares; 2024Q4: 35,405 shares; 2025Q1: 35,760 shares; 2025Q2: 35,567 shares; 2025Q3: 35,461 shares; 2025Q4: 10,838 shares 10,838 $1.34M <0.01% -24,623 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 8,889 shares; 2025Q1: 8,451 shares; 2025Q2: 9,871 shares; 2025Q3: 8,599 shares; 2025Q4: 7,964 shares 7,964 $1.33M <0.01% -635 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,316 shares; 2024Q4: 27,705 shares; 2025Q1: 22,340 shares; 2025Q2: 16,637 shares; 2025Q3: 16,081 shares; 2025Q4: 13,522 shares 13,522 $1.32M <0.01% -2,559 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: 54,445 shares; 2024Q4: 56,416 shares; 2025Q1: 56,457 shares; 2025Q2: 133,710 shares; 2025Q3: 130,688 shares; 2025Q4: 129,950 shares 129,950 $1.32M <0.01% -738 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 4,542 shares; 2025Q1: 4,457 shares; 2025Q2: 8,834 shares; 2025Q3: 8,874 shares; 2025Q4: 11,180 shares 11,180 $1.31M <0.01% +2,306 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: 22,214 shares; 2025Q2: 36,927 shares; 2025Q3: 538,950 shares; 2025Q4: 173,654 shares 173,654 $1.31M <0.01% -365,296 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 3,607 shares; 2025Q1: 3,995 shares; 2025Q2: 5,179 shares; 2025Q3: 9,850 shares; 2025Q4: 13,614 shares 13,614 $1.31M <0.01% +3,764 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: 9,297 shares; 2024Q4: 9,554 shares; 2025Q1: 11,533 shares; 2025Q2: 11,693 shares; 2025Q3: 32,820 shares; 2025Q4: 27,455 shares 27,455 $1.31M <0.01% -5,365 Timeline HELO 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: 5,301 shares; 2024Q4: 5,685 shares; 2025Q1: 5,671 shares; 2025Q2: 17,603 shares; 2025Q3: 16,344 shares; 2025Q4: 19,628 shares 19,628 $1.3M <0.01% +3,284 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: 26,250 shares; 2024Q4: 26,250 shares; 2025Q1: 26,571 shares; 2025Q2: 26,405 shares; 2025Q3: 39,405 shares; 2025Q4: 39,405 shares 39,405 $1.3M <0.01% 0 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,743 shares; 2024Q4: 18,090 shares; 2025Q1: 19,376 shares; 2025Q2: 19,948 shares; 2025Q3: 20,679 shares; 2025Q4: 22,169 shares 22,169 $1.3M <0.01% +1,490 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,234 shares; 2024Q4: 73,158 shares; 2025Q1: 60,808 shares; 2025Q2: 55,997 shares; 2025Q3: 50,183 shares; 2025Q4: 19,226 shares 19,226 $1.29M <0.01% -30,957 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,881 shares; 2025Q3: 22,225 shares; 2025Q4: 25,913 shares 25,913 $1.29M <0.01% +3,688 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,663 shares; 2024Q4: 33,519 shares; 2025Q1: 27,954 shares; 2025Q2: 21,910 shares; 2025Q3: 17,852 shares; 2025Q4: 7,445 shares 7,445 $1.29M <0.01% -10,407 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,662 shares; 2024Q4: 42,517 shares; 2025Q1: 40,940 shares; 2025Q2: 8,602 shares; 2025Q3: 8,716 shares; 2025Q4: 8,990 shares 8,990 $1.29M <0.01% +274 Timeline IYC 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: 11,956 shares; 2024Q4: 12,686 shares; 2025Q1: 14,848 shares; 2025Q2: 13,358 shares; 2025Q3: 12,811 shares; 2025Q4: 12,479 shares 12,479 $1.29M <0.01% -332 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 85,702 shares 85,702 $1.29M <0.01% new Timeline FJAN 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: 24,944 shares; 2024Q4: 24,889 shares; 2025Q1: 26,824 shares; 2025Q2: 26,333 shares; 2025Q3: 25,065 shares; 2025Q4: 24,835 shares 24,835 $1.29M <0.01% -230 Timeline QSPT 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: 35,144 shares; 2024Q4: 24,190 shares; 2025Q1: 30,965 shares; 2025Q2: 23,561 shares; 2025Q3: 27,708 shares; 2025Q4: 40,342 shares 40,342 $1.28M <0.01% +12,634 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: 24,265 shares; 2024Q4: 29,637 shares; 2025Q1: 29,732 shares; 2025Q2: 32,287 shares; 2025Q3: 32,694 shares; 2025Q4: 11,228 shares 11,228 $1.28M <0.01% -21,466 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 42,094 shares; 2025Q3: 41,493 shares; 2025Q4: 43,678 shares 43,678 $1.28M <0.01% +2,185 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,260 shares; 2024Q4: 159,214 shares; 2025Q1: 228,392 shares; 2025Q2: 171,610 shares; 2025Q3: 152,848 shares; 2025Q4: 96,451 shares 96,451 $1.27M <0.01% -56,397 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,909 shares; 2024Q4: 73,291 shares; 2025Q1: 64,924 shares; 2025Q2: 64,510 shares; 2025Q3: 44,603 shares; 2025Q4: 14,129 shares 14,129 $1.27M <0.01% -30,474 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,352 shares; 2025Q3: 13,427 shares; 2025Q4: 18,185 shares 18,185 $1.27M <0.01% +4,758 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,992 shares; 2024Q4: 21,094 shares; 2025Q1: 21,146 shares; 2025Q2: 24,873 shares; 2025Q3: 20,441 shares; 2025Q4: 7,708 shares 7,708 $1.27M <0.01% -12,733 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,624 shares; 2025Q1: 6,274 shares; 2025Q2: 5,722 shares; 2025Q3: 5,947 shares; 2025Q4: 5,828 shares 5,828 $1.27M <0.01% -119 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,696 shares; 2024Q4: 26,451 shares; 2025Q1: 36,668 shares; 2025Q2: 41,184 shares; 2025Q3: 46,294 shares; 2025Q4: 44,799 shares 44,799 $1.27M <0.01% -1,495 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,391 shares; 2024Q4: 19,610 shares; 2025Q1: 19,705 shares; 2025Q2: 19,443 shares; 2025Q3: 19,158 shares; 2025Q4: 6,097 shares 6,097 $1.26M <0.01% -13,061 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,752 shares; 2024Q4: 36,687 shares; 2025Q1: 35,090 shares; 2025Q2: 35,090 shares; 2025Q3: 35,090 shares; 2025Q4: 34,324 shares 34,324 $1.26M <0.01% -766 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,908 shares; 2024Q4: 17,600 shares; 2025Q1: 17,064 shares; 2025Q2: 16,681 shares; 2025Q3: 14,970 shares; 2025Q4: 14,785 shares 14,785 $1.25M <0.01% -185 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,053 shares; 2025Q1: 1,082 shares; 2025Q2: 934 shares; 2025Q3: 938 shares; 2025Q4: 893 shares 893 $1.24M <0.01% -45 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,303 shares; 2024Q4: 51,366 shares; 2025Q1: 54,315 shares; 2025Q2: 56,237 shares; 2025Q3: 66,150 shares; 2025Q4: 65,242 shares 65,242 $1.24M <0.01% -908 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,047 shares; 2025Q1: 4,414 shares; 2025Q2: 4,423 shares; 2025Q3: 3,966 shares; 2025Q4: 4,425 shares 4,425 $1.24M <0.01% +459 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: 5,327 shares; 2024Q4: 5,092 shares; 2025Q1: 4,120 shares; 2025Q2: not reported; 2025Q3: 23,211 shares; 2025Q4: 23,623 shares 23,623 $1.24M <0.01% +412 Timeline CFO 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: 17,314 shares; 2024Q4: 17,214 shares; 2025Q1: 17,014 shares; 2025Q2: 17,045 shares; 2025Q3: 17,042 shares; 2025Q4: 16,661 shares 16,661 $1.23M <0.01% -381 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,942 shares; 2024Q4: 20,619 shares; 2025Q1: 12,869 shares; 2025Q2: 12,577 shares; 2025Q3: 11,827 shares; 2025Q4: 10,873 shares 10,873 $1.23M <0.01% -954 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,675 shares; 2025Q1: 12,105 shares; 2025Q2: 12,850 shares; 2025Q3: 25,891 shares; 2025Q4: 17,139 shares 17,139 $1.23M <0.01% -8,752 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,496 shares; 2024Q4: 16,139 shares; 2025Q1: 7,353 shares; 2025Q2: 6,526 shares; 2025Q3: 6,508 shares; 2025Q4: 4,736 shares 4,736 $1.23M <0.01% -1,772 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,009 shares; 2024Q4: 102,755 shares; 2025Q1: 100,462 shares; 2025Q2: 59,396 shares; 2025Q3: 72,813 shares; 2025Q4: 72,985 shares 72,985 $1.22M <0.01% +172 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,657 shares; 2024Q4: 37,687 shares; 2025Q1: 31,012 shares; 2025Q2: 35,019 shares; 2025Q3: 35,444 shares; 2025Q4: 30,200 shares 30,200 $1.22M <0.01% -5,244 Timeline HYMB 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: 17,439 shares; 2024Q4: 17,615 shares; 2025Q1: 14,637 shares; 2025Q2: 14,837 shares; 2025Q3: 15,568 shares; 2025Q4: 48,848 shares 48,848 $1.22M <0.01% +33,280 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,037 shares; 2024Q4: 20,787 shares; 2025Q1: 24,889 shares; 2025Q2: 25,191 shares; 2025Q3: 26,110 shares; 2025Q4: 25,077 shares 25,077 $1.22M <0.01% -1,033 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,502 shares; 2025Q1: 1,420 shares; 2025Q2: 1,237 shares; 2025Q3: 15,311 shares; 2025Q4: 4,999 shares 4,999 $1.22M <0.01% -10,312 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $1.21M <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: 71,642 shares; 2024Q4: 28,153 shares; 2025Q1: 17,204 shares; 2025Q2: 16,872 shares; 2025Q3: 40,937 shares; 2025Q4: 58,071 shares 58,071 $1.21M <0.01% +17,134 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD 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: not reported; 2025Q4: 74,550 shares 74,550 $1.21M <0.01% new Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,868 shares; 2024Q4: 26,461 shares; 2025Q1: 28,914 shares; 2025Q2: 29,409 shares; 2025Q3: 28,356 shares; 2025Q4: 27,105 shares 27,105 $1.2M <0.01% -1,251 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,286 shares; 2024Q4: 73,579 shares; 2025Q1: 83,152 shares; 2025Q2: 86,237 shares; 2025Q3: 93,839 shares; 2025Q4: 98,336 shares 98,336 $1.2M <0.01% +4,497 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,148 shares; 2025Q1: 4,148 shares; 2025Q2: 4,148 shares; 2025Q3: 4,280 shares; 2025Q4: 4,780 shares 4,780 $1.19M <0.01% +500 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,114 shares; 2024Q4: 9,186 shares; 2025Q1: 9,216 shares; 2025Q2: 9,074 shares; 2025Q3: 11,496 shares; 2025Q4: 3,917 shares 3,917 $1.19M <0.01% -7,579 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,098 shares; 2024Q4: 19,397 shares; 2025Q1: 19,162 shares; 2025Q2: 18,282 shares; 2025Q3: 17,683 shares; 2025Q4: 7,132 shares 7,132 $1.19M <0.01% -10,551 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: 3,740 shares; 2024Q4: 3,432 shares; 2025Q1: not reported; 2025Q2: 2,525 shares; 2025Q3: 2,279 shares; 2025Q4: 9,963 shares 9,963 $1.19M <0.01% +7,684 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,176 shares; 2024Q4: 27,557 shares; 2025Q1: 28,989 shares; 2025Q2: 26,526 shares; 2025Q3: 26,717 shares; 2025Q4: 38,473 shares 38,473 $1.18M <0.01% +11,756 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,814 shares; 2024Q4: 41,029 shares; 2025Q1: 29,779 shares; 2025Q2: 26,249 shares; 2025Q3: 17,061 shares; 2025Q4: 15,601 shares 15,601 $1.18M <0.01% -1,460 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,628 shares; 2024Q4: 32,334 shares; 2025Q1: 29,949 shares; 2025Q2: 32,373 shares; 2025Q3: 34,564 shares; 2025Q4: 29,154 shares 29,154 $1.18M <0.01% -5,410 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,838 shares; 2024Q4: 17,624 shares; 2025Q1: 16,883 shares; 2025Q2: 16,790 shares; 2025Q3: 15,545 shares; 2025Q4: 14,017 shares 14,017 $1.18M <0.01% -1,528 Timeline DDTN 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: 61,454 shares 61,454 $1.18M <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,027 shares; 2024Q4: 93,870 shares; 2025Q1: 94,605 shares; 2025Q2: 90,799 shares; 2025Q3: 91,214 shares; 2025Q4: 29,848 shares 29,848 $1.18M <0.01% -61,366 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,698 shares; 2025Q1: 4,442 shares; 2025Q2: 4,424 shares; 2025Q3: 4,393 shares; 2025Q4: 4,230 shares 4,230 $1.18M <0.01% -163 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: not reported; 2024Q4: not reported; 2025Q1: 4,921 shares; 2025Q2: 5,384 shares; 2025Q3: 4,329 shares; 2025Q4: 4,128 shares 4,128 $1.18M <0.01% -201 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,359 shares; 2024Q4: 11,641 shares; 2025Q1: 11,305 shares; 2025Q2: 10,513 shares; 2025Q3: 10,407 shares; 2025Q4: 9,624 shares 9,624 $1.17M <0.01% -783 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: not reported; 2024Q4: 1,647 shares; 2025Q1: 3,655 shares; 2025Q2: 5,749 shares; 2025Q3: 6,308 shares; 2025Q4: 8,760 shares 8,760 $1.16M <0.01% +2,452 Timeline COPX 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: 13,270 shares; 2024Q4: 13,387 shares; 2025Q1: 13,387 shares; 2025Q2: 15,814 shares; 2025Q3: 15,814 shares; 2025Q4: 16,172 shares 16,172 $1.16M <0.01% +358 Timeline XMHQ 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: 29,694 shares; 2024Q4: 30,181 shares; 2025Q1: 17,142 shares; 2025Q2: 10,689 shares; 2025Q3: 10,960 shares; 2025Q4: 11,320 shares 11,320 $1.16M <0.01% +360 Timeline EUHY 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: 55,358 shares; 2024Q4: 54,358 shares; 2025Q1: 71,745 shares; 2025Q2: 47,895 shares; 2025Q3: 47,319 shares; 2025Q4: 21,691 shares 21,691 $1.16M <0.01% -25,628 Timeline ZAPR 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: 45,281 shares; 2025Q3: 45,291 shares; 2025Q4: 44,703 shares 44,703 $1.15M <0.01% -588 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 30,834 shares 30,834 $1.15M <0.01% new Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,684 shares; 2024Q4: 168,736 shares; 2025Q1: 169,719 shares; 2025Q2: 168,658 shares; 2025Q3: 164,476 shares; 2025Q4: 46,084 shares 46,084 $1.15M <0.01% -118,392 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC 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: 108,031 shares; 2025Q2: 116,774 shares; 2025Q3: 107,849 shares; 2025Q4: 88,080 shares 88,080 $1.15M <0.01% -19,769 Timeline GFEB 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: 48,859 shares; 2024Q4: 47,857 shares; 2025Q1: 39,692 shares; 2025Q2: 29,286 shares; 2025Q3: 27,710 shares; 2025Q4: 27,694 shares 27,694 $1.15M <0.01% -16 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,125 shares; 2024Q4: 38,266 shares; 2025Q1: 37,182 shares; 2025Q2: 36,556 shares; 2025Q3: 35,982 shares; 2025Q4: 35,058 shares 35,058 $1.15M <0.01% -924 Timeline EMLP 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: 26,408 shares; 2024Q4: 26,089 shares; 2025Q1: 21,218 shares; 2025Q2: 24,572 shares; 2025Q3: 31,492 shares; 2025Q4: 30,316 shares 30,316 $1.15M <0.01% -1,176 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,166 shares; 2025Q1: 28,072 shares; 2025Q2: 33,990 shares; 2025Q3: 34,886 shares; 2025Q4: 39,627 shares 39,627 $1.15M <0.01% +4,741 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898,104 shares; 2024Q4: 706,959 shares; 2025Q1: 679,995 shares; 2025Q2: 390,746 shares; 2025Q3: 373,002 shares; 2025Q4: 31,588 shares 31,588 $1.14M <0.01% -341,414 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,996 shares; 2025Q4: 25,400 shares 25,400 $1.13M <0.01% +404 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: 3,889 shares; 2024Q4: 4,959 shares; 2025Q1: 10,619 shares; 2025Q2: 13,547 shares; 2025Q3: 17,109 shares; 2025Q4: 12,166 shares 12,166 $1.13M <0.01% -4,943 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,922 shares; 2024Q4: 12,017 shares; 2025Q1: 13,722 shares; 2025Q2: 16,304 shares; 2025Q3: 19,928 shares; 2025Q4: 11,091 shares 11,091 $1.13M <0.01% -8,837 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,879 shares; 2024Q4: 25,730 shares; 2025Q1: 21,606 shares; 2025Q2: 17,571 shares; 2025Q3: 16,855 shares; 2025Q4: 17,571 shares 17,571 $1.13M <0.01% +716 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,191 shares; 2025Q1: 33,468 shares; 2025Q2: 38,323 shares; 2025Q3: 12,423 shares; 2025Q4: 68,601 shares 68,601 $1.12M <0.01% +56,178 Timeline DJAN 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: 26,602 shares; 2024Q4: 23,345 shares; 2025Q1: 30,285 shares; 2025Q2: 30,426 shares; 2025Q3: 24,180 shares; 2025Q4: 25,898 shares 25,898 $1.12M <0.01% +1,718 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,413 shares; 2024Q4: 16,957 shares; 2025Q1: 13,785 shares; 2025Q2: 12,688 shares; 2025Q3: 12,142 shares; 2025Q4: 11,372 shares 11,372 $1.12M <0.01% -770 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,786 shares; 2024Q4: 25,794 shares; 2025Q1: 21,703 shares; 2025Q2: 21,813 shares; 2025Q3: 32,386 shares; 2025Q4: 20,747 shares 20,747 $1.12M <0.01% -11,639 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING 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: 6,970 shares; 2025Q3: 6,398 shares; 2025Q4: 6,485 shares 6,485 $1.12M <0.01% +87 Timeline IHF 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: 40,424 shares; 2024Q4: 40,005 shares; 2025Q1: 35,472 shares; 2025Q2: 36,013 shares; 2025Q3: 46,710 shares; 2025Q4: 23,317 shares 23,317 $1.12M <0.01% -23,393 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: 7,657 shares; 2024Q4: 9,851 shares; 2025Q1: 11,458 shares; 2025Q2: 12,352 shares; 2025Q3: 12,817 shares; 2025Q4: 11,699 shares 11,699 $1.12M <0.01% -1,118 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,575 shares; 2024Q4: 25,978 shares; 2025Q1: 26,323 shares; 2025Q2: 26,166 shares; 2025Q3: 25,917 shares; 2025Q4: 8,980 shares 8,980 $1.11M <0.01% -16,937 Timeline SNOV 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: 21,739 shares; 2024Q4: 49,185 shares; 2025Q1: 49,216 shares; 2025Q2: 49,216 shares; 2025Q3: 47,016 shares; 2025Q4: 44,984 shares 44,984 $1.11M <0.01% -2,032 Timeline FTGS 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: 31,928 shares; 2024Q4: 45,874 shares; 2025Q1: 87,739 shares; 2025Q2: 46,596 shares; 2025Q3: 47,736 shares; 2025Q4: 31,315 shares 31,315 $1.11M <0.01% -16,421 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: not reported; 2025Q1: not reported; 2025Q2: 38,120 shares; 2025Q3: 38,120 shares; 2025Q4: 37,797 shares 37,797 $1.1M <0.01% -323 Timeline WDIV 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: 15,646 shares; 2024Q4: 15,497 shares; 2025Q1: 15,321 shares; 2025Q2: 14,113 shares; 2025Q3: 13,898 shares; 2025Q4: 14,625 shares 14,625 $1.1M <0.01% +727 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 3,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 17,228 shares 17,228 $1.1M <0.01% +11,688 Timeline NSEP 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: 20,049 shares; 2024Q4: 22,013 shares; 2025Q1: 24,160 shares; 2025Q2: 23,795 shares; 2025Q3: 37,335 shares; 2025Q4: 37,585 shares 37,585 $1.1M <0.01% +250 Timeline MLPX 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: 27,844 shares; 2024Q4: 26,827 shares; 2025Q1: 15,958 shares; 2025Q2: 17,517 shares; 2025Q3: 16,638 shares; 2025Q4: 18,117 shares 18,117 $1.1M <0.01% +1,479 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,149 shares; 2025Q1: 7,087 shares; 2025Q2: 22,100 shares; 2025Q3: 22,113 shares; 2025Q4: 24,701 shares 24,701 $1.09M <0.01% +2,588 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE 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: 40,484 shares; 2025Q2: 40,230 shares; 2025Q3: 38,294 shares; 2025Q4: 37,154 shares 37,154 $1.09M <0.01% -1,140 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,783 shares; 2024Q4: 37,879 shares; 2025Q1: 38,028 shares; 2025Q2: 35,558 shares; 2025Q3: 38,396 shares; 2025Q4: 41,765 shares 41,765 $1.09M <0.01% +3,369 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,699 shares; 2025Q1: 2,270 shares; 2025Q2: 2,409 shares; 2025Q3: 3,203 shares; 2025Q4: 3,764 shares 3,764 $1.09M <0.01% +561 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,251 shares; 2024Q4: 18,729 shares; 2025Q1: 18,316 shares; 2025Q2: 16,459 shares; 2025Q3: 16,351 shares; 2025Q4: 16,646 shares 16,646 $1.09M <0.01% +295 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,722 shares; 2024Q4: 71,365 shares; 2025Q1: 71,658 shares; 2025Q2: 70,424 shares; 2025Q3: 68,880 shares; 2025Q4: 68,656 shares 68,656 $1.08M <0.01% -224 Timeline FLBL 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: 76,196 shares; 2025Q1: 83,147 shares; 2025Q2: 90,430 shares; 2025Q3: 95,889 shares; 2025Q4: 46,213 shares 46,213 $1.08M <0.01% -49,676 Timeline USRT 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: 12,861 shares; 2024Q4: 30,290 shares; 2025Q1: 13,863 shares; 2025Q2: 13,143 shares; 2025Q3: 13,066 shares; 2025Q4: 18,959 shares 18,959 $1.08M <0.01% +5,893 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: 15,414 shares; 2024Q4: 16,038 shares; 2025Q1: 13,063 shares; 2025Q2: 14,380 shares; 2025Q3: 14,703 shares; 2025Q4: 9,644 shares 9,644 $1.08M <0.01% -5,059 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,969 shares; 2025Q4: 28,650 shares 28,650 $1.08M <0.01% +2,681 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,402 shares; 2024Q4: 8,595 shares; 2025Q1: 8,547 shares; 2025Q2: 8,427 shares; 2025Q3: 8,543 shares; 2025Q4: 9,452 shares 9,452 $1.08M <0.01% +909 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,539 shares; 2025Q1: 23,492 shares; 2025Q2: 24,339 shares; 2025Q3: 27,466 shares; 2025Q4: 27,769 shares 27,769 $1.07M <0.01% +303 Timeline PCEF 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: 97,364 shares; 2024Q4: 86,334 shares; 2025Q1: 87,396 shares; 2025Q2: 74,536 shares; 2025Q3: 56,548 shares; 2025Q4: 53,818 shares 53,818 $1.07M <0.01% -2,730 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,727 shares; 2024Q4: 51,315 shares; 2025Q1: 51,118 shares; 2025Q2: 54,245 shares; 2025Q3: 51,704 shares; 2025Q4: 47,808 shares 47,808 $1.07M <0.01% -3,896 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,987 shares; 2025Q1: 11,092 shares; 2025Q2: 17,563 shares; 2025Q3: 21,708 shares; 2025Q4: 23,792 shares 23,792 $1.07M <0.01% +2,084 Timeline DWX 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: 20,706 shares; 2024Q4: 20,769 shares; 2025Q1: 23,892 shares; 2025Q2: 23,159 shares; 2025Q3: 24,522 shares; 2025Q4: 24,285 shares 24,285 $1.07M <0.01% -237 Timeline TIPX 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: 46,244 shares; 2024Q4: 50,113 shares; 2025Q1: 49,568 shares; 2025Q2: 51,969 shares; 2025Q3: 55,157 shares; 2025Q4: 55,781 shares 55,781 $1.06M <0.01% +624 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,159 shares; 2024Q4: 30,837 shares; 2025Q1: 27,659 shares; 2025Q2: 22,675 shares; 2025Q3: 24,285 shares; 2025Q4: 27,060 shares 27,060 $1.06M <0.01% +2,775 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,946 shares; 2024Q4: 20,755 shares; 2025Q1: 20,642 shares; 2025Q2: 20,567 shares; 2025Q3: 20,955 shares; 2025Q4: 172,371 shares 172,371 $1.06M <0.01% +151,416 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,497 shares; 2024Q4: 19,388 shares; 2025Q1: 20,095 shares; 2025Q2: 22,275 shares; 2025Q3: 21,411 shares; 2025Q4: 8,409 shares 8,409 $1.06M <0.01% -13,002 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: 2,732 shares; 2024Q4: 7,005 shares; 2025Q1: 5,224 shares; 2025Q2: 5,220 shares; 2025Q3: 5,205 shares; 2025Q4: 5,385 shares 5,385 $1.06M <0.01% +180 Timeline FLQM 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: 4,714 shares; 2024Q4: 4,160 shares; 2025Q1: 62,202 shares; 2025Q2: 62,325 shares; 2025Q3: 27,456 shares; 2025Q4: 18,836 shares 18,836 $1.06M <0.01% -8,620 Timeline IJUL 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: 10,744 shares; 2025Q3: 31,788 shares; 2025Q4: 31,616 shares 31,616 $1.06M <0.01% -172 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,269 shares; 2024Q4: 13,796 shares; 2025Q1: 13,538 shares; 2025Q2: 13,262 shares; 2025Q3: 13,339 shares; 2025Q4: 12,517 shares 12,517 $1.06M <0.01% -822 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,252 shares; 2025Q4: 45,278 shares 45,278 $1.05M <0.01% +26 Timeline LEE LEE ENTERPRISES INC More: the full row for LEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 219,966 shares; 2025Q1: 219,966 shares; 2025Q2: 219,966 shares; 2025Q3: 219,966 shares; 2025Q4: 219,966 shares 219,966 $1.05M <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,095 shares; 2024Q4: 12,118 shares; 2025Q1: 11,968 shares; 2025Q2: 10,665 shares; 2025Q3: 9,698 shares; 2025Q4: 12,417 shares 12,417 $1.05M <0.01% +2,719 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,672 shares; 2024Q4: 22,078 shares; 2025Q1: 20,898 shares; 2025Q2: 24,084 shares; 2025Q3: 24,473 shares; 2025Q4: 27,841 shares 27,841 $1.04M <0.01% +3,368 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,516 shares; 2024Q4: 50,889 shares; 2025Q1: 49,377 shares; 2025Q2: 43,046 shares; 2025Q3: 41,708 shares; 2025Q4: 44,051 shares 44,051 $1.04M <0.01% +2,343 Timeline BOTZ 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: 61,919 shares; 2024Q4: 24,503 shares; 2025Q1: 23,878 shares; 2025Q2: 26,119 shares; 2025Q3: 27,876 shares; 2025Q4: 28,760 shares 28,760 $1.04M <0.01% +884 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,654 shares; 2024Q4: 13,453 shares; 2025Q1: 15,384 shares; 2025Q2: 14,460 shares; 2025Q3: 15,389 shares; 2025Q4: 15,369 shares 15,369 $1.04M <0.01% -20 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,613 shares; 2025Q1: 3,852 shares; 2025Q2: 3,750 shares; 2025Q3: 3,657 shares; 2025Q4: 3,625 shares 3,625 $1.04M <0.01% -32 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: 44,490 shares; 2024Q4: 42,942 shares; 2025Q1: 26,065 shares; 2025Q2: 18,625 shares; 2025Q3: 18,490 shares; 2025Q4: 18,441 shares 18,441 $1.04M <0.01% -49 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 7,390 shares; 2025Q1: 9,983 shares; 2025Q2: 10,880 shares; 2025Q3: 9,634 shares; 2025Q4: 4,959 shares 4,959 $1.04M <0.01% -4,675 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,114 shares; 2024Q4: 9,530 shares; 2025Q1: 10,026 shares; 2025Q2: 12,483 shares; 2025Q3: 12,363 shares; 2025Q4: 11,998 shares 11,998 $1.03M <0.01% -365 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,740 shares; 2024Q4: 98,421 shares; 2025Q1: 95,067 shares; 2025Q2: 97,583 shares; 2025Q3: 100,207 shares; 2025Q4: 94,502 shares 94,502 $1.03M <0.01% -5,705 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,612 shares; 2024Q4: 13,071 shares; 2025Q1: 12,963 shares; 2025Q2: 12,761 shares; 2025Q3: 24,588 shares; 2025Q4: 26,203 shares 26,203 $1.03M <0.01% +1,615 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 8,684 shares; 2025Q1: 9,656 shares; 2025Q2: 8,895 shares; 2025Q3: 9,739 shares; 2025Q4: 9,645 shares 9,645 $1.02M <0.01% -94 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 9,972 shares; 2025Q1: 10,320 shares; 2025Q2: 14,648 shares; 2025Q3: 10,820 shares; 2025Q4: 16,803 shares 16,803 $1.02M <0.01% +5,983 Timeline FSMB 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: 23,328 shares; 2024Q4: 64,776 shares; 2025Q1: 84,249 shares; 2025Q2: 75,748 shares; 2025Q3: 45,857 shares; 2025Q4: 50,748 shares 50,748 $1.02M <0.01% +4,891 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,875 shares; 2025Q1: 52,128 shares; 2025Q2: 19,720 shares; 2025Q3: 20,802 shares; 2025Q4: 38,892 shares 38,892 $1.02M <0.01% +18,090 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,456 shares; 2024Q4: 69,931 shares; 2025Q1: 66,674 shares; 2025Q2: 65,137 shares; 2025Q3: 61,425 shares; 2025Q4: 65,144 shares 65,144 $1.02M <0.01% +3,719 Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 16,351 shares; 2025Q3: 16,184 shares; 2025Q4: 15,755 shares 15,755 $1.01M <0.01% -429 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,622 shares; 2024Q4: 9,751 shares; 2025Q1: 14,956 shares; 2025Q2: 11,197 shares; 2025Q3: 13,291 shares; 2025Q4: 12,497 shares 12,497 $1.01M <0.01% -794 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,285 shares; 2024Q4: 29,357 shares; 2025Q1: 26,826 shares; 2025Q2: 28,195 shares; 2025Q3: 24,809 shares; 2025Q4: 15,071 shares 15,071 $1.01M <0.01% -9,738 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,219 shares; 2024Q4: 61,839 shares; 2025Q1: 51,925 shares; 2025Q2: 49,051 shares; 2025Q3: 50,788 shares; 2025Q4: 52,679 shares 52,679 $1.01M <0.01% +1,891 Timeline SFLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,075 shares; 2025Q4: 34,173 shares 34,173 $1.01M <0.01% +12,098 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 14,037 shares; 2025Q1: 14,711 shares; 2025Q2: 20,564 shares; 2025Q3: 32,340 shares; 2025Q4: 19,988 shares 19,988 $1.01M <0.01% -12,352 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,819 shares; 2024Q4: 48,049 shares; 2025Q1: 48,657 shares; 2025Q2: 39,475 shares; 2025Q3: 39,664 shares; 2025Q4: 41,904 shares 41,904 $1M <0.01% +2,240 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: 7,348 shares; 2024Q4: 6,847 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,812 shares; 2025Q4: 12,659 shares 12,659 $1M <0.01% +7,847 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 14,229 shares; 2025Q1: 14,222 shares; 2025Q2: 15,913 shares; 2025Q3: 21,615 shares; 2025Q4: 21,176 shares 21,176 $997K <0.01% -439 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,349 shares; 2024Q4: 25,849 shares; 2025Q1: 33,580 shares; 2025Q2: 37,021 shares; 2025Q3: 35,324 shares; 2025Q4: 34,562 shares 34,562 $996K <0.01% -762 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,264 shares; 2025Q2: 8,322 shares; 2025Q3: 15,095 shares; 2025Q4: 15,346 shares 15,346 $994K <0.01% +251 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: 44,084 shares; 2024Q4: 44,837 shares; 2025Q1: 45,387 shares; 2025Q2: 37,878 shares; 2025Q3: 14,520 shares; 2025Q4: 12,618 shares 12,618 $993K <0.01% -1,902 Timeline PHO 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: 53,454 shares; 2024Q4: 53,332 shares; 2025Q1: 52,838 shares; 2025Q2: 56,223 shares; 2025Q3: 56,944 shares; 2025Q4: 14,059 shares 14,059 $990K <0.01% -42,885 Timeline DAUG 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: 17,389 shares; 2024Q4: 17,244 shares; 2025Q1: 16,507 shares; 2025Q2: 16,507 shares; 2025Q3: 20,849 shares; 2025Q4: 22,241 shares 22,241 $986K <0.01% +1,392 Timeline FXG 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: 18,095 shares; 2024Q4: 16,966 shares; 2025Q1: 17,277 shares; 2025Q2: 17,406 shares; 2025Q3: 14,973 shares; 2025Q4: 16,247 shares 16,247 $986K <0.01% +1,274 Timeline RWJ 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: 26,173 shares; 2024Q4: 26,205 shares; 2025Q1: 22,059 shares; 2025Q2: 22,287 shares; 2025Q3: 23,111 shares; 2025Q4: 20,218 shares 20,218 $985K <0.01% -2,893 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 3,068 shares; 2025Q3: 40,752 shares; 2025Q4: 12,856 shares 12,856 $983K <0.01% -27,896 Timeline UJUL 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: 27,392 shares; 2024Q4: 27,045 shares; 2025Q1: 26,919 shares; 2025Q2: 25,857 shares; 2025Q3: 25,857 shares; 2025Q4: 25,272 shares 25,272 $979K <0.01% -585 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: 13,681 shares; 2024Q4: 14,038 shares; 2025Q1: 13,024 shares; 2025Q2: 10,065 shares; 2025Q3: 9,361 shares; 2025Q4: 8,208 shares 8,208 $975K <0.01% -1,153 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 9,581 shares; 2025Q1: 8,838 shares; 2025Q2: 27,049 shares; 2025Q3: 25,428 shares; 2025Q4: 20,938 shares 20,938 $973K <0.01% -4,490 Timeline PICK 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: 21,034 shares; 2024Q4: 22,860 shares; 2025Q1: 18,616 shares; 2025Q2: 19,460 shares; 2025Q3: 18,894 shares; 2025Q4: 18,872 shares 18,872 $969K <0.01% -22 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 11,069 shares; 2025Q1: 10,824 shares; 2025Q2: 27,018 shares; 2025Q3: 35,692 shares; 2025Q4: 11,953 shares 11,953 $969K <0.01% -23,739 Timeline FNOV 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: 15,974 shares; 2024Q4: 18,685 shares; 2025Q1: 18,249 shares; 2025Q2: 20,568 shares; 2025Q3: 17,690 shares; 2025Q4: 17,660 shares 17,660 $968K <0.01% -30 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,074 shares; 2024Q4: 22,449 shares; 2025Q1: 19,253 shares; 2025Q2: 19,000 shares; 2025Q3: 20,093 shares; 2025Q4: 21,657 shares 21,657 $960K <0.01% +1,564 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,370 shares; 2024Q4: 88,393 shares; 2025Q1: 90,410 shares; 2025Q2: 88,989 shares; 2025Q3: 87,410 shares; 2025Q4: 26,660 shares 26,660 $959K <0.01% -60,750 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,471 shares; 2024Q4: 12,632 shares; 2025Q1: 11,585 shares; 2025Q2: 9,809 shares; 2025Q3: 9,390 shares; 2025Q4: 8,836 shares 8,836 $958K <0.01% -554 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,955 shares; 2024Q4: 10,277 shares; 2025Q1: 11,842 shares; 2025Q2: 11,987 shares; 2025Q3: 13,194 shares; 2025Q4: 14,164 shares 14,164 $956K <0.01% +970 Timeline CALF 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: 55,169 shares; 2024Q4: 53,855 shares; 2025Q1: 25,777 shares; 2025Q2: 16,956 shares; 2025Q3: 19,712 shares; 2025Q4: 21,475 shares 21,475 $955K <0.01% +1,763 Timeline MFSI 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: 28,861 shares; 2025Q4: 31,375 shares 31,375 $955K <0.01% +2,514 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,497 shares; 2024Q4: 24,361 shares; 2025Q1: 24,060 shares; 2025Q2: 23,726 shares; 2025Q3: 38,784 shares; 2025Q4: 49,398 shares 49,398 $955K <0.01% +10,614 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,139 shares; 2025Q3: 36,308 shares; 2025Q4: 21,690 shares 21,690 $949K <0.01% -14,618 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: 183 shares; 2024Q4: 187 shares; 2025Q1: 165 shares; 2025Q2: 162 shares; 2025Q3: 140 shares; 2025Q4: 130 shares 130 $948K <0.01% -10 Timeline IAPR 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: 34,047 shares; 2024Q4: 34,269 shares; 2025Q1: 34,264 shares; 2025Q2: 33,896 shares; 2025Q3: 30,741 shares; 2025Q4: 30,716 shares 30,716 $947K <0.01% -25 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 12,420 shares; 2025Q1: 15,809 shares; 2025Q2: 16,488 shares; 2025Q3: 19,783 shares; 2025Q4: 24,392 shares 24,392 $945K <0.01% +4,609 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: 10,200 shares; 2025Q1: 10,235 shares; 2025Q2: 22,270 shares; 2025Q3: 25,500 shares; 2025Q4: 32,700 shares 32,700 $941K <0.01% +7,200 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,842 shares; 2024Q4: 17,394 shares; 2025Q1: 17,297 shares; 2025Q2: 17,076 shares; 2025Q3: 17,210 shares; 2025Q4: 5,821 shares 5,821 $940K <0.01% -11,389 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,909 shares; 2024Q4: 33,505 shares; 2025Q1: 33,639 shares; 2025Q2: 33,260 shares; 2025Q3: 37,373 shares; 2025Q4: 36,781 shares 36,781 $936K <0.01% -592 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: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 55,100 shares; 2025Q4: 63,125 shares 63,125 $932K <0.01% +8,025 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,863 shares; 2024Q4: 21,613 shares; 2025Q1: 22,155 shares; 2025Q2: 22,592 shares; 2025Q3: 22,956 shares; 2025Q4: 23,578 shares 23,578 $931K <0.01% +622 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,875 shares; 2024Q4: 17,330 shares; 2025Q1: 16,285 shares; 2025Q2: 14,505 shares; 2025Q3: 15,162 shares; 2025Q4: 7,917 shares 7,917 $930K <0.01% -7,245 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,494 shares; 2024Q4: 38,337 shares; 2025Q1: 50,179 shares; 2025Q2: 32,904 shares; 2025Q3: 23,609 shares; 2025Q4: 19,445 shares 19,445 $928K <0.01% -4,164 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: 11,347 shares; 2024Q4: 20,994 shares; 2025Q1: 21,526 shares; 2025Q2: 21,591 shares; 2025Q3: 28,477 shares; 2025Q4: 39,521 shares 39,521 $924K <0.01% +11,044 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 30,127 shares; 2025Q3: 29,213 shares; 2025Q4: 31,210 shares 31,210 $921K <0.01% +1,997 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 48,368 shares; 2025Q1: 59,493 shares; 2025Q2: 45,350 shares; 2025Q3: 47,415 shares; 2025Q4: 47,787 shares 47,787 $921K <0.01% +372 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,618 shares; 2024Q4: 71,999 shares; 2025Q1: 73,795 shares; 2025Q2: 76,889 shares; 2025Q3: 80,350 shares; 2025Q4: 74,015 shares 74,015 $920K <0.01% -6,335 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,375 shares; 2024Q4: 21,303 shares; 2025Q1: 22,308 shares; 2025Q2: 24,023 shares; 2025Q3: 23,371 shares; 2025Q4: 23,628 shares 23,628 $919K <0.01% +257 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,482 shares; 2024Q4: 19,565 shares; 2025Q1: 20,329 shares; 2025Q2: 20,426 shares; 2025Q3: 29,067 shares; 2025Q4: 7,976 shares 7,976 $918K <0.01% -21,091 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,435 shares; 2025Q1: 3,228 shares; 2025Q2: 3,226 shares; 2025Q3: 8,190 shares; 2025Q4: 8,268 shares 8,268 $917K <0.01% +78 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,157 shares; 2024Q4: 40,961 shares; 2025Q1: 36,043 shares; 2025Q2: 31,831 shares; 2025Q3: 30,281 shares; 2025Q4: 15,181 shares 15,181 $916K <0.01% -15,100 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,233 shares; 2024Q4: 27,248 shares; 2025Q1: 21,135 shares; 2025Q2: 20,538 shares; 2025Q3: 20,768 shares; 2025Q4: 21,275 shares 21,275 $914K <0.01% +507 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,683 shares; 2025Q1: 6,024 shares; 2025Q2: 7,928 shares; 2025Q3: 11,952 shares; 2025Q4: 16,423 shares 16,423 $913K <0.01% +4,471 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,278 shares; 2024Q4: 24,044 shares; 2025Q1: 19,337 shares; 2025Q2: 18,413 shares; 2025Q3: 15,488 shares; 2025Q4: 14,463 shares 14,463 $912K <0.01% -1,025 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,129 shares; 2024Q4: 29,949 shares; 2025Q1: 28,567 shares; 2025Q2: 22,224 shares; 2025Q3: 23,585 shares; 2025Q4: 21,045 shares 21,045 $912K <0.01% -2,540 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,120 shares; 2024Q4: 20,545 shares; 2025Q1: 21,930 shares; 2025Q2: 21,042 shares; 2025Q3: 21,239 shares; 2025Q4: 19,982 shares 19,982 $912K <0.01% -1,257 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,036 shares; 2024Q4: 13,869 shares; 2025Q1: 15,406 shares; 2025Q2: 16,494 shares; 2025Q3: 18,401 shares; 2025Q4: 19,807 shares 19,807 $912K <0.01% +1,406 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,674 shares; 2024Q4: 57,207 shares; 2025Q1: 54,854 shares; 2025Q2: 53,631 shares; 2025Q3: 72,189 shares; 2025Q4: 73,580 shares 73,580 $911K <0.01% +1,391 Timeline JTEK 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: 9,578 shares; 2025Q1: 10,132 shares; 2025Q2: 10,150 shares; 2025Q3: 9,759 shares; 2025Q4: 10,103 shares 10,103 $910K <0.01% +344 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,249 shares; 2025Q1: 38,967 shares; 2025Q2: 40,885 shares; 2025Q3: 43,899 shares; 2025Q4: 45,106 shares 45,106 $908K <0.01% +1,207 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: 9,694 shares; 2025Q1: 9,754 shares; 2025Q2: 8,986 shares; 2025Q3: 7,129 shares; 2025Q4: 20,099 shares 20,099 $906K <0.01% +12,970 Timeline UJUN 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: 22,030 shares; 2024Q4: 21,901 shares; 2025Q1: 21,881 shares; 2025Q2: 24,581 shares; 2025Q3: 24,581 shares; 2025Q4: 24,226 shares 24,226 $906K <0.01% -355 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,573 shares; 2024Q4: 23,270 shares; 2025Q1: 23,302 shares; 2025Q2: 23,616 shares; 2025Q3: 23,625 shares; 2025Q4: 26,067 shares 26,067 $906K <0.01% +2,442 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: 23,875 shares; 2024Q4: 9,144 shares; 2025Q1: 9,391 shares; 2025Q2: 11,002 shares; 2025Q3: 17,967 shares; 2025Q4: 17,261 shares 17,261 $903K <0.01% -706 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 31,571 shares 31,571 $902K <0.01% new Timeline DJUN 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: 22,883 shares; 2024Q4: 17,294 shares; 2025Q1: 17,346 shares; 2025Q2: 21,094 shares; 2025Q3: 19,755 shares; 2025Q4: 19,015 shares 19,015 $900K <0.01% -740 Timeline IOO 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: 5,752 shares; 2024Q4: 3,173 shares; 2025Q1: 3,890 shares; 2025Q2: 6,163 shares; 2025Q3: 7,218 shares; 2025Q4: 7,065 shares 7,065 $895K <0.01% -153 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,115 shares; 2024Q4: 51,827 shares; 2025Q1: 60,681 shares; 2025Q2: 61,280 shares; 2025Q3: 61,798 shares; 2025Q4: 24,763 shares 24,763 $892K <0.01% -37,035 Timeline XJH 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: 9,151 shares; 2024Q4: 9,292 shares; 2025Q1: 9,564 shares; 2025Q2: 9,922 shares; 2025Q3: 20,380 shares; 2025Q4: 19,917 shares 19,917 $889K <0.01% -463 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 11,101 shares; 2025Q1: 9,680 shares; 2025Q2: 9,591 shares; 2025Q3: 8,741 shares; 2025Q4: 9,023 shares 9,023 $889K <0.01% +282 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,154 shares; 2024Q4: 24,529 shares; 2025Q1: 18,992 shares; 2025Q2: 12,332 shares; 2025Q3: 11,085 shares; 2025Q4: 13,777 shares 13,777 $884K <0.01% +2,692 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,881 shares; 2025Q2: 15,779 shares; 2025Q3: 19,376 shares; 2025Q4: 20,233 shares 20,233 $881K <0.01% +857 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,660 shares; 2024Q4: 21,433 shares; 2025Q1: 21,466 shares; 2025Q2: 20,209 shares; 2025Q3: 15,263 shares; 2025Q4: 10,656 shares 10,656 $879K <0.01% -4,607 Timeline DISV 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: 28,980 shares; 2024Q4: 23,410 shares; 2025Q1: 23,449 shares; 2025Q2: 22,676 shares; 2025Q3: 24,310 shares; 2025Q4: 23,095 shares 23,095 $878K <0.01% -1,215 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,015 shares; 2024Q4: 29,113 shares; 2025Q1: 28,895 shares; 2025Q2: 28,886 shares; 2025Q3: 27,050 shares; 2025Q4: 11,179 shares 11,179 $877K <0.01% -15,871 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,803 shares; 2024Q4: 25,505 shares; 2025Q1: 25,076 shares; 2025Q2: 24,954 shares; 2025Q3: 28,385 shares; 2025Q4: 27,640 shares 27,640 $876K <0.01% -745 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: 26,594 shares; 2024Q4: 25,946 shares; 2025Q1: 25,713 shares; 2025Q2: 20,257 shares; 2025Q3: 20,114 shares; 2025Q4: 19,543 shares 19,543 $876K <0.01% -571 Timeline HEWJ 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: 19,367 shares; 2024Q4: 20,984 shares; 2025Q1: 20,984 shares; 2025Q2: 15,049 shares; 2025Q3: 16,015 shares; 2025Q4: 16,598 shares 16,598 $875K <0.01% +583 Timeline HYS 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: 43,980 shares; 2024Q4: 36,099 shares; 2025Q1: 45,643 shares; 2025Q2: 19,777 shares; 2025Q3: 18,303 shares; 2025Q4: 9,222 shares 9,222 $874K <0.01% -9,081 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,861 shares; 2024Q4: 20,005 shares; 2025Q1: 14,611 shares; 2025Q2: 17,671 shares; 2025Q3: 15,442 shares; 2025Q4: 14,867 shares 14,867 $874K <0.01% -575 Timeline NAUG 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: 29,805 shares; 2025Q4: 29,565 shares 29,565 $874K <0.01% -240 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: 129,072 shares; 2024Q4: 116,707 shares; 2025Q1: 109,225 shares; 2025Q2: 108,668 shares; 2025Q3: 93,469 shares; 2025Q4: 70,118 shares 70,118 $873K <0.01% -23,351 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: 34,192 shares; 2024Q4: 29,942 shares; 2025Q1: 30,798 shares; 2025Q2: 7,256 shares; 2025Q3: 4,438 shares; 2025Q4: 4,374 shares 4,374 $873K <0.01% -64 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,420 shares; 2024Q4: 100,659 shares; 2025Q1: 113,045 shares; 2025Q2: 104,649 shares; 2025Q3: 92,203 shares; 2025Q4: 87,367 shares 87,367 $871K <0.01% -4,836 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,126 shares; 2024Q4: 42,734 shares; 2025Q1: 44,167 shares; 2025Q2: 55,564 shares; 2025Q3: 59,240 shares; 2025Q4: 48,983 shares 48,983 $867K <0.01% -10,257 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,289 shares; 2024Q4: 21,375 shares; 2025Q1: 20,865 shares; 2025Q2: 21,326 shares; 2025Q3: 26,139 shares; 2025Q4: 26,592 shares 26,592 $866K <0.01% +453 Timeline GMAY 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: 26,316 shares; 2024Q4: 26,462 shares; 2025Q1: 26,325 shares; 2025Q2: 20,908 shares; 2025Q3: 20,902 shares; 2025Q4: 20,970 shares 20,970 $866K <0.01% +68 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,790 shares 26,790 $865K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 6,029 shares; 2025Q1: 6,065 shares; 2025Q2: 5,442 shares; 2025Q3: 4,609 shares; 2025Q4: 4,187 shares 4,187 $865K <0.01% -422 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: 12,780 shares; 2024Q4: 12,760 shares; 2025Q1: 11,860 shares; 2025Q2: 11,480 shares; 2025Q3: 11,948 shares; 2025Q4: 11,718 shares 11,718 $864K <0.01% -230 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,473 shares; 2024Q4: 29,568 shares; 2025Q1: 17,278 shares; 2025Q2: 14,890 shares; 2025Q3: 14,071 shares; 2025Q4: 14,096 shares 14,096 $863K <0.01% +25 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,384 shares; 2024Q4: 60,684 shares; 2025Q1: 58,684 shares; 2025Q2: 58,784 shares; 2025Q3: 61,115 shares; 2025Q4: 61,115 shares 61,115 $862K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,514 shares; 2024Q4: 51,939 shares; 2025Q1: 24,096 shares; 2025Q2: 23,871 shares; 2025Q3: 21,064 shares; 2025Q4: 23,549 shares 23,549 $859K <0.01% +2,485 Timeline HUSV 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: 37,223 shares; 2024Q4: 37,293 shares; 2025Q1: 25,965 shares; 2025Q2: 25,863 shares; 2025Q3: 24,801 shares; 2025Q4: 22,184 shares 22,184 $858K <0.01% -2,617 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 5,472 shares; 2025Q4: 12,684 shares 12,684 $858K <0.01% +7,212 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: 15,114 shares; 2024Q4: 13,587 shares; 2025Q1: 9,555 shares; 2025Q2: 7,632 shares; 2025Q3: 8,299 shares; 2025Q4: 8,319 shares 8,319 $857K <0.01% +20 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,822 shares; 2024Q4: 5,306 shares; 2025Q1: 5,236 shares; 2025Q2: 4,786 shares; 2025Q3: 4,214 shares; 2025Q4: 3,925 shares 3,925 $856K <0.01% -289 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 7,555 shares; 2025Q1: 7,020 shares; 2025Q2: 7,217 shares; 2025Q3: 7,190 shares; 2025Q4: 7,455 shares 7,455 $856K <0.01% +265 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: not reported; 2025Q1: 5,877 shares; 2025Q2: 16,178 shares; 2025Q3: 16,178 shares; 2025Q4: 15,078 shares 15,078 $854K <0.01% -1,100 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 8,468 shares; 2025Q1: 8,018 shares; 2025Q2: 8,436 shares; 2025Q3: 8,875 shares; 2025Q4: 11,026 shares 11,026 $853K <0.01% +2,151 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA 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: 3,089 shares; 2025Q4: 6,321 shares 6,321 $852K <0.01% +3,232 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT 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: 118,838 shares; 2025Q2: 118,562 shares; 2025Q3: 179,098 shares; 2025Q4: 41,976 shares 41,976 $849K <0.01% -137,122 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,559 shares; 2024Q4: 47,820 shares; 2025Q1: 46,955 shares; 2025Q2: 45,703 shares; 2025Q3: 44,872 shares; 2025Q4: 43,879 shares 43,879 $847K <0.01% -993 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,977 shares; 2024Q4: 8,062 shares; 2025Q1: 8,923 shares; 2025Q2: 9,484 shares; 2025Q3: 9,666 shares; 2025Q4: 8,454 shares 8,454 $844K <0.01% -1,212 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 12,422 shares; 2025Q1: 12,164 shares; 2025Q2: 12,075 shares; 2025Q3: 12,195 shares; 2025Q4: 12,227 shares 12,227 $844K <0.01% +32 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,044 shares; 2024Q4: 8,474 shares; 2025Q1: 9,032 shares; 2025Q2: 10,472 shares; 2025Q3: 8,139 shares; 2025Q4: 15,866 shares 15,866 $843K <0.01% +7,727 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,605 shares; 2025Q1: 1,843 shares; 2025Q2: not reported; 2025Q3: 4,836 shares; 2025Q4: 5,341 shares 5,341 $843K <0.01% +505 Timeline MOTI 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: 42,520 shares; 2024Q4: 23,039 shares; 2025Q1: 23,217 shares; 2025Q2: 22,694 shares; 2025Q3: 22,605 shares; 2025Q4: 22,900 shares 22,900 $840K <0.01% +295 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: 13,498 shares; 2024Q4: 22,916 shares; 2025Q1: 12,306 shares; 2025Q2: 22,375 shares; 2025Q3: 22,231 shares; 2025Q4: 21,837 shares 21,837 $839K <0.01% -394 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,314 shares; 2024Q4: 15,717 shares; 2025Q1: 19,008 shares; 2025Q2: 21,206 shares; 2025Q3: 20,960 shares; 2025Q4: 21,194 shares 21,194 $838K <0.01% +234 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: 7,051 shares; 2024Q4: 28,501 shares; 2025Q1: 41,439 shares; 2025Q2: 39,223 shares; 2025Q3: 19,224 shares; 2025Q4: 18,946 shares 18,946 $837K <0.01% -278 Timeline IFRA 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: 77,853 shares; 2024Q4: 95,227 shares; 2025Q1: 34,127 shares; 2025Q2: 30,829 shares; 2025Q3: 19,452 shares; 2025Q4: 15,850 shares 15,850 $834K <0.01% -3,602 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 7,838 shares; 2025Q1: 18,872 shares; 2025Q2: 19,196 shares; 2025Q3: 12,253 shares; 2025Q4: 13,345 shares 13,345 $833K <0.01% +1,092 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,641 shares; 2024Q4: 83,371 shares; 2025Q1: 88,889 shares; 2025Q2: 80,000 shares; 2025Q3: 82,250 shares; 2025Q4: 82,250 shares 82,250 $832K <0.01% 0 Timeline FCVT 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: 19,315 shares 19,315 $831K <0.01% new Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 14,279 shares; 2025Q1: 14,281 shares; 2025Q2: 16,603 shares; 2025Q3: 16,485 shares; 2025Q4: 16,286 shares 16,286 $827K <0.01% -199 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,573 shares; 2024Q4: 7,721 shares; 2025Q1: 6,292 shares; 2025Q2: 8,231 shares; 2025Q3: 19,770 shares; 2025Q4: 20,203 shares 20,203 $825K <0.01% +433 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,663 shares; 2024Q4: 16,115 shares; 2025Q1: 24,920 shares; 2025Q2: 25,219 shares; 2025Q3: 23,790 shares; 2025Q4: 22,782 shares 22,782 $824K <0.01% -1,008 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL 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: 6,358 shares; 2025Q2: 8,103 shares; 2025Q3: 9,806 shares; 2025Q4: 21,363 shares 21,363 $822K <0.01% +11,557 Timeline EMHY 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: 71,204 shares; 2024Q4: 58,201 shares; 2025Q1: 68,222 shares; 2025Q2: 44,077 shares; 2025Q3: 46,766 shares; 2025Q4: 20,349 shares 20,349 $822K <0.01% -26,417 Timeline AVSD 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: 4,363 shares; 2024Q4: 5,017 shares; 2025Q1: 6,481 shares; 2025Q2: 10,026 shares; 2025Q3: 11,015 shares; 2025Q4: 11,015 shares 11,015 $818K <0.01% 0 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,676 shares; 2025Q3: 37,078 shares; 2025Q4: 14,143 shares 14,143 $817K <0.01% -22,935 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,513 shares; 2024Q4: 45,362 shares; 2025Q1: 41,749 shares; 2025Q2: 30,450 shares; 2025Q3: 18,680 shares; 2025Q4: 16,999 shares 16,999 $814K <0.01% -1,681 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: 2,540 shares; 2024Q4: 2,501 shares; 2025Q1: 3,632 shares; 2025Q2: 3,885 shares; 2025Q3: 3,928 shares; 2025Q4: 3,499 shares 3,499 $814K <0.01% -429 Timeline BUFF 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: 8,094 shares; 2024Q4: 9,183 shares; 2025Q1: 9,589 shares; 2025Q2: 10,228 shares; 2025Q3: 11,033 shares; 2025Q4: 16,311 shares 16,311 $813K <0.01% +5,278 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,959 shares; 2024Q4: 64,959 shares; 2025Q1: 64,957 shares; 2025Q2: 64,957 shares; 2025Q3: 64,957 shares; 2025Q4: 64,957 shares 64,957 $811K <0.01% 0 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,490 shares; 2024Q4: 9,490 shares; 2025Q1: 9,566 shares; 2025Q2: 6,175 shares; 2025Q3: 9,455 shares; 2025Q4: 18,230 shares 18,230 $811K <0.01% +8,775 Timeline XDAT 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: 20,878 shares; 2024Q4: 21,562 shares; 2025Q1: 24,632 shares; 2025Q2: 25,942 shares; 2025Q3: 28,737 shares; 2025Q4: 31,303 shares 31,303 $809K <0.01% +2,566 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 7,128 shares; 2025Q1: 6,983 shares; 2025Q2: 6,704 shares; 2025Q3: 6,936 shares; 2025Q4: 8,542 shares 8,542 $808K <0.01% +1,606 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,332 shares; 2024Q4: 20,332 shares; 2025Q1: 23,532 shares; 2025Q2: 78,361 shares; 2025Q3: 120,363 shares; 2025Q4: 68,472 shares 68,472 $805K <0.01% -51,891 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,995 shares; 2025Q4: 5,573 shares 5,573 $800K <0.01% +1,578 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,385 shares; 2024Q4: 35,475 shares; 2025Q1: 25,561 shares; 2025Q2: 22,126 shares; 2025Q3: 16,679 shares; 2025Q4: 18,616 shares 18,616 $800K <0.01% +1,937 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,903 shares; 2024Q4: 32,903 shares; 2025Q1: 32,800 shares; 2025Q2: 32,800 shares; 2025Q3: 32,800 shares; 2025Q4: 32,800 shares 32,800 $799K <0.01% 0 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,583 shares; 2024Q4: 49,618 shares; 2025Q1: 39,315 shares; 2025Q2: 36,841 shares; 2025Q3: 25,777 shares; 2025Q4: 29,834 shares 29,834 $797K <0.01% +4,057 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,724 shares; 2024Q4: 15,319 shares; 2025Q1: 16,202 shares; 2025Q2: 17,336 shares; 2025Q3: 16,825 shares; 2025Q4: 17,645 shares 17,645 $795K <0.01% +820 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,802 shares; 2024Q4: 10,638 shares; 2025Q1: 10,111 shares; 2025Q2: 12,304 shares; 2025Q3: 11,870 shares; 2025Q4: 12,234 shares 12,234 $793K <0.01% +364 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,635 shares; 2024Q4: 22,033 shares; 2025Q1: 22,428 shares; 2025Q2: 22,293 shares; 2025Q3: 21,454 shares; 2025Q4: 5,200 shares 5,200 $793K <0.01% -16,254 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,595 shares; 2024Q4: 13,682 shares; 2025Q1: 15,683 shares; 2025Q2: 32,167 shares; 2025Q3: 32,203 shares; 2025Q4: 33,856 shares 33,856 $793K <0.01% +1,653 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: not reported; 2025Q1: not reported; 2025Q2: 166,681 shares; 2025Q3: 60,945 shares; 2025Q4: 31,137 shares 31,137 $791K <0.01% -29,808 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,366 shares; 2025Q4: 38,088 shares 38,088 $790K <0.01% -68,278 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,740 shares; 2024Q4: 8,755 shares; 2025Q1: 8,669 shares; 2025Q2: 8,669 shares; 2025Q3: 8,670 shares; 2025Q4: 6,820 shares 6,820 $787K <0.01% -1,850 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,439 shares; 2024Q4: 31,343 shares; 2025Q1: 39,689 shares; 2025Q2: 37,679 shares; 2025Q3: 37,539 shares; 2025Q4: 37,263 shares 37,263 $784K <0.01% -276 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,022 shares; 2024Q4: 15,396 shares; 2025Q1: 15,600 shares; 2025Q2: 15,695 shares; 2025Q3: 17,270 shares; 2025Q4: 32,626 shares 32,626 $784K <0.01% +15,356 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,399 shares; 2024Q4: 17,583 shares; 2025Q1: 18,171 shares; 2025Q2: 17,255 shares; 2025Q3: 15,558 shares; 2025Q4: 9,237 shares 9,237 $784K <0.01% -6,321 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 7,412 shares; 2025Q1: 9,322 shares; 2025Q2: 11,038 shares; 2025Q3: 9,883 shares; 2025Q4: 8,422 shares 8,422 $781K <0.01% -1,461 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 5,664 shares; 2025Q1: 5,129 shares; 2025Q2: 6,886 shares; 2025Q3: 5,021 shares; 2025Q4: 6,959 shares 6,959 $778K <0.01% +1,938 Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,253 shares; 2024Q4: 19,087 shares; 2025Q1: 18,855 shares; 2025Q2: 18,895 shares; 2025Q3: 16,833 shares; 2025Q4: 8,768 shares 8,768 $776K <0.01% -8,065 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,852 shares; 2024Q4: 81,398 shares; 2025Q1: 85,809 shares; 2025Q2: 84,998 shares; 2025Q3: 81,461 shares; 2025Q4: 92,049 shares 92,049 $776K <0.01% +10,588 Timeline MGIC MAGIC SOFTWARE ENTERPRISES More: the full row for MAGIC SOFTWARE ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 29,686 shares; 2025Q4: 30,112 shares 30,112 $775K <0.01% +426 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,689 shares; 2024Q4: 7,370 shares; 2025Q1: 3,054 shares; 2025Q2: 7,296 shares; 2025Q3: 7,553 shares; 2025Q4: 6,849 shares 6,849 $773K <0.01% -704 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,856 shares; 2024Q4: 64,845 shares; 2025Q1: 47,804 shares; 2025Q2: 59,888 shares; 2025Q3: 58,954 shares; 2025Q4: 45,616 shares 45,616 $772K <0.01% -13,338 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,120 shares; 2025Q1: 21,180 shares; 2025Q2: 20,877 shares; 2025Q3: 24,949 shares; 2025Q4: 34,404 shares 34,404 $772K <0.01% +9,455 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,591 shares; 2024Q4: 24,861 shares; 2025Q1: 25,536 shares; 2025Q2: 25,456 shares; 2025Q3: 25,439 shares; 2025Q4: 24,355 shares 24,355 $771K <0.01% -1,084 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,622 shares; 2025Q4: 7,434 shares 7,434 $770K <0.01% +3,812 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,197 shares; 2024Q4: 10,842 shares; 2025Q1: 11,074 shares; 2025Q2: 10,969 shares; 2025Q3: 11,053 shares; 2025Q4: 11,124 shares 11,124 $769K <0.01% +71 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 9,818 shares; 2025Q1: 8,440 shares; 2025Q2: 7,405 shares; 2025Q3: 8,112 shares; 2025Q4: 8,696 shares 8,696 $767K <0.01% +584 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,213 shares; 2024Q4: 22,853 shares; 2025Q1: 19,209 shares; 2025Q2: 18,498 shares; 2025Q3: 15,721 shares; 2025Q4: 14,757 shares 14,757 $766K <0.01% -964 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,321 shares; 2024Q4: 6,604 shares; 2025Q1: 4,132 shares; 2025Q2: 4,227 shares; 2025Q3: 6,650 shares; 2025Q4: 4,901 shares 4,901 $765K <0.01% -1,749 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,400 shares; 2025Q1: 9,221 shares; 2025Q2: 7,700 shares; 2025Q3: 6,800 shares; 2025Q4: 6,940 shares 6,940 $761K <0.01% +140 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,069 shares; 2025Q1: 41,986 shares; 2025Q2: 59,465 shares; 2025Q3: 62,002 shares; 2025Q4: 64,049 shares 64,049 $760K <0.01% +2,047 Timeline FHLC 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: 27,937 shares; 2024Q4: 35,688 shares; 2025Q1: 34,946 shares; 2025Q2: 33,574 shares; 2025Q3: 18,460 shares; 2025Q4: 10,217 shares 10,217 $759K <0.01% -8,243 Timeline INCM 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: 16,057 shares; 2025Q4: 26,910 shares 26,910 $755K <0.01% +10,853 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,258 shares; 2024Q4: 12,368 shares; 2025Q1: 9,662 shares; 2025Q2: 8,984 shares; 2025Q3: 7,680 shares; 2025Q4: 7,690 shares 7,690 $753K <0.01% +10 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,853 shares; 2024Q4: 16,310 shares; 2025Q1: 20,933 shares; 2025Q2: 20,486 shares; 2025Q3: 22,432 shares; 2025Q4: 23,541 shares 23,541 $751K <0.01% +1,109 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: 18,389 shares; 2024Q4: 17,604 shares; 2025Q1: 17,248 shares; 2025Q2: 17,412 shares; 2025Q3: 17,937 shares; 2025Q4: 16,134 shares 16,134 $748K <0.01% -1,803 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,910 shares; 2024Q4: 103,970 shares; 2025Q1: 105,598 shares; 2025Q2: 104,189 shares; 2025Q3: 102,921 shares; 2025Q4: 34,153 shares 34,153 $748K <0.01% -68,768 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 18,045 shares; 2025Q1: 18,241 shares; 2025Q2: 18,169 shares; 2025Q3: 17,716 shares; 2025Q4: 5,420 shares 5,420 $744K <0.01% -12,296 Timeline IHAK 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: 10,052 shares; 2024Q4: 10,142 shares; 2025Q1: 12,836 shares; 2025Q2: 14,073 shares; 2025Q3: 14,831 shares; 2025Q4: 15,445 shares 15,445 $743K <0.01% +614 Timeline BUFB 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: 79,479 shares; 2024Q4: 17,681 shares; 2025Q1: 17,987 shares; 2025Q2: 22,642 shares; 2025Q3: 23,434 shares; 2025Q4: 20,262 shares 20,262 $742K <0.01% -3,172 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,085 shares; 2024Q4: 88,613 shares; 2025Q1: 88,363 shares; 2025Q2: 88,093 shares; 2025Q3: 85,811 shares; 2025Q4: 27,936 shares 27,936 $741K <0.01% -57,875 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,701 shares; 2024Q4: 676,294 shares; 2025Q1: 767,369 shares; 2025Q2: 813,898 shares; 2025Q3: 81,566 shares; 2025Q4: 16,987 shares 16,987 $740K <0.01% -64,579 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,316 shares; 2024Q4: 12,905 shares; 2025Q1: 11,219 shares; 2025Q2: 12,340 shares; 2025Q3: 11,667 shares; 2025Q4: 12,012 shares 12,012 $738K <0.01% +345 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,779 shares; 2025Q1: 7,156 shares; 2025Q2: 10,764 shares; 2025Q3: 10,645 shares; 2025Q4: 10,162 shares 10,162 $735K <0.01% -483 Timeline UAUG 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: 23,169 shares; 2024Q4: 23,169 shares; 2025Q1: 22,582 shares; 2025Q2: 18,582 shares; 2025Q3: 18,578 shares; 2025Q4: 18,386 shares 18,386 $734K <0.01% -192 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,252 shares; 2024Q4: 27,420 shares; 2025Q1: 24,271 shares; 2025Q2: 18,820 shares; 2025Q3: 18,901 shares; 2025Q4: 17,552 shares 17,552 $732K <0.01% -1,349 Timeline IYE 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: 25,657 shares; 2024Q4: 26,708 shares; 2025Q1: 25,807 shares; 2025Q2: 11,450 shares; 2025Q3: 11,639 shares; 2025Q4: 15,382 shares 15,382 $731K <0.01% +3,743 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 11,246 shares; 2025Q1: 8,852 shares; 2025Q2: 9,104 shares; 2025Q3: 8,864 shares; 2025Q4: 8,613 shares 8,613 $731K <0.01% -251 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,844 shares; 2024Q4: 18,776 shares; 2025Q1: 28,516 shares; 2025Q2: 29,722 shares; 2025Q3: 56,467 shares; 2025Q4: 28,034 shares 28,034 $731K <0.01% -28,433 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 888 shares; 2025Q1: 2,607 shares; 2025Q2: 2,248 shares; 2025Q3: 2,651 shares; 2025Q4: 3,562 shares 3,562 $730K <0.01% +911 Timeline XPGPX PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,680 shares; 2024Q4: 130,682 shares; 2025Q1: 102,151 shares; 2025Q2: 102,972 shares; 2025Q3: 96,032 shares; 2025Q4: 79,093 shares 79,093 $722K <0.01% -16,939 Timeline BIZD 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: 19,309 shares; 2024Q4: 23,320 shares; 2025Q1: 23,870 shares; 2025Q2: 26,316 shares; 2025Q3: 21,835 shares; 2025Q4: 50,867 shares 50,867 $721K <0.01% +29,032 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 6,376 shares; 2025Q1: 6,589 shares; 2025Q2: 10,018 shares; 2025Q3: 10,639 shares; 2025Q4: 10,459 shares 10,459 $719K <0.01% -180 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,084 shares; 2024Q4: 51,347 shares; 2025Q1: 50,952 shares; 2025Q2: 52,685 shares; 2025Q3: 48,015 shares; 2025Q4: 39,741 shares 39,741 $719K <0.01% -8,274 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,920 shares; 2024Q4: 15,622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,818 shares; 2025Q4: 16,880 shares 16,880 $718K <0.01% +1,062 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,715 shares; 2024Q4: 10,599 shares; 2025Q1: 8,909 shares; 2025Q2: 8,030 shares; 2025Q3: 7,295 shares; 2025Q4: 7,041 shares 7,041 $718K <0.01% -254 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,393 shares; 2024Q4: 60,222 shares; 2025Q1: 54,572 shares; 2025Q2: 39,544 shares; 2025Q3: 35,218 shares; 2025Q4: 36,253 shares 36,253 $715K <0.01% +1,035 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 13,801 shares; 2025Q1: 55,770 shares; 2025Q2: 56,816 shares; 2025Q3: 17,412 shares; 2025Q4: 18,519 shares 18,519 $714K <0.01% +1,107 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,294 shares; 2024Q4: 27,824 shares; 2025Q1: 28,185 shares; 2025Q2: 26,159 shares; 2025Q3: 27,527 shares; 2025Q4: 26,765 shares 26,765 $713K <0.01% -762 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: not reported; 2025Q1: 13,151 shares; 2025Q2: 12,583 shares; 2025Q3: 9,724 shares; 2025Q4: 9,296 shares 9,296 $713K <0.01% -428 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,943 shares; 2024Q4: 25,168 shares; 2025Q1: 11,413 shares; 2025Q2: 13,053 shares; 2025Q3: 13,240 shares; 2025Q4: 13,577 shares 13,577 $711K <0.01% +337 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 6,832 shares; 2025Q1: 5,713 shares; 2025Q2: 5,305 shares; 2025Q3: 5,557 shares; 2025Q4: 5,201 shares 5,201 $711K <0.01% -356 Timeline QIPT QUIPT HOME MEDICAL CORP More: the full row for QUIPT HOME MEDICAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares 200,000 $706K <0.01% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 27,228 shares; 2025Q1: 23,247 shares; 2025Q2: 40,195 shares; 2025Q3: 52,073 shares; 2025Q4: 42,642 shares 42,642 $703K <0.01% -9,431 Timeline PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,743 shares; 2025Q4: 5,330 shares 5,330 $703K <0.01% -1,413 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: 5,823 shares; 2024Q4: 6,120 shares; 2025Q1: 5,958 shares; 2025Q2: 7,150 shares; 2025Q3: 7,700 shares; 2025Q4: 8,138 shares 8,138 $702K <0.01% +438 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares; 2025Q4: 5,656 shares 5,656 $702K <0.01% +2,266 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,421 shares; 2024Q4: 9,484 shares; 2025Q1: 11,103 shares; 2025Q2: 10,432 shares; 2025Q3: 11,990 shares; 2025Q4: 12,205 shares 12,205 $701K <0.01% +215 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,949 shares; 2024Q4: 10,813 shares; 2025Q1: 9,957 shares; 2025Q2: 10,792 shares; 2025Q3: 10,925 shares; 2025Q4: 11,576 shares 11,576 $699K <0.01% +651 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,542 shares; 2024Q4: 7,637 shares; 2025Q1: 7,389 shares; 2025Q2: 5,727 shares; 2025Q3: 6,003 shares; 2025Q4: 5,670 shares 5,670 $697K <0.01% -333 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 11,953 shares; 2025Q1: 30,123 shares; 2025Q2: 25,530 shares; 2025Q3: 17,025 shares; 2025Q4: 17,342 shares 17,342 $697K <0.01% +317 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,426 shares; 2024Q4: 11,622 shares; 2025Q1: 11,499 shares; 2025Q2: 11,007 shares; 2025Q3: 18,535 shares; 2025Q4: 16,546 shares 16,546 $697K <0.01% -1,989 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 4,857 shares; 2025Q1: 4,674 shares; 2025Q2: 4,878 shares; 2025Q3: 4,870 shares; 2025Q4: 5,125 shares 5,125 $697K <0.01% +255 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,153 shares; 2024Q4: 19,766 shares; 2025Q1: 19,364 shares; 2025Q2: 21,115 shares; 2025Q3: 25,029 shares; 2025Q4: 26,146 shares 26,146 $694K <0.01% +1,117 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: 14,019 shares; 2024Q4: 14,634 shares; 2025Q1: 13,044 shares; 2025Q2: 12,172 shares; 2025Q3: 12,192 shares; 2025Q4: 24,850 shares 24,850 $693K <0.01% +12,658 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 5,167 shares; 2025Q1: 4,328 shares; 2025Q2: 3,438 shares; 2025Q3: 3,590 shares; 2025Q4: 4,681 shares 4,681 $692K <0.01% +1,091 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: not reported; 2024Q4: not reported; 2025Q1: 7,546 shares; 2025Q2: 8,155 shares; 2025Q3: 9,309 shares; 2025Q4: 11,625 shares 11,625 $691K <0.01% +2,316 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,829 shares; 2024Q4: 32,003 shares; 2025Q1: 33,715 shares; 2025Q2: 36,181 shares; 2025Q3: 39,193 shares; 2025Q4: 41,252 shares 41,252 $689K <0.01% +2,059 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,723 shares; 2025Q3: 9,771 shares; 2025Q4: 13,637 shares 13,637 $687K <0.01% +3,866 Timeline DRAFTKINGS INC NEW DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751,000 shares 751,000 $686K <0.01% new FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,653 shares; 2024Q4: 10,304 shares; 2025Q1: 12,872 shares; 2025Q2: 12,843 shares; 2025Q3: 14,493 shares; 2025Q4: 15,153 shares 15,153 $685K <0.01% +660 Timeline HFGM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,756 shares; 2025Q4: 23,685 shares 23,685 $683K <0.01% +8,929 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,043 shares; 2025Q1: 4,596 shares; 2025Q2: 5,610 shares; 2025Q3: 1,510 shares; 2025Q4: 2,822 shares 2,822 $683K <0.01% +1,312 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,926 shares; 2024Q4: 50,567 shares; 2025Q1: 40,799 shares; 2025Q2: 43,201 shares; 2025Q3: 46,618 shares; 2025Q4: 44,474 shares 44,474 $682K <0.01% -2,144 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 6,498 shares; 2025Q1: 6,981 shares; 2025Q2: 10,978 shares; 2025Q3: 8,673 shares; 2025Q4: 10,157 shares 10,157 $681K <0.01% +1,484 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,370 shares; 2024Q4: 25,708 shares; 2025Q1: 6,545 shares; 2025Q2: 8,080 shares; 2025Q3: 10,317 shares; 2025Q4: 9,225 shares 9,225 $680K <0.01% -1,092 Timeline XMMO 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: 2,482 shares; 2025Q1: 27,505 shares; 2025Q2: 3,028 shares; 2025Q3: 2,876 shares; 2025Q4: 4,903 shares 4,903 $679K <0.01% +2,027 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 6,989 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,341 shares 20,341 $677K <0.01% new Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,415 shares; 2024Q4: 12,388 shares; 2025Q1: 11,526 shares; 2025Q2: 10,829 shares; 2025Q3: 10,835 shares; 2025Q4: 7,829 shares 7,829 $675K <0.01% -3,006 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,285 shares; 2024Q4: 30,935 shares; 2025Q1: 33,724 shares; 2025Q2: 33,495 shares; 2025Q3: 32,456 shares; 2025Q4: 33,142 shares 33,142 $672K <0.01% +686 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 7,314 shares 7,314 $671K <0.01% +3,714 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,311 shares 24,311 $669K <0.01% new Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,957 shares; 2024Q4: 9,573 shares; 2025Q1: 11,174 shares; 2025Q2: 11,776 shares; 2025Q3: 10,756 shares; 2025Q4: 9,306 shares 9,306 $669K <0.01% -1,450 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 4,880 shares; 2025Q4: 4,610 shares 4,610 $668K <0.01% -270 Timeline NFEB 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: 23,686 shares; 2025Q2: 23,686 shares; 2025Q3: 23,686 shares; 2025Q4: 23,676 shares 23,676 $664K <0.01% -10 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 9,335 shares; 2025Q1: 9,618 shares; 2025Q2: 12,962 shares; 2025Q3: 12,736 shares; 2025Q4: 9,566 shares 9,566 $663K <0.01% -3,170 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 8,441 shares; 2025Q4: 24,293 shares 24,293 $660K <0.01% +15,852 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,906 shares; 2024Q4: 17,581 shares; 2025Q1: 13,003 shares; 2025Q2: 12,795 shares; 2025Q3: 12,382 shares; 2025Q4: 12,502 shares 12,502 $658K <0.01% +120 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT 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: 9,429 shares; 2025Q4: 15,776 shares 15,776 $657K <0.01% +6,347 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS 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: 18,296 shares; 2025Q3: 18,320 shares; 2025Q4: 20,509 shares 20,509 $655K <0.01% +2,189 Timeline URTH 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: not reported; 2024Q4: 15,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,523 shares 3,523 $654K <0.01% new Timeline CLOI 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: 30,753 shares; 2024Q4: 16,784 shares; 2025Q1: 15,471 shares; 2025Q2: 14,615 shares; 2025Q3: 10,839 shares; 2025Q4: 12,384 shares 12,384 $654K <0.01% +1,545 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,291 shares; 2025Q4: 18,968 shares 18,968 $654K <0.01% -49,323 Timeline AORT ARTIVION INC More: the full row for ARTIVION 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: 17,703 shares; 2025Q3: 15,721 shares; 2025Q4: 14,328 shares 14,328 $654K <0.01% -1,393 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,250 shares; 2024Q4: 53,250 shares; 2025Q1: 53,250 shares; 2025Q2: 96,250 shares; 2025Q3: 96,250 shares; 2025Q4: 96,250 shares 96,250 $652K <0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 7,315 shares; 2025Q1: 7,259 shares; 2025Q2: 8,872 shares; 2025Q3: 7,633 shares; 2025Q4: 9,879 shares 9,879 $651K <0.01% +2,246 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 4,048 shares; 2025Q1: 3,479 shares; 2025Q2: 4,759 shares; 2025Q3: 5,484 shares; 2025Q4: 4,406 shares 4,406 $650K <0.01% -1,078 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,911 shares; 2024Q4: 23,679 shares; 2025Q1: 16,713 shares; 2025Q2: 16,760 shares; 2025Q3: 16,991 shares; 2025Q4: 16,849 shares 16,849 $648K <0.01% -142 Timeline FBCV 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: 15,434 shares; 2024Q4: 15,370 shares; 2025Q1: 15,955 shares; 2025Q2: 15,452 shares; 2025Q3: 15,378 shares; 2025Q4: 18,166 shares 18,166 $648K <0.01% +2,788 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,785 shares; 2024Q4: 23,689 shares; 2025Q1: 22,236 shares; 2025Q2: 22,558 shares; 2025Q3: 24,736 shares; 2025Q4: 27,550 shares 27,550 $645K <0.01% +2,814 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: 1,200 shares; 2025Q3: not reported; 2025Q4: 8,112 shares 8,112 $643K <0.01% new 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: 20,460 shares; 2024Q4: 20,184 shares; 2025Q1: 20,760 shares; 2025Q2: 22,047 shares; 2025Q3: 12,500 shares; 2025Q4: 15,020 shares 15,020 $641K <0.01% +2,520 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 9,745 shares; 2025Q1: 10,170 shares; 2025Q2: 6,263 shares; 2025Q3: 4,982 shares; 2025Q4: 4,014 shares 4,014 $640K <0.01% -968 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,222 shares; 2025Q1: 3,010 shares; 2025Q2: 4,487 shares; 2025Q3: 6,143 shares; 2025Q4: 3,642 shares 3,642 $639K <0.01% -2,501 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,871 shares; 2024Q4: 8,720 shares; 2025Q1: 9,123 shares; 2025Q2: 7,649 shares; 2025Q3: 11,943 shares; 2025Q4: 11,967 shares 11,967 $639K <0.01% +24 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,820 shares; 2024Q4: 12,799 shares; 2025Q1: 10,128 shares; 2025Q2: 9,683 shares; 2025Q3: 3,741 shares; 2025Q4: 3,597 shares 3,597 $638K <0.01% -144 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,100 shares 6,100 $637K <0.01% new Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,895 shares; 2024Q4: 73,692 shares; 2025Q1: 80,918 shares; 2025Q2: 60,617 shares; 2025Q3: 65,708 shares; 2025Q4: 62,541 shares 62,541 $637K <0.01% -3,167 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,628 shares; 2024Q4: 35,589 shares; 2025Q1: 61,147 shares; 2025Q2: 40,605 shares; 2025Q3: 33,680 shares; 2025Q4: 26,828 shares 26,828 $636K <0.01% -6,852 Timeline FMDE 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: 15,693 shares; 2024Q4: 16,525 shares; 2025Q1: 17,104 shares; 2025Q2: 17,142 shares; 2025Q3: 20,144 shares; 2025Q4: 17,450 shares 17,450 $635K <0.01% -2,694 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,932 shares; 2024Q4: 18,098 shares; 2025Q1: 14,664 shares; 2025Q2: 13,548 shares; 2025Q3: 13,439 shares; 2025Q4: 16,595 shares 16,595 $632K <0.01% +3,156 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,576 shares; 2024Q4: 9,335 shares; 2025Q1: 8,880 shares; 2025Q2: 8,385 shares; 2025Q3: 9,039 shares; 2025Q4: 7,704 shares 7,704 $631K <0.01% -1,335 Timeline NULV 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: 11,856 shares; 2024Q4: 12,511 shares; 2025Q1: 13,135 shares; 2025Q2: 13,749 shares; 2025Q3: 14,090 shares; 2025Q4: 13,968 shares 13,968 $629K <0.01% -122 Timeline DFGR 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: 24,598 shares; 2024Q4: 22,255 shares; 2025Q1: 22,778 shares; 2025Q2: 22,699 shares; 2025Q3: 23,768 shares; 2025Q4: 23,728 shares 23,728 $627K <0.01% -40 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 6,298 shares; 2025Q1: 5,513 shares; 2025Q2: 7,432 shares; 2025Q3: 10,265 shares; 2025Q4: 9,732 shares 9,732 $626K <0.01% -533 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS 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: 10,502 shares; 2025Q4: 13,987 shares 13,987 $626K <0.01% +3,485 Timeline XBMNX BLACKROCK 2037 MUNICIPAL TAR More: the full row for BLACKROCK 2037 MUNICIPAL TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,462 shares; 2024Q4: 21,420 shares; 2025Q1: 21,200 shares; 2025Q2: 24,048 shares; 2025Q3: 23,961 shares; 2025Q4: 23,910 shares 23,910 $626K <0.01% -51 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,846 shares; 2024Q4: 108,086 shares; 2025Q1: 93,976 shares; 2025Q2: 64,215 shares; 2025Q3: 72,768 shares; 2025Q4: 49,377 shares 49,377 $625K <0.01% -23,391 Timeline BUFS 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: 21,887 shares; 2025Q4: 27,365 shares 27,365 $625K <0.01% +5,478 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,752 shares; 2025Q1: not reported; 2025Q2: 2,463 shares; 2025Q3: 2,651 shares; 2025Q4: 2,869 shares 2,869 $624K <0.01% +218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,810 shares; 2025Q4: 14,112 shares 14,112 $623K <0.01% +7,302 Timeline SMIN 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: 5,094 shares; 2024Q4: 5,931 shares; 2025Q1: 8,301 shares; 2025Q2: 8,438 shares; 2025Q3: 8,771 shares; 2025Q4: 8,897 shares 8,897 $622K <0.01% +126 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 12,728 shares; 2025Q1: 14,778 shares; 2025Q2: 21,878 shares; 2025Q3: 20,631 shares; 2025Q4: 20,594 shares 20,594 $622K <0.01% -37 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,827 shares; 2024Q4: 26,900 shares; 2025Q1: 29,248 shares; 2025Q2: 32,029 shares; 2025Q3: 31,345 shares; 2025Q4: 30,898 shares 30,898 $622K <0.01% -447 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC 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: 19,501 shares; 2025Q3: 34,558 shares; 2025Q4: 29,511 shares 29,511 $621K <0.01% -5,047 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: 22,060 shares; 2024Q4: 30,898 shares; 2025Q1: 26,054 shares; 2025Q2: 13,751 shares; 2025Q3: 10,528 shares; 2025Q4: 10,533 shares 10,533 $620K <0.01% +5 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,905 shares; 2024Q4: 38,058 shares; 2025Q1: 37,192 shares; 2025Q2: 39,119 shares; 2025Q3: 41,106 shares; 2025Q4: 7,774 shares 7,774 $619K <0.01% -33,332 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,127 shares; 2024Q4: 119,561 shares; 2025Q1: 138,547 shares; 2025Q2: 123,531 shares; 2025Q3: 115,576 shares; 2025Q4: 28,171 shares 28,171 $619K <0.01% -87,405 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,169 shares; 2024Q4: 15,355 shares; 2025Q1: 14,332 shares; 2025Q2: 13,882 shares; 2025Q3: 13,650 shares; 2025Q4: 13,267 shares 13,267 $619K <0.01% -383 Timeline DMAR 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: 12,318 shares; 2024Q4: 12,030 shares; 2025Q1: 14,472 shares; 2025Q2: 15,001 shares; 2025Q3: 14,946 shares; 2025Q4: 14,843 shares 14,843 $618K <0.01% -103 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,273 shares; 2024Q4: 7,715 shares; 2025Q1: 7,551 shares; 2025Q2: 9,760 shares; 2025Q3: 8,471 shares; 2025Q4: 7,439 shares 7,439 $616K <0.01% -1,032 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,386 shares; 2024Q4: 41,373 shares; 2025Q1: 41,276 shares; 2025Q2: 41,249 shares; 2025Q3: 41,895 shares; 2025Q4: 41,887 shares 41,887 $616K <0.01% -8 Timeline MNBD ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,608 shares; 2025Q3: 23,708 shares; 2025Q4: 23,708 shares 23,708 $616K <0.01% 0 Timeline RWO 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: 10,686 shares; 2024Q4: 11,986 shares; 2025Q1: 12,774 shares; 2025Q2: 12,833 shares; 2025Q3: 13,232 shares; 2025Q4: 13,674 shares 13,674 $616K <0.01% +442 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,202 shares; 2024Q4: 42,613 shares; 2025Q1: 30,220 shares; 2025Q2: 18,740 shares; 2025Q3: 17,580 shares; 2025Q4: 15,903 shares 15,903 $615K <0.01% -1,677 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,626 shares; 2025Q1: 13,348 shares; 2025Q2: 14,506 shares; 2025Q3: 20,496 shares; 2025Q4: 24,053 shares 24,053 $615K <0.01% +3,557 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 16,260 shares; 2025Q1: 23,092 shares; 2025Q2: 26,067 shares; 2025Q3: 25,621 shares; 2025Q4: 23,235 shares 23,235 $614K <0.01% -2,386 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,459 shares; 2024Q4: 18,619 shares; 2025Q1: 19,212 shares; 2025Q2: 18,140 shares; 2025Q3: 18,312 shares; 2025Q4: 20,208 shares 20,208 $613K <0.01% +1,896 Timeline QTUM 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: 3,005 shares; 2025Q4: 5,590 shares 5,590 $613K <0.01% +2,585 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,934 shares; 2025Q1: 9,055 shares; 2025Q2: 10,417 shares; 2025Q3: 13,968 shares; 2025Q4: 15,743 shares 15,743 $613K <0.01% +1,775 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 8,619 shares; 2025Q1: 10,236 shares; 2025Q2: 3,732 shares; 2025Q3: 5,675 shares; 2025Q4: 7,611 shares 7,611 $609K <0.01% +1,936 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,151 shares; 2024Q4: 28,478 shares; 2025Q1: 29,423 shares; 2025Q2: 33,446 shares; 2025Q3: 30,894 shares; 2025Q4: 27,599 shares 27,599 $609K <0.01% -3,295 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: not reported; 2025Q4: 12,750 shares 12,750 $608K <0.01% new Timeline ZMAR 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: 27,650 shares; 2025Q2: 23,650 shares; 2025Q3: 23,650 shares; 2025Q4: 21,939 shares 21,939 $603K <0.01% -1,711 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: 4,484 shares; 2024Q4: 5,225 shares; 2025Q1: 4,973 shares; 2025Q2: 5,307 shares; 2025Q3: 5,410 shares; 2025Q4: 5,466 shares 5,466 $602K <0.01% +56 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,859 shares; 2024Q4: 49,906 shares; 2025Q1: 44,730 shares; 2025Q2: 26,718 shares; 2025Q3: 31,070 shares; 2025Q4: 33,435 shares 33,435 $602K <0.01% +2,365 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: 3,331 shares; 2024Q4: 2,953 shares; 2025Q1: 3,843 shares; 2025Q2: 3,152 shares; 2025Q3: 2,435 shares; 2025Q4: 3,672 shares 3,672 $602K <0.01% +1,237 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 6,199 shares; 2025Q1: 6,190 shares; 2025Q2: 6,516 shares; 2025Q3: 6,784 shares; 2025Q4: 6,784 shares 6,784 $601K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,572 shares; 2025Q4: 17,572 shares 17,572 $601K <0.01% 0 Timeline FLJP 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: 17,171 shares; 2024Q4: 16,959 shares; 2025Q1: 16,869 shares; 2025Q2: 15,965 shares; 2025Q3: 16,404 shares; 2025Q4: 17,445 shares 17,445 $601K <0.01% +1,041 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,559 shares; 2024Q4: 30,685 shares; 2025Q1: 33,626 shares; 2025Q2: 33,379 shares; 2025Q3: 33,107 shares; 2025Q4: 33,410 shares 33,410 $600K <0.01% +303 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,036 shares; 2025Q4: 7,588 shares 7,588 $599K <0.01% +3,552 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,649 shares; 2024Q4: 11,335 shares; 2025Q1: 9,697 shares; 2025Q2: 9,769 shares; 2025Q3: 8,528 shares; 2025Q4: 9,486 shares 9,486 $598K <0.01% +958 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,974 shares; 2024Q4: 8,835 shares; 2025Q1: 5,377 shares; 2025Q2: 21,397 shares; 2025Q3: 6,506 shares; 2025Q4: 8,175 shares 8,175 $597K <0.01% +1,669 Timeline IQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,877 shares; 2025Q4: 6,817 shares 6,817 $596K <0.01% +2,940 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,126 shares; 2025Q1: 4,584 shares; 2025Q2: 5,083 shares; 2025Q3: 6,823 shares; 2025Q4: 8,801 shares 8,801 $595K <0.01% +1,978 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,278 shares; 2024Q4: 28,968 shares; 2025Q1: 31,350 shares; 2025Q2: 31,032 shares; 2025Q3: 35,170 shares; 2025Q4: 39,614 shares 39,614 $594K <0.01% +4,444 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: 50,000 shares; 2024Q4: 52,500 shares; 2025Q1: 52,500 shares; 2025Q2: 52,500 shares; 2025Q3: 51,800 shares; 2025Q4: 51,714 shares 51,714 $594K <0.01% -86 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,140 shares; 2024Q4: 26,140 shares; 2025Q1: 38,629 shares; 2025Q2: 47,645 shares; 2025Q3: 63,303 shares; 2025Q4: 41,748 shares 41,748 $592K <0.01% -21,555 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,877 shares; 2024Q4: 6,975 shares; 2025Q1: 6,759 shares; 2025Q2: 6,543 shares; 2025Q3: 6,521 shares; 2025Q4: 6,805 shares 6,805 $589K <0.01% +284 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 6,484 shares; 2025Q1: 6,224 shares; 2025Q2: 5,839 shares; 2025Q3: 4,367 shares; 2025Q4: 4,099 shares 4,099 $589K <0.01% -268 Timeline RDNT RADNET INC More: the full row for RADNET 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: 6,953 shares; 2025Q3: 7,640 shares; 2025Q4: 8,250 shares 8,250 $589K <0.01% +610 Timeline FMAY 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: 15,261 shares; 2024Q4: 11,683 shares; 2025Q1: 11,604 shares; 2025Q2: 12,623 shares; 2025Q3: 12,526 shares; 2025Q4: 10,996 shares 10,996 $588K <0.01% -1,530 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,947 shares; 2024Q4: 29,058 shares; 2025Q1: 31,394 shares; 2025Q2: 31,159 shares; 2025Q3: 31,271 shares; 2025Q4: 31,382 shares 31,382 $587K <0.01% +111 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,730 shares; 2024Q4: 9,008 shares; 2025Q1: 8,777 shares; 2025Q2: 8,562 shares; 2025Q3: 8,610 shares; 2025Q4: 8,186 shares 8,186 $586K <0.01% -424 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 3,999 shares; 2025Q1: 3,697 shares; 2025Q2: 3,787 shares; 2025Q3: 6,266 shares; 2025Q4: 9,588 shares 9,588 $586K <0.01% +3,322 Timeline IYT 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: 11,438 shares; 2024Q4: 11,361 shares; 2025Q1: 11,058 shares; 2025Q2: 10,224 shares; 2025Q3: 8,435 shares; 2025Q4: 7,853 shares 7,853 $585K <0.01% -582 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: 2,251 shares; 2024Q4: 2,060 shares; 2025Q1: 2,151 shares; 2025Q2: 2,286 shares; 2025Q3: 2,251 shares; 2025Q4: 2,252 shares 2,252 $582K <0.01% +1 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: 37,211 shares; 2024Q4: 36,706 shares; 2025Q1: 34,035 shares; 2025Q2: 36,761 shares; 2025Q3: 18,094 shares; 2025Q4: 22,706 shares 22,706 $582K <0.01% +4,612 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: 378,306 shares; 2024Q4: 173,348 shares; 2025Q1: 63,280 shares; 2025Q2: 50,953 shares; 2025Q3: 37,702 shares; 2025Q4: 30,464 shares 30,464 $582K <0.01% -7,238 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 4,318 shares; 2025Q2: 5,630 shares; 2025Q3: 7,061 shares; 2025Q4: 6,881 shares 6,881 $581K <0.01% -180 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: not reported; 2025Q1: 2,190 shares; 2025Q2: 2,729 shares; 2025Q3: 3,816 shares; 2025Q4: 4,668 shares 4,668 $581K <0.01% +852 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,137 shares; 2025Q3: 9,043 shares; 2025Q4: 12,013 shares 12,013 $581K <0.01% +2,970 Timeline NULG 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: 5,729 shares; 2024Q4: 5,587 shares; 2025Q1: 6,151 shares; 2025Q2: 6,328 shares; 2025Q3: 6,033 shares; 2025Q4: 5,923 shares 5,923 $579K <0.01% -110 Timeline SUSC 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: 37,933 shares; 2024Q4: 37,972 shares; 2025Q1: 22,982 shares; 2025Q2: 24,906 shares; 2025Q3: 24,727 shares; 2025Q4: 24,736 shares 24,736 $578K <0.01% +9 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,034 shares; 2024Q4: 33,434 shares; 2025Q1: 28,564 shares; 2025Q2: 28,564 shares; 2025Q3: 53,450 shares; 2025Q4: 59,200 shares 59,200 $578K <0.01% +5,750 Timeline TPZ 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: 27,646 shares; 2025Q1: 28,545 shares; 2025Q2: 28,585 shares; 2025Q3: 28,359 shares; 2025Q4: 28,294 shares 28,294 $577K <0.01% -65 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,800 shares; 2024Q4: 33,122 shares; 2025Q1: 32,236 shares; 2025Q2: 30,415 shares; 2025Q3: 30,257 shares; 2025Q4: 30,533 shares 30,533 $575K <0.01% +276 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: 15,282 shares; 2024Q4: 15,310 shares; 2025Q1: 16,393 shares; 2025Q2: 16,500 shares; 2025Q3: 16,373 shares; 2025Q4: 16,356 shares 16,356 $575K <0.01% -17 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: 4,888 shares; 2024Q4: 6,118 shares; 2025Q1: 75,883 shares; 2025Q2: 68,837 shares; 2025Q3: 13,108 shares; 2025Q4: 9,264 shares 9,264 $574K <0.01% -3,844 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,379 shares; 2024Q4: 43,987 shares; 2025Q1: 44,657 shares; 2025Q2: 44,420 shares; 2025Q3: 42,996 shares; 2025Q4: 13,514 shares 13,514 $574K <0.01% -29,482 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 29,065 shares; 2025Q3: 13,573 shares; 2025Q4: 11,221 shares 11,221 $571K <0.01% -2,352 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,881 shares; 2024Q4: 18,989 shares; 2025Q1: 13,918 shares; 2025Q2: 8,091 shares; 2025Q3: 9,300 shares; 2025Q4: 7,647 shares 7,647 $568K <0.01% -1,653 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 17,358 shares; 2025Q1: 13,549 shares; 2025Q2: 11,620 shares; 2025Q3: 10,999 shares; 2025Q4: 11,588 shares 11,588 $565K <0.01% +589 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,459 shares 21,459 $563K <0.01% new Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,955 shares; 2024Q4: 13,138 shares; 2025Q1: 12,963 shares; 2025Q2: 11,035 shares; 2025Q3: 11,380 shares; 2025Q4: 11,155 shares 11,155 $563K <0.01% -225 Timeline PFFV 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: 48,224 shares; 2024Q4: 16,997 shares; 2025Q1: 24,334 shares; 2025Q2: 27,152 shares; 2025Q3: 25,570 shares; 2025Q4: 25,319 shares 25,319 $563K <0.01% -251 Timeline PMBS 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: 5,408 shares; 2024Q4: 5,408 shares; 2025Q1: 5,020 shares; 2025Q2: 4,261 shares; 2025Q3: 5,351 shares; 2025Q4: 11,288 shares 11,288 $561K <0.01% +5,937 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,804 shares; 2025Q1: 3,314 shares; 2025Q2: 3,993 shares; 2025Q3: 2,620 shares; 2025Q4: 2,352 shares 2,352 $561K <0.01% -268 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,465 shares; 2025Q1: 2,313 shares; 2025Q2: 2,139 shares; 2025Q3: 2,530 shares; 2025Q4: 2,602 shares 2,602 $560K <0.01% +72 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,083 shares; 2024Q4: not reported; 2025Q1: 2,048 shares; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 3,055 shares 3,055 $558K <0.01% +1,100 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: 8,849 shares; 2024Q4: 7,901 shares; 2025Q1: 6,801 shares; 2025Q2: 5,779 shares; 2025Q3: 5,447 shares; 2025Q4: 5,341 shares 5,341 $557K <0.01% -106 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 5,531 shares; 2025Q4: 14,026 shares 14,026 $555K <0.01% +8,495 Timeline MCDS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,492 shares; 2025Q2: 10,162 shares; 2025Q3: 10,381 shares; 2025Q4: 9,464 shares 9,464 $554K <0.01% -917 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,408 shares; 2024Q4: 70,146 shares; 2025Q1: 71,254 shares; 2025Q2: 71,220 shares; 2025Q3: 71,396 shares; 2025Q4: 17,584 shares 17,584 $553K <0.01% -53,812 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,006 shares; 2024Q4: 19,818 shares; 2025Q1: 19,724 shares; 2025Q2: 19,783 shares; 2025Q3: 19,637 shares; 2025Q4: 18,953 shares 18,953 $553K <0.01% -684 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,507 shares; 2024Q4: 60,960 shares; 2025Q1: 42,375 shares; 2025Q2: 24,748 shares; 2025Q3: 22,462 shares; 2025Q4: 15,332 shares 15,332 $552K <0.01% -7,130 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,549 shares; 2024Q4: 36,100 shares; 2025Q1: 33,696 shares; 2025Q2: 33,541 shares; 2025Q3: 34,169 shares; 2025Q4: 35,829 shares 35,829 $551K <0.01% +1,660 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,683 shares; 2024Q4: 43,854 shares; 2025Q1: 38,376 shares; 2025Q2: 38,462 shares; 2025Q3: 36,983 shares; 2025Q4: 36,016 shares 36,016 $551K <0.01% -967 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: 13,004 shares; 2024Q4: 13,619 shares; 2025Q1: 12,218 shares; 2025Q2: 22,971 shares; 2025Q3: 23,273 shares; 2025Q4: 24,941 shares 24,941 $550K <0.01% +1,668 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS 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: 7,196 shares; 2025Q3: 16,812 shares; 2025Q4: 5,068 shares 5,068 $550K <0.01% -11,744 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,235 shares; 2024Q4: 17,643 shares; 2025Q1: 21,777 shares; 2025Q2: 26,742 shares; 2025Q3: 22,688 shares; 2025Q4: 14,325 shares 14,325 $549K <0.01% -8,363 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: 4,403 shares; 2024Q4: 4,394 shares; 2025Q1: 4,388 shares; 2025Q2: 4,375 shares; 2025Q3: 4,711 shares; 2025Q4: 4,707 shares 4,707 $549K <0.01% -4 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,208 shares; 2024Q4: 9,541 shares; 2025Q1: 8,639 shares; 2025Q2: 8,957 shares; 2025Q3: 7,976 shares; 2025Q4: 8,205 shares 8,205 $549K <0.01% +229 Timeline DAPR 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: 10,047 shares; 2024Q4: 10,534 shares; 2025Q1: 11,033 shares; 2025Q2: 13,510 shares; 2025Q3: 13,760 shares; 2025Q4: 13,906 shares 13,906 $547K <0.01% +146 Timeline UNOV 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: 14,612 shares; 2025Q1: 14,534 shares; 2025Q2: 14,534 shares; 2025Q3: 14,747 shares; 2025Q4: 14,347 shares 14,347 $546K <0.01% -400 Timeline VC VISTEON CORP More: the full row for VISTEON 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: 7,742 shares; 2025Q3: 5,927 shares; 2025Q4: 5,707 shares 5,707 $543K <0.01% -220 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 16,384 shares; 2025Q3: 16,011 shares; 2025Q4: 17,410 shares 17,410 $542K <0.01% +1,399 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,972 shares; 2024Q4: 16,904 shares; 2025Q1: 16,835 shares; 2025Q2: 17,208 shares; 2025Q3: 17,152 shares; 2025Q4: 17,150 shares 17,150 $539K <0.01% -2 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,777 shares; 2024Q4: 8,152 shares; 2025Q1: 8,142 shares; 2025Q2: 8,173 shares; 2025Q3: 8,016 shares; 2025Q4: 9,332 shares 9,332 $538K <0.01% +1,316 Timeline IEZ 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: 22,976 shares; 2025Q2: 36,457 shares; 2025Q3: 47,341 shares; 2025Q4: 25,766 shares 25,766 $538K <0.01% -21,575 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,851 shares; 2024Q4: 21,817 shares; 2025Q1: 21,817 shares; 2025Q2: 21,570 shares; 2025Q3: 21,570 shares; 2025Q4: 21,570 shares 21,570 $538K <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,200 shares; 2024Q4: 28,358 shares; 2025Q1: 21,722 shares; 2025Q2: 22,516 shares; 2025Q3: 19,237 shares; 2025Q4: 18,521 shares 18,521 $537K <0.01% -716 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,771 shares; 2025Q1: 17,771 shares; 2025Q2: 17,771 shares; 2025Q3: 17,771 shares; 2025Q4: 17,806 shares 17,806 $537K <0.01% +35 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 15,640 shares; 2025Q3: 21,440 shares; 2025Q4: 20,840 shares 20,840 $534K <0.01% -600 Timeline TFLO 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: 17,302 shares; 2024Q4: 11,413 shares; 2025Q1: 14,431 shares; 2025Q2: 19,389 shares; 2025Q3: 24,349 shares; 2025Q4: 10,522 shares 10,522 $531K <0.01% -13,827 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,154 shares; 2024Q4: 19,191 shares; 2025Q1: 19,228 shares; 2025Q2: 19,304 shares; 2025Q3: 19,341 shares; 2025Q4: 14,344 shares 14,344 $531K <0.01% -4,997 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 4,066 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares 4,066 $530K <0.01% 0 Timeline