FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,927 shares; 2025Q1: 12,294 shares; 2025Q2: 12,372 shares; 2025Q3: 8,279 shares; 2025Q4: 8,959 shares; 2026Q1: 8,435 shares 8,435 $323K 0.02% -524 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,155 shares; 2025Q1: 5,729 shares; 2025Q2: 1,619 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,475 shares 1,475 $323K 0.02% +56 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818 shares; 2025Q1: 2,105 shares; 2025Q2: 2,110 shares; 2025Q3: 2,116 shares; 2025Q4: 2,123 shares; 2026Q1: 2,128 shares 2,128 $322K 0.02% +5 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 275 shares; 2025Q4: 825 shares; 2026Q1: 3,556 shares 3,556 $320K 0.02% +2,731 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 341 shares; 2025Q4: 342 shares; 2026Q1: 1,564 shares 1,564 $319K 0.02% +1,222 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,877 shares; 2025Q1: 5,523 shares; 2025Q2: 5,559 shares; 2025Q3: 5,711 shares; 2025Q4: 5,789 shares; 2026Q1: 5,494 shares 5,494 $317K 0.02% -295 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: 1,611 shares; 2025Q2: 1,808 shares; 2025Q3: 1,763 shares; 2025Q4: 1,762 shares; 2026Q1: 2,324 shares 2,324 $315K 0.02% +562 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,509 shares; 2025Q1: 5,223 shares; 2025Q2: 5,313 shares; 2025Q3: 5,819 shares; 2025Q4: 5,388 shares; 2026Q1: 5,072 shares 5,072 $310K 0.02% -316 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 6,754 shares; 2025Q3: 6,754 shares; 2025Q4: 8,444 shares; 2026Q1: 7,871 shares 7,871 $310K 0.02% -573 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 475 shares; 2025Q3: 3,088 shares; 2025Q4: 3,665 shares; 2026Q1: 4,853 shares 4,853 $306K 0.02% +1,188 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 959 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 774 shares; 2025Q4: 10,214 shares; 2026Q1: 8,728 shares 8,728 $306K 0.02% -1,486 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 7,181 shares; 2025Q2: 7,085 shares; 2025Q3: 7,811 shares; 2025Q4: 1,390 shares; 2026Q1: 1,358 shares 1,358 $305K 0.02% -32 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,079 shares; 2025Q1: 2,129 shares; 2025Q2: 2,793 shares; 2025Q3: 2,099 shares; 2025Q4: 1,864 shares; 2026Q1: 2,695 shares 2,695 $300K 0.02% +831 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,858 shares; 2025Q1: 8,923 shares; 2025Q2: 10,131 shares; 2025Q3: 9,933 shares; 2025Q4: 9,535 shares; 2026Q1: 6,610 shares 6,610 $299K 0.02% -2,925 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 1,810 shares; 2025Q2: 8,266 shares; 2025Q3: 9,163 shares; 2025Q4: 7,307 shares; 2026Q1: 5,976 shares 5,976 $297K 0.02% -1,331 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,135 shares; 2025Q1: 3,012 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,131 shares; 2026Q1: 3,132 shares 3,132 $295K 0.02% +1 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,359 shares; 2025Q1: 1,331 shares; 2025Q2: 1,330 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares; 2026Q1: 1,357 shares 1,357 $294K 0.02% +3 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,907 shares; 2025Q1: 3,874 shares; 2025Q2: 3,709 shares; 2025Q3: 3,713 shares; 2025Q4: 3,718 shares; 2026Q1: 5,357 shares 5,357 $294K 0.02% +1,639 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,074 shares; 2025Q1: 11,095 shares; 2025Q2: 12,267 shares; 2025Q3: 11,076 shares; 2025Q4: 11,110 shares; 2026Q1: 10,044 shares 10,044 $288K 0.01% -1,066 Timeline CGSM 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,733 shares; 2025Q1: 4,651 shares; 2025Q2: 4,100 shares; 2025Q3: 4,132 shares; 2025Q4: 4,165 shares; 2026Q1: 10,842 shares 10,842 $285K 0.01% +6,677 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,806 shares; 2025Q2: 6,806 shares; 2025Q3: 6,806 shares; 2025Q4: 6,806 shares; 2026Q1: 6,806 shares 6,806 $284K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,019 shares; 2025Q1: 2,742 shares; 2025Q2: 2,259 shares; 2025Q3: 2,526 shares; 2025Q4: 2,591 shares; 2026Q1: 2,729 shares 2,729 $282K 0.01% +138 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,348 shares; 2025Q1: 1,949 shares; 2025Q2: 1,823 shares; 2025Q3: 3,317 shares; 2025Q4: 2,781 shares; 2026Q1: 2,116 shares 2,116 $282K 0.01% -665 Timeline CGHM 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,033 shares; 2025Q1: 10,492 shares; 2025Q2: 8,892 shares; 2025Q3: 9,760 shares; 2025Q4: 10,835 shares; 2026Q1: 11,062 shares 11,062 $280K 0.01% +227 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,990 shares; 2025Q1: 2,992 shares; 2025Q2: 3,009 shares; 2025Q3: 3,048 shares; 2025Q4: 3,051 shares; 2026Q1: 3,059 shares 3,059 $278K 0.01% +8 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,450 shares; 2026Q1: 11,595 shares 11,595 $278K 0.01% +6,145 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,050 shares; 2026Q1: 11,100 shares 11,100 $277K 0.01% +6,050 Timeline VOOG 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 402 shares; 2025Q4: 389 shares; 2026Q1: 676 shares 676 $276K 0.01% +287 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 860 shares; 2025Q3: 954 shares; 2025Q4: 668 shares; 2026Q1: 567 shares 567 $275K 0.01% -101 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,163 shares; 2025Q1: 1,177 shares; 2025Q2: 1,157 shares; 2025Q3: 1,118 shares; 2025Q4: 1,119 shares; 2026Q1: 1,124 shares 1,124 $275K 0.01% +5 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,110 shares; 2025Q1: 713 shares; 2025Q2: 747 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 722 shares 722 $274K 0.01% -10 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares; 2026Q1: 6,061 shares 6,061 $274K 0.01% +3,860 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,915 shares 5,915 $274K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,534 shares; 2025Q1: 2,640 shares; 2025Q2: 2,591 shares; 2025Q3: 1,624 shares; 2025Q4: 1,571 shares; 2026Q1: 1,456 shares 1,456 $272K 0.01% -115 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,759 shares; 2025Q1: 2,921 shares; 2025Q2: 3,701 shares; 2025Q3: 3,462 shares; 2025Q4: 4,719 shares; 2026Q1: 5,356 shares 5,356 $268K 0.01% +637 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 464 shares; 2025Q1: 5,482 shares; 2025Q2: 5,387 shares; 2025Q3: 5,860 shares; 2025Q4: 749 shares; 2026Q1: 745 shares 745 $267K 0.01% -4 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,604 shares; 2025Q3: 2,191 shares; 2025Q4: 2,306 shares; 2026Q1: 2,227 shares 2,227 $267K 0.01% -79 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,633 shares; 2025Q1: 5,739 shares; 2025Q2: 5,653 shares; 2025Q3: 5,653 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares 5,653 $267K 0.01% 0 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,240 shares; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 12,240 shares; 2026Q1: 12,240 shares 12,240 $266K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,388 shares; 2025Q1: 2,389 shares; 2025Q2: 2,222 shares; 2025Q3: 2,011 shares; 2025Q4: 1,868 shares; 2026Q1: 1,824 shares 1,824 $264K 0.01% -44 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,372 shares; 2025Q1: 6,107 shares; 2025Q2: 4,514 shares; 2025Q3: 5,200 shares; 2025Q4: 4,950 shares; 2026Q1: 2,482 shares 2,482 $263K 0.01% -2,468 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 4,414 shares; 2025Q3: 4,447 shares; 2025Q4: 7,083 shares; 2026Q1: 7,928 shares 7,928 $263K 0.01% +845 Timeline HMOP 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,750 shares; 2025Q1: 6,755 shares; 2025Q2: 6,759 shares; 2025Q3: 6,764 shares; 2025Q4: 6,768 shares; 2026Q1: 6,773 shares 6,773 $262K 0.01% +5 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,127 shares; 2025Q1: 4,209 shares; 2025Q2: 4,200 shares; 2025Q3: 4,220 shares; 2025Q4: 4,123 shares; 2026Q1: 3,987 shares 3,987 $260K 0.01% -136 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 918 shares; 2025Q1: 919 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,260 shares; 2026Q1: 1,460 shares 1,460 $260K 0.01% +200 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,687 shares; 2025Q1: 1,386 shares; 2025Q2: 1,431 shares; 2025Q3: 5,115 shares; 2025Q4: 4,716 shares; 2026Q1: 4,856 shares 4,856 $256K 0.01% +140 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,793 shares; 2025Q1: 4,547 shares; 2025Q2: 4,072 shares; 2025Q3: 3,870 shares; 2025Q4: 3,614 shares; 2026Q1: 3,504 shares 3,504 $255K 0.01% -110 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,578 shares; 2025Q1: 2,717 shares; 2025Q2: 1,595 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,681 shares 1,681 $254K 0.01% +98 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,793 shares; 2025Q1: 6,993 shares; 2025Q2: 7,298 shares; 2025Q3: 8,278 shares; 2025Q4: 8,158 shares; 2026Q1: 8,358 shares 8,358 $253K 0.01% +200 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares; 2025Q4: 6,344 shares; 2026Q1: 6,344 shares 6,344 $253K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,273 shares; 2025Q1: 6,147 shares; 2025Q2: 5,781 shares; 2025Q3: 5,677 shares; 2025Q4: 6,823 shares; 2026Q1: 7,883 shares 7,883 $252K 0.01% +1,060 Timeline OBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 5,570 shares; 2025Q2: 7,570 shares; 2025Q3: 9,470 shares; 2025Q4: 9,850 shares; 2026Q1: 9,850 shares 9,850 $252K 0.01% 0 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,651 shares; 2025Q3: 9,178 shares; 2025Q4: 9,178 shares; 2026Q1: 9,123 shares 9,123 $249K 0.01% -55 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 792 shares; 2026Q1: 786 shares 786 $247K 0.01% -6 Timeline JEMA 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,343 shares; 2025Q1: 3,582 shares; 2025Q2: 3,862 shares; 2025Q3: 4,163 shares; 2025Q4: 4,459 shares; 2026Q1: 4,738 shares 4,738 $247K 0.01% +279 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,078 shares; 2025Q1: 1,029 shares; 2025Q2: 1,193 shares; 2025Q3: 984 shares; 2025Q4: 986 shares; 2026Q1: 943 shares 943 $245K 0.01% -43 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,075 shares; 2025Q1: 11,065 shares; 2025Q2: 10,448 shares; 2025Q3: 9,248 shares; 2025Q4: 9,248 shares; 2026Q1: 9,370 shares 9,370 $245K 0.01% +122 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 837 shares; 2025Q2: 802 shares; 2025Q3: 602 shares; 2025Q4: 1,142 shares; 2026Q1: 1,899 shares 1,899 $244K 0.01% +757 Timeline GOCT 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,236 shares; 2025Q2: 6,236 shares; 2025Q3: 6,236 shares; 2025Q4: 6,236 shares; 2026Q1: 6,236 shares 6,236 $241K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,243 shares; 2025Q1: 4,733 shares; 2025Q2: 4,758 shares; 2025Q3: 4,987 shares; 2025Q4: 4,117 shares; 2026Q1: 3,878 shares 3,878 $240K 0.01% -239 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,774 shares; 2025Q1: 5,333 shares; 2025Q2: 6,242 shares; 2025Q3: 6,451 shares; 2025Q4: 10,056 shares; 2026Q1: 10,231 shares 10,231 $238K 0.01% +175 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,138 shares; 2025Q1: 2,180 shares; 2025Q2: 1,811 shares; 2025Q3: 1,789 shares; 2025Q4: 1,791 shares; 2026Q1: 1,793 shares 1,793 $238K 0.01% +2 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,343 shares; 2025Q1: 1,377 shares; 2025Q2: 1,363 shares; 2025Q3: 1,463 shares; 2025Q4: 1,327 shares; 2026Q1: 1,844 shares 1,844 $236K 0.01% +517 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,505 shares; 2025Q1: 1,497 shares; 2025Q2: 1,439 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,424 shares 1,424 $234K 0.01% +1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,041 shares; 2025Q4: 1,594 shares; 2026Q1: 11,767 shares 11,767 $233K 0.01% +10,173 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 814 shares; 2025Q2: 751 shares; 2025Q3: 1,423 shares; 2025Q4: 1,460 shares; 2026Q1: 1,156 shares 1,156 $229K 0.01% -304 Timeline GBIL 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,204 shares; 2025Q1: 1,767 shares; 2025Q2: 1,640 shares; 2025Q3: 1,894 shares; 2025Q4: 1,976 shares; 2026Q1: 2,271 shares 2,271 $228K 0.01% +295 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares; 2025Q4: 4,933 shares; 2026Q1: 5,093 shares 5,093 $228K 0.01% +160 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 585 shares; 2025Q1: 584 shares; 2025Q2: 588 shares; 2025Q3: 587 shares; 2025Q4: 597 shares; 2026Q1: 1,026 shares 1,026 $227K 0.01% +429 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares; 2026Q1: 2,560 shares 2,560 $226K 0.01% +330 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,469 shares; 2025Q1: 29,975 shares; 2025Q2: 13,005 shares; 2025Q3: 9,884 shares; 2025Q4: 9,914 shares; 2026Q1: 8,227 shares 8,227 $224K 0.01% -1,687 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,931 shares; 2025Q1: 2,294 shares; 2025Q2: 1,681 shares; 2025Q3: 1,883 shares; 2025Q4: 1,784 shares; 2026Q1: 1,783 shares 1,783 $224K 0.01% -1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,482 shares; 2025Q1: 1,533 shares; 2025Q2: 2,113 shares; 2025Q3: 2,143 shares; 2025Q4: 2,162 shares; 2026Q1: 2,063 shares 2,063 $223K 0.01% -99 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 95 shares; 2025Q2: 100 shares; 2025Q3: 107 shares; 2025Q4: 210 shares; 2026Q1: 1,035 shares 1,035 $223K 0.01% +825 Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 5,810 shares; 2025Q4: 6,179 shares; 2026Q1: 6,289 shares 6,289 $222K 0.01% +110 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 4,417 shares; 2025Q4: 417 shares; 2026Q1: 7,417 shares 7,417 $222K 0.01% +7,000 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,810 shares; 2025Q1: 3,425 shares; 2025Q2: 4,690 shares; 2025Q3: 4,493 shares; 2025Q4: 4,493 shares; 2026Q1: 4,395 shares 4,395 $222K 0.01% -98 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,663 shares; 2025Q1: 1,250 shares; 2025Q2: 1,388 shares; 2025Q3: 1,380 shares; 2025Q4: 1,384 shares; 2026Q1: 1,064 shares 1,064 $221K 0.01% -320 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,710 shares; 2025Q1: 2,396 shares; 2025Q2: 2,541 shares; 2025Q3: 2,788 shares; 2025Q4: 4,300 shares; 2026Q1: 4,617 shares 4,617 $221K 0.01% +317 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 631 shares; 2025Q1: 482 shares; 2025Q2: 1,347 shares; 2025Q3: 1,614 shares; 2025Q4: 1,300 shares; 2026Q1: 1,464 shares 1,464 $220K 0.01% +164 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,564 shares; 2025Q1: 5,464 shares; 2025Q2: 4,730 shares; 2025Q3: 5,132 shares; 2025Q4: 5,154 shares; 2026Q1: 5,372 shares 5,372 $219K 0.01% +218 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,501 shares; 2025Q4: 1,581 shares; 2026Q1: 1,941 shares 1,941 $217K 0.01% +360 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,089 shares; 2026Q1: 3,798 shares 3,798 $216K 0.01% -291 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 404 shares; 2025Q2: 602 shares; 2025Q3: 634 shares; 2025Q4: 728 shares; 2026Q1: 714 shares 714 $216K 0.01% -14 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 930 shares; 2025Q1: 1,353 shares; 2025Q2: 1,275 shares; 2025Q3: 1,548 shares; 2025Q4: 1,360 shares; 2026Q1: 1,347 shares 1,347 $216K 0.01% -13 Timeline CIBR 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 4,079 shares; 2025Q3: 5,199 shares; 2025Q4: 5,459 shares; 2026Q1: 3,435 shares 3,435 $215K 0.01% -2,024 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,148 shares; 2025Q2: 1,132 shares; 2025Q3: 1,175 shares; 2025Q4: 1,176 shares; 2026Q1: 1,181 shares 1,181 $215K 0.01% +5 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,094 shares; 2025Q1: 6,623 shares; 2025Q2: 6,500 shares; 2025Q3: 6,562 shares; 2025Q4: 6,258 shares; 2026Q1: 4,699 shares 4,699 $214K 0.01% -1,559 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 2,900 shares; 2025Q2: 2,905 shares; 2025Q3: 2,918 shares; 2025Q4: 2,930 shares; 2026Q1: 2,939 shares 2,939 $213K 0.01% +9 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 674 shares; 2025Q2: 2,004 shares; 2025Q3: 2,658 shares; 2025Q4: 3,675 shares; 2026Q1: 4,094 shares 4,094 $213K 0.01% +419 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 4,097 shares; 2025Q3: 3,049 shares; 2025Q4: 3,348 shares; 2026Q1: 1,457 shares 1,457 $212K 0.01% -1,891 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,047 shares; 2025Q1: 837 shares; 2025Q2: 4,452 shares; 2025Q3: 4,591 shares; 2025Q4: 3,743 shares; 2026Q1: 4,055 shares 4,055 $212K 0.01% +312 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 3,638 shares; 2025Q4: 695 shares; 2026Q1: 2,734 shares 2,734 $212K 0.01% +2,039 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,019 shares; 2025Q1: 2,019 shares; 2025Q2: 2,044 shares; 2025Q3: 2,056 shares; 2025Q4: 2,071 shares; 2026Q1: 6,235 shares 6,235 $212K 0.01% +4,164 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,100 shares; 2025Q1: 9,823 shares; 2025Q2: 8,942 shares; 2025Q3: 9,322 shares; 2025Q4: 9,703 shares; 2026Q1: 9,853 shares 9,853 $212K 0.01% +150 Timeline FAPR 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 4,900 shares; 2025Q3: 4,750 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $211K 0.01% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,197 shares 2,197 $211K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 791 shares; 2025Q2: 803 shares; 2025Q3: 1,189 shares; 2025Q4: 2,553 shares; 2026Q1: 2,933 shares 2,933 $210K 0.01% +380 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,143 shares; 2025Q1: 3,253 shares; 2025Q2: 8,970 shares; 2025Q3: 9,045 shares; 2025Q4: 11,097 shares; 2026Q1: 8,364 shares 8,364 $210K 0.01% -2,733 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 705 shares 705 $210K 0.01% -20 Timeline LMBS 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,667 shares; 2025Q1: 4,379 shares; 2025Q2: 5,792 shares; 2025Q3: 4,476 shares; 2025Q4: 4,252 shares; 2026Q1: 4,205 shares 4,205 $209K 0.01% -47 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,855 shares; 2025Q1: 1,445 shares; 2025Q2: 1,145 shares; 2025Q3: 1,159 shares; 2025Q4: 1,144 shares; 2026Q1: 1,144 shares 1,144 $208K 0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,897 shares; 2025Q1: 3,900 shares; 2025Q2: 3,300 shares; 2025Q3: 3,339 shares; 2025Q4: 3,711 shares; 2026Q1: 4,207 shares 4,207 $208K 0.01% +496 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 879 shares 879 $208K 0.01% -412 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,606 shares; 2025Q1: 8,612 shares; 2025Q2: 8,748 shares; 2025Q3: 5,788 shares; 2025Q4: 5,978 shares; 2026Q1: 6,308 shares 6,308 $207K 0.01% +330 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,873 shares; 2025Q2: 1,718 shares; 2025Q3: 1,333 shares; 2025Q4: 1,170 shares; 2026Q1: 1,293 shares 1,293 $205K 0.01% +123 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,384 shares; 2025Q1: 18,636 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares 4,460 $205K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,937 shares; 2025Q4: 3,937 shares; 2026Q1: 3,697 shares 3,697 $203K 0.01% -240 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 359 shares; 2025Q2: 354 shares; 2025Q3: 338 shares; 2025Q4: 1,838 shares; 2026Q1: 1,955 shares 1,955 $203K 0.01% +117 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,375 shares; 2025Q3: 1,433 shares; 2025Q4: 1,398 shares; 2026Q1: 1,398 shares 1,398 $202K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: 2,219 shares; 2025Q2: 2,723 shares; 2025Q3: 2,694 shares; 2025Q4: 2,535 shares; 2026Q1: 2,560 shares 2,560 $201K 0.01% +25 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,075 shares; 2025Q2: 2,473 shares; 2025Q3: 2,124 shares; 2025Q4: 2,135 shares; 2026Q1: 2,148 shares 2,148 $200K 0.01% +13 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 420 shares; 2026Q1: 421 shares 421 $200K 0.01% +1 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,966 shares; 2025Q2: 12,966 shares; 2025Q3: 7,753 shares; 2025Q4: 7,753 shares; 2026Q1: 7,753 shares 7,753 $199K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,760 shares; 2025Q1: 4,496 shares; 2025Q2: 4,807 shares; 2025Q3: 4,569 shares; 2025Q4: 4,395 shares; 2026Q1: 4,382 shares 4,382 $198K 0.01% -13 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 506 shares; 2025Q1: 448 shares; 2025Q2: 809 shares; 2025Q3: 684 shares; 2025Q4: 958 shares; 2026Q1: 998 shares 998 $198K 0.01% +40 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 974 shares; 2025Q1: 927 shares; 2025Q2: 709 shares; 2025Q3: 825 shares; 2025Q4: 765 shares; 2026Q1: 725 shares 725 $197K 0.01% -40 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,656 shares; 2025Q1: 1,940 shares; 2025Q2: 1,919 shares; 2025Q3: 1,647 shares; 2025Q4: 1,642 shares; 2026Q1: 1,501 shares 1,501 $197K 0.01% -141 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 750 shares; 2025Q2: 553 shares; 2025Q3: 518 shares; 2025Q4: 558 shares; 2026Q1: 593 shares 593 $194K 0.01% +35 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 1,808 shares; 2025Q2: 2,185 shares; 2025Q3: 1,983 shares; 2025Q4: 1,953 shares; 2026Q1: 1,915 shares 1,915 $193K 0.01% -38 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 620 shares; 2025Q3: 700 shares; 2025Q4: 775 shares; 2026Q1: 944 shares 944 $192K 0.01% +169 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,090 shares; 2025Q1: 1,096 shares; 2025Q2: 1,102 shares; 2025Q3: 1,108 shares; 2025Q4: 1,643 shares; 2026Q1: 1,649 shares 1,649 $191K 0.01% +6 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 401 shares; 2026Q1: 397 shares 397 $191K 0.01% -4 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 558 shares; 2025Q2: 692 shares; 2025Q3: 708 shares; 2025Q4: 808 shares; 2026Q1: 794 shares 794 $190K 0.01% -14 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,965 shares; 2025Q1: 4,235 shares; 2025Q2: 5,311 shares; 2025Q3: 2,226 shares; 2025Q4: 2,549 shares; 2026Q1: 2,399 shares 2,399 $190K 0.01% -150 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,577 shares; 2025Q1: 5,890 shares; 2025Q2: 5,428 shares; 2025Q3: 7,386 shares; 2025Q4: 6,902 shares; 2026Q1: 5,023 shares 5,023 $190K 0.01% -1,879 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: 4,311 shares; 2025Q3: 2,315 shares; 2025Q4: 2,341 shares; 2026Q1: 2,323 shares 2,323 $190K 0.01% -18 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 1,299 shares 1,299 $189K 0.01% +1,295 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,061 shares; 2025Q1: 12,503 shares; 2025Q2: 12,353 shares; 2025Q3: 11,503 shares; 2025Q4: 9,903 shares; 2026Q1: 9,083 shares 9,083 $188K 0.01% -820 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,769 shares; 2025Q1: 76,664 shares; 2025Q2: 108,769 shares; 2025Q3: 125,817 shares; 2025Q4: 133,767 shares; 2026Q1: 142,057 shares 142,057 $188K 0.01% +8,290 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 366 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 348 shares; 2026Q1: 358 shares 358 $187K 0.01% +10 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,001 shares; 2025Q1: 5,822 shares; 2025Q2: 4,575 shares; 2025Q3: 4,267 shares; 2025Q4: 3,918 shares; 2026Q1: 2,057 shares 2,057 $186K 0.01% -1,861 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 51,625 shares; 2025Q2: 70,697 shares; 2025Q3: 98,238 shares; 2025Q4: 5,827 shares; 2026Q1: 4,012 shares 4,012 $186K 0.01% -1,815 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 23 shares; 2025Q2: 24 shares; 2025Q3: 43 shares; 2025Q4: 47 shares; 2026Q1: 44 shares 44 $186K 0.01% -3 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,431 shares; 2025Q1: 127,260 shares; 2025Q2: 122,659 shares; 2025Q3: 20,131 shares; 2025Q4: 17,534 shares; 2026Q1: 10,293 shares 10,293 $185K 0.01% -7,241 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,303 shares; 2025Q2: 36,163 shares; 2025Q3: 49,723 shares; 2025Q4: 2,942 shares; 2026Q1: 2,008 shares 2,008 $185K 0.01% -934 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 9 shares; 2025Q2: 228 shares; 2025Q3: 382 shares; 2025Q4: 803 shares; 2026Q1: 804 shares 804 $185K 0.01% +1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 348 shares; 2025Q2: 315 shares; 2025Q3: 254 shares; 2025Q4: 274 shares; 2026Q1: 213 shares 213 $184K 0.01% -61 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,763 shares; 2025Q1: 3,984 shares; 2025Q2: 2,920 shares; 2025Q3: 2,929 shares; 2025Q4: 2,936 shares; 2026Q1: 2,942 shares 2,942 $184K 0.01% +6 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,516 shares; 2025Q1: 1,568 shares; 2025Q2: 1,528 shares; 2025Q3: 1,568 shares; 2025Q4: 1,602 shares; 2026Q1: 1,631 shares 1,631 $183K 0.01% +29 Timeline JMSI 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,680 shares 3,680 $183K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 891 shares; 2025Q1: 709 shares; 2025Q2: 498 shares; 2025Q3: 503 shares; 2025Q4: 513 shares; 2026Q1: 509 shares 509 $183K 0.01% -4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 656 shares; 2025Q2: 655 shares; 2025Q3: 925 shares; 2025Q4: 950 shares; 2026Q1: 621 shares 621 $182K 0.01% -329 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 487 shares; 2025Q2: 439 shares; 2025Q3: 426 shares; 2025Q4: 386 shares; 2026Q1: 370 shares 370 $182K 0.01% -16 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,933 shares; 2025Q1: 1,798 shares; 2025Q2: 1,498 shares; 2025Q3: 1,288 shares; 2025Q4: 800 shares; 2026Q1: 4,527 shares 4,527 $182K 0.01% +3,727 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,272 shares; 2025Q1: 11,930 shares; 2025Q2: 13,251 shares; 2025Q3: 13,812 shares; 2025Q4: 14,309 shares; 2026Q1: 15,641 shares 15,641 $180K 0.01% +1,332 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,889 shares; 2025Q1: 2,564 shares; 2025Q2: 3,105 shares; 2025Q3: 2,465 shares; 2025Q4: 2,013 shares; 2026Q1: 1,937 shares 1,937 $180K 0.01% -76 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,283 shares; 2025Q1: 5,668 shares; 2025Q2: 4,497 shares; 2025Q3: 4,539 shares; 2025Q4: 4,835 shares; 2026Q1: 3,830 shares 3,830 $180K 0.01% -1,005 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 993 shares; 2025Q1: 980 shares; 2025Q2: 971 shares; 2025Q3: 955 shares; 2025Q4: 946 shares; 2026Q1: 882 shares 882 $179K 0.01% -64 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 193 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 217 shares; 2026Q1: 1,941 shares 1,941 $179K 0.01% +1,724 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 1,423 shares; 2025Q2: 1,715 shares; 2025Q3: 1,757 shares; 2025Q4: 1,823 shares; 2026Q1: 1,831 shares 1,831 $178K 0.01% +8 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,335 shares; 2025Q1: 1,642 shares; 2025Q2: 1,538 shares; 2025Q3: 1,559 shares; 2025Q4: 1,517 shares; 2026Q1: 1,497 shares 1,497 $177K 0.01% -20 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,556 shares; 2025Q3: 3,569 shares; 2025Q4: 3,580 shares; 2026Q1: 3,591 shares 3,591 $174K 0.01% +11 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,337 shares; 2025Q1: 11,957 shares; 2025Q2: 5,766 shares; 2025Q3: 5,997 shares; 2025Q4: 5,179 shares; 2026Q1: 5,341 shares 5,341 $173K 0.01% +162 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100,670 shares; 2025Q2: 138,455 shares; 2025Q3: 193,873 shares; 2025Q4: 11,099 shares; 2026Q1: 7,512 shares 7,512 $173K 0.01% -3,587 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,911 shares; 2026Q1: 15,557 shares 15,557 $172K 0.01% +1,646 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,035 shares; 2025Q1: 1,045 shares; 2025Q2: 1,059 shares; 2025Q3: 965 shares; 2025Q4: 975 shares; 2026Q1: 998 shares 998 $172K 0.01% +23 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 840 shares; 2026Q1: 2,161 shares 2,161 $171K 0.01% +1,321 Timeline JIVE 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,732 shares; 2025Q4: 1,880 shares; 2026Q1: 1,996 shares 1,996 $171K 0.01% +116 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,768 shares; 2025Q1: 1,859 shares; 2025Q2: 1,764 shares; 2025Q3: 1,765 shares; 2025Q4: 1,809 shares; 2026Q1: 1,822 shares 1,822 $170K 0.01% +13 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 3,537 shares; 2025Q2: 3,537 shares; 2025Q3: 3,537 shares; 2025Q4: 3,537 shares; 2026Q1: 3,537 shares 3,537 $169K 0.01% 0 Timeline BSCQ 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,892 shares; 2025Q1: 3,892 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares; 2025Q4: 8,124 shares; 2026Q1: 8,490 shares 8,490 $166K 0.01% +366 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 660 shares; 2025Q2: 694 shares; 2025Q3: 706 shares; 2025Q4: 727 shares; 2026Q1: 742 shares 742 $165K 0.01% +15 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,654 shares; 2026Q1: 1,430 shares 1,430 $165K 0.01% -224 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 611 shares; 2025Q1: 619 shares; 2025Q2: 620 shares; 2025Q3: 647 shares; 2025Q4: 608 shares; 2026Q1: 608 shares 608 $165K 0.01% 0 Timeline NEAR 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,737 shares; 2025Q1: 1,437 shares; 2025Q2: 1,599 shares; 2025Q3: 2,819 shares; 2025Q4: 2,930 shares; 2026Q1: 3,238 shares 3,238 $165K 0.01% +308 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares 1,372 $164K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,534 shares; 2025Q1: 4,423 shares; 2025Q2: 3,659 shares; 2025Q3: 1,553 shares; 2025Q4: 1,588 shares; 2026Q1: 1,482 shares 1,482 $164K 0.01% -106 Timeline RPHS TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,219 shares; 2025Q2: 20,661 shares; 2025Q3: 16,177 shares; 2025Q4: 16,693 shares; 2026Q1: 16,693 shares 16,693 $162K 0.01% 0 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,104 shares; 2025Q1: 1,620 shares; 2025Q2: 3,960 shares; 2025Q3: 3,798 shares; 2025Q4: 3,798 shares; 2026Q1: 4,005 shares 4,005 $161K 0.01% +207 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,804 shares; 2025Q1: 7,455 shares; 2025Q2: 7,504 shares; 2025Q3: 3,236 shares; 2025Q4: 3,236 shares; 2026Q1: 3,236 shares 3,236 $160K 0.01% 0 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,010 shares; 2025Q1: 3,015 shares; 2025Q2: 2,986 shares; 2025Q3: 2,990 shares; 2025Q4: 2,994 shares; 2026Q1: 3,835 shares 3,835 $160K 0.01% +841 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 65 shares; 2025Q3: 77 shares; 2025Q4: 85 shares; 2026Q1: 565 shares 565 $159K 0.01% +480 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: 710 shares; 2025Q2: 760 shares; 2025Q3: 752 shares; 2025Q4: 849 shares; 2026Q1: 835 shares 835 $158K 0.01% -14 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,448 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,448 shares; 2025Q4: 1,449 shares; 2026Q1: 1,432 shares 1,432 $157K 0.01% -17 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,527 shares; 2025Q1: 5,537 shares; 2025Q2: 2,107 shares; 2025Q3: 2,132 shares; 2025Q4: 2,107 shares; 2026Q1: 3,386 shares 3,386 $157K 0.01% +1,279 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 738 shares; 2025Q1: 1,343 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,374 shares; 2026Q1: 1,390 shares 1,390 $157K 0.01% +16 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 750 shares; 2025Q2: 738 shares; 2025Q3: 740 shares; 2025Q4: 763 shares; 2026Q1: 746 shares 746 $157K 0.01% -17 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,491 shares; 2025Q1: 1,663 shares; 2025Q2: 1,661 shares; 2025Q3: 1,673 shares; 2025Q4: 1,940 shares; 2026Q1: 1,953 shares 1,953 $156K 0.01% +13 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,711 shares; 2025Q1: 4,426 shares; 2025Q2: 4,555 shares; 2025Q3: 4,426 shares; 2025Q4: 5,532 shares; 2026Q1: 11,535 shares 11,535 $156K 0.01% +6,003 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: 360 shares; 2025Q2: 702 shares; 2025Q3: 2,960 shares; 2025Q4: 3,295 shares; 2026Q1: 3,347 shares 3,347 $155K 0.01% +52 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 140 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 140 shares; 2026Q1: 141 shares 141 $154K 0.01% +1 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 315 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 339 shares; 2026Q1: 1,025 shares 1,025 $154K 0.01% +686 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares; 2026Q1: 1,096 shares 1,096 $153K 0.01% +756 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: 634 shares; 2025Q2: 698 shares; 2025Q3: 833 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894 $153K 0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 316 shares; 2025Q4: 321 shares; 2026Q1: 461 shares 461 $151K 0.01% +140 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,659 shares; 2025Q1: 1,007 shares; 2025Q2: 868 shares; 2025Q3: 1,014 shares; 2025Q4: 697 shares; 2026Q1: 842 shares 842 $151K 0.01% +145 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 570 shares; 2025Q1: 246 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 1,019 shares; 2026Q1: 2,007 shares 2,007 $151K 0.01% +988 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 621 shares; 2025Q1: 661 shares; 2025Q2: 609 shares; 2025Q3: 611 shares; 2025Q4: 617 shares; 2026Q1: 538 shares 538 $149K 0.01% -79 Timeline JIG 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,742 shares; 2025Q4: 1,888 shares; 2026Q1: 2,008 shares 2,008 $149K 0.01% +120 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,650 shares; 2025Q2: 33,254 shares; 2025Q3: 37,143 shares; 2025Q4: 1,895 shares; 2026Q1: 1,861 shares 1,861 $149K 0.01% -34 Timeline BLV 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,185 shares; 2025Q1: 6,856 shares; 2025Q2: 5,041 shares; 2025Q3: 3,364 shares; 2025Q4: 2,205 shares; 2026Q1: 2,157 shares 2,157 $148K 0.01% -48 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 4,990 shares; 2026Q1: 4,921 shares 4,921 $148K 0.01% -69 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,975 shares; 2025Q1: 2,477 shares; 2025Q2: 2,927 shares; 2025Q3: 3,898 shares; 2025Q4: 6,074 shares; 2026Q1: 6,878 shares 6,878 $148K 0.01% +804 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 3,960 shares; 2025Q4: 3,660 shares; 2026Q1: 3,617 shares 3,617 $148K 0.01% -43 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,400 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $147K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 713 shares; 2026Q1: 716 shares 716 $147K 0.01% +3 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,490 shares; 2025Q1: 7,240 shares; 2025Q2: 8,925 shares; 2025Q3: 11,810 shares; 2025Q4: 11,650 shares; 2026Q1: 11,650 shares 11,650 $147K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 1,137 shares; 2025Q2: 656 shares; 2025Q3: 827 shares; 2025Q4: 987 shares; 2026Q1: 1,011 shares 1,011 $146K 0.01% +24 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 447 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,156 shares; 2026Q1: 1,300 shares 1,300 $146K 0.01% +144 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: 967 shares; 2025Q2: 927 shares; 2025Q3: 641 shares; 2025Q4: 767 shares; 2026Q1: 1,551 shares 1,551 $146K 0.01% +784 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 4,345 shares 4,345 $145K 0.01% +2,945 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 894 shares; 2025Q2: 2,222 shares; 2025Q3: 2,055 shares; 2025Q4: 1,413 shares; 2026Q1: 1,743 shares 1,743 $144K 0.01% +330 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 872 shares; 2025Q1: 803 shares; 2025Q2: 850 shares; 2025Q3: 1,053 shares; 2025Q4: 1,198 shares; 2026Q1: 831 shares 831 $144K 0.01% -367 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,820 shares 4,820 $144K 0.01% new Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,160 shares 2,160 $143K 0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 779 shares; 2025Q1: 614 shares; 2025Q2: 580 shares; 2025Q3: 766 shares; 2025Q4: 726 shares; 2026Q1: 701 shares 701 $143K 0.01% -25 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,416 shares; 2025Q1: 1,415 shares; 2025Q2: 1,447 shares; 2025Q3: 1,415 shares; 2025Q4: 1,447 shares; 2026Q1: 1,394 shares 1,394 $143K 0.01% -53 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,448 shares; 2025Q1: 1,459 shares; 2025Q2: 1,293 shares; 2025Q3: 1,123 shares; 2025Q4: 719 shares; 2026Q1: 727 shares 727 $142K 0.01% +8 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,553 shares; 2025Q1: 14,030 shares; 2025Q2: 13,097 shares; 2025Q3: 10,823 shares; 2025Q4: 6,542 shares; 2026Q1: 3,419 shares 3,419 $142K 0.01% -3,123 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,486 shares; 2025Q1: 5,456 shares; 2025Q2: 7,165 shares; 2025Q3: 7,206 shares; 2025Q4: 7,213 shares; 2026Q1: 8,915 shares 8,915 $142K 0.01% +1,702 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,333 shares; 2025Q1: 2,388 shares; 2025Q2: 2,868 shares; 2025Q3: 2,918 shares; 2025Q4: 3,788 shares; 2026Q1: 3,840 shares 3,840 $141K 0.01% +52 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,948 shares; 2025Q1: 1,942 shares; 2025Q2: 1,965 shares; 2025Q3: 1,985 shares; 2025Q4: 2,020 shares; 2026Q1: 2,039 shares 2,039 $139K 0.01% +19 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 858 shares; 2025Q1: 852 shares; 2025Q2: 1,163 shares; 2025Q3: 1,196 shares; 2025Q4: 1,196 shares; 2026Q1: 1,219 shares 1,219 $138K 0.01% +23 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 156 shares; 2025Q2: 218 shares; 2025Q3: 250 shares; 2025Q4: 673 shares; 2026Q1: 1,313 shares 1,313 $137K 0.01% +640 Timeline XLG 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 1,242 shares; 2025Q3: 2,690 shares; 2025Q4: 2,836 shares; 2026Q1: 2,500 shares 2,500 $136K 0.01% -336 Timeline CGMS 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares; 2025Q4: 5,650 shares; 2026Q1: 4,967 shares 4,967 $135K 0.01% -683 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: 2,830 shares; 2026Q1: 2,680 shares 2,680 $135K 0.01% -150 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,842 shares; 2025Q2: 1,845 shares; 2025Q3: 1,849 shares; 2025Q4: 1,863 shares; 2026Q1: 1,868 shares 1,868 $134K 0.01% +5 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,453 shares; 2025Q1: 3,453 shares; 2025Q2: 3,453 shares; 2025Q3: 3,453 shares; 2025Q4: 3,453 shares; 2026Q1: 3,453 shares 3,453 $134K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,154 shares; 2025Q1: 1,120 shares; 2025Q2: 1,124 shares; 2025Q3: 1,127 shares; 2025Q4: 1,132 shares; 2026Q1: 1,138 shares 1,138 $134K 0.01% +6 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,450 shares; 2025Q2: 2,043 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: 2,643 shares 2,643 $134K 0.01% 0 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares; 2026Q1: 3,775 shares 3,775 $134K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,460 shares; 2025Q1: 24,096 shares; 2025Q2: 7,276 shares; 2025Q3: 7,125 shares; 2025Q4: 5,010 shares; 2026Q1: 5,010 shares 5,010 $133K 0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 255 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 243 shares; 2026Q1: 245 shares 245 $133K 0.01% +2 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 407 shares; 2025Q4: 534 shares; 2026Q1: 519 shares 519 $132K 0.01% -15 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 888 shares; 2025Q1: 908 shares; 2025Q2: 2,658 shares; 2025Q3: 2,508 shares; 2025Q4: 2,520 shares; 2026Q1: 2,844 shares 2,844 $132K 0.01% +324 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 741 shares; 2025Q2: 466 shares; 2025Q3: 435 shares; 2025Q4: 333 shares; 2026Q1: 340 shares 340 $132K 0.01% +7 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 507 shares; 2025Q1: 522 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 528 shares 528 $132K 0.01% +3 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,628 shares; 2025Q1: 4,507 shares; 2025Q2: 4,641 shares; 2025Q3: 4,388 shares; 2025Q4: 3,618 shares; 2026Q1: 2,881 shares 2,881 $132K 0.01% -737 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,435 shares; 2025Q1: 2,527 shares; 2025Q2: 2,920 shares; 2025Q3: 3,060 shares; 2025Q4: 2,939 shares; 2026Q1: 2,644 shares 2,644 $132K 0.01% -295 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $131K 0.01% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,552 shares; 2026Q1: 2,345 shares 2,345 $131K 0.01% -207 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,054 shares; 2025Q1: 3,332 shares; 2025Q2: 2,539 shares; 2025Q3: 1,981 shares; 2025Q4: 1,981 shares; 2026Q1: 1,959 shares 1,959 $130K 0.01% -22 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 758 shares; 2025Q1: 840 shares; 2025Q2: 747 shares; 2025Q3: 838 shares; 2025Q4: 886 shares; 2026Q1: 767 shares 767 $130K 0.01% -119 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 544 shares; 2025Q2: 494 shares; 2025Q3: 468 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473 $130K 0.01% 0 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares; 2026Q1: 8,830 shares 8,830 $129K 0.01% +7,180 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,580 shares; 2025Q1: 3,614 shares; 2025Q2: 4,187 shares; 2025Q3: 3,870 shares; 2025Q4: 4,940 shares; 2026Q1: 5,082 shares 5,082 $128K 0.01% +142 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,365 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,366 shares; 2026Q1: 1,385 shares 1,385 $128K 0.01% +19 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 106 shares; 2025Q2: 139 shares; 2025Q3: 755 shares; 2025Q4: 756 shares; 2026Q1: 757 shares 757 $128K 0.01% +1 Timeline SPGM 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,331 shares; 2025Q1: 1,677 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares 1,684 $127K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 172 shares; 2025Q2: 2,013 shares; 2025Q3: 1,937 shares; 2025Q4: 1,787 shares; 2026Q1: 1,375 shares 1,375 $127K 0.01% -412 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 763 shares; 2025Q1: 838 shares; 2025Q2: 828 shares; 2025Q3: 804 shares; 2025Q4: 813 shares; 2026Q1: 802 shares 802 $127K 0.01% -11 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,125 shares 3,125 $126K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,352 shares; 2025Q1: 15,352 shares; 2025Q2: 25,477 shares; 2025Q3: 24,787 shares; 2025Q4: 15,774 shares; 2026Q1: 15,677 shares 15,677 $126K 0.01% -97 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,827 shares; 2025Q1: 2,834 shares; 2025Q2: 2,838 shares; 2025Q3: 2,480 shares; 2025Q4: 2,332 shares; 2026Q1: 2,413 shares 2,413 $124K 0.01% +81 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 569 shares; 2025Q1: 580 shares; 2025Q2: 569 shares; 2025Q3: 568 shares; 2025Q4: 580 shares; 2026Q1: 568 shares 568 $123K 0.01% -12 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 4,980 shares 4,980 $123K 0.01% +4,708 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,318 shares 1,318 $123K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,389 shares; 2025Q1: 1,375 shares; 2025Q2: 1,349 shares; 2025Q3: 1,340 shares; 2025Q4: 1,336 shares; 2026Q1: 1,326 shares 1,326 $122K 0.01% -10 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 1,120 shares; 2025Q3: 1,070 shares; 2025Q4: 1,830 shares; 2026Q1: 2,489 shares 2,489 $122K 0.01% +659 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 881 shares; 2025Q2: 900 shares; 2025Q3: 858 shares; 2025Q4: 875 shares; 2026Q1: 849 shares 849 $122K 0.01% -26 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,185 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,920 shares 3,920 $122K 0.01% 0 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,014 shares; 2025Q1: 1,004 shares; 2025Q2: 940 shares; 2025Q3: 1,090 shares; 2025Q4: 1,030 shares; 2026Q1: 820 shares 820 $122K 0.01% -210 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,435 shares; 2025Q1: 1,589 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares; 2025Q4: 1,447 shares; 2026Q1: 1,435 shares 1,435 $121K 0.01% -12 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,965 shares; 2025Q4: 3,630 shares; 2026Q1: 3,630 shares 3,630 $120K 0.01% 0 Timeline DIVI 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,010 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares 3,010 $120K 0.01% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 351 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 346 shares; 2026Q1: 341 shares 341 $120K 0.01% -5 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,309 shares; 2025Q1: 5,949 shares; 2025Q2: 2,202 shares; 2025Q3: 3,050 shares; 2025Q4: 1,585 shares; 2026Q1: 1,815 shares 1,815 $119K 0.01% +230 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $119K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,127 shares; 2025Q2: 3,127 shares; 2025Q3: 3,127 shares; 2025Q4: 3,127 shares; 2026Q1: 3,127 shares 3,127 $119K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 338 shares; 2025Q2: 704 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014 $119K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,471 shares; 2025Q1: 1,490 shares; 2025Q2: 1,500 shares; 2025Q3: 1,354 shares; 2025Q4: 1,350 shares; 2026Q1: 1,363 shares 1,363 $118K 0.01% +13 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,401 shares; 2025Q1: 1,314 shares; 2025Q2: 1,655 shares; 2025Q3: 1,197 shares; 2025Q4: 1,100 shares; 2026Q1: 868 shares 868 $118K 0.01% -232 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,070 shares; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares 3,070 $118K 0.01% 0 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares; 2026Q1: 4,020 shares 4,020 $118K 0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 272 shares; 2025Q4: 1,285 shares; 2026Q1: 1,380 shares 1,380 $118K 0.01% +95 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 266 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 268 shares 268 $117K 0.01% -5 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,833 shares; 2025Q1: 3,051 shares; 2025Q2: 3,407 shares; 2025Q3: 4,131 shares; 2025Q4: 2,244 shares; 2026Q1: 1,990 shares 1,990 $117K 0.01% -254 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 930 shares; 2025Q3: 4,515 shares; 2025Q4: 4,230 shares; 2026Q1: 6,249 shares 6,249 $116K 0.01% +2,019 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,462 shares; 2025Q1: 1,118 shares; 2025Q2: 2,142 shares; 2025Q3: 3,226 shares; 2025Q4: 3,399 shares; 2026Q1: 2,678 shares 2,678 $116K 0.01% -721 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,597 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares 1,595 $115K 0.01% 0 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares 3,150 $115K 0.01% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,453 shares; 2025Q1: 5,513 shares; 2025Q2: 5,513 shares; 2025Q3: 4,563 shares; 2025Q4: 4,563 shares; 2026Q1: 4,563 shares 4,563 $115K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,739 shares; 2025Q1: 1,229 shares; 2025Q2: 920 shares; 2025Q3: 818 shares; 2025Q4: 989 shares; 2026Q1: 1,164 shares 1,164 $115K 0.01% +175 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,912 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,250 shares 2,250 $114K 0.01% -312 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 1,375 shares; 2025Q4: 2,628 shares; 2026Q1: 10,494 shares 10,494 $114K 0.01% +7,866 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $114K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,656 shares; 2025Q1: 1,997 shares; 2025Q2: 1,872 shares; 2025Q3: 1,885 shares; 2025Q4: 1,835 shares; 2026Q1: 1,836 shares 1,836 $114K 0.01% +1 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 437 shares; 2025Q1: 438 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 450 shares; 2026Q1: 455 shares 455 $113K 0.01% +5 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,135 shares; 2025Q1: 3,148 shares; 2025Q2: 3,163 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares 3,163 $113K 0.01% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 2,280 shares 2,280 $113K 0.01% +1,930 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,306 shares; 2025Q1: 3,306 shares; 2025Q2: 3,306 shares; 2025Q3: 3,306 shares; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares 3,306 $112K 0.01% 0 Timeline PRF 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,278 shares; 2025Q1: 2,289 shares; 2025Q2: 2,298 shares; 2025Q3: 2,308 shares; 2025Q4: 2,317 shares; 2026Q1: 2,327 shares 2,327 $111K 0.01% +10 Timeline RSPH 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,660 shares; 2025Q1: 3,660 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,660 shares; 2026Q1: 3,660 shares 3,660 $111K 0.01% 0 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 4,094 shares; 2026Q1: 4,094 shares 4,094 $110K 0.01% 0 Timeline SPLV 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,009 shares; 2025Q1: 2,273 shares; 2025Q2: 1,252 shares; 2025Q3: 1,671 shares; 2025Q4: 1,557 shares; 2026Q1: 1,506 shares 1,506 $110K 0.01% -51 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,100 shares; 2025Q1: 15,563 shares; 2025Q2: 17,028 shares; 2025Q3: 17,288 shares; 2025Q4: 35,735 shares; 2026Q1: 2,093 shares 2,093 $110K 0.01% -33,642 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 451 shares; 2025Q3: 581 shares; 2025Q4: 1,141 shares; 2026Q1: 1,881 shares 1,881 $110K 0.01% +740 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 1,878 shares; 2025Q3: 1,948 shares; 2025Q4: 1,475 shares; 2026Q1: 1,175 shares 1,175 $109K 0.01% -300 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,669 shares 1,669 $109K 0.01% new Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 835 shares; 2025Q2: 975 shares; 2025Q3: 1,102 shares; 2025Q4: 1,154 shares; 2026Q1: 1,421 shares 1,421 $108K 0.01% +267 Timeline TAN 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,945 shares 1,945 $108K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 936 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares; 2025Q4: 1,139 shares; 2026Q1: 1,309 shares 1,309 $108K 0.01% +170 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,897 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,007 shares; 2025Q4: 4,619 shares; 2026Q1: 4,619 shares 4,619 $108K 0.01% 0 Timeline AVUV 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 975 shares 975 $108K 0.01% +868 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 854 shares; 2025Q1: 812 shares; 2025Q2: 976 shares; 2025Q3: 1,009 shares; 2025Q4: 1,180 shares; 2026Q1: 718 shares 718 $108K 0.01% -462 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,293 shares; 2025Q1: 3,315 shares; 2025Q2: 3,337 shares; 2025Q3: 3,079 shares; 2025Q4: 3,098 shares; 2026Q1: 3,121 shares 3,121 $107K 0.01% +23 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 619 shares; 2025Q2: 746 shares; 2025Q3: 764 shares; 2025Q4: 1,051 shares; 2026Q1: 982 shares 982 $107K 0.01% -69 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,285 shares; 2025Q1: 3,670 shares; 2025Q2: 3,908 shares; 2025Q3: 2,450 shares; 2025Q4: 2,818 shares; 2026Q1: 2,250 shares 2,250 $107K 0.01% -568 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 838 shares; 2025Q4: 2,041 shares; 2026Q1: 2,000 shares 2,000 $106K 0.01% -41 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 5,272 shares 5,272 $106K 0.01% +1,022 Timeline FTHI 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,803 shares; 2025Q1: 1,900 shares; 2025Q2: 3,508 shares; 2025Q3: 5,307 shares; 2025Q4: 5,696 shares; 2026Q1: 4,602 shares 4,602 $106K 0.01% -1,094 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 894 shares; 2026Q1: 871 shares 871 $105K 0.01% -23 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395 shares; 2025Q1: 399 shares; 2025Q2: 421 shares; 2025Q3: 411 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $105K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,229 shares; 2025Q1: 1,311 shares; 2025Q2: 2,244 shares; 2025Q3: 2,653 shares; 2025Q4: 2,755 shares; 2026Q1: 1,985 shares 1,985 $105K 0.01% -770 Timeline BIV 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,385 shares; 2025Q1: 1,384 shares; 2025Q2: 1,307 shares; 2025Q3: 1,403 shares; 2025Q4: 1,382 shares; 2026Q1: 1,359 shares 1,359 $105K 0.01% -23 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,977 shares; 2025Q1: 1,970 shares; 2025Q2: 2,023 shares; 2025Q3: 1,598 shares; 2025Q4: 1,509 shares; 2026Q1: 1,482 shares 1,482 $105K 0.01% -27 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,617 shares; 2025Q1: 10,617 shares; 2025Q2: 10,617 shares; 2025Q3: 9,259 shares; 2025Q4: 9,259 shares; 2026Q1: 9,259 shares 9,259 $104K 0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,300 shares 2,300 $104K 0.01% -200 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 75 shares; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 52 shares; 2026Q1: 135 shares 135 $104K 0.01% +83 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,009 shares; 2025Q1: 2,106 shares; 2025Q2: 296 shares; 2025Q3: 313 shares; 2025Q4: 854 shares; 2026Q1: 934 shares 934 $104K 0.01% +80 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,438 shares; 2025Q1: 2,526 shares; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,610 shares; 2026Q1: 2,609 shares 2,609 $104K 0.01% -1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares 2,325 $103K 0.01% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,991 shares; 2025Q1: 5,000 shares; 2025Q2: 5,010 shares; 2025Q3: 5,020 shares; 2025Q4: 5,029 shares; 2026Q1: 5,038 shares 5,038 $103K 0.01% +9 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 589 shares; 2025Q2: 593 shares; 2025Q3: 595 shares; 2025Q4: 943 shares; 2026Q1: 943 shares 943 $103K 0.01% 0 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares 1,765 $103K 0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,349 shares; 2025Q1: 4,056 shares; 2025Q2: 4,371 shares; 2025Q3: 4,012 shares; 2025Q4: 4,211 shares; 2026Q1: 4,211 shares 4,211 $102K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 954 shares; 2025Q1: 956 shares; 2025Q2: 950 shares; 2025Q3: 968 shares; 2025Q4: 1,000 shares; 2026Q1: 962 shares 962 $102K 0.01% -38 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,000 shares; 2026Q1: 1,120 shares 1,120 $101K 0.01% +120 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,112 shares; 2025Q1: 2,630 shares; 2025Q2: 1,925 shares; 2025Q3: 1,823 shares; 2025Q4: 1,928 shares; 2026Q1: 2,186 shares 2,186 $101K 0.01% +258 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 3,015 shares 3,015 $100K 0.01% +600 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 368 shares; 2025Q2: 585 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $100K 0.01% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,858 shares; 2025Q4: 2,722 shares; 2026Q1: 3,001 shares 3,001 $99.7K 0.01% +279 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,201 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 2,217 shares; 2026Q1: 1,972 shares 1,972 $98.2K 0.01% -245 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,070 shares; 2025Q1: 2,970 shares; 2025Q2: 2,515 shares; 2025Q3: 1,227 shares; 2025Q4: 1,202 shares; 2026Q1: 1,392 shares 1,392 $98.2K 0.01% +190 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 549 shares; 2025Q1: 721 shares; 2025Q2: 1,368 shares; 2025Q3: 1,272 shares; 2025Q4: 1,787 shares; 2026Q1: 2,224 shares 2,224 $97.8K 0.01% +437 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,665 shares 3,665 $97.7K 0.01% new Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,481 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares; 2026Q1: 1,786 shares 1,786 $97.1K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 756 shares; 2025Q1: 878 shares; 2025Q2: 727 shares; 2025Q3: 711 shares; 2025Q4: 719 shares; 2026Q1: 732 shares 732 $96.7K 0.01% +13 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 2,579 shares 2,579 $96.1K <0.01% -249 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 857 shares; 2025Q2: 811 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 803 shares 803 $96K <0.01% +1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 1,776 shares; 2026Q1: 2,431 shares 2,431 $95.9K <0.01% +655 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 3,334 shares; 2025Q4: 3,334 shares; 2026Q1: 3,334 shares 3,334 $95.8K <0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,057 shares; 2025Q1: 908 shares; 2025Q2: 1,008 shares; 2025Q3: 1,216 shares; 2025Q4: 1,505 shares; 2026Q1: 1,479 shares 1,479 $95.7K <0.01% -26 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 1,212 shares; 2025Q4: 1,342 shares; 2026Q1: 1,346 shares 1,346 $95.4K <0.01% +4 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314 shares; 2025Q4: 1,756 shares; 2026Q1: 1,896 shares 1,896 $95.3K <0.01% +140 Timeline AMUN ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,650 shares 3,650 $95.2K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,632 shares; 2025Q1: 3,797 shares; 2025Q2: 3,870 shares; 2025Q3: 3,892 shares; 2025Q4: 3,965 shares; 2026Q1: 3,992 shares 3,992 $95.1K <0.01% +27 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,510 shares; 2025Q1: 1,500 shares; 2025Q2: 1,531 shares; 2025Q3: 1,562 shares; 2025Q4: 6,339 shares; 2026Q1: 3,271 shares 3,271 $94.3K <0.01% -3,068 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 1,504 shares; 2025Q2: 1,689 shares; 2025Q3: 3,050 shares; 2025Q4: 1,819 shares; 2026Q1: 1,221 shares 1,221 $94.2K <0.01% -598 Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,133 shares; 2026Q1: 6,568 shares 6,568 $93.9K <0.01% +435 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,901 shares; 2025Q1: 13,456 shares; 2025Q2: 13,577 shares; 2025Q3: 13,715 shares; 2025Q4: 15,209 shares; 2026Q1: 9,088 shares 9,088 $93.9K <0.01% -6,121 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 448 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 468 shares; 2026Q1: 478 shares 478 $93.7K <0.01% +10 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 333 shares; 2025Q1: 335 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 344 shares; 2026Q1: 334 shares 334 $93.6K <0.01% -10 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,349 shares; 2025Q1: 1,080 shares; 2025Q2: 1,650 shares; 2025Q3: 1,487 shares; 2025Q4: 1,429 shares; 2026Q1: 1,432 shares 1,432 $93.1K <0.01% +3 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 1,071 shares; 2025Q2: 1,244 shares; 2025Q3: 1,225 shares; 2025Q4: 1,226 shares; 2026Q1: 1,243 shares 1,243 $92.8K <0.01% +17 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 383 shares; 2025Q1: 386 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487 $92.8K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 291 shares; 2025Q2: 273 shares; 2025Q3: 271 shares; 2025Q4: 273 shares; 2026Q1: 271 shares 271 $92.8K <0.01% -2 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 1,303 shares; 2025Q2: 1,286 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,434 shares 1,434 $92.1K <0.01% +48 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,967 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 1,479 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $91.2K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,038 shares; 2025Q1: 2,043 shares; 2025Q2: 1,799 shares; 2025Q3: 1,832 shares; 2025Q4: 1,840 shares; 2026Q1: 1,813 shares 1,813 $91.2K <0.01% -27 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 59 shares; 2025Q3: 1,037 shares; 2025Q4: 1,056 shares; 2026Q1: 1,069 shares 1,069 $91.1K <0.01% +13 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 434 shares; 2025Q1: 468 shares; 2025Q2: 452 shares; 2025Q3: 448 shares; 2025Q4: 458 shares; 2026Q1: 450 shares 450 $91K <0.01% -8 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,095 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares 745 $90.1K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,884 shares; 2025Q1: 13,286 shares; 2025Q2: 13,470 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894 $90.1K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,791 shares; 2025Q1: 3,741 shares; 2025Q2: 1,903 shares; 2025Q3: 1,925 shares; 2025Q4: 2,113 shares; 2026Q1: 2,436 shares 2,436 $89.5K <0.01% +323 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 284 shares; 2025Q2: 278 shares; 2025Q3: 300 shares; 2025Q4: 322 shares; 2026Q1: 324 shares 324 $89.2K <0.01% +2 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,605 shares; 2025Q1: 2,599 shares; 2025Q2: 2,609 shares; 2025Q3: 3,749 shares; 2025Q4: 3,558 shares; 2026Q1: 3,433 shares 3,433 $88.8K <0.01% -125 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,129 shares; 2026Q1: 1,563 shares 1,563 $88.6K <0.01% +434 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 392 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 423 shares; 2026Q1: 417 shares 417 $88K <0.01% -6 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 669 shares; 2025Q1: 1,238 shares; 2025Q2: 1,242 shares; 2025Q3: 1,247 shares; 2025Q4: 1,252 shares; 2026Q1: 1,257 shares 1,257 $87.2K <0.01% +5 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $87.2K <0.01% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,467 shares; 2025Q2: 1,470 shares; 2025Q3: 1,473 shares; 2025Q4: 1,475 shares; 2026Q1: 1,478 shares 1,478 $86.9K <0.01% +3 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,651 shares; 2025Q1: 3,011 shares; 2025Q2: 3,489 shares; 2025Q3: 3,499 shares; 2025Q4: 3,109 shares; 2026Q1: 3,151 shares 3,151 $86.5K <0.01% +42 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 140 shares; 2025Q2: 515 shares; 2025Q3: 650 shares; 2025Q4: 651 shares; 2026Q1: 766 shares 766 $86.3K <0.01% +115 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,051 shares; 2025Q1: 856 shares; 2025Q2: 931 shares; 2025Q3: 935 shares; 2025Q4: 940 shares; 2026Q1: 942 shares 942 $86.2K <0.01% +2 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares 2,680 $85.6K <0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,474 shares; 2025Q1: 3,474 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,852 shares; 2026Q1: 3,873 shares 3,873 $85.6K <0.01% +21 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,976 shares; 2025Q1: 1,978 shares; 2025Q2: 1,990 shares; 2025Q3: 2,002 shares; 2025Q4: 2,688 shares; 2026Q1: 3,614 shares 3,614 $85.5K <0.01% +926 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,773 shares; 2025Q1: 4,123 shares; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares 1,984 $85.4K <0.01% 0 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,423 shares; 2025Q1: 2,376 shares; 2025Q2: 2,379 shares; 2025Q3: 2,382 shares; 2025Q4: 2,385 shares; 2026Q1: 1,425 shares 1,425 $84.8K <0.01% -960 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares 1,995 $84.4K <0.01% 0 Timeline TDIV 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,229 shares; 2026Q1: 899 shares 899 $84.2K <0.01% -330 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares; 2025Q4: 3,090 shares; 2026Q1: 3,125 shares 3,125 $84K <0.01% +35 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $83.4K <0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 784 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,865 shares; 2026Q1: 3,165 shares 3,165 $83.1K <0.01% +300 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 570 shares; 2025Q2: 764 shares; 2025Q3: 919 shares; 2025Q4: 702 shares; 2026Q1: 719 shares 719 $83K <0.01% +17 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 331 shares 331 $82.9K <0.01% +305 Timeline DCMT DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,524 shares; 2025Q3: 3,483 shares; 2025Q4: 2,807 shares; 2026Q1: 2,475 shares 2,475 $82.5K <0.01% -332 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 255 shares; 2025Q2: 252 shares; 2025Q3: 215 shares; 2025Q4: 224 shares; 2026Q1: 227 shares 227 $82.5K <0.01% +3 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: 4,415 shares; 2026Q1: 4,415 shares 4,415 $82.4K <0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 975 shares; 2025Q2: 977 shares; 2025Q3: 980 shares; 2025Q4: 983 shares; 2026Q1: 985 shares 985 $82.2K <0.01% +2 Timeline NAMS NEWAMSTERDAM PHARMA COMPANY More: the full row for NEWAMSTERDAM PHARMA COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,565 shares 2,565 $82.1K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 227 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 238 shares; 2026Q1: 246 shares 246 $82.1K <0.01% +8 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 2,295 shares 2,295 $82K <0.01% +575 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 542 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $81.5K <0.01% 0 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: 2,602 shares 2,602 $81.4K <0.01% 0 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $81.2K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,355 shares; 2025Q1: 1,824 shares; 2025Q2: 1,171 shares; 2025Q3: 1,118 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $80.4K <0.01% 0 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400 $79.8K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 3,215 shares; 2025Q3: 1,895 shares; 2025Q4: 2,269 shares; 2026Q1: 2,192 shares 2,192 $79.8K <0.01% -77 Timeline BSCR 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,061 shares; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 4,061 shares; 2026Q1: 4,061 shares 4,061 $79.7K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 289 shares; 2025Q2: 286 shares; 2025Q3: 212 shares; 2025Q4: 221 shares; 2026Q1: 184 shares 184 $79.7K <0.01% -37 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,528 shares; 2025Q1: 4,311 shares; 2025Q2: 1,441 shares; 2025Q3: 1,448 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares 1,458 $79.7K <0.01% 0 Timeline INEQ 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,752 shares; 2025Q3: 1,757 shares; 2025Q4: 1,900 shares; 2026Q1: 2,030 shares 2,030 $79.3K <0.01% +130 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 530 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $79.2K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,733 shares; 2025Q1: 7,443 shares; 2025Q2: 8,334 shares; 2025Q3: 8,334 shares; 2025Q4: 7,676 shares; 2026Q1: 7,676 shares 7,676 $79.1K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 374 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 382 shares; 2026Q1: 382 shares 382 $79K <0.01% 0 Timeline RISN NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,745 shares 2,745 $78.8K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 176 shares; 2025Q2: 261 shares; 2025Q3: 1,059 shares; 2025Q4: 1,068 shares; 2026Q1: 1,069 shares 1,069 $78.2K <0.01% +1 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 536 shares; 2025Q2: 2,315 shares; 2025Q3: 2,326 shares; 2025Q4: 2,477 shares; 2026Q1: 2,150 shares 2,150 $77.9K <0.01% -327 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,657 shares; 2025Q4: 1,753 shares; 2026Q1: 1,777 shares 1,777 $77.8K <0.01% +24 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,070 shares; 2025Q1: 376 shares; 2025Q2: 2,179 shares; 2025Q3: 1,514 shares; 2025Q4: 1,217 shares; 2026Q1: 1,222 shares 1,222 $77.7K <0.01% +5 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,084 shares; 2025Q1: 2,084 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares 1,848 $77.3K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 2,213 shares; 2025Q4: 2,477 shares; 2026Q1: 2,340 shares 2,340 $77.1K <0.01% -137 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 74 shares; 2025Q2: 70 shares; 2025Q3: 72 shares; 2025Q4: 520 shares; 2026Q1: 332 shares 332 $77K <0.01% -188 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 806 shares; 2025Q3: 1,134 shares; 2025Q4: 469 shares; 2026Q1: 1,586 shares 1,586 $76.5K <0.01% +1,117 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $76.1K <0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: 235 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 245 shares; 2026Q1: 248 shares 248 $75.4K <0.01% +3 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 1,275 shares; 2025Q2: 1,384 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 575 shares 575 $75.2K <0.01% -834 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 188 shares 188 $75.1K <0.01% +4 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares; 2026Q1: 4,835 shares 4,835 $75.1K <0.01% +2,675 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $75K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 319 shares; 2025Q2: 330 shares; 2025Q3: 282 shares; 2025Q4: 392 shares; 2026Q1: 281 shares 281 $74.9K <0.01% -111 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 207 shares; 2025Q1: 229 shares; 2025Q2: 230 shares; 2025Q3: 80 shares; 2025Q4: 130 shares; 2026Q1: 359 shares 359 $74.7K <0.01% +229 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,340 shares; 2025Q1: 16,636 shares; 2025Q2: 18,636 shares; 2025Q3: 16,550 shares; 2025Q4: 15,950 shares; 2026Q1: 5,884 shares 5,884 $74.5K <0.01% -10,066 Timeline KBWP 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,341 shares; 2025Q2: 616 shares; 2025Q3: 618 shares; 2025Q4: 620 shares; 2026Q1: 625 shares 625 $74.4K <0.01% +5 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 338 shares; 2025Q2: 752 shares; 2025Q3: 673 shares; 2025Q4: 1,100 shares; 2026Q1: 1,131 shares 1,131 $73.8K <0.01% +31 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,125 shares 1,125 $73.7K <0.01% +125 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 170,854 shares; 2025Q2: 157,228 shares; 2025Q3: 14,051 shares; 2025Q4: 12,213 shares; 2026Q1: 6,507 shares 6,507 $73.1K <0.01% -5,706 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,520 shares; 2025Q1: 2,013 shares; 2025Q2: 1,810 shares; 2025Q3: 1,256 shares; 2025Q4: 852 shares; 2026Q1: 477 shares 477 $73K <0.01% -375 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 1,949 shares 1,949 $72.9K <0.01% +1,727 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,540 shares; 2025Q1: 1,850 shares; 2025Q2: 1,917 shares; 2025Q3: 1,887 shares; 2025Q4: 1,247 shares; 2026Q1: 1,077 shares 1,077 $72.7K <0.01% -170 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,858 shares; 2025Q1: 1,869 shares; 2025Q2: 1,892 shares; 2025Q3: 1,909 shares; 2025Q4: 2,279 shares; 2026Q1: 2,292 shares 2,292 $72.6K <0.01% +13 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,198 shares; 2025Q1: 1,376 shares; 2025Q2: 1,127 shares; 2025Q3: 299 shares; 2025Q4: 272 shares; 2026Q1: 197 shares 197 $72.5K <0.01% -75 Timeline PGX 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,150 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares 6,650 $72.4K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 105 shares; 2026Q1: 117 shares 117 $72.2K <0.01% +12 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares 1,685 $72K <0.01% 0 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,393 shares; 2025Q1: 1,577 shares; 2025Q2: 1,577 shares; 2025Q3: 1,577 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares 1,577 $71.8K <0.01% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 1,321 shares; 2026Q1: 949 shares 949 $71.5K <0.01% -372 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,406 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 724 shares 724 $71.3K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 621 shares; 2025Q1: 628 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 621 shares; 2026Q1: 624 shares 624 $71.1K <0.01% +3 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $71.1K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 936 shares; 2026Q1: 935 shares 935 $70.7K <0.01% -1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,171 shares; 2026Q1: 2,171 shares 2,171 $70.7K <0.01% 0 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: 5,175 shares; 2025Q4: 2,675 shares; 2026Q1: 4,480 shares 4,480 $70.6K <0.01% +1,805 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,463 shares; 2025Q1: 1,470 shares; 2025Q2: 1,480 shares; 2025Q3: 1,489 shares; 2025Q4: 1,502 shares; 2026Q1: 1,308 shares 1,308 $70.4K <0.01% -194 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,180 shares; 2025Q1: 2,594 shares; 2025Q2: 1,245 shares; 2025Q3: 1,732 shares; 2025Q4: 2,070 shares; 2026Q1: 760 shares 760 $70.3K <0.01% -1,310 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 419 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 419 shares 419 $69.6K <0.01% +1 Timeline PIO 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $69.5K <0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 2,527 shares; 2025Q3: 3,731 shares; 2025Q4: 3,989 shares; 2026Q1: 3,134 shares 3,134 $69.4K <0.01% -855 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 1,461 shares; 2025Q3: 2,141 shares; 2025Q4: 2,294 shares; 2026Q1: 1,747 shares 1,747 $68.6K <0.01% -547 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 424 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 436 shares; 2026Q1: 420 shares 420 $68.2K <0.01% -16 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,400 shares 1,400 $67.9K <0.01% -100 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,090 shares; 2025Q1: 3,792 shares; 2025Q2: 4,012 shares; 2025Q3: 4,024 shares; 2025Q4: 4,272 shares; 2026Q1: 4,486 shares 4,486 $67.5K <0.01% +214 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,514 shares; 2025Q2: 12,337 shares; 2025Q3: 13,463 shares; 2025Q4: 707 shares; 2026Q1: 695 shares 695 $67.4K <0.01% -12 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 1,130 shares; 2026Q1: 1,281 shares 1,281 $67.2K <0.01% +151 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 242 shares; 2025Q2: 229 shares; 2025Q3: 5,610 shares; 2025Q4: 357 shares; 2026Q1: 320 shares 320 $67.2K <0.01% -37 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,301 shares; 2025Q1: 2,326 shares; 2025Q2: 2,332 shares; 2025Q3: 2,336 shares; 2025Q4: 2,453 shares; 2026Q1: 2,361 shares 2,361 $66.9K <0.01% -92 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $66.2K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 79 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 987 shares 987 $66.2K <0.01% +670 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 496 shares; 2025Q1: 515 shares; 2025Q2: 494 shares; 2025Q3: 497 shares; 2025Q4: 518 shares; 2026Q1: 494 shares 494 $65.8K <0.01% -24 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 917 shares; 2025Q4: 965 shares; 2026Q1: 997 shares 997 $65.7K <0.01% +32 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 16 shares; 2025Q2: 65 shares; 2025Q3: 62 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $65.6K <0.01% 0 Timeline QEFA 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 698 shares; 2026Q1: 698 shares 698 $65.1K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477 shares; 2025Q1: 464 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 769 shares; 2026Q1: 769 shares 769 $64.9K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: 488 shares; 2025Q2: 351 shares; 2025Q3: 341 shares; 2025Q4: 326 shares; 2026Q1: 327 shares 327 $64.4K <0.01% +1 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,862 shares; 2025Q1: 6,607 shares; 2025Q2: 6,935 shares; 2025Q3: 10,675 shares; 2025Q4: 3,691 shares; 2026Q1: 3,753 shares 3,753 $64.4K <0.01% +62 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $64.2K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: 551 shares; 2025Q2: 594 shares; 2025Q3: 544 shares; 2025Q4: 562 shares; 2026Q1: 665 shares 665 $64.1K <0.01% +103 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 1,545 shares; 2025Q2: 707 shares; 2025Q3: 718 shares; 2025Q4: 771 shares; 2026Q1: 792 shares 792 $64.1K <0.01% +21 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 60 shares 60 $64.1K <0.01% -2 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,665 shares; 2025Q1: 1,711 shares; 2025Q2: 2,404 shares; 2025Q3: 2,355 shares; 2025Q4: 2,373 shares; 2026Q1: 2,620 shares 2,620 $64K <0.01% +247 Timeline CGW 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $63.9K <0.01% 0 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares; 2026Q1: 1,011 shares 1,011 $63.6K <0.01% +850 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 779 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 819 shares 819 $63.3K <0.01% 0 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,638 shares; 2026Q1: 1,520 shares 1,520 $63.2K <0.01% -118 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $63.1K <0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 383 shares; 2025Q2: 389 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 400 shares 400 $63K <0.01% +1 Timeline FIW 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,149 shares; 2025Q1: 1,151 shares; 2025Q2: 1,152 shares; 2025Q3: 1,103 shares; 2025Q4: 772 shares; 2026Q1: 610 shares 610 $62.9K <0.01% -162 Timeline GXDW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,412 shares; 2025Q4: 1,677 shares; 2026Q1: 2,776 shares 2,776 $62K <0.01% +1,099 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 538 shares; 2025Q1: 522 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $61.9K <0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 504 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 702 shares 702 $61.7K <0.01% -45 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 1,703 shares; 2025Q3: 1,107 shares; 2025Q4: 1,113 shares; 2026Q1: 1,119 shares 1,119 $61.5K <0.01% +6 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,035 shares; 2025Q1: 1,011 shares; 2025Q2: 1,071 shares; 2025Q3: 1,084 shares; 2025Q4: 1,104 shares; 2026Q1: 1,160 shares 1,160 $61.5K <0.01% +56 Timeline BSJS 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 2,828 shares 2,828 $61.3K <0.01% +2,800 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 950 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 916 shares; 2026Q1: 936 shares 936 $61.3K <0.01% +20 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 4 shares; 2025Q4: 110 shares; 2026Q1: 695 shares 695 $61.1K <0.01% +585 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 167 shares; 2025Q2: 188 shares; 2025Q3: 187 shares; 2025Q4: 188 shares; 2026Q1: 189 shares 189 $61K <0.01% +1 Timeline GWX 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,187 shares; 2025Q1: 1,290 shares; 2025Q2: 1,295 shares; 2025Q3: 1,288 shares; 2025Q4: 1,295 shares; 2026Q1: 1,443 shares 1,443 $60.9K <0.01% +148 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 702 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $60.8K <0.01% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $60.8K <0.01% 0 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 3,392 shares; 2025Q3: 5,129 shares; 2025Q4: 5,530 shares; 2026Q1: 4,517 shares 4,517 $60.7K <0.01% -1,013 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 200 shares; 2026Q1: 390 shares 390 $60.5K <0.01% +190 Timeline BBHY 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 943 shares; 2025Q1: 1,588 shares; 2025Q2: 863 shares; 2025Q3: 1,061 shares; 2025Q4: 1,282 shares; 2026Q1: 1,320 shares 1,320 $60.5K <0.01% +38 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 978 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $59.9K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,170 shares; 2025Q1: 1,167 shares; 2025Q2: 1,174 shares; 2025Q3: 1,237 shares; 2025Q4: 829 shares; 2026Q1: 823 shares 823 $59.8K <0.01% -6 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,411 shares; 2025Q1: 44,708 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,176 shares; 2026Q1: 3,176 shares 3,176 $59.8K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,221 shares; 2025Q1: 6,055 shares; 2025Q2: 6,082 shares; 2025Q3: 6,097 shares; 2025Q4: 6,097 shares; 2026Q1: 5,971 shares 5,971 $59.8K <0.01% -126 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 386 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 339 shares; 2026Q1: 348 shares 348 $59.7K <0.01% +9 Timeline PBP 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares 2,715 $59.7K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 936 shares; 2025Q4: 1,041 shares; 2026Q1: 1,281 shares 1,281 $59.6K <0.01% +240 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 192 shares; 2025Q2: 186 shares; 2025Q3: 503 shares; 2025Q4: 504 shares; 2026Q1: 507 shares 507 $59.6K <0.01% +3 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $59.5K <0.01% 0 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,093 shares; 2025Q2: 3,905 shares; 2025Q3: 5,962 shares; 2025Q4: 6,455 shares; 2026Q1: 5,372 shares 5,372 $59.1K <0.01% -1,083 Timeline SPHD 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,268 shares; 2025Q1: 2,105 shares; 2025Q2: 1,602 shares; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,187 shares 1,187 $58.9K <0.01% -249 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,457 shares; 2025Q1: 8,580 shares; 2025Q2: 8,457 shares; 2025Q3: 8,457 shares; 2025Q4: 8,457 shares; 2026Q1: 8,457 shares 8,457 $58.8K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 1,978 shares; 2025Q2: 2,220 shares; 2025Q3: 2,241 shares; 2025Q4: 2,283 shares; 2026Q1: 887 shares 887 $58.6K <0.01% -1,396 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: 1,071 shares; 2025Q2: 1,647 shares; 2025Q3: 1,658 shares; 2025Q4: 1,668 shares; 2026Q1: 1,618 shares 1,618 $58.3K <0.01% -50 Timeline