UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $58.2K <0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 234 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $58.1K <0.01% 0 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 742 shares; 2025Q2: 1,363 shares; 2025Q3: 2,025 shares; 2025Q4: 2,166 shares; 2026Q1: 1,597 shares 1,597 $58.1K <0.01% -569 Timeline VPU 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: 250 shares; 2025Q1: 274 shares; 2025Q2: 335 shares; 2025Q3: 322 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $57.7K <0.01% 0 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,075 shares; 2026Q1: 1,096 shares 1,096 $57.7K <0.01% +21 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS 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: 1,170 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $57.5K <0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 3,433 shares 3,433 $57.4K <0.01% +2,257 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $57.1K <0.01% 0 Timeline USIG 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: 618 shares; 2025Q1: 898 shares; 2025Q2: 1,173 shares; 2025Q3: 1,225 shares; 2025Q4: 1,112 shares; 2026Q1: 1,107 shares 1,107 $56.7K <0.01% -5 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 3,322 shares; 2025Q3: not reported; 2025Q4: 5,804 shares; 2026Q1: 6,008 shares 6,008 $56.7K <0.01% +204 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 722 shares; 2025Q2: 795 shares; 2025Q3: 424 shares; 2025Q4: 407 shares; 2026Q1: 411 shares 411 $56.4K <0.01% +4 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 1,305 shares; 2025Q3: 1,345 shares; 2025Q4: 723 shares; 2026Q1: 727 shares 727 $56.3K <0.01% +4 Timeline MMTM 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: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 200 shares 200 $56K <0.01% -285 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 407 shares 407 $55.8K <0.01% +32 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 875 shares; 2026Q1: 892 shares 892 $55.8K <0.01% +17 Timeline BUFR 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: 1,778 shares; 2025Q1: 1,536 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares 1,646 $55.6K <0.01% 0 Timeline BLCR 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,352 shares 1,352 $55.5K <0.01% new Timeline FFSM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 135 shares; 2026Q1: 1,736 shares 1,736 $55.5K <0.01% +1,601 Timeline IXN 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: 475 shares; 2025Q1: 475 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 554 shares; 2026Q1: 554 shares 554 $55.3K <0.01% 0 Timeline APRT 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: 300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $55.2K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 3,149 shares; 2025Q3: 3,027 shares; 2025Q4: 3,167 shares; 2026Q1: 2,911 shares 2,911 $55K <0.01% -256 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696 $54.7K <0.01% 0 Timeline QJUN 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: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 1,750 shares 1,750 $54.7K <0.01% -750 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 735 shares; 2026Q1: 735 shares 735 $54.7K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 115 shares; 2025Q2: 81 shares; 2025Q3: 63 shares; 2025Q4: 193 shares; 2026Q1: 188 shares 188 $54.6K <0.01% -5 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 100 shares 100 $54.5K <0.01% new Timeline IBD 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: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 2,277 shares 2,277 $54.3K <0.01% +2,240 Timeline XSOE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 1,350 shares 1,350 $54.1K <0.01% +450 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares 1,620 $53.8K <0.01% 0 Timeline SCHR 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: 800 shares; 2025Q1: 2,660 shares; 2025Q2: 2,159 shares; 2025Q3: 2,451 shares; 2025Q4: 2,060 shares; 2026Q1: 2,155 shares 2,155 $53.7K <0.01% +95 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 2,750 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,711 shares 3,711 $53.5K <0.01% +461 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,353 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,194 shares 1,194 $53.5K <0.01% -81 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,466 shares; 2025Q1: 1,450 shares; 2025Q2: 1,538 shares; 2025Q3: 3,248 shares; 2025Q4: 3,245 shares; 2026Q1: 2,121 shares 2,121 $52.8K <0.01% -1,124 Timeline GJUL 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: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares 1,291 $52.6K <0.01% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 2,399 shares 2,399 $52.4K <0.01% +2,299 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 1,180 shares; 2025Q4: 1,189 shares; 2026Q1: 1,197 shares 1,197 $52.3K <0.01% +8 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $51.9K <0.01% 0 Timeline DECT 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: 1,260 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares 1,460 $51.9K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393 shares; 2025Q1: 366 shares; 2025Q2: 371 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 396 shares 396 $51.4K <0.01% +15 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,268 shares; 2025Q1: 2,326 shares; 2025Q2: 2,202 shares; 2025Q3: 2,210 shares; 2025Q4: 2,125 shares; 2026Q1: 1,779 shares 1,779 $51.1K <0.01% -346 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 175 shares; 2025Q2: 178 shares; 2025Q3: 169 shares; 2025Q4: 182 shares; 2026Q1: 144 shares 144 $51K <0.01% -38 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,756 shares; 2025Q1: 3,379 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares; 2026Q1: 1,506 shares 1,506 $50.8K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 6,215 shares; 2026Q1: 6,215 shares 6,215 $50.7K <0.01% 0 Timeline IDEF 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares 1,548 $50.7K <0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 176 shares; 2025Q2: 100 shares; 2025Q3: 400 shares; 2025Q4: 445 shares; 2026Q1: 532 shares 532 $50.4K <0.01% +87 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 320 shares; 2025Q2: 347 shares; 2025Q3: 246 shares; 2025Q4: 236 shares; 2026Q1: 244 shares 244 $50.3K <0.01% +8 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $50.1K <0.01% 0 Timeline EVYM 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: not reported; 2025Q4: not reported; 2026Q1: 1,008 shares 1,008 $50K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 409 shares; 2025Q2: 406 shares; 2025Q3: 452 shares; 2025Q4: 449 shares; 2026Q1: 489 shares 489 $49.9K <0.01% +40 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,540 shares; 2025Q1: 47,479 shares; 2025Q2: 50,481 shares; 2025Q3: 14,439 shares; 2025Q4: 15,399 shares; 2026Q1: 9,683 shares 9,683 $49.4K <0.01% -5,716 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,720 shares; 2025Q3: 3,495 shares; 2025Q4: 2,785 shares; 2026Q1: 2,676 shares 2,676 $49.4K <0.01% -109 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 323 shares; 2025Q2: 324 shares; 2025Q3: 845 shares; 2025Q4: 799 shares; 2026Q1: 800 shares 800 $49.4K <0.01% +1 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 855 shares; 2026Q1: 879 shares 879 $49.3K <0.01% +24 Timeline NIKL 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: not reported; 2025Q4: 300 shares; 2026Q1: 3,065 shares 3,065 $49.1K <0.01% +2,765 Timeline DCOR 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: not reported; 2025Q4: not reported; 2026Q1: 675 shares 675 $48.7K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: not reported; 2025Q4: 2 shares; 2026Q1: 358 shares 358 $48.5K <0.01% +356 Timeline KNG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 995 shares 995 $48.5K <0.01% new Timeline SPYD 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: 155 shares; 2025Q1: 755 shares; 2025Q2: 555 shares; 2025Q3: 985 shares; 2025Q4: 1,110 shares; 2026Q1: 1,060 shares 1,060 $48.3K <0.01% -50 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,380 shares; 2025Q1: 5,750 shares; 2025Q2: 6,714 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares 657 $48K <0.01% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 263 shares; 2025Q4: 338 shares; 2026Q1: 629 shares 629 $48K <0.01% +291 Timeline HACK 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: 2,616 shares; 2025Q1: 2,313 shares; 2025Q2: 702 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 638 shares 638 $47.9K <0.01% +136 Timeline BBCB 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: 393 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 810 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares 1,054 $47.8K <0.01% 0 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares 1,630 $47.6K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 809 shares; 2025Q4: 829 shares; 2026Q1: 854 shares 854 $46.7K <0.01% +25 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,002 shares; 2025Q1: 1,009 shares; 2025Q2: 1,214 shares; 2025Q3: 1,223 shares; 2025Q4: 1,232 shares; 2026Q1: 1,156 shares 1,156 $46.6K <0.01% -76 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 541 shares; 2025Q3: 548 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $46.6K <0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64 shares; 2025Q1: 216 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 24 shares; 2026Q1: 1,869 shares 1,869 $46.4K <0.01% +1,845 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,864 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,954 shares; 2026Q1: 1,815 shares 1,815 $46.3K <0.01% -139 Timeline ISMD 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: 1,155 shares 1,155 $46.2K <0.01% new Timeline NVR NVR INC More: the full row for NVR 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: 12 shares; 2025Q4: 12 shares; 2026Q1: 7 shares 7 $46.1K <0.01% -5 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,463 shares; 2025Q1: 1,326 shares; 2025Q2: 1,051 shares; 2025Q3: 257 shares; 2025Q4: 232 shares; 2026Q1: 236 shares 236 $46.1K <0.01% +4 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 241 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 244 shares 244 $45.7K <0.01% +4 Timeline FDN 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: 347 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 201 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $45.4K <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,102 shares; 2025Q4: 5,120 shares; 2026Q1: 5,021 shares 5,021 $45.3K <0.01% -99 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 601 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $45.2K <0.01% 0 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,479 shares; 2025Q1: 19,862 shares; 2025Q2: 2,573 shares; 2025Q3: 2,628 shares; 2025Q4: 3,687 shares; 2026Q1: 3,748 shares 3,748 $45.2K <0.01% +61 Timeline SHYG 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: 1,084 shares; 2025Q1: 1,551 shares; 2025Q2: 1,516 shares; 2025Q3: 1,655 shares; 2025Q4: 1,056 shares; 2026Q1: 1,066 shares 1,066 $45.1K <0.01% +10 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 1,573 shares; 2025Q2: 1,894 shares; 2025Q3: 5,075 shares; 2025Q4: 1,538 shares; 2026Q1: 1,149 shares 1,149 $45K <0.01% -389 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 54 shares; 2025Q2: 82 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 74 shares 74 $44.8K <0.01% -3 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 237 shares; 2025Q2: 240 shares; 2025Q3: 237 shares; 2025Q4: 240 shares; 2026Q1: 261 shares 261 $44.7K <0.01% +21 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $44.2K <0.01% 0 Timeline FTSL 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: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $44.2K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,300 shares; 2025Q1: 9,300 shares; 2025Q2: 17,300 shares; 2025Q3: 15,000 shares; 2025Q4: 16,130 shares; 2026Q1: 8,536 shares 8,536 $44.1K <0.01% -7,594 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 293 shares; 2025Q1: 1,186 shares; 2025Q2: 1,198 shares; 2025Q3: 1,111 shares; 2025Q4: 1,090 shares; 2026Q1: 1,098 shares 1,098 $44.1K <0.01% +8 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 140 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 316 shares 316 $44K <0.01% +92 Timeline JULT 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $44K <0.01% 0 Timeline IEF 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: 130 shares; 2025Q1: 106 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 275 shares; 2026Q1: 460 shares 460 $43.9K <0.01% +185 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,633 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 935 shares 935 $43.7K <0.01% -701 Timeline DVYA 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: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $43.4K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 282 shares; 2025Q2: 215 shares; 2025Q3: 221 shares; 2025Q4: 228 shares; 2026Q1: 251 shares 251 $43.4K <0.01% +23 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,988 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $43.3K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: 781 shares; 2025Q2: 721 shares; 2025Q3: 716 shares; 2025Q4: 743 shares; 2026Q1: 728 shares 728 $43.1K <0.01% -15 Timeline EKG 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: not reported; 2025Q1: not reported; 2025Q2: 7,238 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares; 2026Q1: 2,654 shares 2,654 $43.1K <0.01% -397 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 714 shares; 2025Q1: 1,581 shares; 2025Q2: 1,457 shares; 2025Q3: 1,229 shares; 2025Q4: 1,316 shares; 2026Q1: 1,127 shares 1,127 $43.1K <0.01% -189 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 428 shares; 2025Q3: 469 shares; 2025Q4: 613 shares; 2026Q1: 573 shares 573 $43K <0.01% -40 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 145,741 shares; 2025Q2: 137,204 shares; 2025Q3: 11,367 shares; 2025Q4: 8,136 shares; 2026Q1: 3,348 shares 3,348 $42.9K <0.01% -4,788 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 218 shares; 2025Q2: 188 shares; 2025Q3: 231 shares; 2025Q4: 232 shares; 2026Q1: 230 shares 230 $42.8K <0.01% -2 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY 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: not reported; 2025Q4: 601 shares; 2026Q1: 601 shares 601 $42.8K <0.01% 0 Timeline AOK 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: 783 shares; 2025Q1: 981 shares; 2025Q2: 846 shares; 2025Q3: 737 shares; 2025Q4: 973 shares; 2026Q1: 1,073 shares 1,073 $42.8K <0.01% +100 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 236 shares; 2025Q2: 237 shares; 2025Q3: 192 shares; 2025Q4: 172 shares; 2026Q1: 173 shares 173 $42.7K <0.01% +1 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 202 shares; 2025Q3: 199 shares; 2025Q4: 218 shares; 2026Q1: 225 shares 225 $42.6K <0.01% +7 Timeline KSEP 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: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,505 shares; 2026Q1: 1,505 shares 1,505 $42.4K <0.01% 0 Timeline BIBL 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: 900 shares 900 $42.4K <0.01% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,055 shares; 2025Q2: 5,973 shares; 2025Q3: 10,077 shares; 2025Q4: 10,983 shares; 2026Q1: 11,280 shares 11,280 $42.4K <0.01% +297 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 501 shares; 2025Q2: 1,057 shares; 2025Q3: 1,056 shares; 2025Q4: 1,090 shares; 2026Q1: 497 shares 497 $42.1K <0.01% -593 Timeline DHS 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: 368 shares; 2025Q1: 370 shares; 2025Q2: 374 shares; 2025Q3: 377 shares; 2025Q4: 381 shares; 2026Q1: 383 shares 383 $41.9K <0.01% +2 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 121 shares; 2026Q1: 462 shares 462 $41.6K <0.01% +341 Timeline EFAX 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: 721 shares; 2025Q1: 702 shares; 2025Q2: 739 shares; 2025Q3: 760 shares; 2025Q4: 797 shares; 2026Q1: 834 shares 834 $41.5K <0.01% +37 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 167 shares; 2025Q4: 3,387 shares; 2026Q1: 434 shares 434 $41.4K <0.01% -2,953 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 381 shares; 2025Q2: 346 shares; 2025Q3: 186 shares; 2025Q4: 326 shares; 2026Q1: 271 shares 271 $41.4K <0.01% -55 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 308 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307 $41.3K <0.01% 0 Timeline SMLF 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: 3,385 shares; 2025Q2: 2,982 shares; 2025Q3: 3,126 shares; 2025Q4: 2,106 shares; 2026Q1: 548 shares 548 $41.3K <0.01% -1,558 Timeline JNK 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: 421 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 423 shares; 2025Q4: 425 shares; 2026Q1: 426 shares 426 $40.8K <0.01% +1 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,466 shares; 2025Q1: 2,863 shares; 2025Q2: 2,511 shares; 2025Q3: 2,607 shares; 2025Q4: 2,608 shares; 2026Q1: 2,576 shares 2,576 $40.3K <0.01% -32 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 665 shares; 2025Q3: 683 shares; 2025Q4: 610 shares; 2026Q1: 584 shares 584 $40.2K <0.01% -26 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,409 shares; 2025Q2: 8,409 shares; 2025Q3: 3,418 shares; 2025Q4: 3,418 shares; 2026Q1: 3,418 shares 3,418 $40K <0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 499 shares; 2025Q2: 490 shares; 2025Q3: 495 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492 $40K <0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 372 shares; 2026Q1: 369 shares 369 $39.9K <0.01% -3 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $39.7K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 102 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 800 shares; 2026Q1: 672 shares 672 $39.7K <0.01% -128 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 122 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 146 shares 146 $39.5K <0.01% -5 Timeline EEMS 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: 3,463 shares; 2025Q1: 2,884 shares; 2025Q2: 2,904 shares; 2025Q3: 546 shares; 2025Q4: 562 shares; 2026Q1: 570 shares 570 $39.5K <0.01% +8 Timeline AVXC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares 580 $39.2K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,262 shares; 2025Q2: 1,981 shares; 2025Q3: 1,539 shares; 2025Q4: 1,542 shares; 2026Q1: 379 shares 379 $39.2K <0.01% -1,163 Timeline EZU 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: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 634 shares; 2026Q1: 625 shares 625 $39.1K <0.01% -9 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,347 shares; 2025Q1: 329 shares; 2025Q2: 344 shares; 2025Q3: 291 shares; 2025Q4: 293 shares; 2026Q1: 309 shares 309 $39K <0.01% +16 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 614 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 964 shares; 2026Q1: 964 shares 964 $39K <0.01% 0 Timeline FJUN 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: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,090 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 690 shares 690 $39K <0.01% -300 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,141 shares; 2025Q1: 641 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares 811 $38.9K <0.01% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 806 shares; 2026Q1: 806 shares 806 $38.8K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 1,327 shares; 2025Q2: 1,776 shares; 2025Q3: 2,122 shares; 2025Q4: 2,163 shares; 2026Q1: 2,243 shares 2,243 $38.7K <0.01% +80 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 580 shares; 2025Q2: 496 shares; 2025Q3: 1,422 shares; 2025Q4: 1,739 shares; 2026Q1: 1,754 shares 1,754 $38.6K <0.01% +15 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 801 shares; 2025Q1: 1,491 shares; 2025Q2: 1,554 shares; 2025Q3: 1,489 shares; 2025Q4: 1,864 shares; 2026Q1: 2,457 shares 2,457 $38.6K <0.01% +593 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $38.5K <0.01% 0 Timeline SKYY 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: 862 shares; 2025Q1: 859 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $38.3K <0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 165 shares; 2025Q2: 167 shares; 2025Q3: 165 shares; 2025Q4: 180 shares; 2026Q1: 187 shares 187 $38.2K <0.01% +7 Timeline IMAR 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: 1,315 shares 1,315 $38.2K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367 shares; 2025Q1: 292 shares; 2025Q2: 325 shares; 2025Q3: 263 shares; 2025Q4: 194 shares; 2026Q1: 220 shares 220 $38K <0.01% +26 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,699 shares; 2026Q1: 1,053 shares 1,053 $37.8K <0.01% -646 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,376 shares; 2025Q2: 595 shares; 2025Q3: 598 shares; 2025Q4: 601 shares; 2026Q1: 604 shares 604 $37.8K <0.01% +3 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,550 shares; 2025Q1: 589 shares; 2025Q2: 2,476 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 3,400 shares 3,400 $37.7K <0.01% +3,000 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 707 shares; 2026Q1: 673 shares 673 $37.5K <0.01% -34 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP 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: 1,011 shares 1,011 $37.4K <0.01% new Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS 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: 800 shares 800 $37.3K <0.01% new Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 343 shares; 2025Q2: 363 shares; 2025Q3: 414 shares; 2025Q4: 470 shares; 2026Q1: 502 shares 502 $37.3K <0.01% +32 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,250 shares; 2025Q1: 4,800 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $37.3K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 183 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 178 shares 178 $37.1K <0.01% +2 Timeline COMT 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: 129 shares; 2025Q1: 1,369 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,117 shares; 2026Q1: 1,096 shares 1,096 $37K <0.01% -21 Timeline VFH 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: 305 shares; 2025Q1: 305 shares; 2025Q2: 321 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $36.9K <0.01% 0 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,947 shares; 2025Q3: 2,995 shares; 2025Q4: 3,174 shares; 2026Q1: 2,605 shares 2,605 $36.8K <0.01% -569 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,086 shares; 2025Q1: 709 shares; 2025Q2: 347 shares; 2025Q3: 322 shares; 2025Q4: 327 shares; 2026Q1: 335 shares 335 $36.7K <0.01% +8 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 699 shares; 2025Q2: 966 shares; 2025Q3: 3,114 shares; 2025Q4: 3,563 shares; 2026Q1: 941 shares 941 $36.7K <0.01% -2,622 Timeline PSLV 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: 2,625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 725 shares; 2025Q4: 2,500 shares; 2026Q1: 1,504 shares 1,504 $36.7K <0.01% -996 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 401 shares; 2025Q2: 400 shares; 2025Q3: 405 shares; 2025Q4: 306 shares; 2026Q1: 300 shares 300 $36.6K <0.01% -6 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 311 shares; 2025Q2: 275 shares; 2025Q3: 197 shares; 2025Q4: 221 shares; 2026Q1: 228 shares 228 $36.6K <0.01% +7 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 290 shares; 2025Q2: 225 shares; 2025Q3: 229 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $36.5K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,193 shares; 2025Q1: 2,340 shares; 2025Q2: 2,196 shares; 2025Q3: 2,253 shares; 2025Q4: 2,208 shares; 2026Q1: 2,218 shares 2,218 $36.4K <0.01% +10 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,779 shares; 2025Q1: 1,679 shares; 2025Q2: 1,673 shares; 2025Q3: 1,181 shares; 2025Q4: 525 shares; 2026Q1: 483 shares 483 $36.4K <0.01% -42 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 319 shares; 2025Q3: 486 shares; 2025Q4: 565 shares; 2026Q1: 553 shares 553 $36.4K <0.01% -12 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 500 shares 500 $36.4K <0.01% -71 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,609 shares; 2025Q1: 2,609 shares; 2025Q2: 2,673 shares; 2025Q3: 2,793 shares; 2025Q4: 2,808 shares; 2026Q1: 2,810 shares 2,810 $36.3K <0.01% +2 Timeline FAUG 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $36.2K <0.01% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares; 2026Q1: 1,498 shares 1,498 $35.8K <0.01% -165 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 457 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 503 shares; 2026Q1: 459 shares 459 $35.8K <0.01% -44 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,189 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,189 shares; 2025Q4: 3,189 shares; 2026Q1: 3,189 shares 3,189 $35.8K <0.01% 0 Timeline CNRG 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: 319 shares; 2025Q1: 374 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 232 shares; 2026Q1: 395 shares 395 $35.7K <0.01% +163 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 3,925 shares 3,925 $35.5K <0.01% new Timeline EWX 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: 1,379 shares; 2025Q1: 1,034 shares; 2025Q2: 1,045 shares; 2025Q3: 526 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $35.4K <0.01% 0 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 890 shares; 2025Q3: 1,075 shares; 2025Q4: 1,068 shares; 2026Q1: 904 shares 904 $35.4K <0.01% -164 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 2,665 shares; 2025Q2: 1,010 shares; 2025Q3: 1,023 shares; 2025Q4: 1,648 shares; 2026Q1: 1,824 shares 1,824 $35.2K <0.01% +176 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173 shares; 2025Q1: 176 shares; 2025Q2: 178 shares; 2025Q3: 180 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261 $35.2K <0.01% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 1,286 shares; 2026Q1: 1,359 shares 1,359 $35K <0.01% +73 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 750 shares; 2026Q1: 750 shares 750 $35K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 405 shares; 2025Q1: 407 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $34.8K <0.01% 0 Timeline SEPT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $34.4K <0.01% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 158 shares; 2025Q4: 314 shares; 2026Q1: 352 shares 352 $34.2K <0.01% +38 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS 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: 550 shares 550 $34.2K <0.01% new Timeline MDYG 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: 254 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 262 shares; 2025Q4: 301 shares; 2026Q1: 356 shares 356 $34.2K <0.01% +55 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 365 shares; 2026Q1: 336 shares 336 $34.1K <0.01% -29 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 325 shares 325 $34K <0.01% +19 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 241 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $34K <0.01% 0 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,007 shares; 2025Q3: 3,014 shares; 2025Q4: 3,032 shares; 2026Q1: 3,041 shares 3,041 $33.9K <0.01% +9 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $33.9K <0.01% 0 Timeline ICVT 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: 220 shares; 2025Q1: 218 shares; 2025Q2: 316 shares; 2025Q3: 342 shares; 2025Q4: 341 shares; 2026Q1: 332 shares 332 $33.8K <0.01% -9 Timeline AI C3 AI INC More: the full row for C3 AI 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: 4,000 shares 4,000 $33.7K <0.01% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 595 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 739 shares 739 $33.4K <0.01% +166 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES 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: 436 shares 436 $33.4K <0.01% new Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 1,574 shares 1,574 $33.3K <0.01% +710 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY 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: 26 shares; 2025Q3: 129 shares; 2025Q4: 112 shares; 2026Q1: 104 shares 104 $33.2K <0.01% -8 Timeline TPSC 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: 606 shares; 2025Q1: 612 shares; 2025Q2: 1,034 shares; 2025Q3: 857 shares; 2025Q4: 866 shares; 2026Q1: 777 shares 777 $33K <0.01% -89 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,869 shares; 2025Q3: 2,816 shares; 2025Q4: 2,988 shares; 2026Q1: 2,422 shares 2,422 $32.9K <0.01% -566 Timeline FUNC FIRST UTD CORP More: the full row for FIRST UTD 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: 225 shares; 2025Q4: 395 shares; 2026Q1: 896 shares 896 $32.8K <0.01% +501 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 352 shares; 2025Q2: 28 shares; 2025Q3: 1,013 shares; 2025Q4: 1,393 shares; 2026Q1: 613 shares 613 $32.8K <0.01% -780 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 405 shares; 2025Q2: 479 shares; 2025Q3: 479 shares; 2025Q4: 553 shares; 2026Q1: 637 shares 637 $32.7K <0.01% +84 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 590 shares; 2025Q2: 1,340 shares; 2025Q3: 1,388 shares; 2025Q4: 1,438 shares; 2026Q1: 1,556 shares 1,556 $32.3K <0.01% +118 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 111 shares 111 $32.3K <0.01% +3 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,539 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares 1,680 $32.2K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 2,380 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $32K <0.01% 0 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,966 shares; 2025Q1: 2,266 shares; 2025Q2: 3,343 shares; 2025Q3: 3,228 shares; 2025Q4: 3,278 shares; 2026Q1: 2,750 shares 2,750 $31.9K <0.01% -528 Timeline SELV 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: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 977 shares; 2026Q1: 977 shares 977 $31.6K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $31.5K <0.01% 0 Timeline VTC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 406 shares; 2026Q1: 410 shares 410 $31.5K <0.01% +4 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 1,085 shares 1,085 $31.5K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 714 shares; 2026Q1: 412 shares 412 $31.4K <0.01% -302 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $31.3K <0.01% 0 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,184 shares; 2025Q2: not reported; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares 4,652 $31.1K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 72 shares; 2025Q4: 548 shares; 2026Q1: 588 shares 588 $31K <0.01% +40 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL 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: 669 shares; 2026Q1: 669 shares 669 $31K <0.01% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $31K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,693 shares; 2025Q1: 1,591 shares; 2025Q2: 1,291 shares; 2025Q3: 721 shares; 2025Q4: 1,125 shares; 2026Q1: 730 shares 730 $30.9K <0.01% -395 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 372 shares; 2025Q2: 559 shares; 2025Q3: 577 shares; 2025Q4: 594 shares; 2026Q1: 615 shares 615 $30.8K <0.01% +21 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,183 shares; 2025Q1: 1,071 shares; 2025Q2: 1,026 shares; 2025Q3: 1,020 shares; 2025Q4: 853 shares; 2026Q1: 375 shares 375 $30.5K <0.01% -478 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 606 shares 606 $30.4K <0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD 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: 300 shares 300 $30.3K <0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: 242 shares; 2025Q2: 216 shares; 2025Q3: 192 shares; 2025Q4: 203 shares; 2026Q1: 190 shares 190 $30.1K <0.01% -13 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 208 shares 208 $29.8K <0.01% +1 Timeline AVDE 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: not reported; 2025Q1: 192 shares; 2025Q2: 642 shares; 2025Q3: 617 shares; 2025Q4: 425 shares; 2026Q1: 349 shares 349 $29.6K <0.01% -76 Timeline YLDE 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: 1,138 shares; 2025Q1: 1,264 shares; 2025Q2: 1,200 shares; 2025Q3: 1,234 shares; 2025Q4: 1,257 shares; 2026Q1: 547 shares 547 $29.5K <0.01% -710 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 1,915 shares; 2025Q2: 1,897 shares; 2025Q3: 1,945 shares; 2025Q4: 1,997 shares; 2026Q1: 426 shares 426 $29.5K <0.01% -1,571 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 295 shares 295 $29.5K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 32 shares; 2025Q2: 18 shares; 2025Q3: 31 shares; 2025Q4: 33 shares; 2026Q1: 30 shares 30 $29.4K <0.01% -3 Timeline NMAR 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: 2,755 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 998 shares 998 $29.3K <0.01% -1,207 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 321 shares; 2025Q2: 625 shares; 2025Q3: 314 shares; 2025Q4: 324 shares; 2026Q1: 325 shares 325 $29.3K <0.01% +1 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 140 shares; 2025Q3: 197 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $29.2K <0.01% 0 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,135 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 3,835 shares; 2025Q4: 3,135 shares; 2026Q1: 2,935 shares 2,935 $29.1K <0.01% -200 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares; 2026Q1: 2,610 shares 2,610 $29.1K <0.01% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 561 shares; 2026Q1: 1,216 shares 1,216 $29K <0.01% +655 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 484 shares; 2025Q4: 954 shares; 2026Q1: 1,030 shares 1,030 $28.9K <0.01% +76 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 623 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 617 shares 617 $28.8K <0.01% +6 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 373 shares; 2025Q2: 406 shares; 2025Q3: 370 shares; 2025Q4: 344 shares; 2026Q1: 339 shares 339 $28.8K <0.01% -5 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 39 shares; 2025Q3: 39 shares; 2025Q4: 42 shares; 2026Q1: 45 shares 45 $28.6K <0.01% +3 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 2,113 shares; 2025Q4: 2,271 shares; 2026Q1: 2,922 shares 2,922 $28.6K <0.01% +651 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 261 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 531 shares 531 $28.4K <0.01% +257 Timeline SEIQ 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: 679 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $28.4K <0.01% 0 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $28.3K <0.01% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 419 shares; 2026Q1: 688 shares 688 $28.3K <0.01% +269 Timeline TRS TRIMAS CORP More: the full row for TRIMAS 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: not reported; 2025Q4: not reported; 2026Q1: 785 shares 785 $28.2K <0.01% new Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,258 shares; 2025Q2: 9,258 shares; 2025Q3: 10,885 shares; 2025Q4: 7,837 shares; 2026Q1: 7,837 shares 7,837 $28.1K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 482 shares; 2025Q4: 529 shares; 2026Q1: 465 shares 465 $28K <0.01% -64 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 14 shares; 2025Q2: 17 shares; 2025Q3: 14 shares; 2025Q4: 18 shares; 2026Q1: 19 shares 19 $28K <0.01% +1 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 220 shares; 2025Q2: 268 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 136 shares 136 $27.9K <0.01% +14 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG 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: 100 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 515 shares 515 $27.9K <0.01% +268 Timeline DVYE 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: not reported; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 806 shares; 2025Q4: 806 shares; 2026Q1: 806 shares 806 $27.7K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,386 shares; 2025Q1: 1,613 shares; 2025Q2: 1,464 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 571 shares 571 $27.5K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 136 shares; 2025Q2: 111 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 294 shares 294 $27.4K <0.01% +181 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 328 shares 328 $27.4K <0.01% +42 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU 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 $27.4K <0.01% 0 Timeline SUB 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: 415 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 323 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $27.3K <0.01% 0 Timeline JPRE 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: 392 shares; 2025Q3: 398 shares; 2025Q4: 406 shares; 2026Q1: 561 shares 561 $27K <0.01% +155 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 96 shares; 2025Q2: 127 shares; 2025Q3: 199 shares; 2025Q4: 452 shares; 2026Q1: 218 shares 218 $26.8K <0.01% -234 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL 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: 614 shares; 2025Q3: 614 shares; 2025Q4: 827 shares; 2026Q1: 750 shares 750 $26.6K <0.01% -77 Timeline FENI 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: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares 711 $26.4K <0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,370 shares; 2025Q1: 1,534 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares 1,370 $26.3K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 120 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 128 shares; 2026Q1: 113 shares 113 $26.1K <0.01% -15 Timeline XAR 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: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 183 shares; 2026Q1: 102 shares 102 $26K <0.01% -81 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 991 shares; 2025Q2: 944 shares; 2025Q3: 1,349 shares; 2025Q4: 1,399 shares; 2026Q1: 1,352 shares 1,352 $26K <0.01% -47 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 122 shares; 2025Q2: 126 shares; 2025Q3: 127 shares; 2025Q4: 158 shares; 2026Q1: 152 shares 152 $25.9K <0.01% -6 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 406 shares; 2025Q2: 475 shares; 2025Q3: 490 shares; 2025Q4: 503 shares; 2026Q1: 424 shares 424 $25.9K <0.01% -79 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,131 shares; 2025Q1: 1,457 shares; 2025Q2: 836 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 733 shares 733 $25.8K <0.01% -93 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM 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: 754 shares; 2025Q4: 2,114 shares; 2026Q1: 1,359 shares 1,359 $25.7K <0.01% -755 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,322 shares; 2025Q2: 2,382 shares; 2025Q3: 4,105 shares; 2025Q4: 4,184 shares; 2026Q1: 3,390 shares 3,390 $25.6K <0.01% -794 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: not reported; 2026Q1: 639 shares 639 $25.4K <0.01% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 173 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $25.3K <0.01% 0 Timeline XSW 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: 190 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $25.2K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 505 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 847 shares 847 $25.2K <0.01% +347 Timeline JUNT 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: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $25.2K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,443 shares; 2025Q1: 2,351 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 752 shares; 2026Q1: 367 shares 367 $25.1K <0.01% -385 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $25.1K <0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 221 shares; 2025Q3: 248 shares; 2025Q4: 276 shares; 2026Q1: 245 shares 245 $24.9K <0.01% -31 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 226 shares; 2025Q4: 231 shares; 2026Q1: 232 shares 232 $24.8K <0.01% +1 Timeline FCG 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: 730 shares; 2025Q1: 774 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $24.7K <0.01% 0 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 2,000 shares 2,000 $24.6K <0.01% +1,872 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 501 shares 501 $24.6K <0.01% +155 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 877 shares; 2025Q2: 804 shares; 2025Q3: 679 shares; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $24.6K <0.01% 0 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 340 shares; 2026Q1: 634 shares 634 $24.6K <0.01% +294 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 222 shares 222 $24.5K <0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,130 shares; 2025Q2: 2,136 shares; 2025Q3: 1,049 shares; 2025Q4: 2,669 shares; 2026Q1: 987 shares 987 $24.5K <0.01% -1,682 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 531 shares; 2025Q4: 532 shares; 2026Q1: 533 shares 533 $24.4K <0.01% +1 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 243 shares; 2025Q4: 256 shares; 2026Q1: 260 shares 260 $24.3K <0.01% +4 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 320 shares 320 $24.1K <0.01% -220 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 365 shares; 2025Q4: 390 shares; 2026Q1: 280 shares 280 $24.1K <0.01% -110 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES 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: 202 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $23.7K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 213 shares 213 $23.7K <0.01% -31 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 5,133 shares; 2025Q4: 286 shares; 2026Q1: 367 shares 367 $23.6K <0.01% +81 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 53 shares; 2025Q2: 50 shares; 2025Q3: 49 shares; 2025Q4: 55 shares; 2026Q1: 53 shares 53 $23.6K <0.01% -2 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 164 shares; 2025Q2: 101 shares; 2025Q3: 35 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $23.5K <0.01% 0 Timeline CGUI 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: not reported; 2025Q1: 1,675 shares; 2025Q2: 1,575 shares; 2025Q3: 1,075 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $23.4K <0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,724 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,724 shares; 2025Q4: 2,724 shares; 2026Q1: 2,724 shares 2,724 $23.2K <0.01% 0 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,399 shares; 2025Q3: 3,399 shares; 2025Q4: 3,399 shares; 2026Q1: 3,399 shares 3,399 $23.1K <0.01% 0 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 496 shares; 2025Q4: 502 shares; 2026Q1: 502 shares 502 $23K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,271 shares; 2025Q1: 1,941 shares; 2025Q2: 1,788 shares; 2025Q3: 1,937 shares; 2025Q4: 1,080 shares; 2026Q1: 305 shares 305 $23K <0.01% -775 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares 1,885 $22.9K <0.01% 0 Timeline CERY 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: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648 $22.8K <0.01% 0 Timeline BITO 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: 1,739 shares; 2025Q1: 235 shares; 2025Q2: 365 shares; 2025Q3: 418 shares; 2025Q4: 1,573 shares; 2026Q1: 2,429 shares 2,429 $22.6K <0.01% +856 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 160 shares 160 $22.6K <0.01% +145 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 389 shares; 2025Q3: 507 shares; 2025Q4: 602 shares; 2026Q1: 625 shares 625 $22.6K <0.01% +23 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 5 shares; 2025Q4: 23 shares; 2026Q1: 32 shares 32 $22.5K <0.01% +9 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 279 shares; 2025Q2: 265 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $22.4K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 255 shares; 2025Q2: 262 shares; 2025Q3: 253 shares; 2025Q4: 313 shares; 2026Q1: 348 shares 348 $22.3K <0.01% +35 Timeline SPLB 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $22.2K <0.01% 0 Timeline FSLY FASTLY INC More: the full row for FASTLY 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: 762 shares 762 $22.1K <0.01% new Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,746 shares; 2025Q1: 6,089 shares; 2025Q2: 7,202 shares; 2025Q3: 7,202 shares; 2025Q4: 6,202 shares; 2026Q1: 6,202 shares 6,202 $21.9K <0.01% 0 Timeline FESM 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: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 573 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 574 shares 574 $21.8K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $21.8K <0.01% 0 Timeline IYE 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: 407 shares; 2025Q1: 359 shares; 2025Q2: 360 shares; 2025Q3: 362 shares; 2025Q4: 342 shares; 2026Q1: 334 shares 334 $21.6K <0.01% -8 Timeline NOV NOV INC More: the full row for NOV 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: 807 shares; 2026Q1: 1,148 shares 1,148 $21.6K <0.01% +341 Timeline QUS 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: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $21.5K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 3,973 shares; 2025Q2: 3,299 shares; 2025Q3: 1,080 shares; 2025Q4: 1,070 shares; 2026Q1: 941 shares 941 $21.4K <0.01% -129 Timeline VIOV 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: 204 shares; 2025Q1: 205 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 208 shares; 2026Q1: 209 shares 209 $21.3K <0.01% +1 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,724 shares; 2025Q1: 1,724 shares; 2025Q2: 1,724 shares; 2025Q3: 1,724 shares; 2025Q4: 1,724 shares; 2026Q1: 1,724 shares 1,724 $21.3K <0.01% 0 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,379 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,994 shares; 2026Q1: 2,149 shares 2,149 $21.3K <0.01% +155 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 109 shares; 2025Q4: 164 shares; 2026Q1: 181 shares 181 $21.2K <0.01% +17 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790 $21.1K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 429 shares; 2025Q2: 262 shares; 2025Q3: 196 shares; 2025Q4: 114 shares; 2026Q1: 117 shares 117 $21.1K <0.01% +3 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares 239 $21K <0.01% 0 Timeline IYK 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: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $21K <0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,233 shares; 2026Q1: 1,258 shares 1,258 $20.9K <0.01% +25 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW 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: 671 shares; 2025Q4: 675 shares; 2026Q1: 679 shares 679 $20.9K <0.01% +4 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 105 shares; 2026Q1: 123 shares 123 $20.8K <0.01% +18 Timeline MSTY 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: 805 shares; 2026Q1: 971 shares 971 $20.7K <0.01% +166 Timeline TDVG 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: 2,822 shares; 2025Q1: 2,830 shares; 2025Q2: 1,376 shares; 2025Q3: 1,379 shares; 2025Q4: 1,383 shares; 2026Q1: 462 shares 462 $20.6K <0.01% -921 Timeline IBDV 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: 890 shares; 2025Q1: 897 shares; 2025Q2: 908 shares; 2025Q3: 918 shares; 2025Q4: 932 shares; 2026Q1: 939 shares 939 $20.6K <0.01% +7 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 337 shares; 2025Q4: 338 shares; 2026Q1: 340 shares 340 $20.4K <0.01% +2 Timeline IBDU 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: 828 shares; 2025Q1: 835 shares; 2025Q2: 845 shares; 2025Q3: 855 shares; 2025Q4: 868 shares; 2026Q1: 875 shares 875 $20.3K <0.01% +7 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 236 shares 236 $20.3K <0.01% +24 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 288 shares; 2026Q1: 289 shares 289 $20.3K <0.01% +1 Timeline CTS CTS CORP More: the full row for CTS 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: not reported; 2025Q4: 228 shares; 2026Q1: 425 shares 425 $20.3K <0.01% +197 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 220 shares; 2026Q1: 205 shares 205 $20.2K <0.01% -15 Timeline IBDT 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: 754 shares; 2025Q1: 760 shares; 2025Q2: 769 shares; 2025Q3: 778 shares; 2025Q4: 790 shares; 2026Q1: 795 shares 795 $20.1K <0.01% +5 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $20.1K <0.01% 0 Timeline JANT 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: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $20.1K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 530 shares; 2025Q2: 215 shares; 2025Q3: 245 shares; 2025Q4: 215 shares; 2026Q1: 1,067 shares 1,067 $20K <0.01% +852 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 275 shares; 2025Q2: 262 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 307 shares 307 $20K <0.01% +8 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $19.9K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,441 shares; 2025Q1: 9,601 shares; 2025Q2: 8,217 shares; 2025Q3: 6,270 shares; 2025Q4: 2,633 shares; 2026Q1: 1,958 shares 1,958 $19.9K <0.01% -675 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 73 shares; 2025Q2: 70 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 70 shares 70 $19.8K <0.01% +1 Timeline IBDS 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: 773 shares; 2025Q1: 779 shares; 2025Q2: 787 shares; 2025Q3: 796 shares; 2025Q4: 808 shares; 2026Q1: 813 shares 813 $19.7K <0.01% +5 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,197 shares 1,197 $19.7K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 35 shares 35 $19.7K <0.01% +1 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $19.6K <0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 560 shares; 2026Q1: 483 shares 483 $19.4K <0.01% -77 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $19.2K <0.01% 0 Timeline VLUE 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: 124 shares; 2025Q1: 125 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 122 shares; 2026Q1: 135 shares 135 $19.1K <0.01% +13 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,510 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 340 shares; 2025Q4: 270 shares; 2026Q1: 370 shares 370 $19K <0.01% +100 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279 $19K <0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 923 shares 923 $19K <0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $19K <0.01% 0 Timeline DON 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: 357 shares; 2025Q1: 357 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $18.9K <0.01% 0 Timeline NANR 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: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $18.8K <0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 739 shares; 2025Q2: 756 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $18.8K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 119 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 143 shares; 2026Q1: 148 shares 148 $18.8K <0.01% +5 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 173 shares; 2025Q4: 224 shares; 2026Q1: 249 shares 249 $18.8K <0.01% +25 Timeline IBTG 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: 4,717 shares; 2025Q1: 4,722 shares; 2025Q2: 794 shares; 2025Q3: 803 shares; 2025Q4: 813 shares; 2026Q1: 819 shares 819 $18.8K <0.01% +6 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $18.7K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,139 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares 1,096 $18.6K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 63 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 54 shares 54 $18.6K <0.01% +1 Timeline CGHY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 732 shares; 2026Q1: 740 shares 740 $18.6K <0.01% +8 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 507 shares 507 $18.6K <0.01% -148 Timeline BSMR 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: 1,136 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares 784 $18.5K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $18.5K <0.01% 0 Timeline JPIB 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: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 386 shares 386 $18.5K <0.01% +36 Timeline FIXD 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: 162 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $18.3K <0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 2,500 shares 2,500 $18.3K <0.01% +1,300 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $18.3K <0.01% 0 Timeline EMHC 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: 517 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares 729 $18.1K <0.01% 0 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $18K <0.01% 0 Timeline BAUG 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: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares 363 $17.7K <0.01% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 80 shares; 2025Q3: 107 shares; 2025Q4: 922 shares; 2026Q1: 108 shares 108 $17.7K <0.01% -814 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $17.6K <0.01% 0 Timeline DMBS 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: 349 shares; 2025Q2: 349 shares; 2025Q3: 350 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $17.5K <0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 191 shares; 2025Q3: 300 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $17.5K <0.01% 0 Timeline DCRE 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: 330 shares; 2025Q2: 330 shares; 2025Q3: 331 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $17.4K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,598 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832 $17.4K <0.01% 0 Timeline FMAT 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: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $17.3K <0.01% 0 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 23 shares; 2025Q2: 273 shares; 2025Q3: 252 shares; 2025Q4: 311 shares; 2026Q1: 262 shares 262 $17.3K <0.01% -49 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $17.2K <0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 322 shares 322 $17K <0.01% +6 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 273 shares; 2025Q2: 504 shares; 2025Q3: 264 shares; 2025Q4: 263 shares; 2026Q1: 236 shares 236 $16.9K <0.01% -27 Timeline FDL 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: 498 shares; 2025Q1: 343 shares; 2025Q2: 490 shares; 2025Q3: 501 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $16.9K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $16.9K <0.01% 0 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $16.7K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 143 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 79 shares 79 $16.7K <0.01% +3 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 980 shares; 2025Q2: 1,098 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares 832 $16.7K <0.01% 0 Timeline IMVT IMMUNOVANT INC More: the full row for IMMUNOVANT 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: 437 shares; 2025Q3: 437 shares; 2025Q4: 572 shares; 2026Q1: 671 shares 671 $16.7K <0.01% +99 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $16.7K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 176 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $16.6K <0.01% 0 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 476 shares 476 $16.6K <0.01% -525 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,200 shares; 2026Q1: 900 shares 900 $16.5K <0.01% -1,300 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,143 shares; 2025Q1: 4,268 shares; 2025Q2: 4,884 shares; 2025Q3: 2,211 shares; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares 2,143 $16.4K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 862 shares; 2025Q2: 848 shares; 2025Q3: 905 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $16.3K <0.01% 0 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 262 shares; 2025Q3: 200 shares; 2025Q4: 275 shares; 2026Q1: 432 shares 432 $16.3K <0.01% +157 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 373 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $16.3K <0.01% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares 1,537 $16.2K <0.01% 0 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS 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: 443 shares; 2025Q3: 621 shares; 2025Q4: 477 shares; 2026Q1: 477 shares 477 $16.2K <0.01% 0 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 760 shares; 2025Q2: 730 shares; 2025Q3: 721 shares; 2025Q4: 720 shares; 2026Q1: 360 shares 360 $16.1K <0.01% -360 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317 shares 317 $16K <0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $15.9K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 35 shares; 2025Q2: 41 shares; 2025Q3: 497 shares; 2025Q4: 679 shares; 2026Q1: 239 shares 239 $15.9K <0.01% -440 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 5 shares; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 381 shares 381 $15.8K <0.01% +182 Timeline EPP 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: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $15.8K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 65 shares; 2025Q4: 78 shares; 2026Q1: 85 shares 85 $15.6K <0.01% +7 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 232 shares; 2025Q3: 209 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $15.5K <0.01% 0 Timeline ANGL 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: not reported; 2025Q1: 502 shares; 2025Q2: 534 shares; 2025Q3: 535 shares; 2025Q4: 538 shares; 2026Q1: 539 shares 539 $15.5K <0.01% +1 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 81 shares; 2025Q2: 352 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 88 shares 88 $15.5K <0.01% +6 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 364 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 364 shares; 2026Q1: 364 shares 364 $15.3K <0.01% 0 Timeline DFNM 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: 307 shares; 2025Q1: 309 shares; 2025Q2: 311 shares; 2025Q3: 313 shares; 2025Q4: 316 shares; 2026Q1: 318 shares 318 $15.2K <0.01% +2 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 190 shares; 2025Q2: 191 shares; 2025Q3: 160 shares; 2025Q4: 198 shares; 2026Q1: 167 shares 167 $15.1K <0.01% -31 Timeline VEXC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 185 shares 185 $15.1K <0.01% +60 Timeline ACWI 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: 106 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $14.9K <0.01% 0 Timeline FLCB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares 691 $14.8K <0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 34 shares; 2025Q2: 35 shares; 2025Q3: 32 shares; 2025Q4: 29 shares; 2026Q1: 170 shares 170 $14.8K <0.01% +141 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares; 2026Q1: 20 shares 20 $14.6K <0.01% +2 Timeline FELC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 401 shares 401 $14.5K <0.01% +385 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $14.5K <0.01% 0 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,229 shares; 2025Q4: 1,430 shares; 2026Q1: 830 shares 830 $14.5K <0.01% -600 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: 667 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $14.4K <0.01% 0 Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,783 shares; 2025Q1: 8,783 shares; 2025Q2: 8,783 shares; 2025Q3: 8,783 shares; 2025Q4: 8,783 shares; 2026Q1: 8,783 shares 8,783 $14.3K <0.01% 0 Timeline FDM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 174 shares 174 $14.3K <0.01% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 957 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares 604 $14.3K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 350 shares; 2025Q2: 367 shares; 2025Q3: 357 shares; 2025Q4: 356 shares; 2026Q1: 380 shares 380 $14.3K <0.01% +24 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 707 shares; 2025Q1: 1,028 shares; 2025Q2: 539 shares; 2025Q3: 578 shares; 2025Q4: 621 shares; 2026Q1: 425 shares 425 $14.2K <0.01% -196 Timeline FCOM 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: 610 shares; 2025Q1: 677 shares; 2025Q2: 679 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 208 shares 208 $14.2K <0.01% +1 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $14.2K <0.01% 0 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 5,291 shares; 2025Q4: 5,291 shares; 2026Q1: 5,291 shares 5,291 $14.1K <0.01% 0 Timeline EEMX 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: 400 shares; 2025Q1: 307 shares; 2025Q2: 318 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 320 shares 320 $14.1K <0.01% +4 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,030 shares; 2026Q1: 1,230 shares 1,230 $14.1K <0.01% +200 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 163 shares; 2025Q4: 160 shares; 2026Q1: 161 shares 161 $14.1K <0.01% +1 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 454 shares; 2025Q1: 352 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 272 shares 272 $14.1K <0.01% -87 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $14K <0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 604 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $14K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 702 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 411 shares 411 $14K <0.01% -181 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,027 shares; 2025Q1: 1,022 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,198 shares; 2026Q1: 1,373 shares 1,373 $13.8K <0.01% +175 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 605 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 607 shares; 2026Q1: 611 shares 611 $13.7K <0.01% +4 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 358 shares; 2025Q1: 361 shares; 2025Q2: 2,183 shares; 2025Q3: 794 shares; 2025Q4: 384 shares; 2026Q1: 413 shares 413 $13.7K <0.01% +29 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $13.7K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 473 shares; 2025Q3: 291 shares; 2025Q4: 100 shares; 2026Q1: 165 shares 165 $13.7K <0.01% +65 Timeline EWU 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $13.7K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 129 shares; 2025Q2: 139 shares; 2025Q3: 103 shares; 2025Q4: 111 shares; 2026Q1: 125 shares 125 $13.6K <0.01% +14 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 21 shares; 2025Q2: 27 shares; 2025Q3: 24 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $13.5K <0.01% 0 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA 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: 450 shares; 2026Q1: 580 shares 580 $13.5K <0.01% +130 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $13.5K <0.01% 0 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 485 shares 485 $13.4K <0.01% -575 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 703 shares; 2025Q1: 710 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 725 shares; 2026Q1: 716 shares 716 $13.4K <0.01% -9 Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,150 shares; 2026Q1: 6,900 shares 6,900 $13.4K <0.01% -250 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 611 shares; 2025Q2: 621 shares; 2025Q3: 633 shares; 2025Q4: 644 shares; 2026Q1: 656 shares 656 $13.4K <0.01% +12 Timeline BLES 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: 301 shares 301 $13.4K <0.01% new Timeline SPTM 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: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $13.2K <0.01% 0 Timeline IHDG 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: not reported; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 389 shares; 2026Q1: 274 shares 274 $13.2K <0.01% -115 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 615 shares; 2025Q3: 543 shares; 2025Q4: 578 shares; 2026Q1: 297 shares 297 $13.2K <0.01% -281 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 16 shares; 2025Q2: 80 shares; 2025Q3: 85 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $13.2K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $13.2K <0.01% 0 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,707 shares; 2025Q1: 3,777 shares; 2025Q2: 2,964 shares; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares 3,191 $13.1K <0.01% 0 Timeline IMCV 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: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $13.1K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 288 shares; 2025Q2: 232 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 246 shares 246 $13.1K <0.01% +15 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares; 2026Q1: 2,124 shares 2,124 $13.1K <0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $13K <0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares 2,330 $12.9K <0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 703 shares 703 $12.8K <0.01% +203 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS 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: 128 shares; 2026Q1: 128 shares 128 $12.7K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,607 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 745 shares 745 $12.7K <0.01% -500 Timeline JQUA 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: 161 shares; 2025Q1: 72 shares; 2025Q2: 112 shares; 2025Q3: 144 shares; 2025Q4: 304 shares; 2026Q1: 207 shares 207 $12.7K <0.01% -97 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,199 shares; 2025Q1: 1,466 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares; 2026Q1: 1,466 shares 1,466 $12.6K <0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 37 shares; 2025Q2: 72 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $12.6K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 102 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 106 shares 106 $12.5K <0.01% +5 Timeline NPO ENPRO INC More: the full row for ENPRO 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: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $12.5K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 116 shares; 2025Q4: 221 shares; 2026Q1: 267 shares 267 $12.5K <0.01% +46 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $12.4K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 39 shares; 2025Q3: 63 shares; 2025Q4: 64 shares; 2026Q1: 68 shares 68 $12.2K <0.01% +4 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 371 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $12.2K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $12.2K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $12.1K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 492 shares; 2025Q3: 473 shares; 2025Q4: 114 shares; 2026Q1: 150 shares 150 $12.1K <0.01% +36 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 273 shares; 2025Q2: 249 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 466 shares 466 $12.1K <0.01% -168 Timeline PSCU 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $12K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 75 shares; 2025Q4: 117 shares; 2026Q1: 147 shares 147 $12K <0.01% +30 Timeline XAIX 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: not reported; 2025Q1: not reported; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $12K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 543 shares; 2025Q2: 440 shares; 2025Q3: 247 shares; 2025Q4: 266 shares; 2026Q1: 65 shares 65 $12K <0.01% -201 Timeline FREL 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: 1,422 shares; 2025Q1: 1,436 shares; 2025Q2: 1,264 shares; 2025Q3: 434 shares; 2025Q4: 438 shares; 2026Q1: 442 shares 442 $11.9K <0.01% +4 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 832 shares; 2025Q1: 333 shares; 2025Q2: 336 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 235 shares 235 $11.9K <0.01% -98 Timeline IXG 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: 110 shares; 2025Q1: 110 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $11.8K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 95 shares; 2025Q2: 91 shares; 2025Q3: 29 shares; 2025Q4: 38 shares; 2026Q1: 47 shares 47 $11.8K <0.01% +9 Timeline FXH 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: 46 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $11.7K <0.01% 0 Timeline PEXL 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $11.7K <0.01% 0 Timeline EJUL 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: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 391 shares 391 $11.7K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 49 shares 49 $11.7K <0.01% +40 Timeline FDLS 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: 315 shares 315 $11.6K <0.01% new Timeline DLN 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: 902 shares; 2025Q1: 902 shares; 2025Q2: 903 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 130 shares 130 $11.6K <0.01% +1 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $11.6K <0.01% 0 Timeline DMX 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: 226 shares; 2025Q2: 226 shares; 2025Q3: 227 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $11.5K <0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,681 shares; 2025Q2: 3,827 shares; 2025Q3: 4,002 shares; 2025Q4: 4,207 shares; 2026Q1: 4,413 shares 4,413 $11.5K <0.01% +206 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB 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: 1,329 shares 1,329 $11.5K <0.01% new Timeline XLSR 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: not reported; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $11.5K <0.01% 0 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 872 shares 872 $11.5K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,509 shares; 2025Q1: 1,263 shares; 2025Q2: 1,014 shares; 2025Q3: 2,302 shares; 2025Q4: 1,052 shares; 2026Q1: 76 shares 76 $11.5K <0.01% -976 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $11.4K <0.01% 0 Timeline IGI WESTERN ASSET INVT GRADE OPP More: the full row for WESTERN ASSET INVT GRADE OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares 708 $11.4K <0.01% 0 Timeline PSCF 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $11.4K <0.01% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $11.3K <0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 747 shares 747 $11.3K <0.01% new Timeline VNQI 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: 281 shares; 2025Q1: 281 shares; 2025Q2: 1,648 shares; 2025Q3: 1,629 shares; 2025Q4: 1,707 shares; 2026Q1: 254 shares 254 $11.3K <0.01% -1,453 Timeline