MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 779 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 857 shares 857 $69.9K <0.01% +38 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 192 shares; 2025Q2: 186 shares; 2025Q3: 503 shares; 2025Q4: 504 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $69.5K <0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,300 shares; 2026Q2: 2,060 shares 2,060 $69.2K <0.01% -240 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 496 shares; 2025Q1: 515 shares; 2025Q2: 494 shares; 2025Q3: 497 shares; 2025Q4: 518 shares; 2026Q1: 494 shares; 2026Q2: 495 shares 495 $68.9K <0.01% +1 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 1,350 shares; 2026Q2: 1,400 shares 1,400 $68.9K <0.01% +50 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; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 340 shares; 2026Q1: 634 shares; 2026Q2: 1,582 shares 1,582 $68.8K <0.01% +948 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 74 shares; 2025Q2: 70 shares; 2025Q3: 72 shares; 2025Q4: 520 shares; 2026Q1: 332 shares; 2026Q2: 289 shares 289 $68.6K <0.01% -43 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 898 shares; 2025Q2: 1,173 shares; 2025Q3: 1,225 shares; 2025Q4: 1,112 shares; 2026Q1: 1,107 shares; 2026Q2: 1,338 shares 1,338 $68.6K <0.01% +231 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; 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; 2026Q2: 14,500 shares 14,500 $68.6K <0.01% +5,964 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 1,703 shares; 2025Q3: 1,107 shares; 2025Q4: 1,113 shares; 2026Q1: 1,119 shares; 2026Q2: 1,123 shares 1,123 $68.5K <0.01% +4 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; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 875 shares; 2026Q1: 892 shares; 2026Q2: 895 shares 895 $68.1K <0.01% +3 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; 2024Q3: restricted; 2024Q4: 64 shares; 2025Q1: 216 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 24 shares; 2026Q1: 1,869 shares; 2026Q2: 2,245 shares 2,245 $67.8K <0.01% +376 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,070 shares; 2025Q1: 376 shares; 2025Q2: 2,179 shares; 2025Q3: 1,514 shares; 2025Q4: 1,217 shares; 2026Q1: 1,222 shares; 2026Q2: 1,272 shares 1,272 $67.6K <0.01% +50 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,156 shares 2,156 $67.5K <0.01% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 109 shares; 2025Q4: 164 shares; 2026Q1: 181 shares; 2026Q2: 664 shares 664 $67.4K <0.01% +483 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $67.3K <0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,057 shares; 2025Q1: 908 shares; 2025Q2: 1,008 shares; 2025Q3: 1,216 shares; 2025Q4: 1,505 shares; 2026Q1: 1,479 shares; 2026Q2: 893 shares 893 $67.2K <0.01% -586 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 504 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 702 shares; 2026Q2: 702 shares 702 $67.2K <0.01% 0 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 698 shares; 2026Q1: 698 shares; 2026Q2: 698 shares 698 $67K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,616 shares; 2025Q1: 2,313 shares; 2025Q2: 702 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 638 shares; 2026Q2: 638 shares 638 $66.9K <0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,149 shares; 2025Q1: 1,151 shares; 2025Q2: 1,152 shares; 2025Q3: 1,103 shares; 2025Q4: 772 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $66.8K <0.01% 0 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,139 shares 2,139 $66.7K <0.01% new Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 943 shares; 2025Q1: 1,588 shares; 2025Q2: 863 shares; 2025Q3: 1,061 shares; 2025Q4: 1,282 shares; 2026Q1: 1,320 shares; 2026Q2: 1,446 shares 1,446 $66.7K <0.01% +126 Timeline NMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,235 shares 2,235 $66.1K <0.01% new Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 978 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $65.8K <0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 207 shares; 2025Q1: 229 shares; 2025Q2: 230 shares; 2025Q3: 80 shares; 2025Q4: 130 shares; 2026Q1: 359 shares; 2026Q2: 230 shares 230 $65.8K <0.01% -129 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: 1,071 shares; 2025Q2: 1,647 shares; 2025Q3: 1,658 shares; 2025Q4: 1,668 shares; 2026Q1: 1,618 shares; 2026Q2: 1,763 shares 1,763 $65.8K <0.01% +145 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,000 shares 1,000 $65.7K <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,457 shares; 2025Q1: 8,580 shares; 2025Q2: 8,457 shares; 2025Q3: 8,457 shares; 2025Q4: 8,457 shares; 2026Q1: 8,457 shares; 2026Q2: 8,457 shares 8,457 $65K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 1,545 shares; 2025Q2: 707 shares; 2025Q3: 718 shares; 2025Q4: 771 shares; 2026Q1: 792 shares; 2026Q2: 796 shares 796 $64.6K <0.01% +4 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 1,275 shares; 2025Q2: 1,384 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $64.4K <0.01% 0 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,176 shares 1,176 $64.2K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $63.6K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,170 shares; 2025Q1: 1,167 shares; 2025Q2: 1,174 shares; 2025Q3: 1,237 shares; 2025Q4: 829 shares; 2026Q1: 823 shares; 2026Q2: 825 shares 825 $63K <0.01% +2 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,540 shares; 2025Q1: 1,850 shares; 2025Q2: 1,917 shares; 2025Q3: 1,887 shares; 2025Q4: 1,247 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $62.9K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,665 shares; 2025Q1: 1,711 shares; 2025Q2: 2,404 shares; 2025Q3: 2,355 shares; 2025Q4: 2,373 shares; 2026Q1: 2,620 shares; 2026Q2: 2,624 shares 2,624 $62.8K <0.01% +4 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $62.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $62.6K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 468 shares; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $62.4K <0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 477 shares; 2025Q1: 464 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 669 shares 669 $62.4K <0.01% -100 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 854 shares; 2025Q1: 812 shares; 2025Q2: 976 shares; 2025Q3: 1,009 shares; 2025Q4: 1,180 shares; 2026Q1: 718 shares; 2026Q2: 448 shares 448 $62.4K <0.01% -270 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares; 2026Q2: 2,715 shares 2,715 $62.2K <0.01% 0 Timeline 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; 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; 2026Q2: 2,250 shares 2,250 $62.1K <0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 702 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $62.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 409 shares; 2025Q2: 406 shares; 2025Q3: 452 shares; 2025Q4: 449 shares; 2026Q1: 489 shares; 2026Q2: 490 shares 490 $61.9K <0.01% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 167 shares; 2025Q4: 3,387 shares; 2026Q1: 434 shares; 2026Q2: 984 shares 984 $61.6K <0.01% +550 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 4 shares; 2025Q4: 110 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $61.5K <0.01% 0 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 3,392 shares; 2025Q3: 5,129 shares; 2025Q4: 5,530 shares; 2026Q1: 4,517 shares; 2026Q2: 4,517 shares 4,517 $61.3K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 176 shares; 2025Q2: 100 shares; 2025Q3: 400 shares; 2025Q4: 445 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $61.2K <0.01% 0 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $61.1K <0.01% new Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,362 shares 2,362 $60.8K <0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 49 shares; 2026Q2: 154 shares 154 $60.7K <0.01% +105 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 936 shares; 2026Q1: 935 shares; 2026Q2: 734 shares 734 $60.6K <0.01% -201 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 401 shares; 2026Q2: 1,445 shares 1,445 $60.6K <0.01% +1,044 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; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 1,536 shares 1,536 $60.5K <0.01% +756 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,093 shares; 2025Q2: 3,905 shares; 2025Q3: 5,962 shares; 2025Q4: 6,455 shares; 2026Q1: 5,372 shares; 2026Q2: 5,372 shares 5,372 $60.5K <0.01% 0 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; 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; 2026Q2: 1,194 shares 1,194 $60.3K <0.01% 0 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares; 2026Q1: 4,835 shares; 2026Q2: 4,835 shares 4,835 $60.2K <0.01% 0 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; 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; 2026Q2: 1,646 shares 1,646 $60.1K <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; 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; 2026Q2: 1,300 shares 1,300 $59.6K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $59.6K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 1,029 shares 1,029 $59.6K <0.01% +129 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 170,854 shares; 2025Q2: 157,228 shares; 2025Q3: 14,051 shares; 2025Q4: 12,213 shares; 2026Q1: 6,507 shares; 2026Q2: 5,887 shares 5,887 $59.3K <0.01% -620 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; 2024Q3: restricted; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares; 2026Q2: 682 shares 682 $59.1K <0.01% -14 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $59K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 667 shares 667 $58.8K <0.01% -68 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,550 shares; 2025Q1: 589 shares; 2025Q2: 2,476 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 3,400 shares; 2026Q2: 5,400 shares 5,400 $58.7K <0.01% +2,000 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 2,417 shares 2,417 $58.7K <0.01% +1,917 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 424 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 436 shares; 2026Q1: 420 shares; 2026Q2: 428 shares 428 $58.6K <0.01% +8 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 3,322 shares; 2025Q3: not reported; 2025Q4: 5,804 shares; 2026Q1: 6,008 shares; 2026Q2: 5,818 shares 5,818 $58.6K <0.01% -190 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; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $58.5K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 7 shares; 2025Q4: 40 shares; 2026Q1: 62 shares; 2026Q2: 121 shares 121 $58.4K <0.01% +59 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; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 241 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 244 shares; 2026Q2: 244 shares 244 $58.1K <0.01% 0 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; 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; 2026Q2: 1,200 shares 1,200 $57.8K <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; 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; 2026Q2: 1,460 shares 1,460 $57.3K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 163 shares; 2025Q2: 164 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 861 shares 861 $57.2K <0.01% +813 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; 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; 2026Q2: 3,433 shares 3,433 $57.1K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,187 shares; 2025Q1: 1,290 shares; 2025Q2: 1,295 shares; 2025Q3: 1,288 shares; 2025Q4: 1,295 shares; 2026Q1: 1,443 shares; 2026Q2: 1,300 shares 1,300 $56.9K <0.01% -143 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 1,305 shares; 2025Q3: 1,345 shares; 2025Q4: 723 shares; 2026Q1: 727 shares; 2026Q2: 736 shares 736 $56.8K <0.01% +9 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $56.1K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,221 shares; 2025Q1: 6,055 shares; 2025Q2: 6,082 shares; 2025Q3: 6,097 shares; 2025Q4: 6,097 shares; 2026Q1: 5,971 shares; 2026Q2: 6,006 shares 6,006 $56K <0.01% +35 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 675 shares; 2026Q2: 677 shares 677 $55.5K <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; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 121 shares; 2026Q1: 462 shares; 2026Q2: 484 shares 484 $55K <0.01% +22 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $55K <0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 14 shares; 2025Q2: 17 shares; 2025Q3: 14 shares; 2025Q4: 18 shares; 2026Q1: 19 shares; 2026Q2: 182 shares 182 $54.9K <0.01% +163 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; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 407 shares; 2026Q2: 375 shares 375 $54.7K <0.01% -32 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 319 shares; 2025Q3: 486 shares; 2025Q4: 565 shares; 2026Q1: 553 shares; 2026Q2: 800 shares 800 $54.5K <0.01% +247 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; 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; 2026Q2: 1,092 shares 1,092 $54.5K <0.01% -64 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,520 shares; 2025Q1: 2,013 shares; 2025Q2: 1,810 shares; 2025Q3: 1,256 shares; 2025Q4: 852 shares; 2026Q1: 477 shares; 2026Q2: 476 shares 476 $54.4K <0.01% -1 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; 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; 2026Q2: 1,506 shares 1,506 $54.2K <0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,340 shares; 2025Q1: 16,636 shares; 2025Q2: 18,636 shares; 2025Q3: 16,550 shares; 2025Q4: 15,950 shares; 2026Q1: 5,884 shares; 2026Q2: 4,164 shares 4,164 $53.6K <0.01% -1,720 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; 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; 2026Q2: 1,086 shares 1,086 $53.2K <0.01% -10 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 102 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 800 shares; 2026Q1: 672 shares; 2026Q2: 673 shares 673 $53K <0.01% +1 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 367 shares 367 $53K <0.01% -187 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 1,180 shares; 2025Q4: 1,189 shares; 2026Q1: 1,197 shares; 2026Q2: 1,206 shares 1,206 $52.4K <0.01% +9 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 43 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares 241 $52.4K <0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 601 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares 621 $52.3K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,008 shares; 2026Q2: 1,021 shares 1,021 $52K <0.01% +13 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 935 shares 935 $51.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 5 shares; 2025Q4: 23 shares; 2026Q1: 32 shares; 2026Q2: 60 shares 60 $51.5K <0.01% +28 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,514 shares; 2025Q2: 12,337 shares; 2025Q3: 13,463 shares; 2025Q4: 707 shares; 2026Q1: 695 shares; 2026Q2: 509 shares 509 $51.5K <0.01% -186 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 600 shares 600 $51.4K <0.01% +20 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; 2024Q3: restricted; 2024Q4: 6,380 shares; 2025Q1: 5,750 shares; 2025Q2: 6,714 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares; 2026Q2: 657 shares 657 $51.3K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 202 shares; 2025Q3: 199 shares; 2025Q4: 218 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $51.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 995 shares; 2026Q2: 1,009 shares 1,009 $50.9K <0.01% +14 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,000 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $50.8K <0.01% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,855 shares 2,855 $50.6K <0.01% +45 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; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 755 shares; 2025Q2: 555 shares; 2025Q3: 985 shares; 2025Q4: 1,110 shares; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares 1,060 $50.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 202 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 265 shares 265 $50.2K <0.01% +10 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,618 shares 2,618 $50K <0.01% +375 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,872 shares 2,872 $49.9K <0.01% -39 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: 781 shares; 2025Q2: 721 shares; 2025Q3: 716 shares; 2025Q4: 743 shares; 2026Q1: 728 shares; 2026Q2: 731 shares 731 $49.7K <0.01% +3 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; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 263 shares; 2025Q4: 338 shares; 2026Q1: 629 shares; 2026Q2: 644 shares 644 $49.6K <0.01% +15 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,102 shares; 2025Q4: 5,120 shares; 2026Q1: 5,021 shares; 2026Q2: 5,021 shares 5,021 $49.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 54 shares; 2025Q2: 82 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $49.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 541 shares; 2025Q3: 548 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $49.2K <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; 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; 2026Q2: 1,450 shares 1,450 $49K <0.01% -300 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,385 shares; 2025Q2: 2,982 shares; 2025Q3: 3,126 shares; 2025Q4: 2,106 shares; 2026Q1: 548 shares; 2026Q2: 549 shares 549 $48.9K <0.01% +1 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,010 shares; 2026Q1: 40,993 shares; 2026Q2: 493 shares 493 $48.8K <0.01% -40,500 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; 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; 2026Q2: 1,787 shares 1,787 $48.3K <0.01% +8 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; 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; 2026Q2: 9,683 shares 9,683 $48.3K <0.01% 0 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; 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; 2026Q2: 1,000 shares 1,000 $47.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 393 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 810 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares 1,054 $47.8K <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; 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; 2026Q2: 2,227 shares 2,227 $47.7K <0.01% +9 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 1,978 shares; 2025Q2: 2,220 shares; 2025Q3: 2,241 shares; 2025Q4: 2,283 shares; 2026Q1: 887 shares; 2026Q2: 887 shares 887 $47.6K <0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,268 shares; 2025Q1: 2,105 shares; 2025Q2: 1,602 shares; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,187 shares; 2026Q2: 936 shares 936 $47.6K <0.01% -251 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,146 shares 1,146 $47.3K <0.01% new 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; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 702 shares; 2025Q2: 739 shares; 2025Q3: 760 shares; 2025Q4: 797 shares; 2026Q1: 834 shares; 2026Q2: 872 shares 872 $47.2K <0.01% +38 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; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 311 shares; 2025Q2: 275 shares; 2025Q3: 197 shares; 2025Q4: 221 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $47.2K <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; 2024Q3: restricted; 2024Q4: 862 shares; 2025Q1: 859 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $47.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 323 shares; 2025Q2: 324 shares; 2025Q3: 845 shares; 2025Q4: 799 shares; 2026Q1: 800 shares; 2026Q2: 801 shares 801 $46.7K <0.01% +1 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; 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; 2026Q2: 1,505 shares 1,505 $46.4K <0.01% 0 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; 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; 2026Q2: 1,100 shares 1,100 $46.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436 shares; 2026Q2: 636 shares 636 $46K <0.01% +200 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,385 shares; 2025Q1: 1,384 shares; 2025Q2: 1,307 shares; 2025Q3: 1,403 shares; 2025Q4: 1,382 shares; 2026Q1: 1,359 shares; 2026Q2: 598 shares 598 $45.9K <0.01% -761 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,349 shares; 2025Q1: 1,080 shares; 2025Q2: 1,650 shares; 2025Q3: 1,487 shares; 2025Q4: 1,429 shares; 2026Q1: 1,432 shares; 2026Q2: 944 shares 944 $45.9K <0.01% -488 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; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 282 shares; 2025Q2: 215 shares; 2025Q3: 221 shares; 2025Q4: 228 shares; 2026Q1: 251 shares; 2026Q2: 278 shares 278 $45.5K <0.01% +27 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; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 308 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 309 shares 309 $45.3K <0.01% +2 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; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 722 shares; 2025Q2: 795 shares; 2025Q3: 424 shares; 2025Q4: 407 shares; 2026Q1: 411 shares; 2026Q2: 278 shares 278 $45.3K <0.01% -133 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; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 236 shares; 2025Q2: 237 shares; 2025Q3: 192 shares; 2025Q4: 172 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $45.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 401 shares; 2025Q2: 400 shares; 2025Q3: 405 shares; 2025Q4: 306 shares; 2026Q1: 300 shares; 2026Q2: 323 shares 323 $44.9K <0.01% +23 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 601 shares 601 $44.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 96 shares; 2025Q2: 127 shares; 2025Q3: 199 shares; 2025Q4: 452 shares; 2026Q1: 218 shares; 2026Q2: 264 shares 264 $44.8K <0.01% +46 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; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 3,973 shares; 2025Q2: 3,299 shares; 2025Q3: 1,080 shares; 2025Q4: 1,070 shares; 2026Q1: 941 shares; 2026Q2: 1,527 shares 1,527 $44.8K <0.01% +586 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; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 983 shares 983 $44.7K <0.01% +33 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; 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; 2026Q2: 1,110 shares 1,110 $44.7K <0.01% +12 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,347 shares; 2025Q1: 329 shares; 2025Q2: 344 shares; 2025Q3: 291 shares; 2025Q4: 293 shares; 2026Q1: 309 shares; 2026Q2: 312 shares 312 $44.6K <0.01% +3 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; 2024Q3: restricted; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 665 shares; 2025Q3: 683 shares; 2025Q4: 610 shares; 2026Q1: 584 shares; 2026Q2: 584 shares 584 $44K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 237 shares; 2025Q2: 240 shares; 2025Q3: 237 shares; 2025Q4: 240 shares; 2026Q1: 261 shares; 2026Q2: 260 shares 260 $43.9K <0.01% -1 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; 2024Q3: restricted; 2024Q4: 1,463 shares; 2025Q1: 1,326 shares; 2025Q2: 1,051 shares; 2025Q3: 257 shares; 2025Q4: 232 shares; 2026Q1: 236 shares; 2026Q2: 202 shares 202 $43.8K <0.01% -34 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,201 shares 1,201 $43.7K <0.01% +74 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 13 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 30 shares; 2026Q2: 149 shares 149 $43.6K <0.01% +119 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $43.6K <0.01% new Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,463 shares; 2025Q1: 2,884 shares; 2025Q2: 2,904 shares; 2025Q3: 546 shares; 2025Q4: 562 shares; 2026Q1: 570 shares; 2026Q2: 574 shares 574 $43.6K <0.01% +4 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 634 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $43.4K <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; 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; 2026Q2: 3,815 shares 3,815 $43.1K <0.01% +67 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; 2024Q3: restricted; 2024Q4: 1,141 shares; 2025Q1: 641 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $43K <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; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 136 shares; 2025Q2: 111 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 294 shares; 2026Q2: 452 shares 452 $42.9K <0.01% +158 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,262 shares; 2025Q2: 1,981 shares; 2025Q3: 1,539 shares; 2025Q4: 1,542 shares; 2026Q1: 379 shares; 2026Q2: 380 shares 380 $42.9K <0.01% +1 Timeline DVYA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $42.6K <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; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 806 shares; 2026Q1: 806 shares; 2026Q2: 806 shares 806 $42.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 405 shares; 2025Q2: 479 shares; 2025Q3: 479 shares; 2025Q4: 553 shares; 2026Q1: 637 shares; 2026Q2: 815 shares 815 $42.3K <0.01% +178 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 503 shares 503 $42.2K <0.01% +443 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; 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; 2026Q2: 11,280 shares 11,280 $42K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 561 shares; 2026Q1: 1,216 shares; 2026Q2: 1,517 shares 1,517 $41.9K <0.01% +301 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; 2024Q3: restricted; 2024Q4: 393 shares; 2025Q1: 366 shares; 2025Q2: 371 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 396 shares; 2026Q2: 386 shares 386 $41.8K <0.01% -10 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares 619 $41.7K <0.01% new 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; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 73 shares; 2025Q2: 70 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 70 shares; 2026Q2: 119 shares 119 $41.7K <0.01% +49 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; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $41.7K <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; 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; 2026Q2: 2,605 shares 2,605 $41.5K <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; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 499 shares; 2025Q2: 490 shares; 2025Q3: 495 shares; 2025Q4: 492 shares; 2026Q1: 492 shares; 2026Q2: 492 shares 492 $41.4K <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; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,090 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $41.4K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 614 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 964 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $41.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317 shares; 2026Q2: 813 shares 813 $41K <0.01% +496 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 7 shares; 2026Q2: 6 shares 6 $40.9K <0.01% -1 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; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 590 shares; 2025Q2: 1,340 shares; 2025Q3: 1,388 shares; 2025Q4: 1,438 shares; 2026Q1: 1,556 shares; 2026Q2: 1,178 shares 1,178 $40.8K <0.01% -378 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 580 shares; 2025Q2: 496 shares; 2025Q3: 1,422 shares; 2025Q4: 1,739 shares; 2026Q1: 1,754 shares; 2026Q2: 1,974 shares 1,974 $40.5K <0.01% +220 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; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 321 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $40.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,376 shares; 2025Q2: 595 shares; 2025Q3: 598 shares; 2025Q4: 601 shares; 2026Q1: 604 shares; 2026Q2: 606 shares 606 $40.2K <0.01% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,315 shares; 2026Q2: 1,315 shares 1,315 $40K <0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 338 shares; 2025Q2: 704 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 355 shares 355 $40K <0.01% -659 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 129 shares; 2025Q4: 112 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $40K <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; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 183 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $39.9K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,090 shares; 2025Q1: 3,792 shares; 2025Q2: 4,012 shares; 2025Q3: 4,024 shares; 2025Q4: 4,272 shares; 2026Q1: 4,486 shares; 2026Q2: 2,298 shares 2,298 $39.9K <0.01% -2,188 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; 2024Q3: restricted; 2024Q4: 1,379 shares; 2025Q1: 1,034 shares; 2025Q2: 1,045 shares; 2025Q3: 526 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $39.8K <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; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 165 shares; 2025Q2: 167 shares; 2025Q3: 165 shares; 2025Q4: 180 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $39.8K <0.01% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 370 shares; 2025Q2: 374 shares; 2025Q3: 377 shares; 2025Q4: 381 shares; 2026Q1: 383 shares; 2026Q2: 349 shares 349 $39.7K <0.01% -34 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,925 shares; 2026Q2: 4,811 shares 4,811 $39.6K <0.01% +886 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; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $39.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 395 shares; 2026Q1: 896 shares; 2026Q2: 896 shares 896 $39.5K <0.01% 0 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; 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; 2026Q2: 5,600 shares 5,600 $39.5K <0.01% +200 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; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 372 shares; 2025Q2: 559 shares; 2025Q3: 577 shares; 2025Q4: 594 shares; 2026Q1: 615 shares; 2026Q2: 635 shares 635 $39.4K <0.01% +20 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; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 262 shares; 2025Q4: 301 shares; 2026Q1: 356 shares; 2026Q2: 351 shares 351 $39.3K <0.01% -5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 484 shares; 2025Q4: 954 shares; 2026Q1: 1,030 shares; 2026Q2: 1,080 shares 1,080 $39.3K <0.01% +50 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $39.2K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 798 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 266 shares; 2026Q1: not reported; 2026Q2: 2,384 shares 2,384 $39K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 289 shares; 2025Q2: 286 shares; 2025Q3: 212 shares; 2025Q4: 221 shares; 2026Q1: 184 shares; 2026Q2: 149 shares 149 $39K <0.01% -35 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 919 shares 919 $39K <0.01% -147 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 3,065 shares; 2026Q2: 3,065 shares 3,065 $38.9K <0.01% 0 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 1,194 shares 1,194 $38.8K <0.01% +1,000 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; 2024Q3: restricted; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 809 shares; 2025Q4: 829 shares; 2026Q1: 854 shares; 2026Q2: 866 shares 866 $38.8K <0.01% +12 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; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 218 shares; 2025Q2: 188 shares; 2025Q3: 231 shares; 2025Q4: 232 shares; 2026Q1: 230 shares; 2026Q2: 173 shares 173 $38.7K <0.01% -57 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; 2024Q3: restricted; 2024Q4: 367 shares; 2025Q1: 292 shares; 2025Q2: 325 shares; 2025Q3: 263 shares; 2025Q4: 194 shares; 2026Q1: 220 shares; 2026Q2: 234 shares 234 $38K <0.01% +14 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 981 shares; 2025Q2: 846 shares; 2025Q3: 737 shares; 2025Q4: 973 shares; 2026Q1: 1,073 shares; 2026Q2: 908 shares 908 $37.7K <0.01% -165 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 389 shares; 2025Q3: 507 shares; 2025Q4: 602 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $37.6K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $37.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 290 shares; 2025Q2: 225 shares; 2025Q3: 229 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $37.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $37.5K <0.01% 0 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; 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; 2026Q2: 3,189 shares 3,189 $37.4K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,180 shares; 2025Q1: 2,594 shares; 2025Q2: 1,245 shares; 2025Q3: 1,732 shares; 2025Q4: 2,070 shares; 2026Q1: 760 shares; 2026Q2: 407 shares 407 $37.4K <0.01% -353 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 501 shares; 2025Q2: 1,057 shares; 2025Q3: 1,056 shares; 2025Q4: 1,090 shares; 2026Q1: 497 shares; 2026Q2: 494 shares 494 $37.4K <0.01% -3 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; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 343 shares; 2025Q2: 363 shares; 2025Q3: 414 shares; 2025Q4: 470 shares; 2026Q1: 502 shares; 2026Q2: 501 shares 501 $37.3K <0.01% -1 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; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $37.1K <0.01% 0 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $36.9K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 21 shares; 2025Q2: 31 shares; 2025Q3: 29 shares; 2025Q4: 33 shares; 2026Q1: 36 shares; 2026Q2: 173 shares 173 $36.8K <0.01% +137 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 612 shares; 2025Q2: 1,034 shares; 2025Q3: 857 shares; 2025Q4: 866 shares; 2026Q1: 777 shares; 2026Q2: 763 shares 763 $36.6K <0.01% -14 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 242 shares; 2025Q2: 229 shares; 2025Q3: 5,610 shares; 2025Q4: 357 shares; 2026Q1: 320 shares; 2026Q2: 217 shares 217 $36.4K <0.01% -103 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $36.4K <0.01% 0 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; 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; 2026Q2: 3,418 shares 3,418 $36.3K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 621 shares; 2025Q4: 477 shares; 2026Q1: 477 shares; 2026Q2: 477 shares 477 $36.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 365 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $36.1K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 208 shares; 2026Q2: 221 shares 221 $36K <0.01% +13 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; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 261 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 531 shares; 2026Q2: 526 shares 526 $35.7K <0.01% -5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,011 shares; 2026Q2: 987 shares 987 $35.5K <0.01% -24 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; 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; 2026Q2: 1,849 shares 1,849 $35.3K <0.01% +25 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 338 shares; 2025Q2: 752 shares; 2025Q3: 673 shares; 2025Q4: 1,100 shares; 2026Q1: 1,131 shares; 2026Q2: 698 shares 698 $35.3K <0.01% -433 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,313 shares 1,313 $35.3K <0.01% new 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; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,030 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230 $35.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 321 shares; 2025Q2: 625 shares; 2025Q3: 314 shares; 2025Q4: 324 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $35K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 250 shares 250 $35K <0.01% +100 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 621 shares; 2025Q1: 628 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 621 shares; 2026Q1: 624 shares; 2026Q2: 262 shares 262 $34.8K <0.01% -362 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 271 shares 271 $34.5K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 714 shares; 2026Q1: 412 shares; 2026Q2: 389 shares 389 $34.5K <0.01% -23 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 218 shares; 2025Q2: 316 shares; 2025Q3: 342 shares; 2025Q4: 341 shares; 2026Q1: 332 shares; 2026Q2: 283 shares 283 $34.5K <0.01% -49 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 73 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 194 shares; 2026Q1: 214 shares; 2026Q2: 1,536 shares 1,536 $34.3K <0.01% +1,322 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; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $34K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 102 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 1 shares; 2026Q2: 76 shares 76 $33.8K <0.01% +75 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 392 shares; 2025Q3: 398 shares; 2025Q4: 406 shares; 2026Q1: 561 shares; 2026Q2: 642 shares 642 $33.5K <0.01% +81 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; 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; 2026Q2: 2,474 shares 2,474 $33.3K <0.01% +17 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares; 2026Q2: 985 shares 985 $32.4K <0.01% -100 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,755 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 998 shares; 2026Q2: 998 shares 998 $32.1K <0.01% 0 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,657 shares; 2025Q4: 1,753 shares; 2026Q1: 1,777 shares; 2026Q2: 693 shares 693 $32K <0.01% -1,084 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; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 201 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 121 shares 121 $32K <0.01% -73 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; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 482 shares; 2025Q4: 529 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $31.9K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 406 shares; 2026Q1: 410 shares; 2026Q2: 415 shares 415 $31.9K <0.01% +5 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; 2024Q3: restricted; 2024Q4: 4,693 shares; 2025Q1: 1,591 shares; 2025Q2: 1,291 shares; 2025Q3: 721 shares; 2025Q4: 1,125 shares; 2026Q1: 730 shares; 2026Q2: 737 shares 737 $31.8K <0.01% +7 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,510 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 340 shares; 2025Q4: 270 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $31.7K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $31.7K <0.01% 0 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; 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; 2026Q2: 2,422 shares 2,422 $31.7K <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; 2024Q3: restricted; 2024Q4: 8,443 shares; 2025Q1: 2,351 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 752 shares; 2026Q1: 367 shares; 2026Q2: 368 shares 368 $31.6K <0.01% +1 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; 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; 2026Q2: 2,485 shares 2,485 $31.5K <0.01% -863 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 53 shares; 2025Q2: 22 shares; 2025Q3: 32 shares; 2025Q4: 61 shares; 2026Q1: 33 shares; 2026Q2: 808 shares 808 $31.3K <0.01% +775 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609 shares 609 $31.3K <0.01% new Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 38 shares; 2026Q2: 882 shares 882 $31.2K <0.01% +844 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; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 282 shares 282 $31.1K <0.01% +82 Timeline LGOV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 1,453 shares 1,453 $31.1K <0.01% +1,440 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 505 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 847 shares; 2026Q2: 1,568 shares 1,568 $31.1K <0.01% +721 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; 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; 2026Q2: 1,023 shares 1,023 $31.1K <0.01% -73 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 429 shares 429 $31K <0.01% +3 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; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 72 shares; 2025Q4: 548 shares; 2026Q1: 588 shares; 2026Q2: 595 shares 595 $30.8K <0.01% +7 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 4,094 shares; 2026Q1: 4,094 shares; 2026Q2: 1,023 shares 1,023 $30.7K <0.01% -3,071 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; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 104 shares 104 $30.7K <0.01% +12 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; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $30.5K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $30.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $30.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 827 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $30.4K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 623 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 617 shares; 2026Q2: 638 shares 638 $30.3K <0.01% +21 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 46 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 168 shares 168 $30.2K <0.01% +123 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 34 shares; 2025Q3: 94 shares; 2025Q4: 100 shares; 2026Q1: 63 shares; 2026Q2: 776 shares 776 $30.2K <0.01% +713 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 105 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $30.1K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 512 shares; 2025Q2: 409 shares; 2025Q3: 414 shares; 2025Q4: 415 shares; 2026Q1: 4 shares; 2026Q2: 129 shares 129 $30.1K <0.01% +125 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 991 shares; 2025Q2: 944 shares; 2025Q3: 1,349 shares; 2025Q4: 1,399 shares; 2026Q1: 1,352 shares; 2026Q2: 1,369 shares 1,369 $30K <0.01% +17 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $30K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: 242 shares; 2025Q2: 216 shares; 2025Q3: 192 shares; 2025Q4: 203 shares; 2026Q1: 190 shares; 2026Q2: 230 shares 230 $29.8K <0.01% +40 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; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 289 shares 289 $29.8K <0.01% +170 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; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 122 shares; 2025Q2: 126 shares; 2025Q3: 127 shares; 2025Q4: 158 shares; 2026Q1: 152 shares; 2026Q2: 154 shares 154 $29.8K <0.01% +2 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,655 shares 2,655 $29.6K <0.01% new 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; 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; 2026Q2: 1,630 shares 1,630 $29.6K <0.01% 0 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; 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; 2026Q2: 2,610 shares 2,610 $29.5K <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; 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; 2026Q2: 1,850 shares 1,850 $29.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 111 shares; 2026Q2: 112 shares 112 $29.3K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 642 shares; 2025Q3: 617 shares; 2025Q4: 425 shares; 2026Q1: 349 shares; 2026Q2: 326 shares 326 $29.1K <0.01% -23 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; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 183 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $29K <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; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 120 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 128 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $28.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 213 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 226 shares; 2025Q4: 231 shares; 2026Q1: 232 shares; 2026Q2: 236 shares 236 $28.7K <0.01% +4 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; 2024Q3: restricted; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares; 2026Q2: 711 shares 711 $28.5K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 225 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 357 shares; 2026Q1: 185 shares; 2026Q2: 1,159 shares 1,159 $28.5K <0.01% +974 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 277 shares 277 $28.3K <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; 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; 2026Q2: 1,105 shares 1,105 $28.1K <0.01% +118 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; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 457 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 503 shares; 2026Q1: 459 shares; 2026Q2: 463 shares 463 $28.1K <0.01% +4 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; 2024Q3: restricted; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 595 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 739 shares; 2026Q2: 750 shares 750 $27.9K <0.01% +11 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; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 890 shares; 2025Q3: 1,075 shares; 2025Q4: 1,068 shares; 2026Q1: 904 shares; 2026Q2: 820 shares 820 $27.8K <0.01% -84 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; 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; 2026Q2: 7,837 shares 7,837 $27.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 877 shares; 2025Q2: 804 shares; 2025Q3: 679 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 394 shares 394 $27.4K <0.01% 0 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; 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; 2026Q2: 493 shares 493 $27.4K <0.01% -54 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; 2024Q3: restricted; 2024Q4: 1,183 shares; 2025Q1: 1,071 shares; 2025Q2: 1,026 shares; 2025Q3: 1,020 shares; 2025Q4: 853 shares; 2026Q1: 375 shares; 2026Q2: 362 shares 362 $27.4K <0.01% -13 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 323 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $27.3K <0.01% 0 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; 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; 2026Q2: 3,452 shares 3,452 $27.2K <0.01% +62 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; 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; 2026Q2: 1,370 shares 1,370 $26.7K <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; 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; 2026Q2: 3,399 shares 3,399 $26.7K <0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares; 2026Q2: 615 shares 615 $26.7K <0.01% -24 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 62 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 161 shares 161 $26.6K <0.01% +111 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; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 531 shares; 2025Q4: 532 shares; 2026Q1: 533 shares; 2026Q2: 534 shares 534 $26.5K <0.01% +1 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; 2024Q3: restricted; 2024Q4: 277 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares 279 $26.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $26.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $26K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 675 shares; 2026Q1: 679 shares; 2026Q2: 683 shares 683 $26K <0.01% +4 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 806 shares; 2025Q4: 806 shares; 2026Q1: 806 shares; 2026Q2: 806 shares 806 $26K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 572 shares; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $25.9K <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; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 119 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 143 shares; 2026Q1: 148 shares; 2026Q2: 152 shares 152 $25.7K <0.01% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $25.7K <0.01% 0 Timeline GRID 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 134 shares 134 $25.6K <0.01% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 106 shares 106 $25.5K <0.01% +103 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 153 shares 153 $25.5K <0.01% +98 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; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,229 shares; 2025Q4: 1,430 shares; 2026Q1: 830 shares; 2026Q2: 1,331 shares 1,331 $25.4K <0.01% +501 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; 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; 2026Q2: 1,680 shares 1,680 $25.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $25.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $25.3K <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; 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; 2026Q2: 401 shares 401 $25.3K <0.01% -75 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 497 shares 497 $25.2K <0.01% +422 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; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $25.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,271 shares; 2026Q1: 2,922 shares; 2026Q2: 2,863 shares 2,863 $25.1K <0.01% -59 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 106 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 275 shares; 2026Q1: 460 shares; 2026Q2: 265 shares 265 $25K <0.01% -195 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,779 shares; 2025Q1: 1,679 shares; 2025Q2: 1,673 shares; 2025Q3: 1,181 shares; 2025Q4: 525 shares; 2026Q1: 483 shares; 2026Q2: 372 shares 372 $25K <0.01% -111 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; 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; 2026Q2: 2,935 shares 2,935 $24.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 725 shares; 2025Q4: 2,500 shares; 2026Q1: 1,504 shares; 2026Q2: 1,304 shares 1,304 $24.6K <0.01% -200 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 500 shares 500 $24.3K <0.01% +450 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $24.2K <0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 19 shares; 2026Q2: 363 shares 363 $24.1K <0.01% +344 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; 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; 2026Q2: 1,885 shares 1,885 $24K <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; 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; 2026Q2: 2,550 shares 2,550 $23.9K <0.01% -200 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $23.7K <0.01% new 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; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 221 shares; 2025Q3: 248 shares; 2025Q4: 276 shares; 2026Q1: 245 shares; 2026Q2: 244 shares 244 $23.7K <0.01% -1 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 279 shares; 2025Q2: 265 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $23.7K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 160 shares; 2026Q2: 161 shares 161 $23.6K <0.01% +1 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 2,500 shares; 2026Q2: 1,900 shares 1,900 $23.4K <0.01% -600 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 785 shares 785 $23.4K <0.01% new 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; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 53 shares; 2025Q2: 50 shares; 2025Q3: 49 shares; 2025Q4: 55 shares; 2026Q1: 53 shares; 2026Q2: 51 shares 51 $23.4K <0.01% -2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,675 shares; 2025Q2: 1,575 shares; 2025Q3: 1,075 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $23.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $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; 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; 2026Q2: 2,724 shares 2,724 $23.3K <0.01% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 222 shares; 2025Q4: 45 shares; 2026Q1: 24 shares; 2026Q2: 295 shares 295 $23.3K <0.01% +271 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 496 shares; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 505 shares 505 $23K <0.01% +3 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 615 shares 615 $22.8K <0.01% new 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; 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; 2026Q2: 463 shares 463 $22.7K <0.01% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $22.7K <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; 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; 2026Q2: 303 shares 303 $22.6K <0.01% -2 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; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 220 shares; 2025Q2: 268 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $22.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $22.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 288 shares; 2026Q1: 289 shares; 2026Q2: 290 shares 290 $22.4K <0.01% +1 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 63 shares; 2025Q2: 11 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 22 shares; 2026Q2: 58 shares 58 $22.4K <0.01% +36 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $22.3K <0.01% 0 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; 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; 2026Q2: 1,259 shares 1,259 $22.3K <0.01% -1,317 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 703 shares; 2026Q2: 1,538 shares 1,538 $22.3K <0.01% +835 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 23 shares; 2025Q2: 273 shares; 2025Q3: 252 shares; 2025Q4: 311 shares; 2026Q1: 262 shares; 2026Q2: 260 shares 260 $22.1K <0.01% -2 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; 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; 2026Q2: 1,724 shares 1,724 $22.1K <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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $22K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 269 shares; 2025Q2: 277 shares; 2025Q3: 71 shares; 2025Q4: 6 shares; 2026Q1: 7 shares; 2026Q2: 195 shares 195 $21.9K <0.01% +188 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $21.9K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 243 shares; 2025Q4: 256 shares; 2026Q1: 260 shares; 2026Q2: 264 shares 264 $21.8K <0.01% +4 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $21.8K <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; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 739 shares; 2025Q2: 756 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $21.7K <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; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 63 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $21.7K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $21.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares; 2026Q1: 20 shares; 2026Q2: 19 shares 19 $21.5K <0.01% -1 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 381 shares; 2026Q2: 292 shares 292 $21.5K <0.01% -89 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $21.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 365 shares; 2025Q4: 390 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $21.1K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares; 2026Q2: 978 shares 978 $21.1K <0.01% +231 Timeline GXDW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,412 shares; 2025Q4: 1,677 shares; 2026Q1: 2,776 shares; 2026Q2: 783 shares 783 $20.9K <0.01% -1,993 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 163 shares 163 $20.8K <0.01% new 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; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 255 shares; 2025Q2: 262 shares; 2025Q3: 253 shares; 2025Q4: 313 shares; 2026Q1: 348 shares; 2026Q2: 363 shares 363 $20.8K <0.01% +15 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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 122 shares 122 $20.8K <0.01% +22 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; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 774 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $20.8K <0.01% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: 897 shares; 2025Q2: 908 shares; 2025Q3: 918 shares; 2025Q4: 932 shares; 2026Q1: 939 shares; 2026Q2: 950 shares 950 $20.7K <0.01% +11 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $20.6K <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; 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; 2026Q2: 1,958 shares 1,958 $20.6K <0.01% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 828 shares; 2025Q1: 835 shares; 2025Q2: 845 shares; 2025Q3: 855 shares; 2025Q4: 868 shares; 2026Q1: 875 shares; 2026Q2: 885 shares 885 $20.5K <0.01% +10 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; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $20.5K <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; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 359 shares 359 $20.3K <0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 754 shares; 2025Q1: 760 shares; 2025Q2: 769 shares; 2025Q3: 778 shares; 2025Q4: 790 shares; 2026Q1: 795 shares; 2026Q2: 804 shares 804 $20.3K <0.01% +9 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 423 shares 423 $20K <0.01% new Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 239 shares 239 $20K <0.01% +123 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: 779 shares; 2025Q2: 787 shares; 2025Q3: 796 shares; 2025Q4: 808 shares; 2026Q1: 813 shares; 2026Q2: 822 shares 822 $19.9K <0.01% +9 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; 2024Q3: restricted; 2024Q4: 173 shares; 2025Q1: 176 shares; 2025Q2: 178 shares; 2025Q3: 180 shares; 2025Q4: 261 shares; 2026Q1: 261 shares; 2026Q2: 900 shares 900 $19.9K <0.01% +639 Timeline RPHS TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,219 shares; 2025Q2: 20,661 shares; 2025Q3: 16,177 shares; 2025Q4: 16,693 shares; 2026Q1: 16,693 shares; 2026Q2: 1,847 shares 1,847 $19.9K <0.01% -14,846 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 560 shares; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $19.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $19.7K <0.01% 0 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; 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; 2026Q2: 1,197 shares 1,197 $19.6K <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; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 350 shares; 2025Q2: 367 shares; 2025Q3: 357 shares; 2025Q4: 356 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $19.6K <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; 2024Q3: restricted; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 363 shares 363 $19.5K <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; 2024Q3: restricted; 2024Q4: 1,739 shares; 2025Q1: 235 shares; 2025Q2: 365 shares; 2025Q3: 418 shares; 2025Q4: 1,573 shares; 2026Q1: 2,429 shares; 2026Q2: 2,438 shares 2,438 $19.5K <0.01% +9 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; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 143 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 79 shares; 2026Q2: 81 shares 81 $19.2K <0.01% +2 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 99 shares 99 $19.1K <0.01% +93 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 732 shares; 2026Q1: 740 shares; 2026Q2: 750 shares 750 $19K <0.01% +10 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 65 shares; 2025Q4: 78 shares; 2026Q1: 85 shares; 2026Q2: 115 shares 115 $19K <0.01% +30 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; 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; 2026Q2: 6,202 shares 6,202 $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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 923 shares; 2026Q2: 923 shares 923 $18.9K <0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,717 shares; 2025Q1: 4,722 shares; 2025Q2: 794 shares; 2025Q3: 803 shares; 2025Q4: 813 shares; 2026Q1: 819 shares; 2026Q2: 826 shares 826 $18.9K <0.01% +7 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $18.8K <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; 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; 2026Q2: 2,149 shares 2,149 $18.8K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,143 shares 2,143 $18.8K <0.01% 0 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228 shares; 2026Q1: 425 shares; 2026Q2: 287 shares 287 $18.7K <0.01% -138 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $18.7K <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; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $18.7K <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; 2024Q3: restricted; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 213 shares; 2026Q2: 163 shares 163 $18.6K <0.01% -50 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 877 shares; 2025Q1: 239 shares; 2025Q2: 660 shares; 2025Q3: 658 shares; 2025Q4: 659 shares; 2026Q1: 237 shares; 2026Q2: 750 shares 750 $18.6K <0.01% +513 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; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 729 shares 729 $18.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 236 shares; 2026Q2: 239 shares 239 $18.4K <0.01% +3 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; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $18.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $18.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $18.3K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 191 shares; 2025Q3: 300 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 347 shares 347 $18.2K <0.01% -28 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; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 102 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 106 shares; 2026Q2: 107 shares 107 $18.1K <0.01% +1 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 129 shares; 2025Q2: 8 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 111 shares; 2026Q2: 210 shares 210 $18.1K <0.01% +99 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 980 shares; 2025Q2: 1,098 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: 783 shares 783 $18K <0.01% -49 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; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 337 shares; 2025Q4: 338 shares; 2026Q1: 340 shares; 2026Q2: 342 shares 342 $18K <0.01% +2 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; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 35 shares; 2026Q2: 34 shares 34 $17.9K <0.01% -1 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 163 shares; 2025Q4: 160 shares; 2026Q1: 161 shares; 2026Q2: 160 shares 160 $17.8K <0.01% -1 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,100 shares 3,100 $17.8K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $17.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $17.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $17.8K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 389 shares; 2026Q1: 274 shares; 2026Q2: 338 shares 338 $17.7K <0.01% +64 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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 350 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 357 shares 357 $17.5K <0.01% +3 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 331 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 337 shares 337 $17.4K <0.01% +2 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; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 16 shares; 2025Q2: 80 shares; 2025Q3: 85 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $17.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $17.4K <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; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $17.3K <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; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 307 shares; 2025Q2: 318 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 320 shares; 2026Q2: 318 shares 318 $17.2K <0.01% -2 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; 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; 2026Q2: 1,832 shares 1,832 $17.2K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 2,000 shares; 2026Q2: 2,025 shares 2,025 $17.2K <0.01% +25 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; 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; 2026Q2: 1,537 shares 1,537 $17.1K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 109 shares 109 $17.1K <0.01% +1 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; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 364 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 364 shares; 2026Q1: 364 shares; 2026Q2: 365 shares 365 $17K <0.01% +1 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 325 shares 325 $17K <0.01% +203 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 344 shares 344 $16.9K <0.01% +283 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $16.9K <0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 454 shares; 2025Q1: 352 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 272 shares; 2026Q2: 270 shares 270 $16.9K <0.01% -2 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 699 shares; 2025Q2: 966 shares; 2025Q3: 3,114 shares; 2025Q4: 3,563 shares; 2026Q1: 941 shares; 2026Q2: 497 shares 497 $16.9K <0.01% -444 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $16.9K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,233 shares; 2026Q1: 1,258 shares; 2026Q2: 1,290 shares 1,290 $16.8K <0.01% +32 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; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 862 shares; 2025Q2: 848 shares; 2025Q3: 905 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 705 shares 705 $16.7K <0.01% -21 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 317 shares 317 $16.6K <0.01% new Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 280 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $16.5K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 34 shares; 2025Q2: 35 shares; 2025Q3: 32 shares; 2025Q4: 29 shares; 2026Q1: 170 shares; 2026Q2: 181 shares 181 $16.4K <0.01% +11 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 807 shares; 2026Q1: 1,148 shares; 2026Q2: 879 shares 879 $16.3K <0.01% -269 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 232 shares; 2025Q3: 209 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 117 shares 117 $16.3K <0.01% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $16.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 173 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 197 shares 197 $16.1K <0.01% -71 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41 $16K <0.01% new 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; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: 667 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $16K <0.01% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $15.9K <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; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 37 shares; 2025Q2: 72 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 159 shares 159 $15.9K <0.01% +3 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $15.9K <0.01% 0 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $15.8K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 534 shares; 2025Q3: 535 shares; 2025Q4: 538 shares; 2026Q1: 539 shares; 2026Q2: 541 shares 541 $15.8K <0.01% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $15.7K <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; 2024Q3: restricted; 2024Q4: 405 shares; 2025Q1: 407 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 205 shares 205 $15.7K <0.01% -195 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $15.7K <0.01% 0 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $15.6K <0.01% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 636 shares 636 $15.6K <0.01% +631 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; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 605 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 607 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $15.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 81 shares; 2025Q2: 352 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 88 shares; 2026Q2: 87 shares 87 $15.4K <0.01% -1 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; 2024Q3: restricted; 2024Q4: 307 shares; 2025Q1: 309 shares; 2025Q2: 311 shares; 2025Q3: 313 shares; 2025Q4: 316 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $15.4K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 267 shares 267 $15.4K <0.01% +27 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 168 shares 168 $15.3K <0.01% +153 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $15.2K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 56 shares; 2026Q1: 48 shares; 2026Q2: 175 shares 175 $15.1K <0.01% +127 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 198 shares 198 $15.1K <0.01% +117 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; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 72 shares; 2025Q2: 112 shares; 2025Q3: 144 shares; 2025Q4: 304 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $15K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 611 shares; 2025Q2: 621 shares; 2025Q3: 633 shares; 2025Q4: 644 shares; 2026Q1: 656 shares; 2026Q2: 668 shares 668 $14.9K <0.01% +12 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 473 shares; 2025Q3: 291 shares; 2025Q4: 100 shares; 2026Q1: 165 shares; 2026Q2: 167 shares 167 $14.8K <0.01% +2 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; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 702 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $14.6K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 492 shares; 2025Q3: 473 shares; 2025Q4: 114 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $14.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares; 2026Q2: 616 shares 616 $14.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 677 shares; 2025Q2: 679 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $14.5K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $14.4K <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; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $14.2K <0.01% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 536 shares; 2025Q2: 2,315 shares; 2025Q3: 2,326 shares; 2025Q4: 2,477 shares; 2026Q1: 2,150 shares; 2026Q2: 327 shares 327 $14.1K <0.01% -1,823 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; 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; 2026Q2: 1,466 shares 1,466 $14K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 286 shares; 2025Q1: 418 shares; 2025Q2: 672 shares; 2025Q3: 722 shares; 2025Q4: 2,722 shares; 2026Q1: 161 shares; 2026Q2: 184 shares 184 $14K <0.01% +23 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; 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; 2026Q2: 2,124 shares 2,124 $13.9K <0.01% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,017 shares; 2025Q1: 1,017 shares; 2025Q2: 3,029 shares; 2025Q3: 3,083 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares; 2026Q2: 1,017 shares 1,017 $13.9K <0.01% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $13.8K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 47 shares; 2025Q2: 181 shares; 2025Q3: 47 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares 279 $13.8K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,184 shares; 2025Q2: not reported; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares; 2026Q2: 1,658 shares 1,658 $13.7K <0.01% -2,994 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 371 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $13.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 175 shares; 2025Q2: 178 shares; 2025Q3: 169 shares; 2025Q4: 182 shares; 2026Q1: 144 shares; 2026Q2: 40 shares 40 $13.5K <0.01% -104 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; 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; 2026Q2: 2,330 shares 2,330 $13.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 273 shares; 2025Q2: 249 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $13.5K <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; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $13.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 164 shares; 2025Q2: 101 shares; 2025Q3: 35 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 79 shares 79 $13.3K <0.01% -35 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13.2K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $13.2K <0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 151 shares 151 $13.2K <0.01% +119 Timeline PRFZ 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 235 shares 235 $13.1K <0.01% +58 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; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 429 shares; 2025Q2: 262 shares; 2025Q3: 196 shares; 2025Q4: 114 shares; 2026Q1: 117 shares; 2026Q2: 73 shares 73 $13.1K <0.01% -44 Timeline