MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,114 shares; 2025Q1: 5,040 shares; 2025Q2: 5,058 shares; 2025Q3: 4,698 shares; 2025Q4: 4,623 shares; 2026Q1: 5,189 shares 5,189 $164K <0.01% +566 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 148 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 736 shares; 2026Q1: 748 shares 748 $164K <0.01% +12 Timeline ANDG ANDERSEN GROUP INC More: the full row for ANDERSEN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $163K <0.01% new Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 2,601 shares; 2025Q1: 2,603 shares; 2025Q2: 2,605 shares; 2025Q3: 3,184 shares; 2025Q4: 3,188 shares; 2026Q1: 3,192 shares 3,192 $163K <0.01% +4 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,300 shares; 2025Q1: 1,544 shares; 2025Q2: 1,576 shares; 2025Q3: 1,634 shares; 2025Q4: 1,623 shares; 2026Q1: 2,817 shares 2,817 $162K <0.01% +1,194 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,878 shares; 2025Q1: 1,423 shares; 2025Q2: 1,424 shares; 2025Q3: 2,773 shares; 2025Q4: 2,182 shares; 2026Q1: 2,371 shares 2,371 $162K <0.01% +189 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,388 shares; 2025Q1: 3,391 shares; 2025Q2: 4,493 shares; 2025Q3: 4,496 shares; 2025Q4: 4,498 shares; 2026Q1: 4,501 shares 4,501 $161K <0.01% +3 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 214 shares; 2025Q1: 195 shares; 2025Q2: 1,313 shares; 2025Q3: 2,001 shares; 2025Q4: 1,935 shares; 2026Q1: 1,198 shares 1,198 $161K <0.01% -737 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832 $161K <0.01% 0 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: 1,800 shares; 2025Q4: 2,900 shares; 2026Q1: 3,400 shares 3,400 $161K <0.01% +500 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,380 shares; 2025Q1: 8,730 shares; 2025Q2: 8,730 shares; 2025Q3: 8,805 shares; 2025Q4: 9,455 shares; 2026Q1: 9,605 shares 9,605 $161K <0.01% +150 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 260 shares; 2025Q1: 283 shares; 2025Q2: 392 shares; 2025Q3: 485 shares; 2025Q4: 446 shares; 2026Q1: 1,892 shares 1,892 $160K <0.01% +1,446 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 742 shares; 2025Q1: 1,135 shares; 2025Q2: 2,878 shares; 2025Q3: 2,756 shares; 2025Q4: 2,766 shares; 2026Q1: 3,211 shares 3,211 $160K <0.01% +445 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 358 shares; 2025Q1: 455 shares; 2025Q2: 1,315 shares; 2025Q3: 1,449 shares; 2025Q4: 1,403 shares; 2026Q1: 1,398 shares 1,398 $160K <0.01% -5 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,300 shares; 2025Q3: 7,895 shares; 2025Q4: 8,645 shares; 2026Q1: 4,897 shares 4,897 $160K <0.01% -3,748 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 11 shares; 2025Q1: 558 shares; 2025Q2: 695 shares; 2025Q3: 1,077 shares; 2025Q4: 1,500 shares; 2026Q1: 2,192 shares 2,192 $159K <0.01% +692 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 5,849 shares 5,849 $159K <0.01% +4,349 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,873 shares; 2025Q1: 585 shares; 2025Q2: 2,030 shares; 2025Q3: 1,925 shares; 2025Q4: 1,880 shares; 2026Q1: 1,858 shares 1,858 $159K <0.01% -22 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,189 shares; 2024Q4: 15,982 shares; 2025Q1: 9,923 shares; 2025Q2: 9,736 shares; 2025Q3: 9,409 shares; 2025Q4: 9,460 shares; 2026Q1: 6,149 shares 6,149 $159K <0.01% -3,311 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 991 shares; 2025Q1: 1,351 shares; 2025Q2: 1,338 shares; 2025Q3: 1,322 shares; 2025Q4: 1,670 shares; 2026Q1: 1,577 shares 1,577 $158K <0.01% -93 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,459 shares; 2025Q1: 3,461 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 3,034 shares; 2026Q1: 4,212 shares 4,212 $158K <0.01% +1,178 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 5,696 shares; 2025Q3: 8,896 shares; 2025Q4: 9,031 shares; 2026Q1: 7,064 shares 7,064 $158K <0.01% -1,967 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 1,244 shares; 2025Q2: 1,242 shares; 2025Q3: 1,294 shares; 2025Q4: 1,265 shares; 2026Q1: 1,951 shares 1,951 $157K <0.01% +686 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,667 shares; 2025Q1: 2,221 shares; 2025Q2: 2,253 shares; 2025Q3: 2,277 shares; 2025Q4: 2,288 shares; 2026Q1: 2,239 shares 2,239 $157K <0.01% -49 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 1,120 shares; 2025Q1: 1,116 shares; 2025Q2: 1,189 shares; 2025Q3: 1,401 shares; 2025Q4: 1,406 shares; 2026Q1: 1,658 shares 1,658 $157K <0.01% +252 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,900 shares; 2025Q1: 22,386 shares; 2025Q2: 22,339 shares; 2025Q3: 23,074 shares; 2025Q4: 22,820 shares; 2026Q1: 24,643 shares 24,643 $157K <0.01% +1,823 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 1,751 shares; 2025Q1: 1,527 shares; 2025Q2: 1,521 shares; 2025Q3: 1,458 shares; 2025Q4: 1,912 shares; 2026Q1: 2,124 shares 2,124 $157K <0.01% +212 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 3,063 shares; 2025Q2: 2,985 shares; 2025Q3: 2,991 shares; 2025Q4: 3,093 shares; 2026Q1: 3,383 shares 3,383 $157K <0.01% +290 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 4,044 shares; 2025Q1: 4,046 shares; 2025Q2: 4,049 shares; 2025Q3: 4,052 shares; 2025Q4: 4,054 shares; 2026Q1: 4,055 shares 4,055 $157K <0.01% +1 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 195 shares; 2025Q1: 482 shares; 2025Q2: 894 shares; 2025Q3: 2,244 shares; 2025Q4: 2,305 shares; 2026Q1: 3,524 shares 3,524 $157K <0.01% +1,219 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,616 shares; 2025Q1: 1,708 shares; 2025Q2: 2,116 shares; 2025Q3: 2,251 shares; 2025Q4: 2,350 shares; 2026Q1: 1,990 shares 1,990 $157K <0.01% -360 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 14 shares; 2025Q1: 17 shares; 2025Q2: 23 shares; 2025Q3: 28 shares; 2025Q4: 64 shares; 2026Q1: 83 shares 83 $156K <0.01% +19 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 7,296 shares; 2025Q1: 8,011 shares; 2025Q2: 8,419 shares; 2025Q3: 9,619 shares; 2025Q4: 5,439 shares; 2026Q1: 5,456 shares 5,456 $156K <0.01% +17 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,805 shares; 2025Q1: 1,909 shares; 2025Q2: 2,049 shares; 2025Q3: 1,514 shares; 2025Q4: 1,703 shares; 2026Q1: 2,548 shares 2,548 $156K <0.01% +845 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,236 shares; 2025Q3: 32,236 shares; 2025Q4: 33,736 shares; 2026Q1: 33,736 shares 33,736 $156K <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 502 shares; 2025Q1: 512 shares; 2025Q2: 2,347 shares; 2025Q3: 2,585 shares; 2025Q4: 2,832 shares; 2026Q1: 3,149 shares 3,149 $156K <0.01% +317 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 4,076 shares; 2025Q1: 4,797 shares; 2025Q2: 4,762 shares; 2025Q3: 4,823 shares; 2025Q4: 4,016 shares; 2026Q1: 4,246 shares 4,246 $156K <0.01% +230 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,511 shares; 2024Q4: 15,640 shares; 2025Q1: 16,534 shares; 2025Q2: 16,731 shares; 2025Q3: 20,002 shares; 2025Q4: 14,159 shares; 2026Q1: 15,331 shares 15,331 $156K <0.01% +1,172 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 5,437 shares; 2025Q1: 2,622 shares; 2025Q2: 7,314 shares; 2025Q3: 6,162 shares; 2025Q4: 6,246 shares; 2026Q1: 6,283 shares 6,283 $156K <0.01% +37 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,336 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares; 2026Q1: 3,336 shares 3,336 $156K <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; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 793 shares; 2025Q1: 767 shares; 2025Q2: 550 shares; 2025Q3: 425 shares; 2025Q4: 385 shares; 2026Q1: 947 shares 947 $155K <0.01% +562 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,536 shares; 2025Q1: 1,521 shares; 2025Q2: 2,014 shares; 2025Q3: 2,154 shares; 2025Q4: 2,104 shares; 2026Q1: 3,107 shares 3,107 $155K <0.01% +1,003 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 2,467 shares; 2025Q1: 3,586 shares; 2025Q2: 6,570 shares; 2025Q3: 7,177 shares; 2025Q4: 4,378 shares; 2026Q1: 4,481 shares 4,481 $155K <0.01% +103 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 655 shares; 2025Q1: 780 shares; 2025Q2: 1,048 shares; 2025Q3: 903 shares; 2025Q4: 1,307 shares; 2026Q1: 1,533 shares 1,533 $154K <0.01% +226 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 6,459 shares; 2025Q1: 5,459 shares; 2025Q2: 5,459 shares; 2025Q3: 5,459 shares; 2025Q4: 5,459 shares; 2026Q1: 5,459 shares 5,459 $154K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,015 shares; 2025Q1: 5,499 shares; 2025Q2: 5,925 shares; 2025Q3: 6,334 shares; 2025Q4: 7,692 shares; 2026Q1: 9,186 shares 9,186 $154K <0.01% +1,494 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $153K <0.01% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,696 shares; 2025Q4: 1,701 shares; 2026Q1: 1,705 shares 1,705 $153K <0.01% +4 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 117 shares; 2025Q2: 146 shares; 2025Q3: 882 shares; 2025Q4: 1,063 shares; 2026Q1: 3,432 shares 3,432 $153K <0.01% +2,369 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 681 shares; 2025Q1: 714 shares; 2025Q2: 1,909 shares; 2025Q3: 1,897 shares; 2025Q4: 2,160 shares; 2026Q1: 2,208 shares 2,208 $153K <0.01% +48 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,983 shares; 2025Q1: 4,222 shares; 2025Q2: 4,305 shares; 2025Q3: 4,311 shares; 2025Q4: not reported; 2026Q1: 2,423 shares 2,423 $153K <0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,597 shares; 2025Q1: 1,798 shares; 2025Q2: 2,753 shares; 2025Q3: 3,875 shares; 2025Q4: 4,747 shares; 2026Q1: 7,692 shares 7,692 $152K <0.01% +2,945 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,383 shares; 2025Q1: 2,985 shares; 2025Q2: 2,655 shares; 2025Q3: 9,572 shares; 2025Q4: 8,091 shares; 2026Q1: 9,583 shares 9,583 $152K <0.01% +1,492 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 470 shares; 2025Q1: 686 shares; 2025Q2: 1,511 shares; 2025Q3: 1,749 shares; 2025Q4: 1,890 shares; 2026Q1: 2,003 shares 2,003 $151K <0.01% +113 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $151K <0.01% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212 shares; 2025Q4: 3,054 shares; 2026Q1: 3,054 shares 3,054 $151K <0.01% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 3,074 shares; 2025Q3: 3,168 shares; 2025Q4: not reported; 2026Q1: 3,665 shares 3,665 $150K <0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 4,555 shares; 2025Q1: 4,842 shares; 2025Q2: 3,175 shares; 2025Q3: 3,328 shares; 2025Q4: 2,867 shares; 2026Q1: 2,270 shares 2,270 $150K <0.01% -597 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 611 shares; 2025Q1: 1,020 shares; 2025Q2: 1,083 shares; 2025Q3: 1,123 shares; 2025Q4: 859 shares; 2026Q1: 1,050 shares 1,050 $150K <0.01% +191 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 435 shares; 2025Q1: 936 shares; 2025Q2: 996 shares; 2025Q3: 1,061 shares; 2025Q4: 1,093 shares; 2026Q1: 4,076 shares 4,076 $149K <0.01% +2,983 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $149K <0.01% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 794 shares; 2025Q1: 940 shares; 2025Q2: 1,033 shares; 2025Q3: 941 shares; 2025Q4: 1,039 shares; 2026Q1: 1,172 shares 1,172 $149K <0.01% +133 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,280 shares; 2025Q1: 2,233 shares; 2025Q2: 5,273 shares; 2025Q3: 6,404 shares; 2025Q4: 6,427 shares; 2026Q1: 7,907 shares 7,907 $149K <0.01% +1,480 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 8,510 shares; 2025Q1: 8,049 shares; 2025Q2: 7,804 shares; 2025Q3: 7,646 shares; 2025Q4: 7,527 shares; 2026Q1: 6,162 shares 6,162 $149K <0.01% -1,365 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 1,010 shares; 2025Q3: 1,030 shares; 2025Q4: 1,034 shares; 2026Q1: 1,153 shares 1,153 $149K <0.01% +119 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 563 shares; 2025Q1: 641 shares; 2025Q2: 12,929 shares; 2025Q3: 12,341 shares; 2025Q4: 10,017 shares; 2026Q1: 11,090 shares 11,090 $149K <0.01% +1,073 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 56 shares; 2025Q2: 331 shares; 2025Q3: 2,000 shares; 2025Q4: 3,070 shares; 2026Q1: 2,786 shares 2,786 $148K <0.01% -284 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,572 shares; 2025Q1: 6,222 shares; 2025Q2: 6,845 shares; 2025Q3: 3,749 shares; 2025Q4: 3,830 shares; 2026Q1: 3,788 shares 3,788 $148K <0.01% -42 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; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 632 shares; 2025Q1: 684 shares; 2025Q2: 736 shares; 2025Q3: 959 shares; 2025Q4: 857 shares; 2026Q1: 1,505 shares 1,505 $148K <0.01% +648 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 58 shares; 2025Q1: 84 shares; 2025Q2: 620 shares; 2025Q3: 628 shares; 2025Q4: 493 shares; 2026Q1: 1,560 shares 1,560 $148K <0.01% +1,067 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 128 shares; 2025Q1: 170 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 428 shares; 2026Q1: 441 shares 441 $147K <0.01% +13 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,263 shares; 2025Q1: 4,263 shares; 2025Q2: 4,263 shares; 2025Q3: 4,263 shares; 2025Q4: 4,263 shares; 2026Q1: 4,634 shares 4,634 $147K <0.01% +371 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 358 shares; 2025Q1: 467 shares; 2025Q2: 1,480 shares; 2025Q3: 1,601 shares; 2025Q4: 1,440 shares; 2026Q1: 1,697 shares 1,697 $146K <0.01% +257 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 58 shares; 2025Q2: 4,351 shares; 2025Q3: 4,355 shares; 2025Q4: 4,370 shares; 2026Q1: 4,408 shares 4,408 $146K <0.01% +38 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,677 shares; 2025Q1: 2,566 shares; 2025Q2: 7,877 shares; 2025Q3: 10,125 shares; 2025Q4: 10,994 shares; 2026Q1: 11,025 shares 11,025 $145K <0.01% +31 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 5,214 shares; 2025Q1: 6,145 shares; 2025Q2: 7,195 shares; 2025Q3: 12,161 shares; 2025Q4: 10,396 shares; 2026Q1: 9,235 shares 9,235 $145K <0.01% -1,161 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 252 shares; 2025Q1: 253 shares; 2025Q2: 659 shares; 2025Q3: 906 shares; 2025Q4: 386 shares; 2026Q1: 1,020 shares 1,020 $145K <0.01% +634 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 380 shares; 2025Q1: 332 shares; 2025Q2: 1,346 shares; 2025Q3: 1,546 shares; 2025Q4: 2,211 shares; 2026Q1: 2,486 shares 2,486 $145K <0.01% +275 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 789 shares; 2025Q4: 1,746 shares; 2026Q1: 1,742 shares 1,742 $144K <0.01% -4 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,602 shares; 2025Q2: 2,627 shares; 2025Q3: 2,664 shares; 2025Q4: 3,814 shares; 2026Q1: 2,736 shares 2,736 $144K <0.01% -1,078 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,950 shares; 2025Q1: 2,509 shares; 2025Q2: 3,517 shares; 2025Q3: 3,745 shares; 2025Q4: 3,428 shares; 2026Q1: 3,556 shares 3,556 $143K <0.01% +128 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 195 shares; 2025Q1: 206 shares; 2025Q2: 195 shares; 2025Q3: 253 shares; 2025Q4: 459 shares; 2026Q1: 493 shares 493 $143K <0.01% +34 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 4,272 shares; 2025Q1: 4,016 shares; 2025Q2: 4,016 shares; 2025Q3: 4,016 shares; 2025Q4: 4,037 shares; 2026Q1: 4,192 shares 4,192 $143K <0.01% +155 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 9,884 shares; 2025Q1: 9,821 shares; 2025Q2: 13,123 shares; 2025Q3: 15,565 shares; 2025Q4: 12,863 shares; 2026Q1: 14,583 shares 14,583 $143K <0.01% +1,720 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 988 shares; 2025Q1: 1,918 shares; 2025Q2: 2,287 shares; 2025Q3: 2,755 shares; 2025Q4: 3,068 shares; 2026Q1: 3,068 shares 3,068 $143K <0.01% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,498 shares; 2025Q1: 3,510 shares; 2025Q2: 3,587 shares; 2025Q3: 3,439 shares; 2025Q4: 3,142 shares; 2026Q1: 3,574 shares 3,574 $143K <0.01% +432 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 739 shares; 2025Q3: 1,229 shares; 2025Q4: 1,431 shares; 2026Q1: 1,523 shares 1,523 $142K <0.01% +92 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 3,650 shares; 2025Q1: 4,325 shares; 2025Q2: 4,505 shares; 2025Q3: 4,345 shares; 2025Q4: 4,155 shares; 2026Q1: 3,726 shares 3,726 $142K <0.01% -429 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 6,307 shares; 2025Q1: 7,340 shares; 2025Q2: 5,988 shares; 2025Q3: 4,229 shares; 2025Q4: 4,457 shares; 2026Q1: 5,995 shares 5,995 $142K <0.01% +1,538 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 81 shares; 2025Q1: 90 shares; 2025Q2: 108 shares; 2025Q3: 110 shares; 2025Q4: 112 shares; 2026Q1: 179 shares 179 $141K <0.01% +67 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,654 shares; 2025Q1: 1,655 shares; 2025Q2: 1,656 shares; 2025Q3: 1,657 shares; 2025Q4: 2,201 shares; 2026Q1: 2,652 shares 2,652 $141K <0.01% +451 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 3,068 shares; 2025Q1: 3,261 shares; 2025Q2: 3,573 shares; 2025Q3: 3,612 shares; 2025Q4: 4,601 shares; 2026Q1: 6,486 shares 6,486 $140K <0.01% +1,885 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 553 shares; 2025Q1: 585 shares; 2025Q2: 1,266 shares; 2025Q3: 1,171 shares; 2025Q4: 1,389 shares; 2026Q1: 1,315 shares 1,315 $140K <0.01% -74 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 850 shares; 2025Q1: 3,248 shares; 2025Q2: 3,147 shares; 2025Q3: 3,147 shares; 2025Q4: 3,156 shares; 2026Q1: 3,267 shares 3,267 $140K <0.01% +111 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 2,556 shares; 2025Q1: 2,819 shares; 2025Q2: 2,756 shares; 2025Q3: 2,556 shares; 2025Q4: 2,571 shares; 2026Q1: 2,677 shares 2,677 $140K <0.01% +106 Timeline FCAL 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; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 3,020 shares; 2026Q1: 2,857 shares 2,857 $140K <0.01% -163 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 6,720 shares; 2025Q1: 5,423 shares; 2025Q2: 7,098 shares; 2025Q3: 7,072 shares; 2025Q4: 5,691 shares; 2026Q1: 6,382 shares 6,382 $139K <0.01% +691 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,416 shares; 2025Q1: 2,414 shares; 2025Q2: 2,698 shares; 2025Q3: 3,232 shares; 2025Q4: 6,023 shares; 2026Q1: 15,254 shares 15,254 $139K <0.01% +9,231 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 3,120 shares; 2025Q1: 798 shares; 2025Q2: 1,402 shares; 2025Q3: 6,334 shares; 2025Q4: 4,182 shares; 2026Q1: 5,249 shares 5,249 $139K <0.01% +1,067 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 829 shares; 2026Q1: 829 shares 829 $139K <0.01% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 2,728 shares; 2025Q1: 2,815 shares; 2025Q2: 2,821 shares; 2025Q3: 3,100 shares; 2025Q4: 3,424 shares; 2026Q1: 3,581 shares 3,581 $139K <0.01% +157 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 8,815 shares; 2025Q1: 8,439 shares; 2025Q2: 9,734 shares; 2025Q3: 10,492 shares; 2025Q4: 10,637 shares; 2026Q1: 12,784 shares 12,784 $139K <0.01% +2,147 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 6,517 shares; 2025Q1: 1,392 shares; 2025Q2: 2,143 shares; 2025Q3: 3,376 shares; 2025Q4: 4,330 shares; 2026Q1: 4,651 shares 4,651 $138K <0.01% +321 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 5,492 shares; 2025Q1: 5,492 shares; 2025Q2: 5,492 shares; 2025Q3: 5,182 shares; 2025Q4: 5,182 shares; 2026Q1: 5,182 shares 5,182 $138K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,538 shares; 2025Q3: 1,430 shares; 2025Q4: 1,529 shares; 2026Q1: 1,589 shares 1,589 $138K <0.01% +60 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 9,909 shares; 2025Q1: 11,062 shares; 2025Q2: 25,513 shares; 2025Q3: 28,669 shares; 2025Q4: 26,505 shares; 2026Q1: 20,002 shares 20,002 $137K <0.01% -6,503 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $137K <0.01% new Timeline PRAY FIS TR More: the full row for FIS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,264 shares 4,264 $137K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,616 shares; 2024Q4: 45,792 shares; 2025Q1: 49,191 shares; 2025Q2: 50,691 shares; 2025Q3: 59,091 shares; 2025Q4: 59,327 shares; 2026Q1: 26,897 shares 26,897 $137K <0.01% -32,430 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,002 shares; 2026Q1: 16,015 shares 16,015 $137K <0.01% +13 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,213 shares; 2025Q1: 4,211 shares; 2025Q2: 4,211 shares; 2025Q3: 3,985 shares; 2025Q4: 3,630 shares; 2026Q1: 3,386 shares 3,386 $137K <0.01% -244 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 162 shares; 2025Q1: 9,581 shares; 2025Q2: 10,698 shares; 2025Q3: 10,554 shares; 2025Q4: 10,556 shares; 2026Q1: 10,585 shares 10,585 $137K <0.01% +29 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 9,075 shares; 2025Q4: not reported; 2026Q1: 14,889 shares 14,889 $136K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 809 shares; 2025Q1: 920 shares; 2025Q2: 1,490 shares; 2025Q3: 2,453 shares; 2025Q4: 1,516 shares; 2026Q1: 2,778 shares 2,778 $136K <0.01% +1,262 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 5,893 shares; 2025Q1: 5,893 shares; 2025Q2: 5,893 shares; 2025Q3: 5,893 shares; 2025Q4: 6,116 shares; 2026Q1: 6,116 shares 6,116 $136K <0.01% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 947 shares; 2025Q1: 939 shares; 2025Q2: 1,005 shares; 2025Q3: 1,044 shares; 2025Q4: 1,047 shares; 2026Q1: 1,019 shares 1,019 $136K <0.01% -28 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 172 shares; 2025Q1: 90 shares; 2025Q2: 403 shares; 2025Q3: 437 shares; 2025Q4: 482 shares; 2026Q1: 487 shares 487 $135K <0.01% +5 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 488 shares; 2025Q1: 467 shares; 2025Q2: 450 shares; 2025Q3: 682 shares; 2025Q4: 1,107 shares; 2026Q1: 2,299 shares 2,299 $134K <0.01% +1,192 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 827 shares; 2025Q1: 529 shares; 2025Q2: 1,305 shares; 2025Q3: 1,328 shares; 2025Q4: 1,344 shares; 2026Q1: 1,324 shares 1,324 $134K <0.01% -20 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 486 shares; 2025Q1: 282 shares; 2025Q2: 7,363 shares; 2025Q3: 10,362 shares; 2025Q4: 9,410 shares; 2026Q1: 9,300 shares 9,300 $134K <0.01% -110 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 0 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 1,523 shares; 2026Q1: 925 shares 925 $134K <0.01% -598 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,590 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,121 shares 1,121 $134K <0.01% -302 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,529 shares; 2025Q1: 2,841 shares; 2025Q2: 2,852 shares; 2025Q3: 3,096 shares; 2025Q4: 3,232 shares; 2026Q1: 3,102 shares 3,102 $134K <0.01% -130 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 104 shares; 2025Q1: 76 shares; 2025Q2: 98 shares; 2025Q3: 274 shares; 2025Q4: 327 shares; 2026Q1: 334 shares 334 $133K <0.01% +7 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 1,103 shares; 2025Q4: 1,320 shares; 2026Q1: 1,882 shares 1,882 $133K <0.01% +562 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 685 shares; 2025Q1: 961 shares; 2025Q2: 2,562 shares; 2025Q3: 3,488 shares; 2025Q4: 6,631 shares; 2026Q1: 9,272 shares 9,272 $133K <0.01% +2,641 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 5,161 shares; 2025Q1: 5,161 shares; 2025Q2: 5,162 shares; 2025Q3: 5,501 shares; 2025Q4: 5,790 shares; 2026Q1: 6,197 shares 6,197 $133K <0.01% +407 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 3,507 shares; 2025Q1: 3,616 shares; 2025Q2: 4,293 shares; 2025Q3: 4,553 shares; 2025Q4: 5,350 shares; 2026Q1: 6,022 shares 6,022 $133K <0.01% +672 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 235 shares; 2025Q1: 304 shares; 2025Q2: 337 shares; 2025Q3: 333 shares; 2025Q4: 351 shares; 2026Q1: 1,000 shares 1,000 $133K <0.01% +649 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 206 shares; 2025Q2: 74 shares; 2025Q3: 415 shares; 2025Q4: 540 shares; 2026Q1: 2,056 shares 2,056 $133K <0.01% +1,516 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $132K <0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 614 shares; 2025Q2: 729 shares; 2025Q3: 1,137 shares; 2025Q4: 1,053 shares; 2026Q1: 884 shares 884 $132K <0.01% -169 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 874 shares; 2025Q2: 1,547 shares; 2025Q3: 1,815 shares; 2025Q4: 2,426 shares; 2026Q1: 3,004 shares 3,004 $132K <0.01% +578 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,380 shares; 2025Q1: 1,151 shares; 2025Q2: 1,357 shares; 2025Q3: 1,171 shares; 2025Q4: 1,275 shares; 2026Q1: 1,508 shares 1,508 $132K <0.01% +233 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,228 shares; 2025Q1: 1,340 shares; 2025Q2: 1,262 shares; 2025Q3: 1,269 shares; 2025Q4: 1,258 shares; 2026Q1: 1,188 shares 1,188 $132K <0.01% -70 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 7,587 shares; 2025Q1: 5,616 shares; 2025Q2: 6,242 shares; 2025Q3: 6,242 shares; 2025Q4: 6,250 shares; 2026Q1: 6,468 shares 6,468 $132K <0.01% +218 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 275 shares; 2025Q1: 372 shares; 2025Q2: 1,103 shares; 2025Q3: 4,460 shares; 2025Q4: 3,956 shares; 2026Q1: 2,916 shares 2,916 $132K <0.01% -1,040 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,320 shares; 2025Q2: 4,562 shares; 2025Q3: 4,842 shares; 2025Q4: 4,743 shares; 2026Q1: 4,704 shares 4,704 $132K <0.01% -39 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,641 shares; 2025Q1: 868 shares; 2025Q2: 1,500 shares; 2025Q3: 1,679 shares; 2025Q4: 1,789 shares; 2026Q1: 1,831 shares 1,831 $131K <0.01% +42 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,133 shares 1,133 $131K <0.01% 0 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 384 shares; 2025Q3: 1,422 shares; 2025Q4: 957 shares; 2026Q1: 979 shares 979 $131K <0.01% +22 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 277 shares; 2025Q2: 714 shares; 2025Q3: 1,701 shares; 2025Q4: 2,016 shares; 2026Q1: 4,483 shares 4,483 $131K <0.01% +2,467 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 10,000 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $131K <0.01% 0 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 47 shares; 2025Q1: 492 shares; 2025Q2: 1,505 shares; 2025Q3: 1,508 shares; 2025Q4: 1,513 shares; 2026Q1: 1,549 shares 1,549 $131K <0.01% +36 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 9,829 shares; 2025Q1: 10,994 shares; 2025Q2: 10,199 shares; 2025Q3: 8,564 shares; 2025Q4: 8,564 shares; 2026Q1: 10,864 shares 10,864 $131K <0.01% +2,300 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,424 shares; 2025Q1: 6,574 shares; 2025Q2: 7,000 shares; 2025Q3: 7,319 shares; 2025Q4: 8,817 shares; 2026Q1: 14,559 shares 14,559 $131K <0.01% +5,742 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,152 shares; 2024Q4: 8,938 shares; 2025Q1: 8,799 shares; 2025Q2: 23,510 shares; 2025Q3: 23,526 shares; 2025Q4: 24,541 shares; 2026Q1: 24,555 shares 24,555 $131K <0.01% +14 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 2,957 shares; 2025Q3: 6,565 shares; 2025Q4: 2,826 shares; 2026Q1: 3,369 shares 3,369 $130K <0.01% +543 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 596 shares; 2025Q1: 636 shares; 2025Q2: 887 shares; 2025Q3: 1,005 shares; 2025Q4: 855 shares; 2026Q1: 905 shares 905 $130K <0.01% +50 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 2,468 shares; 2025Q4: 2,468 shares; 2026Q1: 3,772 shares 3,772 $130K <0.01% +1,304 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 620 shares; 2025Q1: 642 shares; 2025Q2: 3,071 shares; 2025Q3: 3,140 shares; 2025Q4: 3,399 shares; 2026Q1: 3,071 shares 3,071 $130K <0.01% -328 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 901 shares; 2025Q1: 832 shares; 2025Q2: 926 shares; 2025Q3: 1,338 shares; 2025Q4: 938 shares; 2026Q1: 2,147 shares 2,147 $130K <0.01% +1,209 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 221 shares; 2025Q2: 173 shares; 2025Q3: 229 shares; 2025Q4: 256 shares; 2026Q1: 1,314 shares 1,314 $128K <0.01% +1,058 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,295 shares; 2024Q4: 3,295 shares; 2025Q1: 3,726 shares; 2025Q2: 3,726 shares; 2025Q3: 3,852 shares; 2025Q4: 3,847 shares; 2026Q1: 3,858 shares 3,858 $128K <0.01% +11 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 351 shares; 2025Q1: 216 shares; 2025Q2: 196 shares; 2025Q3: 251 shares; 2025Q4: 231 shares; 2026Q1: 1,134 shares 1,134 $128K <0.01% +903 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,636 shares; 2025Q1: 6,611 shares; 2025Q2: 7,693 shares; 2025Q3: 9,936 shares; 2025Q4: 11,748 shares; 2026Q1: 16,064 shares 16,064 $128K <0.01% +4,316 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 509 shares; 2025Q1: 532 shares; 2025Q2: 505 shares; 2025Q3: 540 shares; 2025Q4: 476 shares; 2026Q1: 1,088 shares 1,088 $127K <0.01% +612 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,758 shares; 2025Q4: 4,758 shares; 2026Q1: 4,758 shares 4,758 $127K <0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 608 shares; 2025Q1: 421 shares; 2025Q2: 78 shares; 2025Q3: 675 shares; 2025Q4: 1,250 shares; 2026Q1: 21,187 shares 21,187 $127K <0.01% +19,937 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 707 shares; 2025Q1: 625 shares; 2025Q2: 426 shares; 2025Q3: 610 shares; 2025Q4: 868 shares; 2026Q1: 1,883 shares 1,883 $127K <0.01% +1,015 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,266 shares; 2025Q1: 1,353 shares; 2025Q2: 2,380 shares; 2025Q3: 2,398 shares; 2025Q4: 2,457 shares; 2026Q1: 2,448 shares 2,448 $127K <0.01% -9 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 58 shares; 2025Q1: 45 shares; 2025Q2: 946 shares; 2025Q3: 1,120 shares; 2025Q4: 4,404 shares; 2026Q1: 4,149 shares 4,149 $127K <0.01% -255 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,049 shares; 2025Q1: 9,212 shares; 2025Q2: 7,217 shares; 2025Q3: 5,675 shares; 2025Q4: 3,640 shares; 2026Q1: 3,441 shares 3,441 $126K <0.01% -199 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 447 shares; 2025Q1: 434 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 717 shares; 2026Q1: 718 shares 718 $126K <0.01% +1 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,007 shares; 2025Q3: 3,423 shares; 2025Q4: 3,915 shares; 2026Q1: 4,604 shares 4,604 $126K <0.01% +689 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 1,056 shares; 2025Q4: 1,086 shares; 2026Q1: 1,294 shares 1,294 $126K <0.01% +208 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 11 shares; 2025Q1: 47 shares; 2025Q2: 50 shares; 2025Q3: 207 shares; 2025Q4: 310 shares; 2026Q1: 371 shares 371 $126K <0.01% +61 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 8 shares; 2025Q3: 9 shares; 2025Q4: 5,835 shares; 2026Q1: 5,966 shares 5,966 $126K <0.01% +131 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $125K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 9,814 shares; 2025Q1: 9,814 shares; 2025Q2: 10,215 shares; 2025Q3: 10,857 shares; 2025Q4: 31,478 shares; 2026Q1: 31,711 shares 31,711 $125K <0.01% +233 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,600 shares; 2025Q1: 11,847 shares; 2025Q2: 11,847 shares; 2025Q3: 4,657 shares; 2025Q4: 4,657 shares; 2026Q1: 4,657 shares 4,657 $125K <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; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 182 shares; 2025Q1: 127 shares; 2025Q2: 148 shares; 2025Q3: 272 shares; 2025Q4: 597 shares; 2026Q1: 660 shares 660 $125K <0.01% +63 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 4,678 shares; 2025Q1: 4,636 shares; 2025Q2: 6,037 shares; 2025Q3: 3,654 shares; 2025Q4: 3,426 shares; 2026Q1: 3,210 shares 3,210 $125K <0.01% -216 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 1,340 shares 1,340 $125K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 9,480 shares; 2025Q3: 11,482 shares; 2025Q4: 11,480 shares; 2026Q1: 11,480 shares 11,480 $125K <0.01% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 194 shares; 2025Q1: 182 shares; 2025Q2: 487 shares; 2025Q3: 1,042 shares; 2025Q4: 3,492 shares; 2026Q1: 3,409 shares 3,409 $125K <0.01% -83 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,502 shares; 2025Q1: 1,575 shares; 2025Q2: 1,701 shares; 2025Q3: 2,046 shares; 2025Q4: 3,603 shares; 2026Q1: 1,507 shares 1,507 $125K <0.01% -2,096 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 285 shares; 2025Q1: 301 shares; 2025Q2: 448 shares; 2025Q3: 468 shares; 2025Q4: 700 shares; 2026Q1: 816 shares 816 $124K <0.01% +116 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 230 shares; 2025Q1: 253 shares; 2025Q2: 1,246 shares; 2025Q3: 1,306 shares; 2025Q4: 1,387 shares; 2026Q1: 1,528 shares 1,528 $124K <0.01% +141 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares 1,404 $124K <0.01% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 5,436 shares; 2025Q1: 5,448 shares; 2025Q2: 2,906 shares; 2025Q3: 2,913 shares; 2025Q4: 2,919 shares; 2026Q1: 3,016 shares 3,016 $124K <0.01% +97 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 62 shares; 2025Q1: 59 shares; 2025Q2: 79 shares; 2025Q3: 203 shares; 2025Q4: 363 shares; 2026Q1: 416 shares 416 $124K <0.01% +53 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,600 shares; 2025Q3: 4,626 shares; 2025Q4: 4,845 shares; 2026Q1: 5,588 shares 5,588 $124K <0.01% +743 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,139 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $124K <0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 7,617 shares; 2025Q1: 7,663 shares; 2025Q2: 8,245 shares; 2025Q3: 8,549 shares; 2025Q4: 8,938 shares; 2026Q1: 8,218 shares 8,218 $124K <0.01% -720 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,328 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,115 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $123K <0.01% 0 Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,951 shares; 2025Q4: 2,200 shares; 2026Q1: 5,463 shares 5,463 $123K <0.01% +3,263 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 561 shares; 2025Q1: 1,651 shares; 2025Q2: 2,062 shares; 2025Q3: 2,300 shares; 2025Q4: 2,291 shares; 2026Q1: 2,588 shares 2,588 $123K <0.01% +297 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 684 shares; 2025Q1: 772 shares; 2025Q2: 942 shares; 2025Q3: 1,822 shares; 2025Q4: 7,860 shares; 2026Q1: 11,179 shares 11,179 $123K <0.01% +3,319 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,545 shares; 2026Q1: 1,189 shares 1,189 $123K <0.01% -356 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,416 shares; 2025Q1: 2,764 shares; 2025Q2: 1,990 shares; 2025Q3: 3,089 shares; 2025Q4: 6,118 shares; 2026Q1: 5,404 shares 5,404 $123K <0.01% -714 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; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 4,975 shares; 2025Q1: 6,434 shares; 2025Q2: 7,197 shares; 2025Q3: 29,642 shares; 2025Q4: 9,947 shares; 2026Q1: 14,835 shares 14,835 $123K <0.01% +4,888 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,935 shares; 2024Q4: 4,152 shares; 2025Q1: 4,439 shares; 2025Q2: 4,949 shares; 2025Q3: 6,351 shares; 2025Q4: 6,917 shares; 2026Q1: 6,953 shares 6,953 $123K <0.01% +36 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,013 shares; 2025Q1: 1,299 shares; 2025Q2: 2,118 shares; 2025Q3: 2,116 shares; 2025Q4: 1,924 shares; 2026Q1: 2,287 shares 2,287 $122K <0.01% +363 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 2,099 shares; 2025Q1: 2,778 shares; 2025Q2: 2,330 shares; 2025Q3: 3,058 shares; 2025Q4: 3,398 shares; 2026Q1: 4,169 shares 4,169 $122K <0.01% +771 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,016 shares; 2025Q4: 3,016 shares; 2026Q1: 3,016 shares 3,016 $122K <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 160 shares; 2025Q1: 140 shares; 2025Q2: 191 shares; 2025Q3: 597 shares; 2025Q4: 640 shares; 2026Q1: 903 shares 903 $122K <0.01% +263 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,644 shares 1,644 $122K <0.01% +325 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 193 shares; 2025Q1: 162 shares; 2025Q2: 168 shares; 2025Q3: 178 shares; 2025Q4: 186 shares; 2026Q1: 143 shares 143 $122K <0.01% -43 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 509 shares; 2025Q1: 834 shares; 2025Q2: 1,394 shares; 2025Q3: 1,790 shares; 2025Q4: 2,284 shares; 2026Q1: 2,190 shares 2,190 $122K <0.01% -94 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,527 shares; 2025Q1: 1,453 shares; 2025Q2: 2,583 shares; 2025Q3: 2,573 shares; 2025Q4: 15,593 shares; 2026Q1: 15,783 shares 15,783 $122K <0.01% +190 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,626 shares; 2025Q1: 2,205 shares; 2025Q2: 2,185 shares; 2025Q3: 2,137 shares; 2025Q4: 2,214 shares; 2026Q1: 3,051 shares 3,051 $122K <0.01% +837 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 308 shares; 2025Q2: 1,094 shares; 2025Q3: 1,695 shares; 2025Q4: 2,389 shares; 2026Q1: 1,957 shares 1,957 $121K <0.01% -432 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 101 shares; 2025Q1: 151 shares; 2025Q2: 1,472 shares; 2025Q3: 1,482 shares; 2025Q4: 529 shares; 2026Q1: 1,328 shares 1,328 $121K <0.01% +799 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 671 shares; 2025Q3: 797 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares 2,397 $121K <0.01% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 3,046 shares; 2025Q3: 3,046 shares; 2025Q4: 3,046 shares; 2026Q1: 3,000 shares 3,000 $120K <0.01% -46 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: 4,679 shares 4,679 $120K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 740 shares; 2025Q3: 1,764 shares; 2025Q4: 1,572 shares; 2026Q1: 1,376 shares 1,376 $120K <0.01% -196 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 686 shares; 2025Q2: 1,340 shares; 2025Q3: 1,286 shares; 2025Q4: 1,286 shares; 2026Q1: 1,786 shares 1,786 $120K <0.01% +500 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 4,615 shares; 2025Q3: 4,615 shares; 2025Q4: 4,623 shares; 2026Q1: 4,626 shares 4,626 $119K <0.01% +3 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 6,918 shares 6,918 $119K <0.01% +6,418 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 1,367 shares; 2025Q4: 2,017 shares; 2026Q1: 2,020 shares 2,020 $119K <0.01% +3 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 5,884 shares; 2025Q1: 5,483 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,418 shares 11,418 $119K <0.01% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 264 shares; 2025Q1: 278 shares; 2025Q2: 310 shares; 2025Q3: 527 shares; 2025Q4: 635 shares; 2026Q1: 726 shares 726 $119K <0.01% +91 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 703 shares; 2025Q1: 960 shares; 2025Q2: 5,499 shares; 2025Q3: 2,442 shares; 2025Q4: 1,478 shares; 2026Q1: 1,813 shares 1,813 $118K <0.01% +335 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 249 shares; 2025Q1: 2,502 shares; 2025Q2: 10,384 shares; 2025Q3: 10,622 shares; 2025Q4: 15,824 shares; 2026Q1: 14,464 shares 14,464 $118K <0.01% -1,360 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; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 946 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 2,309 shares; 2025Q4: 2,336 shares; 2026Q1: 2,568 shares 2,568 $118K <0.01% +232 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 2,715 shares; 2025Q1: 1,984 shares; 2025Q2: 1,978 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,261 shares 1,261 $118K <0.01% -51 Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,264 shares; 2026Q1: 5,904 shares 5,904 $118K <0.01% -1,360 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 814 shares; 2025Q4: 701 shares; 2026Q1: 1,173 shares 1,173 $117K <0.01% +472 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,107 shares; 2025Q1: 1,111 shares; 2025Q2: 1,130 shares; 2025Q3: 1,189 shares; 2025Q4: 1,455 shares; 2026Q1: 1,557 shares 1,557 $117K <0.01% +102 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,594 shares; 2024Q4: 20,448 shares; 2025Q1: 20,478 shares; 2025Q2: 20,448 shares; 2025Q3: 20,448 shares; 2025Q4: 10,450 shares; 2026Q1: 10,540 shares 10,540 $117K <0.01% +90 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 460 shares; 2025Q1: 469 shares; 2025Q2: 504 shares; 2025Q3: 634 shares; 2025Q4: 563 shares; 2026Q1: 622 shares 622 $117K <0.01% +59 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 1,354 shares; 2025Q3: 1,830 shares; 2025Q4: 2,275 shares; 2026Q1: 3,945 shares 3,945 $117K <0.01% +1,670 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 28 shares; 2025Q3: 35 shares; 2025Q4: 43 shares; 2026Q1: 53 shares 53 $116K <0.01% +10 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 207 shares; 2025Q1: 224 shares; 2025Q2: 765 shares; 2025Q3: 793 shares; 2025Q4: 802 shares; 2026Q1: 814 shares 814 $116K <0.01% +12 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,578 shares; 2025Q1: 1,769 shares; 2025Q2: 3,102 shares; 2025Q3: 3,281 shares; 2025Q4: 4,053 shares; 2026Q1: 4,164 shares 4,164 $116K <0.01% +111 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 452 shares; 2025Q1: 463 shares; 2025Q2: 300 shares; 2025Q3: 432 shares; 2025Q4: 944 shares; 2026Q1: 1,479 shares 1,479 $116K <0.01% +535 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 205 shares; 2025Q2: 206 shares; 2025Q3: 1,151 shares; 2025Q4: 1,149 shares; 2026Q1: 1,120 shares 1,120 $116K <0.01% -29 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,797 shares; 2025Q1: 2,532 shares; 2025Q2: 5,213 shares; 2025Q3: 5,670 shares; 2025Q4: 7,173 shares; 2026Q1: 5,995 shares 5,995 $115K <0.01% -1,178 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 98 shares; 2025Q1: 93 shares; 2025Q2: 190 shares; 2025Q3: 309 shares; 2025Q4: 408 shares; 2026Q1: 951 shares 951 $115K <0.01% +543 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,654 shares; 2025Q1: 2,353 shares; 2025Q2: 3,263 shares; 2025Q3: 2,491 shares; 2025Q4: 2,177 shares; 2026Q1: 2,216 shares 2,216 $115K <0.01% +39 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 638 shares; 2025Q1: 650 shares; 2025Q2: 1,198 shares; 2025Q3: 1,215 shares; 2025Q4: 1,342 shares; 2026Q1: 1,304 shares 1,304 $114K <0.01% -38 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 72 shares; 2025Q1: 58 shares; 2025Q2: 2,696 shares; 2025Q3: 2,700 shares; 2025Q4: 2,702 shares; 2026Q1: 2,731 shares 2,731 $114K <0.01% +29 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,490 shares 1,490 $114K <0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 424 shares; 2025Q1: 462 shares; 2025Q2: 574 shares; 2025Q3: 696 shares; 2025Q4: 1,029 shares; 2026Q1: 2,550 shares 2,550 $113K <0.01% +1,521 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,290 shares; 2026Q1: 2,121 shares 2,121 $113K <0.01% -169 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,158 shares; 2025Q1: 930 shares; 2025Q2: 1,230 shares; 2025Q3: 1,154 shares; 2025Q4: 1,140 shares; 2026Q1: 1,146 shares 1,146 $113K <0.01% +6 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,451 shares; 2025Q3: 10,516 shares; 2025Q4: 13,234 shares; 2026Q1: 14,425 shares 14,425 $113K <0.01% +1,191 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 30 shares; 2025Q1: 61 shares; 2025Q2: 55 shares; 2025Q3: 221 shares; 2025Q4: 402 shares; 2026Q1: 1,227 shares 1,227 $113K <0.01% +825 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 1,212 shares; 2025Q3: 1,231 shares; 2025Q4: 1,240 shares; 2026Q1: 1,078 shares 1,078 $113K <0.01% -162 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 924 shares; 2025Q1: 925 shares; 2025Q2: 1,131 shares; 2025Q3: 887 shares; 2025Q4: 888 shares; 2026Q1: 888 shares 888 $113K <0.01% 0 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 57 shares; 2025Q1: 73 shares; 2025Q2: 2,499 shares; 2025Q3: 2,636 shares; 2025Q4: 2,639 shares; 2026Q1: 3,091 shares 3,091 $112K <0.01% +452 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 946 shares; 2025Q1: 1,178 shares; 2025Q2: 1,640 shares; 2025Q3: 1,543 shares; 2025Q4: 1,507 shares; 2026Q1: 1,524 shares 1,524 $112K <0.01% +17 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 1,276 shares 1,276 $112K <0.01% +954 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 230 shares; 2025Q1: 246 shares; 2025Q2: 288 shares; 2025Q3: 730 shares; 2025Q4: 422 shares; 2026Q1: 815 shares 815 $112K <0.01% +393 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 437 shares; 2025Q1: 480 shares; 2025Q2: 942 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 4,963 shares 4,963 $112K <0.01% +3,971 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,146 shares; 2025Q1: 1,102 shares; 2025Q2: 1,177 shares; 2025Q3: 2,307 shares; 2025Q4: 3,683 shares; 2026Q1: 6,923 shares 6,923 $111K <0.01% +3,240 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 29,257 shares; 2025Q3: 17,539 shares; 2025Q4: 13,463 shares; 2026Q1: 14,165 shares 14,165 $111K <0.01% +702 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 504 shares; 2025Q1: 1,747 shares; 2025Q2: 2,440 shares; 2025Q3: 2,487 shares; 2025Q4: 2,492 shares; 2026Q1: 2,699 shares 2,699 $111K <0.01% +207 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,940 shares; 2024Q4: 40,392 shares; 2025Q1: 24,686 shares; 2025Q2: 15,515 shares; 2025Q3: 10,608 shares; 2025Q4: 8,182 shares; 2026Q1: 4,820 shares 4,820 $111K <0.01% -3,362 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 398 shares; 2025Q1: 447 shares; 2025Q2: 474 shares; 2025Q3: 483 shares; 2025Q4: 526 shares; 2026Q1: 548 shares 548 $111K <0.01% +22 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 891 shares; 2025Q1: 626 shares; 2025Q2: 860 shares; 2025Q3: 1,001 shares; 2025Q4: 1,070 shares; 2026Q1: 1,467 shares 1,467 $111K <0.01% +397 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 24,588 shares; 2026Q1: 24,588 shares 24,588 $110K <0.01% 0 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 6,056 shares; 2025Q1: 6,189 shares; 2025Q2: 6,561 shares; 2025Q3: 7,267 shares; 2025Q4: 8,774 shares; 2026Q1: 11,500 shares 11,500 $110K <0.01% +2,726 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 411 shares; 2025Q1: 464 shares; 2025Q2: 820 shares; 2025Q3: 731 shares; 2025Q4: 625 shares; 2026Q1: 902 shares 902 $110K <0.01% +277 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 120 shares; 2025Q1: 1,278 shares; 2025Q2: 1,726 shares; 2025Q3: 1,912 shares; 2025Q4: 1,950 shares; 2026Q1: 2,232 shares 2,232 $110K <0.01% +282 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 363 shares; 2025Q1: 348 shares; 2025Q2: 415 shares; 2025Q3: 477 shares; 2025Q4: 462 shares; 2026Q1: 1,471 shares 1,471 $109K <0.01% +1,009 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,605 shares; 2026Q1: 15,556 shares 15,556 $109K <0.01% +7,951 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,068 shares; 2025Q4: 10,103 shares; 2026Q1: 11,159 shares 11,159 $109K <0.01% +1,056 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 334 shares; 2025Q1: 338 shares; 2025Q2: 380 shares; 2025Q3: 385 shares; 2025Q4: 408 shares; 2026Q1: 541 shares 541 $109K <0.01% +133 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 1,153 shares; 2025Q1: 585 shares; 2025Q2: 2,574 shares; 2025Q3: 2,837 shares; 2025Q4: 4,082 shares; 2026Q1: 4,318 shares 4,318 $109K <0.01% +236 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 249 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 331 shares; 2025Q4: 623 shares; 2026Q1: 635 shares 635 $109K <0.01% +12 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,252 shares; 2025Q1: 1,119 shares; 2025Q2: 2,675 shares; 2025Q3: 1,684 shares; 2025Q4: 2,369 shares; 2026Q1: 6,502 shares 6,502 $108K <0.01% +4,133 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 653 shares; 2025Q1: 720 shares; 2025Q2: 1,771 shares; 2025Q3: 2,027 shares; 2025Q4: 4,608 shares; 2026Q1: 3,597 shares 3,597 $108K <0.01% -1,011 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 473 shares; 2025Q1: 371 shares; 2025Q2: 484 shares; 2025Q3: 1,884 shares; 2025Q4: 1,748 shares; 2026Q1: 1,879 shares 1,879 $108K <0.01% +131 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,275 shares 2,275 $108K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 13,836 shares; 2025Q1: 15,015 shares; 2025Q2: 17,976 shares; 2025Q3: 23,960 shares; 2025Q4: 28,113 shares; 2026Q1: 50,992 shares 50,992 $108K <0.01% +22,879 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,768 shares; 2025Q1: 158 shares; 2025Q2: 147 shares; 2025Q3: 296 shares; 2025Q4: 3,025 shares; 2026Q1: 7,537 shares 7,537 $108K <0.01% +4,512 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 93 shares; 2025Q1: 153 shares; 2025Q2: 149 shares; 2025Q3: 252 shares; 2025Q4: 290 shares; 2026Q1: 528 shares 528 $108K <0.01% +238 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 510 shares; 2025Q1: 518 shares; 2025Q2: 576 shares; 2025Q3: 629 shares; 2025Q4: 673 shares; 2026Q1: 1,252 shares 1,252 $108K <0.01% +579 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 347 shares; 2025Q1: 356 shares; 2025Q2: 369 shares; 2025Q3: 387 shares; 2025Q4: 353 shares; 2026Q1: 357 shares 357 $108K <0.01% +4 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 3,903 shares; 2025Q3: 3,903 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087 $108K <0.01% 0 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,306 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares; 2026Q1: 4,368 shares 4,368 $108K <0.01% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,482 shares; 2025Q3: 7,482 shares; 2025Q4: 7,482 shares; 2026Q1: 7,482 shares 7,482 $107K <0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 1,523 shares; 2025Q1: 1,523 shares; 2025Q2: 2,007 shares; 2025Q3: 2,212 shares; 2025Q4: 2,245 shares; 2026Q1: 2,354 shares 2,354 $107K <0.01% +109 Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares 4,117 $107K <0.01% 0 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,133 shares; 2025Q1: 1,489 shares; 2025Q2: 1,453 shares; 2025Q3: 1,853 shares; 2025Q4: 1,940 shares; 2026Q1: 1,713 shares 1,713 $107K <0.01% -227 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 2,749 shares; 2025Q3: 2,749 shares; 2025Q4: 1,372 shares; 2026Q1: 668 shares 668 $106K <0.01% -704 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 131 shares; 2025Q1: 132 shares; 2025Q2: 684 shares; 2025Q3: 687 shares; 2025Q4: 5,688 shares; 2026Q1: 10,690 shares 10,690 $106K <0.01% +5,002 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 347 shares; 2025Q2: 350 shares; 2025Q3: 326 shares; 2025Q4: 3,630 shares; 2026Q1: 2,630 shares 2,630 $105K <0.01% -1,000 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 89 shares; 2025Q1: 76 shares; 2025Q2: 54 shares; 2025Q3: 126 shares; 2025Q4: 121 shares; 2026Q1: 517 shares 517 $105K <0.01% +396 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 382 shares; 2025Q1: 1,233 shares; 2025Q2: 626 shares; 2025Q3: 9,188 shares; 2025Q4: 5,335 shares; 2026Q1: 7,846 shares 7,846 $104K <0.01% +2,511 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 299 shares; 2025Q1: 326 shares; 2025Q2: 2,009 shares; 2025Q3: 1,606 shares; 2025Q4: 1,185 shares; 2026Q1: 1,138 shares 1,138 $104K <0.01% -47 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 224 shares; 2025Q1: 240 shares; 2025Q2: 489 shares; 2025Q3: 1,298 shares; 2025Q4: 1,677 shares; 2026Q1: 2,570 shares 2,570 $104K <0.01% +893 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,136 shares; 2025Q1: 4,803 shares; 2025Q2: 5,385 shares; 2025Q3: 6,794 shares; 2025Q4: 5,344 shares; 2026Q1: 4,147 shares 4,147 $104K <0.01% -1,197 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,499 shares; 2025Q1: 4,418 shares; 2025Q2: 4,458 shares; 2025Q3: 4,416 shares; 2025Q4: 4,419 shares; 2026Q1: 4,982 shares 4,982 $104K <0.01% +563 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,547 shares; 2026Q1: 2,647 shares 2,647 $104K <0.01% +100 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 244 shares; 2025Q1: 339 shares; 2025Q2: 279 shares; 2025Q3: 413 shares; 2025Q4: 650 shares; 2026Q1: 1,284 shares 1,284 $104K <0.01% +634 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 1,035 shares; 2025Q3: 1,117 shares; 2025Q4: 1,235 shares; 2026Q1: 1,289 shares 1,289 $104K <0.01% +54 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 2,250 shares; 2025Q1: 2,276 shares; 2025Q2: 2,303 shares; 2025Q3: 4,133 shares; 2025Q4: 4,163 shares; 2026Q1: 4,193 shares 4,193 $104K <0.01% +30 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 8,655 shares; 2025Q1: 8,655 shares; 2025Q2: 8,655 shares; 2025Q3: 8,655 shares; 2025Q4: 8,655 shares; 2026Q1: 8,655 shares 8,655 $104K <0.01% 0 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,425 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $104K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,708 shares; 2025Q1: 1,810 shares; 2025Q2: 1,745 shares; 2025Q3: 3,243 shares; 2025Q4: 8,023 shares; 2026Q1: 7,271 shares 7,271 $104K <0.01% -752 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,285 shares; 2025Q1: 6,570 shares; 2025Q2: 6,573 shares; 2025Q3: 6,615 shares; 2025Q4: 6,614 shares; 2026Q1: 6,641 shares 6,641 $104K <0.01% +27 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,181 shares; 2025Q1: 5,181 shares; 2025Q2: 5,181 shares; 2025Q3: 3,592 shares; 2025Q4: 4,100 shares; 2026Q1: 4,219 shares 4,219 $103K <0.01% +119 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 101 shares; 2025Q1: 95 shares; 2025Q2: 1,213 shares; 2025Q3: 1,261 shares; 2025Q4: 1,122 shares; 2026Q1: 1,157 shares 1,157 $103K <0.01% +35 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 3,176 shares; 2025Q1: 3,300 shares; 2025Q2: 3,518 shares; 2025Q3: 4,135 shares; 2025Q4: 3,636 shares; 2026Q1: 4,573 shares 4,573 $103K <0.01% +937 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 8,205 shares; 2025Q1: 6,058 shares; 2025Q2: 4,259 shares; 2025Q3: 4,572 shares; 2025Q4: 3,945 shares; 2026Q1: 3,944 shares 3,944 $103K <0.01% -1 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 484 shares; 2025Q1: 494 shares; 2025Q2: 624 shares; 2025Q3: 725 shares; 2025Q4: 738 shares; 2026Q1: 646 shares 646 $102K <0.01% -92 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $102K <0.01% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,883 shares; 2025Q4: not reported; 2026Q1: 4,903 shares 4,903 $102K <0.01% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 25,745 shares; 2025Q1: 27,651 shares; 2025Q2: 27,789 shares; 2025Q3: 26,222 shares; 2025Q4: 23,718 shares; 2026Q1: 8,944 shares 8,944 $102K <0.01% -14,774 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 14 shares; 2025Q1: 24 shares; 2025Q2: 219 shares; 2025Q3: 646 shares; 2025Q4: 924 shares; 2026Q1: 1,077 shares 1,077 $102K <0.01% +153 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 18 shares; 2025Q1: 107 shares; 2025Q2: 302 shares; 2025Q3: 394 shares; 2025Q4: 416 shares; 2026Q1: 1,978 shares 1,978 $102K <0.01% +1,562 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 406 shares; 2025Q1: 388 shares; 2025Q2: 785 shares; 2025Q3: 954 shares; 2025Q4: 1,813 shares; 2026Q1: 2,212 shares 2,212 $102K <0.01% +399 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,347 shares; 2024Q4: 9,904 shares; 2025Q1: 7,957 shares; 2025Q2: 11,514 shares; 2025Q3: 12,374 shares; 2025Q4: 6,645 shares; 2026Q1: 5,145 shares 5,145 $101K <0.01% -1,500 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 1,279 shares 1,279 $101K <0.01% +429 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 2,234 shares; 2026Q1: 2,470 shares 2,470 $101K <0.01% +236 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 639 shares; 2025Q1: 274 shares; 2025Q2: 322 shares; 2025Q3: 715 shares; 2025Q4: 1,220 shares; 2026Q1: 1,454 shares 1,454 $101K <0.01% +234 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 2,868 shares; 2025Q1: 2,210 shares; 2025Q2: 1,900 shares; 2025Q3: 2,365 shares; 2025Q4: 2,547 shares; 2026Q1: 1,465 shares 1,465 $101K <0.01% -1,082 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 2,674 shares; 2026Q1: 2,679 shares 2,679 $100K <0.01% +5 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,201 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: not reported; 2026Q1: 3,308 shares 3,308 $100K <0.01% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,764 shares; 2026Q1: 3,764 shares 3,764 $99.9K <0.01% 0 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,073 shares; 2025Q3: 11,073 shares; 2025Q4: 11,073 shares; 2026Q1: 11,073 shares 11,073 $99.8K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 730 shares; 2025Q4: 1,272 shares; 2026Q1: 1,323 shares 1,323 $98.4K <0.01% +51 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 82 shares; 2025Q1: 165 shares; 2025Q2: 1,897 shares; 2025Q3: 2,498 shares; 2025Q4: 2,706 shares; 2026Q1: 2,968 shares 2,968 $98.2K <0.01% +262 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 624 shares; 2025Q1: 609 shares; 2025Q2: 519 shares; 2025Q3: 719 shares; 2025Q4: 4,992 shares; 2026Q1: 9,872 shares 9,872 $98.1K <0.01% +4,880 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,579 shares; 2025Q4: 1,557 shares; 2026Q1: 1,663 shares 1,663 $97.8K <0.01% +106 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 327 shares; 2025Q1: 351 shares; 2025Q2: 450 shares; 2025Q3: 584 shares; 2025Q4: 579 shares; 2026Q1: 703 shares 703 $97.7K <0.01% +124 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 2,182 shares; 2025Q4: 2,268 shares; 2026Q1: 4,182 shares 4,182 $97.5K <0.01% +1,914 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,966 shares; 2025Q1: 1,912 shares; 2025Q2: 1,958 shares; 2025Q3: 2,039 shares; 2025Q4: 2,043 shares; 2026Q1: 2,159 shares 2,159 $97.3K <0.01% +116 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 20 shares; 2025Q2: 18 shares; 2025Q3: 30 shares; 2025Q4: 318 shares; 2026Q1: 604 shares 604 $97.2K <0.01% +286 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 620 shares; 2025Q1: 642 shares; 2025Q2: 991 shares; 2025Q3: 1,135 shares; 2025Q4: 1,154 shares; 2026Q1: 1,201 shares 1,201 $97.2K <0.01% +47 Timeline JPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $97.2K <0.01% 0 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,073 shares 4,073 $97.1K <0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 510 shares; 2025Q1: 575 shares; 2025Q2: 611 shares; 2025Q3: 701 shares; 2025Q4: 818 shares; 2026Q1: 1,001 shares 1,001 $96.8K <0.01% +183 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 976 shares; 2025Q4: 1,277 shares; 2026Q1: 1,282 shares 1,282 $96.7K <0.01% +5 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,690 shares; 2024Q4: 20,733 shares; 2025Q1: 11,073 shares; 2025Q2: 11,096 shares; 2025Q3: 8,547 shares; 2025Q4: 8,181 shares; 2026Q1: 1,937 shares 1,937 $96.5K <0.01% -6,244 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 6,732 shares; 2025Q1: 4,127 shares; 2025Q2: 4,106 shares; 2025Q3: 4,740 shares; 2025Q4: 2,215 shares; 2026Q1: 3,661 shares 3,661 $96.3K <0.01% +1,446 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 562 shares; 2025Q1: 717 shares; 2025Q2: 718 shares; 2025Q3: 791 shares; 2025Q4: 876 shares; 2026Q1: 1,179 shares 1,179 $96.1K <0.01% +303 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 97 shares; 2025Q3: 50 shares; 2025Q4: 1,129 shares; 2026Q1: 1,696 shares 1,696 $96K <0.01% +567 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 8,935 shares; 2025Q3: 8,935 shares; 2025Q4: 11,897 shares; 2026Q1: 8,935 shares 8,935 $96K <0.01% -2,962 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 30 shares; 2025Q1: 69 shares; 2025Q2: 142 shares; 2025Q3: 225 shares; 2025Q4: 336 shares; 2026Q1: 672 shares 672 $96K <0.01% +336 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,739 shares; 2025Q1: 2,492 shares; 2025Q2: 2,640 shares; 2025Q3: 2,164 shares; 2025Q4: 2,079 shares; 2026Q1: 2,076 shares 2,076 $95.8K <0.01% -3 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 581 shares; 2025Q1: 1,676 shares; 2025Q2: 813 shares; 2025Q3: 1,740 shares; 2025Q4: 971 shares; 2026Q1: 3,218 shares 3,218 $95.7K <0.01% +2,247 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 79 shares; 2025Q1: 211 shares; 2025Q2: 1,246 shares; 2025Q3: 2,118 shares; 2025Q4: 4,699 shares; 2026Q1: 10,047 shares 10,047 $95.4K <0.01% +5,348 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares 1,119 $94.6K <0.01% 0 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 75 shares; 2025Q1: 66 shares; 2025Q2: 70 shares; 2025Q3: 553 shares; 2025Q4: 931 shares; 2026Q1: 1,726 shares 1,726 $94.6K <0.01% +795 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,778 shares; 2025Q3: 3,909 shares; 2025Q4: 6,040 shares; 2026Q1: 6,430 shares 6,430 $94.6K <0.01% +390 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 394 shares; 2025Q1: 758 shares; 2025Q2: 633 shares; 2025Q3: 890 shares; 2025Q4: 1,035 shares; 2026Q1: 2,616 shares 2,616 $94.5K <0.01% +1,581 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,152 shares; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares 1,252 $94K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 251 shares; 2025Q1: 74 shares; 2025Q2: 636 shares; 2025Q3: 318 shares; 2025Q4: 874 shares; 2026Q1: 517 shares 517 $94K <0.01% -357 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 6,150 shares; 2025Q1: 5,499 shares; 2025Q2: 6,235 shares; 2025Q3: 5,501 shares; 2025Q4: 5,499 shares; 2026Q1: 5,488 shares 5,488 $94K <0.01% -11 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 5,892 shares; 2026Q1: 4,592 shares 4,592 $94K <0.01% -1,300 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 2,545 shares; 2025Q1: 2,545 shares; 2025Q2: 2,545 shares; 2025Q3: 2,545 shares; 2025Q4: 1,670 shares; 2026Q1: 2,006 shares 2,006 $93.9K <0.01% +336 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 210 shares; 2025Q1: 278 shares; 2025Q2: 2,850 shares; 2025Q3: 2,897 shares; 2025Q4: 2,889 shares; 2026Q1: 2,955 shares 2,955 $93.7K <0.01% +66 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 220 shares; 2025Q1: 8 shares; 2025Q2: 26,846 shares; 2025Q3: 1,170 shares; 2025Q4: 2,333 shares; 2026Q1: 2,247 shares 2,247 $93.6K <0.01% -86 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 532 shares; 2026Q1: 2,517 shares 2,517 $93.6K <0.01% +1,985 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 14,796 shares; 2025Q2: 31,255 shares; 2025Q3: 47,521 shares; 2025Q4: 22,277 shares; 2026Q1: 20,026 shares 20,026 $93.5K <0.01% -2,251 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 627 shares; 2025Q1: 929 shares; 2025Q2: 674 shares; 2025Q3: 819 shares; 2025Q4: 1,278 shares; 2026Q1: 1,580 shares 1,580 $93.5K <0.01% +302 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 3,637 shares; 2025Q3: 3,637 shares; 2025Q4: 3,537 shares; 2026Q1: 3,537 shares 3,537 $93.2K <0.01% 0 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $93.2K <0.01% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 2,737 shares; 2025Q3: 2,763 shares; 2025Q4: 2,783 shares; 2026Q1: 2,956 shares 2,956 $93.1K <0.01% +173 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,328 shares; 2025Q3: 4,328 shares; 2025Q4: 4,328 shares; 2026Q1: 4,328 shares 4,328 $93.1K <0.01% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 3,647 shares 3,647 $92.9K <0.01% +3,617 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,856 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 2,481 shares; 2025Q3: 2,475 shares; 2025Q4: 2,470 shares; 2026Q1: 2,492 shares 2,492 $92.8K <0.01% +22 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 188 shares; 2025Q1: 247 shares; 2025Q2: 2,438 shares; 2025Q3: 319 shares; 2025Q4: 393 shares; 2026Q1: 651 shares 651 $92.7K <0.01% +258 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 14,466 shares; 2025Q1: 14,498 shares; 2025Q2: 14,594 shares; 2025Q3: 15,030 shares; 2025Q4: 2,567 shares; 2026Q1: 2,664 shares 2,664 $92.7K <0.01% +97 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 4,900 shares; 2025Q3: 5,090 shares; 2025Q4: 4,490 shares; 2026Q1: 4,490 shares 4,490 $92.4K <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 661 shares; 2025Q1: 600 shares; 2025Q2: 717 shares; 2025Q3: 719 shares; 2025Q4: 727 shares; 2026Q1: 720 shares 720 $92.4K <0.01% -7 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,699 shares; 2025Q1: 1,742 shares; 2025Q2: 1,810 shares; 2025Q3: 2,503 shares; 2025Q4: 2,735 shares; 2026Q1: 2,786 shares 2,786 $92.3K <0.01% +51 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 2,796 shares; 2025Q1: 1,994 shares; 2025Q2: 3,613 shares; 2025Q3: 3,274 shares; 2025Q4: 3,907 shares; 2026Q1: 3,855 shares 3,855 $92.1K <0.01% -52 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 331 shares; 2025Q1: 323 shares; 2025Q2: 315 shares; 2025Q3: 460 shares; 2025Q4: 319 shares; 2026Q1: 367 shares 367 $91.9K <0.01% +48 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 1,077 shares; 2025Q1: 2,549 shares; 2025Q2: 2,419 shares; 2025Q3: 2,411 shares; 2025Q4: 2,405 shares; 2026Q1: 2,502 shares 2,502 $91.9K <0.01% +97 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 524 shares; 2025Q1: 629 shares; 2025Q2: 891 shares; 2025Q3: 1,098 shares; 2025Q4: 750 shares; 2026Q1: 1,216 shares 1,216 $91.7K <0.01% +466 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 2,560 shares; 2025Q3: 745 shares; 2025Q4: 1,017 shares; 2026Q1: 1,460 shares 1,460 $91.5K <0.01% +443 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 1,025 shares; 2025Q1: 1,011 shares; 2025Q2: 2,192 shares; 2025Q3: 6,872 shares; 2025Q4: 6,824 shares; 2026Q1: 7,222 shares 7,222 $91.4K <0.01% +398 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 12 shares; 2025Q1: 660 shares; 2025Q2: 741 shares; 2025Q3: 882 shares; 2025Q4: 1,139 shares; 2026Q1: 1,303 shares 1,303 $91.4K <0.01% +164 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 987 shares; 2025Q1: 1,135 shares; 2025Q2: 5,972 shares; 2025Q3: 6,652 shares; 2025Q4: 5,713 shares; 2026Q1: 6,167 shares 6,167 $91.1K <0.01% +454 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 790 shares; 2025Q1: 599 shares; 2025Q2: 484 shares; 2025Q3: 637 shares; 2025Q4: 636 shares; 2026Q1: 777 shares 777 $91.1K <0.01% +141 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 148 shares; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 1,360 shares; 2025Q4: 2,074 shares; 2026Q1: 3,705 shares 3,705 $91.1K <0.01% +1,631 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,364 shares; 2025Q1: 1,642 shares; 2025Q2: 2,657 shares; 2025Q3: 4,021 shares; 2025Q4: 4,093 shares; 2026Q1: 3,550 shares 3,550 $91K <0.01% -543 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,032 shares; 2025Q1: 6,913 shares; 2025Q2: 3,470 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares 3,081 $90.7K <0.01% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,114 shares 3,114 $90.5K <0.01% new 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; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 3,421 shares; 2025Q1: 3,421 shares; 2025Q2: 5,370 shares; 2025Q3: 5,410 shares; 2025Q4: 4,181 shares; 2026Q1: 3,497 shares 3,497 $90.5K <0.01% -684 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 176 shares; 2025Q1: 221 shares; 2025Q2: 298 shares; 2025Q3: 382 shares; 2025Q4: 396 shares; 2026Q1: 552 shares 552 $90.5K <0.01% +156 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 98 shares; 2025Q1: 219 shares; 2025Q2: 307 shares; 2025Q3: 338 shares; 2025Q4: 1,642 shares; 2026Q1: 1,548 shares 1,548 $90.5K <0.01% -94 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,900 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares 1,940 $90.4K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 183 shares; 2025Q1: 197 shares; 2025Q2: 216 shares; 2025Q3: 247 shares; 2025Q4: 463 shares; 2026Q1: 572 shares 572 $90.3K <0.01% +109 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,261 shares; 2025Q1: 1,170 shares; 2025Q2: 1,539 shares; 2025Q3: 1,543 shares; 2025Q4: 1,432 shares; 2026Q1: 1,433 shares 1,433 $90.2K <0.01% +1 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 956 shares; 2025Q1: 1,045 shares; 2025Q2: 1,585 shares; 2025Q3: 1,765 shares; 2025Q4: 2,020 shares; 2026Q1: 2,244 shares 2,244 $90.1K <0.01% +224 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,546 shares; 2025Q1: 1,451 shares; 2025Q2: 2,231 shares; 2025Q3: 5,014 shares; 2025Q4: 4,394 shares; 2026Q1: 3,605 shares 3,605 $89.7K <0.01% -789 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,672 shares; 2025Q1: 2,006 shares; 2025Q2: 3,140 shares; 2025Q3: 3,188 shares; 2025Q4: 3,146 shares; 2026Q1: 4,314 shares 4,314 $89.6K <0.01% +1,168 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 344 shares; 2025Q1: 563 shares; 2025Q2: 799 shares; 2025Q3: 1,223 shares; 2025Q4: 898 shares; 2026Q1: 1,953 shares 1,953 $89.5K <0.01% +1,055 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 1,821 shares; 2025Q2: 2,232 shares; 2025Q3: 2,477 shares; 2025Q4: 2,994 shares; 2026Q1: 4,764 shares 4,764 $89.4K <0.01% +1,770 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,249 shares; 2025Q1: 1,309 shares; 2025Q2: 1,433 shares; 2025Q3: 1,365 shares; 2025Q4: 1,492 shares; 2026Q1: 1,527 shares 1,527 $89.3K <0.01% +35 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 4,118 shares; 2025Q1: 4,396 shares; 2025Q2: 4,217 shares; 2025Q3: 4,723 shares; 2025Q4: 4,675 shares; 2026Q1: 4,782 shares 4,782 $89.1K <0.01% +107 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 134 shares; 2025Q1: 140 shares; 2025Q2: 177 shares; 2025Q3: 241 shares; 2025Q4: 262 shares; 2026Q1: 271 shares 271 $89K <0.01% +9 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 415 shares; 2025Q1: 465 shares; 2025Q2: 919 shares; 2025Q3: 1,006 shares; 2025Q4: 1,447 shares; 2026Q1: 4,140 shares 4,140 $88.8K <0.01% +2,693 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 403 shares; 2025Q1: 405 shares; 2025Q2: 390 shares; 2025Q3: 408 shares; 2025Q4: 477 shares; 2026Q1: 641 shares 641 $88.7K <0.01% +164 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,390 shares; 2025Q1: 2,433 shares; 2025Q2: 3,484 shares; 2025Q3: 3,533 shares; 2025Q4: 3,587 shares; 2026Q1: 3,648 shares 3,648 $88.6K <0.01% +61 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 8,500 shares 8,500 $88.2K <0.01% +2,500 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 115 shares; 2025Q1: 154 shares; 2025Q2: 706 shares; 2025Q3: 844 shares; 2025Q4: 893 shares; 2026Q1: 954 shares 954 $88.1K <0.01% +61 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,373 shares; 2025Q1: 2,172 shares; 2025Q2: 1,373 shares; 2025Q3: 2,423 shares; 2025Q4: 2,702 shares; 2026Q1: 2,640 shares 2,640 $88.1K <0.01% -62 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 28 shares; 2025Q1: 92 shares; 2025Q2: 289 shares; 2025Q3: 86 shares; 2025Q4: 493 shares; 2026Q1: 1,909 shares 1,909 $88K <0.01% +1,416 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 184 shares; 2025Q1: 159 shares; 2025Q2: 108 shares; 2025Q3: 339 shares; 2025Q4: 332 shares; 2026Q1: 275 shares 275 $87.8K <0.01% -57 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 758 shares; 2025Q3: 455 shares; 2025Q4: 940 shares; 2026Q1: 2,677 shares 2,677 $87.7K <0.01% +1,737 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,468 shares; 2025Q1: 1,691 shares; 2025Q2: 6,483 shares; 2025Q3: 7,121 shares; 2025Q4: 7,551 shares; 2026Q1: 13,210 shares 13,210 $87.6K <0.01% +5,659 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 637 shares; 2025Q1: 869 shares; 2025Q2: 734 shares; 2025Q3: 715 shares; 2025Q4: 694 shares; 2026Q1: 3,538 shares 3,538 $87.5K <0.01% +2,844 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,161 shares; 2026Q1: 11,232 shares 11,232 $87.5K <0.01% +71 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 110 shares; 2025Q1: 117 shares; 2025Q2: 155 shares; 2025Q3: 268 shares; 2025Q4: 732 shares; 2026Q1: 516 shares 516 $87.2K <0.01% -216 Timeline PWS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 5,307 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,724 shares; 2026Q1: 2,724 shares 2,724 $87.2K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 8,617 shares; 2025Q1: 7,967 shares; 2025Q2: 7,967 shares; 2025Q3: 7,967 shares; 2025Q4: 7,967 shares; 2026Q1: 6,317 shares 6,317 $87.1K <0.01% -1,650 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 194 shares; 2025Q3: 239 shares; 2025Q4: 312 shares; 2026Q1: 500 shares 500 $86.8K <0.01% +188 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 637 shares; 2025Q1: 621 shares; 2025Q2: 14,463 shares; 2025Q3: 14,476 shares; 2025Q4: 11,910 shares; 2026Q1: 11,910 shares 11,910 $86.7K <0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,119 shares; 2025Q1: 1,119 shares; 2025Q2: 1,320 shares; 2025Q3: 1,328 shares; 2025Q4: 1,334 shares; 2026Q1: 1,338 shares 1,338 $86.7K <0.01% +4 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 162 shares; 2025Q1: 195 shares; 2025Q2: 747 shares; 2025Q3: 375 shares; 2025Q4: 706 shares; 2026Q1: 1,035 shares 1,035 $86.5K <0.01% +329 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 116 shares; 2025Q2: 1,168 shares; 2025Q3: 1,346 shares; 2025Q4: 1,546 shares; 2026Q1: 2,719 shares 2,719 $86.2K <0.01% +1,173 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 2,115 shares; 2025Q1: 2,141 shares; 2025Q2: 2,124 shares; 2025Q3: 2,206 shares; 2025Q4: 2,555 shares; 2026Q1: 3,354 shares 3,354 $86.2K <0.01% +799 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 127 shares; 2025Q1: 331 shares; 2025Q2: 389 shares; 2025Q3: 369 shares; 2025Q4: 914 shares; 2026Q1: 1,255 shares 1,255 $85.7K <0.01% +341 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 9,900 shares; 2025Q3: 16,400 shares; 2025Q4: 18,900 shares; 2026Q1: 26,600 shares 26,600 $85.7K <0.01% +7,700 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 163 shares; 2025Q1: 133 shares; 2025Q2: 149 shares; 2025Q3: 203 shares; 2025Q4: 265 shares; 2026Q1: 879 shares 879 $85.6K <0.01% +614 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 1,177 shares; 2025Q3: 2,239 shares; 2025Q4: 2,239 shares; 2026Q1: 2,239 shares 2,239 $85.6K <0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,535 shares; 2024Q4: 6,542 shares; 2025Q1: 6,599 shares; 2025Q2: 8,250 shares; 2025Q3: 8,271 shares; 2025Q4: 7,301 shares; 2026Q1: 7,490 shares 7,490 $85.5K <0.01% +189 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 1 shares; 2025Q4: 13 shares; 2026Q1: 2,250 shares 2,250 $85.5K <0.01% +2,237 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,323 shares 1,323 $85.5K <0.01% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 239 shares; 2025Q2: 248 shares; 2025Q3: 242 shares; 2025Q4: 260 shares; 2026Q1: 723 shares 723 $85.4K <0.01% +463 Timeline VNDA VANDA PHARMACEUTICALS INC More: the full row for VANDA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 545 shares; 2026Q1: 12,301 shares 12,301 $85K <0.01% +11,756 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 415 shares; 2025Q1: 500 shares; 2025Q2: 6,697 shares; 2025Q3: 6,776 shares; 2025Q4: 7,275 shares; 2026Q1: 7,150 shares 7,150 $84.7K <0.01% -125 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 414 shares; 2025Q1: 356 shares; 2025Q2: 220 shares; 2025Q3: 345 shares; 2025Q4: 577 shares; 2026Q1: 1,023 shares 1,023 $84.7K <0.01% +446 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,125 shares 3,125 $84.7K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 68 shares; 2025Q1: 34 shares; 2025Q2: 11 shares; 2025Q3: 18 shares; 2025Q4: 23 shares; 2026Q1: 448 shares 448 $84.7K <0.01% +425 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 884 shares; 2025Q1: 1,609 shares; 2025Q2: 8,809 shares; 2025Q3: 4,411 shares; 2025Q4: 4,737 shares; 2026Q1: 6,006 shares 6,006 $84.6K <0.01% +1,269 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,253 shares; 2026Q1: 1,253 shares 1,253 $84.6K <0.01% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,528 shares; 2026Q1: 1,274 shares 1,274 $84.3K <0.01% -254 Timeline ESEA EUROSEAS LTD More: the full row for EUROSEAS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,260 shares 1,260 $84.2K <0.01% +260 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 746 shares; 2025Q1: 559 shares; 2025Q2: 3,045 shares; 2025Q3: 3,226 shares; 2025Q4: 16,385 shares; 2026Q1: 24,553 shares 24,553 $84.2K <0.01% +8,168 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 203 shares; 2025Q2: 560 shares; 2025Q3: 1,221 shares; 2025Q4: 1,269 shares; 2026Q1: 1,212 shares 1,212 $84.2K <0.01% -57 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 3,606 shares; 2025Q1: 3,340 shares; 2025Q2: 3,390 shares; 2025Q3: 2,963 shares; 2025Q4: 1,873 shares; 2026Q1: 1,934 shares 1,934 $83.9K <0.01% +61 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 859 shares; 2025Q1: 1,472 shares; 2025Q2: 1,327 shares; 2025Q3: 1,510 shares; 2025Q4: 1,540 shares; 2026Q1: 1,426 shares 1,426 $83.9K <0.01% -114 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,180 shares; 2025Q1: 1,425 shares; 2025Q2: 1,696 shares; 2025Q3: 1,739 shares; 2025Q4: 1,917 shares; 2026Q1: 2,459 shares 2,459 $83.7K <0.01% +542 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 144 shares; 2025Q1: 72 shares; 2025Q2: 491 shares; 2025Q3: 1,222 shares; 2025Q4: 1,257 shares; 2026Q1: 1,437 shares 1,437 $83.5K <0.01% +180 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 276 shares; 2025Q1: 563 shares; 2025Q2: 8,719 shares; 2025Q3: 40,952 shares; 2025Q4: 37,087 shares; 2026Q1: 3,583 shares 3,583 $83.5K <0.01% -33,504 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 57 shares; 2025Q1: 86 shares; 2025Q2: 109 shares; 2025Q3: 304 shares; 2025Q4: 375 shares; 2026Q1: 970 shares 970 $83.5K <0.01% +595 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,181 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $83.4K <0.01% 0 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares 6,100 $83.3K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,138 shares; 2025Q1: 2,209 shares; 2025Q2: 2,257 shares; 2025Q3: 2,642 shares; 2025Q4: 3,034 shares; 2026Q1: 3,425 shares 3,425 $83.3K <0.01% +391 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,550 shares; 2025Q1: 3,020 shares; 2025Q2: 2,809 shares; 2025Q3: 3,088 shares; 2025Q4: 2,748 shares; 2026Q1: 2,830 shares 2,830 $83K <0.01% +82 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 2,124 shares; 2025Q1: 1,381 shares; 2025Q2: 6,448 shares; 2025Q3: 14,919 shares; 2025Q4: 7,295 shares; 2026Q1: 11,926 shares 11,926 $82.9K <0.01% +4,631 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 26 shares; 2025Q3: 547 shares; 2025Q4: not reported; 2026Q1: 536 shares 536 $82.8K <0.01% new Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 810 shares; 2025Q1: 559 shares; 2025Q2: 702 shares; 2025Q3: 752 shares; 2025Q4: 785 shares; 2026Q1: 880 shares 880 $82.8K <0.01% +95 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 287 shares; 2025Q1: 275 shares; 2025Q2: 278 shares; 2025Q3: 538 shares; 2025Q4: 580 shares; 2026Q1: 2,297 shares 2,297 $82.8K <0.01% +1,717 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 2,078 shares; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares 2,078 $82.7K <0.01% 0 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 210 shares; 2025Q1: 287 shares; 2025Q2: 340 shares; 2025Q3: 454 shares; 2025Q4: 434 shares; 2026Q1: 1,059 shares 1,059 $82.7K <0.01% +625 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,860 shares; 2025Q1: 1,717 shares; 2025Q2: 1,573 shares; 2025Q3: 1,417 shares; 2025Q4: 1,244 shares; 2026Q1: 1,393 shares 1,393 $82.6K <0.01% +149 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 808 shares; 2025Q1: 542 shares; 2025Q2: 1,621 shares; 2025Q3: 1,869 shares; 2025Q4: 2,578 shares; 2026Q1: 4,388 shares 4,388 $82.5K <0.01% +1,810 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 1,701 shares; 2025Q1: 1,704 shares; 2025Q2: 1,708 shares; 2025Q3: 1,711 shares; 2025Q4: 1,712 shares; 2026Q1: 1,265 shares 1,265 $82.4K <0.01% -447 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 1,256 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 1,902 shares; 2025Q4: 1,205 shares; 2026Q1: 1,408 shares 1,408 $82.3K <0.01% +203 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 50 shares; 2025Q3: 102 shares; 2025Q4: 115 shares; 2026Q1: 113 shares 113 $82.3K <0.01% -2 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 196 shares; 2025Q1: 287 shares; 2025Q2: 786 shares; 2025Q3: 1,373 shares; 2025Q4: 1,546 shares; 2026Q1: 2,294 shares 2,294 $82.1K <0.01% +748 Timeline UYM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $81.8K <0.01% 0 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 56 shares; 2025Q2: 1,096 shares; 2025Q3: 2,083 shares; 2025Q4: 2,328 shares; 2026Q1: 2,569 shares 2,569 $81.7K <0.01% +241 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 28,034 shares; 2025Q1: 32,976 shares; 2025Q2: 32,976 shares; 2025Q3: 33,156 shares; 2025Q4: 22,011 shares; 2026Q1: 4,209 shares 4,209 $81.6K <0.01% -17,802 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,380 shares; 2025Q1: 565 shares; 2025Q2: 1,037 shares; 2025Q3: 929 shares; 2025Q4: 1,012 shares; 2026Q1: 1,241 shares 1,241 $81.6K <0.01% +229 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 1,617 shares; 2025Q3: 1,193 shares; 2025Q4: 2,543 shares; 2026Q1: 3,193 shares 3,193 $81.6K <0.01% +650 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 1,990 shares; 2025Q4: 2,214 shares; 2026Q1: 3,903 shares 3,903 $81.6K <0.01% +1,689 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 61 shares; 2025Q1: 122 shares; 2025Q2: 147 shares; 2025Q3: 150 shares; 2025Q4: 179 shares; 2026Q1: 391 shares 391 $81.4K <0.01% +212 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,082 shares; 2024Q4: 6,082 shares; 2025Q1: 6,407 shares; 2025Q2: 6,514 shares; 2025Q3: 6,710 shares; 2025Q4: 7,661 shares; 2026Q1: 9,544 shares 9,544 $81.2K <0.01% +1,883 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 221 shares; 2025Q1: 274 shares; 2025Q2: 611 shares; 2025Q3: 583 shares; 2025Q4: 467 shares; 2026Q1: 625 shares 625 $81.2K <0.01% +158 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 7,250 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $81.1K <0.01% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 187 shares; 2025Q2: 342 shares; 2025Q3: 211 shares; 2025Q4: 377 shares; 2026Q1: 701 shares 701 $80.8K <0.01% +324 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,001 shares; 2024Q4: 6,001 shares; 2025Q1: 6,001 shares; 2025Q2: 6,001 shares; 2025Q3: 6,051 shares; 2025Q4: 6,551 shares; 2026Q1: 6,551 shares 6,551 $80.6K <0.01% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 26 shares; 2025Q1: 35 shares; 2025Q2: 41 shares; 2025Q3: 53 shares; 2025Q4: 59 shares; 2026Q1: 76 shares 76 $80.4K <0.01% +17 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 338 shares; 2025Q1: 560 shares; 2025Q2: 345 shares; 2025Q3: 501 shares; 2025Q4: 581 shares; 2026Q1: 866 shares 866 $80.3K <0.01% +285 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 573 shares; 2026Q1: 1,709 shares 1,709 $80.3K <0.01% +1,136 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 65 shares; 2025Q1: 105 shares; 2025Q2: 195 shares; 2025Q3: 265 shares; 2025Q4: 228 shares; 2026Q1: 429 shares 429 $80.3K <0.01% +201 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 370 shares; 2025Q1: 536 shares; 2025Q2: 493 shares; 2025Q3: 1,298 shares; 2025Q4: 1,355 shares; 2026Q1: 1,340 shares 1,340 $80.2K <0.01% -15 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $80.1K <0.01% 0 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 154 shares; 2025Q1: 153 shares; 2025Q2: 164 shares; 2025Q3: 342 shares; 2025Q4: 447 shares; 2026Q1: 3,794 shares 3,794 $80K <0.01% +3,347 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 822 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681 $79.8K <0.01% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 677 shares; 2025Q1: 1,339 shares; 2025Q2: 1,307 shares; 2025Q3: 1,200 shares; 2025Q4: 672 shares; 2026Q1: 3,019 shares 3,019 $79.8K <0.01% +2,347 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,102 shares; 2025Q1: 8,084 shares; 2025Q2: 8,084 shares; 2025Q3: 6,649 shares; 2025Q4: 8,114 shares; 2026Q1: 4,015 shares 4,015 $79.7K <0.01% -4,099 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 2,305 shares; 2026Q1: 2,096 shares 2,096 $79.7K <0.01% -209 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 546 shares; 2025Q3: 2,192 shares; 2025Q4: 2,224 shares; 2026Q1: 2,286 shares 2,286 $79.7K <0.01% +62 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 47 shares; 2025Q1: 68 shares; 2025Q2: 416 shares; 2025Q3: 542 shares; 2025Q4: 549 shares; 2026Q1: 1,375 shares 1,375 $79.5K <0.01% +826 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 3,558 shares; 2025Q1: 3,841 shares; 2025Q2: 3,795 shares; 2025Q3: 4,314 shares; 2025Q4: 2,904 shares; 2026Q1: 3,934 shares 3,934 $79.5K <0.01% +1,030 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,852 shares; 2025Q1: 3,870 shares; 2025Q2: 4,041 shares; 2025Q3: 4,183 shares; 2025Q4: 3,146 shares; 2026Q1: 3,103 shares 3,103 $79.5K <0.01% -43 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,128 shares 3,128 $79.4K <0.01% new Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares; 2026Q1: 2,963 shares 2,963 $79.2K <0.01% 0 Timeline ZURA ZURA BIO LTD More: the full row for ZURA BIO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,750 shares; 2026Q1: 13,316 shares 13,316 $79.2K <0.01% +7,566 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 664 shares; 2025Q1: 535 shares; 2025Q2: 1,085 shares; 2025Q3: 900 shares; 2025Q4: 753 shares; 2026Q1: 1,468 shares 1,468 $79.2K <0.01% +715 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,821 shares; 2025Q1: 1,440 shares; 2025Q2: 1,268 shares; 2025Q3: 1,388 shares; 2025Q4: 2,465 shares; 2026Q1: 2,195 shares 2,195 $79.2K <0.01% -270 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,270 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,270 shares 1,270 $79.1K <0.01% -425 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,392 shares; 2025Q1: 2,268 shares; 2025Q2: 2,228 shares; 2025Q3: 2,481 shares; 2025Q4: 2,661 shares; 2026Q1: 2,145 shares 2,145 $79K <0.01% -516 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 574 shares; 2026Q1: 1,560 shares 1,560 $78.7K <0.01% +986 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,169 shares; 2025Q1: 661,055 shares; 2025Q2: 2,553 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares 2,169 $78.6K <0.01% 0 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 2,760 shares 2,760 $78.6K <0.01% +2,360 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,822 shares; 2025Q1: 1,819 shares; 2025Q2: 1,798 shares; 2025Q3: 1,478 shares; 2025Q4: 1,820 shares; 2026Q1: 2,323 shares 2,323 $78.5K <0.01% +503 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 2,941 shares; 2025Q1: 2,417 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares 2,163 $78.2K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 194 shares; 2025Q1: 164 shares; 2025Q2: 156 shares; 2025Q3: 915 shares; 2025Q4: 842 shares; 2026Q1: 777 shares 777 $78.2K <0.01% -65 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 374 shares; 2025Q1: 1,120 shares; 2025Q2: 2,288 shares; 2025Q3: 3,025 shares; 2025Q4: 3,459 shares; 2026Q1: 2,946 shares 2,946 $78.2K <0.01% -513 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 425 shares; 2025Q1: 482 shares; 2025Q2: 457 shares; 2025Q3: 499 shares; 2025Q4: 628 shares; 2026Q1: 845 shares 845 $78K <0.01% +217 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,182 shares; 2024Q4: 8,551 shares; 2025Q1: 9,253 shares; 2025Q2: 9,686 shares; 2025Q3: 9,894 shares; 2025Q4: 11,192 shares; 2026Q1: 10,723 shares 10,723 $77.8K <0.01% -469 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 1,925 shares; 2025Q1: 1,652 shares; 2025Q2: 1,394 shares; 2025Q3: 1,353 shares; 2025Q4: 1,924 shares; 2026Q1: 1,831 shares 1,831 $77.8K <0.01% -93 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,092 shares; 2026Q1: 1,626 shares 1,626 $77.8K <0.01% -2,466 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 2,071 shares; 2025Q1: 1,756 shares; 2025Q2: 2,007 shares; 2025Q3: 1,473 shares; 2025Q4: 2,061 shares; 2026Q1: 2,936 shares 2,936 $77.6K <0.01% +875 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 13 shares; 2025Q1: 126 shares; 2025Q2: 276 shares; 2025Q3: 1,825 shares; 2025Q4: 2,628 shares; 2026Q1: 2,053 shares 2,053 $77.5K <0.01% -575 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares 1,658 $77.5K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 943 shares; 2025Q1: 972 shares; 2025Q2: 1,032 shares; 2025Q3: 1,339 shares; 2025Q4: 1,293 shares; 2026Q1: 1,491 shares 1,491 $77.4K <0.01% +198 Timeline