OEF 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 loaded; 2024Q4: 372 shares; 2025Q1: 1,535 shares; 2025Q2: 1,629 shares; 2025Q3: 106 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $34.7K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 2,910 shares; 2025Q4: 1,814 shares; 2026Q1: 1,455 shares 1,455 $34.6K 0.02% -359 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,001 shares; 2026Q1: 2,001 shares 2,001 $34.5K 0.02% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 344 shares 344 $34.4K 0.02% +244 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $34.1K 0.02% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,386 shares; 2025Q1: 4,410 shares; 2025Q2: not reported; 2025Q3: 6,220 shares; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares 3,910 $33.7K 0.02% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $33.6K 0.02% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 51 shares; 2025Q2: 242 shares; 2025Q3: 386 shares; 2025Q4: 196 shares; 2026Q1: 767 shares 767 $33.6K 0.02% +571 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 898 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $33.5K 0.02% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170 shares; 2025Q1: 1,170 shares; 2025Q2: 70 shares; 2025Q3: 410 shares; 2025Q4: 1,054 shares; 2026Q1: 1,154 shares 1,154 $33.3K 0.02% +100 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 52 shares; 2025Q3: 104 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $33K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 226 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $33K 0.02% 0 Timeline DSI 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 loaded; 2024Q4: 475 shares; 2025Q1: 521 shares; 2025Q2: 467 shares; 2025Q3: 597 shares; 2025Q4: 300 shares; 2026Q1: 271 shares 271 $32.9K 0.02% -29 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 996 shares 996 $32.8K 0.02% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 570 shares; 2025Q4: 286 shares; 2026Q1: 287 shares 287 $32.8K 0.02% +1 Timeline SDVY 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 loaded; 2024Q4: 277 shares; 2025Q1: 1,498 shares; 2025Q2: 1,722 shares; 2025Q3: 298 shares; 2025Q4: 388 shares; 2026Q1: 820 shares 820 $32.3K 0.02% +432 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,021 shares; 2025Q1: 1,771 shares; 2025Q2: 231 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $32.1K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 116 shares; 2025Q2: 100 shares; 2025Q3: 202 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $31.7K 0.02% 0 Timeline IWR 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 loaded; 2024Q4: 2,729 shares; 2025Q1: 2,221 shares; 2025Q2: 1,363 shares; 2025Q3: 650 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $31.6K 0.02% 0 Timeline SCIO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares; 2026Q1: 1,531 shares 1,531 $31.6K 0.02% +1,015 Timeline IWY 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 loaded; 2024Q4: 2,317 shares; 2025Q1: 2,319 shares; 2025Q2: 1,305 shares; 2025Q3: 2,504 shares; 2025Q4: 1,257 shares; 2026Q1: 127 shares 127 $31.6K 0.02% -1,130 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 334 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 674 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $31.5K 0.02% 0 Timeline PAPR 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 loaded; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 1,574 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787 $31.3K 0.02% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $31.1K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,390 shares; 2026Q1: 1,398 shares 1,398 $31.1K 0.02% +8 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,715 shares; 2025Q1: 4,757 shares; 2025Q2: 1,349 shares; 2025Q3: 610 shares; 2025Q4: 605 shares; 2026Q1: 607 shares 607 $30.8K 0.02% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,068 shares; 2025Q1: 3,116 shares; 2025Q2: 2,616 shares; 2025Q3: 2,136 shares; 2025Q4: 1,368 shares; 2026Q1: 450 shares 450 $30.7K 0.02% -918 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,350 shares; 2025Q1: 8,243 shares; 2025Q2: 9,158 shares; 2025Q3: 640 shares; 2025Q4: 608 shares; 2026Q1: 608 shares 608 $30.4K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 836 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $30.3K 0.02% 0 Timeline CGMU 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115 $30.3K 0.02% 0 Timeline ROBT 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 loaded; 2024Q4: 582 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 1,306 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $30.1K 0.02% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 286 shares; 2025Q1: 2,286 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $30.1K 0.02% 0 Timeline SDIV 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 loaded; 2024Q4: 3,404 shares; 2025Q1: 2,805 shares; 2025Q2: not reported; 2025Q3: 2,380 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares 1,190 $30.1K 0.02% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,651 shares; 2025Q1: 2,756 shares; 2025Q2: 2,756 shares; 2025Q3: 5,302 shares; 2025Q4: 2,651 shares; 2026Q1: 2,651 shares 2,651 $29.9K 0.02% 0 Timeline BUFG 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 loaded; 2024Q4: 1,722 shares; 2025Q1: 2,795 shares; 2025Q2: not reported; 2025Q3: 2,224 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares 1,112 $29.9K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 178 shares; 2025Q3: 412 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $29.8K 0.02% 0 Timeline SPMD 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 loaded; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 496 shares; 2026Q1: 496 shares 496 $29.4K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 162 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $28.6K 0.01% 0 Timeline BND 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: not loaded; 2024Q4: 369 shares; 2025Q1: 222 shares; 2025Q2: 1,137 shares; 2025Q3: 642 shares; 2025Q4: 312 shares; 2026Q1: 384 shares 384 $28.3K 0.01% +72 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 608 shares; 2025Q4: 306 shares; 2026Q1: 304 shares 304 $28.1K 0.01% -2 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 143 shares; 2025Q2: 43 shares; 2025Q3: 274 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $28.1K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 846 shares; 2026Q1: 846 shares 846 $28.1K 0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 2,244 shares; 2025Q4: 1,213 shares; 2026Q1: 675 shares 675 $28.1K 0.01% -538 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: not loaded; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 753 shares; 2025Q3: not reported; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $28K 0.01% 0 Timeline GOVT 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 loaded; 2024Q4: 1,273 shares; 2025Q1: 1,818 shares; 2025Q2: 1,527 shares; 2025Q3: 1,646 shares; 2025Q4: 1,211 shares; 2026Q1: 1,213 shares 1,213 $27.8K 0.01% +2 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $27.4K 0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $27.3K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63 shares; 2025Q1: 363 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 465 shares; 2026Q1: 365 shares 365 $27.2K 0.01% -100 Timeline ESGU 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 loaded; 2024Q4: 179 shares; 2025Q1: 248 shares; 2025Q2: 335 shares; 2025Q3: 543 shares; 2025Q4: 272 shares; 2026Q1: 192 shares 192 $27.1K 0.01% -80 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 480 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $27K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 318 shares; 2025Q1: 168 shares; 2025Q2: 158 shares; 2025Q3: 284 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149 $26.9K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,194 shares; 2025Q1: 3,257 shares; 2025Q2: 657 shares; 2025Q3: 314 shares; 2025Q4: 657 shares; 2026Q1: 657 shares 657 $26.8K 0.01% 0 Timeline EMB 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 loaded; 2024Q4: 844 shares; 2025Q1: 694 shares; 2025Q2: 646 shares; 2025Q3: 266 shares; 2025Q4: 369 shares; 2026Q1: 281 shares 281 $26.4K 0.01% -88 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 644 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $26.4K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 891 shares; 2025Q1: 5,091 shares; 2025Q2: 1,791 shares; 2025Q3: 702 shares; 2025Q4: 791 shares; 2026Q1: 792 shares 792 $26.3K 0.01% +1 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $26.3K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 718 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $26.1K 0.01% 0 Timeline SHM 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 loaded; 2024Q4: 569 shares; 2025Q1: 571 shares; 2025Q2: 535 shares; 2025Q3: 884 shares; 2025Q4: 442 shares; 2026Q1: 537 shares 537 $25.7K 0.01% +95 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,486 shares; 2025Q1: 13,086 shares; 2025Q2: not reported; 2025Q3: 19,100 shares; 2025Q4: 9,830 shares; 2026Q1: 9,830 shares 9,830 $25.7K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 20 shares; 2025Q2: 16 shares; 2025Q3: 46 shares; 2025Q4: 65 shares; 2026Q1: 245 shares 245 $25.6K 0.01% +180 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,566 shares; 2026Q1: 1,545 shares 1,545 $25.4K 0.01% -4,021 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,798 shares 2,798 $25.3K 0.01% new 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: not loaded; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 582 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $25.2K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,300 shares; 2025Q1: 800 shares; 2025Q2: 540 shares; 2025Q3: 2,126 shares; 2025Q4: 1,063 shares; 2026Q1: 363 shares 363 $25.2K 0.01% -700 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $24.8K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 2,920 shares; 2025Q4: 1,859 shares; 2026Q1: 1,097 shares 1,097 $24.7K 0.01% -762 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 2,376 shares; 2025Q4: 1,701 shares; 2026Q1: 398 shares 398 $24.6K 0.01% -1,303 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,150 shares; 2025Q1: 47,050 shares; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $24.5K 0.01% 0 Timeline DOGG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,117 shares 1,117 $24.2K 0.01% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 269 shares; 2025Q3: 538 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $24.2K 0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 508 shares; 2026Q1: 514 shares 514 $24.2K 0.01% +6 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 230 shares; 2025Q4: 115 shares; 2026Q1: 116 shares 116 $24.1K 0.01% +1 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 100 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $24K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 230 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $23.9K 0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 3,087 shares; 2025Q2: 187 shares; 2025Q3: 2,800 shares; 2025Q4: 1,500 shares; 2026Q1: 1,700 shares 1,700 $23.9K 0.01% +200 Timeline FTCB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 812 shares; 2026Q1: 1,137 shares 1,137 $23.8K 0.01% +325 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 211 shares; 2025Q1: 506 shares; 2025Q2: 287 shares; 2025Q3: 792 shares; 2025Q4: 487 shares; 2026Q1: 266 shares 266 $23.8K 0.01% -221 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $23.8K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 546 shares; 2025Q2: 1,712 shares; 2025Q3: 2,316 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares 1,158 $23.6K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 928 shares; 2025Q2: 1,002 shares; 2025Q3: 12 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $23.5K 0.01% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,034 shares 2,034 $23.3K 0.01% +34 Timeline SNSR 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 loaded; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 1,228 shares; 2025Q4: 614 shares; 2026Q1: 614 shares 614 $22.9K 0.01% 0 Timeline ASC ARDMORE SHIPPING CORP More: the full row for ARDMORE SHIPPING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 3,500 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $22.9K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,118 shares; 2025Q1: 2,926 shares; 2025Q2: 2,830 shares; 2025Q3: 646 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $22.8K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 168 shares; 2025Q3: 402 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $22.7K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 702 shares; 2025Q4: 351 shares; 2026Q1: 358 shares 358 $22.5K 0.01% +7 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,219 shares; 2026Q1: 1,818 shares 1,818 $22.1K 0.01% +599 Timeline IEO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares 176 $22K 0.01% new Timeline SAUG 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 loaded; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $21.9K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares 226 $21.8K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $21.7K 0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $21.5K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 78 shares; 2025Q4: 265 shares; 2026Q1: 125 shares 125 $21.5K 0.01% -140 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 206 shares; 2025Q4: not reported; 2026Q1: 2,302 shares 2,302 $21.4K 0.01% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 200 shares; 2025Q3: 784 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $21.1K 0.01% 0 Timeline FXR 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 loaded; 2024Q4: 294 shares; 2025Q1: 258 shares; 2025Q2: not reported; 2025Q3: 516 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $21.1K 0.01% 0 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 1,096 shares; 2025Q2: 2,377 shares; 2025Q3: 1,400 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $20.9K 0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,500 shares; 2025Q1: 4,100 shares; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $20.7K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 30 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $20.7K 0.01% 0 Timeline JSCP 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 loaded; 2024Q4: not reported; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $20.7K 0.01% 0 Timeline FTXL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $20.6K 0.01% 0 Timeline SPEM 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: not loaded; 2024Q4: 3,895 shares; 2025Q1: 7,919 shares; 2025Q2: 9,059 shares; 2025Q3: 176 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $20.5K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,264 shares; 2025Q1: 2,290 shares; 2025Q2: 966 shares; 2025Q3: 1,945 shares; 2025Q4: 930 shares; 2026Q1: 331 shares 331 $20.5K 0.01% -599 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 16 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $20.5K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,861 shares; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $20.3K 0.01% 0 Timeline EMHY 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: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 516 shares; 2025Q3: 1,570 shares; 2025Q4: 785 shares; 2026Q1: 516 shares 516 $20.3K 0.01% -269 Timeline XSMO 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 loaded; 2024Q4: 95 shares; 2025Q1: 170 shares; 2025Q2: 255 shares; 2025Q3: 44 shares; 2025Q4: 135 shares; 2026Q1: 265 shares 265 $20.1K 0.01% +130 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 318 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $20.1K 0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 416 shares 416 $20.1K 0.01% +100 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: not loaded; 2024Q4: 1,744 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 3,488 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares 1,744 $20K 0.01% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 393 shares; 2026Q1: 393 shares 393 $19.9K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares; 2026Q1: 306 shares 306 $19.8K 0.01% -50 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 279 shares; 2025Q2: 29 shares; 2025Q3: 102 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301 $19.7K 0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: 847 shares; 2026Q1: 726 shares 726 $19.6K 0.01% -121 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $19.3K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 250 shares; 2025Q3: 1,010 shares; 2025Q4: 830 shares; 2026Q1: 930 shares 930 $19.3K 0.01% +100 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 13 shares; 2025Q3: 4 shares; 2025Q4: 674 shares; 2026Q1: 173 shares 173 $19.2K 0.01% -501 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $19.2K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 502 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 186 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $19.2K 0.01% 0 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: not loaded; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 362 shares; 2025Q4: 181 shares; 2026Q1: 133 shares 133 $19.1K 0.01% -48 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: not loaded; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 1,022 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $19.1K 0.01% 0 Timeline NJUL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $19.1K 0.01% 0 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: not loaded; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 820 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $18.8K 0.01% 0 Timeline AVSC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302 $18.8K 0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $18.6K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 38 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $18.5K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 206 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $18.4K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: 1,018 shares; 2026Q1: 1,010 shares 1,010 $17.7K 0.01% -8 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: not loaded; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 340 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $17.5K 0.01% 0 Timeline SPMO 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: not loaded; 2024Q4: 11,198 shares; 2025Q1: 13,411 shares; 2025Q2: 14,593 shares; 2025Q3: 294 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $17.4K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $17.4K 0.01% 0 Timeline IWS 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 loaded; 2024Q4: 641 shares; 2025Q1: 521 shares; 2025Q2: 523 shares; 2025Q3: 1,108 shares; 2025Q4: 554 shares; 2026Q1: 118 shares 118 $17.2K 0.01% -436 Timeline QCLN 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 loaded; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 369 shares; 2026Q1: 370 shares 370 $17.2K 0.01% +1 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 586 shares; 2025Q3: 1,764 shares; 2025Q4: 936 shares; 2026Q1: 947 shares 947 $17.1K 0.01% +11 Timeline WTV 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: not loaded; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 72 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $17.1K 0.01% 0 Timeline FPE 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: not loaded; 2024Q4: 529 shares; 2025Q1: 535 shares; 2025Q2: 540 shares; 2025Q3: 2,372 shares; 2025Q4: 1,032 shares; 2026Q1: 960 shares 960 $17K 0.01% -72 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $16.9K 0.01% 0 Timeline EWZ 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: not loaded; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 440 shares; 2025Q3: 880 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $16.9K 0.01% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 105 shares; 2026Q1: 614 shares 614 $16.7K 0.01% +509 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: 968 shares; 2026Q1: 968 shares 968 $16.7K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 304 shares; 2025Q2: 14 shares; 2025Q3: 338 shares; 2025Q4: 266 shares; 2026Q1: 366 shares 366 $16.6K 0.01% +100 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $16.5K 0.01% 0 Timeline PRT PERMROCK ROYALTY TRUST More: the full row for PERMROCK ROYALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,600 shares; 2025Q1: 13,100 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $16.5K 0.01% 0 Timeline SJNK 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 loaded; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 220 shares; 2025Q3: 1,190 shares; 2025Q4: 723 shares; 2026Q1: 656 shares 656 $16.4K 0.01% -67 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 loaded; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 704 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $16.4K 0.01% 0 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 loaded; 2024Q4: 150 shares; 2025Q1: 1,050 shares; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $16.3K 0.01% 0 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 2,800 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $16.3K 0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 680 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $16.3K 0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,080 shares; 2025Q1: 3,230 shares; 2025Q2: 2,430 shares; 2025Q3: 4,160 shares; 2025Q4: 2,380 shares; 2026Q1: 1,517 shares 1,517 $16.3K 0.01% -863 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 217 shares; 2025Q1: 64 shares; 2025Q2: 86 shares; 2025Q3: 2,050 shares; 2025Q4: 702 shares; 2026Q1: 200 shares 200 $16.1K 0.01% -502 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 195 shares; 2025Q3: 60 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $16K 0.01% 0 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 855 shares; 2026Q1: 1,074 shares 1,074 $15.9K 0.01% +219 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 481 shares 481 $15.9K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $15.7K 0.01% 0 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: not loaded; 2024Q4: 266 shares; 2025Q1: 2,766 shares; 2025Q2: 3,327 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $15.7K 0.01% 0 Timeline HYD 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 loaded; 2024Q4: 545 shares; 2025Q1: 547 shares; 2025Q2: 549 shares; 2025Q3: 518 shares; 2025Q4: 259 shares; 2026Q1: 313 shares 313 $15.7K 0.01% +54 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 2,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares 3,029 $15.7K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 653 shares; 2025Q1: 638 shares; 2025Q2: 179 shares; 2025Q3: 224 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $15.6K 0.01% 0 Timeline FGSM ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $15.6K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 59 shares; 2025Q3: 12 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $15.6K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 326 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $15.5K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 3,000 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $15.4K 0.01% 0 Timeline NUSC 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: not loaded; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $15.4K 0.01% 0 Timeline DRIV 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 loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $15.3K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 920 shares; 2025Q3: 1,838 shares; 2025Q4: 923 shares; 2026Q1: 300 shares 300 $15.1K 0.01% -623 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $15.1K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 115 shares; 2025Q3: 200 shares; 2025Q4: 101 shares; 2026Q1: 104 shares 104 $15.1K 0.01% +3 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 322 shares; 2025Q4: 166 shares; 2026Q1: 161 shares 161 $15K 0.01% -5 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 700 shares; 2026Q1: 200 shares 200 $14.9K 0.01% -500 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $14.8K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 448 shares; 2025Q1: 452 shares; 2025Q2: 473 shares; 2025Q3: 1,334 shares; 2025Q4: 341 shares; 2026Q1: 164 shares 164 $14.8K 0.01% -177 Timeline IRTR 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 loaded; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 964 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482 $14.8K 0.01% 0 Timeline PPA 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 loaded; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 352 shares; 2025Q3: 90 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $14.7K 0.01% 0 Timeline PJAN 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 loaded; 2024Q4: 484 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: not reported; 2025Q4: 319 shares; 2026Q1: 319 shares 319 $14.7K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 1,258 shares; 2025Q4: 434 shares; 2026Q1: 212 shares 212 $14.7K 0.01% -222 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 61 shares; 2025Q3: 124 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $14.6K 0.01% 0 Timeline SPSB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $14.3K 0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 194 shares; 2025Q1: 188 shares; 2025Q2: 185 shares; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $14.2K 0.01% 0 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 3,600 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $14.2K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 163 shares; 2025Q3: 2,072 shares; 2025Q4: 1,352 shares; 2026Q1: 204 shares 204 $14.1K 0.01% -1,148 Timeline NAPR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 516 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $14.1K 0.01% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,835 shares; 2025Q1: 4,335 shares; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares 1,075 $13.8K 0.01% 0 Timeline BMVP 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 loaded; 2024Q4: 966 shares; 2025Q1: 273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $13.7K 0.01% 0 Timeline SDG 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 loaded; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 183 shares; 2025Q3: 364 shares; 2025Q4: 184 shares; 2026Q1: 162 shares 162 $13.6K 0.01% -22 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79 shares; 2025Q1: 80 shares; 2025Q2: 143 shares; 2025Q3: 672 shares; 2025Q4: 317 shares; 2026Q1: 282 shares 282 $13.6K 0.01% -35 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 1,178 shares; 2025Q4: 589 shares; 2026Q1: 589 shares 589 $13.5K 0.01% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares 54 $13.5K 0.01% new Timeline USMV 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 loaded; 2024Q4: 1,120 shares; 2025Q1: 771 shares; 2025Q2: 849 shares; 2025Q3: 284 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $13.2K 0.01% 0 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $13.1K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 116 shares; 2026Q1: 120 shares 120 $13K 0.01% +4 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 463 shares; 2025Q1: 754 shares; 2025Q2: 714 shares; 2025Q3: 386 shares; 2025Q4: 552 shares; 2026Q1: 81 shares 81 $12.9K 0.01% -471 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 61 shares; 2025Q3: 126 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $12.8K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 645 shares; 2025Q3: 164 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $12.7K 0.01% 0 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: not loaded; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 166 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $12.7K 0.01% 0 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: not loaded; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 147 shares; 2025Q3: 294 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $12.5K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 686 shares; 2025Q4: 343 shares; 2026Q1: 343 shares 343 $12.4K 0.01% 0 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: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $12.4K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $12.3K 0.01% 0 Timeline JMUB 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 loaded; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 2,300 shares; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $12K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299 shares; 2025Q1: 300 shares; 2025Q2: 301 shares; 2025Q3: 602 shares; 2025Q4: 302 shares; 2026Q1: 249 shares 249 $11.7K 0.01% -53 Timeline FBND 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 loaded; 2024Q4: 3,132 shares; 2025Q1: 5,886 shares; 2025Q2: 8,291 shares; 2025Q3: 168 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $11.7K 0.01% 0 Timeline INTF 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 loaded; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 300 shares 300 $11.7K 0.01% +106 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 20 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $11.6K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 320 shares; 2025Q1: 670 shares; 2025Q2: 770 shares; 2025Q3: 92 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $11.5K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 88 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $11.2K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11.1K 0.01% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 800 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $11.1K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 244 shares; 2026Q1: 174 shares 174 $11.1K 0.01% -70 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $11K 0.01% 0 Timeline IWN 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 loaded; 2024Q4: 277 shares; 2025Q1: 232 shares; 2025Q2: 213 shares; 2025Q3: 116 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $11K 0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117 shares; 2025Q2: 594 shares; 2025Q3: 452 shares; 2025Q4: 217 shares; 2026Q1: 260 shares 260 $11K 0.01% +43 Timeline IWO 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 loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 70 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $11K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 83 shares; 2025Q3: 40 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $11K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,085 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 600 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 195 shares; 2025Q1: 274 shares; 2025Q2: 79 shares; 2025Q3: 235 shares; 2025Q4: 56 shares; 2026Q1: 55 shares 55 $10.9K 0.01% -1 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 32 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $10.8K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 255 shares; 2025Q3: 110 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $10.7K 0.01% 0 Timeline SMAY 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 loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $10.5K 0.01% 0 Timeline VEU 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140 $10.5K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 980 shares; 2025Q1: 80 shares; 2025Q2: 300 shares; 2025Q3: 192 shares; 2025Q4: 96 shares; 2026Q1: 108 shares 108 $10.4K 0.01% +12 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 148 shares; 2025Q3: 96 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $10.4K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $10.1K 0.01% 0 Timeline IJK 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 loaded; 2024Q4: 159 shares; 2025Q1: 292 shares; 2025Q2: 904 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $10.1K 0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215 shares 215 $10K 0.01% new Timeline FDT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $9.91K 0.01% 0 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: not loaded; 2024Q4: 33,134 shares; 2025Q1: 32,646 shares; 2025Q2: 13,787 shares; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $9.9K 0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 432 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.89K 0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 150 shares; 2026Q1: 105 shares 105 $9.83K <0.01% -45 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 28 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $9.82K <0.01% 0 Timeline BUFD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $9.8K <0.01% new 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: not loaded; 2024Q4: 351 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 4,358 shares; 2025Q4: 1,175 shares; 2026Q1: 413 shares 413 $9.76K <0.01% -762 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $9.55K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 24 shares; 2025Q4: 12 shares; 2026Q1: 112 shares 112 $9.55K <0.01% +100 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $9.51K <0.01% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares 305 $9.51K <0.01% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,000 shares; 2025Q1: 6,700 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $9.4K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $9.27K <0.01% new Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.23K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,278 shares; 2025Q1: 1,283 shares; 2025Q2: 1,287 shares; 2025Q3: 626 shares; 2025Q4: 313 shares; 2026Q1: 63 shares 63 $9.21K <0.01% -250 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $9.16K <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 983 shares; 2025Q3: 2,744 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares 1,372 $9.1K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 54 shares; 2025Q4: 28 shares; 2026Q1: 27 shares 27 $8.89K <0.01% -1 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: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8.8K <0.01% 0 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 184 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $8.7K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,675 shares; 2025Q1: 1,775 shares; 2025Q2: 425 shares; 2025Q3: 890 shares; 2025Q4: 370 shares; 2026Q1: 270 shares 270 $8.64K <0.01% -100 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,889 shares; 2025Q1: 1,393 shares; 2025Q2: 893 shares; 2025Q3: 1,816 shares; 2025Q4: 908 shares; 2026Q1: 908 shares 908 $8.61K <0.01% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 653 shares; 2025Q1: 677 shares; 2025Q2: 695 shares; 2025Q3: 1,442 shares; 2025Q4: 743 shares; 2026Q1: 777 shares 777 $8.56K <0.01% +34 Timeline HYGH 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: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8.56K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,571 shares; 2025Q1: 1,575 shares; 2025Q2: 1,065 shares; 2025Q3: 2,122 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061 $8.53K <0.01% 0 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 324 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $8.5K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $8.43K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 113 shares; 2026Q1: 117 shares 117 $8.4K <0.01% +4 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,208 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares 1,104 $8.36K <0.01% 0 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $8.32K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $8.32K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,712 shares; 2025Q1: 1,512 shares; 2025Q2: 32 shares; 2025Q3: 1,240 shares; 2025Q4: 320 shares; 2026Q1: 163 shares 163 $8.28K <0.01% -157 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $8.12K <0.01% 0 Timeline AFLG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 206 shares; 2026Q1: 210 shares 210 $8.1K <0.01% +4 Timeline IFRA 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 loaded; 2024Q4: 2,600 shares; 2025Q1: 654 shares; 2025Q2: 635 shares; 2025Q3: 279 shares; 2025Q4: 140 shares; 2026Q1: 141 shares 141 $8.07K <0.01% +1 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 218 shares; 2025Q1: 2,418 shares; 2025Q2: 2,618 shares; 2025Q3: 456 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $8.01K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,536 shares; 2025Q1: 3,530 shares; 2025Q2: 753 shares; 2025Q3: 244 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $7.89K <0.01% 0 Timeline IQLT 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 loaded; 2024Q4: 7,480 shares; 2025Q1: 7,602 shares; 2025Q2: 122 shares; 2025Q3: 6,470 shares; 2025Q4: 3,435 shares; 2026Q1: 168 shares 168 $7.77K <0.01% -3,267 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 257 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245 shares 245 $7.76K <0.01% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 218 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $7.72K <0.01% 0 Timeline FUMB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 770 shares; 2025Q4: 385 shares; 2026Q1: 385 shares 385 $7.72K <0.01% 0 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: not loaded; 2024Q4: 2,050 shares; 2025Q1: 750 shares; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $7.7K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 55 shares; 2026Q1: 32 shares 32 $7.62K <0.01% -23 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $7.6K <0.01% 0 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $7.6K <0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 124 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $7.57K <0.01% 0 Timeline LDSF 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 loaded; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $7.57K <0.01% 0 Timeline FMHI 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $7.56K <0.01% 0 Timeline AVDV 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 loaded; 2024Q4: 180 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $7.49K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $7.49K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 114 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $7.46K <0.01% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $7.38K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 83 shares; 2025Q3: 49 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $7.37K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 182 shares; 2025Q4: 91 shares; 2026Q1: 53 shares 53 $7.27K <0.01% -38 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 42 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $7.25K <0.01% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 96 shares; 2025Q3: not reported; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $7.25K <0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $7.16K <0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 1,213 shares; 2025Q2: 1,716 shares; 2025Q3: 60 shares; 2025Q4: 15 shares; 2026Q1: 14 shares 14 $7.14K <0.01% -1 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: not loaded; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $7.1K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $7.06K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 634 shares; 2025Q1: 646 shares; 2025Q2: 12 shares; 2025Q3: 88 shares; 2025Q4: 458 shares; 2026Q1: 465 shares 465 $6.98K <0.01% +7 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 2,400 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $6.98K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: not reported; 2025Q3: 876 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $6.96K <0.01% 0 Timeline DIV 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 loaded; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 734 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367 $6.94K <0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,175 shares; 2025Q1: 9,175 shares; 2025Q2: 588 shares; 2025Q3: 292 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $6.88K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 201 shares; 2025Q3: 368 shares; 2025Q4: 184 shares; 2026Q1: 111 shares 111 $6.87K <0.01% -73 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 686 shares; 2025Q1: 3,112 shares; 2025Q2: 2,945 shares; 2025Q3: 172 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $6.82K <0.01% 0 Timeline SMMD 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 loaded; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 108 shares; 2025Q4: 54 shares; 2026Q1: 88 shares 88 $6.72K <0.01% +34 Timeline HERO 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 loaded; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $6.69K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 449 shares; 2026Q1: 449 shares 449 $6.6K <0.01% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: not reported; 2026Q1: 222 shares 222 $6.52K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 202 shares; 2025Q4: 101 shares; 2026Q1: 48 shares 48 $6.5K <0.01% -53 Timeline LOTI TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares 252 $6.45K <0.01% new 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: not loaded; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 142 shares; 2025Q4: 71 shares; 2026Q1: 127 shares 127 $6.33K <0.01% +56 Timeline FSIG 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 loaded; 2024Q4: 3,325 shares; 2025Q1: 2,742 shares; 2025Q2: 3,796 shares; 2025Q3: 208 shares; 2025Q4: 104 shares; 2026Q1: 334 shares 334 $6.33K <0.01% +230 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 266 shares; 2025Q4: 133 shares; 2026Q1: 145 shares 145 $6.32K <0.01% +12 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 64 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $6.17K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 2,062 shares; 2025Q2: 62 shares; 2025Q3: 124 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $6.14K <0.01% 0 Timeline PFFA 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 loaded; 2024Q4: 300 shares; 2025Q1: 307 shares; 2025Q2: 300 shares; 2025Q3: 600 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $6.11K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 29 shares; 2025Q3: 34 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $6.1K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 222 shares; 2025Q3: 96 shares; 2025Q4: 20 shares; 2026Q1: 19 shares 19 $6.09K <0.01% -1 Timeline FXZ 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 loaded; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 411 shares; 2025Q3: 158 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $6.02K <0.01% 0 Timeline EEM 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 loaded; 2024Q4: 2,704 shares; 2025Q1: 5,920 shares; 2025Q2: 1,135 shares; 2025Q3: 208 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $5.99K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 873 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $5.99K <0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 59 shares; 2026Q1: 29 shares 29 $5.94K <0.01% -30 Timeline FXO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $5.9K <0.01% 0 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 loaded; 2024Q4: 1,960 shares; 2025Q1: 1,964 shares; 2025Q2: 220 shares; 2025Q3: 4,124 shares; 2025Q4: 2,066 shares; 2026Q1: 57 shares 57 $5.9K <0.01% -2,009 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 467 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $5.9K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 284 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $5.87K <0.01% 0 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $5.86K <0.01% 0 Timeline ARKK 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: not loaded; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 172 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $5.81K <0.01% 0 Timeline MDV MODIV INDUSTRIAL INC More: the full row for MODIV INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 808 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $5.79K <0.01% 0 Timeline VONG 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: not loaded; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 52 shares; 2025Q3: 104 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $5.7K <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: not loaded; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 310 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $5.68K <0.01% 0 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $5.65K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $5.58K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 9 shares; 2025Q3: 42 shares; 2025Q4: 5 shares; 2026Q1: 6 shares 6 $5.55K <0.01% +1 Timeline MUNI 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: not loaded; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 7,399 shares; 2025Q3: 210 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $5.48K <0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 56 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $5.47K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 26 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $5.42K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $5.42K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 180 shares; 2025Q3: 58 shares; 2025Q4: 29 shares; 2026Q1: 31 shares 31 $5.41K <0.01% +2 Timeline GSLC 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: not loaded; 2024Q4: 77 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43 $5.4K <0.01% new Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 225 shares; 2025Q2: 227 shares; 2025Q3: 458 shares; 2025Q4: 231 shares; 2026Q1: 236 shares 236 $5.32K <0.01% +5 Timeline IDV 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 loaded; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $5.32K <0.01% 0 Timeline RWR 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 loaded; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 104 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $5.25K <0.01% 0 Timeline SPYV 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 loaded; 2024Q4: 1,185 shares; 2025Q1: 3,108 shares; 2025Q2: 5,725 shares; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $5.21K <0.01% 0 Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 400 shares; 2025Q3: 800 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $5.18K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 132 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $5.15K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 240 shares; 2025Q4: 30 shares; 2026Q1: 31 shares 31 $5.13K <0.01% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.11K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122 shares 122 $5.08K <0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 70 shares; 2025Q4: 35 shares; 2026Q1: 36 shares 36 $5.05K <0.01% +1 Timeline SDFI 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 loaded; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $5.02K <0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $5.01K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares 135 $5K <0.01% new Timeline FEP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208 shares; 2025Q4: 104 shares; 2026Q1: 91 shares 91 $4.97K <0.01% -13 Timeline QTEC 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 loaded; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 23 shares 23 $4.97K <0.01% -2 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 40 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $4.94K <0.01% 0 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares 166 $4.88K <0.01% new 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 loaded; 2024Q4: 7,285 shares; 2025Q1: 7,313 shares; 2025Q2: 1,656 shares; 2025Q3: 388 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $4.87K <0.01% 0 Timeline FJP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $4.79K <0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 524 shares; 2025Q4: not reported; 2026Q1: 800 shares 800 $4.75K <0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $4.75K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 330 shares; 2025Q1: 167 shares; 2025Q2: 550 shares; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $4.68K <0.01% 0 Timeline REZ 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 loaded; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $4.66K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $4.64K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $4.63K <0.01% 0 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $4.61K <0.01% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $4.61K <0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares; 2026Q1: 65 shares 65 $4.61K <0.01% -935 Timeline VONV 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: not loaded; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 98 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $4.59K <0.01% 0 Timeline GDX 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 loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 900 shares; 2025Q4: not reported; 2026Q1: 50 shares 50 $4.59K <0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 17 shares; 2026Q1: 15 shares 15 $4.56K <0.01% -2 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 312 shares; 2025Q1: 352 shares; 2025Q2: 285 shares; 2025Q3: 196 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $4.53K <0.01% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 90 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $4.51K <0.01% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $4.5K <0.01% new Timeline ILDR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $4.47K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 714 shares; 2025Q2: 104 shares; 2025Q3: 208 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $4.46K <0.01% 0 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $4.46K <0.01% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 338 shares; 2025Q2: 340 shares; 2025Q3: 722 shares; 2025Q4: 373 shares; 2026Q1: 386 shares 386 $4.36K <0.01% +13 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $4.31K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $4.28K <0.01% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 800 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $4.25K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 60 shares; 2026Q1: 29 shares 29 $4.2K <0.01% -31 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $4.1K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 42 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $4.1K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 175 shares; 2025Q3: 44 shares; 2025Q4: 11 shares; 2026Q1: 12 shares 12 $4.08K <0.01% +1 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 478 shares; 2025Q4: 239 shares; 2026Q1: 239 shares 239 $4.06K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 204 shares; 2025Q4: 36 shares; 2026Q1: 11 shares 11 $4K <0.01% -25 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $3.98K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 156 shares; 2026Q1: 150 shares 150 $3.95K <0.01% -6 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares 83 $3.93K <0.01% new Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 100 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $3.9K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: not reported; 2026Q1: 13 shares 13 $3.87K <0.01% new Timeline SHV 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 loaded; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $3.86K <0.01% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,371 shares; 2025Q1: 3,371 shares; 2025Q2: 1,111 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $3.76K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 28 shares; 2025Q3: 76 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $3.74K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,600 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $3.74K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $3.65K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 292 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.64K <0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: not reported; 2026Q1: 100 shares 100 $3.64K <0.01% new Timeline FOPC ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 286 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $3.63K <0.01% 0 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $3.63K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 391 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 418 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $3.62K <0.01% 0 Timeline HEAL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $3.57K <0.01% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 40 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.56K <0.01% 0 Timeline EURL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares 93 $3.52K <0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 22 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $3.5K <0.01% 0 Timeline PBDC 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 loaded; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 250 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $3.45K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61 shares; 2025Q1: 37 shares; 2025Q2: 20 shares; 2025Q3: 40 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.38K <0.01% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.32K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 36 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $3.3K <0.01% 0 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,183 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 574 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $3.26K <0.01% 0 Timeline BBRE 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 loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 68 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $3.25K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $3.24K <0.01% 0 Timeline FTLS 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: not loaded; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 52 shares; 2026Q1: 46 shares 46 $3.24K <0.01% -6 Timeline FEM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares; 2025Q4: 126 shares; 2026Q1: 108 shares 108 $3.23K <0.01% -18 Timeline FIIG 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 loaded; 2024Q4: 10,933 shares; 2025Q1: 8,685 shares; 2025Q2: 8,612 shares; 2025Q3: 686 shares; 2025Q4: 343 shares; 2026Q1: 154 shares 154 $3.2K <0.01% -189 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $3.19K <0.01% 0 Timeline FMF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 160 shares; 2026Q1: 63 shares 63 $3.19K <0.01% -97 Timeline VICE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 175 shares; 2025Q1: 275 shares; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.17K <0.01% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 69 shares; 2026Q1: 146 shares 146 $3.15K <0.01% +77 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: not reported; 2025Q3: 760 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $3.09K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186 shares; 2025Q1: 108 shares; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $3.02K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.02K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $2.98K <0.01% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 160 shares; 2026Q1: 78 shares 78 $2.92K <0.01% -82 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $2.92K <0.01% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $2.91K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $2.9K <0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,220 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 3,044 shares; 2025Q4: 719 shares; 2026Q1: 55 shares 55 $2.85K <0.01% -664 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 64 shares 64 $2.73K <0.01% +1 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $2.73K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $2.73K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $2.71K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101 shares 101 $2.7K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $2.69K <0.01% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $2.68K <0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 69 shares; 2026Q1: 59 shares 59 $2.67K <0.01% -10 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: not loaded; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $2.61K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 93 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $2.61K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 16 shares 16 $2.59K <0.01% -6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $2.59K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 452 shares; 2025Q4: 226 shares; 2026Q1: 226 shares 226 $2.55K <0.01% 0 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: not loaded; 2024Q4: 245 shares; 2025Q1: 933 shares; 2025Q2: 1,017 shares; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $2.53K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 127 shares; 2026Q1: 137 shares 137 $2.51K <0.01% +10 Timeline CGCP 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: not loaded; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111 shares 111 $2.48K <0.01% new 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: not loaded; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $2.47K <0.01% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $2.44K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 842 shares; 2025Q1: 903 shares; 2025Q2: 941 shares; 2025Q3: 310 shares; 2025Q4: 76 shares; 2026Q1: 21 shares 21 $2.43K <0.01% -55 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: not loaded; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares 56 $2.42K <0.01% new 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: not loaded; 2024Q4: 267 shares; 2025Q1: 542 shares; 2025Q2: 267 shares; 2025Q3: 534 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $2.4K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 418 shares; 2025Q4: 29 shares; 2026Q1: 26 shares 26 $2.4K <0.01% -3 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 40 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.37K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 60 shares; 2025Q3: 6 shares; 2025Q4: 3 shares; 2026Q1: 4 shares 4 $2.37K <0.01% +1 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 68 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.34K <0.01% 0 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: not loaded; 2024Q4: 834 shares; 2025Q1: 840 shares; 2025Q2: 825 shares; 2025Q3: 28 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $2.34K <0.01% 0 Timeline ISTB 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 loaded; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 94 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $2.33K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $2.33K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 24 shares; 2025Q4: 12 shares; 2026Q1: 14 shares 14 $2.3K <0.01% +2 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 54 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $2.3K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $2.29K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 164 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.25K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.25K <0.01% 0 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $2.23K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 63 shares; 2025Q3: 202 shares; 2025Q4: 13 shares; 2026Q1: 12 shares 12 $2.19K <0.01% -1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $2.14K <0.01% 0 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: not loaded; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 252 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $2.03K <0.01% 0 Timeline VMBS 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: not loaded; 2024Q4: 3,606 shares; 2025Q1: 1,161 shares; 2025Q2: 1,152 shares; 2025Q3: 44 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $2.02K <0.01% 0 Timeline TMF DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares 54 $1.95K <0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $1.94K <0.01% 0 Timeline SCHX 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 loaded; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $1.92K <0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 30 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.92K <0.01% 0 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 250 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $1.89K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 24 shares; 2026Q1: 13 shares 13 $1.82K <0.01% -11 Timeline QQQJ 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: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $1.81K <0.01% 0 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: not loaded; 2024Q4: 46 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $1.8K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 54 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $1.78K <0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 43 shares 43 $1.73K <0.01% -57 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $1.7K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $1.68K <0.01% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 451 shares; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $1.66K <0.01% 0 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $1.65K <0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $1.62K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 1,188 shares; 2025Q4: 330 shares; 2026Q1: 146 shares 146 $1.62K <0.01% -184 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 17 shares; 2025Q3: 178 shares; 2025Q4: 89 shares; 2026Q1: 138 shares 138 $1.59K <0.01% +49 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 318 shares; 2025Q3: 102 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $1.54K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $1.52K <0.01% 0 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $1.39K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $1.38K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $1.38K <0.01% 0 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: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 400 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $1.37K <0.01% 0 Timeline RIGL RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 100 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $1.35K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.35K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 10 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.32K <0.01% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 823 shares; 2025Q1: 1,023 shares; 2025Q2: 423 shares; 2025Q3: 846 shares; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $1.3K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $1.24K <0.01% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.21K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 118 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $1.21K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 18 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.18K <0.01% 0 Timeline EDC DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21 $1.18K <0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 5 shares; 2026Q1: 4 shares 4 $1.17K <0.01% -1 Timeline ZLAB ZAI LAB LTD More: the full row for ZAI LAB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $1.17K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 186 shares; 2026Q1: 14 shares 14 $1.15K <0.01% -172 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 614 shares; 2025Q3: 130 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $1.15K <0.01% 0 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares 26 $1.15K <0.01% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $1.08K <0.01% 0 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: not loaded; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 171 shares; 2026Q1: 42 shares 42 $1.08K <0.01% -129 Timeline YYY 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97 shares 97 $1.07K <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 400 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $1.06K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 284 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $983 <0.01% 0 Timeline IHI 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 loaded; 2024Q4: 2,720 shares; 2025Q1: 2,696 shares; 2025Q2: 2,698 shares; 2025Q3: 36 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $963 <0.01% 0 Timeline NKTR NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 26 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $935 <0.01% 0 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 85 shares; 2026Q1: 21 shares 21 $915 <0.01% -64 Timeline FARX ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 64 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $907 <0.01% 0 Timeline