CERES FARMS LLC CERES FARMS LLC More: the full row for CERES FARMS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,389 shares; 2024Q4: 517,072 shares; 2025Q1: 517,072 shares; 2025Q2: 529,031 shares; 2025Q3: 542,015 shares; 2025Q4: 542,015 shares; 2026Q1: 552,722 shares 552,722 $553K 0.01% +10,707 IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 4,491 shares; 2025Q1: 3,955 shares; 2025Q2: 3,955 shares; 2025Q3: 3,854 shares; 2025Q4: 3,982 shares; 2026Q1: 3,553 shares 3,553 $551K 0.01% -429 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,700 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $551K 0.01% 0 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: 4,940 shares; 2024Q4: 4,274 shares; 2025Q1: 4,247 shares; 2025Q2: 4,248 shares; 2025Q3: 4,023 shares; 2025Q4: 3,997 shares; 2026Q1: 3,863 shares 3,863 $546K 0.01% -134 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,500 shares; 2024Q4: 161,000 shares; 2025Q1: 204,552 shares; 2025Q2: 170,746 shares; 2025Q3: 176,321 shares; 2025Q4: 95,521 shares; 2026Q1: 123,021 shares 123,021 $545K 0.01% +27,500 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,745 shares; 2024Q4: 10,545 shares; 2025Q1: 10,545 shares; 2025Q2: 10,545 shares; 2025Q3: 10,601 shares; 2025Q4: 10,251 shares; 2026Q1: 10,251 shares 10,251 $539K 0.01% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,961 shares; 2024Q4: 46,508 shares; 2025Q1: 46,508 shares; 2025Q2: 46,508 shares; 2025Q3: 44,265 shares; 2025Q4: 44,265 shares; 2026Q1: 42,345 shares 42,345 $537K 0.01% -1,920 Timeline MINT 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: 5,684 shares; 2024Q4: 5,378 shares; 2025Q1: 5,380 shares; 2025Q2: 5,382 shares; 2025Q3: 5,384 shares; 2025Q4: 5,337 shares; 2026Q1: 5,339 shares 5,339 $537K 0.01% +2 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: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,685 shares; 2025Q2: 3,685 shares; 2025Q3: 3,685 shares; 2025Q4: 3,934 shares; 2026Q1: 3,961 shares 3,961 $537K 0.01% +27 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,277 shares; 2024Q4: 10,369 shares; 2025Q1: 8,805 shares; 2025Q2: 5,188 shares; 2025Q3: 13,288 shares; 2025Q4: 15,272 shares; 2026Q1: 4,422 shares 4,422 $536K 0.01% -10,850 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $531K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,028 shares; 2024Q4: 4,957 shares; 2025Q1: 4,938 shares; 2025Q2: 5,057 shares; 2025Q3: 4,871 shares; 2025Q4: 4,793 shares; 2026Q1: 4,793 shares 4,793 $529K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,229 shares; 2025Q1: 3,229 shares; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares 2,662 $527K 0.01% 0 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,100 shares; 2026Q1: 13,000 shares 13,000 $527K 0.01% +6,900 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: 2,107 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,017 shares; 2025Q3: 2,025 shares; 2025Q4: 2,113 shares; 2026Q1: 2,007 shares 2,007 $522K 0.01% -106 Timeline NLCP NEWLAKE CAP PARTNERS INC More: the full row for NEWLAKE CAP PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 38,360 shares; 2025Q1: 22,100 shares; 2025Q2: 23,010 shares; 2025Q3: not reported; 2025Q4: 33,210 shares; 2026Q1: 36,170 shares 36,170 $522K 0.01% +2,960 Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,139 shares 48,139 $521K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,574 shares; 2026Q1: 5,599 shares 5,599 $517K 0.01% +25 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,135 shares; 2024Q4: 74,307 shares; 2025Q1: 74,043 shares; 2025Q2: 72,783 shares; 2025Q3: 64,893 shares; 2025Q4: 5,612 shares; 2026Q1: 22,708 shares 22,708 $514K 0.01% +17,096 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,740 shares 8,740 $513K 0.01% new Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,252 shares; 2024Q4: 328,578 shares; 2025Q1: 352,565 shares; 2025Q2: 386,976 shares; 2025Q3: 252,326 shares; 2025Q4: 21,864 shares; 2026Q1: 18,149 shares 18,149 $512K 0.01% -3,715 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: 3,256 shares; 2024Q4: 3,172 shares; 2025Q1: 3,622 shares; 2025Q2: 3,622 shares; 2025Q3: 5,972 shares; 2025Q4: 6,631 shares; 2026Q1: 8,052 shares 8,052 $505K 0.01% +1,421 Timeline BROOKFIELD INFRASTRUCTURE I… BROOKFIELD INFRASTRUCTURE INCO More: the full row for BROOKFIELD INFRASTRUCTURE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,194 shares; 2024Q4: 27,483 shares; 2025Q1: 27,776 shares; 2025Q2: 44,109 shares; 2025Q3: 44,577 shares; 2025Q4: 45,050 shares; 2026Q1: 45,529 shares 45,529 $500K 0.01% +479 VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 6,932 shares; 2025Q1: 6,932 shares; 2025Q2: 6,932 shares; 2025Q3: 6,932 shares; 2025Q4: 7,256 shares; 2026Q1: 7,308 shares 7,308 $499K 0.01% +52 Timeline AMNF ARMANINO FOODS OF DISTINCTION More: the full row for ARMANINO FOODS OF DISTINCTION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,360 shares; 2026Q1: 47,170 shares 47,170 $495K 0.01% +25,810 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: 1,061 shares; 2024Q4: 835 shares; 2025Q1: 836 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 862 shares; 2026Q1: 868 shares 868 $488K 0.01% +6 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 827 shares; 2025Q1: 862 shares; 2025Q2: 849 shares; 2025Q3: 850 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790 $487K 0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,366 shares; 2025Q1: 1,389 shares; 2025Q2: 1,398 shares; 2025Q3: 1,296 shares; 2025Q4: 5,771 shares; 2026Q1: 6,044 shares 6,044 $486K 0.01% +273 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 8,688 shares; 2025Q1: 12,369 shares; 2025Q2: 16,049 shares; 2025Q3: 15,148 shares; 2025Q4: 12,984 shares; 2026Q1: 13,005 shares 13,005 $481K 0.01% +21 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,354 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,003 shares 3,003 $479K 0.01% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,194 shares; 2024Q4: 18,769 shares; 2025Q1: 18,771 shares; 2025Q2: 18,774 shares; 2025Q3: 16,922 shares; 2025Q4: 19,599 shares; 2026Q1: 19,600 shares 19,600 $475K 0.01% +1 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,935 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 2,960 shares; 2026Q1: 2,997 shares 2,997 $472K 0.01% +37 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 4,181 shares; 2025Q1: 3,711 shares; 2025Q2: 3,822 shares; 2025Q3: 3,835 shares; 2025Q4: 4,322 shares; 2026Q1: 4,707 shares 4,707 $472K 0.01% +385 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 9,015 shares; 2025Q1: 9,015 shares; 2025Q2: 9,265 shares; 2025Q3: 9,265 shares; 2025Q4: 9,265 shares; 2026Q1: 9,265 shares 9,265 $471K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,098 shares; 2025Q4: 3,127 shares; 2026Q1: 3,112 shares 3,112 $469K 0.01% -15 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: 838 shares; 2025Q2: 836 shares; 2025Q3: 837 shares; 2025Q4: 899 shares; 2026Q1: 1,050 shares 1,050 $469K 0.01% +151 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: 16,265 shares; 2024Q4: 16,040 shares; 2025Q1: 15,940 shares; 2025Q2: 15,200 shares; 2025Q3: 16,160 shares; 2025Q4: 14,371 shares; 2026Q1: 14,574 shares 14,574 $467K 0.01% +203 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 281 shares; 2025Q1: 296 shares; 2025Q2: 469 shares; 2025Q3: 556 shares; 2025Q4: 762 shares; 2026Q1: 2,811 shares 2,811 $461K 0.01% +2,049 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 16,131 shares; 2025Q1: 16,133 shares; 2025Q2: 16,612 shares; 2025Q3: 15,438 shares; 2025Q4: 17,996 shares; 2026Q1: 17,997 shares 17,997 $456K 0.01% +1 Timeline FALN 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: 19,343 shares; 2024Q4: 19,343 shares; 2025Q1: 19,343 shares; 2025Q2: 20,086 shares; 2025Q3: 19,933 shares; 2025Q4: 19,933 shares; 2026Q1: 16,883 shares 16,883 $451K 0.01% -3,050 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,538 shares; 2024Q4: 15,652 shares; 2025Q1: 15,710 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares; 2025Q4: 9,766 shares; 2026Q1: 8,861 shares 8,861 $450K 0.01% -905 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,707 shares; 2024Q4: 51,877 shares; 2025Q1: 46,138 shares; 2025Q2: 41,899 shares; 2025Q3: 38,360 shares; 2025Q4: 36,870 shares; 2026Q1: 29,680 shares 29,680 $449K 0.01% -7,190 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,001 shares; 2024Q4: 12,867 shares; 2025Q1: 11,290 shares; 2025Q2: 10,337 shares; 2025Q3: 7,283 shares; 2025Q4: 6,571 shares; 2026Q1: 6,017 shares 6,017 $448K 0.01% -554 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,813 shares; 2024Q4: 16,023 shares; 2025Q1: 9,798 shares; 2025Q2: 7,508 shares; 2025Q3: 7,888 shares; 2025Q4: 6,798 shares; 2026Q1: 22,532 shares 22,532 $447K 0.01% +15,734 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: 963 shares; 2024Q4: 9,434 shares; 2025Q1: 9,434 shares; 2025Q2: 5,151 shares; 2025Q3: 6,706 shares; 2025Q4: 6,726 shares; 2026Q1: 6,046 shares 6,046 $445K 0.01% -680 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,613 shares; 2025Q2: 12,613 shares; 2025Q3: 12,613 shares; 2025Q4: 11,281 shares; 2026Q1: 11,281 shares 11,281 $439K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,321 shares; 2025Q1: 10,321 shares; 2025Q2: 10,321 shares; 2025Q3: 10,321 shares; 2025Q4: 7,071 shares; 2026Q1: 7,071 shares 7,071 $436K 0.01% 0 Timeline GONDOLA TAX LIEN FUND GONDOLA TAX LIEN FUND More: the full row for GONDOLA TAX LIEN FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 278,077 shares; 2025Q4: 3,865,091 shares; 2026Q1: 433,584 shares 433,584 $434K 0.01% -3,431,507 MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,585 shares; 2025Q1: 2,885 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 9,881 shares; 2026Q1: 7,160 shares 7,160 $432K 0.01% -2,721 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,639 shares; 2024Q4: 42,016 shares; 2025Q1: 7,368 shares; 2025Q2: 7,577 shares; 2025Q3: 7,536 shares; 2025Q4: 7,627 shares; 2026Q1: 8,182 shares 8,182 $430K 0.01% +555 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,834 shares; 2024Q4: 16,565 shares; 2025Q1: 16,565 shares; 2025Q2: 16,781 shares; 2025Q3: 15,505 shares; 2025Q4: 18,396 shares; 2026Q1: 18,396 shares 18,396 $428K 0.01% 0 Timeline OPBK OP BANCORP More: the full row for OP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,810 shares; 2024Q4: 118,090 shares; 2025Q1: 116,334 shares; 2025Q2: 85,362 shares; 2025Q3: 33,084 shares; 2025Q4: 33,084 shares; 2026Q1: 32,074 shares 32,074 $427K 0.01% -1,010 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 1,432 shares; 2025Q1: 1,317 shares; 2025Q2: 1,318 shares; 2025Q3: 1,443 shares; 2025Q4: 1,584 shares; 2026Q1: 1,519 shares 1,519 $424K 0.01% -65 Timeline FORTRESS NET LEASE REIT CLA… FORTRESS NET LEASE REIT CLASS More: the full row for FORTRESS NET LEASE REIT CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 2,454 shares; 2025Q3: 2,454 shares; 2025Q4: 40,594 shares; 2026Q1: 40,594 shares 40,594 $423K 0.01% 0 OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,472 shares; 2025Q1: 1,443 shares; 2025Q2: 4,156 shares; 2025Q3: 1,635 shares; 2025Q4: 2,002 shares; 2026Q1: 6,495 shares 6,495 $422K 0.01% +4,493 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,990 shares; 2026Q1: 11,990 shares 11,990 $421K 0.01% 0 Timeline ICPI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,307 shares; 2026Q1: 8,302 shares 8,302 $421K 0.01% +3,995 Timeline MLPX 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: 4,390 shares; 2024Q4: 6,039 shares; 2025Q1: 6,039 shares; 2025Q2: 5,606 shares; 2025Q3: 5,606 shares; 2025Q4: 5,606 shares; 2026Q1: 5,606 shares 5,606 $415K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,813 shares; 2024Q4: 5,813 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares; 2025Q3: 5,813 shares; 2025Q4: 5,813 shares; 2026Q1: 5,813 shares 5,813 $413K 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: 3,017 shares; 2024Q4: 10,265 shares; 2025Q1: 7,839 shares; 2025Q2: 7,476 shares; 2025Q3: 8,013 shares; 2025Q4: 8,726 shares; 2026Q1: 6,452 shares 6,452 $412K 0.01% -2,274 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,000 shares; 2026Q1: 26,000 shares 26,000 $410K 0.01% -1,000 Timeline SRUUF SPROTT PHYSICAL URANIUM TR More: the full row for SPROTT PHYSICAL URANIUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 21,800 shares; 2025Q3: 20,288 shares; 2025Q4: 20,288 shares; 2026Q1: 20,288 shares 20,288 $409K 0.01% 0 Timeline BROOKFIELD INFRASTRUCTURE I… BROOKFIELD INFRASTRUCTURE INCO More: the full row for BROOKFIELD INFRASTRUCTURE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,192 shares; 2026Q1: 37,563 shares 37,563 $408K 0.01% +371 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,493 shares; 2024Q4: 9,128 shares; 2025Q1: 7,913 shares; 2025Q2: 6,104 shares; 2025Q3: 5,230 shares; 2025Q4: 5,716 shares; 2026Q1: 5,677 shares 5,677 $408K 0.01% -39 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: 13,602 shares; 2024Q4: 13,040 shares; 2025Q1: 13,169 shares; 2025Q2: 12,933 shares; 2025Q3: 12,530 shares; 2025Q4: 12,409 shares; 2026Q1: 12,344 shares 12,344 $407K 0.01% -65 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: 5,892 shares; 2024Q4: 5,098 shares; 2025Q1: 4,831 shares; 2025Q2: 4,876 shares; 2025Q3: 4,921 shares; 2025Q4: 4,982 shares; 2026Q1: 5,213 shares 5,213 $402K 0.01% +231 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: 650,588 shares; 2024Q4: 786,070 shares; 2025Q1: 806,342 shares; 2025Q2: 1,086,165 shares; 2025Q3: 245,440 shares; 2025Q4: 25,981 shares; 2026Q1: 23,301 shares 23,301 $402K 0.01% -2,680 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,950 shares; 2025Q1: 1,852 shares; 2025Q2: 1,797 shares; 2025Q3: 1,497 shares; 2025Q4: 1,635 shares; 2026Q1: 1,613 shares 1,613 $399K 0.01% -22 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,830 shares; 2025Q1: 3,107 shares; 2025Q2: 3,700 shares; 2025Q3: 5,996 shares; 2025Q4: 6,740 shares; 2026Q1: 6,695 shares 6,695 $394K 0.01% -45 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,400 shares 2,400 $393K 0.01% -600 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,445 shares; 2024Q4: 143,937 shares; 2025Q1: 83,257 shares; 2025Q2: 63,917 shares; 2025Q3: 45,057 shares; 2025Q4: 39,217 shares; 2026Q1: 32,157 shares 32,157 $392K 0.01% -7,060 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: 11,517 shares; 2024Q4: 10,454 shares; 2025Q1: 10,391 shares; 2025Q2: 10,141 shares; 2025Q3: 7,216 shares; 2025Q4: 6,270 shares; 2026Q1: 6,270 shares 6,270 $388K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 909 shares; 2025Q4: 980 shares; 2026Q1: 977 shares 977 $388K 0.01% -3 Timeline XLF 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: 6,550 shares; 2024Q4: 6,551 shares; 2025Q1: 6,838 shares; 2025Q2: 6,839 shares; 2025Q3: 7,736 shares; 2025Q4: 7,774 shares; 2026Q1: 7,778 shares 7,778 $384K 0.01% +4 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,230 shares 3,230 $381K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,907 shares; 2025Q1: 2,209 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares 2,412 $379K 0.01% 0 Timeline IGIB 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: 7,270 shares; 2024Q4: 8,076 shares; 2025Q1: 7,086 shares; 2025Q2: 7,086 shares; 2025Q3: 7,911 shares; 2025Q4: 7,689 shares; 2026Q1: 7,021 shares 7,021 $374K 0.01% -668 Timeline HAP 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: 5,141 shares; 2024Q4: 5,141 shares; 2025Q1: 5,141 shares; 2025Q2: 5,141 shares; 2025Q3: 5,141 shares; 2025Q4: 5,141 shares; 2026Q1: 5,141 shares 5,141 $373K 0.01% 0 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: 366 shares; 2024Q4: 405 shares; 2025Q1: 362 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 381 shares; 2026Q1: 378 shares 378 $371K 0.01% -3 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,313 shares; 2025Q1: 2,292 shares; 2025Q2: 2,906 shares; 2025Q3: 2,068 shares; 2025Q4: 2,511 shares; 2026Q1: 3,255 shares 3,255 $369K 0.01% +744 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: 1,883 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,528 shares; 2026Q1: 2,528 shares 2,528 $368K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 4,967 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 8,471 shares; 2025Q4: 7,051 shares; 2026Q1: 6,970 shares 6,970 $368K 0.01% -81 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 893 shares; 2025Q1: 826 shares; 2025Q2: 5,796 shares; 2025Q3: 7,262 shares; 2025Q4: 12,252 shares; 2026Q1: 12,252 shares 12,252 $367K 0.01% 0 Timeline ULBI ULTRALIFE CORP More: the full row for ULTRALIFE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,759 shares; 2025Q3: 105,321 shares; 2025Q4: 46,149 shares; 2026Q1: 56,169 shares 56,169 $366K 0.01% +10,020 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,689 shares; 2025Q1: 3,319 shares; 2025Q2: 3,411 shares; 2025Q3: 2,971 shares; 2025Q4: 5,071 shares; 2026Q1: 5,047 shares 5,047 $365K 0.01% -24 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,363 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,300 shares; 2026Q1: 1,336 shares 1,336 $364K 0.01% +36 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: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 2,751 shares; 2025Q3: 2,707 shares; 2025Q4: 4,494 shares; 2026Q1: 3,275 shares 3,275 $359K 0.01% -1,219 Timeline SURE 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: 2,810 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares 2,810 $357K 0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 14,700 shares; 2025Q1: 14,700 shares; 2025Q2: 14,700 shares; 2025Q3: 14,700 shares; 2025Q4: 14,700 shares; 2026Q1: 14,700 shares 14,700 $357K 0.01% 0 Timeline IBDR 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: 12,726 shares; 2024Q4: 14,471 shares; 2025Q1: 14,473 shares; 2025Q2: 14,477 shares; 2025Q3: 11,976 shares; 2025Q4: 14,660 shares; 2026Q1: 14,661 shares 14,661 $355K 0.01% +1 Timeline MILLENNIUM USA HEDGEFOCUS F… MILLENNIUM USA HEDGEFOCUS FUND More: the full row for MILLENNIUM USA HEDGEFOCUS FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,300 shares; 2024Q4: 304,691 shares; 2025Q1: 320,546 shares; 2025Q2: 314,092 shares; 2025Q3: 331,336 shares; 2025Q4: 342,884 shares; 2026Q1: 354,522 shares 354,522 $355K 0.01% +11,638 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,076 shares; 2025Q1: 2,807 shares; 2025Q2: 2,653 shares; 2025Q3: 1,956 shares; 2025Q4: 2,261 shares; 2026Q1: 2,310 shares 2,310 $353K 0.01% +49 Timeline OPRX OPTIMIZERX CORP More: the full row for OPTIMIZERX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,637 shares 55,637 $349K 0.01% new Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,928 shares; 2026Q1: 18,203 shares 18,203 $345K 0.01% +16,275 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: 1,665 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares; 2025Q3: 3,385 shares; 2025Q4: 3,385 shares; 2026Q1: 3,385 shares 3,385 $341K 0.01% 0 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,613 shares; 2026Q1: 3,613 shares 3,613 $340K 0.01% 0 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 12,336 shares; 2025Q1: 12,336 shares; 2025Q2: 12,336 shares; 2025Q3: 9,711 shares; 2025Q4: 9,711 shares; 2026Q1: 25,719 shares 25,719 $338K 0.01% +16,008 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,680 shares; 2025Q1: 1,681 shares; 2025Q2: 1,616 shares; 2025Q3: 1,489 shares; 2025Q4: 1,488 shares; 2026Q1: 1,504 shares 1,504 $333K 0.01% +16 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,200 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $331K 0.01% 0 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,771 shares; 2024Q4: 48,871 shares; 2025Q1: 48,871 shares; 2025Q2: 35,254 shares; 2025Q3: 35,254 shares; 2025Q4: 35,254 shares; 2026Q1: 65,254 shares 65,254 $331K 0.01% +30,000 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,881 shares; 2025Q1: 1,321 shares; 2025Q2: 2,316 shares; 2025Q3: not reported; 2025Q4: 5,338 shares; 2026Q1: 4,282 shares 4,282 $328K 0.01% -1,056 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,650 shares; 2024Q4: 10,025 shares; 2025Q1: 10,025 shares; 2025Q2: 10,400 shares; 2025Q3: 10,225 shares; 2025Q4: 10,423 shares; 2026Q1: 8,757 shares 8,757 $326K 0.01% -1,666 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,895 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,391 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares 1,306 $325K 0.01% 0 Timeline PSYTF PASON SYSTEMS INC (F) More: the full row for PASON SYSTEMS INC (F) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,781 shares; 2024Q4: 159,515 shares; 2025Q1: 222,123 shares; 2025Q2: 256,977 shares; 2025Q3: 251,334 shares; 2025Q4: 130,018 shares; 2026Q1: 34,010 shares 34,010 $323K 0.01% -96,008 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: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,201 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,267 shares 1,267 $322K 0.01% +41 Timeline PARTNERS GROUP PRIVATE EQUI… PARTNERS GROUP PRIVATE EQUITY More: the full row for PARTNERS GROUP PRIVATE EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,924 shares; 2024Q4: 115,845 shares; 2025Q1: 138,919 shares; 2025Q2: 138,919 shares; 2025Q3: 138,919 shares; 2025Q4: 171,343 shares; 2026Q1: 143,674 shares 143,674 $319K 0.01% -27,669 FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,160 shares; 2025Q4: 11,840 shares; 2026Q1: 11,430 shares 11,430 $319K 0.01% -410 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 3,114 shares; 2025Q1: 1,142 shares; 2025Q2: 577 shares; 2025Q3: 537 shares; 2025Q4: 674 shares; 2026Q1: 814 shares 814 $318K 0.01% +140 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,141 shares; 2024Q4: 21,141 shares; 2025Q1: 19,581 shares; 2025Q2: 19,581 shares; 2025Q3: 18,481 shares; 2025Q4: 18,481 shares; 2026Q1: 18,481 shares 18,481 $316K 0.01% 0 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,476 shares; 2024Q4: 24,892 shares; 2025Q1: 18,560 shares; 2025Q2: 21,560 shares; 2025Q3: 18,470 shares; 2025Q4: 18,470 shares; 2026Q1: 22,887 shares 22,887 $315K 0.01% +4,417 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,710 shares; 2026Q1: 73,010 shares 73,010 $315K 0.01% +38,300 Timeline LNGX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,705 shares 6,705 $313K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 4,991 shares; 2025Q1: 5,917 shares; 2025Q2: 6,720 shares; 2025Q3: 6,582 shares; 2025Q4: 7,665 shares; 2026Q1: 6,261 shares 6,261 $312K 0.01% -1,404 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,238 shares; 2024Q4: 16,044 shares; 2025Q1: 15,878 shares; 2025Q2: 11,033 shares; 2025Q3: 9,116 shares; 2025Q4: 8,932 shares; 2026Q1: 9,157 shares 9,157 $311K 0.01% +225 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,030 shares; 2024Q4: 53,480 shares; 2025Q1: 50,650 shares; 2025Q2: 50,650 shares; 2025Q3: 50,650 shares; 2025Q4: 50,650 shares; 2026Q1: 11,350 shares 11,350 $311K 0.01% -39,300 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,417 shares; 2024Q4: 39,906 shares; 2025Q1: 40,256 shares; 2025Q2: 34,363 shares; 2025Q3: 19,263 shares; 2025Q4: 12,848 shares; 2026Q1: 12,095 shares 12,095 $308K 0.01% -753 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,687 shares; 2025Q1: 5,448 shares; 2025Q2: 5,391 shares; 2025Q3: 5,391 shares; 2025Q4: 5,696 shares; 2026Q1: 5,428 shares 5,428 $306K 0.01% -268 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,159 shares; 2025Q1: 3,159 shares; 2025Q2: 3,159 shares; 2025Q3: 3,336 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares 3,398 $304K 0.01% 0 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $304K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,535 shares 1,535 $303K 0.01% new Timeline FORTRESS NET LEASE REIT CLA… FORTRESS NET LEASE REIT CLASS More: the full row for FORTRESS NET LEASE REIT CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,973 shares; 2024Q4: 23,794 shares; 2025Q1: 28,702 shares; 2025Q2: 28,702 shares; 2025Q3: 28,702 shares; 2025Q4: 28,702 shares; 2026Q1: 28,702 shares 28,702 $302K 0.01% 0 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: 3,350 shares; 2024Q4: 3,084 shares; 2025Q1: 11,070 shares; 2025Q2: 13,055 shares; 2025Q3: 7,242 shares; 2025Q4: 1,220 shares; 2026Q1: 2,008 shares 2,008 $301K 0.01% +788 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: 3,947 shares; 2024Q4: 2,703 shares; 2025Q1: 2,631 shares; 2025Q2: 2,246 shares; 2025Q3: 1,987 shares; 2025Q4: 1,840 shares; 2026Q1: 1,782 shares 1,782 $301K 0.01% -58 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 947 shares; 2026Q1: 981 shares 981 $298K 0.01% +34 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 3,239 shares; 2025Q1: 3,360 shares; 2025Q2: 2,805 shares; 2025Q3: 3,215 shares; 2025Q4: 3,106 shares; 2026Q1: 3,106 shares 3,106 $298K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,960 shares; 2024Q4: 12,971 shares; 2025Q1: 3,166 shares; 2025Q2: 3,223 shares; 2025Q3: 2,623 shares; 2025Q4: 3,717 shares; 2026Q1: 5,317 shares 5,317 $293K 0.01% +1,600 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,100 shares 9,100 $293K 0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares 2,879 $290K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 895 shares; 2025Q1: 794 shares; 2025Q2: 829 shares; 2025Q3: 823 shares; 2025Q4: 867 shares; 2026Q1: 877 shares 877 $286K 0.01% +10 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 9,030 shares; 2025Q1: 9,055 shares; 2025Q2: 11,049 shares; 2025Q3: 10,824 shares; 2025Q4: 7,264 shares; 2026Q1: 7,339 shares 7,339 $285K 0.01% +75 Timeline WCCB WEST COAST COMMUNITY BANCORP More: the full row for WEST COAST COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,360 shares; 2025Q3: 6,860 shares; 2025Q4: 5,800 shares; 2026Q1: 5,970 shares 5,970 $284K 0.01% +170 Timeline FNDX 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: 84 shares; 2024Q4: 252 shares; 2025Q1: 6,602 shares; 2025Q2: 1,966 shares; 2025Q3: 1,713 shares; 2025Q4: 8,815 shares; 2026Q1: 10,173 shares 10,173 $283K 0.01% +1,358 Timeline SCHM 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: 3,202 shares; 2024Q4: 9,606 shares; 2025Q1: 9,606 shares; 2025Q2: 11,343 shares; 2025Q3: 9,606 shares; 2025Q4: 9,606 shares; 2026Q1: 9,102 shares 9,102 $282K 0.01% -504 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,475 shares; 2025Q1: 1,325 shares; 2025Q2: 1,273 shares; 2025Q3: 1,553 shares; 2025Q4: 1,582 shares; 2026Q1: 1,557 shares 1,557 $282K 0.01% -25 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 6,256 shares; 2025Q1: 6,511 shares; 2025Q2: 6,522 shares; 2025Q3: 9,683 shares; 2025Q4: 9,235 shares; 2026Q1: 9,239 shares 9,239 $280K 0.01% +4 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares 2,625 $278K 0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,150 shares; 2024Q4: 11,927 shares; 2025Q1: 11,927 shares; 2025Q2: 11,711 shares; 2025Q3: 11,611 shares; 2025Q4: 9,535 shares; 2026Q1: 9,535 shares 9,535 $276K 0.01% 0 Timeline PGF 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: 10,150 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $275K 0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 11,550 shares; 2025Q1: 11,550 shares; 2025Q2: 11,550 shares; 2025Q3: 7,350 shares; 2025Q4: 8,350 shares; 2026Q1: 7,350 shares 7,350 $275K 0.01% -1,000 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,552 shares; 2024Q4: 24,552 shares; 2025Q1: 255,854 shares; 2025Q2: 24,052 shares; 2025Q3: 24,052 shares; 2025Q4: 24,052 shares; 2026Q1: 24,792 shares 24,792 $274K 0.01% +740 Timeline FLOT 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: 4,162 shares; 2024Q4: 3,603 shares; 2025Q1: 4,661 shares; 2025Q2: 4,676 shares; 2025Q3: 5,540 shares; 2025Q4: 5,359 shares; 2026Q1: 5,367 shares 5,367 $273K 0.01% +8 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: 345 shares; 2024Q4: 616 shares; 2025Q1: 710 shares; 2025Q2: 767 shares; 2025Q3: 794 shares; 2025Q4: 919 shares; 2026Q1: 919 shares 919 $271K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 3,669 shares; 2025Q3: 3,209 shares; 2025Q4: 4,275 shares; 2026Q1: 4,500 shares 4,500 $270K 0.01% +225 Timeline VANGUARD MORTGAGE-BACKED SE… VANGUARD MORTGAGE-BACKED SECUR More: the full row for VANGUARD MORTGAGE-BACKED SECUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,446 shares; 2025Q1: 4,464 shares; 2025Q2: 4,493 shares; 2025Q3: 5,581 shares; 2025Q4: 5,632 shares; 2026Q1: 5,657 shares 5,657 $266K 0.01% +25 SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,375 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $266K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 4,900 shares; 2025Q1: 4,797 shares; 2025Q2: 4,872 shares; 2025Q3: 4,939 shares; 2025Q4: 5,986 shares; 2026Q1: 4,602 shares 4,602 $265K 0.01% -1,384 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 reported; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,285 shares 5,285 $263K 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: 970 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,304 shares; 2025Q3: 2,104 shares; 2025Q4: 2,791 shares; 2026Q1: 2,996 shares 2,996 $262K 0.01% +205 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 1,249 shares; 2025Q1: 1,605 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 2,048 shares; 2026Q1: 2,065 shares 2,065 $261K 0.01% +17 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 22,864 shares; 2025Q1: 27,839 shares; 2025Q2: 27,523 shares; 2025Q3: 27,523 shares; 2025Q4: 25,423 shares; 2026Q1: 12,718 shares 12,718 $260K 0.01% -12,705 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: 1,008 shares; 2024Q4: 808 shares; 2025Q1: 868 shares; 2025Q2: 1,123 shares; 2025Q3: 1,174 shares; 2025Q4: 1,179 shares; 2026Q1: 1,473 shares 1,473 $257K 0.01% +294 Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,783 shares; 2024Q4: 24,783 shares; 2025Q1: 24,783 shares; 2025Q2: 24,783 shares; 2025Q3: 24,783 shares; 2025Q4: 24,333 shares; 2026Q1: 24,333 shares 24,333 $256K 0.01% 0 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,481 shares; 2024Q4: 15,981 shares; 2025Q1: 15,981 shares; 2025Q2: 15,981 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares; 2026Q1: 14,900 shares 14,900 $256K 0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,648 shares; 2025Q1: 13,138 shares; 2025Q2: 14,390 shares; 2025Q3: 16,103 shares; 2025Q4: 15,240 shares; 2026Q1: 14,989 shares 14,989 $256K 0.01% -251 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: 2,215 shares; 2024Q4: 4,430 shares; 2025Q1: 4,456 shares; 2025Q2: 5,400 shares; 2025Q3: 6,400 shares; 2025Q4: 10,457 shares; 2026Q1: 9,608 shares 9,608 $256K 0.01% -849 Timeline DIVO 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: 3,232 shares; 2024Q4: 5,429 shares; 2025Q1: 5,469 shares; 2025Q2: 5,509 shares; 2025Q3: 5,549 shares; 2025Q4: 5,652 shares; 2026Q1: 5,694 shares 5,694 $255K 0.01% +42 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,112 shares; 2026Q1: 1,159 shares 1,159 $254K 0.01% +47 Timeline HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,436 shares; 2024Q4: not reported; 2025Q1: 26,619 shares; 2025Q2: 26,619 shares; 2025Q3: 26,369 shares; 2025Q4: 25,959 shares; 2026Q1: 25,069 shares 25,069 $250K 0.01% -890 Timeline VONE 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: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 845 shares 845 $249K 0.01% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 250 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 620 shares; 2025Q4: 755 shares; 2026Q1: 770 shares 770 $247K 0.01% +15 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares 11,700 $247K 0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $247K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 904 shares; 2026Q1: 928 shares 928 $247K 0.01% +24 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $246K 0.01% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,080 shares; 2025Q1: 4,082 shares; 2025Q2: 3,302 shares; 2025Q3: 3,303 shares; 2025Q4: 3,253 shares; 2026Q1: 3,253 shares 3,253 $245K 0.01% 0 Timeline XLI 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,589 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,487 shares; 2026Q1: 1,491 shares 1,491 $241K 0.01% +4 Timeline XLV 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: 1,382 shares; 2024Q4: 1,700 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,674 shares; 2025Q4: 1,639 shares; 2026Q1: 1,639 shares 1,639 $240K 0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 3,467 shares; 2026Q1: 3,467 shares 3,467 $240K 0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 1,244 shares; 2026Q1: 1,451 shares 1,451 $239K 0.01% +207 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,905 shares; 2024Q4: 6,650 shares; 2025Q1: 15,923 shares; 2025Q2: 16,138 shares; 2025Q3: 9,813 shares; 2025Q4: 9,010 shares; 2026Q1: 9,010 shares 9,010 $238K 0.01% 0 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: 869 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,450 shares; 2025Q3: 4,344 shares; 2025Q4: 8,688 shares; 2026Q1: 5,188 shares 5,188 $238K 0.01% -3,500 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: 235 shares; 2024Q4: 235 shares; 2025Q1: 226 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 213 shares; 2026Q1: 218 shares 218 $238K 0.01% +5 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,383 shares; 2026Q1: 1,342 shares 1,342 $237K 0.01% -41 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: 442 shares; 2024Q4: 666 shares; 2025Q1: 629 shares; 2025Q2: 572 shares; 2025Q3: 763 shares; 2025Q4: 1,161 shares; 2026Q1: 1,313 shares 1,313 $237K 0.01% +152 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 455 shares; 2025Q1: 255 shares; 2025Q2: 3,270 shares; 2025Q3: 3,155 shares; 2025Q4: 3,155 shares; 2026Q1: 3,155 shares 3,155 $235K <0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $234K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800,367 shares; 2024Q4: 745,995 shares; 2025Q1: 595,655 shares; 2025Q2: 603,055 shares; 2025Q3: 445,838 shares; 2025Q4: 276,309 shares; 2026Q1: 11,242 shares 11,242 $233K <0.01% -265,067 Timeline CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,800 shares; 2025Q1: 48,800 shares; 2025Q2: 48,800 shares; 2025Q3: 48,800 shares; 2025Q4: 48,800 shares; 2026Q1: 46,640 shares 46,640 $229K <0.01% -2,160 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: 6,044 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 6,444 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,323 shares 6,323 $229K <0.01% +23 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,958 shares; 2025Q4: 2,028 shares; 2026Q1: 2,030 shares 2,030 $228K <0.01% +2 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,122 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 1,671 shares; 2026Q1: 1,671 shares 1,671 $227K <0.01% 0 Timeline SCHA 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: 2,240 shares; 2024Q4: 4,480 shares; 2025Q1: 7,220 shares; 2025Q2: 5,730 shares; 2025Q3: 5,289 shares; 2025Q4: 7,336 shares; 2026Q1: 7,753 shares 7,753 $225K <0.01% +417 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,030 shares 89,030 $225K <0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,469 shares; 2024Q4: 18,469 shares; 2025Q1: 18,056 shares; 2025Q2: 17,677 shares; 2025Q3: 17,428 shares; 2025Q4: 16,516 shares; 2026Q1: 15,585 shares 15,585 $224K <0.01% -931 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,122 shares; 2025Q2: 1,014 shares; 2025Q3: 807 shares; 2025Q4: 749 shares; 2026Q1: 1,056 shares 1,056 $221K <0.01% +307 Timeline FTCO FORTITUDE GOLD CORP More: the full row for FORTITUDE GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,630 shares; 2026Q1: 44,510 shares 44,510 $221K <0.01% +34,880 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: 49,000 shares; 2024Q4: 36,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,230 shares; 2025Q4: 5,255 shares; 2026Q1: 7,605 shares 7,605 $219K <0.01% +2,350 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,000 shares; 2026Q1: 12,100 shares 12,100 $218K <0.01% -108,900 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 2,117 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 2,277 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares 2,965 $216K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 2,048 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 4,027 shares; 2026Q1: 4,402 shares 4,402 $215K <0.01% +375 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 1,305 shares; 2026Q1: 2,779 shares 2,779 $215K <0.01% +1,474 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 4,610 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,485 shares; 2025Q4: 3,810 shares; 2026Q1: 4,310 shares 4,310 $214K <0.01% +500 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 935 shares; 2025Q2: 1,024 shares; 2025Q3: 1,257 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares 1,290 $214K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173 shares; 2025Q3: 169 shares; 2025Q4: 6,688 shares; 2026Q1: 6,496 shares 6,496 $213K <0.01% -192 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: 399 shares; 2024Q4: 401 shares; 2025Q1: 403 shares; 2025Q2: 1,063 shares; 2025Q3: 974 shares; 2025Q4: 1,294 shares; 2026Q1: 1,225 shares 1,225 $212K <0.01% -69 Timeline FFDF FFD FINL CORP More: the full row for FFD FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,811 shares; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,811 shares 4,811 $212K <0.01% 0 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,112 shares; 2025Q4: 19,112 shares; 2026Q1: 19,112 shares 19,112 $212K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 2,590 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares 2,660 $211K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,116 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 175 shares; 2025Q4: 243 shares; 2026Q1: 743 shares 743 $211K <0.01% +500 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 37 shares; 2025Q2: 519 shares; 2025Q3: 2,294 shares; 2025Q4: 3,257 shares; 2026Q1: 3,039 shares 3,039 $211K <0.01% -218 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,880 shares; 2024Q4: 208,140 shares; 2025Q1: 148,365 shares; 2025Q2: 148,365 shares; 2025Q3: 139,365 shares; 2025Q4: 92,265 shares; 2026Q1: 88,765 shares 88,765 $210K <0.01% -3,500 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 683 shares; 2025Q2: 698 shares; 2025Q3: 704 shares; 2025Q4: 737 shares; 2026Q1: 786 shares 786 $209K <0.01% +49 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,316 shares; 2026Q1: 1,543 shares 1,543 $209K <0.01% +227 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: 1,657 shares; 2025Q1: 2,032 shares; 2025Q2: 2,229 shares; 2025Q3: 1,730 shares; 2025Q4: 1,901 shares; 2026Q1: 1,901 shares 1,901 $209K <0.01% 0 Timeline ALYAF ALITHYA GROUP INC CL A SUB VTG More: the full row for ALITHYA GROUP INC CL A SUB VTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,179 shares; 2024Q4: 209,503 shares; 2025Q1: 209,503 shares; 2025Q2: 209,503 shares; 2025Q3: 209,503 shares; 2025Q4: 204,503 shares; 2026Q1: 204,503 shares 204,503 $208K <0.01% 0 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,960 shares 4,960 $207K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,808 shares; 2025Q1: 2,769 shares; 2025Q2: 2,806 shares; 2025Q3: 2,603 shares; 2025Q4: 3,023 shares; 2026Q1: 2,663 shares 2,663 $205K <0.01% -360 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 302 shares; 2025Q3: 252 shares; 2025Q4: 364 shares; 2026Q1: 380 shares 380 $204K <0.01% +16 Timeline ACCELERATE ARBITRAGE FUND ACCELERATE ARBITRAGE FUND More: the full row for ACCELERATE ARBITRAGE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $203K <0.01% 0 TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 700 shares; 2026Q1: 1,604 shares 1,604 $202K <0.01% +904 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,299 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,313 shares; 2026Q1: 1,297 shares 1,297 $202K <0.01% -16 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,154 shares; 2024Q4: 12,828 shares; 2025Q1: 12,828 shares; 2025Q2: 12,828 shares; 2025Q3: 12,064 shares; 2025Q4: 12,064 shares; 2026Q1: 12,064 shares 12,064 $202K <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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,637 shares; 2026Q1: 2,812 shares 2,812 $201K <0.01% +1,175 Timeline EEA EUROPEAN EQUITY FD INC More: the full row for EUROPEAN EQUITY FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,324 shares; 2025Q3: 20,324 shares; 2025Q4: 20,324 shares; 2026Q1: 20,324 shares 20,324 $201K <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: 948 shares; 2024Q4: 1,013 shares; 2025Q1: 1,150 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,478 shares; 2026Q1: 1,531 shares 1,531 $200K <0.01% +53 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 1,039 shares; 2026Q1: 1,083 shares 1,083 $200K <0.01% +44 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,604 shares; 2026Q1: 1,659 shares 1,659 $197K <0.01% +55 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,918 shares; 2026Q1: 2,122 shares 2,122 $194K <0.01% +204 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,150 shares; 2025Q1: 3,698 shares; 2025Q2: 3,848 shares; 2025Q3: 3,879 shares; 2025Q4: 4,102 shares; 2026Q1: 4,103 shares 4,103 $193K <0.01% +1 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,109 shares; 2025Q1: 2,624 shares; 2025Q2: 3,371 shares; 2025Q3: 3,371 shares; 2025Q4: 3,371 shares; 2026Q1: 3,528 shares 3,528 $193K <0.01% +157 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: 4,005 shares; 2024Q4: 2,930 shares; 2025Q1: 3,810 shares; 2025Q2: 4,166 shares; 2025Q3: 4,016 shares; 2025Q4: 4,016 shares; 2026Q1: 4,016 shares 4,016 $191K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 3,977 shares; 2025Q1: 2,977 shares; 2025Q2: 2,977 shares; 2025Q3: 3,277 shares; 2025Q4: 3,327 shares; 2026Q1: 3,327 shares 3,327 $190K <0.01% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,609 shares; 2025Q1: 1,609 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares 1,609 $189K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,722 shares; 2024Q4: 82,708 shares; 2025Q1: 89,042 shares; 2025Q2: 98,483 shares; 2025Q3: 72,140 shares; 2025Q4: 4,481 shares; 2026Q1: 4,419 shares 4,419 $188K <0.01% -62 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $187K <0.01% new Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares 5,900 $186K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 76 shares; 2025Q1: 195 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 301 shares; 2026Q1: 308 shares 308 $186K <0.01% +7 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,810 shares; 2026Q1: 3,205 shares 3,205 $185K <0.01% +395 Timeline MPX MARINE PRODS CORP More: the full row for MARINE PRODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,207 shares 25,207 $183K <0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,926 shares 1,926 $182K <0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 942 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 972 shares; 2026Q1: 1,126 shares 1,126 $182K <0.01% +154 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,137 shares; 2025Q4: 2,342 shares; 2026Q1: 2,391 shares 2,391 $180K <0.01% +49 Timeline TURF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares 5,086 $178K <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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 1,022 shares; 2026Q1: 1,030 shares 1,030 $177K <0.01% +8 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,666 shares; 2025Q1: 3,302 shares; 2025Q2: 3,619 shares; 2025Q3: 3,043 shares; 2025Q4: 2,881 shares; 2026Q1: 2,840 shares 2,840 $174K <0.01% -41 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 5,830 shares 5,830 $173K <0.01% +1,630 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,828 shares; 2025Q1: 6,828 shares; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares; 2025Q4: 6,328 shares; 2026Q1: 6,428 shares 6,428 $173K <0.01% +100 Timeline SPAB 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: 9,408 shares; 2024Q4: 7,035 shares; 2025Q1: 6,725 shares; 2025Q2: 6,547 shares; 2025Q3: 6,613 shares; 2025Q4: 6,702 shares; 2026Q1: 6,745 shares 6,745 $173K <0.01% +43 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 477 shares; 2025Q1: 476 shares; 2025Q2: 427 shares; 2025Q3: 425 shares; 2025Q4: 602 shares; 2026Q1: 646 shares 646 $172K <0.01% +44 Timeline EZM 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: 2,410 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares 2,560 $172K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 3,293 shares; 2025Q1: 5,005 shares; 2025Q2: 4,282 shares; 2025Q3: 5,217 shares; 2025Q4: 4,452 shares; 2026Q1: 4,469 shares 4,469 $172K <0.01% +17 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,074 shares; 2025Q1: 10,076 shares; 2025Q2: 3,825 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares; 2026Q1: 2,568 shares 2,568 $172K <0.01% -150 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 86 shares; 2026Q1: 99 shares 99 $171K <0.01% +13 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 689 shares; 2026Q1: 2,046 shares 2,046 $171K <0.01% +1,357 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 588 shares; 2025Q1: 800 shares; 2025Q2: 872 shares; 2025Q3: 2,046 shares; 2025Q4: 2,362 shares; 2026Q1: 2,393 shares 2,393 $170K <0.01% +31 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,129 shares; 2025Q1: 3,063 shares; 2025Q2: 2,557 shares; 2025Q3: 2,557 shares; 2025Q4: 2,622 shares; 2026Q1: 2,370 shares 2,370 $169K <0.01% -252 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 5,643 shares; 2025Q1: 5,315 shares; 2025Q2: 7,541 shares; 2025Q3: 5,500 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $168K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 496 shares; 2025Q1: 497 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 828 shares; 2026Q1: 884 shares 884 $168K <0.01% +56 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: 3,339 shares; 2024Q4: 3,487 shares; 2025Q1: 3,021 shares; 2025Q2: 3,019 shares; 2025Q3: 3,019 shares; 2025Q4: 2,995 shares; 2026Q1: 2,961 shares 2,961 $168K <0.01% -34 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: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 2,905 shares; 2026Q1: 1,970 shares 1,970 $167K <0.01% -935 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,916 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,310 shares; 2026Q1: 1,972 shares 1,972 $167K <0.01% -338 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 853 shares; 2025Q3: 855 shares; 2025Q4: 1,302 shares; 2026Q1: 1,428 shares 1,428 $167K <0.01% +126 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 reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,546 shares; 2026Q1: 1,666 shares 1,666 $167K <0.01% +120 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: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: 4,090 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,930 shares; 2026Q1: 4,090 shares 4,090 $167K <0.01% +160 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $165K <0.01% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 19,193 shares; 2025Q1: 24,343 shares; 2025Q2: 24,343 shares; 2025Q3: 24,343 shares; 2025Q4: 8,374 shares; 2026Q1: 8,374 shares 8,374 $164K <0.01% 0 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,500 shares; 2026Q1: 21,500 shares 21,500 $163K <0.01% -5,000 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: 252 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 542 shares; 2026Q1: 750 shares 750 $162K <0.01% +208 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $162K <0.01% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,477 shares 2,477 $161K <0.01% +77 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,720 shares 1,720 $161K <0.01% +75 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,100 shares 4,100 $160K <0.01% -300 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,501 shares; 2025Q1: 3,501 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $160K <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: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 672 shares; 2026Q1: 672 shares 672 $160K <0.01% 0 Timeline KHYB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares; 2026Q1: 6,671 shares 6,671 $159K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 505 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 4,131 shares; 2026Q1: 4,131 shares 4,131 $158K <0.01% 0 Timeline IEI 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 1,329 shares 1,329 $158K <0.01% +1,069 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 242 shares; 2026Q1: 2,094 shares 2,094 $157K <0.01% +1,852 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,432 shares; 2026Q1: 1,070 shares 1,070 $156K <0.01% -362 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 508 shares; 2025Q1: 445 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 889 shares; 2026Q1: 1,593 shares 1,593 $156K <0.01% +704 Timeline VIOO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,351 shares 1,351 $155K <0.01% +184 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,300 shares; 2025Q1: 1,302 shares; 2025Q2: 1,200 shares; 2025Q3: 790 shares; 2025Q4: 929 shares; 2026Q1: 929 shares 929 $154K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 122 shares; 2025Q1: 112 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 176 shares; 2026Q1: 211 shares 211 $154K <0.01% +35 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,934 shares; 2025Q1: 1,779 shares; 2025Q2: 2,191 shares; 2025Q3: 1,503 shares; 2025Q4: 1,546 shares; 2026Q1: 1,411 shares 1,411 $154K <0.01% -135 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $153K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 42 shares; 2025Q3: 2 shares; 2025Q4: 461 shares; 2026Q1: 664 shares 664 $153K <0.01% +203 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 1,681 shares; 2026Q1: 3,606 shares 3,606 $153K <0.01% +1,925 Timeline SMOT 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: 11,234 shares; 2024Q4: 10,586 shares; 2025Q1: 11,740 shares; 2025Q2: 13,058 shares; 2025Q3: 13,058 shares; 2025Q4: 13,058 shares; 2026Q1: 4,347 shares 4,347 $153K <0.01% -8,711 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares 1,009 $153K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 851 shares; 2025Q2: 1,505 shares; 2025Q3: 1,200 shares; 2025Q4: 1,445 shares; 2026Q1: 2,027 shares 2,027 $153K <0.01% +582 Timeline FUUFF F3 URANIUM CORP NEW (CANADA) More: the full row for F3 URANIUM CORP NEW (CANADA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661,866 shares; 2025Q4: 1,161,866 shares; 2026Q1: 1,161,866 shares 1,161,866 $152K <0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,031 shares 1,031 $152K <0.01% 0 Timeline SMC SUMMIT MIDSTREAM CORPORATION More: the full row for SUMMIT MIDSTREAM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,567 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares; 2026Q1: 5,027 shares 5,027 $152K <0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,311 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,333 shares; 2025Q4: 2,348 shares; 2026Q1: 2,348 shares 2,348 $152K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 1,215 shares; 2025Q4: 1,119 shares; 2026Q1: 1,160 shares 1,160 $152K <0.01% +41 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: 10,898 shares; 2024Q4: 8,647 shares; 2025Q1: 8,778 shares; 2025Q2: 7,636 shares; 2025Q3: 5,336 shares; 2025Q4: 3,295 shares; 2026Q1: 1,866 shares 1,866 $152K <0.01% -1,429 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,597 shares; 2025Q1: 5,597 shares; 2025Q2: 5,597 shares; 2025Q3: 5,597 shares; 2025Q4: 5,597 shares; 2026Q1: 5,597 shares 5,597 $151K <0.01% 0 Timeline CPPTL COPPER PROPERTY CTL PASS THR More: the full row for COPPER PROPERTY CTL PASS THR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,700 shares; 2024Q4: 112,760 shares; 2025Q1: 125,792 shares; 2025Q2: 86,202 shares; 2025Q3: 64,105 shares; 2025Q4: not reported; 2026Q1: 13,800 shares 13,800 $150K <0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,369 shares; 2026Q1: 1,463 shares 1,463 $147K <0.01% +94 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,543 shares; 2026Q1: 5,761 shares 5,761 $147K <0.01% -1,782 Timeline XLP 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: 2,466 shares; 2024Q4: 1,934 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares 1,790 $147K <0.01% 0 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: 2,385 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,780 shares; 2025Q3: 3,127 shares; 2025Q4: 3,142 shares; 2026Q1: 1,027 shares 1,027 $147K <0.01% -2,115 Timeline GORO GOLD RESOURCE CORP More: the full row for GOLD RESOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 122,176 shares 122,176 $147K <0.01% +92,176 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: 129 shares; 2024Q4: 264 shares; 2025Q1: 297 shares; 2025Q2: 426 shares; 2025Q3: 372 shares; 2025Q4: 827 shares; 2026Q1: 883 shares 883 $145K <0.01% +56 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,040 shares; 2025Q1: 1,030 shares; 2025Q2: 990 shares; 2025Q3: 1,010 shares; 2025Q4: 1,620 shares; 2026Q1: 1,640 shares 1,640 $145K <0.01% +20 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,398 shares; 2024Q4: 24,274 shares; 2025Q1: 21,889 shares; 2025Q2: 7,248 shares; 2025Q3: 7,774 shares; 2025Q4: 12,061 shares; 2026Q1: 12,485 shares 12,485 $144K <0.01% +424 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 378 shares; 2026Q1: 885 shares 885 $144K <0.01% +507 Timeline VGMS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 968 shares; 2025Q4: 2,212 shares; 2026Q1: 2,816 shares 2,816 $144K <0.01% +604 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,937 shares; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,937 shares; 2025Q3: 6,937 shares; 2025Q4: 6,937 shares; 2026Q1: 6,937 shares 6,937 $143K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,594 shares; 2026Q1: 5,500 shares 5,500 $142K <0.01% -94 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 959 shares; 2025Q3: 26 shares; 2025Q4: 4,286 shares; 2026Q1: 1,026 shares 1,026 $142K <0.01% -3,260 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 1,542 shares; 2026Q1: 1,679 shares 1,679 $142K <0.01% +137 Timeline MUB 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: 220 shares; 2024Q4: 360 shares; 2025Q1: 590 shares; 2025Q2: 56 shares; 2025Q3: 854 shares; 2025Q4: 933 shares; 2026Q1: 1,333 shares 1,333 $141K <0.01% +400 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $141K <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: 4,159 shares; 2024Q4: 3,762 shares; 2025Q1: 4,762 shares; 2025Q2: 4,750 shares; 2025Q3: 4,456 shares; 2025Q4: 26,155 shares; 2026Q1: 6,287 shares 6,287 $141K <0.01% -19,868 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,201 shares; 2025Q1: 1,167 shares; 2025Q2: 442 shares; 2025Q3: 521 shares; 2025Q4: 583 shares; 2026Q1: 825 shares 825 $141K <0.01% +242 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 704 shares; 2025Q2: 728 shares; 2025Q3: 1,228 shares; 2025Q4: 1,122 shares; 2026Q1: 1,144 shares 1,144 $140K <0.01% +22 Timeline SPDW 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: 485 shares; 2024Q4: 87 shares; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 1,470 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares 3,070 $140K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,593 shares; 2025Q1: 1,393 shares; 2025Q2: 1,289 shares; 2025Q3: 1,489 shares; 2025Q4: 1,153 shares; 2026Q1: 1,325 shares 1,325 $140K <0.01% +172 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,776 shares; 2025Q1: 2,776 shares; 2025Q2: 2,776 shares; 2025Q3: 2,776 shares; 2025Q4: 4,572 shares; 2026Q1: 2,776 shares 2,776 $140K <0.01% -1,796 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $139K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 23 shares; 2026Q1: 21 shares 21 $138K <0.01% -2 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $138K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 1,038 shares; 2026Q1: 1,043 shares 1,043 $138K <0.01% +5 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,069 shares; 2025Q1: 6,069 shares; 2025Q2: 6,069 shares; 2025Q3: 2,093 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares 2,093 $136K <0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares 2,965 $136K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 250 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 412 shares; 2026Q1: 507 shares 507 $135K <0.01% +95 Timeline IJS 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: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $135K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,023 shares; 2024Q4: 510,511 shares; 2025Q1: 366,031 shares; 2025Q2: 366,881 shares; 2025Q3: 382,761 shares; 2025Q4: 160,840 shares; 2026Q1: 10,225 shares 10,225 $134K <0.01% -150,615 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: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $134K <0.01% 0 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034 $133K <0.01% 0 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 4,000 shares 4,000 $133K <0.01% +3,963 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: 412 shares; 2024Q4: 412 shares; 2025Q1: 413 shares; 2025Q2: 424 shares; 2025Q3: 433 shares; 2025Q4: 491 shares; 2026Q1: 488 shares 488 $132K <0.01% -3 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 321,469 shares; 2025Q1: 220,703 shares; 2025Q2: 187,943 shares; 2025Q3: 7,020 shares; 2025Q4: 7,020 shares; 2026Q1: 7,020 shares 7,020 $132K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,445 shares; 2024Q4: 15,445 shares; 2025Q1: 14,960 shares; 2025Q2: 14,465 shares; 2025Q3: 14,141 shares; 2025Q4: 12,956 shares; 2026Q1: 11,745 shares 11,745 $132K <0.01% -1,211 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,181 shares; 2024Q4: 11,491 shares; 2025Q1: 10,984 shares; 2025Q2: 14,165 shares; 2025Q3: 10,658 shares; 2025Q4: 10,373 shares; 2026Q1: 10,373 shares 10,373 $131K <0.01% 0 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 7,670 shares; 2026Q1: 7,670 shares 7,670 $131K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 60 shares; 2026Q1: 383 shares 383 $131K <0.01% +323 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 796 shares; 2026Q1: 731 shares 731 $131K <0.01% -65 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 320 shares; 2025Q4: 330 shares; 2026Q1: 328 shares 328 $131K <0.01% -2 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,555 shares; 2026Q1: 1,838 shares 1,838 $130K <0.01% +283 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 1,656 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832 $130K <0.01% 0 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,190 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares 3,190 $130K <0.01% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 258 shares; 2026Q1: 2,113 shares 2,113 $130K <0.01% +1,855 Timeline VGK 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: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,134 shares; 2025Q3: 1,960 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $129K <0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,382 shares; 2025Q1: 7,149 shares; 2025Q2: 6,913 shares; 2025Q3: 6,758 shares; 2025Q4: 6,190 shares; 2026Q1: 5,611 shares 5,611 $129K <0.01% -579 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,132 shares; 2026Q1: 1,189 shares 1,189 $128K <0.01% +57 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 325 shares; 2025Q4: 379 shares; 2026Q1: 391 shares 391 $128K <0.01% +12 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 326 shares; 2026Q1: 326 shares 326 $128K <0.01% 0 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 4,000 shares 4,000 $127K <0.01% -1,000 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: 1,185 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $127K <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: 182 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 287 shares; 2025Q3: 309 shares; 2025Q4: 407 shares; 2026Q1: 1,005 shares 1,005 $127K <0.01% +598 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 1,046 shares; 2025Q1: 1,024 shares; 2025Q2: 1,066 shares; 2025Q3: 405 shares; 2025Q4: 600 shares; 2026Q1: 827 shares 827 $127K <0.01% +227 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 6,700 shares 6,700 $126K <0.01% +6,669 Timeline VV 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: 347 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $126K <0.01% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,438 shares 1,438 $124K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 670 shares; 2026Q1: 663 shares 663 $124K <0.01% -7 Timeline FPWR 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: 3,299 shares; 2024Q4: 3,299 shares; 2025Q1: 3,299 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,299 shares; 2026Q1: 3,299 shares 3,299 $123K <0.01% 0 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 2,600 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $122K <0.01% 0 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: 201 shares; 2024Q4: 210 shares; 2025Q1: 212 shares; 2025Q2: 237 shares; 2025Q3: 132 shares; 2025Q4: 264 shares; 2026Q1: 414 shares 414 $121K <0.01% +150 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $121K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares 1,484 $121K <0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 301 shares 301 $120K <0.01% +90 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,069 shares; 2026Q1: 3,069 shares 3,069 $120K <0.01% 0 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,965 shares; 2026Q1: 20,527 shares 20,527 $120K <0.01% +12,562 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,812 shares; 2025Q1: 3,237 shares; 2025Q2: 3,187 shares; 2025Q3: 2,937 shares; 2025Q4: 2,381 shares; 2026Q1: 3,210 shares 3,210 $118K <0.01% +829 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 776 shares; 2025Q1: 771 shares; 2025Q2: 776 shares; 2025Q3: 803 shares; 2025Q4: 890 shares; 2026Q1: 1,038 shares 1,038 $117K <0.01% +148 Timeline VGIT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 1,459 shares; 2026Q1: 1,966 shares 1,966 $117K <0.01% +507 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 450 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $116K <0.01% 0 Timeline VEOEY VEOLIA ENVIRONNEMENT-ADR More: the full row for VEOLIA ENVIRONNEMENT-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $115K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,227 shares; 2024Q4: 12,227 shares; 2025Q1: 11,843 shares; 2025Q2: 11,452 shares; 2025Q3: 11,195 shares; 2025Q4: 10,245 shares; 2026Q1: 9,287 shares 9,287 $115K <0.01% -958 Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,338 shares; 2024Q4: 22,338 shares; 2025Q1: 22,338 shares; 2025Q2: 22,338 shares; 2025Q3: 22,338 shares; 2025Q4: 22,338 shares; 2026Q1: 20,647 shares 20,647 $114K <0.01% -1,691 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 reported; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,130 shares; 2025Q4: 1,720 shares; 2026Q1: 1,726 shares 1,726 $113K <0.01% +6 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 1,464 shares; 2026Q1: 2,424 shares 2,424 $112K <0.01% +960 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares; 2026Q1: 2,261 shares 2,261 $112K <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: 28 shares; 2024Q4: 28 shares; 2025Q1: 30 shares; 2025Q2: 51 shares; 2025Q3: 61 shares; 2025Q4: 108 shares; 2026Q1: 465 shares 465 $111K <0.01% +357 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,351 shares; 2026Q1: 1,602 shares 1,602 $111K <0.01% +251 Timeline IPKW 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: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,041 shares; 2025Q3: 1,969 shares; 2025Q4: 1,969 shares; 2026Q1: 1,969 shares 1,969 $111K <0.01% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,249 shares 5,249 $110K <0.01% +249 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $110K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $110K <0.01% 0 Timeline XLY 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: 342 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 522 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares 1,004 $109K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $109K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,505 shares; 2024Q4: 12,200 shares; 2025Q1: 11,538 shares; 2025Q2: 10,773 shares; 2025Q3: 10,266 shares; 2025Q4: 8,221 shares; 2026Q1: 2,325 shares 2,325 $109K <0.01% -5,896 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 160 shares 160 $109K <0.01% +15 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 1,320 shares; 2026Q1: 1,852 shares 1,852 $108K <0.01% +532 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 113 shares; 2026Q1: 198 shares 198 $108K <0.01% +85 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 130 shares; 2025Q3: 262 shares; 2025Q4: 441 shares; 2026Q1: 447 shares 447 $107K <0.01% +6 Timeline KAYNE COMMERCIAL REAL ESTAT… KAYNE COMMERCIAL REAL ESTATE D More: the full row for KAYNE COMMERCIAL REAL ESTATE D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,489 shares; 2025Q2: 109,211 shares; 2025Q3: 109,055 shares; 2025Q4: 108,700 shares; 2026Q1: 107,039 shares 107,039 $107K <0.01% -1,661 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: 843 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 845 shares; 2025Q3: 1,345 shares; 2025Q4: 1,013 shares; 2026Q1: 1,304 shares 1,304 $107K <0.01% +291 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,026 shares; 2024Q4: 19,437 shares; 2025Q1: 19,437 shares; 2025Q2: 19,437 shares; 2025Q3: 18,437 shares; 2025Q4: 18,437 shares; 2026Q1: 19,070 shares 19,070 $106K <0.01% +633 Timeline TERRY CORP CONN COM TERRY CORP CONN COM More: the full row for TERRY CORP CONN COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $106K <0.01% 0 ALIMCO FINL CORP COM NEW ALIMCO FINL CORP COM NEW More: the full row for ALIMCO FINL CORP COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,146 shares; 2024Q4: 30,146 shares; 2025Q1: 30,146 shares; 2025Q2: 30,146 shares; 2025Q3: 30,146 shares; 2025Q4: 30,146 shares; 2026Q1: 30,146 shares 30,146 $106K <0.01% 0 UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 586 shares; 2026Q1: 1,134 shares 1,134 $104K <0.01% +548 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares 1,048 $104K <0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 296 shares 296 $104K <0.01% +154 Timeline VBK 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: 238 shares; 2024Q4: 932 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $103K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,769 shares; 2025Q3: 1,769 shares; 2025Q4: 2,075 shares; 2026Q1: 2,037 shares 2,037 $103K <0.01% -38 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,035 shares; 2024Q4: 19,035 shares; 2025Q1: 19,035 shares; 2025Q2: 19,035 shares; 2025Q3: 14,916 shares; 2025Q4: 4,619 shares; 2026Q1: 4,619 shares 4,619 $103K <0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,053 shares 1,053 $103K <0.01% -4 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: 898 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 780 shares; 2026Q1: 796 shares 796 $102K <0.01% +16 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,102 shares; 2025Q1: 1,088 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,265 shares; 2026Q1: 1,411 shares 1,411 $101K <0.01% +146 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,010 shares; 2025Q1: 993 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 813 shares; 2026Q1: 830 shares 830 $100K <0.01% +17 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 300 shares; 2025Q2: 1 shares; 2025Q3: 1,776 shares; 2025Q4: 1,675 shares; 2026Q1: 9,250 shares 9,250 $100K <0.01% +7,575 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 1,394 shares; 2025Q4: 370 shares; 2026Q1: 2,070 shares 2,070 $99.9K <0.01% +1,700 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 180 shares; 2025Q2: 280 shares; 2025Q3: 293 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $99.4K <0.01% 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,768 shares; 2026Q1: 2,266 shares 2,266 $99.3K <0.01% +498 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 815 shares 815 $99.1K <0.01% +652 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 993 shares 993 $98.7K <0.01% +842 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 1,223 shares; 2026Q1: 2,383 shares 2,383 $98.6K <0.01% +1,160 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 5,437 shares; 2025Q3: 4,313 shares; 2025Q4: 3,396 shares; 2026Q1: 2,896 shares 2,896 $97.9K <0.01% -500 Timeline XSD 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $97.8K <0.01% 0 Timeline BLACKSTONE REAL ESTATE INCO… BLACKSTONE REAL ESTATE INCOME More: the full row for BLACKSTONE REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,454 shares; 2024Q4: 6,517 shares; 2025Q1: 6,581 shares; 2025Q2: 6,646 shares; 2025Q3: 6,711 shares; 2025Q4: 6,777 shares; 2026Q1: 6,842 shares 6,842 $97.3K <0.01% +65 RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares 319 $97K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares; 2026Q1: 1,140 shares 1,140 $96.5K <0.01% +141 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 16,220 shares; 2026Q1: 16,220 shares 16,220 $95.9K <0.01% 0 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: 26,174 shares; 2024Q4: 7,566 shares; 2025Q1: 4,524 shares; 2025Q2: 1,770 shares; 2025Q3: 1,108 shares; 2025Q4: 992 shares; 2026Q1: 1,457 shares 1,457 $95.1K <0.01% +465 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 6,248 shares; 2025Q1: 3,668 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares; 2026Q1: 2,658 shares 2,658 $95.1K <0.01% -393 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares 1,864 $95.1K <0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 4,283 shares; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares; 2026Q1: 3,783 shares 3,783 $94.8K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 396 shares; 2026Q1: 448 shares 448 $94.7K <0.01% +52 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,819 shares; 2026Q1: 4,316 shares 4,316 $93.9K <0.01% +1,497 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,595 shares; 2025Q1: 1,614 shares; 2025Q2: 1,635 shares; 2025Q3: 1,657 shares; 2025Q4: 1,681 shares; 2026Q1: 1,783 shares 1,783 $93.8K <0.01% +102 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 176 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 185 shares; 2026Q1: 190 shares 190 $93.2K <0.01% +5 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares 1,831 $92.8K <0.01% 0 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 911 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 712 shares 712 $92.7K <0.01% -63 Timeline BLACKSTONE PRIVATE CREDIT F… BLACKSTONE PRIVATE CREDIT FUND More: the full row for BLACKSTONE PRIVATE CREDIT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,345 shares; 2025Q1: 3,433 shares; 2025Q2: 3,523 shares; 2025Q3: 3,617 shares; 2025Q4: 3,707 shares; 2026Q1: 3,799 shares 3,799 $92.6K <0.01% +92 AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 843 shares; 2026Q1: 912 shares 912 $92.5K <0.01% +69 Timeline PRU GIA PRU GIA More: the full row for PRU GIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,817 shares; 2024Q4: 75,961 shares; 2025Q1: 76,090 shares; 2025Q2: 76,287 shares; 2025Q3: 76,435 shares; 2025Q4: 76,567 shares; 2026Q1: 74,532 shares 74,532 $92.4K <0.01% -2,035 DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 829 shares; 2025Q1: 831 shares; 2025Q2: 834 shares; 2025Q3: 836 shares; 2025Q4: 839 shares; 2026Q1: 840 shares 840 $91.8K <0.01% +1 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,680 shares; 2025Q1: 1,802 shares; 2025Q2: 1,869 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares 1,656 $91K <0.01% 0 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: 952 shares; 2024Q4: 952 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares 1,820 $90.9K <0.01% 0 Timeline XLC 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: 889 shares; 2024Q4: 861 shares; 2025Q1: 945 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $90.7K <0.01% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 4,104 shares; 2025Q1: 4,104 shares; 2025Q2: 4,104 shares; 2025Q3: 4,104 shares; 2025Q4: 4,104 shares; 2026Q1: 4,104 shares 4,104 $89.8K <0.01% 0 Timeline SOFTBANK GROUP CORP SOFTBANK GROUP CORP More: the full row for SOFTBANK GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $89.6K <0.01% new CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,460 shares; 2025Q1: 1,360 shares; 2025Q2: 1,210 shares; 2025Q3: 1,010 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $88.9K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 29 shares; 2026Q1: 70 shares 70 $88.3K <0.01% +41 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,551 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 3,762 shares; 2026Q1: 3,862 shares 3,862 $88.1K <0.01% +100 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 2,276 shares; 2026Q1: 2,526 shares 2,526 $87.9K <0.01% +250 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares 4,230 $87.6K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,215 shares; 2025Q2: 1,712 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares 1,812 $87.6K <0.01% 0 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: 200 shares; 2024Q4: 500 shares; 2025Q1: 460 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 182 shares; 2026Q1: 416 shares 416 $87K <0.01% +234 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $86.7K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares; 2026Q1: 2,207 shares 2,207 $86.2K <0.01% +1,989 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 800 shares; 2026Q1: 4,715 shares 4,715 $86K <0.01% +3,915 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: 395 shares 395 $86K <0.01% +274 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $86K <0.01% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 3,515 shares; 2026Q1: 3,593 shares 3,593 $85.8K <0.01% +78 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 385 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $85.6K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 1,011 shares; 2026Q1: 1,131 shares 1,131 $85.3K <0.01% +120 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares 1,807 $85K <0.01% 0 Timeline RDVY 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: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,243 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244 $85K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 134 shares; 2025Q1: 3,078 shares; 2025Q2: 513 shares; 2025Q3: 514 shares; 2025Q4: 4,079 shares; 2026Q1: 2,612 shares 2,612 $84.7K <0.01% -1,467 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: 205 shares; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares 1,868 $84.6K <0.01% 0 Timeline PTUUF PUREPOINT URANIUM GROUP INC More: the full row for PUREPOINT URANIUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,644 shares; 2025Q4: 278,644 shares; 2026Q1: 278,644 shares 278,644 $84.4K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 431 shares; 2025Q1: 436 shares; 2025Q2: 1,312 shares; 2025Q3: 1,340 shares; 2025Q4: 1,643 shares; 2026Q1: 1,819 shares 1,819 $84.4K <0.01% +176 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,798 shares 1,798 $84.2K <0.01% +198 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: 224 shares; 2024Q4: 224 shares; 2025Q1: 227 shares; 2025Q2: 400 shares; 2025Q3: 440 shares; 2025Q4: 825 shares; 2026Q1: 931 shares 931 $84.2K <0.01% +106 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,544 shares; 2025Q1: 3,408 shares; 2025Q2: 3,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,052 shares; 2026Q1: 1,663 shares 1,663 $84.2K <0.01% -389 Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $84.1K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,371 shares; 2026Q1: 1,750 shares 1,750 $83.9K <0.01% +379 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 1,121 shares 1,121 $83.9K <0.01% +601 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 376 shares; 2026Q1: 438 shares 438 $83.2K <0.01% +62 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,653 shares; 2026Q1: 8,787 shares 8,787 $82.8K <0.01% +7,134 Timeline MITSUBISHI CORP MITSUBISHI CORP More: the full row for MITSUBISHI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,463 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares 2,463 $82.3K <0.01% 0 NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,712 shares; 2024Q4: 5,712 shares; 2025Q1: 5,712 shares; 2025Q2: 5,712 shares; 2025Q3: 5,712 shares; 2025Q4: 5,998 shares; 2026Q1: 5,712 shares 5,712 $82.1K <0.01% -286 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 528 shares; 2026Q1: 527 shares 527 $81.9K <0.01% -1 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: 2,137 shares; 2024Q4: 2,007 shares; 2025Q1: 2,006 shares; 2025Q2: 1,654 shares; 2025Q3: 1,147 shares; 2025Q4: 1,047 shares; 2026Q1: 938 shares 938 $81.3K <0.01% -109 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 70 shares; 2025Q1: 61 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $81.1K <0.01% 0 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535 shares; 2026Q1: 1,642 shares 1,642 $81.1K <0.01% +1,107 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,146 shares; 2026Q1: 2,146 shares 2,146 $81K <0.01% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: 1,620 shares 1,620 $80.9K <0.01% new Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 915 shares; 2025Q1: 2,157 shares; 2025Q2: 3,670 shares; 2025Q3: 6,521 shares; 2025Q4: 4,452 shares; 2026Q1: 4,554 shares 4,554 $80.8K <0.01% +102 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $80.5K <0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 872 shares 872 $80.5K <0.01% +45 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 2,395 shares; 2026Q1: 3,078 shares 3,078 $80.4K <0.01% +683 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: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 749 shares; 2026Q1: 694 shares 694 $80.3K <0.01% -55 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458 shares; 2026Q1: 618 shares 618 $80.2K <0.01% +160 Timeline HYG 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 1,007 shares 1,007 $80.1K <0.01% +680 Timeline MITSY MITSUI & CO LTD-SPONS ADR More: the full row for MITSUI & CO LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 103 shares 103 $79.9K <0.01% +9 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 1,958 shares 1,958 $79.2K <0.01% +1,431 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 552 shares 552 $78.7K <0.01% +419 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares 2,199 $78K <0.01% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares 3,190 $77.9K <0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 87 shares; 2025Q1: 84 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 1,033 shares; 2026Q1: 1,176 shares 1,176 $77.5K <0.01% +143 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 1,376 shares; 2026Q1: 1,840 shares 1,840 $77.3K <0.01% +464 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 6 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 50 shares; 2026Q1: 52 shares 52 $77K <0.01% +2 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: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 587 shares; 2026Q1: 587 shares 587 $77K <0.01% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares; 2026Q1: 1,494 shares 1,494 $76.7K <0.01% +264 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: 19,557 shares; 2024Q4: 4,987 shares; 2025Q1: 1,190 shares; 2025Q2: 410 shares; 2025Q3: 335 shares; 2025Q4: 360 shares; 2026Q1: 376 shares 376 $76.3K <0.01% +16 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,800 shares; 2026Q1: 10,100 shares 10,100 $76.3K <0.01% +2,300 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 464 shares 464 $75.9K <0.01% +59 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 890 shares; 2026Q1: 890 shares 890 $75.5K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 67 shares; 2026Q1: 144 shares 144 $75.3K <0.01% +77 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 528 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $75.2K <0.01% 0 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $75.1K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $74.8K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 115 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $74.7K <0.01% 0 Timeline DTD 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: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $74.6K <0.01% 0 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: 1,811 shares; 2024Q4: 1,776 shares; 2025Q1: 1,785 shares; 2025Q2: 1,520 shares; 2025Q3: 1,456 shares; 2025Q4: 1,373 shares; 2026Q1: 1,297 shares 1,297 $74.2K <0.01% -76 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 296 shares 296 $74.1K <0.01% +124 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 400 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 587 shares; 2026Q1: 630 shares 630 $74.1K <0.01% +43 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $74.1K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $73.9K <0.01% 0 Timeline IMBBY IMPERIAL BRANDS PLC-SPON ADR More: the full row for IMPERIAL BRANDS PLC-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $73.6K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 205 shares 205 $73.4K <0.01% +25 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $73.1K <0.01% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 264 shares 264 $72.2K <0.01% +79 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,335 shares; 2025Q3: 1,035 shares; 2025Q4: 1,096 shares; 2026Q1: 896 shares 896 $72.1K <0.01% -200 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares 1,865 $71.9K <0.01% 0 Timeline