SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,080 shares; 2024Q4: 29,102 shares; 2025Q1: 14,003 shares; 2025Q2: 14,013 shares; 2025Q3: 8,313 shares; 2025Q4: 8,712 shares; 2026Q1: 8,734 shares 8,734 $370K 0.01% +22 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,083 shares 24,083 $368K 0.01% new Timeline FTQI 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: 10,838 shares; 2026Q1: 18,497 shares 18,497 $368K 0.01% +7,659 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,880 shares 4,880 $368K 0.01% new Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 4,770 shares; 2025Q1: 4,759 shares; 2025Q2: 5,151 shares; 2025Q3: 5,489 shares; 2025Q4: 5,497 shares; 2026Q1: 6,725 shares 6,725 $368K 0.01% +1,228 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,458 shares; 2024Q4: 45,243 shares; 2025Q1: 45,243 shares; 2025Q2: 45,243 shares; 2025Q3: 45,617 shares; 2025Q4: 43,896 shares; 2026Q1: 46,117 shares 46,117 $366K 0.01% +2,221 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: not reported; 2026Q1: 11,002 shares 11,002 $366K 0.01% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,329 shares; 2025Q1: 5,605 shares; 2025Q2: 5,523 shares; 2025Q3: 5,244 shares; 2025Q4: 4,479 shares; 2026Q1: 4,211 shares 4,211 $366K 0.01% -268 Timeline FMAR 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: 8,830 shares; 2025Q2: 8,830 shares; 2025Q3: 4,983 shares; 2025Q4: 5,183 shares; 2026Q1: 7,538 shares 7,538 $366K 0.01% +2,355 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,115 shares 3,115 $365K 0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,019 shares; 2024Q4: 86,489 shares; 2025Q1: 95,636 shares; 2025Q2: 98,916 shares; 2025Q3: 97,636 shares; 2025Q4: 102,915 shares; 2026Q1: 14,940 shares 14,940 $364K 0.01% -87,975 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,435 shares 2,435 $364K 0.01% new Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,852 shares; 2025Q4: 18,396 shares; 2026Q1: 20,877 shares 20,877 $364K 0.01% +2,481 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,306 shares; 2025Q1: 19,360 shares; 2025Q2: 41,825 shares; 2025Q3: 66,777 shares; 2025Q4: 94,273 shares; 2026Q1: 96,673 shares 96,673 $363K 0.01% +2,400 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 5,588 shares; 2025Q1: 4,498 shares; 2025Q2: 4,772 shares; 2025Q3: 5,316 shares; 2025Q4: 5,316 shares; 2026Q1: 5,168 shares 5,168 $362K 0.01% -148 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,850 shares; 2025Q1: 14,850 shares; 2025Q2: 23,214 shares; 2025Q3: 34,090 shares; 2025Q4: 31,445 shares; 2026Q1: 32,807 shares 32,807 $362K 0.01% +1,362 Timeline 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: 1,591 shares; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 8,031 shares; 2025Q3: 4,038 shares; 2025Q4: 2,092 shares; 2026Q1: 2,320 shares 2,320 $360K 0.01% +228 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,383 shares; 2025Q2: 1,163 shares; 2025Q3: 1,202 shares; 2025Q4: 1,203 shares; 2026Q1: 1,748 shares 1,748 $360K 0.01% +545 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 15,142 shares 15,142 $359K 0.01% new Timeline SLQD 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: 6,582 shares; 2025Q4: 7,829 shares; 2026Q1: 7,114 shares 7,114 $359K 0.01% -715 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,825 shares; 2024Q4: 11,925 shares; 2025Q1: 11,717 shares; 2025Q2: 11,444 shares; 2025Q3: 10,269 shares; 2025Q4: 12,009 shares; 2026Q1: 10,793 shares 10,793 $359K 0.01% -1,216 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,405 shares; 2025Q2: 11,221 shares; 2025Q3: 11,221 shares; 2025Q4: 11,221 shares; 2026Q1: 11,221 shares 11,221 $358K 0.01% 0 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,157 shares; 2024Q4: 74,249 shares; 2025Q1: 74,249 shares; 2025Q2: 43,642 shares; 2025Q3: 50,488 shares; 2025Q4: 51,604 shares; 2026Q1: 51,937 shares 51,937 $358K 0.01% +333 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,390 shares 5,390 $358K 0.01% new Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 3,432 shares; 2025Q1: 3,640 shares; 2025Q2: 3,036 shares; 2025Q3: 2,981 shares; 2025Q4: 2,891 shares; 2026Q1: 2,902 shares 2,902 $357K 0.01% +11 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,527 shares; 2025Q1: 14,295 shares; 2025Q2: 21,391 shares; 2025Q3: 24,374 shares; 2025Q4: 24,543 shares; 2026Q1: 24,725 shares 24,725 $357K 0.01% +182 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 4,888 shares; 2025Q1: 4,638 shares; 2025Q2: 1,212 shares; 2025Q3: 722 shares; 2025Q4: 932 shares; 2026Q1: 981 shares 981 $356K 0.01% +49 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,218 shares; 2025Q1: 1,527 shares; 2025Q2: 1,614 shares; 2025Q3: 1,616 shares; 2025Q4: 1,502 shares; 2026Q1: 1,506 shares 1,506 $356K 0.01% +4 Timeline ESGD 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: 4,715 shares; 2024Q4: 5,085 shares; 2025Q1: 4,828 shares; 2025Q2: 4,851 shares; 2025Q3: 4,790 shares; 2025Q4: 4,708 shares; 2026Q1: 3,715 shares 3,715 $355K 0.01% -993 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: 1,262 shares; 2024Q4: 1,276 shares; 2025Q1: 1,420 shares; 2025Q2: 1,288 shares; 2025Q3: 1,271 shares; 2025Q4: 1,274 shares; 2026Q1: 1,425 shares 1,425 $355K 0.01% +151 Timeline FDEC 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: 5,997 shares; 2024Q4: 5,997 shares; 2025Q1: 8,222 shares; 2025Q2: 8,687 shares; 2025Q3: 5,304 shares; 2025Q4: 4,804 shares; 2026Q1: 7,131 shares 7,131 $355K 0.01% +2,327 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,486 shares; 2025Q1: 2,476 shares; 2025Q2: 2,449 shares; 2025Q3: 3,283 shares; 2025Q4: 3,267 shares; 2026Q1: 3,266 shares 3,266 $354K 0.01% -1 Timeline QXO QXO INC More: the full row for QXO 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: 18,243 shares 18,243 $354K 0.01% new Timeline DFSV 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: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 14,600 shares; 2025Q3: 12,829 shares; 2025Q4: 10,029 shares; 2026Q1: 10,091 shares 10,091 $354K 0.01% +62 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,088 shares; 2024Q4: 6,019 shares; 2025Q1: 6,829 shares; 2025Q2: 6,917 shares; 2025Q3: 7,358 shares; 2025Q4: 7,358 shares; 2026Q1: 8,064 shares 8,064 $352K 0.01% +706 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,965 shares; 2024Q4: 163,411 shares; 2025Q1: 103,477 shares; 2025Q2: 88,664 shares; 2025Q3: 47,406 shares; 2025Q4: 42,589 shares; 2026Q1: 17,249 shares 17,249 $352K 0.01% -25,340 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 2,652 shares; 2025Q1: 2,982 shares; 2025Q2: 1,712 shares; 2025Q3: 1,542 shares; 2025Q4: 2,389 shares; 2026Q1: 4,255 shares 4,255 $352K 0.01% +1,866 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,933 shares; 2024Q4: 7,916 shares; 2025Q1: 7,759 shares; 2025Q2: 7,845 shares; 2025Q3: 8,882 shares; 2025Q4: 8,275 shares; 2026Q1: 3,885 shares 3,885 $350K 0.01% -4,390 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 6,460 shares; 2025Q1: 9,549 shares; 2025Q2: 17,647 shares; 2025Q3: 14,656 shares; 2025Q4: not reported; 2026Q1: 6,842 shares 6,842 $348K 0.01% new 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: 11,696 shares; 2024Q4: 7,455 shares; 2025Q1: 5,497 shares; 2025Q2: 6,456 shares; 2025Q3: 6,685 shares; 2025Q4: 5,943 shares; 2026Q1: 4,267 shares 4,267 $347K 0.01% -1,676 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,023 shares; 2025Q4: 10,784 shares; 2026Q1: 8,803 shares 8,803 $346K 0.01% -1,981 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 9,664 shares; 2025Q1: 9,789 shares; 2025Q2: 10,682 shares; 2025Q3: 10,934 shares; 2025Q4: 11,120 shares; 2026Q1: 12,612 shares 12,612 $346K 0.01% +1,492 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 1,055 shares 1,055 $343K 0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,195 shares; 2025Q1: 1,321 shares; 2025Q2: 1,035 shares; 2025Q3: 875 shares; 2025Q4: 971 shares; 2026Q1: 1,367 shares 1,367 $343K 0.01% +396 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: 18,665 shares; 2024Q4: 18,935 shares; 2025Q1: 16,282 shares; 2025Q2: 15,230 shares; 2025Q3: 15,212 shares; 2025Q4: 15,219 shares; 2026Q1: 16,482 shares 16,482 $342K 0.01% +1,263 Timeline RWL 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: 9,514 shares; 2025Q2: 8,403 shares; 2025Q3: 7,193 shares; 2025Q4: 4,052 shares; 2026Q1: 2,964 shares 2,964 $341K 0.01% -1,088 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,766 shares; 2025Q1: 2,768 shares; 2025Q2: 2,612 shares; 2025Q3: 2,529 shares; 2025Q4: 3,112 shares; 2026Q1: 5,208 shares 5,208 $340K 0.01% +2,096 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,243 shares; 2025Q3: 2,696 shares; 2025Q4: 3,321 shares; 2026Q1: 3,166 shares 3,166 $338K 0.01% -155 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,329 shares; 2024Q4: 15,329 shares; 2025Q1: 15,413 shares; 2025Q2: 15,413 shares; 2025Q3: 16,075 shares; 2025Q4: 16,075 shares; 2026Q1: 16,263 shares 16,263 $338K 0.01% +188 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,659 shares; 2025Q1: 3,397 shares; 2025Q2: 3,424 shares; 2025Q3: 3,629 shares; 2025Q4: 4,125 shares; 2026Q1: 3,457 shares 3,457 $338K 0.01% -668 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,634 shares; 2024Q4: 6,137 shares; 2025Q1: 6,743 shares; 2025Q2: 7,129 shares; 2025Q3: 7,793 shares; 2025Q4: 9,208 shares; 2026Q1: 10,179 shares 10,179 $337K 0.01% +971 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,645 shares; 2025Q2: 6,010 shares; 2025Q3: 3,777 shares; 2025Q4: 3,877 shares; 2026Q1: 4,108 shares 4,108 $337K 0.01% +231 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,227 shares; 2025Q1: 1,378 shares; 2025Q2: 1,168 shares; 2025Q3: 728 shares; 2025Q4: 1,379 shares; 2026Q1: 1,156 shares 1,156 $336K 0.01% -223 Timeline FTGS 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: 12,025 shares; 2025Q1: 18,896 shares; 2025Q2: 14,882 shares; 2025Q3: 13,589 shares; 2025Q4: 10,205 shares; 2026Q1: 9,878 shares 9,878 $336K 0.01% -327 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: 30 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: not reported; 2026Q1: 51 shares 51 $336K 0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,734 shares; 2024Q4: 9,206 shares; 2025Q1: 8,970 shares; 2025Q2: 8,907 shares; 2025Q3: 8,263 shares; 2025Q4: 8,439 shares; 2026Q1: 7,513 shares 7,513 $334K 0.01% -926 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: 14,083 shares; 2024Q4: 19,711 shares; 2025Q1: 18,364 shares; 2025Q2: 13,475 shares; 2025Q3: 13,475 shares; 2025Q4: 13,460 shares; 2026Q1: 12,493 shares 12,493 $332K 0.01% -967 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,283 shares; 2025Q2: 3,719 shares; 2025Q3: not reported; 2025Q4: 1,351 shares; 2026Q1: 1,935 shares 1,935 $332K 0.01% +584 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 57,358 shares; 2025Q3: 99,352 shares; 2025Q4: 101,598 shares; 2026Q1: 102,971 shares 102,971 $332K 0.01% +1,373 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,727 shares; 2025Q4: 17,345 shares; 2026Q1: 30,581 shares 30,581 $331K 0.01% +13,236 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,968 shares; 2025Q2: 2,620 shares; 2025Q3: 4,296 shares; 2025Q4: 1,670 shares; 2026Q1: 2,173 shares 2,173 $331K 0.01% +503 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,988 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,948 shares; 2026Q1: 4,400 shares 4,400 $331K 0.01% +452 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,084 shares; 2025Q1: 8,108 shares; 2025Q2: 7,774 shares; 2025Q3: 7,182 shares; 2025Q4: 7,156 shares; 2026Q1: 4,839 shares 4,839 $330K 0.01% -2,317 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: not reported; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: 651 shares; 2025Q3: 505 shares; 2025Q4: 535 shares; 2026Q1: 544 shares 544 $329K 0.01% +9 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,737 shares; 2025Q1: not reported; 2025Q2: 2,848 shares; 2025Q3: 5,833 shares; 2025Q4: not reported; 2026Q1: 6,517 shares 6,517 $329K 0.01% new Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,646 shares; 2025Q2: 9,029 shares; 2025Q3: 8,915 shares; 2025Q4: 8,811 shares; 2026Q1: 8,516 shares 8,516 $329K 0.01% -295 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 4,739 shares; 2025Q3: 4,664 shares; 2025Q4: 4,842 shares; 2026Q1: 5,029 shares 5,029 $328K 0.01% +187 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,462 shares; 2026Q1: 6,462 shares 6,462 $327K 0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,582 shares; 2025Q4: 8,171 shares; 2026Q1: 6,998 shares 6,998 $326K 0.01% -1,173 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 7,013 shares; 2025Q1: 7,408 shares; 2025Q2: 6,690 shares; 2025Q3: 6,014 shares; 2025Q4: 5,845 shares; 2026Q1: 5,025 shares 5,025 $325K 0.01% -820 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,520 shares; 2025Q3: 23,025 shares; 2025Q4: 30,960 shares; 2026Q1: 32,403 shares 32,403 $325K 0.01% +1,443 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,219 shares; 2025Q3: 10,411 shares; 2025Q4: not reported; 2026Q1: 12,285 shares 12,285 $325K 0.01% new 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: 2,918 shares; 2024Q4: 2,976 shares; 2025Q1: 2,681 shares; 2025Q2: 2,684 shares; 2025Q3: 2,688 shares; 2025Q4: 2,391 shares; 2026Q1: 2,193 shares 2,193 $323K 0.01% -198 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,335 shares; 2024Q4: 13,982 shares; 2025Q1: 13,006 shares; 2025Q2: 11,653 shares; 2025Q3: 9,445 shares; 2025Q4: 8,707 shares; 2026Q1: 6,276 shares 6,276 $322K 0.01% -2,431 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,376 shares; 2025Q1: 16,925 shares; 2025Q2: 10,475 shares; 2025Q3: 10,475 shares; 2025Q4: 10,475 shares; 2026Q1: 10,675 shares 10,675 $321K 0.01% +200 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,356 shares; 2025Q4: 3,517 shares; 2026Q1: 4,447 shares 4,447 $319K 0.01% +930 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,606 shares; 2024Q4: 27,220 shares; 2025Q1: 27,220 shares; 2025Q2: 26,518 shares; 2025Q3: 26,601 shares; 2025Q4: 26,727 shares; 2026Q1: 26,771 shares 26,771 $319K 0.01% +44 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,035 shares; 2024Q4: 18,228 shares; 2025Q1: 19,818 shares; 2025Q2: 14,294 shares; 2025Q3: 8,944 shares; 2025Q4: 7,500 shares; 2026Q1: 6,376 shares 6,376 $318K 0.01% -1,124 Timeline VPLS 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: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $318K 0.01% 0 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 9,261 shares; 2025Q1: 8,401 shares; 2025Q2: 10,319 shares; 2025Q3: 9,669 shares; 2025Q4: 9,007 shares; 2026Q1: 6,519 shares 6,519 $318K 0.01% -2,488 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,607 shares; 2026Q1: 3,598 shares 3,598 $317K 0.01% -9 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 2,059 shares 2,059 $316K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,964 shares; 2025Q2: 16,667 shares; 2025Q3: 16,184 shares; 2025Q4: 21,857 shares; 2026Q1: 22,435 shares 22,435 $316K 0.01% +578 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,005 shares 7,005 $315K 0.01% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 4,515 shares; 2025Q1: 4,512 shares; 2025Q2: 4,862 shares; 2025Q3: 4,761 shares; 2025Q4: 3,503 shares; 2026Q1: 2,860 shares 2,860 $315K 0.01% -643 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 978 shares; 2025Q1: 1,084 shares; 2025Q2: 990 shares; 2025Q3: 874 shares; 2025Q4: 1,843 shares; 2026Q1: 1,452 shares 1,452 $315K 0.01% -391 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,686 shares; 2025Q1: 4,305 shares; 2025Q2: 3,037 shares; 2025Q3: 3,858 shares; 2025Q4: 2,728 shares; 2026Q1: 2,941 shares 2,941 $314K 0.01% +213 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,552 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,104 shares; 2026Q1: 21,872 shares 21,872 $314K 0.01% -7,232 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 14,689 shares 14,689 $313K 0.01% new Timeline FSEP 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: 9,517 shares; 2024Q4: 9,517 shares; 2025Q1: 9,517 shares; 2025Q2: 9,517 shares; 2025Q3: 6,378 shares; 2025Q4: 6,378 shares; 2026Q1: 6,220 shares 6,220 $313K 0.01% -158 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: 5,832 shares; 2024Q4: 6,332 shares; 2025Q1: 5,067 shares; 2025Q2: 6,174 shares; 2025Q3: 5,116 shares; 2025Q4: 7,533 shares; 2026Q1: 6,672 shares 6,672 $313K 0.01% -861 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 972 shares; 2025Q1: 1,267 shares; 2025Q2: 1,658 shares; 2025Q3: 1,225 shares; 2025Q4: 1,141 shares; 2026Q1: 1,039 shares 1,039 $313K 0.01% -102 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,059 shares; 2025Q1: 1,082 shares; 2025Q2: 1,262 shares; 2025Q3: 1,319 shares; 2025Q4: 1,245 shares; 2026Q1: 1,489 shares 1,489 $312K 0.01% +244 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT 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: not reported; 2026Q1: 23,782 shares 23,782 $311K 0.01% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,227 shares; 2024Q4: 8,344 shares; 2025Q1: 8,206 shares; 2025Q2: 8,801 shares; 2025Q3: 8,572 shares; 2025Q4: 8,427 shares; 2026Q1: 8,502 shares 8,502 $309K 0.01% +75 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,525 shares; 2025Q2: 2,751 shares; 2025Q3: 2,739 shares; 2025Q4: not reported; 2026Q1: 2,687 shares 2,687 $309K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 1,184 shares; 2025Q3: 1,147 shares; 2025Q4: 947 shares; 2026Q1: 1,241 shares 1,241 $308K 0.01% +294 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,935 shares; 2025Q2: 24,147 shares; 2025Q3: 4,490 shares; 2025Q4: 4,732 shares; 2026Q1: 4,919 shares 4,919 $308K 0.01% +187 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: not reported; 2024Q4: 1,037,175 shares; 2025Q1: 1,031,068 shares; 2025Q2: 1,041,818 shares; 2025Q3: 1,057,554 shares; 2025Q4: 1,127,064 shares; 2026Q1: 14,015 shares 14,015 $307K <0.01% -1,113,049 Timeline TCV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,053 shares 11,053 $307K <0.01% new Timeline IYF 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: 124,235 shares; 2024Q4: 121,739 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares; 2026Q1: 2,601 shares 2,601 $306K <0.01% +956 Timeline DFCF 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: 11,958 shares; 2024Q4: 11,957 shares; 2025Q1: 10,171 shares; 2025Q2: 14,430 shares; 2025Q3: 13,857 shares; 2025Q4: 7,255 shares; 2026Q1: 7,247 shares 7,247 $306K <0.01% -8 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,599 shares 6,599 $305K <0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC 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: 54,702 shares; 2025Q3: 66,555 shares; 2025Q4: 54,333 shares; 2026Q1: 36,078 shares 36,078 $305K <0.01% -18,255 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 2,282 shares 2,282 $304K <0.01% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,590 shares 6,590 $304K <0.01% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 982,328 shares; 2025Q1: 970,857 shares; 2025Q2: 987,956 shares; 2025Q3: 1,005,894 shares; 2025Q4: 1,074,034 shares; 2026Q1: 13,234 shares 13,234 $303K <0.01% -1,060,800 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 2,011 shares; 2025Q3: 2,053 shares; 2025Q4: 2,079 shares; 2026Q1: 2,232 shares 2,232 $302K <0.01% +153 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,075 shares; 2025Q1: 23,075 shares; 2025Q2: 40,354 shares; 2025Q3: 47,729 shares; 2025Q4: 51,300 shares; 2026Q1: 51,706 shares 51,706 $301K <0.01% +406 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,273 shares; 2025Q3: 1,411 shares; 2025Q4: 1,620 shares; 2026Q1: 1,741 shares 1,741 $301K <0.01% +121 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: 25,178 shares; 2024Q4: 27,999 shares; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 1,485 shares; 2025Q4: 1,863 shares; 2026Q1: 1,814 shares 1,814 $301K <0.01% -49 Timeline EINC 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: 2,757 shares; 2024Q4: 2,762 shares; 2025Q1: 2,532 shares; 2025Q2: 2,336 shares; 2025Q3: 2,333 shares; 2025Q4: 2,314 shares; 2026Q1: 2,547 shares 2,547 $300K <0.01% +233 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 5,503 shares; 2025Q1: 8,022 shares; 2025Q2: 12,451 shares; 2025Q3: 9,442 shares; 2025Q4: not reported; 2026Q1: 3,724 shares 3,724 $300K <0.01% new Timeline VELO VELO3D INC More: the full row for VELO3D 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: 31,940 shares 31,940 $300K <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 6,078 shares; 2026Q1: 6,931 shares 6,931 $299K <0.01% +853 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,571 shares; 2025Q2: 5,605 shares; 2025Q3: 5,582 shares; 2025Q4: 5,574 shares; 2026Q1: 5,444 shares 5,444 $299K <0.01% -130 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 28,550 shares; 2025Q1: 28,550 shares; 2025Q2: 28,550 shares; 2025Q3: 28,550 shares; 2025Q4: 28,550 shares; 2026Q1: 29,050 shares 29,050 $299K <0.01% +500 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 8,847 shares; 2025Q1: 8,414 shares; 2025Q2: 8,467 shares; 2025Q3: 8,414 shares; 2025Q4: 8,331 shares; 2026Q1: 6,564 shares 6,564 $298K <0.01% -1,767 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: 1,113 shares; 2024Q4: 1,131 shares; 2025Q1: 4,219 shares; 2025Q2: 4,204 shares; 2025Q3: 4,429 shares; 2025Q4: 4,052 shares; 2026Q1: 1,425 shares 1,425 $298K <0.01% -2,627 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,535 shares; 2025Q1: 14,535 shares; 2025Q2: 29,082 shares; 2025Q3: 49,777 shares; 2025Q4: 45,134 shares; 2026Q1: 45,965 shares 45,965 $298K <0.01% +831 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,059 shares 21,059 $297K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,667 shares; 2026Q1: 10,667 shares 10,667 $297K <0.01% 0 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: 10,423 shares; 2024Q4: 11,279 shares; 2025Q1: 9,837 shares; 2025Q2: 6,232 shares; 2025Q3: 6,232 shares; 2025Q4: 6,232 shares; 2026Q1: 6,338 shares 6,338 $297K <0.01% +106 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,676 shares; 2024Q4: 21,177 shares; 2025Q1: 18,398 shares; 2025Q2: 14,650 shares; 2025Q3: 15,818 shares; 2025Q4: 12,248 shares; 2026Q1: 15,452 shares 15,452 $297K <0.01% +3,204 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 12,400 shares; 2026Q1: 12,406 shares 12,406 $297K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,797 shares; 2025Q4: 5,426 shares; 2026Q1: 5,967 shares 5,967 $296K <0.01% +541 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: not reported; 2026Q1: 1,512 shares 1,512 $295K <0.01% new Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,323 shares; 2025Q4: not reported; 2026Q1: 7,932 shares 7,932 $295K <0.01% new Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,685 shares; 2025Q1: 24,535 shares; 2025Q2: 24,535 shares; 2025Q3: 24,535 shares; 2025Q4: 19,535 shares; 2026Q1: 19,535 shares 19,535 $294K <0.01% 0 Timeline DOCT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,766 shares; 2026Q1: 6,766 shares 6,766 $294K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,600 shares; 2025Q1: 11,350 shares; 2025Q2: 11,350 shares; 2025Q3: 11,350 shares; 2025Q4: 11,350 shares; 2026Q1: 11,350 shares 11,350 $294K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 21,803 shares; 2025Q1: 21,432 shares; 2025Q2: 21,832 shares; 2025Q3: 23,603 shares; 2025Q4: 23,234 shares; 2026Q1: 21,628 shares 21,628 $292K <0.01% -1,606 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: 3,029 shares; 2024Q4: 2,652 shares; 2025Q1: not reported; 2025Q2: 2,409 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares 2,250 $292K <0.01% new Timeline DFSE 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: 6,890 shares; 2024Q4: 6,890 shares; 2025Q1: 6,890 shares; 2025Q2: 6,890 shares; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares; 2026Q1: 6,890 shares 6,890 $292K <0.01% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 3,077 shares; 2025Q1: 3,038 shares; 2025Q2: 3,574 shares; 2025Q3: 3,250 shares; 2025Q4: 3,619 shares; 2026Q1: 2,855 shares 2,855 $292K <0.01% -764 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,829 shares; 2025Q1: 4,329 shares; 2025Q2: 2,845 shares; 2025Q3: 2,875 shares; 2025Q4: 2,895 shares; 2026Q1: 3,097 shares 3,097 $291K <0.01% +202 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 7,998 shares; 2025Q1: not reported; 2025Q2: 5,833 shares; 2025Q3: 8,919 shares; 2025Q4: not reported; 2026Q1: 13,404 shares 13,404 $290K <0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,781 shares; 2024Q4: 26,350 shares; 2025Q1: 3,307 shares; 2025Q2: 2,817 shares; 2025Q3: 2,164 shares; 2025Q4: 1,811 shares; 2026Q1: 1,670 shares 1,670 $289K <0.01% -141 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,640 shares; 2024Q4: 96,285 shares; 2025Q1: 94,379 shares; 2025Q2: 92,146 shares; 2025Q3: 89,974 shares; 2025Q4: 81,195 shares; 2026Q1: 81,316 shares 81,316 $289K <0.01% +121 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: not reported; 2024Q4: 384 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 416 shares; 2025Q4: 445 shares; 2026Q1: 843 shares 843 $288K <0.01% +398 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,107 shares 17,107 $287K <0.01% new Timeline PXF 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: not reported; 2025Q3: not reported; 2025Q4: 3,974 shares; 2026Q1: 4,102 shares 4,102 $287K <0.01% +128 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 737 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 797 shares; 2025Q4: 933 shares; 2026Q1: 797 shares 797 $286K <0.01% -136 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,404 shares; 2026Q1: 1,412 shares 1,412 $285K <0.01% +8 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: 1,404 shares; 2025Q2: 2,038 shares; 2025Q3: 1,912 shares; 2025Q4: 1,879 shares; 2026Q1: 1,997 shares 1,997 $285K <0.01% +118 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,911 shares; 2025Q1: 3,595 shares; 2025Q2: 4,037 shares; 2025Q3: 3,944 shares; 2025Q4: 3,338 shares; 2026Q1: 3,135 shares 3,135 $284K <0.01% -203 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 8,801 shares; 2025Q4: not reported; 2026Q1: 5,025 shares 5,025 $284K <0.01% new Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $284K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 807 shares; 2026Q1: 1,069 shares 1,069 $284K <0.01% +262 Timeline DIM 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: 3,857 shares; 2024Q4: 3,861 shares; 2025Q1: 3,450 shares; 2025Q2: 3,458 shares; 2025Q3: 3,460 shares; 2025Q4: 3,463 shares; 2026Q1: 3,417 shares 3,417 $283K <0.01% -46 Timeline HURA TUHURA BIOSCIENCES INC More: the full row for TUHURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,772 shares; 2025Q1: 114,926 shares; 2025Q2: 115,274 shares; 2025Q3: 133,526 shares; 2025Q4: 134,293 shares; 2026Q1: 158,010 shares 158,010 $283K <0.01% +23,717 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: 5,731 shares; 2024Q4: 5,336 shares; 2025Q1: 4,102 shares; 2025Q2: 3,984 shares; 2025Q3: 3,907 shares; 2025Q4: 3,509 shares; 2026Q1: 3,795 shares 3,795 $283K <0.01% +286 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 8,933 shares 8,933 $282K <0.01% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,272 shares 4,272 $282K <0.01% new Timeline DAPR 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: 7,668 shares; 2024Q4: 7,668 shares; 2025Q1: 7,668 shares; 2025Q2: 8,668 shares; 2025Q3: 8,668 shares; 2025Q4: 7,635 shares; 2026Q1: 7,085 shares 7,085 $282K <0.01% -550 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,354 shares; 2024Q4: 55,524 shares; 2025Q1: 36,440 shares; 2025Q2: 33,611 shares; 2025Q3: 14,839 shares; 2025Q4: 13,623 shares; 2026Q1: 13,719 shares 13,719 $279K <0.01% +96 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,363 shares 1,363 $279K <0.01% new 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: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,373 shares; 2025Q4: 1,453 shares; 2026Q1: 1,396 shares 1,396 $277K <0.01% -57 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,844 shares; 2025Q1: 3,899 shares; 2025Q2: 3,910 shares; 2025Q3: 3,812 shares; 2025Q4: 3,747 shares; 2026Q1: 3,782 shares 3,782 $276K <0.01% +35 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,689 shares 12,689 $275K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,291 shares; 2026Q1: 1,505 shares 1,505 $274K <0.01% +214 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,075 shares; 2024Q4: 51,393 shares; 2025Q1: 28,528 shares; 2025Q2: 13,803 shares; 2025Q3: 7,040 shares; 2025Q4: 6,665 shares; 2026Q1: 5,833 shares 5,833 $272K <0.01% -832 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: not reported; 2024Q4: 1,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,094 shares; 2025Q4: 1,242 shares; 2026Q1: 1,176 shares 1,176 $271K <0.01% -66 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,748 shares; 2025Q3: 11,933 shares; 2025Q4: 14,028 shares; 2026Q1: 17,198 shares 17,198 $270K <0.01% +3,170 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,509 shares; 2025Q1: 25,509 shares; 2025Q2: 26,542 shares; 2025Q3: 27,019 shares; 2025Q4: 27,492 shares; 2026Q1: 27,492 shares 27,492 $270K <0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 1,874 shares; 2025Q2: 1,856 shares; 2025Q3: 1,926 shares; 2025Q4: 1,909 shares; 2026Q1: 1,882 shares 1,882 $269K <0.01% -27 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 7,286 shares; 2025Q1: 7,900 shares; 2025Q2: 6,630 shares; 2025Q3: 4,821 shares; 2025Q4: 4,708 shares; 2026Q1: 4,455 shares 4,455 $269K <0.01% -253 Timeline FDIS 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: 273,544 shares; 2025Q1: 104,640 shares; 2025Q2: 106,915 shares; 2025Q3: 3,924 shares; 2025Q4: 3,925 shares; 2026Q1: 2,881 shares 2,881 $269K <0.01% -1,044 Timeline PRK PARK NATL CORP More: the full row for PARK NATL 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: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,637 shares 1,637 $268K <0.01% +20 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,594 shares; 2025Q2: 15,934 shares; 2025Q3: 13,722 shares; 2025Q4: 17,036 shares; 2026Q1: 58,099 shares 58,099 $267K <0.01% +41,063 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,662 shares; 2026Q1: 19,662 shares 19,662 $267K <0.01% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,676 shares 6,676 $266K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,557 shares; 2025Q1: 14,058 shares; 2025Q2: 20,731 shares; 2025Q3: 19,363 shares; 2025Q4: 14,237 shares; 2026Q1: 14,201 shares 14,201 $266K <0.01% -36 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,421 shares; 2026Q1: 1,442 shares 1,442 $264K <0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,685 shares 4,685 $264K <0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,590 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares 1,354 $263K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 2,858 shares; 2025Q1: 2,874 shares; 2025Q2: 2,482 shares; 2025Q3: 2,615 shares; 2025Q4: 2,502 shares; 2026Q1: 2,910 shares 2,910 $263K <0.01% +408 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,975 shares; 2024Q4: 19,850 shares; 2025Q1: 19,105 shares; 2025Q2: 17,412 shares; 2025Q3: 17,661 shares; 2025Q4: 14,442 shares; 2026Q1: 15,418 shares 15,418 $262K <0.01% +976 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 567 shares; 2025Q3: 601 shares; 2025Q4: not reported; 2026Q1: 719 shares 719 $262K <0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,183 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,036 shares; 2025Q4: 1,037 shares; 2026Q1: 1,254 shares 1,254 $261K <0.01% +217 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,196 shares; 2026Q1: 6,041 shares 6,041 $260K <0.01% +845 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,069 shares; 2025Q1: 926 shares; 2025Q2: 965 shares; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,643 shares 1,643 $260K <0.01% +541 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,807 shares; 2025Q1: 1,596 shares; 2025Q2: 1,534 shares; 2025Q3: 1,493 shares; 2025Q4: 1,488 shares; 2026Q1: 1,953 shares 1,953 $260K <0.01% +465 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,809 shares 5,809 $259K <0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,294 shares; 2025Q1: 1,473 shares; 2025Q2: 1,603 shares; 2025Q3: 1,610 shares; 2025Q4: 1,913 shares; 2026Q1: 1,448 shares 1,448 $259K <0.01% -465 Timeline IYC 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: 150,731 shares; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,671 shares 2,671 $259K <0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 539 shares 539 $259K <0.01% new 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: 1,734 shares; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 1,592 shares; 2025Q3: 1,934 shares; 2025Q4: 1,942 shares; 2026Q1: 1,811 shares 1,811 $259K <0.01% -131 Timeline PIZ 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: 5,379 shares; 2024Q4: not reported; 2025Q1: 5,379 shares; 2025Q2: 5,379 shares; 2025Q3: 5,379 shares; 2025Q4: 5,379 shares; 2026Q1: 5,214 shares 5,214 $258K <0.01% -165 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 7,814 shares 7,814 $257K <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 2,342 shares 2,342 $256K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,808 shares; 2025Q1: 785 shares; 2025Q2: 754 shares; 2025Q3: 738 shares; 2025Q4: 760 shares; 2026Q1: 768 shares 768 $256K <0.01% +8 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,323 shares; 2025Q1: 965 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares 634 $256K <0.01% new Timeline PFXF 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: 76,714 shares; 2024Q4: 84,976 shares; 2025Q1: 54,793 shares; 2025Q2: 49,914 shares; 2025Q3: 16,936 shares; 2025Q4: 15,356 shares; 2026Q1: 14,566 shares 14,566 $255K <0.01% -790 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 11,879 shares; 2025Q1: 11,990 shares; 2025Q2: 12,856 shares; 2025Q3: 13,809 shares; 2025Q4: 13,123 shares; 2026Q1: 5,353 shares 5,353 $255K <0.01% -7,770 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 767 shares 767 $254K <0.01% new Timeline SPLV 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: 4,419 shares; 2024Q4: 3,277 shares; 2025Q1: 3,277 shares; 2025Q2: 3,504 shares; 2025Q3: 3,252 shares; 2025Q4: 3,252 shares; 2026Q1: 3,467 shares 3,467 $254K <0.01% +215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,338 shares 2,338 $253K <0.01% new 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: 3,679 shares; 2024Q4: 3,921 shares; 2025Q1: 3,450 shares; 2025Q2: 2,734 shares; 2025Q3: 2,859 shares; 2025Q4: 2,525 shares; 2026Q1: 2,384 shares 2,384 $252K <0.01% -141 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 647 shares 647 $251K <0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 1,297 shares; 2025Q1: 492 shares; 2025Q2: not reported; 2025Q3: 401 shares; 2025Q4: 580 shares; 2026Q1: 541 shares 541 $251K <0.01% -39 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,018 shares 5,018 $251K <0.01% new Timeline HDV 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: 1,854 shares; 2024Q4: 2,571 shares; 2025Q1: 2,230 shares; 2025Q2: 2,233 shares; 2025Q3: 2,096 shares; 2025Q4: 1,901 shares; 2026Q1: 1,845 shares 1,845 $250K <0.01% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,498 shares 2,498 $250K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,481 shares; 2024Q4: 224,553 shares; 2025Q1: 235,505 shares; 2025Q2: 248,213 shares; 2025Q3: 262,843 shares; 2025Q4: 268,253 shares; 2026Q1: 49,064 shares 49,064 $250K <0.01% -219,189 Timeline IUSV 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: 6,006 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,041 shares; 2025Q4: 2,078 shares; 2026Q1: 2,440 shares 2,440 $249K <0.01% +362 Timeline QYLD 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: 49,858 shares; 2024Q4: 48,781 shares; 2025Q1: 35,636 shares; 2025Q2: 32,046 shares; 2025Q3: 16,257 shares; 2025Q4: 14,456 shares; 2026Q1: 14,537 shares 14,537 $249K <0.01% +81 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,575 shares; 2025Q1: 4,187 shares; 2025Q2: 41,869 shares; 2025Q3: 49,186 shares; 2025Q4: 49,268 shares; 2026Q1: 4,395 shares 4,395 $248K <0.01% -44,873 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,839 shares; 2025Q1: 2,692 shares; 2025Q2: 2,494 shares; 2025Q3: 3,373 shares; 2025Q4: 3,377 shares; 2026Q1: 2,274 shares 2,274 $248K <0.01% -1,103 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares 353 $248K <0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,226 shares 8,226 $248K <0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares; 2026Q1: 2,026 shares 2,026 $247K <0.01% +138 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,814 shares; 2024Q4: 24,597 shares; 2025Q1: 11,044 shares; 2025Q2: 11,058 shares; 2025Q3: 6,142 shares; 2025Q4: 6,169 shares; 2026Q1: 5,806 shares 5,806 $247K <0.01% -363 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,598 shares; 2025Q1: not reported; 2025Q2: 3,094 shares; 2025Q3: 2,928 shares; 2025Q4: 2,947 shares; 2026Q1: 2,883 shares 2,883 $247K <0.01% -64 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION 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: 6,535 shares 6,535 $247K <0.01% new Timeline ITT ITT INC More: the full row for ITT 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: 1,291 shares 1,291 $246K <0.01% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,678 shares; 2025Q1: 3,507 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares 3,507 $246K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 24,431 shares; 2025Q1: 24,644 shares; 2025Q2: 25,952 shares; 2025Q3: 26,258 shares; 2025Q4: 28,003 shares; 2026Q1: 28,311 shares 28,311 $245K <0.01% +308 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,072 shares 5,072 $245K <0.01% new Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,616 shares; 2024Q4: 59,200 shares; 2025Q1: 27,916 shares; 2025Q2: 25,068 shares; 2025Q3: 6,739 shares; 2025Q4: 6,738 shares; 2026Q1: 6,215 shares 6,215 $245K <0.01% -523 Timeline ESGV 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: 3,613 shares; 2024Q4: 3,606 shares; 2025Q1: 3,552 shares; 2025Q2: 3,541 shares; 2025Q3: 3,541 shares; 2025Q4: 3,535 shares; 2026Q1: 2,178 shares 2,178 $245K <0.01% -1,357 Timeline USXF 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: 5,944 shares; 2024Q4: 4,878 shares; 2025Q1: 4,419 shares; 2025Q2: 4,592 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares; 2026Q1: 4,425 shares 4,425 $244K <0.01% -167 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,935 shares 7,935 $244K <0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,558 shares; 2024Q4: 15,357 shares; 2025Q1: 15,537 shares; 2025Q2: 14,580 shares; 2025Q3: 13,563 shares; 2025Q4: 12,026 shares; 2026Q1: 9,946 shares 9,946 $243K <0.01% -2,080 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,915 shares; 2025Q1: 1,968 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares; 2025Q4: 1,996 shares; 2026Q1: 2,030 shares 2,030 $243K <0.01% +34 Timeline AENT ALLIANCE ENTERTAINMENT HOLDI More: the full row for ALLIANCE ENTERTAINMENT HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,980 shares; 2024Q4: 31,980 shares; 2025Q1: 31,980 shares; 2025Q2: 31,980 shares; 2025Q3: 31,980 shares; 2025Q4: 31,980 shares; 2026Q1: 36,980 shares 36,980 $242K <0.01% +5,000 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,337 shares; 2024Q4: 166,088 shares; 2025Q1: 167,156 shares; 2025Q2: 176,584 shares; 2025Q3: 163,781 shares; 2025Q4: 96,738 shares; 2026Q1: 23,771 shares 23,771 $242K <0.01% -72,967 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: not reported; 2024Q4: not reported; 2025Q1: 5,223 shares; 2025Q2: 6,123 shares; 2025Q3: 6,335 shares; 2025Q4: 7,211 shares; 2026Q1: 5,281 shares 5,281 $242K <0.01% -1,930 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 25,708 shares; 2025Q1: 23,708 shares; 2025Q2: 24,249 shares; 2025Q3: 24,589 shares; 2025Q4: 17,876 shares; 2026Q1: 17,876 shares 17,876 $242K <0.01% 0 Timeline SPUS 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: 4,868 shares; 2024Q4: 5,025 shares; 2025Q1: 5,160 shares; 2025Q2: 5,137 shares; 2025Q3: 4,920 shares; 2025Q4: 4,924 shares; 2026Q1: 5,021 shares 5,021 $242K <0.01% +97 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,705 shares; 2025Q1: 26,705 shares; 2025Q2: 27,925 shares; 2025Q3: 28,490 shares; 2025Q4: 31,483 shares; 2026Q1: 31,483 shares 31,483 $241K <0.01% 0 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 4,503 shares; 2025Q4: 4,503 shares; 2026Q1: 4,503 shares 4,503 $241K <0.01% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,016 shares; 2026Q1: 1,996 shares 1,996 $241K <0.01% -20 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,171 shares; 2026Q1: 5,564 shares 5,564 $240K <0.01% +393 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,374 shares 6,374 $239K <0.01% new 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: 436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares 440 $239K <0.01% new Timeline JPIN 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: 5,735 shares; 2024Q4: 4,697 shares; 2025Q1: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,322 shares; 2025Q4: 3,344 shares; 2026Q1: 3,347 shares 3,347 $238K <0.01% +3 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: 2,072 shares; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,072 shares; 2026Q1: 2,072 shares 2,072 $238K <0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: not reported; 2026Q1: 1,214 shares 1,214 $237K <0.01% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,511 shares 2,511 $237K <0.01% new Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares; 2026Q1: 6,350 shares 6,350 $236K <0.01% 0 Timeline EFAV 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: 4,140 shares; 2024Q4: 4,339 shares; 2025Q1: 2,699 shares; 2025Q2: 2,861 shares; 2025Q3: 2,874 shares; 2025Q4: 2,708 shares; 2026Q1: 2,584 shares 2,584 $236K <0.01% -124 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: 14,365 shares; 2024Q4: 7,589 shares; 2025Q1: 5,407 shares; 2025Q2: 4,150 shares; 2025Q3: 4,722 shares; 2025Q4: 3,520 shares; 2026Q1: 3,055 shares 3,055 $236K <0.01% -465 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL 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: 7,476 shares 7,476 $235K <0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,410 shares; 2024Q4: 52,292 shares; 2025Q1: 23,685 shares; 2025Q2: 23,193 shares; 2025Q3: 10,376 shares; 2025Q4: 9,405 shares; 2026Q1: 9,405 shares 9,405 $235K <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: 3,993 shares; 2024Q4: 3,896 shares; 2025Q1: 4,036 shares; 2025Q2: 3,789 shares; 2025Q3: 3,510 shares; 2025Q4: 3,865 shares; 2026Q1: 3,581 shares 3,581 $234K <0.01% -284 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,847 shares 6,847 $234K <0.01% new Timeline DLO DLOCAL LTD More: the full row for DLOCAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,674 shares; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000 $233K <0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,938 shares; 2025Q3: 14,399 shares; 2025Q4: 4,955 shares; 2026Q1: 5,713 shares 5,713 $233K <0.01% +758 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,260 shares; 2024Q4: 16,275 shares; 2025Q1: 13,156 shares; 2025Q2: 13,807 shares; 2025Q3: 14,173 shares; 2025Q4: 14,922 shares; 2026Q1: 11,769 shares 11,769 $232K <0.01% -3,153 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,505 shares; 2025Q3: 1,446 shares; 2025Q4: 1,723 shares; 2026Q1: 1,588 shares 1,588 $232K <0.01% -135 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,138 shares; 2024Q4: 23,432 shares; 2025Q1: 22,894 shares; 2025Q2: 18,887 shares; 2025Q3: 17,934 shares; 2025Q4: 15,390 shares; 2026Q1: 9,501 shares 9,501 $231K <0.01% -5,889 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 3,339 shares; 2025Q1: 2,793 shares; 2025Q2: not reported; 2025Q3: 4,283 shares; 2025Q4: 4,467 shares; 2026Q1: 3,015 shares 3,015 $230K <0.01% -1,452 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,076 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,322 shares 2,322 $229K <0.01% new Timeline TIIV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,162 shares 8,162 $228K <0.01% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,293 shares; 2024Q4: 19,616 shares; 2025Q1: 17,378 shares; 2025Q2: 13,981 shares; 2025Q3: 9,582 shares; 2025Q4: 8,598 shares; 2026Q1: 7,920 shares 7,920 $227K <0.01% -678 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,711 shares 7,711 $226K <0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,580 shares; 2025Q1: not reported; 2025Q2: 3,770 shares; 2025Q3: 5,677 shares; 2025Q4: not reported; 2026Q1: 4,978 shares 4,978 $225K <0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,005 shares; 2026Q1: 15,786 shares 15,786 $225K <0.01% +1,781 Timeline HYEM 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: 18,652 shares; 2024Q4: 18,300 shares; 2025Q1: 14,460 shares; 2025Q2: 14,035 shares; 2025Q3: 10,825 shares; 2025Q4: 10,977 shares; 2026Q1: 11,396 shares 11,396 $225K <0.01% +419 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,014 shares; 2025Q4: not reported; 2026Q1: 2,581 shares 2,581 $225K <0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA 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: not reported; 2025Q4: not reported; 2026Q1: 714 shares 714 $224K <0.01% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,618 shares; 2024Q4: 17,798 shares; 2025Q1: 15,855 shares; 2025Q2: 11,434 shares; 2025Q3: 11,638 shares; 2025Q4: 10,140 shares; 2026Q1: 4,650 shares 4,650 $224K <0.01% -5,490 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 3,785 shares; 2025Q2: 5,350 shares; 2025Q3: 7,090 shares; 2025Q4: 2,654 shares; 2026Q1: 1,661 shares 1,661 $224K <0.01% -993 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: not reported; 2026Q1: 2,955 shares 2,955 $224K <0.01% new Timeline JAVA 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: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $222K <0.01% 0 Timeline SII SPROTT INC More: the full row for SPROTT 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: 1,553 shares 1,553 $222K <0.01% new Timeline IBTJ 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: 16,406 shares; 2024Q4: not reported; 2025Q1: 9,975 shares; 2025Q2: 10,023 shares; 2025Q3: 10,070 shares; 2025Q4: 10,129 shares; 2026Q1: 10,159 shares 10,159 $222K <0.01% +30 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: not reported; 2025Q4: not reported; 2026Q1: 3,199 shares 3,199 $221K <0.01% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,287 shares; 2025Q3: 7,174 shares; 2025Q4: not reported; 2026Q1: 6,552 shares 6,552 $221K <0.01% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,455 shares; 2026Q1: 13,214 shares 13,214 $219K <0.01% +1,759 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,045 shares; 2025Q1: 1,085 shares; 2025Q2: 1,196 shares; 2025Q3: 1,406 shares; 2025Q4: 1,404 shares; 2026Q1: 1,340 shares 1,340 $219K <0.01% -64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,999 shares; 2026Q1: 9,658 shares 9,658 $219K <0.01% +659 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,087 shares; 2025Q1: 9,924 shares; 2025Q2: 8,426 shares; 2025Q3: not reported; 2025Q4: 6,480 shares; 2026Q1: 6,356 shares 6,356 $219K <0.01% -124 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,912 shares 4,912 $218K <0.01% new Timeline SPMB 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: 20,930 shares; 2024Q4: 18,784 shares; 2025Q1: 19,164 shares; 2025Q2: 19,305 shares; 2025Q3: 10,880 shares; 2025Q4: 9,702 shares; 2026Q1: 9,702 shares 9,702 $217K <0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 1,412 shares 1,412 $217K <0.01% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 1,719 shares 1,719 $217K <0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,255 shares; 2025Q4: 4,233 shares; 2026Q1: 4,507 shares 4,507 $217K <0.01% +274 Timeline XFLT XAI FLOATING RATE & ALTER IN More: the full row for XAI FLOATING RATE & ALTER 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: 12,603 shares 12,603 $217K <0.01% new Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING 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: 6,036 shares 6,036 $216K <0.01% new Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,041 shares; 2025Q1: 16,041 shares; 2025Q2: 16,866 shares; 2025Q3: 17,355 shares; 2025Q4: 19,629 shares; 2026Q1: 19,629 shares 19,629 $216K <0.01% 0 Timeline IWV 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: 580 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 582 shares 582 $216K <0.01% +1 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 1,123 shares 1,123 $215K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,618 shares; 2025Q1: 10,372 shares; 2025Q2: 10,886 shares; 2025Q3: 13,605 shares; 2025Q4: 11,830 shares; 2026Q1: 14,446 shares 14,446 $215K <0.01% +2,616 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: 2,338 shares; 2024Q4: 2,201 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,422 shares 1,422 $215K <0.01% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,083 shares; 2024Q4: 26,612 shares; 2025Q1: 31,532 shares; 2025Q2: 10,532 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,878 shares 14,878 $215K <0.01% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,231 shares; 2024Q4: 49,231 shares; 2025Q1: 51,882 shares; 2025Q2: 51,339 shares; 2025Q3: 33,866 shares; 2025Q4: 24,660 shares; 2026Q1: 14,415 shares 14,415 $215K <0.01% -10,245 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,330 shares; 2025Q1: 27,277 shares; 2025Q2: 15,709 shares; 2025Q3: 9,172 shares; 2025Q4: not reported; 2026Q1: 9,078 shares 9,078 $214K <0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,860 shares; 2026Q1: 875 shares 875 $214K <0.01% -985 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,497 shares; 2025Q4: 5,377 shares; 2026Q1: 1,674 shares 1,674 $214K <0.01% -3,703 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,581 shares; 2025Q2: 2,731 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,581 shares 2,581 $214K <0.01% -151 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,357 shares; 2026Q1: 2,436 shares 2,436 $213K <0.01% +79 Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: 2,215 shares; 2025Q4: 2,224 shares; 2026Q1: 1,926 shares 1,926 $213K <0.01% -298 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,624 shares 1,624 $213K <0.01% new Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,019 shares 3,019 $213K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,914 shares; 2024Q4: 20,611 shares; 2025Q1: 21,722 shares; 2025Q2: 22,310 shares; 2025Q3: 21,329 shares; 2025Q4: 17,170 shares; 2026Q1: 21,271 shares 21,271 $213K <0.01% +4,101 Timeline DBA 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: 20,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,702 shares 7,702 $210K <0.01% new Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,838 shares; 2025Q2: 2,275 shares; 2025Q3: 2,295 shares; 2025Q4: 1,333 shares; 2026Q1: 1,410 shares 1,410 $210K <0.01% +77 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT 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: 7,965 shares; 2025Q3: 7,965 shares; 2025Q4: 7,965 shares; 2026Q1: 7,965 shares 7,965 $210K <0.01% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,694 shares; 2026Q1: 4,697 shares 4,697 $210K <0.01% +3 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 1,688 shares 1,688 $208K <0.01% new Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,682 shares 8,682 $208K <0.01% new Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,604 shares; 2025Q3: 4,385 shares; 2025Q4: 4,016 shares; 2026Q1: 3,803 shares 3,803 $208K <0.01% -213 Timeline FNOV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,885 shares 3,885 $207K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,408 shares; 2025Q4: 7,722 shares; 2026Q1: 7,754 shares 7,754 $207K <0.01% +32 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 1,924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,452 shares 1,452 $206K <0.01% new Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,180 shares; 2025Q1: 4,199 shares; 2025Q2: 4,215 shares; 2025Q3: 3,791 shares; 2025Q4: 3,785 shares; 2026Q1: 3,997 shares 3,997 $206K <0.01% +212 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,349 shares; 2025Q3: 12,638 shares; 2025Q4: 13,667 shares; 2026Q1: 12,542 shares 12,542 $206K <0.01% -1,125 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 862 shares 862 $205K <0.01% new 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: 2,373 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,193 shares 1,193 $205K <0.01% new 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: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $205K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,217 shares; 2024Q4: 7,440 shares; 2025Q1: 8,516 shares; 2025Q2: 8,435 shares; 2025Q3: 9,458 shares; 2025Q4: 9,618 shares; 2026Q1: 2,183 shares 2,183 $205K <0.01% -7,435 Timeline IBMO 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: 24,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 12,000 shares; 2026Q1: 8,000 shares 8,000 $205K <0.01% -4,000 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,503 shares 2,503 $204K <0.01% new Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 4,348 shares 4,348 $204K <0.01% new Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,060 shares; 2025Q1: 11,060 shares; 2025Q2: 32,140 shares; 2025Q3: 40,606 shares; 2025Q4: 41,598 shares; 2026Q1: 41,868 shares 41,868 $204K <0.01% +270 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,433 shares; 2024Q4: 6,320 shares; 2025Q1: 6,234 shares; 2025Q2: 5,975 shares; 2025Q3: 5,531 shares; 2025Q4: 5,538 shares; 2026Q1: 5,722 shares 5,722 $203K <0.01% +184 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares; 2026Q1: 2,982 shares 2,982 $203K <0.01% 0 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,531 shares; 2024Q4: 14,812 shares; 2025Q1: 11,074 shares; 2025Q2: 11,366 shares; 2025Q3: 11,257 shares; 2025Q4: 10,958 shares; 2026Q1: 10,534 shares 10,534 $202K <0.01% -424 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,662 shares; 2024Q4: 28,740 shares; 2025Q1: 46,465 shares; 2025Q2: 50,165 shares; 2025Q3: 45,765 shares; 2025Q4: 24,860 shares; 2026Q1: 22,070 shares 22,070 $196K <0.01% -2,790 Timeline BITU 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: 16,750 shares 16,750 $195K <0.01% new Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,956 shares; 2024Q4: 17,956 shares; 2025Q1: 17,956 shares; 2025Q2: 17,956 shares; 2025Q3: 17,956 shares; 2025Q4: 18,810 shares; 2026Q1: 18,810 shares 18,810 $191K <0.01% 0 Timeline RFM RIVERNORTH FLEXIBLE MUN INCO More: the full row for RIVERNORTH FLEXIBLE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $189K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP 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: 15,321 shares 15,321 $188K <0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,201 shares 11,201 $178K <0.01% new Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,014 shares; 2025Q1: 13,014 shares; 2025Q2: 13,804 shares; 2025Q3: 14,172 shares; 2025Q4: 14,551 shares; 2026Q1: 14,551 shares 14,551 $178K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,468 shares; 2024Q4: 22,718 shares; 2025Q1: 12,377 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 12,377 shares; 2026Q1: 12,394 shares 12,394 $177K <0.01% +17 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 60,064 shares; 2025Q4: 60,064 shares; 2026Q1: 60,071 shares 60,071 $177K <0.01% +7 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,227 shares; 2024Q4: 21,880 shares; 2025Q1: 21,845 shares; 2025Q2: 22,175 shares; 2025Q3: 22,504 shares; 2025Q4: 22,893 shares; 2026Q1: 23,107 shares 23,107 $174K <0.01% +214 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,970 shares; 2024Q4: 105,452 shares; 2025Q1: 73,878 shares; 2025Q2: 65,576 shares; 2025Q3: 22,680 shares; 2025Q4: 20,108 shares; 2026Q1: 20,273 shares 20,273 $173K <0.01% +165 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,365 shares; 2025Q1: 18,365 shares; 2025Q2: 18,365 shares; 2025Q3: 18,365 shares; 2025Q4: 18,365 shares; 2026Q1: 18,548 shares 18,548 $167K <0.01% +183 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,615 shares; 2025Q1: 13,615 shares; 2025Q2: 13,615 shares; 2025Q3: 13,737 shares; 2025Q4: 13,868 shares; 2026Q1: 13,868 shares 13,868 $162K <0.01% 0 Timeline OSS ONE STOP SYS INC More: the full row for ONE STOP SYS 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: 21,040 shares 21,040 $159K <0.01% new Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,364 shares; 2025Q1: 25,364 shares; 2025Q2: 27,059 shares; 2025Q3: 45,440 shares; 2025Q4: 30,546 shares; 2026Q1: 31,078 shares 31,078 $158K <0.01% +532 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,691 shares; 2024Q4: 28,646 shares; 2025Q1: 23,212 shares; 2025Q2: 36,479 shares; 2025Q3: 40,969 shares; 2025Q4: 12,998 shares; 2026Q1: 12,998 shares 12,998 $158K <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: 11,001 shares; 2024Q4: 15,804 shares; 2025Q1: 15,804 shares; 2025Q2: 15,804 shares; 2025Q3: 15,804 shares; 2025Q4: 13,735 shares; 2026Q1: 13,735 shares 13,735 $154K <0.01% 0 Timeline TXO TXO PARTNERS LP More: the full row for TXO PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,098 shares; 2025Q3: 11,845 shares; 2025Q4: 11,845 shares; 2026Q1: 12,157 shares 12,157 $153K <0.01% +312 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 12,050 shares; 2026Q1: 12,050 shares 12,050 $139K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,514 shares 10,514 $138K <0.01% new Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,645 shares; 2025Q1: 15,665 shares; 2025Q2: 15,699 shares; 2025Q3: 39,532 shares; 2025Q4: 33,031 shares; 2026Q1: 33,675 shares 33,675 $134K <0.01% +644 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,626 shares; 2024Q4: not reported; 2025Q1: 12,626 shares; 2025Q2: 12,830 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,707 shares 15,707 $134K <0.01% new Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,991 shares; 2024Q4: 150,666 shares; 2025Q1: 59,770 shares; 2025Q2: 55,817 shares; 2025Q3: 46,639 shares; 2025Q4: 45,611 shares; 2026Q1: 22,368 shares 22,368 $131K <0.01% -23,243 Timeline UXRP 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: 35,415 shares 35,415 $131K <0.01% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,445 shares; 2024Q4: 67,535 shares; 2025Q1: 66,535 shares; 2025Q2: 16,640 shares; 2025Q3: 17,564 shares; 2025Q4: 11,554 shares; 2026Q1: 11,554 shares 11,554 $125K <0.01% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,925 shares; 2025Q3: 20,483 shares; 2025Q4: 14,284 shares; 2026Q1: 14,172 shares 14,172 $124K <0.01% -112 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,698 shares; 2025Q1: 16,771 shares; 2025Q2: 16,850 shares; 2025Q3: 16,721 shares; 2025Q4: 16,794 shares; 2026Q1: 15,485 shares 15,485 $112K <0.01% -1,309 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,525 shares; 2024Q4: 17,975 shares; 2025Q1: 13,750 shares; 2025Q2: 13,750 shares; 2025Q3: 13,750 shares; 2025Q4: 14,797 shares; 2026Q1: 27,991 shares 27,991 $111K <0.01% +13,194 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,332 shares; 2024Q4: 10,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,508 shares; 2025Q4: 17,805 shares; 2026Q1: 16,039 shares 16,039 $108K <0.01% -1,766 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,499 shares 11,499 $107K <0.01% new Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: 16,231 shares; 2025Q1: 16,154 shares; 2025Q2: 15,832 shares; 2025Q3: 15,832 shares; 2025Q4: 15,672 shares; 2026Q1: 15,672 shares 15,672 $102K <0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares 10,250 $96.9K <0.01% 0 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS 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: 14,761 shares 14,761 $95.5K <0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,067 shares 13,067 $89.8K <0.01% new Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,213 shares; 2024Q4: 69,413 shares; 2025Q1: 69,413 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares 11,200 $89.6K <0.01% 0 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 14,184 shares; 2025Q3: 14,184 shares; 2025Q4: 14,184 shares; 2026Q1: 14,184 shares 14,184 $85.2K <0.01% 0 Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & DIGITAL 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: 19,032 shares 19,032 $77.3K <0.01% new Timeline BAER BRIDGER AEROSPACE GRP HLDGS More: the full row for BRIDGER AEROSPACE GRP HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares; 2026Q1: 39,000 shares 39,000 $77.2K <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,958 shares; 2024Q4: 23,965 shares; 2025Q1: 23,958 shares; 2025Q2: 23,958 shares; 2025Q3: 16,496 shares; 2025Q4: 15,596 shares; 2026Q1: 15,996 shares 15,996 $74.9K <0.01% +400 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX 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: 13,122 shares; 2025Q4: not reported; 2026Q1: 12,522 shares 12,522 $65.4K <0.01% new Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares 14,400 $60.5K <0.01% 0 Timeline FLNA FILANA THERAPEUTICS INC More: the full row for FILANA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,949 shares; 2025Q1: 40,237 shares; 2025Q2: 42,929 shares; 2025Q3: 46,271 shares; 2025Q4: 39,538 shares; 2026Q1: 35,053 shares 35,053 $59.2K <0.01% -4,485 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: not reported; 2024Q4: 11,869 shares; 2025Q1: 10,431 shares; 2025Q2: 10,431 shares; 2025Q3: 10,431 shares; 2025Q4: 10,431 shares; 2026Q1: 10,432 shares 10,432 $57.9K <0.01% +1 Timeline BWEN BROADWIND INC More: the full row for BROADWIND 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: 27,161 shares 27,161 $56.5K <0.01% new Timeline AVAL GRUPO AVAL ACCIONES Y VALORE More: the full row for GRUPO AVAL ACCIONES Y VALORE 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: 12,608 shares 12,608 $55.5K <0.01% new Timeline CRON CRONOS GROUP INC More: the full row for CRONOS 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: 21,933 shares; 2026Q1: 21,924 shares 21,924 $55K <0.01% -9 Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS 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: 30,530 shares; 2025Q4: 30,669 shares; 2026Q1: 30,952 shares 30,952 $54.5K <0.01% +283 Timeline GANX GAIN THERAPEUTICS INC More: the full row for GAIN THERAPEUTICS 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: 19,825 shares; 2026Q1: 26,500 shares 26,500 $51.4K <0.01% +6,675 Timeline ABEV AMBEV SA More: the full row for AMBEV SA 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: 16,754 shares 16,754 $48.9K <0.01% new Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS 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: 10,277 shares 10,277 $46.1K <0.01% new Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,722 shares; 2025Q1: 16,628 shares; 2025Q2: 16,628 shares; 2025Q3: 65,018 shares; 2025Q4: 48,518 shares; 2026Q1: 48,517 shares 48,517 $46.1K <0.01% -1 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,006 shares; 2024Q4: 16,863 shares; 2025Q1: 18,784 shares; 2025Q2: 18,784 shares; 2025Q3: 18,784 shares; 2025Q4: 18,784 shares; 2026Q1: 18,784 shares 18,784 $45.5K <0.01% 0 Timeline GEMI GEMINI SPACE STA INC More: the full row for GEMINI SPACE STA 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 $44.2K <0.01% new Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY 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: 15,734 shares; 2026Q1: 15,402 shares 15,402 $43K <0.01% -332 Timeline MSTU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $42.5K <0.01% new Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS 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: 10,000 shares; 2025Q3: 20,021 shares; 2025Q4: not reported; 2026Q1: 60,000 shares 60,000 $35.4K <0.01% new Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME 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: 10,339 shares 10,339 $35K <0.01% new Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,450 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares 14,450 $35K <0.01% 0 Timeline VENU VENU HLDG CORP More: the full row for VENU HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,501 shares; 2025Q1: 42,474 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,463 shares; 2026Q1: 10,463 shares 10,463 $34.6K <0.01% 0 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,500 shares 15,500 $30.2K <0.01% +500 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,716 shares; 2025Q1: 10,716 shares; 2025Q2: 10,716 shares; 2025Q3: 12,141 shares; 2025Q4: 10,732 shares; 2026Q1: 10,732 shares 10,732 $29.3K <0.01% 0 Timeline PODC PODCASTONE INC More: the full row for PODCASTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,871 shares; 2025Q1: 17,189 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 14,000 shares 14,000 $28.6K <0.01% -6,000 Timeline EVO EVOTEC AG More: the full row for EVOTEC 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: not reported; 2026Q1: 11,168 shares 11,168 $27.9K <0.01% new Timeline EQ EQUILLIUM INC More: the full row for EQUILLIUM 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: 13,875 shares; 2025Q3: 13,875 shares; 2025Q4: 13,875 shares; 2026Q1: 13,875 shares 13,875 $27.8K <0.01% 0 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,104 shares; 2025Q2: 10,104 shares; 2025Q3: 10,104 shares; 2025Q4: not reported; 2026Q1: 10,071 shares 10,071 $24.5K <0.01% new Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,798 shares; 2024Q4: 19,798 shares; 2025Q1: 19,798 shares; 2025Q2: 16,515 shares; 2025Q3: 16,515 shares; 2025Q4: 16,515 shares; 2026Q1: 16,515 shares 16,515 $23.9K <0.01% 0 Timeline BZAIW BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,500 shares; 2025Q2: 133,500 shares; 2025Q3: 105,500 shares; 2025Q4: 100,500 shares; 2026Q1: 58,520 shares 58,520 $22.2K <0.01% -41,980 Timeline AUTL AUTOLUS THERAPEUTICS LTD More: the full row for AUTOLUS THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,003 shares 14,003 $19.3K <0.01% new Timeline OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,646 shares; 2024Q4: 21,646 shares; 2025Q1: 21,646 shares; 2025Q2: 21,646 shares; 2025Q3: 21,646 shares; 2025Q4: 22,646 shares; 2026Q1: 22,646 shares 22,646 $18.9K <0.01% 0 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL 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: 11,182 shares 11,182 $14.6K <0.01% new Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI 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: 22,000 shares; 2026Q1: 22,000 shares 22,000 $13.6K <0.01% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS 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: 10,000 shares 10,000 $12.9K <0.01% new Timeline PBK POWERBANK CORP More: the full row for POWERBANK 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: 17,928 shares 17,928 $9.6K <0.01% new Timeline ATYR ATYR PHARMA INC More: the full row for ATYR PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,500 shares; 2025Q2: 20,500 shares; 2025Q3: 19,900 shares; 2025Q4: 12,900 shares; 2026Q1: 11,900 shares 11,900 $9.28K <0.01% -1,000 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 10,001 shares 10,001 $9.24K <0.01% new Timeline ZSPC ZSPACE INC More: the full row for ZSPACE 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: 38,603 shares 38,603 $4.38K <0.01% new Timeline NXATW NEXUS ADVANCED TECHNOLOGIES More: the full row for NEXUS ADVANCED TECHNOLOGIES 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: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 97,090 shares; 2026Q1: 90,890 shares 90,890 $4.13K <0.01% -6,200 Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO 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: 17,000 shares 17,000 $3.75K <0.01% -10,000 Timeline DAIC CID HOLDCO INC More: the full row for CID HOLDCO 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: 14,002 shares 14,002 $2.41K <0.01% new Timeline FUFUW BITFUFU INC More: the full row for BITFUFU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 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 $1.25K <0.01% 0 Timeline NHSRT NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD 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: not reported; 2025Q4: not reported; 2026Q1: 45,583 shares 45,583 $365 <0.01% new Timeline