ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,489 shares; 2025Q1: 2,326 shares; 2025Q2: 2,265 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,136 shares 2,136 $556K 0.02% -106 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,239 shares; 2025Q1: 25,239 shares; 2025Q2: 25,151 shares; 2025Q3: 25,151 shares; 2025Q4: 21,065 shares; 2026Q1: 19,669 shares 19,669 $555K 0.02% -1,396 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,145 shares; 2025Q1: 58,013 shares; 2025Q2: 55,236 shares; 2025Q3: 55,236 shares; 2025Q4: 41,872 shares; 2026Q1: 45,872 shares 45,872 $553K 0.02% +4,000 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,257 shares; 2025Q1: 2,933 shares; 2025Q2: 4,275 shares; 2025Q3: 4,251 shares; 2025Q4: 4,268 shares; 2026Q1: 3,854 shares 3,854 $552K 0.02% -414 Timeline VHT 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: restricted; 2024Q4: 1,911 shares; 2025Q1: 1,913 shares; 2025Q2: 1,814 shares; 2025Q3: 1,884 shares; 2025Q4: 1,816 shares; 2026Q1: 2,023 shares 2,023 $551K 0.02% +207 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,817 shares; 2025Q1: 1,052 shares; 2025Q2: 3,943 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 4,193 shares 4,193 $549K 0.02% +188 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,620 shares; 2025Q1: 8,692 shares; 2025Q2: 8,692 shares; 2025Q3: 8,722 shares; 2025Q4: 7,318 shares; 2026Q1: 6,870 shares 6,870 $549K 0.02% -448 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 1,125 shares; 2025Q2: 983 shares; 2025Q3: 1,095 shares; 2025Q4: 1,246 shares; 2026Q1: 1,269 shares 1,269 $549K 0.02% +23 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,731 shares 6,731 $547K 0.02% new Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,993 shares; 2025Q1: 15,122 shares; 2025Q2: 23,800 shares; 2025Q3: 23,800 shares; 2025Q4: 19,822 shares; 2026Q1: 18,567 shares 18,567 $547K 0.02% -1,255 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares; 2026Q1: 29,000 shares 29,000 $546K 0.02% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,180 shares; 2025Q1: 7,177 shares; 2025Q2: 7,143 shares; 2025Q3: 7,143 shares; 2025Q4: 6,156 shares; 2026Q1: 5,742 shares 5,742 $543K 0.02% -414 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,774 shares; 2025Q1: 9,852 shares; 2025Q2: 10,018 shares; 2025Q3: 13,644 shares; 2025Q4: 13,732 shares; 2026Q1: 13,732 shares 13,732 $542K 0.02% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,539 shares; 2025Q1: 5,556 shares; 2025Q2: 7,384 shares; 2025Q3: 7,428 shares; 2025Q4: 7,428 shares; 2026Q1: 6,897 shares 6,897 $541K 0.02% -531 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 3,240 shares; 2026Q1: 3,888 shares 3,888 $541K 0.02% +648 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,145 shares; 2026Q1: 15,603 shares 15,603 $536K 0.02% +6,458 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: restricted; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,460 shares; 2025Q3: 1,850 shares; 2025Q4: 2,050 shares; 2026Q1: 2,701 shares 2,701 $535K 0.02% +651 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,749 shares 1,749 $532K 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,756 shares 1,756 $523K 0.01% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,258 shares; 2025Q1: 53,405 shares; 2025Q2: 50,774 shares; 2025Q3: 46,189 shares; 2025Q4: 21,838 shares; 2026Q1: 22,272 shares 22,272 $519K 0.01% +434 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,512 shares; 2025Q1: 1,556 shares; 2025Q2: 1,569 shares; 2025Q3: 1,620 shares; 2025Q4: 1,665 shares; 2026Q1: 2,230 shares 2,230 $518K 0.01% +565 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,874 shares; 2025Q1: 8,029 shares; 2025Q2: 8,089 shares; 2025Q3: 8,068 shares; 2025Q4: 7,801 shares; 2026Q1: 7,816 shares 7,816 $518K 0.01% +15 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares; 2025Q4: 2,069 shares; 2026Q1: 2,412 shares 2,412 $515K 0.01% +343 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,082 shares; 2025Q1: 1,076 shares; 2025Q2: 816 shares; 2025Q3: 927 shares; 2025Q4: 887 shares; 2026Q1: 1,211 shares 1,211 $514K 0.01% +324 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,032 shares; 2025Q1: 4,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,189 shares; 2026Q1: 7,139 shares 7,139 $513K 0.01% +950 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,278 shares; 2025Q1: 6,284 shares; 2025Q2: 6,284 shares; 2025Q3: 6,284 shares; 2025Q4: 5,270 shares; 2026Q1: 4,930 shares 4,930 $510K 0.01% -340 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,726 shares; 2025Q1: 29,839 shares; 2025Q2: 23,442 shares; 2025Q3: 22,629 shares; 2025Q4: 21,489 shares; 2026Q1: 12,430 shares 12,430 $508K 0.01% -9,059 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,150 shares; 2025Q1: 14,366 shares; 2025Q2: 14,296 shares; 2025Q3: 14,035 shares; 2025Q4: 13,467 shares; 2026Q1: 13,587 shares 13,587 $506K 0.01% +120 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,176 shares; 2025Q4: 2,695 shares; 2026Q1: 2,200 shares 2,200 $506K 0.01% -495 Timeline ISCG 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: restricted; 2024Q4: 11,704 shares; 2025Q1: 10,238 shares; 2025Q2: 9,617 shares; 2025Q3: 9,555 shares; 2025Q4: 9,406 shares; 2026Q1: 9,212 shares 9,212 $505K 0.01% -194 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: restricted; 2024Q4: 4,535 shares; 2025Q1: 4,728 shares; 2025Q2: 4,618 shares; 2025Q3: 4,528 shares; 2025Q4: 4,534 shares; 2026Q1: 3,253 shares 3,253 $505K 0.01% -1,281 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,171 shares; 2025Q1: 2,092 shares; 2025Q2: 2,096 shares; 2025Q3: 2,110 shares; 2025Q4: 2,137 shares; 2026Q1: 2,062 shares 2,062 $503K 0.01% -75 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,456 shares; 2025Q1: 6,799 shares; 2025Q2: 8,529 shares; 2025Q3: 11,031 shares; 2025Q4: 9,487 shares; 2026Q1: 8,647 shares 8,647 $502K 0.01% -840 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,997 shares; 2025Q1: 6,599 shares; 2025Q2: 8,034 shares; 2025Q3: 7,710 shares; 2025Q4: 8,986 shares; 2026Q1: 9,658 shares 9,658 $502K 0.01% +672 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: restricted; 2024Q4: 5,089 shares; 2025Q1: 4,948 shares; 2025Q2: 4,901 shares; 2025Q3: 4,596 shares; 2025Q4: 4,585 shares; 2026Q1: 4,584 shares 4,584 $501K 0.01% -1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,409 shares; 2025Q1: 14,945 shares; 2025Q2: 14,945 shares; 2025Q3: 10,945 shares; 2025Q4: 10,945 shares; 2026Q1: 13,225 shares 13,225 $500K 0.01% +2,280 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,250 shares; 2025Q1: 10,362 shares; 2025Q2: 9,022 shares; 2025Q3: 5,187 shares; 2025Q4: 5,364 shares; 2026Q1: 5,074 shares 5,074 $496K 0.01% -290 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,862 shares; 2025Q1: 5,227 shares; 2025Q2: 8,905 shares; 2025Q3: 9,008 shares; 2025Q4: 8,265 shares; 2026Q1: 9,099 shares 9,099 $493K 0.01% +834 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,128 shares; 2025Q1: 3,524 shares; 2025Q2: 3,406 shares; 2025Q3: 1,952 shares; 2025Q4: 2,203 shares; 2026Q1: 3,898 shares 3,898 $489K 0.01% +1,695 Timeline DEUS 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: restricted; 2024Q4: 8,288 shares; 2025Q1: 8,216 shares; 2025Q2: 8,238 shares; 2025Q3: 8,236 shares; 2025Q4: 8,248 shares; 2026Q1: 8,117 shares 8,117 $486K 0.01% -131 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,762 shares 9,762 $483K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,372 shares; 2025Q1: 9,803 shares; 2025Q2: 10,741 shares; 2025Q3: 6,827 shares; 2025Q4: 6,001 shares; 2026Q1: 7,278 shares 7,278 $480K 0.01% +1,277 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,351 shares; 2025Q1: 10,702 shares; 2025Q2: 10,702 shares; 2025Q3: 10,702 shares; 2025Q4: 8,958 shares; 2026Q1: 8,370 shares 8,370 $477K 0.01% -588 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,229 shares; 2025Q1: 2,377 shares; 2025Q2: 3,267 shares; 2025Q3: 3,274 shares; 2025Q4: 3,273 shares; 2026Q1: 3,049 shares 3,049 $474K 0.01% -224 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,807 shares; 2025Q1: 8,777 shares; 2025Q2: 5,787 shares; 2025Q3: not reported; 2025Q4: 5,794 shares; 2026Q1: 8,747 shares 8,747 $474K 0.01% +2,953 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,120 shares; 2025Q1: 1,071 shares; 2025Q2: 1,011 shares; 2025Q3: 1,162 shares; 2025Q4: 1,166 shares; 2026Q1: 1,327 shares 1,327 $473K 0.01% +161 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 788 shares; 2026Q1: 1,644 shares 1,644 $472K 0.01% +856 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,293 shares; 2025Q4: 17,536 shares; 2026Q1: 43,047 shares 43,047 $471K 0.01% +25,511 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 4,984 shares; 2025Q3: 4,930 shares; 2025Q4: 4,930 shares; 2026Q1: 5,639 shares 5,639 $465K 0.01% +709 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 3,194 shares; 2025Q2: 3,317 shares; 2025Q3: 3,152 shares; 2025Q4: 3,517 shares; 2026Q1: 3,528 shares 3,528 $462K 0.01% +11 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,845 shares; 2025Q1: 45,960 shares; 2025Q2: 45,919 shares; 2025Q3: 53,458 shares; 2025Q4: 61,087 shares; 2026Q1: 66,282 shares 66,282 $461K 0.01% +5,195 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,391 shares; 2025Q1: 11,391 shares; 2025Q2: 9,684 shares; 2025Q3: 11,716 shares; 2025Q4: 10,079 shares; 2026Q1: 14,462 shares 14,462 $458K 0.01% +4,383 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 593 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 513 shares; 2025Q4: 448 shares; 2026Q1: 742 shares 742 $458K 0.01% +294 Timeline SLYG 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: restricted; 2024Q4: 5,691 shares; 2025Q1: 5,787 shares; 2025Q2: 5,549 shares; 2025Q3: 5,497 shares; 2025Q4: 5,218 shares; 2026Q1: 4,734 shares 4,734 $457K 0.01% -484 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,139 shares; 2025Q1: 5,111 shares; 2025Q2: 5,101 shares; 2025Q3: 5,091 shares; 2025Q4: 4,683 shares; 2026Q1: 4,262 shares 4,262 $451K 0.01% -421 Timeline DTCR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,890 shares; 2026Q1: 18,673 shares 18,673 $447K 0.01% +783 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: restricted; 2024Q4: 12,484 shares; 2025Q1: 9,924 shares; 2025Q2: 9,894 shares; 2025Q3: 9,943 shares; 2025Q4: 6,722 shares; 2026Q1: 6,464 shares 6,464 $447K 0.01% -258 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,179 shares; 2025Q2: 1,088 shares; 2025Q3: 1,101 shares; 2025Q4: 1,085 shares; 2026Q1: 1,071 shares 1,071 $446K 0.01% -14 Timeline VCLT 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: restricted; 2024Q4: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,909 shares; 2025Q3: 5,909 shares; 2025Q4: 5,909 shares; 2026Q1: 5,970 shares 5,970 $446K 0.01% +61 Timeline BILS 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: restricted; 2024Q4: 6,361 shares; 2025Q1: 7,228 shares; 2025Q2: 7,072 shares; 2025Q3: 5,556 shares; 2025Q4: 5,490 shares; 2026Q1: 4,456 shares 4,456 $443K 0.01% -1,034 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,610 shares; 2025Q1: not reported; 2025Q2: 16,386 shares; 2025Q3: 11,820 shares; 2025Q4: 17,108 shares; 2026Q1: 14,069 shares 14,069 $441K 0.01% -3,039 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,182 shares; 2026Q1: 8,766 shares 8,766 $437K 0.01% +2,584 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,963 shares; 2025Q1: 3,988 shares; 2025Q2: not reported; 2025Q3: 2,495 shares; 2025Q4: 3,531 shares; 2026Q1: 4,510 shares 4,510 $435K 0.01% +979 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,358 shares; 2025Q1: 12,266 shares; 2025Q2: 10,088 shares; 2025Q3: 9,579 shares; 2025Q4: 9,518 shares; 2026Q1: 8,863 shares 8,863 $435K 0.01% -655 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 403 shares; 2025Q1: not reported; 2025Q2: 1,505 shares; 2025Q3: 1,843 shares; 2025Q4: 1,615 shares; 2026Q1: 1,515 shares 1,515 $434K 0.01% -100 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: restricted; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,729 shares 1,729 $433K 0.01% -1 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 927 shares; 2025Q4: 928 shares; 2026Q1: 972 shares 972 $432K 0.01% +44 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,320 shares; 2025Q1: 10,224 shares; 2025Q2: 8,547 shares; 2025Q3: 8,475 shares; 2025Q4: 8,168 shares; 2026Q1: 8,109 shares 8,109 $432K 0.01% -59 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,302 shares; 2025Q1: 16,312 shares; 2025Q2: 16,312 shares; 2025Q3: 16,312 shares; 2025Q4: 13,647 shares; 2026Q1: 12,818 shares 12,818 $431K 0.01% -829 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,402 shares; 2026Q1: 8,499 shares 8,499 $431K 0.01% +1,097 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,139 shares; 2025Q1: 7,814 shares; 2025Q2: 7,814 shares; 2025Q3: 7,605 shares; 2025Q4: 7,605 shares; 2026Q1: 7,602 shares 7,602 $430K 0.01% -3 Timeline CEMB 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: restricted; 2024Q4: 9,241 shares; 2025Q1: 9,270 shares; 2025Q2: 9,312 shares; 2025Q3: 9,353 shares; 2025Q4: 9,409 shares; 2026Q1: 9,437 shares 9,437 $427K 0.01% +28 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: restricted; 2024Q4: 1,514 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,826 shares; 2025Q4: 1,899 shares; 2026Q1: 1,714 shares 1,714 $427K 0.01% -185 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,455 shares; 2025Q3: 9,205 shares; 2025Q4: 7,701 shares; 2026Q1: 2,194 shares 2,194 $427K 0.01% -5,507 Timeline DGRW 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: restricted; 2024Q4: 5,267 shares; 2025Q1: 4,667 shares; 2025Q2: 4,667 shares; 2025Q3: 4,667 shares; 2025Q4: 4,667 shares; 2026Q1: 4,837 shares 4,837 $425K 0.01% +170 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,813 shares; 2025Q1: 15,813 shares; 2025Q2: 18,726 shares; 2025Q3: 15,813 shares; 2025Q4: 15,813 shares; 2026Q1: 15,813 shares 15,813 $425K 0.01% 0 Timeline PVI 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: restricted; 2024Q4: not reported; 2025Q1: 34,525 shares; 2025Q2: 48,838 shares; 2025Q3: 17,531 shares; 2025Q4: 18,329 shares; 2026Q1: 17,004 shares 17,004 $423K 0.01% -1,325 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,279 shares; 2025Q1: 6,635 shares; 2025Q2: 6,480 shares; 2025Q3: 6,031 shares; 2025Q4: 6,031 shares; 2026Q1: 6,003 shares 6,003 $422K 0.01% -28 Timeline FLRN 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: restricted; 2024Q4: 18,294 shares; 2025Q1: 17,945 shares; 2025Q2: 17,844 shares; 2025Q3: 12,907 shares; 2025Q4: 12,757 shares; 2026Q1: 13,669 shares 13,669 $421K 0.01% +912 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 1,573 shares; 2026Q1: 1,948 shares 1,948 $418K 0.01% +375 Timeline SPIB 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: restricted; 2024Q4: 15,260 shares; 2025Q1: 14,737 shares; 2025Q2: 14,324 shares; 2025Q3: 12,584 shares; 2025Q4: 12,445 shares; 2026Q1: 12,396 shares 12,396 $416K 0.01% -49 Timeline BSCY 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: restricted; 2024Q4: 4,886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,951 shares 19,951 $413K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,336 shares; 2026Q1: 15,316 shares 15,316 $409K 0.01% +6,980 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,430 shares 12,430 $409K 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 405 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 527 shares; 2025Q4: 531 shares; 2026Q1: 559 shares 559 $407K 0.01% +28 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 5,635 shares; 2025Q3: 3,541 shares; 2025Q4: 3,572 shares; 2026Q1: 4,650 shares 4,650 $404K 0.01% +1,078 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,937 shares 34,937 $403K 0.01% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,450 shares; 2025Q1: 9,458 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,451 shares; 2026Q1: 9,451 shares 9,451 $401K 0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,057 shares; 2025Q3: 3,061 shares; 2025Q4: 3,061 shares; 2026Q1: 3,061 shares 3,061 $400K 0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,790 shares; 2025Q1: 33,790 shares; 2025Q2: 33,790 shares; 2025Q3: 33,070 shares; 2025Q4: 33,070 shares; 2026Q1: 33,070 shares 33,070 $399K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,107 shares; 2026Q1: 1,887 shares 1,887 $399K 0.01% +780 Timeline PJUL 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: restricted; 2024Q4: 10,016 shares; 2025Q1: 10,016 shares; 2025Q2: 10,016 shares; 2025Q3: 9,125 shares; 2025Q4: 9,125 shares; 2026Q1: 8,659 shares 8,659 $398K 0.01% -466 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,907 shares; 2025Q1: 3,902 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,785 shares; 2026Q1: 4,269 shares 4,269 $397K 0.01% +484 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 1,654 shares; 2025Q2: 1,641 shares; 2025Q3: 1,603 shares; 2025Q4: 1,608 shares; 2026Q1: 1,926 shares 1,926 $397K 0.01% +318 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,272 shares; 2025Q1: 2,839 shares; 2025Q2: 2,863 shares; 2025Q3: 2,617 shares; 2025Q4: 2,277 shares; 2026Q1: 2,090 shares 2,090 $396K 0.01% -187 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 461 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares 1,231 $396K 0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,475 shares; 2026Q1: 1,365 shares 1,365 $395K 0.01% -110 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,312 shares; 2025Q2: 1,311 shares; 2025Q3: 1,294 shares; 2025Q4: 1,489 shares; 2026Q1: 1,345 shares 1,345 $394K 0.01% -144 Timeline FLTR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,449 shares 15,449 $394K 0.01% new Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,259 shares 4,259 $393K 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,574 shares; 2025Q1: 21,460 shares; 2025Q2: 7,357 shares; 2025Q3: 7,384 shares; 2025Q4: 7,489 shares; 2026Q1: 8,033 shares 8,033 $391K 0.01% +544 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 963 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,778 shares; 2025Q4: 3,310 shares; 2026Q1: 2,348 shares 2,348 $390K 0.01% -962 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,669 shares; 2025Q1: 275 shares; 2025Q2: 6,426 shares; 2025Q3: 6,440 shares; 2025Q4: 5,979 shares; 2026Q1: 5,469 shares 5,469 $389K 0.01% -510 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,248 shares; 2025Q1: 5,007 shares; 2025Q2: 4,368 shares; 2025Q3: 5,192 shares; 2025Q4: 5,023 shares; 2026Q1: 5,175 shares 5,175 $386K 0.01% +152 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 854 shares; 2026Q1: 975 shares 975 $382K 0.01% +121 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: restricted; 2024Q4: 6,722 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,863 shares; 2026Q1: 15,610 shares 15,610 $381K 0.01% -1,253 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 5,020 shares; 2025Q4: 9,130 shares; 2026Q1: 9,149 shares 9,149 $381K 0.01% +19 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,026 shares; 2025Q4: 9,119 shares; 2026Q1: 9,327 shares 9,327 $380K 0.01% +208 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,286 shares; 2025Q1: 10,895 shares; 2025Q2: 5,363 shares; 2025Q3: 4,731 shares; 2025Q4: 4,731 shares; 2026Q1: 5,230 shares 5,230 $380K 0.01% +499 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,775 shares; 2025Q1: 6,798 shares; 2025Q2: 6,807 shares; 2025Q3: 4,604 shares; 2025Q4: 4,650 shares; 2026Q1: 7,513 shares 7,513 $380K 0.01% +2,863 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,737 shares; 2025Q1: 2,757 shares; 2025Q2: 2,745 shares; 2025Q3: 2,739 shares; 2025Q4: 3,568 shares; 2026Q1: 3,212 shares 3,212 $380K 0.01% -356 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,945 shares; 2025Q1: 6,597 shares; 2025Q2: 6,612 shares; 2025Q3: 6,688 shares; 2025Q4: 6,618 shares; 2026Q1: 9,703 shares 9,703 $379K 0.01% +3,085 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: restricted; 2024Q4: 24,385 shares; 2025Q1: 20,854 shares; 2025Q2: 15,430 shares; 2025Q3: 8,424 shares; 2025Q4: 8,424 shares; 2026Q1: 8,331 shares 8,331 $379K 0.01% -93 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 1,493 shares; 2026Q1: 3,441 shares 3,441 $377K 0.01% +1,948 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: restricted; 2024Q4: 111,770 shares; 2025Q1: 111,770 shares; 2025Q2: 21,915 shares; 2025Q3: 21,932 shares; 2025Q4: 19,016 shares; 2026Q1: 17,569 shares 17,569 $375K 0.01% -1,447 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,309 shares; 2025Q1: 1,185 shares; 2025Q2: 1,928 shares; 2025Q3: 1,366 shares; 2025Q4: 1,540 shares; 2026Q1: 1,530 shares 1,530 $372K 0.01% -10 Timeline EMXC 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: restricted; 2024Q4: 1,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,727 shares 4,727 $372K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,414 shares; 2025Q1: 2,020 shares; 2025Q2: 973 shares; 2025Q3: 1,117 shares; 2025Q4: 1,139 shares; 2026Q1: 1,765 shares 1,765 $371K 0.01% +626 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,693 shares; 2025Q1: 2,578 shares; 2025Q2: 2,234 shares; 2025Q3: 1,861 shares; 2025Q4: 1,836 shares; 2026Q1: 1,705 shares 1,705 $368K 0.01% -131 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,665 shares; 2025Q1: 2,703 shares; 2025Q2: 2,702 shares; 2025Q3: 2,890 shares; 2025Q4: 2,445 shares; 2026Q1: 2,329 shares 2,329 $368K 0.01% -116 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,880 shares 7,880 $367K 0.01% new Timeline JAAA 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: restricted; 2024Q4: 271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,276 shares 7,276 $367K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,994 shares; 2025Q1: 2,420 shares; 2025Q2: 6,760 shares; 2025Q3: 6,775 shares; 2025Q4: 5,131 shares; 2026Q1: 5,486 shares 5,486 $365K 0.01% +355 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,795 shares; 2025Q4: 3,246 shares; 2026Q1: 3,587 shares 3,587 $364K 0.01% +341 Timeline DBEF 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: restricted; 2024Q4: 7,074 shares; 2025Q1: 6,946 shares; 2025Q2: 7,167 shares; 2025Q3: 7,099 shares; 2025Q4: 7,279 shares; 2026Q1: 7,372 shares 7,372 $364K 0.01% +93 Timeline SDY 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: restricted; 2024Q4: 3,865 shares; 2025Q1: 2,910 shares; 2025Q2: 2,583 shares; 2025Q3: 2,480 shares; 2025Q4: 2,548 shares; 2026Q1: 2,493 shares 2,493 $364K 0.01% -55 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,364 shares 4,364 $363K 0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,865 shares; 2026Q1: 10,227 shares 10,227 $363K 0.01% +1,362 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,796 shares; 2026Q1: 3,240 shares 3,240 $361K 0.01% +444 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,400 shares; 2025Q1: not reported; 2025Q2: 34,400 shares; 2025Q3: 35,623 shares; 2025Q4: 30,605 shares; 2026Q1: 31,068 shares 31,068 $360K 0.01% +463 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,670 shares; 2025Q1: 30,311 shares; 2025Q2: 15,252 shares; 2025Q3: 15,600 shares; 2025Q4: 15,385 shares; 2026Q1: 15,769 shares 15,769 $358K 0.01% +384 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: restricted; 2024Q4: 8,390 shares; 2025Q1: 4,824 shares; 2025Q2: 4,461 shares; 2025Q3: 4,071 shares; 2025Q4: 3,874 shares; 2026Q1: 3,806 shares 3,806 $358K 0.01% -68 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,433 shares; 2025Q1: 19,228 shares; 2025Q2: 17,386 shares; 2025Q3: 17,416 shares; 2025Q4: 11,606 shares; 2026Q1: 11,789 shares 11,789 $357K 0.01% +183 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: restricted; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,029 shares; 2025Q4: 3,821 shares; 2026Q1: 3,736 shares 3,736 $357K 0.01% -85 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 965 shares; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,810 shares; 2025Q4: 2,083 shares; 2026Q1: 2,040 shares 2,040 $356K 0.01% -43 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,544 shares 1,544 $356K 0.01% +202 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,988 shares; 2025Q1: 3,778 shares; 2025Q2: 8,691 shares; 2025Q3: 10,278 shares; 2025Q4: 8,140 shares; 2026Q1: 8,665 shares 8,665 $356K 0.01% +525 Timeline STIP 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: restricted; 2024Q4: 1,835 shares; 2025Q1: 2,243 shares; 2025Q2: 2,443 shares; 2025Q3: 2,775 shares; 2025Q4: 3,210 shares; 2026Q1: 3,438 shares 3,438 $356K 0.01% +228 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,257 shares; 2025Q1: 5,357 shares; 2025Q2: 7,021 shares; 2025Q3: 7,408 shares; 2025Q4: 7,654 shares; 2026Q1: 5,888 shares 5,888 $354K 0.01% -1,766 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,542 shares; 2025Q1: 205 shares; 2025Q2: 2,531 shares; 2025Q3: 2,540 shares; 2025Q4: 2,551 shares; 2026Q1: 2,607 shares 2,607 $353K 0.01% +56 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 7,945 shares; 2026Q1: 6,677 shares 6,677 $352K 0.01% -1,268 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,146 shares; 2025Q1: 8,099 shares; 2025Q2: 8,099 shares; 2025Q3: 9,751 shares; 2025Q4: 8,411 shares; 2026Q1: 9,521 shares 9,521 $352K 0.01% +1,110 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: 1,992 shares; 2026Q1: 2,862 shares 2,862 $351K 0.01% +870 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,607 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,401 shares; 2026Q1: 3,565 shares 3,565 $351K 0.01% +1,164 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,961 shares; 2025Q1: 5,503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,804 shares; 2026Q1: 5,773 shares 5,773 $350K 0.01% -2,031 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,564 shares; 2025Q1: 5,592 shares; 2025Q2: 5,607 shares; 2025Q3: 6,376 shares; 2025Q4: 6,409 shares; 2026Q1: 6,354 shares 6,354 $349K 0.01% -55 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,664 shares 1,664 $347K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,705 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,460 shares 15,460 $345K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,914 shares; 2025Q1: 3,697 shares; 2025Q2: 3,642 shares; 2025Q3: 3,674 shares; 2025Q4: 3,658 shares; 2026Q1: 3,620 shares 3,620 $341K 0.01% -38 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,114 shares; 2025Q1: 7,105 shares; 2025Q2: 7,102 shares; 2025Q3: 7,900 shares; 2025Q4: 7,908 shares; 2026Q1: 6,393 shares 6,393 $341K 0.01% -1,515 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,845 shares; 2025Q1: 4,619 shares; 2025Q2: 4,619 shares; 2025Q3: 4,814 shares; 2025Q4: 4,552 shares; 2026Q1: 4,491 shares 4,491 $339K 0.01% -61 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,721 shares 6,721 $337K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,494 shares; 2025Q1: 70,120 shares; 2025Q2: 29,501 shares; 2025Q3: 30,855 shares; 2025Q4: 27,409 shares; 2026Q1: 29,149 shares 29,149 $336K 0.01% +1,740 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,502 shares; 2025Q1: 40,509 shares; 2025Q2: 13,434 shares; 2025Q3: 18,014 shares; 2025Q4: 15,638 shares; 2026Q1: 16,149 shares 16,149 $335K 0.01% +511 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,672 shares; 2025Q1: 2,661 shares; 2025Q2: 2,671 shares; 2025Q3: 2,672 shares; 2025Q4: 2,674 shares; 2026Q1: 2,291 shares 2,291 $335K 0.01% -383 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,358 shares; 2025Q1: 1,443 shares; 2025Q2: 1,384 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,614 shares 1,614 $335K 0.01% +105 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 1,798 shares; 2025Q4: 1,798 shares; 2026Q1: 2,054 shares 2,054 $332K 0.01% +256 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,624 shares 3,624 $330K 0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,751 shares; 2025Q1: 12,167 shares; 2025Q2: 12,023 shares; 2025Q3: 12,102 shares; 2025Q4: 12,076 shares; 2026Q1: 12,730 shares 12,730 $330K 0.01% +654 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,597 shares; 2025Q1: 9,597 shares; 2025Q2: 5,620 shares; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares; 2026Q1: 4,985 shares 4,985 $330K 0.01% -655 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,452 shares 3,452 $329K 0.01% new 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: restricted; 2024Q4: 3,454 shares; 2025Q1: 2,442 shares; 2025Q2: 3,782 shares; 2025Q3: 3,807 shares; 2025Q4: 3,808 shares; 2026Q1: 2,666 shares 2,666 $329K 0.01% -1,142 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares 706 $327K 0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,037 shares; 2025Q1: 2,040 shares; 2025Q2: 2,025 shares; 2025Q3: 2,027 shares; 2025Q4: 1,946 shares; 2026Q1: 2,683 shares 2,683 $325K 0.01% +737 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,498 shares; 2025Q4: 7,325 shares; 2026Q1: 3,327 shares 3,327 $324K 0.01% -3,998 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,055 shares; 2025Q2: 1,059 shares; 2025Q3: 1,060 shares; 2025Q4: 1,078 shares; 2026Q1: 1,025 shares 1,025 $322K 0.01% -53 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,868 shares; 2025Q4: 10,901 shares; 2026Q1: 10,492 shares 10,492 $320K 0.01% -409 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,315 shares; 2025Q2: 1,181 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,093 shares 1,093 $319K 0.01% +81 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,992 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,934 shares 4,934 $319K 0.01% new Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,828 shares; 2025Q1: 8,828 shares; 2025Q2: 8,828 shares; 2025Q3: 7,474 shares; 2025Q4: 6,430 shares; 2026Q1: 5,962 shares 5,962 $318K 0.01% -468 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,966 shares; 2025Q1: 3,205 shares; 2025Q2: 3,056 shares; 2025Q3: 3,349 shares; 2025Q4: 2,414 shares; 2026Q1: 1,693 shares 1,693 $317K 0.01% -721 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,040 shares; 2025Q1: 8,275 shares; 2025Q2: 8,102 shares; 2025Q3: 7,625 shares; 2025Q4: 6,287 shares; 2026Q1: 6,304 shares 6,304 $316K 0.01% +17 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,929 shares; 2025Q4: 6,808 shares; 2026Q1: 6,894 shares 6,894 $316K 0.01% +86 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,708 shares; 2026Q1: 18,418 shares 18,418 $314K 0.01% +1,710 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,523 shares; 2025Q4: 17,607 shares; 2026Q1: 13,201 shares 13,201 $314K 0.01% -4,406 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,737 shares 1,737 $313K 0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,854 shares; 2025Q4: 2,822 shares; 2026Q1: 3,397 shares 3,397 $312K 0.01% +575 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,952 shares; 2025Q1: 1,955 shares; 2025Q2: 1,893 shares; 2025Q3: 1,730 shares; 2025Q4: 1,720 shares; 2026Q1: 1,792 shares 1,792 $311K 0.01% +72 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,027 shares; 2025Q1: 7,934 shares; 2025Q2: 7,090 shares; 2025Q3: 6,888 shares; 2025Q4: 6,130 shares; 2026Q1: 6,070 shares 6,070 $310K 0.01% -60 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 934 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,656 shares 6,656 $308K 0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,042 shares; 2025Q1: 6,583 shares; 2025Q2: 7,895 shares; 2025Q3: 9,887 shares; 2025Q4: 10,397 shares; 2026Q1: 8,304 shares 8,304 $306K 0.01% -2,093 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,549 shares 12,549 $305K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,389 shares; 2025Q1: 1,161 shares; 2025Q2: 1,213 shares; 2025Q3: 1,368 shares; 2025Q4: 1,364 shares; 2026Q1: 1,459 shares 1,459 $304K 0.01% +95 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 3,213 shares; 2026Q1: 2,718 shares 2,718 $302K 0.01% -495 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,229 shares; 2025Q1: 4,999 shares; 2025Q2: 6,898 shares; 2025Q3: 6,901 shares; 2025Q4: 5,427 shares; 2026Q1: 5,117 shares 5,117 $302K 0.01% -310 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 685 shares; 2025Q1: 6,766 shares; 2025Q2: 6,768 shares; 2025Q3: 6,770 shares; 2025Q4: 6,753 shares; 2026Q1: 7,302 shares 7,302 $300K 0.01% +549 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 3,045 shares; 2025Q3: 2,612 shares; 2025Q4: 2,618 shares; 2026Q1: 2,828 shares 2,828 $300K 0.01% +210 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,096 shares; 2025Q1: 16,255 shares; 2025Q2: 12,840 shares; 2025Q3: 12,910 shares; 2025Q4: 12,910 shares; 2026Q1: 13,749 shares 13,749 $298K 0.01% +839 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,329 shares; 2025Q1: 5,073 shares; 2025Q2: 5,074 shares; 2025Q3: 5,651 shares; 2025Q4: 5,055 shares; 2026Q1: 5,158 shares 5,158 $297K 0.01% +103 Timeline PHYS 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: restricted; 2024Q4: 5,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,981 shares; 2025Q4: 7,981 shares; 2026Q1: 8,366 shares 8,366 $296K 0.01% +385 Timeline IJT 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: restricted; 2024Q4: 1,883 shares; 2025Q1: 1,884 shares; 2025Q2: 2,084 shares; 2025Q3: 2,220 shares; 2025Q4: 2,222 shares; 2026Q1: 2,046 shares 2,046 $296K 0.01% -176 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,406 shares; 2025Q1: not reported; 2025Q2: 2,754 shares; 2025Q3: 3,112 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares 2,718 $295K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,396 shares; 2025Q1: 2,145 shares; 2025Q2: 1,723 shares; 2025Q3: 1,726 shares; 2025Q4: 1,793 shares; 2026Q1: 2,436 shares 2,436 $294K 0.01% +643 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,786 shares 3,786 $293K 0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,203 shares; 2025Q1: 25,562 shares; 2025Q2: 30,703 shares; 2025Q3: 29,332 shares; 2025Q4: 31,559 shares; 2026Q1: 32,119 shares 32,119 $293K 0.01% +560 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,041 shares 1,041 $293K 0.01% +22 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,636 shares; 2025Q1: 4,244 shares; 2025Q2: 4,491 shares; 2025Q3: 4,495 shares; 2025Q4: 4,731 shares; 2026Q1: 4,002 shares 4,002 $291K 0.01% -729 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,048 shares; 2025Q1: 2,659 shares; 2025Q2: 1,421 shares; 2025Q3: 1,316 shares; 2025Q4: 1,317 shares; 2026Q1: 1,396 shares 1,396 $290K 0.01% +79 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: restricted; 2024Q4: 2,549 shares; 2025Q1: 2,556 shares; 2025Q2: 2,562 shares; 2025Q3: 2,571 shares; 2025Q4: 2,577 shares; 2026Q1: 2,584 shares 2,584 $290K 0.01% +7 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,960 shares; 2025Q1: 6,960 shares; 2025Q2: 6,960 shares; 2025Q3: 6,960 shares; 2025Q4: 6,960 shares; 2026Q1: 6,960 shares 6,960 $290K 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: restricted; 2024Q4: 18,338 shares; 2025Q1: 15,109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,510 shares; 2026Q1: 6,114 shares 6,114 $286K 0.01% -3,396 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 2,182 shares 2,182 $286K 0.01% +128 Timeline AGZ 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: restricted; 2024Q4: 3,798 shares; 2025Q1: 2,937 shares; 2025Q2: 2,829 shares; 2025Q3: 2,761 shares; 2025Q4: 2,651 shares; 2026Q1: 2,604 shares 2,604 $286K 0.01% -47 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 761 shares; 2026Q1: 1,163 shares 1,163 $284K 0.01% +402 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 327 shares; 2026Q1: 387 shares 387 $282K 0.01% +60 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 880 shares; 2025Q2: 882 shares; 2025Q3: 883 shares; 2025Q4: 957 shares; 2026Q1: 884 shares 884 $281K 0.01% -73 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares 639 $279K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: not reported; 2025Q2: 10,236 shares; 2025Q3: 10,356 shares; 2025Q4: 10,370 shares; 2026Q1: 19,575 shares 19,575 $275K 0.01% +9,205 Timeline TAN 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: restricted; 2024Q4: 1,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,812 shares; 2026Q1: 4,896 shares 4,896 $273K 0.01% +84 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 3,404 shares; 2025Q4: 2,644 shares; 2026Q1: 2,604 shares 2,604 $273K 0.01% -40 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,175 shares; 2025Q1: 4,165 shares; 2025Q2: 4,177 shares; 2025Q3: 4,189 shares; 2025Q4: 3,936 shares; 2026Q1: 3,350 shares 3,350 $271K 0.01% -586 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,017 shares; 2025Q4: not reported; 2026Q1: 3,844 shares 3,844 $271K 0.01% new Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,166 shares 2,166 $271K 0.01% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,295 shares; 2026Q1: 6,634 shares 6,634 $269K 0.01% -661 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,919 shares; 2025Q1: 22,919 shares; 2025Q2: 22,919 shares; 2025Q3: 22,919 shares; 2025Q4: 14,919 shares; 2026Q1: 14,919 shares 14,919 $268K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,707 shares; 2025Q1: 1,909 shares; 2025Q2: 2,395 shares; 2025Q3: 2,259 shares; 2025Q4: 2,152 shares; 2026Q1: 2,118 shares 2,118 $267K 0.01% -34 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,921 shares; 2025Q4: 3,921 shares; 2026Q1: 5,024 shares 5,024 $266K 0.01% +1,103 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,003 shares 1,003 $266K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,682 shares; 2025Q1: 13,369 shares; 2025Q2: 14,545 shares; 2025Q3: 14,747 shares; 2025Q4: 9,468 shares; 2026Q1: 9,662 shares 9,662 $265K 0.01% +194 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,414 shares; 2025Q1: not reported; 2025Q2: 6,414 shares; 2025Q3: 6,414 shares; 2025Q4: 6,499 shares; 2026Q1: 6,499 shares 6,499 $265K 0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,613 shares; 2025Q4: 10,553 shares; 2026Q1: 13,378 shares 13,378 $265K 0.01% +2,825 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 633 shares; 2025Q1: 600 shares; 2025Q2: 593 shares; 2025Q3: 630 shares; 2025Q4: 3,132 shares; 2026Q1: 2,511 shares 2,511 $262K 0.01% -621 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 476 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 308 shares 308 $262K 0.01% new 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: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,204 shares; 2025Q2: 1,206 shares; 2025Q3: 1,255 shares; 2025Q4: 1,305 shares; 2026Q1: 1,261 shares 1,261 $260K 0.01% -44 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 657 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,154 shares 1,154 $259K 0.01% new Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,775 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares; 2025Q4: 3,569 shares; 2026Q1: 3,569 shares 3,569 $257K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,978 shares 15,978 $254K 0.01% new Timeline VGLT 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: restricted; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,554 shares; 2025Q3: 4,554 shares; 2025Q4: 4,555 shares; 2026Q1: 4,572 shares 4,572 $253K 0.01% +17 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,106 shares; 2025Q1: 6,283 shares; 2025Q2: 6,322 shares; 2025Q3: 5,492 shares; 2025Q4: 5,497 shares; 2026Q1: 4,258 shares 4,258 $252K 0.01% -1,239 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 3,088 shares; 2025Q2: 3,215 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,077 shares 2,077 $252K 0.01% new 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: restricted; 2024Q4: 18,520 shares; 2025Q1: 17,476 shares; 2025Q2: 17,302 shares; 2025Q3: 15,936 shares; 2025Q4: 14,862 shares; 2026Q1: 14,658 shares 14,658 $251K 0.01% -204 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,279 shares; 2025Q1: 2,980 shares; 2025Q2: 3,416 shares; 2025Q3: 3,812 shares; 2025Q4: 3,797 shares; 2026Q1: 1,410 shares 1,410 $251K 0.01% -2,387 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,785 shares; 2025Q1: 1,779 shares; 2025Q2: 1,568 shares; 2025Q3: 1,620 shares; 2025Q4: 1,466 shares; 2026Q1: 1,483 shares 1,483 $251K 0.01% +17 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,103 shares; 2026Q1: 2,711 shares 2,711 $250K 0.01% +608 Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,466 shares; 2025Q1: 13,466 shares; 2025Q2: 13,466 shares; 2025Q3: 13,466 shares; 2025Q4: 13,466 shares; 2026Q1: 13,466 shares 13,466 $249K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: 943 shares; 2025Q4: 1,053 shares; 2026Q1: 905 shares 905 $249K 0.01% -148 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: restricted; 2024Q4: 28 shares; 2025Q1: not reported; 2025Q2: 3,725 shares; 2025Q3: 4,484 shares; 2025Q4: 1,325 shares; 2026Q1: 1,045 shares 1,045 $249K 0.01% -280 Timeline DBP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,242 shares 2,242 $247K 0.01% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,743 shares; 2025Q1: 10,811 shares; 2025Q2: 10,920 shares; 2025Q3: 11,025 shares; 2025Q4: 11,173 shares; 2026Q1: 11,091 shares 11,091 $246K 0.01% -82 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: restricted; 2024Q4: 124 shares; 2025Q1: not reported; 2025Q2: 4,907 shares; 2025Q3: 4,909 shares; 2025Q4: 5,013 shares; 2026Q1: 5,368 shares 5,368 $246K 0.01% +355 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: restricted; 2024Q4: 6,157 shares; 2025Q1: 6,157 shares; 2025Q2: 6,157 shares; 2025Q3: 6,157 shares; 2025Q4: 6,157 shares; 2026Q1: 6,157 shares 6,157 $245K 0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,231 shares; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 469 shares 469 $245K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 13,824 shares; 2025Q2: 13,770 shares; 2025Q3: 14,910 shares; 2025Q4: 14,637 shares; 2026Q1: 15,437 shares 15,437 $244K 0.01% +800 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: restricted; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,595 shares 5,595 $244K 0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: not reported; 2025Q2: 10,526 shares; 2025Q3: 6,535 shares; 2025Q4: 7,068 shares; 2026Q1: 9,208 shares 9,208 $244K 0.01% +2,140 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,927 shares; 2025Q1: 5,952 shares; 2025Q2: 5,983 shares; 2025Q3: not reported; 2025Q4: 3,021 shares; 2026Q1: 3,042 shares 3,042 $243K 0.01% +21 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: restricted; 2024Q4: 51,577 shares; 2025Q1: 45,577 shares; 2025Q2: 45,577 shares; 2025Q3: 45,577 shares; 2025Q4: 43,577 shares; 2026Q1: 43,577 shares 43,577 $242K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,606 shares; 2025Q1: 1,427 shares; 2025Q2: 1,421 shares; 2025Q3: 1,428 shares; 2025Q4: 1,414 shares; 2026Q1: 1,392 shares 1,392 $238K 0.01% -22 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,091 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,428 shares; 2026Q1: 6,432 shares 6,432 $236K 0.01% +4 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,080 shares; 2025Q1: 26,080 shares; 2025Q2: 17,800 shares; 2025Q3: 17,800 shares; 2025Q4: 16,388 shares; 2026Q1: 16,388 shares 16,388 $235K 0.01% 0 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: restricted; 2024Q4: 385 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,839 shares 1,839 $235K 0.01% new Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,083 shares 2,083 $235K 0.01% new Timeline MBB 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: restricted; 2024Q4: 2,726 shares; 2025Q1: 2,744 shares; 2025Q2: 2,723 shares; 2025Q3: 2,813 shares; 2025Q4: 2,503 shares; 2026Q1: 2,459 shares 2,459 $233K 0.01% -44 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: restricted; 2024Q4: 10,116 shares; 2025Q1: 9,107 shares; 2025Q2: 8,897 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,179 shares 6,179 $232K 0.01% new Timeline BSMU 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: restricted; 2024Q4: 46,383 shares; 2025Q1: 43,883 shares; 2025Q2: 22,916 shares; 2025Q3: 15,681 shares; 2025Q4: 9,220 shares; 2026Q1: 10,636 shares 10,636 $232K 0.01% +1,416 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,333 shares; 2025Q1: 12,333 shares; 2025Q2: 12,333 shares; 2025Q3: 12,333 shares; 2025Q4: 12,333 shares; 2026Q1: 6,333 shares 6,333 $232K 0.01% -6,000 Timeline PFFD 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: restricted; 2024Q4: 13,954 shares; 2025Q1: 13,176 shares; 2025Q2: 13,011 shares; 2025Q3: 11,860 shares; 2025Q4: 11,592 shares; 2026Q1: 12,546 shares 12,546 $231K 0.01% +954 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 829 shares; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: 1,708 shares; 2025Q4: not reported; 2026Q1: 1,506 shares 1,506 $231K 0.01% new Timeline SPIN SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500 $229K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,225 shares; 2025Q1: 882 shares; 2025Q2: 2,206 shares; 2025Q3: 2,204 shares; 2025Q4: not reported; 2026Q1: 1,326 shares 1,326 $229K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,682 shares 1,682 $229K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,495 shares; 2025Q1: 4,141 shares; 2025Q2: 4,194 shares; 2025Q3: 4,286 shares; 2025Q4: 4,962 shares; 2026Q1: 4,651 shares 4,651 $227K 0.01% -311 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,934 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,948 shares; 2026Q1: 3,164 shares 3,164 $227K 0.01% +216 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,339 shares; 2025Q1: 123 shares; 2025Q2: 1,126 shares; 2025Q3: 1,127 shares; 2025Q4: 1,142 shares; 2026Q1: 1,150 shares 1,150 $227K 0.01% +8 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,604 shares; 2025Q1: 11,604 shares; 2025Q2: 10,213 shares; 2025Q3: 9,765 shares; 2025Q4: 9,800 shares; 2026Q1: 10,956 shares 10,956 $227K 0.01% +1,156 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,207 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,215 shares 6,215 $226K 0.01% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,413 shares; 2025Q1: 4,635 shares; 2025Q2: not reported; 2025Q3: 4,356 shares; 2025Q4: 4,376 shares; 2026Q1: 4,812 shares 4,812 $226K 0.01% +436 Timeline IUSB 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: restricted; 2024Q4: 8,512 shares; 2025Q1: 8,698 shares; 2025Q2: 8,214 shares; 2025Q3: 4,983 shares; 2025Q4: 4,947 shares; 2026Q1: 4,877 shares 4,877 $225K 0.01% -70 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,921 shares; 2025Q1: 4,074 shares; 2025Q2: 11,665 shares; 2025Q3: 4,067 shares; 2025Q4: 4,068 shares; 2026Q1: 4,216 shares 4,216 $225K 0.01% +148 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,167 shares; 2026Q1: 2,400 shares 2,400 $224K 0.01% +233 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,329 shares; 2025Q1: 4,329 shares; 2025Q2: 4,997 shares; 2025Q3: 4,265 shares; 2025Q4: 4,285 shares; 2026Q1: 4,638 shares 4,638 $223K 0.01% +353 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 4,116 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,966 shares 2,966 $223K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,540 shares 5,540 $223K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares 256 $222K 0.01% new Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,128 shares; 2025Q1: 30,178 shares; 2025Q2: 16,272 shares; 2025Q3: 16,708 shares; 2025Q4: 21,217 shares; 2026Q1: 21,707 shares 21,707 $220K 0.01% +490 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 1,259 shares 1,259 $219K 0.01% -791 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: restricted; 2024Q4: 1,102 shares; 2025Q1: 757 shares; 2025Q2: 1,094 shares; 2025Q3: 1,109 shares; 2025Q4: 1,118 shares; 2026Q1: 1,006 shares 1,006 $218K 0.01% -112 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,203 shares; 2025Q3: 6,486 shares; 2025Q4: 4,812 shares; 2026Q1: 2,838 shares 2,838 $218K 0.01% -1,974 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,386 shares; 2025Q1: 52,884 shares; 2025Q2: 53,818 shares; 2025Q3: 54,437 shares; 2025Q4: 54,715 shares; 2026Q1: 102,909 shares 102,909 $218K 0.01% +48,194 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 3,064 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 2,166 shares 2,166 $218K 0.01% -993 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,010 shares; 2025Q1: 2,014 shares; 2025Q2: not reported; 2025Q3: 1,803 shares; 2025Q4: not reported; 2026Q1: 1,975 shares 1,975 $217K 0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,677 shares; 2026Q1: 4,132 shares 4,132 $216K 0.01% -1,545 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $215K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,412 shares; 2025Q1: 3,454 shares; 2025Q2: 3,455 shares; 2025Q3: 3,310 shares; 2025Q4: not reported; 2026Q1: 2,706 shares 2,706 $215K 0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,152 shares 2,152 $215K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,266 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,356 shares 2,356 $214K 0.01% new Timeline NLR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,606 shares 1,606 $214K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,257 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,073 shares 3,073 $213K 0.01% new Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,370 shares 20,370 $213K 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: restricted; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,199 shares; 2025Q4: 4,199 shares; 2026Q1: 4,199 shares 4,199 $212K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,117 shares; 2025Q1: 7,755 shares; 2025Q2: 7,741 shares; 2025Q3: 4,311 shares; 2025Q4: not reported; 2026Q1: 2,684 shares 2,684 $211K 0.01% new Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,386 shares 3,386 $210K 0.01% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,882 shares 2,882 $209K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,246 shares; 2026Q1: 5,299 shares 5,299 $209K 0.01% -24,947 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,822 shares 2,822 $207K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 9,837 shares; 2025Q3: 8,244 shares; 2025Q4: 8,210 shares; 2026Q1: 8,210 shares 8,210 $204K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,488 shares 2,488 $203K 0.01% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,484 shares; 2025Q2: 1,214 shares; 2025Q3: 803 shares; 2025Q4: 689 shares; 2026Q1: 632 shares 632 $202K 0.01% -57 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,701 shares; 2025Q1: not reported; 2025Q2: 19,550 shares; 2025Q3: 19,550 shares; 2025Q4: 19,723 shares; 2026Q1: 51,353 shares 51,353 $199K 0.01% +31,630 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,802 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,774 shares 12,774 $189K 0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,825 shares 17,825 $185K 0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 533 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,508 shares 14,508 $184K 0.01% new Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,534 shares; 2026Q1: 12,915 shares 12,915 $179K 0.01% +1,381 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,593 shares 15,593 $172K <0.01% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,806 shares 24,806 $170K <0.01% new Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,751 shares 20,751 $167K <0.01% new Timeline IE IVANHOE ELECTRIC INC More: the full row for IVANHOE ELECTRIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,273 shares; 2026Q1: 13,273 shares 13,273 $157K <0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares 12,600 $153K <0.01% 0 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,892 shares; 2025Q1: 18,893 shares; 2025Q2: 16,066 shares; 2025Q3: 16,066 shares; 2025Q4: 16,066 shares; 2026Q1: 16,066 shares 16,066 $152K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,618 shares; 2025Q1: 17,401 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,700 shares; 2026Q1: 15,700 shares 15,700 $151K <0.01% 0 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: restricted; 2024Q4: 8,853 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,351 shares 13,351 $134K <0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,821 shares; 2025Q1: 20,065 shares; 2025Q2: 14,367 shares; 2025Q3: 14,367 shares; 2025Q4: 15,068 shares; 2026Q1: 14,597 shares 14,597 $131K <0.01% -471 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,577 shares; 2025Q1: 20,764 shares; 2025Q2: 20,747 shares; 2025Q3: 18,486 shares; 2025Q4: 18,432 shares; 2026Q1: 14,066 shares 14,066 $130K <0.01% -4,366 Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $129K <0.01% 0 Timeline APLX INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 10,800 shares 10,800 $118K <0.01% +4,800 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 847 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,094 shares 10,094 $105K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,065 shares 10,065 $93.7K <0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,398 shares 10,398 $85.6K <0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,677 shares; 2025Q1: 15,102 shares; 2025Q2: 12,904 shares; 2025Q3: 11,305 shares; 2025Q4: 10,283 shares; 2026Q1: 10,314 shares 10,314 $82.9K <0.01% +31 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,673 shares 14,673 $73.8K <0.01% new Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,038 shares 12,038 $67.4K <0.01% new Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,682 shares; 2025Q1: 70,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,091 shares; 2026Q1: 13,772 shares 13,772 $33.6K <0.01% +2,681 Timeline RPAY REPAY HLDGS CORP More: the full row for REPAY HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,175 shares; 2025Q1: 10,175 shares; 2025Q2: 10,175 shares; 2025Q3: 10,175 shares; 2025Q4: 10,175 shares; 2026Q1: 10,175 shares 10,175 $26.5K <0.01% 0 Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,100 shares 13,100 $9.07K <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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $6.02K <0.01% 0 Timeline