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: 2,014 shares; 2025Q1: 2,639 shares; 2025Q2: 1,656 shares; 2025Q3: 1,555 shares; 2025Q4: 1,478 shares; 2026Q1: 877 shares 877 $385K 0.02% -601 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,710 shares; 2025Q2: 3,169 shares; 2025Q3: 3,822 shares; 2025Q4: 5,587 shares; 2026Q1: 5,644 shares 5,644 $384K 0.02% +57 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,050 shares; 2025Q1: 56,117 shares; 2025Q2: 46,371 shares; 2025Q3: 40,974 shares; 2025Q4: 41,116 shares; 2026Q1: 38,353 shares 38,353 $382K 0.02% -2,763 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,050 shares; 2025Q1: 67,291 shares; 2025Q2: 49,977 shares; 2025Q3: 52,930 shares; 2025Q4: 52,930 shares; 2026Q1: 51,889 shares 51,889 $376K 0.02% -1,041 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,537 shares; 2025Q1: 12,480 shares; 2025Q2: 2,253 shares; 2025Q3: 1,870 shares; 2025Q4: 1,948 shares; 2026Q1: 1,501 shares 1,501 $376K 0.02% -447 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,402 shares; 2025Q1: 4,128 shares; 2025Q2: 4,431 shares; 2025Q3: 4,913 shares; 2025Q4: 4,571 shares; 2026Q1: 4,368 shares 4,368 $375K 0.02% -203 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD 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: 23,915 shares 23,915 $375K 0.02% new 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: 57,274 shares; 2025Q1: 23,860 shares; 2025Q2: 13,014 shares; 2025Q3: 12,950 shares; 2025Q4: 15,441 shares; 2026Q1: 16,554 shares 16,554 $374K 0.02% +1,113 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: 13,710 shares; 2025Q1: 13,710 shares; 2025Q2: 11,314 shares; 2025Q3: 10,286 shares; 2025Q4: 10,166 shares; 2026Q1: 10,958 shares 10,958 $374K 0.02% +792 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,865 shares; 2025Q1: 11,093 shares; 2025Q2: 7,645 shares; 2025Q3: 7,248 shares; 2025Q4: 7,245 shares; 2026Q1: 4,508 shares 4,508 $374K 0.02% -2,737 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,632 shares; 2025Q1: 41,597 shares; 2025Q2: 42,727 shares; 2025Q3: 43,743 shares; 2025Q4: 37,369 shares; 2026Q1: 37,078 shares 37,078 $366K 0.02% -291 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,086 shares; 2025Q1: 55,243 shares; 2025Q2: 8,415 shares; 2025Q3: 7,058 shares; 2025Q4: 7,678 shares; 2026Q1: 5,921 shares 5,921 $366K 0.02% -1,757 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,548 shares; 2025Q1: 47,200 shares; 2025Q2: 48,470 shares; 2025Q3: 49,086 shares; 2025Q4: 48,941 shares; 2026Q1: 48,281 shares 48,281 $365K 0.02% -660 Timeline NXXT NEXTNRG INC More: the full row for NEXTNRG 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: 300,000 shares; 2026Q1: 900,508 shares 900,508 $361K 0.02% +600,508 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 7,364 shares; 2026Q1: 6,004 shares 6,004 $360K 0.02% -1,360 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: 2,751 shares; 2025Q1: 2,623 shares; 2025Q2: 2,164 shares; 2025Q3: 2,096 shares; 2025Q4: 2,237 shares; 2026Q1: 2,139 shares 2,139 $360K 0.02% -98 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,750 shares; 2025Q1: 12,750 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 12,750 shares; 2026Q1: 15,850 shares 15,850 $360K 0.02% +3,100 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,922 shares; 2025Q1: 5,604 shares; 2025Q2: 3,210 shares; 2025Q3: 3,498 shares; 2025Q4: 3,278 shares; 2026Q1: 3,111 shares 3,111 $359K 0.02% -167 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,501 shares; 2025Q1: 9,590 shares; 2025Q2: 9,834 shares; 2025Q3: 10,028 shares; 2025Q4: 10,179 shares; 2026Q1: 10,161 shares 10,161 $357K 0.02% -18 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,922 shares; 2025Q3: 6,738 shares; 2025Q4: 3,438 shares; 2026Q1: 3,850 shares 3,850 $355K 0.02% +412 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,370 shares; 2025Q1: 3,470 shares; 2025Q2: 3,520 shares; 2025Q3: 4,521 shares; 2025Q4: 5,921 shares; 2026Q1: 5,221 shares 5,221 $355K 0.02% -700 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,650 shares; 2026Q1: 7,000 shares 7,000 $354K 0.02% +1,350 Timeline SMDV 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: 5,238 shares; 2025Q1: 5,107 shares; 2025Q2: 4,819 shares; 2025Q3: 4,819 shares; 2025Q4: 5,198 shares; 2026Q1: 5,176 shares 5,176 $353K 0.02% -22 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,112 shares; 2025Q2: 5,629 shares; 2025Q3: 5,617 shares; 2025Q4: 5,616 shares; 2026Q1: 5,427 shares 5,427 $351K 0.02% -189 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,016 shares; 2025Q1: 9,823 shares; 2025Q2: 5,157 shares; 2025Q3: 6,179 shares; 2025Q4: 4,581 shares; 2026Q1: 5,483 shares 5,483 $350K 0.02% +902 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: 4,941 shares; 2025Q1: 5,112 shares; 2025Q2: 4,128 shares; 2025Q3: 3,499 shares; 2025Q4: 3,500 shares; 2026Q1: 2,956 shares 2,956 $350K 0.02% -544 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,585 shares; 2025Q1: 6,592 shares; 2025Q2: 4,639 shares; 2025Q3: 3,765 shares; 2025Q4: 3,339 shares; 2026Q1: 3,161 shares 3,161 $348K 0.02% -178 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,491 shares; 2025Q2: 30,600 shares; 2025Q3: 32,568 shares; 2025Q4: 27,189 shares; 2026Q1: 26,862 shares 26,862 $348K 0.02% -327 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,219 shares; 2025Q1: 62,165 shares; 2025Q2: 15,538 shares; 2025Q3: 11,237 shares; 2025Q4: 8,981 shares; 2026Q1: 8,313 shares 8,313 $348K 0.02% -668 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,503 shares; 2025Q1: 11,058 shares; 2025Q2: 9,644 shares; 2025Q3: 5,269 shares; 2025Q4: 4,304 shares; 2026Q1: 4,305 shares 4,305 $344K 0.02% +1 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,059 shares; 2025Q1: 3,992 shares; 2025Q2: 3,601 shares; 2025Q3: 3,310 shares; 2025Q4: 2,916 shares; 2026Q1: 920 shares 920 $342K 0.02% -1,996 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,891 shares; 2025Q1: 3,091 shares; 2025Q2: 2,948 shares; 2025Q3: 2,702 shares; 2025Q4: 2,698 shares; 2026Q1: 1,702 shares 1,702 $342K 0.02% -996 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,165 shares; 2025Q2: 15,091 shares; 2025Q3: 12,540 shares; 2025Q4: 11,573 shares; 2026Q1: 9,600 shares 9,600 $342K 0.02% -1,973 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,130 shares; 2025Q1: 7,740 shares; 2025Q2: 7,975 shares; 2025Q3: 6,625 shares; 2025Q4: 6,213 shares; 2026Q1: 5,143 shares 5,143 $341K 0.02% -1,070 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 52,748 shares; 2025Q2: 62,028 shares; 2025Q3: 55,728 shares; 2025Q4: 56,363 shares; 2026Q1: 17,618 shares 17,618 $341K 0.02% -38,745 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,699 shares; 2025Q2: 5,187 shares; 2025Q3: 5,333 shares; 2025Q4: 6,486 shares; 2026Q1: 6,754 shares 6,754 $337K 0.02% +268 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,332 shares; 2025Q1: 12,754 shares; 2025Q2: 9,238 shares; 2025Q3: 6,485 shares; 2025Q4: 7,267 shares; 2026Q1: 7,269 shares 7,269 $337K 0.02% +2 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,889 shares; 2025Q1: 31,413 shares; 2025Q2: 13,192 shares; 2025Q3: 14,498 shares; 2025Q4: 14,724 shares; 2026Q1: 14,499 shares 14,499 $336K 0.02% -225 Timeline RILY BRC GROUP HOLDINGS INC More: the full row for BRC GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,221 shares; 2025Q1: 51,459 shares; 2025Q2: 51,765 shares; 2025Q3: 40,870 shares; 2025Q4: 51,070 shares; 2026Q1: 49,020 shares 49,020 $334K 0.02% -2,050 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 2,531 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $334K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,253 shares; 2025Q2: 950 shares; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 1,129 shares 1,129 $334K 0.02% +383 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 287 shares; 2025Q2: 4,139 shares; 2025Q3: 3,682 shares; 2025Q4: 4,297 shares; 2026Q1: 3,619 shares 3,619 $333K 0.02% -678 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: 3,014 shares; 2025Q1: 2,667 shares; 2025Q2: 1,574 shares; 2025Q3: 1,180 shares; 2025Q4: 1,195 shares; 2026Q1: 1,167 shares 1,167 $332K 0.02% -28 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,701 shares; 2025Q1: 4,496 shares; 2025Q2: 2,051 shares; 2025Q3: not reported; 2025Q4: 1,848 shares; 2026Q1: 1,670 shares 1,670 $332K 0.02% -178 Timeline REGL 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: 4,866 shares; 2025Q1: 3,870 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares 3,870 $330K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 2,600 shares; 2025Q2: 660 shares; 2025Q3: 652 shares; 2025Q4: 656 shares; 2026Q1: 460 shares 460 $329K 0.02% -196 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,939 shares; 2025Q1: 20,217 shares; 2025Q2: 6,581 shares; 2025Q3: 3,706 shares; 2025Q4: 3,395 shares; 2026Q1: 3,856 shares 3,856 $327K 0.02% +461 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,713 shares 6,713 $327K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,422 shares; 2025Q1: 3,116 shares; 2025Q2: 1,007 shares; 2025Q3: 1,101 shares; 2025Q4: 1,012 shares; 2026Q1: 765 shares 765 $326K 0.02% -247 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,945 shares; 2025Q2: 1,746 shares; 2025Q3: 1,599 shares; 2025Q4: 1,682 shares; 2026Q1: 1,710 shares 1,710 $324K 0.02% +28 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,059 shares; 2025Q1: 6,301 shares; 2025Q2: 5,442 shares; 2025Q3: 5,739 shares; 2025Q4: 5,784 shares; 2026Q1: 5,835 shares 5,835 $324K 0.02% +51 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,184 shares; 2025Q1: 24,193 shares; 2025Q2: 4,245 shares; 2025Q3: 3,858 shares; 2025Q4: 3,564 shares; 2026Q1: 3,524 shares 3,524 $323K 0.02% -40 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: 2,337 shares; 2025Q1: 2,448 shares; 2025Q2: 2,441 shares; 2025Q3: 2,268 shares; 2025Q4: 2,409 shares; 2026Q1: 2,280 shares 2,280 $323K 0.02% -129 Timeline DEM 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: 8,011 shares; 2025Q1: 8,456 shares; 2025Q2: 8,016 shares; 2025Q3: 8,020 shares; 2025Q4: 8,022 shares; 2026Q1: 6,623 shares 6,623 $320K 0.02% -1,399 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,245 shares; 2025Q1: 22,789 shares; 2025Q2: 105,346 shares; 2025Q3: 130,124 shares; 2025Q4: 130,806 shares; 2026Q1: 15,048 shares 15,048 $320K 0.02% -115,758 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: 30,903 shares; 2025Q1: 35,832 shares; 2025Q2: 32,763 shares; 2025Q3: 32,463 shares; 2025Q4: 33,038 shares; 2026Q1: 6,165 shares 6,165 $319K 0.02% -26,873 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,986 shares; 2025Q1: 9,749 shares; 2025Q2: 10,049 shares; 2025Q3: 8,166 shares; 2025Q4: 8,169 shares; 2026Q1: 7,918 shares 7,918 $316K 0.02% -251 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,110 shares; 2025Q1: 4,398 shares; 2025Q2: 2,802 shares; 2025Q3: 2,786 shares; 2025Q4: 3,646 shares; 2026Q1: 3,862 shares 3,862 $315K 0.02% +216 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,592 shares; 2025Q1: 24,429 shares; 2025Q2: 8,192 shares; 2025Q3: 8,060 shares; 2025Q4: 7,758 shares; 2026Q1: 7,143 shares 7,143 $314K 0.02% -615 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,580 shares; 2025Q1: 32,062 shares; 2025Q2: 26,622 shares; 2025Q3: 28,541 shares; 2025Q4: 29,068 shares; 2026Q1: 2,982 shares 2,982 $314K 0.02% -26,086 Timeline SPYG 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: 130,302 shares; 2025Q1: 11,422 shares; 2025Q2: 25,580 shares; 2025Q3: 28,989 shares; 2025Q4: 27,414 shares; 2026Q1: 3,327 shares 3,327 $313K 0.02% -24,087 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,500 shares; 2025Q1: 25,012 shares; 2025Q2: 11,390 shares; 2025Q3: 10,394 shares; 2025Q4: 6,241 shares; 2026Q1: 6,261 shares 6,261 $312K 0.02% +20 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,612 shares; 2025Q3: 1,607 shares; 2025Q4: 1,609 shares; 2026Q1: 1,550 shares 1,550 $311K 0.02% -59 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,620 shares; 2025Q1: 23,913 shares; 2025Q2: 33,222 shares; 2025Q3: 19,208 shares; 2025Q4: 2,314 shares; 2026Q1: 2,502 shares 2,502 $311K 0.02% +188 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: 25,025 shares; 2025Q1: 25,717 shares; 2025Q2: 26,005 shares; 2025Q3: 28,796 shares; 2025Q4: 27,245 shares; 2026Q1: 26,532 shares 26,532 $310K 0.02% -713 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,142 shares; 2025Q1: 1,566 shares; 2025Q2: 1,001 shares; 2025Q3: 1,011 shares; 2025Q4: 845 shares; 2026Q1: 661 shares 661 $309K 0.02% -184 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,940 shares; 2025Q1: 4,973 shares; 2025Q2: 8,905 shares; 2025Q3: 13,074 shares; 2025Q4: 13,034 shares; 2026Q1: 6,841 shares 6,841 $309K 0.02% -6,193 Timeline SCAP SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares 9,100 $308K 0.02% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,276 shares; 2025Q1: 5,981 shares; 2025Q2: 7,843 shares; 2025Q3: 7,819 shares; 2025Q4: 5,803 shares; 2026Q1: 5,885 shares 5,885 $307K 0.02% +82 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,772 shares; 2025Q3: 10,864 shares; 2025Q4: 10,907 shares; 2026Q1: 8,633 shares 8,633 $307K 0.02% -2,274 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,107 shares; 2026Q1: 1,111 shares 1,111 $307K 0.02% +4 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,349 shares; 2025Q1: 2,419 shares; 2025Q2: 811 shares; 2025Q3: 797 shares; 2025Q4: 723 shares; 2026Q1: 646 shares 646 $305K 0.02% -77 Timeline CIBR 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: 13,689 shares; 2025Q1: 6,718 shares; 2025Q2: 2,894 shares; 2025Q3: 3,013 shares; 2025Q4: 4,217 shares; 2026Q1: 4,973 shares 4,973 $302K 0.02% +756 Timeline KBWD 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: 26,430 shares; 2025Q2: 24,646 shares; 2025Q3: 24,548 shares; 2025Q4: 24,563 shares; 2026Q1: 24,649 shares 24,649 $302K 0.02% +86 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,705 shares; 2025Q4: 4,995 shares; 2026Q1: 4,687 shares 4,687 $300K 0.02% -308 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: 6,526 shares; 2025Q1: 7,269 shares; 2025Q2: 6,350 shares; 2025Q3: 5,810 shares; 2025Q4: 4,519 shares; 2026Q1: 4,026 shares 4,026 $298K 0.02% -493 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 7,685 shares 7,685 $298K 0.02% new 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: 43,585 shares; 2025Q1: 62,124 shares; 2025Q2: 34,081 shares; 2025Q3: 34,680 shares; 2025Q4: 29,529 shares; 2026Q1: 27,270 shares 27,270 $297K 0.02% -2,259 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: 21,684 shares; 2025Q1: 16,522 shares; 2025Q2: 3,605 shares; 2025Q3: 3,734 shares; 2025Q4: 1,428 shares; 2026Q1: 1,387 shares 1,387 $297K 0.02% -41 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: 2,741 shares; 2025Q3: 2,860 shares; 2025Q4: 2,471 shares; 2026Q1: 2,632 shares 2,632 $296K 0.02% +161 Timeline PHYL 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: 8,492 shares 8,492 $294K 0.02% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,920 shares; 2025Q3: 5,097 shares; 2025Q4: 7,579 shares; 2026Q1: 1,700 shares 1,700 $293K 0.02% -5,879 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,640 shares; 2025Q1: 13,335 shares; 2025Q2: 5,622 shares; 2025Q3: 4,020 shares; 2025Q4: 4,403 shares; 2026Q1: 4,786 shares 4,786 $293K 0.02% +383 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,891 shares; 2025Q1: 272,486 shares; 2025Q2: 16,094 shares; 2025Q3: 14,838 shares; 2025Q4: 16,079 shares; 2026Q1: 5,428 shares 5,428 $292K 0.02% -10,651 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,006 shares; 2025Q1: 58,095 shares; 2025Q2: 22,042 shares; 2025Q3: 19,548 shares; 2025Q4: 15,220 shares; 2026Q1: 13,254 shares 13,254 $292K 0.02% -1,966 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: 13,544 shares; 2025Q1: 13,914 shares; 2025Q2: 16,631 shares; 2025Q3: 8,208 shares; 2025Q4: 16,055 shares; 2026Q1: 19,167 shares 19,167 $290K 0.02% +3,112 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 1,676 shares; 2025Q4: 2,253 shares; 2026Q1: 2,130 shares 2,130 $290K 0.02% -123 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: 55,186 shares; 2025Q1: 57,049 shares; 2025Q2: 14,560 shares; 2025Q3: 13,345 shares; 2025Q4: 13,730 shares; 2026Q1: 14,536 shares 14,536 $290K 0.02% +806 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,466 shares; 2025Q1: 9,925 shares; 2025Q2: 3,622 shares; 2025Q3: 3,420 shares; 2025Q4: 1,618 shares; 2026Q1: 1,340 shares 1,340 $289K 0.02% -278 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 9,300 shares; 2025Q3: 11,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $289K 0.02% 0 Timeline DBO 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: 23,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares; 2026Q1: 13,800 shares 13,800 $287K 0.02% -150 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,891 shares 3,891 $287K 0.02% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,469 shares; 2025Q1: 4,505 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,796 shares; 2026Q1: 1,897 shares 1,897 $286K 0.02% +101 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,299 shares; 2025Q1: 30,140 shares; 2025Q2: 11,985 shares; 2025Q3: 9,276 shares; 2025Q4: 9,683 shares; 2026Q1: 5,472 shares 5,472 $280K 0.02% -4,211 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: 8,276 shares; 2025Q1: 6,429 shares; 2025Q2: 2,141 shares; 2025Q3: 2,122 shares; 2025Q4: 1,255 shares; 2026Q1: 1,052 shares 1,052 $280K 0.02% -203 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,437 shares; 2025Q1: 5,218 shares; 2025Q2: 3,357 shares; 2025Q3: 2,931 shares; 2025Q4: 2,991 shares; 2026Q1: 1,731 shares 1,731 $280K 0.02% -1,260 Timeline JNK 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: 9,956 shares; 2025Q1: 7,792 shares; 2025Q2: 4,894 shares; 2025Q3: 4,258 shares; 2025Q4: 2,921 shares; 2026Q1: 2,930 shares 2,930 $278K 0.02% +9 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,390 shares; 2026Q1: 1,560 shares 1,560 $276K 0.02% +170 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,910 shares; 2025Q1: 12,895 shares; 2025Q2: 12,475 shares; 2025Q3: 12,525 shares; 2025Q4: 12,809 shares; 2026Q1: 12,838 shares 12,838 $272K 0.02% +29 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,848 shares; 2025Q2: not reported; 2025Q3: 5,206 shares; 2025Q4: 5,213 shares; 2026Q1: 4,537 shares 4,537 $272K 0.02% -676 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: 6,859 shares; 2025Q1: not reported; 2025Q2: 4,601 shares; 2025Q3: 4,049 shares; 2025Q4: 4,006 shares; 2026Q1: 4,483 shares 4,483 $269K 0.02% +477 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,336 shares; 2025Q1: 37,652 shares; 2025Q2: 40,184 shares; 2025Q3: 41,370 shares; 2025Q4: 44,326 shares; 2026Q1: 45,292 shares 45,292 $267K 0.02% +966 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: 42,508 shares; 2025Q1: 60,087 shares; 2025Q2: 6,669 shares; 2025Q3: 10,541 shares; 2025Q4: 5,790 shares; 2026Q1: 5,129 shares 5,129 $264K 0.02% -661 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,397 shares; 2025Q1: 5,619 shares; 2025Q2: 3,284 shares; 2025Q3: 3,002 shares; 2025Q4: 2,813 shares; 2026Q1: 2,332 shares 2,332 $263K 0.02% -481 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: 10,112 shares; 2025Q1: 10,141 shares; 2025Q2: 6,450 shares; 2025Q3: 6,245 shares; 2025Q4: 6,134 shares; 2026Q1: 1,855 shares 1,855 $262K 0.02% -4,279 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 177 shares; 2025Q2: 78 shares; 2025Q3: 71 shares; 2025Q4: 66 shares; 2026Q1: 63 shares 63 $260K 0.02% -3 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: 3,571 shares; 2025Q1: 2,453 shares; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 437 shares; 2026Q1: 601 shares 601 $260K 0.02% +164 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,769 shares; 2025Q1: 8,357 shares; 2025Q2: 6,290 shares; 2025Q3: 7,365 shares; 2025Q4: 6,253 shares; 2026Q1: 6,266 shares 6,266 $260K 0.02% +13 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,750 shares; 2025Q1: 24,950 shares; 2025Q2: 6,733 shares; 2025Q3: 6,765 shares; 2025Q4: 6,809 shares; 2026Q1: 6,822 shares 6,822 $259K 0.02% +13 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,155 shares; 2025Q1: 5,457 shares; 2025Q2: 25,546 shares; 2025Q3: 1,431 shares; 2025Q4: 1,440 shares; 2026Q1: 1,429 shares 1,429 $259K 0.02% -11 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,675 shares; 2025Q1: 6,718 shares; 2025Q2: 4,649 shares; 2025Q3: 3,402 shares; 2025Q4: 3,667 shares; 2026Q1: 3,250 shares 3,250 $259K 0.02% -417 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares; 2026Q1: 5,824 shares 5,824 $259K 0.02% 0 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: 12,056 shares; 2025Q1: 12,081 shares; 2025Q2: 12,346 shares; 2025Q3: 10,872 shares; 2025Q4: 9,602 shares; 2026Q1: 9,780 shares 9,780 $259K 0.02% +178 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: 21,250 shares; 2025Q1: 18,095 shares; 2025Q2: 3,835 shares; 2025Q3: 3,188 shares; 2025Q4: 3,205 shares; 2026Q1: 2,736 shares 2,736 $259K 0.02% -469 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: 26,959 shares; 2025Q1: 19,240 shares; 2025Q2: 9,575 shares; 2025Q3: 6,223 shares; 2025Q4: 6,629 shares; 2026Q1: 4,412 shares 4,412 $257K 0.02% -2,217 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,251 shares; 2025Q2: 2,181 shares; 2025Q3: 2,247 shares; 2025Q4: 2,384 shares; 2026Q1: 2,057 shares 2,057 $257K 0.02% -327 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,442 shares; 2025Q1: 4,419 shares; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 423 shares; 2026Q1: 447 shares 447 $257K 0.02% +24 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,139 shares; 2025Q1: 3,033 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,680 shares 1,680 $256K 0.02% -250 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,774 shares; 2025Q1: 37,700 shares; 2025Q2: 34,106 shares; 2025Q3: 25,668 shares; 2025Q4: 18,874 shares; 2026Q1: 17,634 shares 17,634 $256K 0.02% -1,240 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,760 shares; 2026Q1: 2,377 shares 2,377 $255K 0.02% -383 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,249 shares; 2025Q1: 22,958 shares; 2025Q2: 23,199 shares; 2025Q3: 22,780 shares; 2025Q4: 22,805 shares; 2026Q1: 21,882 shares 21,882 $252K 0.02% -923 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: 3,958 shares; 2025Q1: 4,485 shares; 2025Q2: 2,218 shares; 2025Q3: 1,482 shares; 2025Q4: 1,452 shares; 2026Q1: 1,441 shares 1,441 $252K 0.02% -11 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: 55,927 shares; 2025Q1: 55,706 shares; 2025Q2: 49,123 shares; 2025Q3: 44,635 shares; 2025Q4: 16,054 shares; 2026Q1: 9,279 shares 9,279 $251K 0.02% -6,775 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,868 shares; 2025Q2: 5,755 shares; 2025Q3: 4,814 shares; 2025Q4: 6,023 shares; 2026Q1: 5,192 shares 5,192 $251K 0.02% -831 Timeline EIPI 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: 13,228 shares; 2025Q1: 13,147 shares; 2025Q2: 11,017 shares; 2025Q3: 11,103 shares; 2025Q4: 11,087 shares; 2026Q1: 11,043 shares 11,043 $250K 0.02% -44 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: not reported; 2025Q1: 19,045 shares; 2025Q2: 3,055 shares; 2025Q3: 2,768 shares; 2025Q4: 2,866 shares; 2026Q1: 3,184 shares 3,184 $249K 0.02% +318 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,808 shares; 2025Q4: 7,912 shares; 2026Q1: 2,421 shares 2,421 $249K 0.02% -5,491 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,384 shares; 2025Q1: 3,387 shares; 2025Q2: 1,538 shares; 2025Q3: 1,689 shares; 2025Q4: 1,507 shares; 2026Q1: 1,496 shares 1,496 $249K 0.02% -11 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,016 shares; 2025Q1: 5,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,065 shares; 2026Q1: 2,981 shares 2,981 $248K 0.02% -84 Timeline NVMI NOVA LTD More: the full row for NOVA LTD 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: 598 shares 598 $247K 0.02% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,728 shares; 2025Q1: 29,898 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,411 shares 6,411 $247K 0.02% new Timeline DFIC 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: 9,442 shares; 2025Q1: 8,606 shares; 2025Q2: 8,587 shares; 2025Q3: 8,051 shares; 2025Q4: 7,925 shares; 2026Q1: 7,120 shares 7,120 $246K 0.02% -805 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,301 shares; 2025Q1: 10,282 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,978 shares 2,978 $245K 0.02% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,376 shares; 2025Q1: 30,172 shares; 2025Q2: 30,379 shares; 2025Q3: 27,736 shares; 2025Q4: 22,939 shares; 2026Q1: 23,032 shares 23,032 $245K 0.02% +93 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares; 2026Q1: 2,301 shares 2,301 $245K 0.02% -243 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: 322 shares; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 301 shares; 2026Q1: 325 shares 325 $244K 0.02% +24 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,578 shares; 2025Q1: 9,653 shares; 2025Q2: 5,746 shares; 2025Q3: 3,152 shares; 2025Q4: 3,105 shares; 2026Q1: 3,514 shares 3,514 $244K 0.02% +409 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,553 shares; 2025Q1: 2,687 shares; 2025Q2: 2,687 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,005 shares 2,005 $243K 0.02% -38 Timeline BNDS SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $242K 0.02% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,402 shares; 2025Q1: 1,493 shares; 2025Q2: 1,386 shares; 2025Q3: 1,461 shares; 2025Q4: 1,446 shares; 2026Q1: 1,437 shares 1,437 $242K 0.02% -9 Timeline BUSA 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES 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: 6,619 shares; 2025Q4: 6,619 shares; 2026Q1: 6,619 shares 6,619 $241K 0.02% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 6,200 shares; 2026Q1: 5,501 shares 5,501 $241K 0.02% -699 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,497 shares; 2025Q2: 7,949 shares; 2025Q3: 7,889 shares; 2025Q4: 7,889 shares; 2026Q1: 7,616 shares 7,616 $240K 0.02% -273 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,962 shares; 2025Q1: 59,949 shares; 2025Q2: 6,173 shares; 2025Q3: 5,684 shares; 2025Q4: 5,668 shares; 2026Q1: 4,480 shares 4,480 $239K 0.02% -1,188 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,038 shares; 2025Q1: 18,367 shares; 2025Q2: 4,975 shares; 2025Q3: 4,273 shares; 2025Q4: 4,282 shares; 2026Q1: 4,289 shares 4,289 $239K 0.02% +7 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 3,285 shares 3,285 $238K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 2,531 shares; 2025Q4: 2,533 shares; 2026Q1: 2,693 shares 2,693 $237K 0.02% +160 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,834 shares; 2025Q3: 20,201 shares; 2025Q4: 21,922 shares; 2026Q1: 18,064 shares 18,064 $234K 0.02% -3,858 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,413 shares 13,413 $234K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,189 shares; 2025Q1: 2,269 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 660 shares; 2026Q1: 650 shares 650 $234K 0.02% -10 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: 8,953 shares; 2025Q1: 7,111 shares; 2025Q2: 2,608 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 953 shares 953 $234K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,762 shares; 2025Q1: 2,283 shares; 2025Q2: 2,008 shares; 2025Q3: 2,150 shares; 2025Q4: 1,810 shares; 2026Q1: 1,378 shares 1,378 $232K 0.02% -432 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,149 shares 10,149 $232K 0.02% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,146 shares; 2025Q1: 7,230 shares; 2025Q2: 4,420 shares; 2025Q3: 4,906 shares; 2025Q4: 4,730 shares; 2026Q1: 5,073 shares 5,073 $232K 0.01% +343 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: 1,450 shares; 2025Q1: 1,523 shares; 2025Q2: 1,103 shares; 2025Q3: 928 shares; 2025Q4: 930 shares; 2026Q1: 573 shares 573 $232K 0.01% -357 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,645 shares; 2025Q2: 3,070 shares; 2025Q3: 4,260 shares; 2025Q4: 4,310 shares; 2026Q1: 3,629 shares 3,629 $230K 0.01% -681 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,304 shares; 2025Q1: 11,565 shares; 2025Q2: 11,260 shares; 2025Q3: 13,167 shares; 2025Q4: 13,371 shares; 2026Q1: 12,575 shares 12,575 $230K 0.01% -796 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: 5,266 shares; 2025Q1: 3,939 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,108 shares; 2026Q1: 2,690 shares 2,690 $229K 0.01% -418 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,486 shares; 2025Q1: 5,586 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,948 shares 3,948 $229K 0.01% new Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,049 shares; 2025Q1: 18,909 shares; 2025Q2: 18,880 shares; 2025Q3: 15,798 shares; 2025Q4: 6,869 shares; 2026Q1: 6,869 shares 6,869 $229K 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: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: not reported; 2025Q4: 835 shares; 2026Q1: 873 shares 873 $228K 0.01% +38 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY 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: 4,520 shares; 2026Q1: 4,520 shares 4,520 $228K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,101 shares; 2025Q1: 6,685 shares; 2025Q2: 5,309 shares; 2025Q3: 4,945 shares; 2025Q4: 4,992 shares; 2026Q1: 4,764 shares 4,764 $226K 0.01% -228 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,622 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,868 shares 3,868 $225K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,597 shares; 2025Q1: 2,751 shares; 2025Q2: 2,717 shares; 2025Q3: 2,763 shares; 2025Q4: 3,065 shares; 2026Q1: 2,349 shares 2,349 $225K 0.01% -716 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,548 shares; 2025Q1: 3,947 shares; 2025Q2: 3,061 shares; 2025Q3: 3,193 shares; 2025Q4: 3,139 shares; 2026Q1: 1,684 shares 1,684 $224K 0.01% -1,455 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares; 2026Q1: 2,209 shares 2,209 $223K 0.01% +3 Timeline RYLD 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: 11,180 shares; 2025Q2: 15,833 shares; 2025Q3: 13,333 shares; 2025Q4: 14,143 shares; 2026Q1: 15,171 shares 15,171 $222K 0.01% +1,028 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: 1,351 shares; 2025Q1: 1,055 shares; 2025Q2: 728 shares; 2025Q3: 787 shares; 2025Q4: 792 shares; 2026Q1: 706 shares 706 $221K 0.01% -86 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares 1,364 $221K 0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,105 shares; 2025Q1: 8,304 shares; 2025Q2: 6,483 shares; 2025Q3: 7,298 shares; 2025Q4: 7,229 shares; 2026Q1: 6,927 shares 6,927 $221K 0.01% -302 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI 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: 12,213 shares 12,213 $221K 0.01% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,102 shares; 2025Q3: 19,102 shares; 2025Q4: 19,303 shares; 2026Q1: 20,041 shares 20,041 $220K 0.01% +738 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,910 shares 6,910 $219K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,028 shares; 2025Q1: 4,525 shares; 2025Q2: 6,806 shares; 2025Q3: 7,230 shares; 2025Q4: 3,862 shares; 2026Q1: 4,012 shares 4,012 $219K 0.01% +150 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: 2,155 shares; 2025Q4: 2,614 shares; 2026Q1: 2,415 shares 2,415 $217K 0.01% -199 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,646 shares; 2025Q1: 3,770 shares; 2025Q2: 1,901 shares; 2025Q3: 1,927 shares; 2025Q4: 1,875 shares; 2026Q1: 1,829 shares 1,829 $217K 0.01% -46 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,846 shares; 2025Q1: 18,973 shares; 2025Q2: 1,747 shares; 2025Q3: not reported; 2025Q4: 1,610 shares; 2026Q1: 1,641 shares 1,641 $217K 0.01% +31 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: 601 shares; 2025Q1: 771 shares; 2025Q2: 689 shares; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 738 shares 738 $217K 0.01% +152 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 8,000 shares; 2025Q3: 8,065 shares; 2025Q4: 8,065 shares; 2026Q1: 8,000 shares 8,000 $216K 0.01% -65 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,919 shares; 2025Q1: 5,034 shares; 2025Q2: 2,607 shares; 2025Q3: 2,764 shares; 2025Q4: 2,207 shares; 2026Q1: 1,624 shares 1,624 $215K 0.01% -583 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,351 shares; 2025Q1: 6,420 shares; 2025Q2: 2,905 shares; 2025Q3: 2,409 shares; 2025Q4: 2,025 shares; 2026Q1: 1,168 shares 1,168 $215K 0.01% -857 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,362 shares 1,362 $215K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 2,289 shares; 2025Q3: 2,139 shares; 2025Q4: 2,142 shares; 2026Q1: 691 shares 691 $214K 0.01% -1,451 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: 2,801 shares; 2025Q1: 3,361 shares; 2025Q2: 2,405 shares; 2025Q3: 2,030 shares; 2025Q4: 2,196 shares; 2026Q1: 1,222 shares 1,222 $214K 0.01% -974 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,603 shares; 2025Q1: 41,603 shares; 2025Q2: 41,704 shares; 2025Q3: 41,310 shares; 2025Q4: 22,705 shares; 2026Q1: 16,901 shares 16,901 $214K 0.01% -5,804 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 557 shares; 2025Q2: 169 shares; 2025Q3: 138 shares; 2025Q4: 146 shares; 2026Q1: 132 shares 132 $214K 0.01% -14 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,975 shares; 2026Q1: 2,945 shares 2,945 $214K 0.01% -30 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,971 shares; 2025Q1: 3,268 shares; 2025Q2: 3,036 shares; 2025Q3: 2,848 shares; 2025Q4: 4,250 shares; 2026Q1: 2,832 shares 2,832 $213K 0.01% -1,418 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: 2,787 shares; 2026Q1: 2,189 shares 2,189 $211K 0.01% -598 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 3,866 shares; 2025Q4: 3,593 shares; 2026Q1: 3,491 shares 3,491 $211K 0.01% -102 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: 132 shares; 2025Q3: 110 shares; 2025Q4: 123 shares; 2026Q1: 112 shares 112 $211K 0.01% -11 Timeline AOR 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: 3,377 shares; 2025Q4: 3,534 shares; 2026Q1: 3,343 shares 3,343 $211K 0.01% -191 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,156 shares; 2025Q1: 11,060 shares; 2025Q2: 9,348 shares; 2025Q3: 7,132 shares; 2025Q4: 6,600 shares; 2026Q1: 4,767 shares 4,767 $210K 0.01% -1,833 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,809 shares; 2025Q1: 65,545 shares; 2025Q2: 25,191 shares; 2025Q3: 25,182 shares; 2025Q4: 24,197 shares; 2026Q1: 11,830 shares 11,830 $210K 0.01% -12,367 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,611 shares; 2025Q1: 6,638 shares; 2025Q2: 4,249 shares; 2025Q3: 3,414 shares; 2025Q4: 2,944 shares; 2026Q1: 2,512 shares 2,512 $210K 0.01% -432 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,698 shares; 2025Q2: 2,247 shares; 2025Q3: 2,230 shares; 2025Q4: 1,877 shares; 2026Q1: 1,839 shares 1,839 $209K 0.01% -38 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,222 shares; 2025Q1: 2,450 shares; 2025Q2: 1,751 shares; 2025Q3: 1,518 shares; 2025Q4: 1,508 shares; 2026Q1: 1,275 shares 1,275 $208K 0.01% -233 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,541 shares; 2025Q2: 9,092 shares; 2025Q3: 8,358 shares; 2025Q4: not reported; 2026Q1: 10,694 shares 10,694 $208K 0.01% new Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,257 shares; 2025Q2: 12,858 shares; 2025Q3: 12,934 shares; 2025Q4: 12,970 shares; 2026Q1: 15,003 shares 15,003 $207K 0.01% +2,033 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,210 shares; 2025Q1: 8,413 shares; 2025Q2: 2,691 shares; 2025Q3: 3,084 shares; 2025Q4: 2,889 shares; 2026Q1: 2,460 shares 2,460 $207K 0.01% -429 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: 4,372 shares; 2025Q1: 1,324 shares; 2025Q2: 1,259 shares; 2025Q3: 980 shares; 2025Q4: 852 shares; 2026Q1: 843 shares 843 $206K 0.01% -9 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,869 shares; 2025Q1: 2,497 shares; 2025Q2: 1,747 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,363 shares 1,363 $204K 0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,122 shares; 2025Q1: 3,412 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $204K 0.01% new Timeline DWX 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: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,006 shares; 2025Q4: 4,728 shares; 2026Q1: 4,554 shares 4,554 $204K 0.01% -174 Timeline ILCV 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: 2,880 shares; 2025Q1: 3,436 shares; 2025Q2: 2,522 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares; 2026Q1: 2,223 shares 2,223 $203K 0.01% -300 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: 4,881 shares; 2025Q1: 4,622 shares; 2025Q2: 2,119 shares; 2025Q3: 1,402 shares; 2025Q4: 1,964 shares; 2026Q1: 1,292 shares 1,292 $202K 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: 4,036 shares; 2025Q1: 4,039 shares; 2025Q2: 3,621 shares; 2025Q3: 2,758 shares; 2025Q4: 2,663 shares; 2026Q1: 1,866 shares 1,866 $202K 0.01% -797 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,480 shares 1,480 $202K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,449 shares; 2025Q1: 1,587 shares; 2025Q2: 1,249 shares; 2025Q3: 1,214 shares; 2025Q4: 1,045 shares; 2026Q1: 845 shares 845 $201K 0.01% -200 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,809 shares; 2025Q1: 16,852 shares; 2025Q2: 12,730 shares; 2025Q3: 12,828 shares; 2025Q4: 12,902 shares; 2026Q1: 12,980 shares 12,980 $199K 0.01% +78 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,074 shares; 2025Q1: 37,034 shares; 2025Q2: 16,581 shares; 2025Q3: not reported; 2025Q4: 10,044 shares; 2026Q1: 11,256 shares 11,256 $196K 0.01% +1,212 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,990 shares; 2025Q4: 25,036 shares; 2026Q1: 15,125 shares 15,125 $195K 0.01% -9,911 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 108,091 shares; 2025Q2: 26,345 shares; 2025Q3: 24,545 shares; 2025Q4: 21,545 shares; 2026Q1: 21,545 shares 21,545 $194K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,786 shares; 2025Q1: 26,497 shares; 2025Q2: 12,444 shares; 2025Q3: 10,605 shares; 2025Q4: 12,038 shares; 2026Q1: 11,548 shares 11,548 $191K 0.01% -490 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,144 shares; 2025Q2: 19,715 shares; 2025Q3: 31,664 shares; 2025Q4: 32,629 shares; 2026Q1: 14,287 shares 14,287 $189K 0.01% -18,342 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,746 shares; 2025Q1: 26,813 shares; 2025Q2: 25,963 shares; 2025Q3: 25,314 shares; 2025Q4: 20,459 shares; 2026Q1: 20,556 shares 20,556 $187K 0.01% +97 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,081 shares; 2025Q1: 12,851 shares; 2025Q2: 10,360 shares; 2025Q3: 10,365 shares; 2025Q4: 10,355 shares; 2026Q1: 12,944 shares 12,944 $185K 0.01% +2,589 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,789 shares; 2025Q1: 2,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,822 shares; 2026Q1: 1,784 shares 1,784 $185K 0.01% -38 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,082 shares 11,082 $185K 0.01% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,154 shares; 2025Q1: 37,489 shares; 2025Q2: 37,906 shares; 2025Q3: 38,299 shares; 2025Q4: 38,600 shares; 2026Q1: 35,562 shares 35,562 $182K 0.01% -3,038 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,455 shares; 2025Q1: 39,335 shares; 2025Q2: 20,971 shares; 2025Q3: 16,450 shares; 2025Q4: 14,932 shares; 2026Q1: 10,501 shares 10,501 $181K 0.01% -4,431 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,078 shares; 2025Q1: 95,044 shares; 2025Q2: 14,158 shares; 2025Q3: 14,026 shares; 2025Q4: 14,875 shares; 2026Q1: 14,808 shares 14,808 $174K 0.01% -67 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,321 shares; 2025Q1: 32,841 shares; 2025Q2: 31,501 shares; 2025Q3: 30,255 shares; 2025Q4: 28,598 shares; 2026Q1: 11,602 shares 11,602 $172K 0.01% -16,996 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED 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: 15,869 shares; 2025Q3: 15,869 shares; 2025Q4: 15,869 shares; 2026Q1: 16,152 shares 16,152 $171K 0.01% +283 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,410 shares; 2025Q1: 17,222 shares; 2025Q2: 18,129 shares; 2025Q3: 18,129 shares; 2025Q4: 27,129 shares; 2026Q1: 25,629 shares 25,629 $170K 0.01% -1,500 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,023 shares; 2025Q1: 14,180 shares; 2025Q2: 18,720 shares; 2025Q3: 19,756 shares; 2025Q4: 21,414 shares; 2026Q1: 15,662 shares 15,662 $168K 0.01% -5,752 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,442 shares; 2025Q1: 40,171 shares; 2025Q2: 35,771 shares; 2025Q3: 35,771 shares; 2025Q4: 35,771 shares; 2026Q1: 35,771 shares 35,771 $167K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,562 shares; 2025Q1: 26,357 shares; 2025Q2: 26,825 shares; 2025Q3: 12,501 shares; 2025Q4: 12,255 shares; 2026Q1: 12,422 shares 12,422 $163K 0.01% +167 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,611 shares; 2025Q2: 29,659 shares; 2025Q3: 29,704 shares; 2025Q4: 29,749 shares; 2026Q1: 29,781 shares 29,781 $161K 0.01% +32 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,442 shares; 2025Q1: 29,500 shares; 2025Q2: 43,500 shares; 2025Q3: 42,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares 48,000 $159K 0.01% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS 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: 10,728 shares; 2025Q3: 11,483 shares; 2025Q4: 11,872 shares; 2026Q1: 12,281 shares 12,281 $158K 0.01% +409 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,191 shares; 2025Q1: 18,191 shares; 2025Q2: 24,191 shares; 2025Q3: 24,191 shares; 2025Q4: 24,191 shares; 2026Q1: 24,191 shares 24,191 $155K 0.01% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,391 shares; 2025Q1: 12,559 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,456 shares; 2026Q1: 11,160 shares 11,160 $154K 0.01% +704 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,278 shares; 2025Q4: not reported; 2026Q1: 913 shares 913 $154K 0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,589 shares 13,589 $153K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares 240 $151K 0.01% new Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,316 shares; 2025Q1: 20,316 shares; 2025Q2: 20,316 shares; 2025Q3: 20,316 shares; 2025Q4: 20,316 shares; 2026Q1: 20,316 shares 20,316 $142K 0.01% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,149 shares; 2025Q3: 12,328 shares; 2025Q4: 12,360 shares; 2026Q1: 17,455 shares 17,455 $138K 0.01% +5,095 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,597 shares; 2025Q4: 18,167 shares; 2026Q1: 18,167 shares 18,167 $134K 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: 6,403 shares; 2025Q4: not reported; 2026Q1: 7,275 shares 7,275 $133K 0.01% new Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,431 shares; 2025Q2: 20,067 shares; 2025Q3: 19,974 shares; 2025Q4: 19,974 shares; 2026Q1: 10,829 shares 10,829 $133K 0.01% -9,145 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,346 shares; 2025Q4: 10,731 shares; 2026Q1: 10,803 shares 10,803 $129K 0.01% +72 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,613 shares; 2025Q1: 18,189 shares; 2025Q2: 16,255 shares; 2025Q3: 16,078 shares; 2025Q4: 15,256 shares; 2026Q1: 13,687 shares 13,687 $126K 0.01% -1,569 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,290 shares; 2025Q1: 58,077 shares; 2025Q2: 57,953 shares; 2025Q3: 57,953 shares; 2025Q4: 55,712 shares; 2026Q1: 44,369 shares 44,369 $125K 0.01% -11,343 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: 19,000 shares; 2025Q3: 22,000 shares; 2025Q4: 215,000 shares; 2026Q1: 212,000 shares 212,000 $122K 0.01% -3,000 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD 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: 10,165 shares; 2026Q1: 10,224 shares 10,224 $121K 0.01% +59 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,931 shares; 2025Q1: not reported; 2025Q2: 11,019 shares; 2025Q3: 10,746 shares; 2025Q4: not reported; 2026Q1: 10,739 shares 10,739 $121K 0.01% new Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,213 shares; 2025Q1: 24,990 shares; 2025Q2: 24,430 shares; 2025Q3: 24,430 shares; 2025Q4: not reported; 2026Q1: 21,503 shares 21,503 $119K 0.01% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,150 shares 3,150 $116K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 901 shares 901 $114K 0.01% new Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP 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: 20,000 shares; 2025Q4: 20,135 shares; 2026Q1: 20,385 shares 20,385 $113K 0.01% +250 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,305 shares; 2025Q1: 10,760 shares; 2025Q2: 10,760 shares; 2025Q3: 10,760 shares; 2025Q4: 11,369 shares; 2026Q1: 11,369 shares 11,369 $112K 0.01% 0 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $110K 0.01% 0 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: 21,791 shares; 2025Q1: 42,988 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,486 shares 4,486 $109K 0.01% new Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,576 shares; 2026Q1: 10,090 shares 10,090 $108K 0.01% -486 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,755 shares; 2025Q1: 13,901 shares; 2025Q2: 16,088 shares; 2025Q3: 16,392 shares; 2025Q4: 10,472 shares; 2026Q1: 10,077 shares 10,077 $101K 0.01% -395 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: 77,202 shares; 2025Q1: 120,863 shares; 2025Q2: 23,647 shares; 2025Q3: 10,711 shares; 2025Q4: 10,730 shares; 2026Q1: 10,239 shares 10,239 $101K 0.01% -491 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,632 shares 12,632 $101K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,936 shares 10,936 $99.2K 0.01% new Timeline BULL WEBULL CORP More: the full row for WEBULL 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: 21,000 shares; 2026Q1: 21,000 shares 21,000 $97.2K 0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS 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: 13,300 shares; 2025Q4: 26,300 shares; 2026Q1: 28,100 shares 28,100 $85.4K 0.01% +1,800 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,273 shares; 2025Q1: 2,485 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares 830 $82.1K 0.01% new Timeline RMAX RE/MAX HLDGS INC More: the full row for RE/MAX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,419 shares; 2025Q1: 13,419 shares; 2025Q2: 13,419 shares; 2025Q3: 13,419 shares; 2025Q4: 13,419 shares; 2026Q1: 13,419 shares 13,419 $77.8K 0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,422 shares; 2025Q1: 23,927 shares; 2025Q2: 14,653 shares; 2025Q3: 26,253 shares; 2025Q4: 18,538 shares; 2026Q1: 12,852 shares 12,852 $77.5K 0.01% -5,686 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,554 shares; 2025Q4: not reported; 2026Q1: 2,931 shares 2,931 $75.9K <0.01% new Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,013 shares; 2025Q1: 11,013 shares; 2025Q2: 11,013 shares; 2025Q3: 11,013 shares; 2025Q4: 12,608 shares; 2026Q1: 12,608 shares 12,608 $74.3K <0.01% 0 Timeline CBUS CIBUS INC More: the full row for CIBUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 40,120 shares 40,120 $73K <0.01% +30,120 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 1,059 shares; 2025Q4: 900 shares; 2026Q1: 901 shares 901 $72.1K <0.01% +1 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN 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: 10,064 shares; 2026Q1: 10,291 shares 10,291 $68.3K <0.01% +227 Timeline PZG PARAMOUNT GOLD NEV CORP More: the full row for PARAMOUNT GOLD NEV 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: 43,650 shares 43,650 $67.7K <0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,779 shares; 2025Q1: 13,823 shares; 2025Q2: 14,935 shares; 2025Q3: 14,983 shares; 2025Q4: 15,031 shares; 2026Q1: 15,082 shares 15,082 $67K <0.01% +51 Timeline PYPD POLYPID LTD More: the full row for POLYPID LTD 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: 15,130 shares; 2026Q1: 15,130 shares 15,130 $63.7K <0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,784 shares 10,784 $62.9K <0.01% new Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC 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: 11,900 shares 11,900 $62.4K <0.01% new Timeline STGW STAGWELL INC More: the full row for STAGWELL 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: 10,000 shares 10,000 $62.2K <0.01% new Timeline VUZI VUZIX CORP More: the full row for VUZIX 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: 30,000 shares; 2026Q1: 30,000 shares 30,000 $62.1K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,847 shares; 2025Q1: 24,982 shares; 2025Q2: 19,837 shares; 2025Q3: 20,038 shares; 2025Q4: 12,997 shares; 2026Q1: 12,821 shares 12,821 $58.5K <0.01% -176 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,061 shares; 2025Q1: 21,135 shares; 2025Q2: 22,175 shares; 2025Q3: 29,814 shares; 2025Q4: 17,620 shares; 2026Q1: 15,385 shares 15,385 $55.5K <0.01% -2,235 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER 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: 14,911 shares; 2025Q4: 11,711 shares; 2026Q1: 11,711 shares 11,711 $54.7K <0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,575 shares; 2025Q1: 25,725 shares; 2025Q2: 28,000 shares; 2025Q3: 23,808 shares; 2025Q4: 17,133 shares; 2026Q1: 10,733 shares 10,733 $52.4K <0.01% -6,400 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $44.5K <0.01% new Timeline VVOS VIVOS THERAPEUTICS INC More: the full row for VIVOS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 69,531 shares; 2025Q2: 69,531 shares; 2025Q3: 43,531 shares; 2025Q4: 43,531 shares; 2026Q1: 38,066 shares 38,066 $41.5K <0.01% -5,465 Timeline ASTI ASCENT SOLAR TECHNOLOGIES IN More: the full row for ASCENT SOLAR TECHNOLOGIES IN 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: 12,000 shares 12,000 $41K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: not reported; 2026Q1: 473 shares 473 $36.4K <0.01% new Timeline CLPR CLIPPER RLTY INC More: the full row for CLIPPER RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,442 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,697 shares; 2025Q4: 11,370 shares; 2026Q1: 11,464 shares 11,464 $35.3K <0.01% +94 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares; 2026Q1: 27,000 shares 27,000 $34.2K <0.01% -13,000 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,911 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,760 shares 3,760 $29.3K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 13,584 shares; 2025Q3: 13,584 shares; 2025Q4: 12,034 shares; 2026Q1: 12,327 shares 12,327 $26.4K <0.01% +293 Timeline EVEX EVE HLDG INC More: the full row for EVE HLDG 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: 10,098 shares; 2025Q3: 10,822 shares; 2025Q4: 10,822 shares; 2026Q1: 10,822 shares 10,822 $25.8K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,900 shares; 2025Q3: 8,343 shares; 2025Q4: not reported; 2026Q1: 5,150 shares 5,150 $25.4K <0.01% new Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,893 shares; 2025Q1: 28,893 shares; 2025Q2: 31,225 shares; 2025Q3: 23,825 shares; 2025Q4: 21,667 shares; 2026Q1: 14,167 shares 14,167 $22.7K <0.01% -7,500 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,207 shares; 2025Q3: not reported; 2025Q4: 10,206 shares; 2026Q1: 10,196 shares 10,196 $22.1K <0.01% -10 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares 500 $11K <0.01% new Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,602 shares; 2025Q1: 12,490 shares; 2025Q2: 12,490 shares; 2025Q3: 12,117 shares; 2025Q4: 12,117 shares; 2026Q1: 12,117 shares 12,117 $9.04K <0.01% 0 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $5.55K <0.01% new Timeline CAL CALERES INC More: the full row for CALERES 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: 500 shares 500 $5.18K <0.01% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares 861 $5.13K <0.01% new Timeline ATCH ATLASCLEAR HOLDINGS INC More: the full row for ATLASCLEAR HOLDINGS 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: 10,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $3.71K <0.01% 0 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS 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: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares 500 $1.64K <0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares 132 $1.03K <0.01% new Timeline FGC FG CMNTYS HOLDINGS INC More: the full row for FG CMNTYS HOLDINGS 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: 200 shares 200 $1.01K <0.01% new Timeline BLACKROCK UTILS INFRASTRUCTU BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU 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: 20,290 shares 20,290 $114 <0.01% new