HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617,183 shares; 2025Q4: 493,746 shares; 2026Q1: 370,309 shares 370,309 $470K <0.01% -123,437 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,498 shares; 2024Q4: 15,498 shares; 2025Q1: 21,282 shares; 2025Q2: 21,735 shares; 2025Q3: 26,541 shares; 2025Q4: 27,954 shares; 2026Q1: 28,318 shares 28,318 $470K <0.01% +364 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,462 shares; 2024Q4: 51,463 shares; 2025Q1: 51,462 shares; 2025Q2: 51,462 shares; 2025Q3: 51,462 shares; 2025Q4: 51,463 shares; 2026Q1: 51,462 shares 51,462 $468K <0.01% -1 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 2,494 shares; 2025Q1: 3,351 shares; 2025Q2: 2,764 shares; 2025Q3: 2,764 shares; 2025Q4: 3,648 shares; 2026Q1: 4,832 shares 4,832 $467K <0.01% +1,184 Timeline HEDG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,111 shares; 2026Q1: 16,111 shares 16,111 $467K <0.01% 0 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,801 shares; 2025Q1: 23,934 shares; 2025Q2: 24,284 shares; 2025Q3: 25,781 shares; 2025Q4: 25,431 shares; 2026Q1: 29,371 shares 29,371 $467K <0.01% +3,940 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 4,220 shares; 2025Q1: 3,341 shares; 2025Q2: 3,336 shares; 2025Q3: 3,359 shares; 2025Q4: 3,331 shares; 2026Q1: 3,344 shares 3,344 $465K <0.01% +13 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,592 shares; 2024Q4: 43,994 shares; 2025Q1: 45,496 shares; 2025Q2: 24,608 shares; 2025Q3: 27,418 shares; 2025Q4: 12,012 shares; 2026Q1: 11,436 shares 11,436 $464K <0.01% -576 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,197 shares; 2025Q3: 58,643 shares; 2025Q4: 34,833 shares; 2026Q1: 19,766 shares 19,766 $456K <0.01% -15,067 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 3,362 shares; 2025Q1: 4,390 shares; 2025Q2: 4,600 shares; 2025Q3: 4,590 shares; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares 4,649 $454K <0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,857 shares; 2024Q4: 25,820 shares; 2025Q1: 45,734 shares; 2025Q2: 65,615 shares; 2025Q3: 43,614 shares; 2025Q4: 43,614 shares; 2026Q1: 43,614 shares 43,614 $454K <0.01% 0 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,274 shares; 2024Q4: 6,156 shares; 2025Q1: 6,176 shares; 2025Q2: 6,109 shares; 2025Q3: 6,436 shares; 2025Q4: 5,789 shares; 2026Q1: 6,016 shares 6,016 $451K <0.01% +227 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,750 shares; 2025Q4: 5,603 shares; 2026Q1: 5,550 shares 5,550 $449K <0.01% -53 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,792 shares; 2026Q1: 7,792 shares 7,792 $443K <0.01% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,226 shares 5,226 $442K <0.01% new Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,887 shares; 2024Q4: 26,287 shares; 2025Q1: 25,913 shares; 2025Q2: 26,179 shares; 2025Q3: 18,769 shares; 2025Q4: 18,478 shares; 2026Q1: 18,899 shares 18,899 $441K <0.01% +421 Timeline UNTY UNITY BANCORP INC More: the full row for UNITY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,633 shares; 2025Q4: 8,469 shares; 2026Q1: 8,469 shares 8,469 $439K <0.01% 0 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,783 shares 9,783 $435K <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: 47,101 shares; 2024Q4: 49,839 shares; 2025Q1: 83,009 shares; 2025Q2: 98,070 shares; 2025Q3: 99,807 shares; 2025Q4: 105,311 shares; 2026Q1: 81,616 shares 81,616 $434K <0.01% -23,695 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132,686 shares; 2024Q4: 1,069,221 shares; 2025Q1: 962,268 shares; 2025Q2: 920,768 shares; 2025Q3: 707,544 shares; 2025Q4: 18,552 shares; 2026Q1: 10,736 shares 10,736 $433K <0.01% -7,816 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: 33,712 shares; 2024Q4: 34,476 shares; 2025Q1: 7,383 shares; 2025Q2: 7,655 shares; 2025Q3: 7,674 shares; 2025Q4: 6,588 shares; 2026Q1: 5,324 shares 5,324 $433K <0.01% -1,264 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,404 shares; 2026Q1: 8,155 shares 8,155 $431K <0.01% -1,249 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,786 shares; 2024Q4: 59,869 shares; 2025Q1: 39,316 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,916 shares; 2026Q1: 1,519 shares 1,519 $428K <0.01% -397 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,999 shares; 2024Q4: 10,055 shares; 2025Q1: 9,999 shares; 2025Q2: 9,999 shares; 2025Q3: 9,999 shares; 2025Q4: 9,999 shares; 2026Q1: 10,054 shares 10,054 $424K <0.01% +55 Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,573 shares; 2025Q4: 103,166 shares; 2026Q1: 107,705 shares 107,705 $423K <0.01% +4,539 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 1,639 shares; 2025Q3: 1,547 shares; 2025Q4: 1,619 shares; 2026Q1: 1,502 shares 1,502 $423K <0.01% -117 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,670 shares 10,670 $421K <0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,257 shares; 2025Q1: 3,483 shares; 2025Q2: 2,864 shares; 2025Q3: 2,852 shares; 2025Q4: 4,249 shares; 2026Q1: 4,333 shares 4,333 $420K <0.01% +84 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,201 shares; 2025Q1: 1,602 shares; 2025Q2: 1,255 shares; 2025Q3: 1,198 shares; 2025Q4: 1,225 shares; 2026Q1: 1,284 shares 1,284 $420K <0.01% +59 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,207 shares; 2025Q1: 2,847 shares; 2025Q2: 3,382 shares; 2025Q3: 2,893 shares; 2025Q4: 3,365 shares; 2026Q1: 3,637 shares 3,637 $419K <0.01% +272 Timeline PNI PIMCO NEW YORK MUN FD II More: the full row for PIMCO NEW YORK MUN FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,380 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,134 shares 61,134 $419K <0.01% new Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,581 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares; 2026Q1: 4,805 shares 4,805 $415K <0.01% +2,215 Timeline PTLC 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: 9,153 shares; 2024Q4: 6,731 shares; 2025Q1: 11,734 shares; 2025Q2: 8,060 shares; 2025Q3: 8,060 shares; 2025Q4: 8,186 shares; 2026Q1: 7,900 shares 7,900 $414K <0.01% -286 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,664 shares 6,664 $412K <0.01% new Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 2,635 shares; 2025Q3: 2,383 shares; 2025Q4: 2,356 shares; 2026Q1: 2,010 shares 2,010 $410K <0.01% -346 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,162 shares; 2024Q4: 38,513 shares; 2025Q1: 28,524 shares; 2025Q2: 27,836 shares; 2025Q3: 46,508 shares; 2025Q4: 43,676 shares; 2026Q1: 34,444 shares 34,444 $409K <0.01% -9,232 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,369 shares 17,369 $406K <0.01% new Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,270 shares 9,270 $405K <0.01% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,628 shares; 2025Q1: 8,531 shares; 2025Q2: 8,407 shares; 2025Q3: 8,427 shares; 2025Q4: 8,992 shares; 2026Q1: 8,825 shares 8,825 $404K <0.01% -167 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,536 shares; 2025Q2: 4,917 shares; 2025Q3: 6,085 shares; 2025Q4: 6,085 shares; 2026Q1: 6,758 shares 6,758 $402K <0.01% +673 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,300 shares; 2025Q1: 8,442 shares; 2025Q2: 8,359 shares; 2025Q3: 8,177 shares; 2025Q4: 8,038 shares; 2026Q1: 7,945 shares 7,945 $401K <0.01% -93 Timeline JLS NUVEEN MORTGAGE AND INCOME F More: the full row for NUVEEN MORTGAGE AND INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,377 shares; 2024Q4: 39,661 shares; 2025Q1: 39,458 shares; 2025Q2: 39,901 shares; 2025Q3: 22,697 shares; 2025Q4: 21,851 shares; 2026Q1: 22,091 shares 22,091 $401K <0.01% +240 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 6,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,816 shares 2,816 $400K <0.01% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,071 shares; 2024Q4: 29,414 shares; 2025Q1: 29,358 shares; 2025Q2: 26,904 shares; 2025Q3: 24,087 shares; 2025Q4: 20,994 shares; 2026Q1: 2,625 shares 2,625 $400K <0.01% -18,369 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,494 shares; 2025Q4: 2,534 shares; 2026Q1: 1,922 shares 1,922 $400K <0.01% -612 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,782 shares; 2025Q1: 11,782 shares; 2025Q2: 10,409 shares; 2025Q3: 10,190 shares; 2025Q4: 10,675 shares; 2026Q1: 15,690 shares 15,690 $400K <0.01% +5,015 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 5,587 shares; 2025Q1: 5,491 shares; 2025Q2: 4,872 shares; 2025Q3: 4,871 shares; 2025Q4: 5,096 shares; 2026Q1: 5,738 shares 5,738 $398K <0.01% +642 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: 55,945 shares; 2024Q4: 57,239 shares; 2025Q1: 54,666 shares; 2025Q2: 15,011 shares; 2025Q3: 14,978 shares; 2025Q4: 14,743 shares; 2026Q1: 14,862 shares 14,862 $397K <0.01% +119 Timeline VT 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: 3,281 shares; 2024Q4: 3,255 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,559 shares; 2025Q4: 3,885 shares; 2026Q1: 2,857 shares 2,857 $395K <0.01% -1,028 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,033 shares; 2024Q4: 7,533 shares; 2025Q1: 5,978 shares; 2025Q2: 5,642 shares; 2025Q3: 5,186 shares; 2025Q4: 6,361 shares; 2026Q1: 5,085 shares 5,085 $393K <0.01% -1,276 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,034 shares; 2024Q4: 36,267 shares; 2025Q1: 26,958 shares; 2025Q2: 22,138 shares; 2025Q3: 26,880 shares; 2025Q4: 23,658 shares; 2026Q1: 22,899 shares 22,899 $392K <0.01% -759 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,859 shares; 2025Q2: 19,489 shares; 2025Q3: 19,622 shares; 2025Q4: 19,468 shares; 2026Q1: 19,325 shares 19,325 $388K <0.01% -143 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,736 shares; 2025Q3: 7,735 shares; 2025Q4: 8,385 shares; 2026Q1: 6,450 shares 6,450 $388K <0.01% -1,935 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,259 shares; 2025Q1: 1,259 shares; 2025Q2: 1,259 shares; 2025Q3: not reported; 2025Q4: 2,552 shares; 2026Q1: 2,286 shares 2,286 $387K <0.01% -266 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 10,262 shares; 2025Q1: 10,037 shares; 2025Q2: 10,778 shares; 2025Q3: 10,615 shares; 2025Q4: 10,634 shares; 2026Q1: 10,679 shares 10,679 $386K <0.01% +45 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,196 shares; 2025Q2: 42,878 shares; 2025Q3: 43,171 shares; 2025Q4: 42,839 shares; 2026Q1: 42,504 shares 42,504 $384K <0.01% -335 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,405 shares; 2025Q2: 14,327 shares; 2025Q3: 22,419 shares; 2025Q4: 22,158 shares; 2026Q1: 22,365 shares 22,365 $383K <0.01% +207 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 6,138 shares; 2025Q1: 6,680 shares; 2025Q2: not reported; 2025Q3: 3,706 shares; 2025Q4: 5,406 shares; 2026Q1: 6,985 shares 6,985 $381K <0.01% +1,579 Timeline PAI WESTERN ASSET INVESTMENT GRA More: the full row for WESTERN ASSET INVESTMENT GRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,848 shares; 2024Q4: 17,069 shares; 2025Q1: 17,138 shares; 2025Q2: 31,782 shares; 2025Q3: 32,008 shares; 2025Q4: 31,793 shares; 2026Q1: 31,472 shares 31,472 $381K <0.01% -321 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,662 shares; 2024Q4: 5,912 shares; 2025Q1: 6,335 shares; 2025Q2: 6,334 shares; 2025Q3: 6,084 shares; 2025Q4: 6,083 shares; 2026Q1: 6,084 shares 6,084 $381K <0.01% +1 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,396 shares; 2025Q1: 4,372 shares; 2025Q2: 4,302 shares; 2025Q3: 4,152 shares; 2025Q4: 4,423 shares; 2026Q1: 4,065 shares 4,065 $380K <0.01% -358 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,200 shares; 2025Q4: 36,652 shares; 2026Q1: 44,652 shares 44,652 $379K <0.01% +8,000 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 5,205 shares; 2025Q1: 5,005 shares; 2025Q2: 5,005 shares; 2025Q3: 8,489 shares; 2025Q4: 8,563 shares; 2026Q1: 8,464 shares 8,464 $378K <0.01% -99 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,272 shares 17,272 $378K <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 11,330 shares; 2025Q1: 48,186 shares; 2025Q2: 6,304 shares; 2025Q3: 9,072 shares; 2025Q4: 8,956 shares; 2026Q1: 8,742 shares 8,742 $377K <0.01% -214 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,121 shares; 2024Q4: 33,702 shares; 2025Q1: 34,442 shares; 2025Q2: 31,408 shares; 2025Q3: 55,998 shares; 2025Q4: 55,698 shares; 2026Q1: 54,241 shares 54,241 $377K <0.01% -1,457 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,345 shares; 2026Q1: 4,623 shares 4,623 $374K <0.01% +278 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: 68,781 shares; 2024Q4: 72,550 shares; 2025Q1: 86,550 shares; 2025Q2: 91,553 shares; 2025Q3: 65,967 shares; 2025Q4: 95,417 shares; 2026Q1: 80,518 shares 80,518 $373K <0.01% -14,899 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares 580 $372K <0.01% 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: 12,344 shares; 2024Q4: 19,604 shares; 2025Q1: 14,194 shares; 2025Q2: 12,384 shares; 2025Q3: 83,154 shares; 2025Q4: 16,465 shares; 2026Q1: 15,515 shares 15,515 $369K <0.01% -950 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 2,392 shares; 2025Q1: 5,108 shares; 2025Q2: 30,837 shares; 2025Q3: 24,750 shares; 2025Q4: 4,013 shares; 2026Q1: 1,869 shares 1,869 $369K <0.01% -2,144 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 8,928 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares; 2025Q3: 9,618 shares; 2025Q4: 9,643 shares; 2026Q1: 10,849 shares 10,849 $369K <0.01% +1,206 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,834 shares; 2025Q4: 14,447 shares; 2026Q1: 11,509 shares 11,509 $367K <0.01% -2,938 Timeline DWAS 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: 30,810 shares; 2024Q4: 31,859 shares; 2025Q1: 31,264 shares; 2025Q2: 31,863 shares; 2025Q3: 31,685 shares; 2025Q4: 31,263 shares; 2026Q1: 3,718 shares 3,718 $366K <0.01% -27,545 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,113 shares; 2025Q1: 2,563 shares; 2025Q2: 3,260 shares; 2025Q3: 3,112 shares; 2025Q4: 2,973 shares; 2026Q1: 2,735 shares 2,735 $364K <0.01% -238 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,902 shares; 2024Q4: 24,907 shares; 2025Q1: 46,934 shares; 2025Q2: 46,630 shares; 2025Q3: 21,534 shares; 2025Q4: 21,006 shares; 2026Q1: 8,507 shares 8,507 $363K <0.01% -12,499 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,792 shares; 2025Q1: 3,735 shares; 2025Q2: 3,375 shares; 2025Q3: 2,897 shares; 2025Q4: 2,897 shares; 2026Q1: 2,897 shares 2,897 $363K <0.01% 0 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,518 shares; 2025Q4: 17,518 shares; 2026Q1: 28,119 shares 28,119 $362K <0.01% +10,601 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,138 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,584 shares 31,584 $362K <0.01% new Timeline SMTI SANARA MEDTECH INC More: the full row for SANARA MEDTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760,293 shares; 2026Q1: 21,075 shares 21,075 $362K <0.01% -739,218 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 4,694 shares; 2025Q1: not reported; 2025Q2: 5,499 shares; 2025Q3: 6,119 shares; 2025Q4: 7,423 shares; 2026Q1: 7,913 shares 7,913 $359K <0.01% +490 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,617 shares; 2025Q1: 18,117 shares; 2025Q2: 16,028 shares; 2025Q3: 16,065 shares; 2025Q4: 15,672 shares; 2026Q1: 15,730 shares 15,730 $359K <0.01% +58 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,706 shares; 2026Q1: 10,815 shares 10,815 $358K <0.01% +109 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,967 shares; 2025Q4: 14,967 shares; 2026Q1: 12,347 shares 12,347 $357K <0.01% -2,620 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $357K <0.01% 0 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,966 shares 11,966 $356K <0.01% new 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: not reported; 2024Q4: 13,118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,028 shares; 2025Q4: not reported; 2026Q1: 1,941 shares 1,941 $355K <0.01% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,671 shares; 2026Q1: 8,332 shares 8,332 $352K <0.01% -339 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 3,333 shares; 2025Q3: 4,704 shares; 2025Q4: 4,758 shares; 2026Q1: 4,011 shares 4,011 $351K <0.01% -747 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,991 shares; 2025Q3: 4,991 shares; 2025Q4: 4,991 shares; 2026Q1: 4,991 shares 4,991 $351K <0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,258 shares; 2025Q3: 8,258 shares; 2025Q4: 8,258 shares; 2026Q1: 8,258 shares 8,258 $350K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,745 shares; 2024Q4: 27,210 shares; 2025Q1: 24,655 shares; 2025Q2: 20,387 shares; 2025Q3: 5,612 shares; 2025Q4: 5,622 shares; 2026Q1: 5,662 shares 5,662 $349K <0.01% +40 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,818 shares 11,818 $346K <0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,861 shares; 2025Q1: 8,862 shares; 2025Q2: 8,751 shares; 2025Q3: 8,310 shares; 2025Q4: 8,281 shares; 2026Q1: 7,629 shares 7,629 $345K <0.01% -652 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,678 shares; 2025Q1: 4,615 shares; 2025Q2: 4,588 shares; 2025Q3: 4,576 shares; 2025Q4: 4,689 shares; 2026Q1: 4,571 shares 4,571 $345K <0.01% -118 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,830 shares; 2026Q1: 3,836 shares 3,836 $341K <0.01% +6 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,187 shares; 2024Q4: 25,233 shares; 2025Q1: 25,067 shares; 2025Q2: 24,767 shares; 2025Q3: 24,767 shares; 2025Q4: 24,767 shares; 2026Q1: 24,916 shares 24,916 $340K <0.01% +149 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: 6,934 shares; 2025Q1: 6,778 shares; 2025Q2: 6,495 shares; 2025Q3: 7,224 shares; 2025Q4: 6,863 shares; 2026Q1: 6,563 shares 6,563 $340K <0.01% -300 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,384 shares 23,384 $338K <0.01% new Timeline NC NACCO INDS INC More: the full row for NACCO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,506 shares; 2025Q2: 6,506 shares; 2025Q3: 6,506 shares; 2025Q4: 6,506 shares; 2026Q1: 6,506 shares 6,506 $338K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,111 shares; 2025Q1: 16,996 shares; 2025Q2: 17,591 shares; 2025Q3: 13,369 shares; 2025Q4: 13,399 shares; 2026Q1: 13,003 shares 13,003 $337K <0.01% -396 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,511 shares 7,511 $336K <0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,678 shares; 2024Q4: 51,413 shares; 2025Q1: 14,916 shares; 2025Q2: 13,550 shares; 2025Q3: 9,841 shares; 2025Q4: 7,097 shares; 2026Q1: 5,228 shares 5,228 $336K <0.01% -1,869 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,213 shares; 2026Q1: 8,037 shares 8,037 $334K <0.01% +2,824 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,598 shares; 2024Q4: 19,815 shares; 2025Q1: 19,200 shares; 2025Q2: 19,216 shares; 2025Q3: 15,950 shares; 2025Q4: 12,700 shares; 2026Q1: 12,700 shares 12,700 $333K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,413 shares; 2024Q4: 7,144 shares; 2025Q1: 11,517 shares; 2025Q2: 10,371 shares; 2025Q3: 9,921 shares; 2025Q4: 9,846 shares; 2026Q1: 8,548 shares 8,548 $333K <0.01% -1,298 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 10,709 shares; 2025Q1: 11,622 shares; 2025Q2: 11,239 shares; 2025Q3: 10,974 shares; 2025Q4: 8,736 shares; 2026Q1: 7,778 shares 7,778 $330K <0.01% -958 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,155 shares; 2024Q4: 13,444 shares; 2025Q1: 11,911 shares; 2025Q2: 8,929 shares; 2025Q3: 8,929 shares; 2025Q4: 8,674 shares; 2026Q1: 8,673 shares 8,673 $330K <0.01% -1 Timeline MLPA 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: 9,340 shares; 2024Q4: 9,340 shares; 2025Q1: 6,340 shares; 2025Q2: 6,340 shares; 2025Q3: 6,840 shares; 2025Q4: 6,840 shares; 2026Q1: 6,114 shares 6,114 $329K <0.01% -726 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,426 shares 6,426 $328K <0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,052 shares; 2025Q1: 3,931 shares; 2025Q2: 3,802 shares; 2025Q3: 3,571 shares; 2025Q4: 3,571 shares; 2026Q1: 3,571 shares 3,571 $327K <0.01% 0 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: 6,956 shares; 2024Q4: 6,997 shares; 2025Q1: 6,881 shares; 2025Q2: 5,417 shares; 2025Q3: 5,742 shares; 2025Q4: 5,658 shares; 2026Q1: 5,658 shares 5,658 $326K <0.01% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,014 shares 43,014 $326K <0.01% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,086 shares; 2024Q4: 2,592 shares; 2025Q1: 2,568 shares; 2025Q2: 2,147 shares; 2025Q3: 1,869 shares; 2025Q4: 1,847 shares; 2026Q1: 1,875 shares 1,875 $323K <0.01% +28 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 9,803 shares; 2025Q1: 9,803 shares; 2025Q2: 8,754 shares; 2025Q3: 8,681 shares; 2025Q4: 8,632 shares; 2026Q1: 8,561 shares 8,561 $323K <0.01% -71 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,696 shares 2,696 $322K <0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 521,516 shares; 2025Q1: 58,717 shares; 2025Q2: 4,238 shares; 2025Q3: 5,302 shares; 2025Q4: 5,276 shares; 2026Q1: 5,457 shares 5,457 $322K <0.01% +181 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,578 shares; 2025Q4: 240,610 shares; 2026Q1: 5,473 shares 5,473 $321K <0.01% -235,137 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 5,342 shares; 2025Q1: 1,976 shares; 2025Q2: 1,965 shares; 2025Q3: 1,467 shares; 2025Q4: 1,667 shares; 2026Q1: 1,418 shares 1,418 $318K <0.01% -249 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,705 shares; 2024Q4: 7,891 shares; 2025Q1: 7,503 shares; 2025Q2: 6,370 shares; 2025Q3: 4,982 shares; 2025Q4: 4,200 shares; 2026Q1: 4,632 shares 4,632 $317K <0.01% +432 Timeline PSCH 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: 11,833 shares; 2024Q4: 11,833 shares; 2025Q1: 8,194 shares; 2025Q2: 8,194 shares; 2025Q3: 7,593 shares; 2025Q4: 7,593 shares; 2026Q1: 7,593 shares 7,593 $312K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,498 shares; 2024Q4: 9,883 shares; 2025Q1: 7,273 shares; 2025Q2: 3,122 shares; 2025Q3: not reported; 2025Q4: 1,765 shares; 2026Q1: 2,208 shares 2,208 $312K <0.01% +443 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 3,768 shares; 2026Q1: 3,852 shares 3,852 $311K <0.01% +84 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,430 shares; 2025Q1: 3,428 shares; 2025Q2: 3,735 shares; 2025Q3: 3,637 shares; 2025Q4: 4,218 shares; 2026Q1: 3,416 shares 3,416 $310K <0.01% -802 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: not reported; 2025Q3: 5,803 shares; 2025Q4: 5,803 shares; 2026Q1: 5,803 shares 5,803 $308K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,883 shares; 2024Q4: 1,185 shares; 2025Q1: 1,163 shares; 2025Q2: 1,344 shares; 2025Q3: 646 shares; 2025Q4: 649 shares; 2026Q1: 640 shares 640 $307K <0.01% -9 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 2,870 shares; 2025Q4: 2,892 shares; 2026Q1: 2,870 shares 2,870 $306K <0.01% -22 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,631 shares; 2025Q3: 11,921 shares; 2025Q4: 11,921 shares; 2026Q1: 13,511 shares 13,511 $306K <0.01% +1,590 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,438 shares; 2025Q1: 2,151 shares; 2025Q2: 1,741 shares; 2025Q3: 1,618 shares; 2025Q4: 1,671 shares; 2026Q1: 1,519 shares 1,519 $304K <0.01% -152 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,680 shares; 2024Q4: 51,543 shares; 2025Q1: not reported; 2025Q2: 6,286 shares; 2025Q3: 4,074 shares; 2025Q4: 4,755 shares; 2026Q1: 6,482 shares 6,482 $304K <0.01% +1,727 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,200 shares; 2025Q2: 3,150 shares; 2025Q3: 10,929 shares; 2025Q4: 10,792 shares; 2026Q1: 3,178 shares 3,178 $303K <0.01% -7,614 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,704 shares; 2025Q4: 2,955 shares; 2026Q1: 3,270 shares 3,270 $303K <0.01% +315 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,491 shares; 2025Q1: 3,365 shares; 2025Q2: 3,365 shares; 2025Q3: 3,510 shares; 2025Q4: 3,511 shares; 2026Q1: 3,711 shares 3,711 $301K <0.01% +200 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,281 shares; 2024Q4: 18,828 shares; 2025Q1: 31,320 shares; 2025Q2: 34,355 shares; 2025Q3: 37,000 shares; 2025Q4: 43,014 shares; 2026Q1: 35,530 shares 35,530 $300K <0.01% -7,484 Timeline DNL 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: 141,410 shares; 2024Q4: 106,723 shares; 2025Q1: 69,868 shares; 2025Q2: 70,220 shares; 2025Q3: 72,307 shares; 2025Q4: 71,056 shares; 2026Q1: 7,427 shares 7,427 $300K <0.01% -63,629 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,057 shares; 2024Q4: 12,879 shares; 2025Q1: 12,679 shares; 2025Q2: 11,675 shares; 2025Q3: 11,798 shares; 2025Q4: 11,298 shares; 2026Q1: 11,098 shares 11,098 $299K <0.01% -200 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,892 shares; 2024Q4: 5,272 shares; 2025Q1: 5,122 shares; 2025Q2: 5,030 shares; 2025Q3: 4,855 shares; 2025Q4: 4,846 shares; 2026Q1: 4,639 shares 4,639 $298K <0.01% -207 Timeline WPRT WESTPORT FUEL SYSTEMS INC More: the full row for WESTPORT FUEL SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,558 shares; 2024Q4: 916,168 shares; 2025Q1: 954,186 shares; 2025Q2: 571,946 shares; 2025Q3: 549,074 shares; 2025Q4: 177,282 shares; 2026Q1: 163,898 shares 163,898 $298K <0.01% -13,384 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,498 shares 15,498 $298K <0.01% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 7,495 shares; 2025Q1: 14,186 shares; 2025Q2: 13,347 shares; 2025Q3: 6,691 shares; 2025Q4: 6,753 shares; 2026Q1: 8,231 shares 8,231 $297K <0.01% +1,478 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,868 shares; 2025Q4: 2,390 shares; 2026Q1: 2,743 shares 2,743 $296K <0.01% +353 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,129 shares; 2024Q4: 11,949 shares; 2025Q1: 8,966 shares; 2025Q2: 8,082 shares; 2025Q3: 8,082 shares; 2025Q4: 6,843 shares; 2026Q1: 6,343 shares 6,343 $295K <0.01% -500 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,448 shares; 2025Q3: 1,995 shares; 2025Q4: 2,259 shares; 2026Q1: 1,732 shares 1,732 $294K <0.01% -527 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,039 shares; 2026Q1: 913 shares 913 $294K <0.01% -126 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3,839 shares; 2025Q1: 3,819 shares; 2025Q2: 3,787 shares; 2025Q3: 3,716 shares; 2025Q4: 3,418 shares; 2026Q1: 3,403 shares 3,403 $293K <0.01% -15 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,959 shares; 2024Q4: 4,924 shares; 2025Q1: 4,590 shares; 2025Q2: 4,586 shares; 2025Q3: 4,763 shares; 2025Q4: 4,255 shares; 2026Q1: 3,847 shares 3,847 $292K <0.01% -408 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: 16,085 shares; 2024Q4: 16,975 shares; 2025Q1: 17,125 shares; 2025Q2: 18,575 shares; 2025Q3: 33,660 shares; 2025Q4: 45,585 shares; 2026Q1: 45,810 shares 45,810 $292K <0.01% +225 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,049 shares; 2025Q1: 2,033 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares; 2026Q1: 1,824 shares 1,824 $291K <0.01% -75 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 5,800 shares; 2025Q1: 5,950 shares; 2025Q2: 6,400 shares; 2025Q3: 6,500 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares 6,100 $290K <0.01% 0 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,554 shares 21,554 $289K <0.01% new Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,800 shares; 2026Q1: 19,750 shares 19,750 $288K <0.01% +6,950 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,245 shares; 2025Q4: 9,916 shares; 2026Q1: 11,476 shares 11,476 $288K <0.01% +1,560 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,160 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares 5,160 $287K <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: not reported; 2024Q4: not reported; 2025Q1: 18,428 shares; 2025Q2: 28,016 shares; 2025Q3: 34,979 shares; 2025Q4: 32,835 shares; 2026Q1: 35,101 shares 35,101 $287K <0.01% +2,266 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,724 shares; 2025Q1: 12,094 shares; 2025Q2: 10,749 shares; 2025Q3: 29,541 shares; 2025Q4: 29,699 shares; 2026Q1: 13,823 shares 13,823 $286K <0.01% -15,876 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,150 shares; 2024Q4: 24,031 shares; 2025Q1: 24,800 shares; 2025Q2: 24,510 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,385 shares 7,385 $286K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,706 shares; 2024Q4: 19,255 shares; 2025Q1: 9,205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,310 shares 7,310 $285K <0.01% new Timeline GNR 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: 24,918 shares; 2024Q4: 8,692 shares; 2025Q1: 8,690 shares; 2025Q2: 3,817 shares; 2025Q3: 3,817 shares; 2025Q4: 3,817 shares; 2026Q1: 3,817 shares 3,817 $285K <0.01% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,001 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,903 shares; 2026Q1: 88,102 shares 88,102 $284K <0.01% +5,199 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,397 shares; 2024Q4: 35,375 shares; 2025Q1: 23,488 shares; 2025Q2: 29,243 shares; 2025Q3: 27,825 shares; 2025Q4: 7,390 shares; 2026Q1: 6,554 shares 6,554 $282K <0.01% -836 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,940 shares 1,940 $282K <0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares; 2025Q4: not reported; 2026Q1: 13,532 shares 13,532 $281K <0.01% new Timeline HEDJ 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: 5,468 shares; 2024Q4: 4,684 shares; 2025Q1: 5,084 shares; 2025Q2: 5,235 shares; 2025Q3: 5,257 shares; 2025Q4: 4,756 shares; 2026Q1: 5,366 shares 5,366 $281K <0.01% +610 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,212 shares 9,212 $281K <0.01% new Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,347 shares; 2024Q4: 10,347 shares; 2025Q1: 10,347 shares; 2025Q2: 10,347 shares; 2025Q3: 10,347 shares; 2025Q4: 8,374 shares; 2026Q1: 8,374 shares 8,374 $280K <0.01% 0 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,633 shares; 2024Q4: 5,542 shares; 2025Q1: 5,010 shares; 2025Q2: 4,693 shares; 2025Q3: 5,690 shares; 2025Q4: 6,543 shares; 2026Q1: 6,525 shares 6,525 $278K <0.01% -18 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: 13,217 shares; 2024Q4: 19,022 shares; 2025Q1: 69,350 shares; 2025Q2: 18,306 shares; 2025Q3: 16,238 shares; 2025Q4: 27,371 shares; 2026Q1: 27,708 shares 27,708 $277K <0.01% +337 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,923 shares; 2025Q2: 15,232 shares; 2025Q3: 12,006 shares; 2025Q4: 13,110 shares; 2026Q1: 12,548 shares 12,548 $276K <0.01% -562 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776,717 shares; 2024Q4: 352,735 shares; 2025Q1: 580,814 shares; 2025Q2: 552,430 shares; 2025Q3: 438,562 shares; 2025Q4: 271,329 shares; 2026Q1: 6,308 shares 6,308 $276K <0.01% -265,021 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,629 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,607 shares 1,607 $274K <0.01% +40 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $273K <0.01% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,651 shares; 2026Q1: 2,724 shares 2,724 $272K <0.01% +73 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,107 shares 4,107 $272K <0.01% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,714 shares; 2025Q1: 75,685 shares; 2025Q2: 75,595 shares; 2025Q3: 76,226 shares; 2025Q4: 77,235 shares; 2026Q1: 10,321 shares 10,321 $271K <0.01% -66,914 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 5,305 shares; 2025Q1: 5,304 shares; 2025Q2: 5,304 shares; 2025Q3: 5,304 shares; 2025Q4: 5,305 shares; 2026Q1: 5,304 shares 5,304 $269K <0.01% -1 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,997 shares; 2024Q4: 181,611 shares; 2025Q1: 212,177 shares; 2025Q2: 212,838 shares; 2025Q3: not reported; 2025Q4: 6,027 shares; 2026Q1: 6,027 shares 6,027 $268K <0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,044 shares; 2024Q4: 158,623 shares; 2025Q1: 151,564 shares; 2025Q2: 147,663 shares; 2025Q3: 166,000 shares; 2025Q4: 146,671 shares; 2026Q1: 15,610 shares 15,610 $266K <0.01% -131,061 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,960 shares 7,960 $265K <0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,220 shares 1,220 $264K <0.01% new Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,250 shares 11,250 $264K <0.01% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,428 shares 14,428 $264K <0.01% new Timeline AVIG 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: 5,581 shares; 2024Q4: 6,185 shares; 2025Q1: 8,023 shares; 2025Q2: 8,023 shares; 2025Q3: 7,206 shares; 2025Q4: 7,310 shares; 2026Q1: 6,329 shares 6,329 $263K <0.01% -981 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,903 shares; 2025Q3: 2,901 shares; 2025Q4: 2,803 shares; 2026Q1: 2,738 shares 2,738 $263K <0.01% -65 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,841 shares; 2024Q4: 14,433 shares; 2025Q1: 11,876 shares; 2025Q2: not reported; 2025Q3: 1,596 shares; 2025Q4: 2,432 shares; 2026Q1: 1,440 shares 1,440 $262K <0.01% -992 Timeline ACWV 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: 4,788 shares; 2024Q4: 4,742 shares; 2025Q1: 3,699 shares; 2025Q2: 3,460 shares; 2025Q3: 2,186 shares; 2025Q4: 2,186 shares; 2026Q1: 2,186 shares 2,186 $261K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,919 shares; 2025Q2: 14,038 shares; 2025Q3: 17,103 shares; 2025Q4: 657 shares; 2026Q1: 816 shares 816 $260K <0.01% +159 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,882 shares; 2024Q4: 12,105 shares; 2025Q1: 11,809 shares; 2025Q2: 12,596 shares; 2025Q3: 12,481 shares; 2025Q4: 9,936 shares; 2026Q1: 5,757 shares 5,757 $259K <0.01% -4,179 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,321 shares; 2025Q1: 1,221 shares; 2025Q2: 1,144 shares; 2025Q3: 895 shares; 2025Q4: 750 shares; 2026Q1: 722 shares 722 $259K <0.01% -28 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,904 shares 11,904 $259K <0.01% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,100 shares 4,100 $258K <0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,910 shares; 2025Q1: 26,911 shares; 2025Q2: 5,520 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,520 shares 5,520 $258K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 12,492 shares; 2025Q2: 14,538 shares; 2025Q3: 12,538 shares; 2025Q4: 12,586 shares; 2026Q1: 12,607 shares 12,607 $258K <0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,920 shares; 2026Q1: 5,127 shares 5,127 $256K <0.01% +207 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,250 shares; 2025Q4: 14,412 shares; 2026Q1: 20,500 shares 20,500 $254K <0.01% +6,088 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 2,473 shares; 2025Q4: 3,342 shares; 2026Q1: 2,917 shares 2,917 $253K <0.01% -425 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares; 2026Q1: 1,434 shares 1,434 $252K <0.01% 0 Timeline IMCG 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: 57,476 shares; 2024Q4: 58,181 shares; 2025Q1: 15,624 shares; 2025Q2: 4,148 shares; 2025Q3: 4,148 shares; 2025Q4: 3,557 shares; 2026Q1: 3,198 shares 3,198 $252K <0.01% -359 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: 655 shares; 2026Q1: 613 shares 613 $250K <0.01% -42 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,156 shares; 2024Q4: 50,856 shares; 2025Q1: 50,856 shares; 2025Q2: 49,951 shares; 2025Q3: 11,977 shares; 2025Q4: 10,609 shares; 2026Q1: 9,633 shares 9,633 $249K <0.01% -976 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,867 shares; 2025Q3: 7,442 shares; 2025Q4: 6,671 shares; 2026Q1: 5,783 shares 5,783 $248K <0.01% -888 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,796 shares; 2025Q3: 1,504 shares; 2025Q4: 1,489 shares; 2026Q1: 1,426 shares 1,426 $247K <0.01% -63 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,399 shares; 2024Q4: 57,697 shares; 2025Q1: 55,968 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,575 shares; 2026Q1: 3,392 shares 3,392 $247K <0.01% -183 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,430 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 3,512 shares; 2026Q1: 3,358 shares 3,358 $245K <0.01% -154 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $245K <0.01% 0 Timeline PGX 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: 177,365 shares; 2024Q4: 181,919 shares; 2025Q1: 174,443 shares; 2025Q2: 170,060 shares; 2025Q3: 172,775 shares; 2025Q4: 168,301 shares; 2026Q1: 22,497 shares 22,497 $245K <0.01% -145,804 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,357 shares; 2026Q1: 3,493 shares 3,493 $244K <0.01% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,909 shares; 2026Q1: 2,413 shares 2,413 $244K <0.01% -1,496 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,781 shares 4,781 $243K <0.01% new 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: 19,090 shares; 2024Q4: 18,290 shares; 2025Q1: 18,232 shares; 2025Q2: 17,681 shares; 2025Q3: 17,681 shares; 2025Q4: 17,681 shares; 2026Q1: 17,681 shares 17,681 $242K <0.01% 0 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: 484,589 shares; 2024Q4: 351,192 shares; 2025Q1: 16,606 shares; 2025Q2: 17,356 shares; 2025Q3: 33,596 shares; 2025Q4: 33,396 shares; 2026Q1: 32,014 shares 32,014 $241K <0.01% -1,382 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,221 shares; 2025Q1: 65,948 shares; 2025Q2: 56,889 shares; 2025Q3: 37,961 shares; 2025Q4: 8,583 shares; 2026Q1: 9,660 shares 9,660 $241K <0.01% +1,077 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3,418 shares; 2025Q1: 3,419 shares; 2025Q2: not reported; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares; 2026Q1: 3,050 shares 3,050 $241K <0.01% +20 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 5,180 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 4,625 shares; 2026Q1: 4,196 shares 4,196 $241K <0.01% -429 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,802 shares; 2025Q1: 3,492 shares; 2025Q2: 2,369 shares; 2025Q3: 2,110 shares; 2025Q4: 2,138 shares; 2026Q1: 2,091 shares 2,091 $240K <0.01% -47 Timeline LRGF 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: 11,885 shares; 2024Q4: 10,611 shares; 2025Q1: 4,948 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares; 2026Q1: 3,607 shares 3,607 $238K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares 3,200 $238K <0.01% new Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,587 shares; 2025Q1: 3,952 shares; 2025Q2: 4,152 shares; 2025Q3: 4,052 shares; 2025Q4: 4,512 shares; 2026Q1: 4,512 shares 4,512 $238K <0.01% 0 Timeline PBE 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: 3,864 shares; 2024Q4: 3,864 shares; 2025Q1: 3,864 shares; 2025Q2: 3,865 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $238K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,300 shares; 2024Q4: 28,300 shares; 2025Q1: 28,525 shares; 2025Q2: 28,525 shares; 2025Q3: 28,333 shares; 2025Q4: 28,150 shares; 2026Q1: 28,150 shares 28,150 $237K <0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,282 shares; 2025Q1: 1,263 shares; 2025Q2: 1,364 shares; 2025Q3: 1,126 shares; 2025Q4: 1,199 shares; 2026Q1: 1,245 shares 1,245 $236K <0.01% +46 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,496 shares; 2025Q3: 2,500 shares; 2025Q4: 2,521 shares; 2026Q1: 2,533 shares 2,533 $234K <0.01% +12 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,463 shares; 2025Q4: 1,635 shares; 2026Q1: 1,626 shares 1,626 $234K <0.01% -9 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,288 shares 10,288 $233K <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,999 shares; 2025Q1: 1,741 shares; 2025Q2: 1,753 shares; 2025Q3: 1,723 shares; 2025Q4: 1,592 shares; 2026Q1: 1,765 shares 1,765 $231K <0.01% +173 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 2,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,916 shares; 2026Q1: 3,199 shares 3,199 $230K <0.01% -1,717 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,670 shares; 2025Q2: 24,613 shares; 2025Q3: 34,361 shares; 2025Q4: 54,131 shares; 2026Q1: 54,131 shares 54,131 $230K <0.01% 0 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,996 shares 2,996 $229K <0.01% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 5,820 shares; 2025Q1: 5,520 shares; 2025Q2: 5,520 shares; 2025Q3: 5,520 shares; 2025Q4: 5,520 shares; 2026Q1: 5,520 shares 5,520 $228K <0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,749 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,840 shares 15,840 $228K <0.01% new Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,919 shares 2,919 $227K <0.01% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,928 shares; 2025Q3: 35,829 shares; 2025Q4: 35,859 shares; 2026Q1: 37,559 shares 37,559 $227K <0.01% +1,700 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,185 shares 4,185 $226K <0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,714 shares; 2025Q2: not reported; 2025Q3: 5,172 shares; 2025Q4: not reported; 2026Q1: 6,372 shares 6,372 $226K <0.01% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: 2,421 shares 2,421 $225K <0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 7,504 shares; 2025Q1: 6,162 shares; 2025Q2: 5,785 shares; 2025Q3: 5,855 shares; 2025Q4: 7,457 shares; 2026Q1: 1,505 shares 1,505 $225K <0.01% -5,952 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,788 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,578 shares 7,578 $223K <0.01% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,003 shares 8,003 $222K <0.01% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,313 shares 1,313 $222K <0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,963 shares; 2024Q4: 240,252 shares; 2025Q1: 205,334 shares; 2025Q2: 1,818 shares; 2025Q3: 2,051 shares; 2025Q4: 1,752 shares; 2026Q1: 1,666 shares 1,666 $222K <0.01% -86 Timeline SPYX 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: 51,046 shares; 2024Q4: 51,046 shares; 2025Q1: 50,056 shares; 2025Q2: 44,208 shares; 2025Q3: 44,240 shares; 2025Q4: 4,400 shares; 2026Q1: 4,178 shares 4,178 $222K <0.01% -222 Timeline BODI THE BEACHBODY COMPANY INC More: the full row for THE BEACHBODY COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,296 shares; 2024Q4: 20,296 shares; 2025Q1: 20,296 shares; 2025Q2: 20,296 shares; 2025Q3: 20,296 shares; 2025Q4: 20,296 shares; 2026Q1: 20,296 shares 20,296 $220K <0.01% 0 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,303 shares; 2025Q4: 32,450 shares; 2026Q1: 14,903 shares 14,903 $220K <0.01% -17,547 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: 17,273 shares; 2024Q4: 24,166 shares; 2025Q1: 13,113 shares; 2025Q2: 12,362 shares; 2025Q3: 12,208 shares; 2025Q4: 2,639 shares; 2026Q1: 2,007 shares 2,007 $219K <0.01% -632 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,207 shares; 2026Q1: 2,276 shares 2,276 $218K <0.01% +69 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,425 shares; 2026Q1: 1,615 shares 1,615 $217K <0.01% -38,810 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,051 shares; 2025Q1: 25,286 shares; 2025Q2: 25,286 shares; 2025Q3: 25,289 shares; 2025Q4: 25,286 shares; 2026Q1: 36,343 shares 36,343 $217K <0.01% +11,057 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,883 shares 12,883 $217K <0.01% new Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,760 shares 1,760 $215K <0.01% new Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 11,296 shares; 2025Q1: 11,296 shares; 2025Q2: 11,296 shares; 2025Q3: 11,296 shares; 2025Q4: 11,296 shares; 2026Q1: 11,296 shares 11,296 $214K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 492 shares 492 $214K <0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 3,509 shares; 2025Q3: 3,517 shares; 2025Q4: not reported; 2026Q1: 2,765 shares 2,765 $213K <0.01% new Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,305 shares 2,305 $213K <0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,136 shares; 2024Q4: 10,811 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,227 shares; 2025Q4: 10,518 shares; 2026Q1: 9,935 shares 9,935 $212K <0.01% -583 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 48 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 37 shares; 2025Q4: 34 shares; 2026Q1: 32 shares 32 $211K <0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,365 shares; 2025Q3: 29,467 shares; 2025Q4: 31,415 shares; 2026Q1: 17,137 shares 17,137 $211K <0.01% -14,278 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares 1,269 $209K <0.01% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,088 shares 5,088 $209K <0.01% new Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares; 2026Q1: 9,065 shares 9,065 $209K <0.01% +215 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,920 shares; 2024Q4: 22,864 shares; 2025Q1: 22,178 shares; 2025Q2: 21,341 shares; 2025Q3: 1,000 shares; 2025Q4: 1,372 shares; 2026Q1: 1,009 shares 1,009 $209K <0.01% -363 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: 14,603 shares; 2024Q4: 14,603 shares; 2025Q1: 14,603 shares; 2025Q2: 15,049 shares; 2025Q3: 14,603 shares; 2025Q4: 17,911 shares; 2026Q1: 13,978 shares 13,978 $208K <0.01% -3,933 Timeline SOCL 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: 16,462 shares; 2024Q4: 15,557 shares; 2025Q1: 14,687 shares; 2025Q2: 13,096 shares; 2025Q3: 10,796 shares; 2025Q4: 8,610 shares; 2026Q1: 4,783 shares 4,783 $207K <0.01% -3,827 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,949 shares; 2025Q3: 6,076 shares; 2025Q4: 7,852 shares; 2026Q1: 6,549 shares 6,549 $207K <0.01% -1,303 Timeline ATAT ATOUR LIFESTYLE HLDGS LTD More: the full row for ATOUR LIFESTYLE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,619 shares 5,619 $207K <0.01% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,711 shares 3,711 $207K <0.01% new Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,611 shares 1,611 $206K <0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 7,257 shares; 2025Q1: 7,091 shares; 2025Q2: 6,027 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,213 shares 11,213 $206K <0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,191 shares; 2024Q4: 161,236 shares; 2025Q1: 30,819 shares; 2025Q2: 33,025 shares; 2025Q3: 32,913 shares; 2025Q4: 1,136 shares; 2026Q1: 1,015 shares 1,015 $205K <0.01% -121 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 29,500 shares; 2026Q1: 62,500 shares 62,500 $204K <0.01% +33,000 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,847 shares; 2024Q4: 136,830 shares; 2025Q1: 129,239 shares; 2025Q2: 45,441 shares; 2025Q3: 45,960 shares; 2025Q4: not reported; 2026Q1: 12,989 shares 12,989 $204K <0.01% new Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,110 shares 3,110 $204K <0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 828 shares; 2025Q3: 796 shares; 2025Q4: 1,011 shares; 2026Q1: 1,182 shares 1,182 $202K <0.01% +171 Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,468 shares; 2025Q3: 20,943 shares; 2025Q4: 22,929 shares; 2026Q1: 31,004 shares 31,004 $202K <0.01% +8,075 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,938 shares; 2024Q4: 22,244 shares; 2025Q1: 5,465 shares; 2025Q2: 7,768 shares; 2025Q3: 5,216 shares; 2025Q4: not reported; 2026Q1: 3,068 shares 3,068 $202K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,117 shares 4,117 $202K <0.01% new Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,291 shares 4,291 $201K <0.01% new Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,132 shares 8,132 $201K <0.01% new Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,280 shares 2,280 $201K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,429 shares 2,429 $200K <0.01% new Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,436 shares; 2024Q4: 300,643 shares; 2025Q1: 339,598 shares; 2025Q2: not reported; 2025Q3: 12,444 shares; 2025Q4: 10,258 shares; 2026Q1: 12,239 shares 12,239 $199K <0.01% +1,981 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,530 shares 10,530 $199K <0.01% new Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 14,911 shares; 2025Q1: 11,705 shares; 2025Q2: 13,164 shares; 2025Q3: 13,081 shares; 2025Q4: 15,705 shares; 2026Q1: 17,783 shares 17,783 $197K <0.01% +2,078 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,949 shares 25,949 $195K <0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,575 shares; 2024Q4: 22,574 shares; 2025Q1: 32,074 shares; 2025Q2: 26,174 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,001 shares 10,001 $193K <0.01% new Timeline MDIV 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: 12,750 shares; 2024Q4: 13,350 shares; 2025Q1: 12,000 shares; 2025Q2: 14,134 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares 11,800 $191K <0.01% 0 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,823 shares; 2026Q1: 13,374 shares 13,374 $190K <0.01% +2,551 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,020 shares; 2024Q4: 60,056 shares; 2025Q1: 66,745 shares; 2025Q2: 67,167 shares; 2025Q3: 13,536 shares; 2025Q4: 15,536 shares; 2026Q1: 15,310 shares 15,310 $189K <0.01% -226 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: not reported; 2024Q4: not reported; 2025Q1: 18,583 shares; 2025Q2: 11,765 shares; 2025Q3: 10,172 shares; 2025Q4: 10,081 shares; 2026Q1: 10,081 shares 10,081 $187K <0.01% 0 Timeline TITN TITAN MACHY INC More: the full row for TITAN MACHY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $184K <0.01% 0 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,689 shares 14,689 $183K <0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,700 shares 12,700 $182K <0.01% new Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,670 shares; 2024Q4: 40,876 shares; 2025Q1: 34,394 shares; 2025Q2: 27,625 shares; 2025Q3: 27,143 shares; 2025Q4: 16,809 shares; 2026Q1: 17,761 shares 17,761 $174K <0.01% +952 Timeline MYGN MYRIAD GENETICS INC More: the full row for MYRIAD GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,873 shares; 2025Q2: 29,059 shares; 2025Q3: 23,856 shares; 2025Q4: 21,802 shares; 2026Q1: 38,338 shares 38,338 $173K <0.01% +16,536 Timeline KPTI KARYOPHARM THERAPEUTICS INC More: the full row for KARYOPHARM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,532 shares; 2025Q3: 25,932 shares; 2025Q4: 27,993 shares; 2026Q1: 29,791 shares 29,791 $166K <0.01% +1,798 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: not reported; 2024Q4: 10,835 shares; 2025Q1: 12,135 shares; 2025Q2: 30,530 shares; 2025Q3: 8,196 shares; 2025Q4: not reported; 2026Q1: 11,430 shares 11,430 $165K <0.01% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,614 shares; 2024Q4: 133,554 shares; 2025Q1: 25,013 shares; 2025Q2: 25,193 shares; 2025Q3: 52,180 shares; 2025Q4: 64,550 shares; 2026Q1: 28,596 shares 28,596 $159K <0.01% -35,954 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,759 shares; 2024Q4: 33,026 shares; 2025Q1: 30,120 shares; 2025Q2: 34,031 shares; 2025Q3: 33,976 shares; 2025Q4: 33,969 shares; 2026Q1: 33,969 shares 33,969 $156K <0.01% 0 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,673 shares; 2025Q4: 14,008 shares; 2026Q1: 13,894 shares 13,894 $147K <0.01% -114 Timeline FLD FOLD HLDGS INC More: the full row for FOLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,150 shares; 2025Q3: 105,150 shares; 2025Q4: 105,150 shares; 2026Q1: 105,150 shares 105,150 $139K <0.01% 0 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,260 shares; 2024Q4: 28,260 shares; 2025Q1: 28,260 shares; 2025Q2: 20,976 shares; 2025Q3: 20,975 shares; 2025Q4: 20,975 shares; 2026Q1: 20,975 shares 20,975 $139K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,261 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,926 shares 15,926 $138K <0.01% new Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,676 shares; 2024Q4: 20,676 shares; 2025Q1: 20,676 shares; 2025Q2: 23,676 shares; 2025Q3: 23,676 shares; 2025Q4: 23,676 shares; 2026Q1: 24,519 shares 24,519 $132K <0.01% +843 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,725 shares; 2025Q1: 61,725 shares; 2025Q2: 61,075 shares; 2025Q3: 30,075 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $126K <0.01% 0 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,193 shares; 2024Q4: 18,057 shares; 2025Q1: 17,640 shares; 2025Q2: 12,580 shares; 2025Q3: 12,580 shares; 2025Q4: 15,805 shares; 2026Q1: 31,445 shares 31,445 $121K <0.01% +15,640 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,591 shares; 2024Q4: 27,014 shares; 2025Q1: 26,814 shares; 2025Q2: 27,014 shares; 2025Q3: 27,014 shares; 2025Q4: 25,992 shares; 2026Q1: 27,827 shares 27,827 $119K <0.01% +1,835 Timeline NOM NUVEEN MO QUALITY MUN INCOME More: the full row for NUVEEN MO QUALITY MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,645 shares; 2024Q4: 21,645 shares; 2025Q1: 10,645 shares; 2025Q2: 13,745 shares; 2025Q3: 13,745 shares; 2025Q4: 11,245 shares; 2026Q1: 11,245 shares 11,245 $119K <0.01% 0 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 10,650 shares 10,650 $114K <0.01% 0 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 51,500 shares; 2026Q1: 41,500 shares 41,500 $113K <0.01% -10,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,703 shares 10,703 $110K <0.01% new Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,817 shares; 2025Q4: 12,463 shares; 2026Q1: 11,997 shares 11,997 $106K <0.01% -466 Timeline BMNU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,055 shares 60,055 $106K <0.01% new Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,390 shares; 2025Q2: 17,449 shares; 2025Q3: 21,630 shares; 2025Q4: 21,907 shares; 2026Q1: 21,989 shares 21,989 $104K <0.01% +82 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,555 shares; 2024Q4: 12,555 shares; 2025Q1: 12,555 shares; 2025Q2: 16,555 shares; 2025Q3: 16,555 shares; 2025Q4: 18,001 shares; 2026Q1: 16,015 shares 16,015 $98.3K <0.01% -1,986 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,162 shares; 2024Q4: 38,162 shares; 2025Q1: 38,162 shares; 2025Q2: 38,162 shares; 2025Q3: 38,162 shares; 2025Q4: 38,162 shares; 2026Q1: 38,162 shares 38,162 $93.1K <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 12,296 shares; 2025Q1: 11,821 shares; 2025Q2: 11,821 shares; 2025Q3: 11,821 shares; 2025Q4: 11,821 shares; 2026Q1: 13,931 shares 13,931 $92.4K <0.01% +2,110 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,277 shares; 2025Q4: 19,926 shares; 2026Q1: 17,348 shares 17,348 $87.3K <0.01% -2,578 Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,086 shares 13,086 $68.4K <0.01% new Timeline RPAY REPAY HLDGS CORP More: the full row for REPAY HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $65K <0.01% new Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,725 shares; 2024Q4: 13,725 shares; 2025Q1: 13,725 shares; 2025Q2: 13,725 shares; 2025Q3: 13,725 shares; 2025Q4: 13,725 shares; 2026Q1: 13,725 shares 13,725 $61.6K <0.01% 0 Timeline BRNS BARINTHUS BIOTHERAPEUTICS PL More: the full row for BARINTHUS BIOTHERAPEUTICS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,461 shares; 2024Q4: 92,461 shares; 2025Q1: 92,461 shares; 2025Q2: 192,461 shares; 2025Q3: 107,461 shares; 2025Q4: 105,961 shares; 2026Q1: 105,961 shares 105,961 $60.3K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,988 shares; 2024Q4: 63,135 shares; 2025Q1: 63,984 shares; 2025Q2: 64,368 shares; 2025Q3: 67,747 shares; 2025Q4: 67,391 shares; 2026Q1: 10,650 shares 10,650 $43.9K <0.01% -56,741 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,600 shares; 2024Q4: 30,600 shares; 2025Q1: 30,600 shares; 2025Q2: 30,600 shares; 2025Q3: 30,600 shares; 2025Q4: 30,600 shares; 2026Q1: 30,600 shares 30,600 $42.8K <0.01% 0 Timeline OPAL OPAL FUELS INC More: the full row for OPAL FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,249 shares; 2024Q4: 13,249 shares; 2025Q1: 13,249 shares; 2025Q2: 13,249 shares; 2025Q3: 13,249 shares; 2025Q4: 13,249 shares; 2026Q1: 13,249 shares 13,249 $33.4K <0.01% 0 Timeline FLDDW FOLD HLDGS INC More: the full row for FOLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,994 shares; 2024Q4: not reported; 2025Q1: 400,994 shares; 2025Q2: 255,994 shares; 2025Q3: 255,994 shares; 2025Q4: 255,994 shares; 2026Q1: 255,994 shares 255,994 $28.2K <0.01% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,985 shares; 2024Q4: 30,751 shares; 2025Q1: 30,751 shares; 2025Q2: 28,871 shares; 2025Q3: 28,542 shares; 2025Q4: 20,870 shares; 2026Q1: 10,169 shares 10,169 $25.1K <0.01% -10,701 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $17.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,608 shares 20,608 $165 <0.01% new