EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,125 shares; 2024Q4: 8,119 shares; 2025Q1: 8,119 shares; 2025Q2: 8,121 shares; 2025Q3: 8,378 shares; 2025Q4: 8,127 shares; 2026Q1: 8,357 shares 8,357 $612K 0.01% +230 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 6,722 shares; 2025Q1: 6,646 shares; 2025Q2: 6,964 shares; 2025Q3: 7,000 shares; 2025Q4: 6,368 shares; 2026Q1: 6,625 shares 6,625 $611K 0.01% +257 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: 4,347 shares; 2024Q4: 4,325 shares; 2025Q1: 4,376 shares; 2025Q2: 4,202 shares; 2025Q3: 3,987 shares; 2025Q4: 3,615 shares; 2026Q1: 3,512 shares 3,512 $609K 0.01% -103 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,327 shares; 2025Q1: 11,077 shares; 2025Q2: 4,049 shares; 2025Q3: 3,851 shares; 2025Q4: 2,226 shares; 2026Q1: 3,430 shares 3,430 $606K 0.01% +1,204 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 4,114 shares; 2025Q1: 1,697 shares; 2025Q2: 2,180 shares; 2025Q3: 1,431 shares; 2025Q4: 8,990 shares; 2026Q1: 832 shares 832 $606K 0.01% -8,158 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 9,201 shares; 2025Q3: 9,245 shares; 2025Q4: 9,197 shares; 2026Q1: 4,122 shares 4,122 $590K 0.01% -5,075 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,442 shares; 2025Q1: 5,551 shares; 2025Q2: 5,282 shares; 2025Q3: 4,897 shares; 2025Q4: 4,516 shares; 2026Q1: 6,042 shares 6,042 $587K 0.01% +1,526 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,590 shares; 2024Q4: 157,538 shares; 2025Q1: 128,534 shares; 2025Q2: 66,727 shares; 2025Q3: 63,406 shares; 2025Q4: 57,636 shares; 2026Q1: 52,627 shares 52,627 $584K 0.01% -5,009 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,221 shares 6,221 $579K 0.01% new Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,233 shares; 2025Q2: 7,246 shares; 2025Q3: 7,281 shares; 2025Q4: 6,797 shares; 2026Q1: 6,180 shares 6,180 $569K 0.01% -617 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 12,470 shares; 2026Q1: 12,470 shares 12,470 $569K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,915 shares; 2024Q4: 9,915 shares; 2025Q1: 9,915 shares; 2025Q2: 9,915 shares; 2025Q3: 9,915 shares; 2025Q4: 9,915 shares; 2026Q1: 9,915 shares 9,915 $566K 0.01% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,135 shares; 2024Q4: 30,128 shares; 2025Q1: 31,341 shares; 2025Q2: 30,184 shares; 2025Q3: 28,924 shares; 2025Q4: 21,829 shares; 2026Q1: 25,852 shares 25,852 $565K 0.01% +4,023 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,771 shares; 2024Q4: 66,771 shares; 2025Q1: 66,770 shares; 2025Q2: 72,877 shares; 2025Q3: 69,750 shares; 2025Q4: 9,755 shares; 2026Q1: 15,550 shares 15,550 $555K 0.01% +5,795 Timeline VEU 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: 4,950 shares; 2024Q4: 6,283 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 10,080 shares; 2025Q4: 10,721 shares; 2026Q1: 7,380 shares 7,380 $554K 0.01% -3,341 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,806 shares; 2026Q1: 7,806 shares 7,806 $554K 0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 3,139 shares; 2025Q3: 3,153 shares; 2025Q4: 3,136 shares; 2026Q1: 1,633 shares 1,633 $553K 0.01% -1,503 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,308 shares; 2025Q1: 3,928 shares; 2025Q2: 5,538 shares; 2025Q3: 5,538 shares; 2025Q4: 5,513 shares; 2026Q1: 4,786 shares 4,786 $550K 0.01% -727 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,699 shares 9,699 $549K 0.01% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,000 shares; 2025Q1: 25,000 shares; 2025Q2: 22,000 shares; 2025Q3: 17,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $545K 0.01% 0 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 5,978 shares; 2025Q1: 8,878 shares; 2025Q2: 8,248 shares; 2025Q3: 8,285 shares; 2025Q4: 6,220 shares; 2026Q1: 8,163 shares 8,163 $542K 0.01% +1,943 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 6,257 shares; 2025Q1: 6,257 shares; 2025Q2: 6,257 shares; 2025Q3: 6,257 shares; 2025Q4: 6,257 shares; 2026Q1: 7,939 shares 7,939 $541K 0.01% +1,682 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,909 shares; 2024Q4: 23,695 shares; 2025Q1: 30,132 shares; 2025Q2: 32,398 shares; 2025Q3: 32,548 shares; 2025Q4: 31,278 shares; 2026Q1: 13,346 shares 13,346 $539K 0.01% -17,932 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,046 shares; 2024Q4: 174,172 shares; 2025Q1: 34,491 shares; 2025Q2: 23,060 shares; 2025Q3: 16,428 shares; 2025Q4: 13,733 shares; 2026Q1: 12,793 shares 12,793 $533K 0.01% -940 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,901 shares; 2024Q4: 7,928 shares; 2025Q1: 7,928 shares; 2025Q2: 7,871 shares; 2025Q3: 9,136 shares; 2025Q4: 8,948 shares; 2026Q1: 8,808 shares 8,808 $532K 0.01% -140 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 2,945 shares; 2025Q2: 6,491 shares; 2025Q3: 6,501 shares; 2025Q4: 4,912 shares; 2026Q1: 7,023 shares 7,023 $529K 0.01% +2,111 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 34,540 shares; 2025Q3: 34,698 shares; 2025Q4: 34,514 shares; 2026Q1: 24,521 shares 24,521 $525K 0.01% -9,993 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares; 2026Q1: 2,538 shares 2,538 $524K 0.01% +32 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 2,486 shares; 2025Q1: 2,366 shares; 2025Q2: 2,306 shares; 2025Q3: 2,377 shares; 2025Q4: 2,324 shares; 2026Q1: 2,391 shares 2,391 $524K 0.01% +67 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,603 shares; 2024Q4: 25,401 shares; 2025Q1: 19,462 shares; 2025Q2: 18,134 shares; 2025Q3: 18,104 shares; 2025Q4: 18,012 shares; 2026Q1: 22,105 shares 22,105 $523K 0.01% +4,093 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: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: 4,520 shares 4,520 $521K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,808 shares; 2025Q1: 10,783 shares; 2025Q2: 17,790 shares; 2025Q3: 10,926 shares; 2025Q4: 9,217 shares; 2026Q1: 9,252 shares 9,252 $516K 0.01% +35 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,324 shares; 2024Q4: 20,153 shares; 2025Q1: 17,089 shares; 2025Q2: 13,811 shares; 2025Q3: 13,776 shares; 2025Q4: 13,709 shares; 2026Q1: 13,811 shares 13,811 $514K 0.01% +102 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL 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: 21,512 shares; 2025Q3: 21,766 shares; 2025Q4: 21,006 shares; 2026Q1: 21,285 shares 21,285 $508K 0.01% +279 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 4,486 shares; 2025Q1: 4,170 shares; 2025Q2: 4,480 shares; 2025Q3: 3,926 shares; 2025Q4: 2,043 shares; 2026Q1: 3,172 shares 3,172 $502K 0.01% +1,129 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: 6,174 shares; 2025Q4: 6,174 shares; 2026Q1: 5,337 shares 5,337 $502K 0.01% -837 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 1,688 shares; 2025Q3: 2,079 shares; 2025Q4: 1,803 shares; 2026Q1: 3,333 shares 3,333 $500K 0.01% +1,530 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,604 shares; 2025Q2: 16,919 shares; 2025Q3: 10,229 shares; 2025Q4: 6,271 shares; 2026Q1: 5,381 shares 5,381 $497K 0.01% -890 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 6,088 shares; 2025Q1: 4,262 shares; 2025Q2: 5,828 shares; 2025Q3: 5,848 shares; 2025Q4: 4,423 shares; 2026Q1: 6,544 shares 6,544 $496K 0.01% +2,121 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 5,239 shares; 2025Q1: 4,144 shares; 2025Q2: 3,522 shares; 2025Q3: 3,512 shares; 2025Q4: 3,473 shares; 2026Q1: 2,624 shares 2,624 $493K 0.01% -849 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,006 shares; 2024Q4: 12,134 shares; 2025Q1: 14,783 shares; 2025Q2: 11,745 shares; 2025Q3: 11,783 shares; 2025Q4: 9,737 shares; 2026Q1: 13,426 shares 13,426 $487K 0.01% +3,689 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,113 shares; 2024Q4: 8,081 shares; 2025Q1: 8,794 shares; 2025Q2: 7,205 shares; 2025Q3: 7,189 shares; 2025Q4: 7,154 shares; 2026Q1: 5,503 shares 5,503 $485K 0.01% -1,651 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,184 shares; 2024Q4: 24,548 shares; 2025Q1: 22,585 shares; 2025Q2: 21,536 shares; 2025Q3: 21,506 shares; 2025Q4: 21,393 shares; 2026Q1: 19,585 shares 19,585 $485K 0.01% -1,808 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: 14,586 shares; 2024Q4: 26,454 shares; 2025Q1: 26,880 shares; 2025Q2: 31,370 shares; 2025Q3: 31,515 shares; 2025Q4: 30,803 shares; 2026Q1: 29,686 shares 29,686 $484K 0.01% -1,117 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 14,127 shares; 2025Q1: 12,347 shares; 2025Q2: 13,916 shares; 2025Q3: 13,907 shares; 2025Q4: 13,833 shares; 2026Q1: 8,874 shares 8,874 $483K 0.01% -4,959 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 4,934 shares; 2025Q1: 4,569 shares; 2025Q2: 4,444 shares; 2025Q3: 4,227 shares; 2025Q4: 4,060 shares; 2026Q1: 3,536 shares 3,536 $481K 0.01% -524 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 23,437 shares; 2025Q3: 22,519 shares; 2025Q4: 12,208 shares; 2026Q1: 19,361 shares 19,361 $481K 0.01% +7,153 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,373 shares; 2024Q4: 22,441 shares; 2025Q1: 21,999 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,375 shares; 2026Q1: 19,375 shares 19,375 $480K 0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,605 shares; 2025Q1: 3,569 shares; 2025Q2: 3,087 shares; 2025Q3: 3,082 shares; 2025Q4: 3,062 shares; 2026Q1: 2,369 shares 2,369 $477K 0.01% -693 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,464 shares; 2024Q4: 10,307 shares; 2025Q1: 8,096 shares; 2025Q2: 7,285 shares; 2025Q3: 7,305 shares; 2025Q4: 6,959 shares; 2026Q1: 6,568 shares 6,568 $476K 0.01% -391 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,007 shares; 2024Q4: 28,648 shares; 2025Q1: 26,663 shares; 2025Q2: 22,973 shares; 2025Q3: 22,928 shares; 2025Q4: 22,806 shares; 2026Q1: 20,328 shares 20,328 $474K 0.01% -2,478 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,829 shares 1,829 $472K 0.01% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 9,724 shares; 2025Q1: 10,453 shares; 2025Q2: 8,550 shares; 2025Q3: 8,530 shares; 2025Q4: 8,487 shares; 2026Q1: 6,287 shares 6,287 $471K 0.01% -2,200 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,910 shares; 2025Q2: 18,826 shares; 2025Q3: 11,383 shares; 2025Q4: 7,365 shares; 2026Q1: 6,324 shares 6,324 $470K 0.01% -1,041 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,756 shares; 2024Q4: 17,938 shares; 2025Q1: 18,922 shares; 2025Q2: 16,084 shares; 2025Q3: 9,821 shares; 2025Q4: 7,425 shares; 2026Q1: 11,101 shares 11,101 $469K 0.01% +3,676 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,755 shares; 2024Q4: 19,877 shares; 2025Q1: 13,633 shares; 2025Q2: 11,932 shares; 2025Q3: 11,444 shares; 2025Q4: 8,329 shares; 2026Q1: 5,294 shares 5,294 $468K 0.01% -3,035 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,946 shares; 2024Q4: 18,747 shares; 2025Q1: 20,576 shares; 2025Q2: 20,492 shares; 2025Q3: 15,460 shares; 2025Q4: 7,031 shares; 2026Q1: 4,497 shares 4,497 $466K 0.01% -2,534 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 4,777 shares; 2025Q1: 3,529 shares; 2025Q2: 3,184 shares; 2025Q3: 3,177 shares; 2025Q4: 3,162 shares; 2026Q1: 2,992 shares 2,992 $463K 0.01% -170 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 4,420 shares; 2025Q1: 5,996 shares; 2025Q2: 5,632 shares; 2025Q3: 5,622 shares; 2025Q4: 5,591 shares; 2026Q1: 5,093 shares 5,093 $462K 0.01% -498 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,762 shares; 2025Q1: 10,221 shares; 2025Q2: 7,665 shares; 2025Q3: 7,690 shares; 2025Q4: 5,882 shares; 2026Q1: 9,741 shares 9,741 $459K 0.01% +3,859 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 14,112 shares; 2025Q1: 13,957 shares; 2025Q2: 11,447 shares; 2025Q3: 11,419 shares; 2025Q4: 11,362 shares; 2026Q1: 12,241 shares 12,241 $459K 0.01% +879 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: 6,035 shares; 2025Q1: 6,674 shares; 2025Q2: 5,378 shares; 2025Q3: 5,365 shares; 2025Q4: 5,335 shares; 2026Q1: 5,693 shares 5,693 $459K 0.01% +358 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: 147,602 shares; 2024Q4: 130,491 shares; 2025Q1: 41,962 shares; 2025Q2: 29,460 shares; 2025Q3: 27,833 shares; 2025Q4: 21,903 shares; 2026Q1: 24,990 shares 24,990 $458K 0.01% +3,087 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,083 shares; 2024Q4: 9,071 shares; 2025Q1: 9,667 shares; 2025Q2: 9,804 shares; 2025Q3: 9,688 shares; 2025Q4: 10,958 shares; 2026Q1: 9,306 shares 9,306 $456K 0.01% -1,652 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 533 shares; 2025Q1: 531 shares; 2025Q2: 524 shares; 2025Q3: 610 shares; 2025Q4: 529 shares; 2026Q1: 509 shares 509 $456K 0.01% -20 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,936 shares; 2024Q4: 14,412 shares; 2025Q1: 13,552 shares; 2025Q2: 3,995 shares; 2025Q3: 2,288 shares; 2025Q4: 1,543 shares; 2026Q1: 2,101 shares 2,101 $455K 0.01% +558 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,311 shares; 2025Q1: 5,999 shares; 2025Q2: 5,564 shares; 2025Q3: 5,565 shares; 2025Q4: 5,535 shares; 2026Q1: 4,213 shares 4,213 $445K 0.01% -1,322 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 19,014 shares; 2025Q1: 17,236 shares; 2025Q2: 15,229 shares; 2025Q3: 15,307 shares; 2025Q4: 15,054 shares; 2026Q1: 13,988 shares 13,988 $442K 0.01% -1,066 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,611 shares; 2024Q4: 8,681 shares; 2025Q1: 7,283 shares; 2025Q2: 6,285 shares; 2025Q3: 4,431 shares; 2025Q4: 2,498 shares; 2026Q1: 1,819 shares 1,819 $435K 0.01% -679 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 4,152 shares; 2025Q1: 3,020 shares; 2025Q2: 2,742 shares; 2025Q3: 2,738 shares; 2025Q4: 2,725 shares; 2026Q1: 1,435 shares 1,435 $433K 0.01% -1,290 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: 3,441 shares; 2025Q1: 3,305 shares; 2025Q2: 2,908 shares; 2025Q3: 2,904 shares; 2025Q4: 2,884 shares; 2026Q1: 3,082 shares 3,082 $431K 0.01% +198 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,185 shares; 2025Q1: 3,184 shares; 2025Q2: 3,184 shares; 2025Q3: 3,250 shares; 2025Q4: 2,956 shares; 2026Q1: 2,964 shares 2,964 $425K 0.01% +8 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 5,069 shares; 2025Q1: 4,903 shares; 2025Q2: 3,846 shares; 2025Q3: 3,837 shares; 2025Q4: 3,783 shares; 2026Q1: 5,434 shares 5,434 $423K 0.01% +1,651 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,254 shares; 2025Q1: 1,401 shares; 2025Q2: 1,241 shares; 2025Q3: 1,238 shares; 2025Q4: 1,230 shares; 2026Q1: 979 shares 979 $419K 0.01% -251 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 25,549 shares; 2025Q1: 35,145 shares; 2025Q2: 111,139 shares; 2025Q3: 112,957 shares; 2025Q4: 132,758 shares; 2026Q1: 3,800 shares 3,800 $417K 0.01% -128,958 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,821 shares; 2024Q4: 9,520 shares; 2025Q1: 11,424 shares; 2025Q2: 7,732 shares; 2025Q3: 7,704 shares; 2025Q4: 7,666 shares; 2026Q1: 7,831 shares 7,831 $414K 0.01% +165 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,899 shares 2,899 $414K 0.01% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 6,133 shares; 2025Q1: 5,422 shares; 2025Q2: 5,765 shares; 2025Q3: 5,781 shares; 2025Q4: 5,509 shares; 2026Q1: 6,971 shares 6,971 $413K 0.01% +1,462 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 10,764 shares; 2025Q3: 10,822 shares; 2025Q4: 10,766 shares; 2026Q1: 4,774 shares 4,774 $411K 0.01% -5,992 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,446 shares; 2024Q4: 10,530 shares; 2025Q1: 11,457 shares; 2025Q2: 9,911 shares; 2025Q3: 9,891 shares; 2025Q4: 9,843 shares; 2026Q1: 8,128 shares 8,128 $409K 0.01% -1,715 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 4,790 shares; 2025Q1: 3,940 shares; 2025Q2: 4,534 shares; 2025Q3: 4,555 shares; 2025Q4: 3,432 shares; 2026Q1: 5,956 shares 5,956 $399K 0.01% +2,524 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,887 shares; 2024Q4: 4,422 shares; 2025Q1: 3,520 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,618 shares 1,618 $396K 0.01% new Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,314 shares; 2024Q4: 7,776 shares; 2025Q1: 7,636 shares; 2025Q2: 6,689 shares; 2025Q3: 6,674 shares; 2025Q4: 6,649 shares; 2026Q1: 11,477 shares 11,477 $391K 0.01% +4,828 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 3,413 shares; 2025Q3: 3,413 shares; 2025Q4: 3,413 shares; 2026Q1: 3,413 shares 3,413 $390K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,909 shares; 2025Q1: 3,084 shares; 2025Q2: 2,639 shares; 2025Q3: 2,631 shares; 2025Q4: 2,498 shares; 2026Q1: 2,398 shares 2,398 $388K 0.01% -100 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,710 shares; 2024Q4: 15,400 shares; 2025Q1: 13,467 shares; 2025Q2: 14,779 shares; 2025Q3: 14,846 shares; 2025Q4: 14,767 shares; 2026Q1: 13,806 shares 13,806 $387K 0.01% -961 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,423 shares; 2024Q4: 10,339 shares; 2025Q1: 9,669 shares; 2025Q2: 8,505 shares; 2025Q3: 7,791 shares; 2025Q4: 8,414 shares; 2026Q1: 6,576 shares 6,576 $387K 0.01% -1,838 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 4,108 shares; 2025Q1: 4,916 shares; 2025Q2: 4,059 shares; 2025Q3: 4,074 shares; 2025Q4: 3,308 shares; 2026Q1: 4,110 shares 4,110 $385K 0.01% +802 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,632 shares 27,632 $383K 0.01% new 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: 300 shares; 2025Q2: 300 shares; 2025Q3: 301 shares; 2025Q4: 312 shares; 2026Q1: 2,834 shares 2,834 $382K 0.01% +2,522 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,022 shares; 2024Q4: 10,935 shares; 2025Q1: 8,472 shares; 2025Q2: 8,470 shares; 2025Q3: 10,392 shares; 2025Q4: 8,531 shares; 2026Q1: 8,009 shares 8,009 $380K 0.01% -522 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,488 shares; 2024Q4: 24,897 shares; 2025Q1: 24,900 shares; 2025Q2: 24,919 shares; 2025Q3: 23,662 shares; 2025Q4: 21,550 shares; 2026Q1: 22,014 shares 22,014 $380K 0.01% +464 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,396 shares; 2025Q1: 3,526 shares; 2025Q2: 4,031 shares; 2025Q3: 4,049 shares; 2025Q4: 3,316 shares; 2026Q1: 3,089 shares 3,089 $378K 0.01% -227 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 7,851 shares; 2025Q1: 6,110 shares; 2025Q2: 6,299 shares; 2025Q3: 6,293 shares; 2025Q4: 6,267 shares; 2026Q1: 4,206 shares 4,206 $369K 0.01% -2,061 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,618 shares; 2024Q4: 17,818 shares; 2025Q1: 13,018 shares; 2025Q2: 9,650 shares; 2025Q3: 9,540 shares; 2025Q4: 7,435 shares; 2026Q1: 7,435 shares 7,435 $367K 0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,515 shares 16,515 $362K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,160 shares; 2025Q1: 2,145 shares; 2025Q2: 1,717 shares; 2025Q3: 1,683 shares; 2025Q4: 3,308 shares; 2026Q1: 3,308 shares 3,308 $361K 0.01% 0 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,437 shares; 2024Q4: 34,428 shares; 2025Q1: 34,428 shares; 2025Q2: 21,778 shares; 2025Q3: 21,778 shares; 2025Q4: 10,298 shares; 2026Q1: 10,000 shares 10,000 $360K 0.01% -298 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,222 shares; 2025Q1: 9,517 shares; 2025Q2: 9,201 shares; 2025Q3: 9,191 shares; 2025Q4: 9,139 shares; 2026Q1: 23,259 shares 23,259 $359K 0.01% +14,120 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,172 shares; 2025Q1: 9,364 shares; 2025Q2: 10,372 shares; 2025Q3: 10,418 shares; 2025Q4: 7,833 shares; 2026Q1: 14,690 shares 14,690 $358K 0.01% +6,857 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 3,591 shares 3,591 $357K 0.01% new Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 14,017 shares; 2025Q2: 14,017 shares; 2025Q3: 14,017 shares; 2025Q4: 14,017 shares; 2026Q1: 14,017 shares 14,017 $354K 0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 3,955 shares; 2025Q1: 3,229 shares; 2025Q2: 3,214 shares; 2025Q3: 3,002 shares; 2025Q4: 1,758 shares; 2026Q1: 2,612 shares 2,612 $354K 0.01% +854 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 12,073 shares; 2025Q1: 9,899 shares; 2025Q2: 9,809 shares; 2025Q3: 9,800 shares; 2025Q4: 9,747 shares; 2026Q1: 3,167 shares 3,167 $352K 0.01% -6,580 Timeline RIGL RIGEL PHARMACEUTICALS INC More: the full row for RIGEL 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: 12,957 shares 12,957 $350K 0.01% new Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,468 shares 21,468 $350K 0.01% new Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,136 shares; 2024Q4: 28,136 shares; 2025Q1: 28,136 shares; 2025Q2: 28,136 shares; 2025Q3: 28,136 shares; 2025Q4: 28,136 shares; 2026Q1: 28,136 shares 28,136 $347K 0.01% 0 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 16,923 shares; 2025Q1: 15,633 shares; 2025Q2: 15,744 shares; 2025Q3: 15,816 shares; 2025Q4: 15,732 shares; 2026Q1: 10,477 shares 10,477 $346K 0.01% -5,255 Timeline DFUV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,138 shares; 2025Q3: 7,087 shares; 2025Q4: 7,086 shares; 2026Q1: 7,086 shares 7,086 $343K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,582 shares; 2025Q1: 3,582 shares; 2025Q2: 3,400 shares; 2025Q3: 3,368 shares; 2025Q4: 3,327 shares; 2026Q1: 3,077 shares 3,077 $341K 0.01% -250 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,275 shares; 2025Q1: 7,275 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares; 2026Q1: 8,236 shares 8,236 $336K 0.01% +1,185 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: 1,495 shares; 2025Q3: 7,175 shares; 2025Q4: 6,984 shares; 2026Q1: 5,224 shares 5,224 $334K 0.01% -1,760 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 8,624 shares; 2025Q1: 8,589 shares; 2025Q2: 8,154 shares; 2025Q3: 7,957 shares; 2025Q4: 7,633 shares; 2026Q1: 7,278 shares 7,278 $333K 0.01% -355 Timeline GNSS GENASYS INC More: the full row for GENASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,250 shares; 2024Q4: 172,250 shares; 2025Q1: 172,250 shares; 2025Q2: 183,100 shares; 2025Q3: 183,100 shares; 2025Q4: 183,100 shares; 2026Q1: 183,100 shares 183,100 $333K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,606 shares; 2024Q4: 8,098 shares; 2025Q1: 8,099 shares; 2025Q2: 7,354 shares; 2025Q3: 8,450 shares; 2025Q4: 7,240 shares; 2026Q1: 5,885 shares 5,885 $331K 0.01% -1,355 Timeline SPTL 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: 7,511 shares; 2024Q4: 3,661 shares; 2025Q1: 3,996 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,556 shares; 2026Q1: 12,556 shares 12,556 $330K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 14,922 shares; 2025Q2: 14,217 shares; 2025Q3: 13,692 shares; 2025Q4: 12,455 shares; 2026Q1: 2,366 shares 2,366 $330K 0.01% -10,089 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 747 shares; 2025Q4: 847 shares; 2026Q1: 800 shares 800 $326K <0.01% -47 Timeline COWZ 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: 5,390 shares; 2025Q2: 5,212 shares; 2025Q3: 5,212 shares; 2025Q4: 5,212 shares; 2026Q1: 5,212 shares 5,212 $326K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,057 shares; 2025Q1: 1,093 shares; 2025Q2: 1,538 shares; 2025Q3: 1,497 shares; 2025Q4: 999 shares; 2026Q1: 863 shares 863 $310K <0.01% -136 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,962 shares; 2024Q4: 13,709 shares; 2025Q1: 11,390 shares; 2025Q2: 8,535 shares; 2025Q3: 8,510 shares; 2025Q4: 8,467 shares; 2026Q1: 8,210 shares 8,210 $307K <0.01% -257 Timeline RWR 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: 2,099 shares; 2024Q4: 1,959 shares; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: 3,022 shares; 2025Q4: 3,138 shares; 2026Q1: 3,020 shares 3,020 $305K <0.01% -118 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,926 shares; 2024Q4: 7,733 shares; 2025Q1: 9,040 shares; 2025Q2: 7,879 shares; 2025Q3: 7,906 shares; 2025Q4: 6,076 shares; 2026Q1: 6,366 shares 6,366 $302K <0.01% +290 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 7,102 shares; 2025Q1: 6,954 shares; 2025Q2: 6,690 shares; 2025Q3: 7,613 shares; 2025Q4: 6,606 shares; 2026Q1: 6,648 shares 6,648 $301K <0.01% +42 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS 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: 12,660 shares 12,660 $300K <0.01% new Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 9,956 shares; 2025Q1: 9,124 shares; 2025Q2: 10,395 shares; 2025Q3: 10,422 shares; 2025Q4: 10,366 shares; 2026Q1: 8,749 shares 8,749 $297K <0.01% -1,617 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 4,046 shares; 2025Q1: 2,540 shares; 2025Q2: 3,279 shares; 2025Q3: 2,685 shares; 2025Q4: 2,713 shares; 2026Q1: 2,642 shares 2,642 $297K <0.01% -71 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 11,083 shares; 2025Q1: 11,058 shares; 2025Q2: 11,265 shares; 2025Q3: 11,313 shares; 2025Q4: 9,236 shares; 2026Q1: 9,610 shares 9,610 $294K <0.01% +374 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 3,063 shares; 2025Q2: 2,328 shares; 2025Q3: 2,323 shares; 2025Q4: 2,317 shares; 2026Q1: 2,322 shares 2,322 $290K <0.01% +5 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,162 shares; 2025Q1: 2,201 shares; 2025Q2: 2,142 shares; 2025Q3: 930 shares; 2025Q4: 924 shares; 2026Q1: 922 shares 922 $290K <0.01% -2 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,811 shares; 2026Q1: 2,510 shares 2,510 $290K <0.01% -1,301 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 4,032 shares; 2025Q1: 6,319 shares; 2025Q2: 2,613 shares; 2025Q3: 2,600 shares; 2025Q4: 2,166 shares; 2026Q1: 2,193 shares 2,193 $289K <0.01% +27 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 22,514 shares; 2025Q1: 20,921 shares; 2025Q2: 26,745 shares; 2025Q3: 26,866 shares; 2025Q4: 20,428 shares; 2026Q1: 24,993 shares 24,993 $288K <0.01% +4,565 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,906 shares; 2024Q4: 36,823 shares; 2025Q1: 36,208 shares; 2025Q2: 40,818 shares; 2025Q3: 41,024 shares; 2025Q4: 40,805 shares; 2026Q1: 30,615 shares 30,615 $287K <0.01% -10,190 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: not reported; 2025Q1: 4,084 shares; 2025Q2: 4,374 shares; 2025Q3: 4,373 shares; 2025Q4: 4,351 shares; 2026Q1: 3,473 shares 3,473 $281K <0.01% -878 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,283 shares; 2025Q1: 3,283 shares; 2025Q2: 3,404 shares; 2025Q3: 3,283 shares; 2025Q4: 2,683 shares; 2026Q1: 1,883 shares 1,883 $279K <0.01% -800 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 5,722 shares; 2025Q1: 6,107 shares; 2025Q2: 10,856 shares; 2025Q3: 10,871 shares; 2025Q4: 10,148 shares; 2026Q1: 21,389 shares 21,389 $278K <0.01% +11,241 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,249 shares; 2024Q4: 12,314 shares; 2025Q1: 11,664 shares; 2025Q2: 10,245 shares; 2025Q3: 10,228 shares; 2025Q4: 10,179 shares; 2026Q1: 7,588 shares 7,588 $278K <0.01% -2,591 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,663 shares; 2025Q4: 8,193 shares; 2026Q1: 2,980 shares 2,980 $276K <0.01% -5,213 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,193 shares; 2025Q1: 2,281 shares; 2025Q2: 1,819 shares; 2025Q3: 1,812 shares; 2025Q4: 1,803 shares; 2026Q1: 1,787 shares 1,787 $274K <0.01% -16 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 4,960 shares; 2025Q1: 2,006 shares; 2025Q2: 2,000 shares; 2025Q3: 2,003 shares; 2025Q4: 2,019 shares; 2026Q1: 2,125 shares 2,125 $267K <0.01% +106 Timeline SMH 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: 88 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 400 shares; 2025Q3: 498 shares; 2025Q4: 888 shares; 2026Q1: 688 shares 688 $264K <0.01% -200 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 11,070 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 11,070 shares; 2025Q4: 11,362 shares; 2026Q1: 11,070 shares 11,070 $262K <0.01% -292 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 4,464 shares; 2025Q1: 3,469 shares; 2025Q2: 3,453 shares; 2025Q3: 9,160 shares; 2025Q4: 6,814 shares; 2026Q1: 6,830 shares 6,830 $260K <0.01% +16 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,196 shares; 2024Q4: 34,371 shares; 2025Q1: 9,804 shares; 2025Q2: 10,040 shares; 2025Q3: 10,503 shares; 2025Q4: 10,285 shares; 2026Q1: 10,504 shares 10,504 $257K <0.01% +219 Timeline IGF 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: 792 shares; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,760 shares 3,760 $252K <0.01% -40 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: 24 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 1,559 shares; 2025Q3: 1,567 shares; 2025Q4: 1,361 shares; 2026Q1: 1,476 shares 1,476 $250K <0.01% +115 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 862 shares; 2025Q3: 1,812 shares; 2025Q4: 1,529 shares; 2026Q1: 1,524 shares 1,524 $250K <0.01% -5 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 16,553 shares; 2025Q2: 13,623 shares; 2025Q3: 24,711 shares; 2025Q4: 10,109 shares; 2026Q1: 7,861 shares 7,861 $249K <0.01% -2,248 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS 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: 3,455 shares 3,455 $248K <0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,153 shares; 2024Q4: 11,127 shares; 2025Q1: 6,116 shares; 2025Q2: 2,257 shares; 2025Q3: 3,509 shares; 2025Q4: 3,540 shares; 2026Q1: 4,052 shares 4,052 $248K <0.01% +512 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: 5,000 shares; 2024Q4: 4,825 shares; 2025Q1: 4,724 shares; 2025Q2: 4,724 shares; 2025Q3: 4,724 shares; 2025Q4: 4,724 shares; 2026Q1: 4,752 shares 4,752 $246K <0.01% +28 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,914 shares; 2025Q1: 5,900 shares; 2025Q2: 5,902 shares; 2025Q3: 5,909 shares; 2025Q4: 5,912 shares; 2026Q1: 5,904 shares 5,904 $245K <0.01% -8 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,345 shares; 2025Q1: 2,346 shares; 2025Q2: 2,659 shares; 2025Q3: 3,906 shares; 2025Q4: 2,969 shares; 2026Q1: 3,547 shares 3,547 $242K <0.01% +578 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,735 shares; 2024Q4: 63,322 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 5,695 shares; 2026Q1: 6,275 shares 6,275 $241K <0.01% +580 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,241 shares; 2025Q2: 3,091 shares; 2025Q3: 3,091 shares; 2025Q4: 2,241 shares; 2026Q1: 1,741 shares 1,741 $239K <0.01% -500 Timeline IEMG 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: 5,816 shares; 2024Q4: 1,182 shares; 2025Q1: 1,205 shares; 2025Q2: 4,211 shares; 2025Q3: 7,679 shares; 2025Q4: 6,882 shares; 2026Q1: 3,414 shares 3,414 $238K <0.01% -3,468 Timeline QDF 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $237K <0.01% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $237K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,724 shares; 2025Q3: 1,672 shares; 2025Q4: 1,660 shares; 2026Q1: 1,563 shares 1,563 $236K <0.01% -97 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $226K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,395 shares; 2025Q1: 6,443 shares; 2025Q2: 7,073 shares; 2025Q3: 1,831 shares; 2025Q4: 1,857 shares; 2026Q1: 3,191 shares 3,191 $226K <0.01% +1,334 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,695 shares; 2025Q1: 3,155 shares; 2025Q2: 3,423 shares; 2025Q3: 3,828 shares; 2025Q4: 3,347 shares; 2026Q1: 2,892 shares 2,892 $223K <0.01% -455 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,839 shares; 2024Q4: 22,582 shares; 2025Q1: 22,642 shares; 2025Q2: 19,370 shares; 2025Q3: 13,779 shares; 2025Q4: 7,203 shares; 2026Q1: 5,883 shares 5,883 $219K <0.01% -1,320 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,611 shares; 2025Q2: 725 shares; 2025Q3: 582 shares; 2025Q4: 379 shares; 2026Q1: 357 shares 357 $216K <0.01% -22 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,607 shares 2,607 $216K <0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 5,013 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,434 shares 3,434 $211K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,899 shares; 2025Q4: 2,392 shares; 2026Q1: 2,671 shares 2,671 $210K <0.01% +279 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,192 shares; 2024Q4: 15,952 shares; 2025Q1: 5,610 shares; 2025Q2: 6,661 shares; 2025Q3: 7,762 shares; 2025Q4: 5,972 shares; 2026Q1: 5,586 shares 5,586 $210K <0.01% -386 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 7,669 shares; 2025Q1: 6,677 shares; 2025Q2: 6,665 shares; 2025Q3: 6,655 shares; 2025Q4: 5,453 shares; 2026Q1: 6,436 shares 6,436 $209K <0.01% +983 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 13,345 shares; 2025Q1: 13,114 shares; 2025Q2: 13,114 shares; 2025Q3: 13,114 shares; 2025Q4: 11,114 shares; 2026Q1: 6,875 shares 6,875 $208K <0.01% -4,239 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 7,020 shares; 2025Q1: 6,334 shares; 2025Q2: 5,781 shares; 2025Q3: 5,769 shares; 2025Q4: 5,739 shares; 2026Q1: 4,319 shares 4,319 $207K <0.01% -1,420 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675,156 shares; 2024Q4: 595,723 shares; 2025Q1: 631,273 shares; 2025Q2: 17,366 shares; 2025Q3: 15,678 shares; 2025Q4: 13,552 shares; 2026Q1: 5,786 shares 5,786 $203K <0.01% -7,766 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,839 shares; 2024Q4: 7,846 shares; 2025Q1: 7,910 shares; 2025Q2: 7,678 shares; 2025Q3: 2,930 shares; 2025Q4: 2,924 shares; 2026Q1: 2,667 shares 2,667 $201K <0.01% -257 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,053 shares 15,053 $200K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,553 shares; 2025Q3: 1,561 shares; 2025Q4: 1,174 shares; 2026Q1: 2,182 shares 2,182 $198K <0.01% +1,008 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 551 shares 551 $197K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 1,793 shares; 2025Q1: 1,296 shares; 2025Q2: 1,663 shares; 2025Q3: 688 shares; 2025Q4: 323 shares; 2026Q1: 335 shares 335 $197K <0.01% +12 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 7,678 shares; 2025Q3: 8,023 shares; 2025Q4: 6,347 shares; 2026Q1: 7,419 shares 7,419 $197K <0.01% +1,072 Timeline AVLV 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: not reported; 2026Q1: 2,393 shares 2,393 $193K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,118 shares; 2025Q1: 2,118 shares; 2025Q2: 2,118 shares; 2025Q3: 2,518 shares; 2025Q4: 3,914 shares; 2026Q1: 3,914 shares 3,914 $191K <0.01% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,970 shares; 2026Q1: 7,990 shares 7,990 $191K <0.01% -1,980 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,372 shares 1,372 $190K <0.01% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,061 shares; 2024Q4: 4,824 shares; 2025Q1: 1,338 shares; 2025Q2: 590 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 533 shares 533 $187K <0.01% +5 Timeline SR SPIRE INC More: the full row for SPIRE 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: 2,053 shares 2,053 $186K <0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 4,794 shares; 2025Q1: 7,368 shares; 2025Q2: 7,368 shares; 2025Q3: 7,368 shares; 2025Q4: 7,368 shares; 2026Q1: 7,368 shares 7,368 $185K <0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 3,869 shares; 2025Q1: 3,447 shares; 2025Q2: 3,189 shares; 2025Q3: 3,210 shares; 2025Q4: 3,667 shares; 2026Q1: 2,116 shares 2,116 $184K <0.01% -1,551 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,342 shares; 2025Q1: 1,118 shares; 2025Q2: 1,042 shares; 2025Q3: 1,046 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087 $184K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,800 shares; 2024Q4: 23,376 shares; 2025Q1: 23,224 shares; 2025Q2: 9,323 shares; 2025Q3: 920 shares; 2025Q4: 910 shares; 2026Q1: 869 shares 869 $181K <0.01% -41 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 2,650 shares; 2025Q1: 2,385 shares; 2025Q2: 2,297 shares; 2025Q3: 2,310 shares; 2025Q4: 2,300 shares; 2026Q1: 1,402 shares 1,402 $177K <0.01% -898 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 5,241 shares; 2025Q1: 4,818 shares; 2025Q2: 4,126 shares; 2025Q3: 1,656 shares; 2025Q4: 1,662 shares; 2026Q1: 1,564 shares 1,564 $177K <0.01% -98 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,925 shares; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares 4,925 $177K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 2,938 shares; 2025Q2: 2,938 shares; 2025Q3: 2,938 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares 2,938 $173K <0.01% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 5,631 shares; 2025Q1: 4,066 shares; 2025Q2: 4,972 shares; 2025Q3: 4,995 shares; 2025Q4: 4,968 shares; 2026Q1: 2,627 shares 2,627 $173K <0.01% -2,341 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: 4,504 shares; 2024Q4: 3,154 shares; 2025Q1: 2,966 shares; 2025Q2: 3,139 shares; 2025Q3: 3,145 shares; 2025Q4: 3,134 shares; 2026Q1: 2,218 shares 2,218 $171K <0.01% -916 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 3,540 shares; 2025Q2: 1,767 shares; 2025Q3: 1,767 shares; 2025Q4: 3,384 shares; 2026Q1: 3,384 shares 3,384 $169K <0.01% 0 Timeline BUFR 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: 26,300 shares; 2024Q4: 9,950 shares; 2025Q1: 8,950 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $169K <0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,579 shares; 2025Q4: 33,579 shares; 2026Q1: 3,579 shares 3,579 $168K <0.01% -30,000 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 6,034 shares; 2025Q1: 4,585 shares; 2025Q2: 3,839 shares; 2025Q3: 2,279 shares; 2025Q4: 1,333 shares; 2026Q1: 792 shares 792 $166K <0.01% -541 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,257 shares; 2024Q4: 9,281 shares; 2025Q1: 5,122 shares; 2025Q2: 4,859 shares; 2025Q3: 4,851 shares; 2025Q4: 3,496 shares; 2026Q1: 1,363 shares 1,363 $166K <0.01% -2,133 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: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 1,810 shares 1,810 $166K <0.01% -1,000 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,501 shares; 2025Q4: 1,477 shares; 2026Q1: 1,402 shares 1,402 $165K <0.01% -75 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,495 shares; 2024Q4: 22,691 shares; 2025Q1: 23,071 shares; 2025Q2: 2,016 shares; 2025Q3: 2,214 shares; 2025Q4: 2,067 shares; 2026Q1: 2,019 shares 2,019 $162K <0.01% -48 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,264 shares; 2025Q3: 8,264 shares; 2025Q4: 8,264 shares; 2026Q1: 8,264 shares 8,264 $160K <0.01% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 4,818 shares; 2025Q3: 6,340 shares; 2025Q4: 5,223 shares; 2026Q1: 7,411 shares 7,411 $160K <0.01% +2,188 Timeline VOX 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: 899 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871 $157K <0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,133 shares; 2025Q4: 4,854 shares; 2026Q1: 3,133 shares 3,133 $157K <0.01% -1,721 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 741 shares 741 $156K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,709 shares; 2025Q1: 3,387 shares; 2025Q2: 3,101 shares; 2025Q3: 2,851 shares; 2025Q4: 805 shares; 2026Q1: 619 shares 619 $155K <0.01% -186 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 3,372 shares; 2026Q1: 3,372 shares 3,372 $155K <0.01% 0 Timeline MLRG 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: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares; 2026Q1: 1,718 shares 1,718 $154K <0.01% 0 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: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares 1,427 $154K <0.01% 0 Timeline IHF 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: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares; 2026Q1: 3,595 shares 3,595 $150K <0.01% 0 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: 6,991 shares; 2024Q4: 6,991 shares; 2025Q1: not reported; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares; 2025Q4: 3,098 shares; 2026Q1: 4,417 shares 4,417 $150K <0.01% +1,319 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,864 shares; 2024Q4: 27,479 shares; 2025Q1: 31,394 shares; 2025Q2: 29,789 shares; 2025Q3: 24,073 shares; 2025Q4: 8,682 shares; 2026Q1: 6,915 shares 6,915 $150K <0.01% -1,767 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,002 shares; 2025Q4: 1,001 shares; 2026Q1: 1,000 shares 1,000 $147K <0.01% -1 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 935 shares 935 $145K <0.01% +400 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 1,130 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,522 shares; 2025Q4: 1,168 shares; 2026Q1: 1,070 shares 1,070 $145K <0.01% -98 Timeline DFAC 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: 3,728 shares; 2024Q4: 3,728 shares; 2025Q1: 3,728 shares; 2025Q2: 3,728 shares; 2025Q3: 3,728 shares; 2025Q4: 3,728 shares; 2026Q1: 3,728 shares 3,728 $145K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,132 shares; 2025Q1: 3,682 shares; 2025Q2: 3,772 shares; 2025Q3: 4,327 shares; 2025Q4: 2,088 shares; 2026Q1: 736 shares 736 $144K <0.01% -1,352 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY 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: 5,087 shares; 2025Q3: 5,356 shares; 2025Q4: 4,152 shares; 2026Q1: 6,066 shares 6,066 $141K <0.01% +1,914 Timeline IDUB 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: 18,404 shares; 2025Q2: 24,125 shares; 2025Q3: 5,721 shares; 2025Q4: 5,721 shares; 2026Q1: 5,721 shares 5,721 $141K <0.01% 0 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 1,730 shares; 2025Q3: 2,043 shares; 2025Q4: 1,685 shares; 2026Q1: 2,668 shares 2,668 $138K <0.01% +983 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: 950 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 800 shares; 2026Q1: 750 shares 750 $137K <0.01% -50 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,948 shares; 2024Q4: 32,836 shares; 2025Q1: 27,285 shares; 2025Q2: 11,578 shares; 2025Q3: 11,033 shares; 2025Q4: 10,107 shares; 2026Q1: 1,074 shares 1,074 $136K <0.01% -9,033 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: 7 shares; 2024Q4: 6 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 83 shares; 2025Q4: not reported; 2026Q1: 1,008 shares 1,008 $132K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 1,580 shares; 2025Q3: 1,462 shares; 2025Q4: 1,522 shares; 2026Q1: 1,455 shares 1,455 $132K <0.01% -67 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 938 shares; 2025Q4: 956 shares; 2026Q1: 958 shares 958 $131K <0.01% +2 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 4,149 shares; 2025Q1: 4,851 shares; 2025Q2: 4,149 shares; 2025Q3: 4,149 shares; 2025Q4: 4,149 shares; 2026Q1: 4,149 shares 4,149 $128K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 8,768 shares; 2025Q1: 8,422 shares; 2025Q2: 7,989 shares; 2025Q3: 7,894 shares; 2025Q4: 6,986 shares; 2026Q1: 7,268 shares 7,268 $122K <0.01% +282 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,750 shares; 2026Q1: 9,750 shares 9,750 $121K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,783 shares; 2024Q4: 9,767 shares; 2025Q1: 9,584 shares; 2025Q2: 7,801 shares; 2025Q3: 6,400 shares; 2025Q4: 5,465 shares; 2026Q1: 5,374 shares 5,374 $121K <0.01% -91 Timeline SPEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: 2,142 shares; 2026Q1: 2,560 shares 2,560 $120K <0.01% +418 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,601 shares; 2025Q1: 1,476 shares; 2025Q2: 1,544 shares; 2025Q3: 1,759 shares; 2025Q4: 1,213 shares; 2026Q1: 908 shares 908 $120K <0.01% -305 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,596 shares; 2024Q4: 12,996 shares; 2025Q1: 12,996 shares; 2025Q2: 12,496 shares; 2025Q3: 12,496 shares; 2025Q4: 12,496 shares; 2026Q1: 12,639 shares 12,639 $118K <0.01% +143 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $117K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,045 shares; 2025Q1: 2,000 shares; 2025Q2: 1,383 shares; 2025Q3: 1,633 shares; 2025Q4: 1,472 shares; 2026Q1: 1,282 shares 1,282 $117K <0.01% -190 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 883 shares; 2025Q1: 5,883 shares; 2025Q2: 5,883 shares; 2025Q3: 5,883 shares; 2025Q4: 5,883 shares; 2026Q1: 5,883 shares 5,883 $116K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 770 shares 770 $115K <0.01% -1 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,349 shares; 2024Q4: 24,616 shares; 2025Q1: 22,548 shares; 2025Q2: 22,074 shares; 2025Q3: 22,585 shares; 2025Q4: 1,813 shares; 2026Q1: 1,398 shares 1,398 $115K <0.01% -415 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,270 shares; 2026Q1: 7,190 shares 7,190 $114K <0.01% +920 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 381 shares; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 342 shares 342 $113K <0.01% new Timeline XXI TWENTY ONE CAP INC More: the full row for TWENTY ONE CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,190 shares; 2026Q1: 17,580 shares 17,580 $113K <0.01% +6,390 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 3,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 800 shares 800 $112K <0.01% -800 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 6,313 shares; 2025Q1: 6,313 shares; 2025Q2: 6,313 shares; 2025Q3: 6,313 shares; 2025Q4: 6,313 shares; 2026Q1: 6,313 shares 6,313 $111K <0.01% 0 Timeline IYW 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 610 shares 610 $111K <0.01% -18 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,619 shares; 2024Q4: 10,619 shares; 2025Q1: 10,619 shares; 2025Q2: 10,619 shares; 2025Q3: 10,619 shares; 2025Q4: 10,619 shares; 2026Q1: 10,619 shares 10,619 $109K <0.01% 0 Timeline QUAL 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: 783 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 922 shares; 2025Q3: 866 shares; 2025Q4: 776 shares; 2026Q1: 565 shares 565 $108K <0.01% -211 Timeline ACWI 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: 960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 767 shares 767 $106K <0.01% +147 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,395 shares; 2025Q3: 2,378 shares; 2025Q4: 2,672 shares; 2026Q1: 1,483 shares 1,483 $105K <0.01% -1,189 Timeline FAPR 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: 2,342 shares; 2025Q3: 2,342 shares; 2025Q4: 2,342 shares; 2026Q1: 2,342 shares 2,342 $105K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,070 shares; 2026Q1: 5,190 shares 5,190 $103K <0.01% +120 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: 69 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 3,154 shares; 2025Q3: 1,736 shares; 2025Q4: 894 shares; 2026Q1: 679 shares 679 $102K <0.01% -215 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,499 shares; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares 1,349 $101K <0.01% 0 Timeline FOCT 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: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares 2,110 $101K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $99.4K <0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,767 shares; 2026Q1: 5,948 shares 5,948 $98.8K <0.01% -35,819 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 1,198 shares; 2025Q4: 1,040 shares; 2026Q1: 1,172 shares 1,172 $96.6K <0.01% +132 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 1,810 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $94.3K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 1,431 shares; 2025Q1: 2,000 shares; 2025Q2: 1,426 shares; 2025Q3: 2,365 shares; 2025Q4: 1,999 shares; 2026Q1: 3,306 shares 3,306 $90.8K <0.01% +1,307 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: 20 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620 shares 620 $89.2K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,300 shares; 2025Q2: 3,120 shares; 2025Q3: 2,668 shares; 2025Q4: 2,508 shares; 2026Q1: 2,327 shares 2,327 $88.9K <0.01% -181 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,905 shares; 2024Q4: 11,905 shares; 2025Q1: 11,905 shares; 2025Q2: 11,905 shares; 2025Q3: 24,023 shares; 2025Q4: 24,023 shares; 2026Q1: 32,298 shares 32,298 $88.5K <0.01% +8,275 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,704 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,294 shares 1,294 $88.4K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 831 shares; 2025Q2: 760 shares; 2025Q3: not reported; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $87.6K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,955 shares; 2025Q3: 1,963 shares; 2025Q4: 1,548 shares; 2026Q1: 1,455 shares 1,455 $87.6K <0.01% -93 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $87.2K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 12,660 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,912 shares; 2026Q1: 6,912 shares 6,912 $85.2K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,000 shares; 2025Q1: 91,998 shares; 2025Q2: 66,998 shares; 2025Q3: 82,002 shares; 2025Q4: 1,998 shares; 2026Q1: 1,998 shares 1,998 $84.8K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 3,614 shares; 2025Q1: 2,928 shares; 2025Q2: 2,052 shares; 2025Q3: 2,193 shares; 2025Q4: 3,108 shares; 2026Q1: 1,295 shares 1,295 $84.6K <0.01% -1,813 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,379 shares; 2024Q4: 57,229 shares; 2025Q1: 52,392 shares; 2025Q2: 47,651 shares; 2025Q3: 1,396 shares; 2025Q4: 1,346 shares; 2026Q1: 1,162 shares 1,162 $84.1K <0.01% -184 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: 8 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $83.2K <0.01% new Timeline XMMO 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: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares 568 $82.4K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to 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: 2,000 shares 2,000 $82.3K <0.01% new Timeline FSTA 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: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares 1,535 $80.3K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 6,527 shares; 2025Q1: 6,304 shares; 2025Q2: 6,234 shares; 2025Q3: 2,762 shares; 2025Q4: 1,764 shares; 2026Q1: 1,450 shares 1,450 $80.2K <0.01% -314 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $79.8K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,134 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 3,271 shares; 2025Q4: 2,049 shares; 2026Q1: 1,134 shares 1,134 $79.6K <0.01% -915 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,829 shares; 2024Q4: 21,509 shares; 2025Q1: 19,019 shares; 2025Q2: 9,350 shares; 2025Q3: 9,350 shares; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares 4,550 $79K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 508 shares 508 $78.7K <0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares 1,492 $78.4K <0.01% 0 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,295 shares; 2026Q1: 12,295 shares 12,295 $77.3K <0.01% 0 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to 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: 12,831 shares; 2026Q1: 12,831 shares 12,831 $77.1K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 3,970 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $75.7K <0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 389 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares 319 $75.4K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 162 shares 162 $75K <0.01% -653 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN 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: 20,143 shares; 2026Q1: 20,143 shares 20,143 $74.7K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,938 shares; 2024Q4: 121,471 shares; 2025Q1: 10,701 shares; 2025Q2: 15,487 shares; 2025Q3: 8,792 shares; 2025Q4: 8,765 shares; 2026Q1: 6,441 shares 6,441 $74.3K <0.01% -2,324 Timeline DFIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 2,813 shares; 2025Q4: 2,812 shares; 2026Q1: 1,406 shares 1,406 $74.2K <0.01% -1,406 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: not reported; 2026Q1: 3,310 shares 3,310 $73.7K <0.01% new Timeline IGPT 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: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260 $73.2K <0.01% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,471 shares 6,471 $73K <0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 6,534 shares; 2025Q1: 6,534 shares; 2025Q2: 6,534 shares; 2025Q3: 6,534 shares; 2025Q4: 6,534 shares; 2026Q1: 6,534 shares 6,534 $71.7K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 902 shares; 2025Q3: 530 shares; 2025Q4: not reported; 2026Q1: 929 shares 929 $70K <0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 851 shares; 2026Q1: 851 shares 851 $66.9K <0.01% 0 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $66.8K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares; 2025Q4: 1,127 shares; 2026Q1: 798 shares 798 $66K <0.01% -329 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,630 shares; 2024Q4: 23,235 shares; 2025Q1: 8,846 shares; 2025Q2: 8,548 shares; 2025Q3: 4,345 shares; 2025Q4: 1,353 shares; 2026Q1: 1,007 shares 1,007 $65.5K <0.01% -346 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to 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: 6,204 shares 6,204 $65.2K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 577 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $64.8K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 770 shares; 2025Q4: 770 shares; 2026Q1: 780 shares 780 $64.6K <0.01% +10 Timeline EUFN 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: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $64.6K <0.01% 0 Timeline FIW 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $64.5K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 481 shares; 2025Q4: 554 shares; 2026Q1: 542 shares 542 $64.4K <0.01% -12 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 1,738 shares 1,738 $64.3K <0.01% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $63K <0.01% 0 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 shares; 2024Q4: not reported; 2025Q1: 8,666 shares; 2025Q2: 7,130 shares; 2025Q3: 3,921 shares; 2025Q4: 1,853 shares; 2026Q1: 1,490 shares 1,490 $61.7K <0.01% -363 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,796 shares; 2025Q1: 1,696 shares; 2025Q2: 715 shares; 2025Q3: 791 shares; 2025Q4: 805 shares; 2026Q1: 683 shares 683 $61.5K <0.01% -122 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 640 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $59.3K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,014 shares 1,014 $58.4K <0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 735 shares 735 $58.3K <0.01% -2 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 71 shares; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: not reported; 2026Q1: 2,190 shares 2,190 $57.7K <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: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 336 shares 336 $56.8K <0.01% +11 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $55.8K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares 1,163 $54.7K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,742 shares; 2025Q1: 1,487 shares; 2025Q2: 773 shares; 2025Q3: 615 shares; 2025Q4: 864 shares; 2026Q1: 767 shares 767 $54.6K <0.01% -97 Timeline GSLC 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: 1,441 shares; 2024Q4: 46 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $54.4K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 3,379 shares; 2025Q1: 3,379 shares; 2025Q2: 3,379 shares; 2025Q3: 3,518 shares; 2025Q4: 3,636 shares; 2026Q1: 3,453 shares 3,453 $54K <0.01% -183 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,975 shares; 2025Q1: 1,796 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $53.9K <0.01% 0 Timeline IWY 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: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $53.7K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares 28 $53.6K <0.01% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $52.3K <0.01% 0 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 50,102 shares; 2025Q1: 102 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: not reported; 2026Q1: 823 shares 823 $52K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,563 shares; 2024Q4: 15,473 shares; 2025Q1: 379 shares; 2025Q2: 221 shares; 2025Q3: 709 shares; 2025Q4: 787 shares; 2026Q1: 402 shares 402 $50.8K <0.01% -385 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares 450 $50.6K <0.01% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $50.1K <0.01% 0 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $49.8K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,305 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $49.2K <0.01% 0 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to 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: 193 shares 193 $48.6K <0.01% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 400 shares; 2026Q1: 408 shares 408 $47.8K <0.01% +8 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 628 shares; 2025Q1: 610 shares; 2025Q2: 506 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 428 shares 428 $47K <0.01% +19 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares 281 $46.6K <0.01% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,390 shares 1,390 $45.8K <0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 963 shares; 2025Q3: 1,388 shares; 2025Q4: 979 shares; 2026Q1: 1,718 shares 1,718 $45.2K <0.01% +739 Timeline SCHX 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: 588 shares; 2024Q4: 1,764 shares; 2025Q1: 2,172 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares 1,764 $45.2K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 412 shares; 2025Q4: 1,824 shares; 2026Q1: 412 shares 412 $44.9K <0.01% -1,412 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,821 shares; 2025Q2: 4,501 shares; 2025Q3: 1,726 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046 $44.5K <0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $44.3K <0.01% 0 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: 1,781 shares; 2025Q4: 1,781 shares; 2026Q1: 1,781 shares 1,781 $44.2K <0.01% 0 Timeline IGM 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 365 shares 365 $43.3K <0.01% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 2,749 shares; 2025Q4: 1,487 shares; 2026Q1: 1,611 shares 1,611 $42.6K <0.01% +124 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $42.5K <0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 919 shares; 2025Q1: 924 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares 919 $42.2K <0.01% 0 Timeline SPTS 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: 2,030 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,029 shares; 2025Q4: 1,415 shares; 2026Q1: 1,414 shares 1,414 $41.3K <0.01% -1 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,365 shares 1,365 $41.2K <0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $41.1K <0.01% 0 Timeline BIZD 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: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $41K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 487 shares; 2025Q4: 443 shares; 2026Q1: 384 shares 384 $40.6K <0.01% -59 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT 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: 346 shares; 2025Q4: 346 shares; 2026Q1: 344 shares 344 $40.4K <0.01% -2 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $40.2K <0.01% 0 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: 15,789 shares; 2024Q4: 664 shares; 2025Q1: 720 shares; 2025Q2: 726 shares; 2025Q3: 992 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $39.1K <0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784 shares; 2025Q1: 784 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares 784 $39.1K <0.01% 0 Timeline PIO 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $37.3K <0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 373 shares; 2025Q4: 180 shares; 2026Q1: 182 shares 182 $37.2K <0.01% +2 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares 745 $36.8K <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: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 154 shares; 2025Q4: 112 shares; 2026Q1: 261 shares 261 $36.8K <0.01% +149 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,363 shares; 2024Q4: 8,021 shares; 2025Q1: 9,743 shares; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares 1,624 $36.5K <0.01% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $35.6K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $35.6K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 3 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 65 shares 65 $35.4K <0.01% new Timeline SGOV 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: 406 shares; 2025Q4: 381 shares; 2026Q1: 351 shares 351 $35.3K <0.01% -30 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 110 shares 110 $35K <0.01% -55 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares 1,423 $34.9K <0.01% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 692 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 725 shares; 2026Q1: 709 shares 709 $34.9K <0.01% -16 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR 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: 293 shares 293 $34.6K <0.01% new Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $34.5K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,214 shares; 2024Q4: 4,752 shares; 2025Q1: 4,752 shares; 2025Q2: 3,445 shares; 2025Q3: 2,457 shares; 2025Q4: 1,835 shares; 2026Q1: 311 shares 311 $33.9K <0.01% -1,524 Timeline MTRX MATRIX SVC CO More: the full row for MATRIX SVC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,923 shares; 2025Q1: 2,923 shares; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares 2,923 $33.6K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $32.8K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 1,730 shares 1,730 $32.5K <0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares 229 $32.4K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,146 shares; 2024Q4: 8,618 shares; 2025Q1: 8,449 shares; 2025Q2: 8,325 shares; 2025Q3: 7,804 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $31.6K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 265 shares; 2025Q2: 1,062 shares; 2025Q3: 860 shares; 2025Q4: 134 shares; 2026Q1: 193 shares 193 $31.4K <0.01% +59 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: 3,663 shares; 2024Q4: 3,523 shares; 2025Q1: 23,150 shares; 2025Q2: 38,449 shares; 2025Q3: 38,398 shares; 2025Q4: 19,974 shares; 2026Q1: 384 shares 384 $31.2K <0.01% -19,590 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: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $30.7K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,350 shares; 2025Q3: 756 shares; 2025Q4: 443 shares; 2026Q1: 374 shares 374 $30K <0.01% -69 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $30K <0.01% 0 Timeline EWX 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 1,352 shares; 2025Q4: 850 shares; 2026Q1: 450 shares 450 $29.8K <0.01% -400 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: 1,252 shares; 2024Q4: 1,303 shares; 2025Q1: 2,136 shares; 2025Q2: 2,836 shares; 2025Q3: 811 shares; 2025Q4: 656 shares; 2026Q1: 656 shares 656 $28.3K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 63 shares; 2025Q1: 31 shares; 2025Q2: 37 shares; 2025Q3: 105 shares; 2025Q4: 175 shares; 2026Q1: 111 shares 111 $27.7K <0.01% -64 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,136 shares 1,136 $27.6K <0.01% new Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: not reported; 2025Q4: 411 shares; 2026Q1: 219 shares 219 $27.4K <0.01% -192 Timeline FTCS 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: 502 shares; 2024Q4: 502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $27.3K <0.01% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 3,819 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 525 shares 525 $26.3K <0.01% -57 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 799 shares; 2025Q1: 1,228 shares; 2025Q2: 1,166 shares; 2025Q3: 1,259 shares; 2025Q4: 463 shares; 2026Q1: 66 shares 66 $26.2K <0.01% -397 Timeline IBDW 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: 3,250 shares; 2026Q1: 1,200 shares 1,200 $25.1K <0.01% -2,050 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: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 6,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $25.1K <0.01% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,091 shares; 2026Q1: 1,146 shares 1,146 $25.1K <0.01% -1,945 Timeline WCBR 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $24.9K <0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares 1,820 $24.9K <0.01% 0 Timeline BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $24.8K <0.01% new SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: 215 shares 215 $24.1K <0.01% -323 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 400 shares; 2025Q3: 400 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $23.2K <0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares 408 $23.1K <0.01% new Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares 440 $22.9K <0.01% new 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: 20,287 shares; 2024Q4: 20,242 shares; 2025Q1: 21,024 shares; 2025Q2: 2,414 shares; 2025Q3: 1,558 shares; 2025Q4: 1,449 shares; 2026Q1: 1,435 shares 1,435 $22.6K <0.01% -14 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 89 shares; 2025Q1: 88 shares; 2025Q2: not reported; 2025Q3: 878 shares; 2025Q4: not reported; 2026Q1: 767 shares 767 $22.5K <0.01% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $21.7K <0.01% 0 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares 333 $21.6K <0.01% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $21.5K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $21.1K <0.01% new Timeline DGS 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: 775 shares; 2024Q4: 774 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 744 shares; 2026Q1: 350 shares 350 $21K <0.01% -394 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605 $20.8K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 1,406 shares; 2025Q1: 1,386 shares; 2025Q2: 1,227 shares; 2025Q3: 1,126 shares; 2025Q4: 957 shares; 2026Q1: 134 shares 134 $20.5K <0.01% -823 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to 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: 460 shares 460 $20.4K <0.01% new Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES 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: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares 1,131 $20.2K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $20.2K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 125 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 127 shares 127 $20K <0.01% -4 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 264 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 125 shares 125 $19.8K <0.01% -33 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 324 shares 324 $19.1K <0.01% -2 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 330 shares; 2025Q1: 328 shares; 2025Q2: 323 shares; 2025Q3: 329 shares; 2025Q4: 460 shares; 2026Q1: 323 shares 323 $18.9K <0.01% -137 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 86 shares; 2026Q1: 68 shares 68 $18.8K <0.01% -18 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY 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: 889 shares; 2025Q4: 889 shares; 2026Q1: 889 shares 889 $18.6K <0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,520 shares 2,520 $18.4K <0.01% +225 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $18.3K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 5,004 shares; 2025Q1: 5,004 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares 1,785 $18.2K <0.01% 0 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,518 shares 1,518 $18K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 241 shares; 2025Q1: 114,424 shares; 2025Q2: 78,149 shares; 2025Q3: 80,608 shares; 2025Q4: 74,430 shares; 2026Q1: 290 shares 290 $18K <0.01% -74,140 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 1,185 shares 1,185 $17.9K <0.01% new Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,376 shares 2,376 $17.9K <0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares 658 $17.5K <0.01% 0 Timeline IWL 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: 2,330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,045 shares; 2026Q1: 108 shares 108 $17.3K <0.01% -12,937 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 10 shares; 2025Q2: 2 shares; 2025Q3: 9 shares; 2025Q4: 31 shares; 2026Q1: 10 shares 10 $17.3K <0.01% -21 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $17K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $16.7K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 97 shares; 2025Q3: 122 shares; 2025Q4: not reported; 2026Q1: 1,109 shares 1,109 $16.7K <0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 179 shares 179 $16.5K <0.01% +7 Timeline OFRM ONCE UPON A FARM PBC More: the full row for ONCE UPON A FARM PBC Quarterly shares; oldest to 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: 1,000 shares 1,000 $16.4K <0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 534 shares; 2025Q1: 354 shares; 2025Q2: 192 shares; 2025Q3: 159 shares; 2025Q4: 157 shares; 2026Q1: 152 shares 152 $16.2K <0.01% -5 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $16.2K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 78 shares 78 $16.1K <0.01% +22 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,806 shares; 2024Q4: 13,237 shares; 2025Q1: 204 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106 shares 106 $15.9K <0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares; 2026Q1: 92 shares 92 $15.8K <0.01% -264 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $15.3K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,081 shares; 2024Q4: 36,236 shares; 2025Q1: 36,417 shares; 2025Q2: 36,718 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 514 shares 514 $15.3K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $15.1K <0.01% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares; 2026Q1: 450 shares 450 $14.9K <0.01% -853 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 720 shares 720 $14.7K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,131 shares; 2025Q1: 4,748 shares; 2025Q2: 3,762 shares; 2025Q3: 326 shares; 2025Q4: 262 shares; 2026Q1: 113 shares 113 $14.7K <0.01% -149 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares 1,534 $14.3K <0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $14.3K <0.01% 0 Timeline FXI 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: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 393 shares 393 $14.1K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares; 2026Q1: 816 shares 816 $13.9K <0.01% -505 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 168 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 178 shares; 2025Q4: not reported; 2026Q1: 376 shares 376 $13.8K <0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 150 shares 150 $13.8K <0.01% -65 Timeline RXO RXO INC More: the full row for RXO 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: 861 shares 861 $12.6K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 169 shares; 2025Q1: 84 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 71 shares 71 $12.3K <0.01% -5 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $12.2K <0.01% 0 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: 16,288 shares; 2024Q4: 15,406 shares; 2025Q1: 13,766 shares; 2025Q2: 13,471 shares; 2025Q3: 12,976 shares; 2025Q4: 3,435 shares; 2026Q1: 302 shares 302 $12.2K <0.01% -3,133 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $11.9K <0.01% new BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,736 shares; 2024Q4: 17,080 shares; 2025Q1: 15,174 shares; 2025Q2: 21,637 shares; 2025Q3: 156 shares; 2025Q4: not reported; 2026Q1: 175 shares 175 $11.4K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,030 shares; 2026Q1: 230 shares 230 $11.1K <0.01% -24,800 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 173 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 150 shares 150 $10.7K <0.01% +13 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 625 shares; 2025Q1: 1,125 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $10.6K <0.01% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $10.6K <0.01% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $10.3K <0.01% 0 Timeline NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $10.2K <0.01% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS 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: 125 shares 125 $9.86K <0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,792 shares; 2025Q2: 224 shares; 2025Q3: 167 shares; 2025Q4: not reported; 2026Q1: 146 shares 146 $9.79K <0.01% new Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 548 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: not reported; 2026Q1: 219 shares 219 $9.39K <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,024 shares; 2024Q4: 17,016 shares; 2025Q1: 17,376 shares; 2025Q2: 16,652 shares; 2025Q3: 2,931 shares; 2025Q4: not reported; 2026Q1: 524 shares 524 $9.21K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 17,201 shares; 2025Q1: 10,697 shares; 2025Q2: 11,413 shares; 2025Q3: 10,984 shares; 2025Q4: 2,882 shares; 2026Q1: 401 shares 401 $9.1K <0.01% -2,481 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares 500 $8.91K <0.01% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: not reported; 2026Q1: 154 shares 154 $8.4K <0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,963 shares; 2025Q1: 2,476 shares; 2025Q2: 276 shares; 2025Q3: 320 shares; 2025Q4: 377 shares; 2026Q1: 160 shares 160 $8.07K <0.01% -217 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO 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: 253 shares; 2025Q4: not reported; 2026Q1: 239 shares 239 $8.06K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 476 shares; 2025Q4: not reported; 2026Q1: 111 shares 111 $7.69K <0.01% new Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to 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: 500 shares; 2026Q1: 500 shares 500 $7.51K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 595 shares 595 $7.44K <0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 400 shares 400 $7.42K <0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 297 shares; 2026Q1: 110 shares 110 $7.29K <0.01% -187 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 461 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 408 shares; 2025Q4: not reported; 2026Q1: 400 shares 400 $6.89K <0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,273 shares; 2024Q4: 34,016 shares; 2025Q1: 34,928 shares; 2025Q2: 1,639 shares; 2025Q3: 1,575 shares; 2025Q4: 686 shares; 2026Q1: 207 shares 207 $6.87K <0.01% -479 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $6.84K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares; 2025Q4: 601 shares; 2026Q1: 250 shares 250 $6.83K <0.01% -351 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 101 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: 260 shares 260 $6.63K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110 $6.33K <0.01% new Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 119 shares 119 $6.21K <0.01% new Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares 1,041 $6.15K <0.01% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197 shares 197 $6.14K <0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 2,271 shares; 2026Q1: 333 shares 333 $6K <0.01% -1,938 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: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 222 shares; 2025Q4: not reported; 2026Q1: 874 shares 874 $5.79K <0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 12,831 shares; 2025Q1: 14,287 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181 shares 181 $5.75K <0.01% new 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: 668 shares; 2025Q4: 380 shares; 2026Q1: 128 shares 128 $5.32K <0.01% -252 Timeline SCHG 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: 306 shares; 2024Q4: 1,224 shares; 2025Q1: 1,332 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: not reported; 2026Q1: 180 shares 180 $5.24K <0.01% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $5.06K <0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 665 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 362 shares; 2026Q1: 114 shares 114 $4.98K <0.01% -248 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: not reported; 2026Q1: 136 shares 136 $4.78K <0.01% new Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: not reported; 2026Q1: 395 shares 395 $4.17K <0.01% new 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: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 109 shares; 2025Q4: not reported; 2026Q1: 107 shares 107 $4.17K <0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares 195 $4.12K <0.01% new Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to 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: 200 shares 200 $4.02K <0.01% new Timeline TIL INSTIL BIO INC More: the full row for INSTIL BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: not reported; 2026Q1: 454 shares 454 $3.74K <0.01% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,721 shares; 2024Q4: 22,900 shares; 2025Q1: 22,597 shares; 2025Q2: 21,518 shares; 2025Q3: 17,563 shares; 2025Q4: 11,915 shares; 2026Q1: 198 shares 198 $3.74K <0.01% -11,717 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,312 shares; 2026Q1: 377 shares 377 $3.44K <0.01% -935 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 372 shares; 2025Q1: 1,114 shares; 2025Q2: 24 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 118 shares 118 $3.43K <0.01% -561 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES 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: 112 shares 112 $3.29K <0.01% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107 shares 107 $3.26K <0.01% new 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: 1,404 shares; 2024Q4: 805 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 450 shares 450 $3.13K <0.01% new Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 116 shares 116 $2.94K <0.01% -364 Timeline