SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 18,575 shares; 2025Q3: 18,575 shares; 2025Q4: 24,101 shares; 2026Q1: 22,858 shares 22,858 $613K <0.01% -1,243 Timeline GMF 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: 4,474 shares; 2024Q4: 4,474 shares; 2025Q1: 4,474 shares; 2025Q2: 4,474 shares; 2025Q3: 4,474 shares; 2025Q4: 4,474 shares; 2026Q1: 4,474 shares 4,474 $609K <0.01% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,734 shares; 2024Q4: 77,734 shares; 2025Q1: 77,734 shares; 2025Q2: 80,734 shares; 2025Q3: 80,734 shares; 2025Q4: 80,734 shares; 2026Q1: 77,280 shares 77,280 $607K <0.01% -3,454 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,636 shares; 2025Q2: 103,636 shares; 2025Q3: 93,656 shares; 2025Q4: 90,656 shares; 2026Q1: 90,656 shares 90,656 $606K <0.01% 0 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,931 shares; 2024Q4: 48,894 shares; 2025Q1: 49,161 shares; 2025Q2: 55,110 shares; 2025Q3: 55,110 shares; 2025Q4: 55,110 shares; 2026Q1: 61,098 shares 61,098 $604K <0.01% +5,988 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,142 shares; 2024Q4: 36,972 shares; 2025Q1: 37,326 shares; 2025Q2: 26,216 shares; 2025Q3: 26,198 shares; 2025Q4: 13,392 shares; 2026Q1: 13,392 shares 13,392 $601K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA 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: 11,504 shares; 2025Q4: 13,398 shares; 2026Q1: 14,125 shares 14,125 $599K <0.01% +727 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,341 shares; 2024Q4: 12,048 shares; 2025Q1: 9,768 shares; 2025Q2: 10,252 shares; 2025Q3: 10,720 shares; 2025Q4: 10,793 shares; 2026Q1: 12,894 shares 12,894 $599K <0.01% +2,101 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,302 shares; 2025Q1: 29,907 shares; 2025Q2: 27,643 shares; 2025Q3: 25,537 shares; 2025Q4: 29,773 shares; 2026Q1: 27,467 shares 27,467 $595K <0.01% -2,306 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,379 shares; 2025Q4: 6,379 shares; 2026Q1: 4,769 shares 4,769 $594K <0.01% -1,610 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 5,105 shares; 2025Q1: 4,665 shares; 2025Q2: 4,150 shares; 2025Q3: 4,050 shares; 2025Q4: 3,580 shares; 2026Q1: 3,417 shares 3,417 $594K <0.01% -163 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: 45,682 shares; 2024Q4: 48,928 shares; 2025Q1: 44,578 shares; 2025Q2: 42,085 shares; 2025Q3: 73,449 shares; 2025Q4: 62,999 shares; 2026Q1: 50,801 shares 50,801 $586K <0.01% -12,198 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,163 shares; 2024Q4: 111,165 shares; 2025Q1: 118,560 shares; 2025Q2: 115,631 shares; 2025Q3: 115,611 shares; 2025Q4: 111,932 shares; 2026Q1: 111,932 shares 111,932 $581K <0.01% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 15,492 shares 15,492 $580K <0.01% new Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 2,029 shares 2,029 $573K <0.01% new 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: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 7,600 shares 7,600 $573K <0.01% -1,500 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,816 shares; 2025Q1: 8,820 shares; 2025Q2: 8,825 shares; 2025Q3: 8,332 shares; 2025Q4: 8,335 shares; 2026Q1: 7,789 shares 7,789 $570K <0.01% -546 Timeline QGRO 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: 4,660 shares; 2025Q2: 5,160 shares; 2025Q3: 5,322 shares; 2025Q4: 5,393 shares; 2026Q1: 5,393 shares 5,393 $566K <0.01% 0 Timeline BPRN PRINCETON BANCORP INC More: the full row for PRINCETON BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 16,750 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares; 2026Q1: 16,750 shares 16,750 $566K <0.01% 0 Timeline ANRO ALTO NEUROSCIENCE INC More: the full row for ALTO NEUROSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $562K <0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,302 shares; 2025Q2: 12,602 shares; 2025Q3: 12,603 shares; 2025Q4: 12,102 shares; 2026Q1: 12,102 shares 12,102 $562K <0.01% 0 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,018 shares; 2025Q4: 18,018 shares; 2026Q1: 18,018 shares 18,018 $559K <0.01% 0 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,480 shares; 2025Q2: 10,480 shares; 2025Q3: 10,732 shares; 2025Q4: 10,858 shares; 2026Q1: 10,858 shares 10,858 $557K <0.01% 0 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: 3,975 shares; 2024Q4: 4,021 shares; 2025Q1: 4,026 shares; 2025Q2: 4,212 shares; 2025Q3: 4,140 shares; 2025Q4: 4,064 shares; 2026Q1: 4,071 shares 4,071 $556K <0.01% +7 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,528 shares; 2024Q4: 40,385 shares; 2025Q1: 31,104 shares; 2025Q2: 4,078 shares; 2025Q3: 3,748 shares; 2025Q4: 2,863 shares; 2026Q1: 2,706 shares 2,706 $555K <0.01% -157 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,683 shares; 2025Q1: 4,732 shares; 2025Q2: 6,062 shares; 2025Q3: 6,056 shares; 2025Q4: 6,161 shares; 2026Q1: 5,711 shares 5,711 $551K <0.01% -450 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: 10,364 shares; 2024Q4: 10,318 shares; 2025Q1: 10,547 shares; 2025Q2: 9,762 shares; 2025Q3: 6,382 shares; 2025Q4: 4,289 shares; 2026Q1: 4,045 shares 4,045 $550K <0.01% -244 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 12,786 shares; 2025Q1: 12,906 shares; 2025Q2: 17,321 shares; 2025Q3: 15,111 shares; 2025Q4: 14,820 shares; 2026Q1: 15,487 shares 15,487 $550K <0.01% +667 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: 2,565 shares; 2024Q4: 2,572 shares; 2025Q1: 2,392 shares; 2025Q2: 2,274 shares; 2025Q3: 2,126 shares; 2025Q4: 2,102 shares; 2026Q1: 2,195 shares 2,195 $550K <0.01% +93 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 15,954 shares; 2025Q1: 15,427 shares; 2025Q2: 9,340 shares; 2025Q3: 13,883 shares; 2025Q4: 7,198 shares; 2026Q1: 7,552 shares 7,552 $549K <0.01% +354 Timeline SCHE 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: 21,257 shares; 2024Q4: 21,257 shares; 2025Q1: 22,680 shares; 2025Q2: 23,038 shares; 2025Q3: 23,038 shares; 2025Q4: 17,152 shares; 2026Q1: 16,626 shares 16,626 $548K <0.01% -526 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: 26,254 shares; 2024Q4: 20,939 shares; 2025Q1: 20,072 shares; 2025Q2: 25,165 shares; 2025Q3: 24,055 shares; 2025Q4: 17,495 shares; 2026Q1: 14,638 shares 14,638 $545K <0.01% -2,857 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,644 shares; 2025Q1: 654 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 986 shares; 2026Q1: 1,000 shares 1,000 $543K <0.01% +14 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,944 shares; 2024Q4: 32,244 shares; 2025Q1: 31,300 shares; 2025Q2: 32,523 shares; 2025Q3: 31,523 shares; 2025Q4: 34,340 shares; 2026Q1: 36,124 shares 36,124 $543K <0.01% +1,784 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 6,611 shares; 2025Q1: 6,965 shares; 2025Q2: 6,683 shares; 2025Q3: 6,366 shares; 2025Q4: 6,374 shares; 2026Q1: 6,204 shares 6,204 $539K <0.01% -170 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,408 shares; 2025Q4: 11,710 shares; 2026Q1: 11,533 shares 11,533 $533K <0.01% -177 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,468 shares; 2026Q1: 5,798 shares 5,798 $531K <0.01% -670 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,054 shares 11,054 $531K <0.01% new Timeline DYNF 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: 6,019 shares; 2025Q1: 8,727 shares; 2025Q2: 8,874 shares; 2025Q3: 9,186 shares; 2025Q4: 9,186 shares; 2026Q1: 9,105 shares 9,105 $530K <0.01% -81 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,290 shares; 2024Q4: 23,481 shares; 2025Q1: 31,068 shares; 2025Q2: 31,068 shares; 2025Q3: 31,068 shares; 2025Q4: 30,778 shares; 2026Q1: 31,143 shares 31,143 $529K <0.01% +365 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: 11,473 shares; 2024Q4: 12,443 shares; 2025Q1: 12,029 shares; 2025Q2: 12,702 shares; 2025Q3: 10,962 shares; 2025Q4: 8,313 shares; 2026Q1: 6,062 shares 6,062 $526K <0.01% -2,251 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: not reported; 2024Q4: not reported; 2025Q1: 12,369 shares; 2025Q2: 11,855 shares; 2025Q3: 11,919 shares; 2025Q4: 11,979 shares; 2026Q1: 12,033 shares 12,033 $525K <0.01% +54 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,938 shares; 2025Q1: 30,938 shares; 2025Q2: 30,938 shares; 2025Q3: 30,939 shares; 2025Q4: 30,939 shares; 2026Q1: 31,689 shares 31,689 $523K <0.01% +750 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to 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: 39,500 shares 39,500 $520K <0.01% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571 shares; 2026Q1: 608 shares 608 $516K <0.01% +37 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,238 shares; 2025Q1: 5,763 shares; 2025Q2: 5,763 shares; 2025Q3: 5,699 shares; 2025Q4: 5,449 shares; 2026Q1: 5,039 shares 5,039 $515K <0.01% -410 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: 32,105 shares; 2024Q4: 31,754 shares; 2025Q1: 32,526 shares; 2025Q2: 31,505 shares; 2025Q3: 31,499 shares; 2025Q4: 24,274 shares; 2026Q1: 33,915 shares 33,915 $510K <0.01% +9,641 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 4,006 shares; 2026Q1: 7,350 shares 7,350 $509K <0.01% +3,344 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: 3,756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,012 shares 6,012 $509K <0.01% new 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: 7,627 shares; 2024Q4: 7,018 shares; 2025Q1: 6,974 shares; 2025Q2: 7,060 shares; 2025Q3: 6,590 shares; 2025Q4: 6,107 shares; 2026Q1: 6,148 shares 6,148 $509K <0.01% +41 Timeline XMHQ 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: 2,580 shares; 2024Q4: 9,936 shares; 2025Q1: 10,140 shares; 2025Q2: 10,140 shares; 2025Q3: 11,040 shares; 2025Q4: 10,080 shares; 2026Q1: 4,914 shares 4,914 $508K <0.01% -5,166 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: 10,491 shares; 2024Q4: 10,363 shares; 2025Q1: 10,363 shares; 2025Q2: 10,776 shares; 2025Q3: 10,444 shares; 2025Q4: 10,444 shares; 2026Q1: 7,593 shares 7,593 $508K <0.01% -2,851 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,946 shares; 2025Q1: 2,111 shares; 2025Q2: 1,897 shares; 2025Q3: 1,997 shares; 2025Q4: 1,913 shares; 2026Q1: 1,613 shares 1,613 $504K <0.01% -300 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 2,981 shares; 2025Q1: 3,956 shares; 2025Q2: 3,636 shares; 2025Q3: 3,716 shares; 2025Q4: 3,659 shares; 2026Q1: 5,901 shares 5,901 $501K <0.01% +2,242 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: 13,492 shares 13,492 $499K <0.01% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,378 shares; 2025Q1: 9,748 shares; 2025Q2: 9,750 shares; 2025Q3: 10,106 shares; 2025Q4: 10,108 shares; 2026Q1: 10,110 shares 10,110 $499K <0.01% +2 Timeline GUNR 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: not reported; 2025Q4: not reported; 2026Q1: 9,035 shares 9,035 $498K <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,354 shares; 2025Q1: 4,351 shares; 2025Q2: 4,431 shares; 2025Q3: 4,440 shares; 2025Q4: 4,381 shares; 2026Q1: 3,798 shares 3,798 $498K <0.01% -583 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,419 shares; 2025Q1: 1,443 shares; 2025Q2: 1,499 shares; 2025Q3: 1,502 shares; 2025Q4: 1,515 shares; 2026Q1: 1,769 shares 1,769 $497K <0.01% +254 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 24,615 shares; 2025Q1: 14,180 shares; 2025Q2: 11,776 shares; 2025Q3: 12,281 shares; 2025Q4: 19,872 shares; 2026Q1: 10,958 shares 10,958 $496K <0.01% -8,914 Timeline TTGT TECHTARGET INC More: the full row for TECHTARGET 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: 127,684 shares; 2025Q4: 127,626 shares; 2026Q1: 127,626 shares 127,626 $495K <0.01% 0 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: 4,034 shares; 2024Q4: 7,978 shares; 2025Q1: not reported; 2025Q2: 10,277 shares; 2025Q3: 10,363 shares; 2025Q4: 17,032 shares; 2026Q1: 16,947 shares 16,947 $493K <0.01% -85 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 15,589 shares; 2025Q1: 13,921 shares; 2025Q2: 13,344 shares; 2025Q3: 13,309 shares; 2025Q4: 14,287 shares; 2026Q1: 12,678 shares 12,678 $492K <0.01% -1,609 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,630 shares; 2024Q4: 19,443 shares; 2025Q1: 18,998 shares; 2025Q2: 30,813 shares; 2025Q3: 30,813 shares; 2025Q4: 30,765 shares; 2026Q1: 30,765 shares 30,765 $489K <0.01% 0 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630,265 shares; 2024Q4: 1,416,322 shares; 2025Q1: 1,402,458 shares; 2025Q2: 1,010,758 shares; 2025Q3: 599,727 shares; 2025Q4: 61,336 shares; 2026Q1: 16,082 shares 16,082 $488K <0.01% -45,254 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,820 shares; 2024Q4: 31,953 shares; 2025Q1: 31,819 shares; 2025Q2: 45,358 shares; 2025Q3: 45,360 shares; 2025Q4: 45,295 shares; 2026Q1: 45,275 shares 45,275 $486K <0.01% -20 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,601 shares; 2025Q4: 5,985 shares; 2026Q1: 6,879 shares 6,879 $485K <0.01% +894 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,392 shares; 2025Q2: 9,392 shares; 2025Q3: 9,740 shares; 2025Q4: 9,740 shares; 2026Q1: 9,740 shares 9,740 $484K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,078 shares; 2025Q1: not reported; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 6,010 shares 6,010 $481K <0.01% +3,850 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,905 shares; 2025Q1: 12,943 shares; 2025Q2: 12,936 shares; 2025Q3: 14,187 shares; 2025Q4: 7,701 shares; 2026Q1: 8,426 shares 8,426 $480K <0.01% +725 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,567 shares; 2025Q1: 10,733 shares; 2025Q2: 10,360 shares; 2025Q3: 9,643 shares; 2025Q4: 8,285 shares; 2026Q1: 8,113 shares 8,113 $480K <0.01% -172 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 3,931 shares 3,931 $474K <0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,133 shares; 2025Q2: 7,227 shares; 2025Q3: 7,227 shares; 2025Q4: 7,227 shares; 2026Q1: 9,661 shares 9,661 $473K <0.01% +2,434 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: 13,836 shares; 2024Q4: 15,266 shares; 2025Q1: 15,266 shares; 2025Q2: 12,121 shares; 2025Q3: 6,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $472K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 2,675 shares; 2025Q1: 2,704 shares; 2025Q2: 3,364 shares; 2025Q3: 2,816 shares; 2025Q4: 2,459 shares; 2026Q1: 2,183 shares 2,183 $471K <0.01% -276 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,761 shares; 2025Q1: 2,547 shares; 2025Q2: 2,871 shares; 2025Q3: 2,934 shares; 2025Q4: 3,093 shares; 2026Q1: 3,210 shares 3,210 $469K <0.01% +117 Timeline QGRW 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: 8,526 shares; 2024Q4: 8,526 shares; 2025Q1: 8,526 shares; 2025Q2: 8,442 shares; 2025Q3: 8,766 shares; 2025Q4: 8,766 shares; 2026Q1: 8,766 shares 8,766 $468K <0.01% 0 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: 2,021 shares; 2024Q4: 5,508 shares; 2025Q1: 4,061 shares; 2025Q2: 4,254 shares; 2025Q3: 4,318 shares; 2025Q4: 4,594 shares; 2026Q1: 4,162 shares 4,162 $468K <0.01% -432 Timeline GARP 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: 7,292 shares 7,292 $466K <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,047 shares; 2024Q4: 22,628 shares; 2025Q1: 15,002 shares; 2025Q2: 11,950 shares; 2025Q3: 9,236 shares; 2025Q4: 8,394 shares; 2026Q1: 6,473 shares 6,473 $465K <0.01% -1,921 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: 4,502 shares; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 4,502 shares; 2025Q3: 4,502 shares; 2025Q4: 4,502 shares; 2026Q1: 4,502 shares 4,502 $464K <0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,022 shares; 2025Q1: 16,320 shares; 2025Q2: 16,320 shares; 2025Q3: 16,320 shares; 2025Q4: 16,320 shares; 2026Q1: 16,020 shares 16,020 $464K <0.01% -300 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: 13,728 shares; 2024Q4: 13,641 shares; 2025Q1: 10,789 shares; 2025Q2: 9,778 shares; 2025Q3: 9,778 shares; 2025Q4: 9,695 shares; 2026Q1: 9,446 shares 9,446 $461K <0.01% -249 Timeline DFAU 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: not reported; 2026Q1: 10,126 shares 10,126 $457K <0.01% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,158 shares; 2026Q1: 8,318 shares 8,318 $455K <0.01% +2,160 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,616 shares; 2024Q4: 8,591 shares; 2025Q1: 8,574 shares; 2025Q2: 8,659 shares; 2025Q3: 8,598 shares; 2025Q4: 8,513 shares; 2026Q1: 6,412 shares 6,412 $454K <0.01% -2,101 Timeline DFAT 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: 4,471 shares; 2024Q4: 4,471 shares; 2025Q1: 12,902 shares; 2025Q2: 12,902 shares; 2025Q3: 8,431 shares; 2025Q4: 8,431 shares; 2026Q1: 7,271 shares 7,271 $454K <0.01% -1,160 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,642 shares; 2024Q4: 38,643 shares; 2025Q1: 38,628 shares; 2025Q2: 38,680 shares; 2025Q3: 28,680 shares; 2025Q4: 17,671 shares; 2026Q1: 17,657 shares 17,657 $453K <0.01% -14 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,687 shares; 2026Q1: 9,421 shares 9,421 $452K <0.01% -266 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $450K <0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,046 shares; 2025Q1: 5,692 shares; 2025Q2: 6,445 shares; 2025Q3: 5,685 shares; 2025Q4: 5,735 shares; 2026Q1: 6,129 shares 6,129 $448K <0.01% +394 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,663 shares; 2025Q1: 12,609 shares; 2025Q2: 12,145 shares; 2025Q3: 12,593 shares; 2025Q4: 10,727 shares; 2026Q1: 10,591 shares 10,591 $447K <0.01% -136 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: 3,253 shares; 2025Q2: 3,216 shares; 2025Q3: 3,136 shares; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares 2,694 $446K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,045 shares 5,045 $438K <0.01% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,512 shares; 2025Q3: 6,083 shares; 2025Q4: 6,111 shares; 2026Q1: 6,356 shares 6,356 $438K <0.01% +245 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares; 2026Q1: 2,273 shares 2,273 $436K <0.01% +67 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT 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: 10,478 shares 10,478 $436K <0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,174 shares; 2025Q1: 6,743 shares; 2025Q2: 6,743 shares; 2025Q3: 4,850 shares; 2025Q4: 4,955 shares; 2026Q1: 4,107 shares 4,107 $435K <0.01% -848 Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $433K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,052 shares; 2024Q4: 17,070 shares; 2025Q1: 13,041 shares; 2025Q2: 8,791 shares; 2025Q3: 11,837 shares; 2025Q4: 8,375 shares; 2026Q1: 8,572 shares 8,572 $431K <0.01% +197 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 8,332 shares; 2025Q1: 8,332 shares; 2025Q2: 8,450 shares; 2025Q3: 8,449 shares; 2025Q4: 16,230 shares; 2026Q1: 8,722 shares 8,722 $431K <0.01% -7,508 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 5,019 shares; 2025Q1: 2,209 shares; 2025Q2: 2,218 shares; 2025Q3: 2,313 shares; 2025Q4: 1,973 shares; 2026Q1: 1,521 shares 1,521 $429K <0.01% -452 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,211 shares; 2024Q4: 17,163 shares; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 2,978 shares; 2025Q4: 2,964 shares; 2026Q1: 2,994 shares 2,994 $429K <0.01% +30 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,320 shares; 2025Q1: 1,297 shares; 2025Q2: 1,527 shares; 2025Q3: 1,246 shares; 2025Q4: 1,035 shares; 2026Q1: 2,082 shares 2,082 $429K <0.01% +1,047 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,608 shares; 2025Q1: 7,795 shares; 2025Q2: 7,599 shares; 2025Q3: 7,591 shares; 2025Q4: 6,139 shares; 2026Q1: 5,495 shares 5,495 $429K <0.01% -644 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,645 shares; 2024Q4: 14,603 shares; 2025Q1: 14,608 shares; 2025Q2: 24,801 shares; 2025Q3: 25,778 shares; 2025Q4: 25,778 shares; 2026Q1: 25,778 shares 25,778 $428K <0.01% 0 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: 10,191 shares; 2024Q4: 10,503 shares; 2025Q1: 10,459 shares; 2025Q2: 9,266 shares; 2025Q3: 8,657 shares; 2025Q4: 4,435 shares; 2026Q1: 4,399 shares 4,399 $427K <0.01% -36 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: not reported; 2024Q4: 11,967 shares; 2025Q1: 11,347 shares; 2025Q2: 10,572 shares; 2025Q3: 7,427 shares; 2025Q4: 6,069 shares; 2026Q1: 5,885 shares 5,885 $426K <0.01% -184 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: 6,675 shares; 2024Q4: 3,930 shares; 2025Q1: 3,776 shares; 2025Q2: 3,779 shares; 2025Q3: 3,846 shares; 2025Q4: 3,511 shares; 2026Q1: 3,573 shares 3,573 $424K <0.01% +62 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,367 shares; 2024Q4: 4,360 shares; 2025Q1: 4,002 shares; 2025Q2: 7,602 shares; 2025Q3: 7,602 shares; 2025Q4: 8,087 shares; 2026Q1: 8,352 shares 8,352 $423K <0.01% +265 Timeline SGRT 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: not reported; 2026Q1: 15,778 shares 15,778 $421K <0.01% new Timeline EHAB ENHABIT INC More: the full row for ENHABIT 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: 29,776 shares; 2025Q3: 37,702 shares; 2025Q4: 29,776 shares; 2026Q1: 29,876 shares 29,876 $421K <0.01% +100 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,604 shares; 2025Q2: 5,581 shares; 2025Q3: 3,861 shares; 2025Q4: 3,879 shares; 2026Q1: 3,818 shares 3,818 $418K <0.01% -61 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,741 shares; 2025Q4: 11,914 shares; 2026Q1: 12,441 shares 12,441 $417K <0.01% +527 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,477 shares 15,477 $416K <0.01% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 3,226 shares; 2026Q1: 3,224 shares 3,224 $414K <0.01% -2 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: 4,539 shares; 2026Q1: 8,114 shares 8,114 $412K <0.01% +3,575 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,518 shares; 2025Q3: 19,516 shares; 2025Q4: 19,491 shares; 2026Q1: 19,331 shares 19,331 $412K <0.01% -160 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,939 shares; 2025Q1: 2,668 shares; 2025Q2: 2,591 shares; 2025Q3: 2,592 shares; 2025Q4: 2,295 shares; 2026Q1: 2,378 shares 2,378 $412K <0.01% +83 Timeline BBEU 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: 5,681 shares; 2025Q4: 5,698 shares; 2026Q1: 5,681 shares 5,681 $411K <0.01% -17 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 13,600 shares; 2025Q1: 13,600 shares; 2025Q2: 13,804 shares; 2025Q3: 10,204 shares; 2025Q4: 10,000 shares; 2026Q1: 9,000 shares 9,000 $411K <0.01% -1,000 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: not reported; 2025Q3: 793 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $410K <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: 8,804 shares; 2024Q4: 15,725 shares; 2025Q1: 5,733 shares; 2025Q2: 8,469 shares; 2025Q3: 8,824 shares; 2025Q4: 6,664 shares; 2026Q1: 5,111 shares 5,111 $409K <0.01% -1,553 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,331 shares 1,331 $405K <0.01% +312 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,782 shares; 2024Q4: 10,782 shares; 2025Q1: 11,782 shares; 2025Q2: 11,866 shares; 2025Q3: 10,866 shares; 2025Q4: 10,856 shares; 2026Q1: 9,039 shares 9,039 $402K <0.01% -1,817 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,006 shares; 2025Q1: 13,477 shares; 2025Q2: 14,098 shares; 2025Q3: 10,185 shares; 2025Q4: 12,849 shares; 2026Q1: 10,185 shares 10,185 $402K <0.01% -2,664 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,146 shares 3,146 $400K <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: 7,784 shares; 2024Q4: 7,797 shares; 2025Q1: 8,637 shares; 2025Q2: 7,920 shares; 2025Q3: 7,918 shares; 2025Q4: 10,944 shares; 2026Q1: 6,020 shares 6,020 $399K <0.01% -4,924 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,343 shares; 2026Q1: 1,463 shares 1,463 $396K <0.01% +120 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 8,585 shares; 2025Q1: 4,988 shares; 2025Q2: 6,857 shares; 2025Q3: 6,939 shares; 2025Q4: 6,939 shares; 2026Q1: 7,939 shares 7,939 $395K <0.01% +1,000 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,948 shares 3,948 $394K <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: 16,767 shares; 2024Q4: 16,832 shares; 2025Q1: 16,815 shares; 2025Q2: 16,741 shares; 2025Q3: 15,659 shares; 2025Q4: 18,674 shares; 2026Q1: 10,036 shares 10,036 $391K <0.01% -8,638 Timeline VLU 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: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares 1,811 $389K <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: 3,262 shares; 2024Q4: 3,533 shares; 2025Q1: 3,801 shares; 2025Q2: 3,801 shares; 2025Q3: 3,801 shares; 2025Q4: 4,422 shares; 2026Q1: 4,022 shares 4,022 $389K <0.01% -400 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,167 shares; 2025Q2: 6,205 shares; 2025Q3: 6,205 shares; 2025Q4: 6,182 shares; 2026Q1: 6,182 shares 6,182 $388K <0.01% 0 Timeline IEV 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: 5,895 shares; 2024Q4: not reported; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares; 2026Q1: 5,700 shares 5,700 $387K <0.01% +1,985 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB 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: 38,298 shares; 2025Q4: 38,298 shares; 2026Q1: 62,035 shares 62,035 $387K <0.01% +23,737 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,809 shares; 2024Q4: 17,861 shares; 2025Q1: 18,548 shares; 2025Q2: 7,232 shares; 2025Q3: 3,955 shares; 2025Q4: not reported; 2026Q1: 4,647 shares 4,647 $383K <0.01% new Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029,818 shares; 2024Q4: 992,802 shares; 2025Q1: 973,943 shares; 2025Q2: 1,107,088 shares; 2025Q3: 881,566 shares; 2025Q4: 456,417 shares; 2026Q1: 7,603 shares 7,603 $383K <0.01% -448,814 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: 1,852 shares; 2024Q4: 2,937 shares; 2025Q1: 2,931 shares; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares 1,838 $382K <0.01% 0 Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,593 shares; 2024Q4: 250,593 shares; 2025Q1: 200,593 shares; 2025Q2: 152,443 shares; 2025Q3: 152,443 shares; 2025Q4: 100,243 shares; 2026Q1: 100,243 shares 100,243 $382K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: not reported; 2025Q1: 3,791 shares; 2025Q2: not reported; 2025Q3: 5,853 shares; 2025Q4: 7,526 shares; 2026Q1: 4,733 shares 4,733 $381K <0.01% -2,793 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 14,260 shares; 2025Q2: 14,260 shares; 2025Q3: 14,260 shares; 2025Q4: 14,260 shares; 2026Q1: 14,260 shares 14,260 $381K <0.01% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,800 shares 3,800 $378K <0.01% new 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: not reported; 2024Q4: 33,055 shares; 2025Q1: 33,055 shares; 2025Q2: 33,164 shares; 2025Q3: 33,163 shares; 2025Q4: 32,915 shares; 2026Q1: 32,807 shares 32,807 $378K <0.01% -108 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 14,725 shares; 2025Q1: 2,219 shares; 2025Q2: 2,333 shares; 2025Q3: 2,249 shares; 2025Q4: 2,172 shares; 2026Q1: 2,181 shares 2,181 $376K <0.01% +9 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,409 shares; 2025Q2: not reported; 2025Q3: 64,681 shares; 2025Q4: 21,263 shares; 2026Q1: 31,524 shares 31,524 $375K <0.01% +10,261 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,562 shares; 2025Q1: 1,346 shares; 2025Q2: 1,586 shares; 2025Q3: 1,681 shares; 2025Q4: 1,594 shares; 2026Q1: 1,667 shares 1,667 $374K <0.01% +73 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,880 shares; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares 1,324 $372K <0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,858 shares 18,858 $372K <0.01% new Timeline FTHF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,967 shares 9,967 $372K <0.01% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,319 shares; 2025Q1: 3,319 shares; 2025Q2: 3,503 shares; 2025Q3: 2,624 shares; 2025Q4: 3,031 shares; 2026Q1: 2,566 shares 2,566 $371K <0.01% -465 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 285 shares; 2026Q1: 321 shares 321 $371K <0.01% +36 RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,211 shares; 2026Q1: 3,223 shares 3,223 $370K <0.01% +12 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to 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: 1,687 shares 1,687 $369K <0.01% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,536 shares; 2025Q2: 6,536 shares; 2025Q3: 6,536 shares; 2025Q4: 6,536 shares; 2026Q1: 6,536 shares 6,536 $365K <0.01% 0 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: 339,223 shares; 2024Q4: 45,006 shares; 2025Q1: 37,690 shares; 2025Q2: 36,610 shares; 2025Q3: 37,550 shares; 2025Q4: 31,570 shares; 2026Q1: 5,327 shares 5,327 $364K <0.01% -26,243 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: 10,677 shares; 2024Q4: 10,604 shares; 2025Q1: 8,016 shares; 2025Q2: 5,844 shares; 2025Q3: 5,816 shares; 2025Q4: 4,469 shares; 2026Q1: 3,496 shares 3,496 $362K <0.01% -973 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 2,090 shares; 2026Q1: 2,119 shares 2,119 $359K <0.01% +29 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 18,100 shares; 2025Q1: 41,055 shares; 2025Q2: 41,055 shares; 2025Q3: 41,055 shares; 2025Q4: 31,055 shares; 2026Q1: 24,755 shares 24,755 $357K <0.01% -6,300 Timeline ISCF 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: 5,592 shares; 2026Q1: 8,530 shares 8,530 $356K <0.01% +2,938 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: 12,488 shares; 2024Q4: 12,132 shares; 2025Q1: 13,026 shares; 2025Q2: 12,402 shares; 2025Q3: 10,467 shares; 2025Q4: 9,600 shares; 2026Q1: 10,113 shares 10,113 $355K <0.01% +513 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: 1,205,134 shares; 2024Q4: 1,265,732 shares; 2025Q1: 25,973 shares; 2025Q2: 21,896 shares; 2025Q3: 21,672 shares; 2025Q4: 16,238 shares; 2026Q1: 16,236 shares 16,236 $355K <0.01% -2 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652,737 shares; 2024Q4: 31,742 shares; 2025Q1: 8,651 shares; 2025Q2: 8,333 shares; 2025Q3: 8,213 shares; 2025Q4: 8,176 shares; 2026Q1: 7,943 shares 7,943 $354K <0.01% -233 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,674 shares; 2025Q1: 1,560 shares; 2025Q2: 1,589 shares; 2025Q3: 1,588 shares; 2025Q4: 2,023 shares; 2026Q1: 2,069 shares 2,069 $352K <0.01% +46 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,986 shares; 2025Q3: 3,241 shares; 2025Q4: 3,179 shares; 2026Q1: 2,513 shares 2,513 $350K <0.01% -666 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: 2,346 shares; 2024Q4: 2,412 shares; 2025Q1: 2,618 shares; 2025Q2: 2,412 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares 2,253 $349K <0.01% 0 Timeline JIVE 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: not reported; 2025Q4: not reported; 2026Q1: 4,076 shares 4,076 $349K <0.01% new Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,456 shares; 2026Q1: 3,430 shares 3,430 $346K <0.01% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,720 shares 15,720 $345K <0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,881 shares; 2026Q1: 12,881 shares 12,881 $343K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 2,554 shares; 2025Q1: 2,353 shares; 2025Q2: 2,179 shares; 2025Q3: 2,132 shares; 2025Q4: 2,142 shares; 2026Q1: 1,282 shares 1,282 $341K <0.01% -860 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,199 shares 38,199 $339K <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: 86,546 shares; 2024Q4: 2,714,955 shares; 2025Q1: 8,102,294 shares; 2025Q2: 8,323,522 shares; 2025Q3: 8,774,279 shares; 2025Q4: 1,519,793 shares; 2026Q1: 14,861 shares 14,861 $337K <0.01% -1,504,932 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547,290 shares; 2024Q4: 525,178 shares; 2025Q1: 505,066 shares; 2025Q2: 511,957 shares; 2025Q3: 317,099 shares; 2025Q4: 13,136 shares; 2026Q1: 8,276 shares 8,276 $336K <0.01% -4,860 Timeline EEMA 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $335K <0.01% 0 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: 2,076 shares; 2024Q4: 2,093 shares; 2025Q1: 2,169 shares; 2025Q2: 2,412 shares; 2025Q3: 2,268 shares; 2025Q4: 1,984 shares; 2026Q1: 1,925 shares 1,925 $332K <0.01% -59 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,269 shares; 2024Q4: 13,269 shares; 2025Q1: 12,996 shares; 2025Q2: 12,996 shares; 2025Q3: 12,996 shares; 2025Q4: 13,184 shares; 2026Q1: 13,033 shares 13,033 $332K <0.01% -151 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,742 shares 4,742 $329K <0.01% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,609 shares; 2026Q1: 8,609 shares 8,609 $327K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 4,843 shares; 2025Q1: 4,984 shares; 2025Q2: 4,984 shares; 2025Q3: 4,984 shares; 2025Q4: 4,778 shares; 2026Q1: 5,402 shares 5,402 $326K <0.01% +624 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,736 shares; 2025Q3: 6,736 shares; 2025Q4: 6,736 shares; 2026Q1: 6,736 shares 6,736 $326K <0.01% 0 Timeline DUHP 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: 9,661 shares; 2025Q2: 8,833 shares; 2025Q3: 8,833 shares; 2025Q4: 8,833 shares; 2026Q1: 8,833 shares 8,833 $325K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,051 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,294 shares 8,294 $324K <0.01% new 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: 4,110 shares; 2024Q4: 4,162 shares; 2025Q1: 4,162 shares; 2025Q2: 4,162 shares; 2025Q3: 4,162 shares; 2025Q4: 4,675 shares; 2026Q1: 4,000 shares 4,000 $323K <0.01% -675 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,310 shares; 2025Q1: 9,310 shares; 2025Q2: 9,222 shares; 2025Q3: 9,163 shares; 2025Q4: 9,123 shares; 2026Q1: 8,870 shares 8,870 $323K <0.01% -253 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,611 shares; 2025Q1: 1,751 shares; 2025Q2: 1,787 shares; 2025Q3: 1,827 shares; 2025Q4: 1,588 shares; 2026Q1: 1,545 shares 1,545 $323K <0.01% -43 Timeline BBCA 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: 3,592 shares; 2025Q4: 3,606 shares; 2026Q1: 3,416 shares 3,416 $321K <0.01% -190 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,175 shares; 2024Q4: 525,028 shares; 2025Q1: 6,163 shares; 2025Q2: 11,207 shares; 2025Q3: 11,074 shares; 2025Q4: 5,888 shares; 2026Q1: 5,888 shares 5,888 $321K <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,371 shares 2,371 $321K <0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares 983 $316K <0.01% new Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,803 shares; 2025Q4: 7,803 shares; 2026Q1: 7,803 shares 7,803 $316K <0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,599 shares; 2024Q4: 37,444 shares; 2025Q1: 35,135 shares; 2025Q2: 33,757 shares; 2025Q3: 36,566 shares; 2025Q4: 36,566 shares; 2026Q1: 36,566 shares 36,566 $315K <0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,058 shares; 2025Q3: 3,058 shares; 2025Q4: 3,058 shares; 2026Q1: 3,297 shares 3,297 $315K <0.01% +239 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,028 shares; 2026Q1: 4,033 shares 4,033 $315K <0.01% +5 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: 2,684 shares; 2024Q4: 2,706 shares; 2025Q1: 2,114 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 2,210 shares; 2026Q1: 2,101 shares 2,101 $314K <0.01% -109 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 4,138 shares; 2025Q1: 4,036 shares; 2025Q2: 4,149 shares; 2025Q3: 3,897 shares; 2025Q4: 3,456 shares; 2026Q1: 3,826 shares 3,826 $313K <0.01% +370 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,029 shares; 2024Q4: 37,029 shares; 2025Q1: 37,029 shares; 2025Q2: 37,029 shares; 2025Q3: 37,029 shares; 2025Q4: 35,597 shares; 2026Q1: 28,163 shares 28,163 $311K <0.01% -7,434 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,973 shares; 2026Q1: 4,893 shares 4,893 $310K <0.01% -1,080 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,770 shares; 2026Q1: 3,770 shares 3,770 $309K <0.01% 0 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,711 shares; 2025Q3: 20,711 shares; 2025Q4: 17,481 shares; 2026Q1: 16,680 shares 16,680 $308K <0.01% -801 Timeline XLP 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: 3,728 shares; 2024Q4: 2,721 shares; 2025Q1: 4,037 shares; 2025Q2: 3,586 shares; 2025Q3: 4,732 shares; 2025Q4: 4,340 shares; 2026Q1: 3,733 shares 3,733 $306K <0.01% -607 Timeline JPEF 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: 7,349 shares; 2025Q2: 7,349 shares; 2025Q3: 4,248 shares; 2025Q4: 4,248 shares; 2026Q1: 4,248 shares 4,248 $305K <0.01% 0 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,756 shares; 2025Q1: 3,756 shares; 2025Q2: 3,756 shares; 2025Q3: 4,008 shares; 2025Q4: 4,008 shares; 2026Q1: 4,008 shares 4,008 $305K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,652 shares; 2025Q1: not reported; 2025Q2: 2,549 shares; 2025Q3: 2,347 shares; 2025Q4: 4,668 shares; 2026Q1: 3,579 shares 3,579 $304K <0.01% -1,089 Timeline IWC 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: 1,898 shares; 2026Q1: 1,898 shares 1,898 $303K <0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 5,112 shares; 2025Q1: 4,727 shares; 2025Q2: 4,779 shares; 2025Q3: 4,793 shares; 2025Q4: 4,758 shares; 2026Q1: 5,834 shares 5,834 $302K <0.01% +1,076 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $302K <0.01% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,054 shares; 2025Q1: 10,609 shares; 2025Q2: 5,112 shares; 2025Q3: 6,732 shares; 2025Q4: 6,486 shares; 2026Q1: 4,344 shares 4,344 $302K <0.01% -2,142 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,421 shares 4,421 $301K <0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 19,700 shares; 2025Q1: 20,874 shares; 2025Q2: 20,354 shares; 2025Q3: 20,556 shares; 2025Q4: 18,546 shares; 2026Q1: 13,618 shares 13,618 $300K <0.01% -4,928 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,930 shares; 2025Q4: 8,332 shares; 2026Q1: 9,057 shares 9,057 $300K <0.01% +725 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $300K <0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares 2,579 $299K <0.01% 0 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,611 shares; 2025Q1: 5,611 shares; 2025Q2: 5,611 shares; 2025Q3: 5,611 shares; 2025Q4: 5,611 shares; 2026Q1: 5,611 shares 5,611 $299K <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: not reported; 2024Q4: not reported; 2025Q1: 7,415 shares; 2025Q2: 5,720 shares; 2025Q3: 5,720 shares; 2025Q4: 7,185 shares; 2026Q1: 6,495 shares 6,495 $298K <0.01% -690 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: 54,021 shares; 2024Q4: 54,021 shares; 2025Q1: 54,021 shares; 2025Q2: 54,021 shares; 2025Q3: 54,021 shares; 2025Q4: 35,388 shares; 2026Q1: 26,169 shares 26,169 $296K <0.01% -9,219 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: 11,757 shares; 2024Q4: 11,751 shares; 2025Q1: 11,942 shares; 2025Q2: 9,314 shares; 2025Q3: 9,256 shares; 2025Q4: 8,756 shares; 2026Q1: 9,298 shares 9,298 $295K <0.01% +542 Timeline GGME 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: 7,130 shares; 2024Q4: 7,130 shares; 2025Q1: 5,775 shares; 2025Q2: 5,775 shares; 2025Q3: 5,775 shares; 2025Q4: 5,775 shares; 2026Q1: 5,775 shares 5,775 $295K <0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,974 shares; 2024Q4: 43,974 shares; 2025Q1: 43,974 shares; 2025Q2: 32,674 shares; 2025Q3: 32,674 shares; 2025Q4: 32,674 shares; 2026Q1: 32,674 shares 32,674 $294K <0.01% 0 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841,729 shares; 2024Q4: 1,006,043 shares; 2025Q1: 1,017,252 shares; 2025Q2: 956,313 shares; 2025Q3: 929,839 shares; 2025Q4: 719,667 shares; 2026Q1: 8,744 shares 8,744 $292K <0.01% -710,923 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,213 shares; 2026Q1: 10,338 shares 10,338 $291K <0.01% +125 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,412 shares; 2025Q1: 5,467 shares; 2025Q2: 5,467 shares; 2025Q3: 5,467 shares; 2025Q4: 5,467 shares; 2026Q1: 5,467 shares 5,467 $290K <0.01% 0 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,720 shares; 2024Q4: 13,720 shares; 2025Q1: 13,720 shares; 2025Q2: 13,720 shares; 2025Q3: 13,720 shares; 2025Q4: 13,720 shares; 2026Q1: 13,720 shares 13,720 $289K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,164 shares; 2025Q1: 4,243 shares; 2025Q2: 4,063 shares; 2025Q3: 4,117 shares; 2025Q4: 14,322 shares; 2026Q1: 4,417 shares 4,417 $288K <0.01% -9,905 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,755 shares; 2025Q2: 3,551 shares; 2025Q3: 1,109 shares; 2025Q4: 1,036 shares; 2026Q1: 1,131 shares 1,131 $288K <0.01% +95 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,069 shares; 2024Q4: 88,069 shares; 2025Q1: 88,069 shares; 2025Q2: 47,534 shares; 2025Q3: 47,534 shares; 2025Q4: 47,534 shares; 2026Q1: 47,534 shares 47,534 $288K <0.01% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,124 shares; 2025Q3: 10,430 shares; 2025Q4: 8,997 shares; 2026Q1: 7,997 shares 7,997 $285K <0.01% -1,000 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,695 shares; 2025Q1: 9,695 shares; 2025Q2: 9,695 shares; 2025Q3: 9,695 shares; 2025Q4: 9,695 shares; 2026Q1: 9,455 shares 9,455 $284K <0.01% -240 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,317 shares; 2025Q2: 4,563 shares; 2025Q3: 4,230 shares; 2025Q4: 4,303 shares; 2026Q1: 4,512 shares 4,512 $283K <0.01% +209 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 6,291 shares; 2025Q1: 4,024 shares; 2025Q2: 4,164 shares; 2025Q3: 4,084 shares; 2025Q4: 3,681 shares; 2026Q1: 2,880 shares 2,880 $281K <0.01% -801 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,056 shares; 2025Q1: 7,796 shares; 2025Q2: 7,666 shares; 2025Q3: 7,659 shares; 2025Q4: 6,217 shares; 2026Q1: 5,575 shares 5,575 $280K <0.01% -642 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,303 shares; 2025Q2: 1,270 shares; 2025Q3: 1,142 shares; 2025Q4: 1,151 shares; 2026Q1: 1,132 shares 1,132 $280K <0.01% -19 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,922 shares; 2026Q1: 34,602 shares 34,602 $278K <0.01% +15,680 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO 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: 4,524 shares 4,524 $277K <0.01% new Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,950 shares; 2024Q4: 19,930 shares; 2025Q1: 19,930 shares; 2025Q2: 19,930 shares; 2025Q3: 19,930 shares; 2025Q4: 19,930 shares; 2026Q1: 19,930 shares 19,930 $277K <0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to 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: 858 shares 858 $277K <0.01% new Timeline SPMD 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: 4,192 shares; 2025Q3: 4,209 shares; 2025Q4: 4,317 shares; 2026Q1: 4,660 shares 4,660 $276K <0.01% +343 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 6,296 shares; 2025Q1: 2,621 shares; 2025Q2: 2,755 shares; 2025Q3: 2,759 shares; 2025Q4: 2,539 shares; 2026Q1: 2,496 shares 2,496 $275K <0.01% -43 Timeline XHB 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: 2,787 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 2,787 shares; 2025Q4: 2,787 shares; 2026Q1: 2,787 shares 2,787 $275K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,395 shares 2,395 $275K <0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,960 shares 3,960 $275K <0.01% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,950 shares; 2025Q2: 6,355 shares; 2025Q3: 6,355 shares; 2025Q4: 6,355 shares; 2026Q1: 6,355 shares 6,355 $274K <0.01% 0 Timeline IOO 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: 2,126 shares; 2025Q4: 2,126 shares; 2026Q1: 2,259 shares 2,259 $273K <0.01% +133 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,593 shares; 2026Q1: 3,451 shares 3,451 $273K <0.01% +858 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,144 shares; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,159 shares; 2025Q4: 1,136 shares; 2026Q1: 982 shares 982 $270K <0.01% -154 Timeline FDN 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: 1,263 shares; 2024Q4: 1,632 shares; 2025Q1: 1,263 shares; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,552 shares; 2026Q1: 1,153 shares 1,153 $270K <0.01% -399 Timeline EWZS 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: 18,200 shares; 2024Q4: 18,200 shares; 2025Q1: 18,200 shares; 2025Q2: 18,200 shares; 2025Q3: 18,200 shares; 2025Q4: 18,200 shares; 2026Q1: 18,200 shares 18,200 $270K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 6,997 shares; 2025Q1: 6,997 shares; 2025Q2: 7,817 shares; 2025Q3: 7,817 shares; 2025Q4: 9,354 shares; 2026Q1: 8,929 shares 8,929 $268K <0.01% -425 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,558 shares 10,558 $268K <0.01% +58 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: 3,749 shares; 2024Q4: 15,731 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,991 shares 3,991 $267K <0.01% new Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,142 shares; 2024Q4: 5,142 shares; 2025Q1: 5,100 shares; 2025Q2: 5,136 shares; 2025Q3: 5,136 shares; 2025Q4: 5,130 shares; 2026Q1: 4,091 shares 4,091 $267K <0.01% -1,039 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: 1,700 shares; 2024Q4: 3,798 shares; 2025Q1: 3,796 shares; 2025Q2: 5,405 shares; 2025Q3: 1,764 shares; 2025Q4: 1,857 shares; 2026Q1: 2,129 shares 2,129 $266K <0.01% +272 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to 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: 12,022 shares 12,022 $265K <0.01% new Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,136 shares 5,136 $262K <0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 3,020 shares; 2025Q4: 3,334 shares; 2026Q1: 3,198 shares 3,198 $262K <0.01% -136 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 4,325 shares; 2026Q1: 2,336 shares 2,336 $261K <0.01% -1,989 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: 24,859 shares; 2024Q4: 23,333 shares; 2025Q1: 23,320 shares; 2025Q2: 20,132 shares; 2025Q3: 19,582 shares; 2025Q4: 19,582 shares; 2026Q1: 19,582 shares 19,582 $260K <0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $260K <0.01% new Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,530 shares; 2025Q1: 2,504 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,226 shares 2,226 $260K <0.01% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,252 shares; 2024Q4: 13,690 shares; 2025Q1: 11,665 shares; 2025Q2: 10,608 shares; 2025Q3: 10,151 shares; 2025Q4: 9,949 shares; 2026Q1: 9,928 shares 9,928 $259K <0.01% -21 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,217 shares; 2025Q1: 4,217 shares; 2025Q2: 4,217 shares; 2025Q3: 4,217 shares; 2025Q4: 4,217 shares; 2026Q1: 4,885 shares 4,885 $259K <0.01% +668 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,088 shares; 2025Q2: 6,411 shares; 2025Q3: 5,063 shares; 2025Q4: 5,124 shares; 2026Q1: 5,507 shares 5,507 $259K <0.01% +383 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 1,934 shares; 2025Q3: 4,267 shares; 2025Q4: 1,756 shares; 2026Q1: 1,760 shares 1,760 $257K <0.01% +4 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,218 shares; 2024Q4: 23,087 shares; 2025Q1: 22,939 shares; 2025Q2: 22,918 shares; 2025Q3: 22,850 shares; 2025Q4: 22,798 shares; 2026Q1: 22,289 shares 22,289 $257K <0.01% -509 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,061 shares; 2024Q4: 25,511 shares; 2025Q1: 25,511 shares; 2025Q2: 32,187 shares; 2025Q3: 26,761 shares; 2025Q4: 26,761 shares; 2026Q1: 26,761 shares 26,761 $254K <0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,007 shares; 2025Q4: 4,061 shares; 2026Q1: 4,570 shares 4,570 $254K <0.01% +509 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,995 shares; 2024Q4: 12,023 shares; 2025Q1: 12,049 shares; 2025Q2: 12,076 shares; 2025Q3: 12,106 shares; 2025Q4: 12,137 shares; 2026Q1: 12,165 shares 12,165 $253K <0.01% +28 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,793 shares 3,793 $253K <0.01% new Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $253K <0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,800 shares 12,800 $249K <0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,717 shares; 2025Q1: 2,726 shares; 2025Q2: 2,979 shares; 2025Q3: 3,428 shares; 2025Q4: not reported; 2026Q1: 3,065 shares 3,065 $248K <0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,283 shares; 2025Q1: 33,615 shares; 2025Q2: 9,086 shares; 2025Q3: 9,086 shares; 2025Q4: not reported; 2026Q1: 8,898 shares 8,898 $248K <0.01% new Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,231 shares; 2025Q4: 2,427 shares; 2026Q1: 2,427 shares 2,427 $248K <0.01% 0 Timeline EFAS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,962 shares; 2025Q4: 11,678 shares; 2026Q1: 11,678 shares 11,678 $247K <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: 64,933 shares; 2024Q4: 64,365 shares; 2025Q1: 60,934 shares; 2025Q2: 7,594 shares; 2025Q3: 7,003 shares; 2025Q4: 6,527 shares; 2026Q1: 4,076 shares 4,076 $245K <0.01% -2,451 Timeline VONE 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 824 shares 824 $243K <0.01% +24 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: 30,181 shares; 2024Q4: 29,298 shares; 2025Q1: 25,072 shares; 2025Q2: 16,233 shares; 2025Q3: 25,187 shares; 2025Q4: 17,184 shares; 2026Q1: 10,797 shares 10,797 $243K <0.01% -6,387 Timeline QDVO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,108 shares; 2026Q1: 9,108 shares 9,108 $243K <0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,742 shares; 2025Q2: 2,942 shares; 2025Q3: 2,742 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares 2,742 $237K <0.01% 0 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 12,635 shares; 2026Q1: 12,067 shares 12,067 $235K <0.01% -568 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,220 shares; 2025Q2: 4,226 shares; 2025Q3: 4,228 shares; 2025Q4: 4,220 shares; 2026Q1: 4,488 shares 4,488 $235K <0.01% +268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,675 shares; 2025Q3: 15,675 shares; 2025Q4: 14,253 shares; 2026Q1: 6,476 shares 6,476 $233K <0.01% -7,777 Timeline CHPS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,370 shares 4,370 $231K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,929 shares; 2025Q2: 2,736 shares; 2025Q3: 2,748 shares; 2025Q4: 2,402 shares; 2026Q1: 2,101 shares 2,101 $231K <0.01% -301 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,788 shares; 2024Q4: 29,388 shares; 2025Q1: 28,174 shares; 2025Q2: 27,074 shares; 2025Q3: 26,874 shares; 2025Q4: 22,843 shares; 2026Q1: 19,865 shares 19,865 $228K <0.01% -2,978 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,884 shares; 2026Q1: 4,884 shares 4,884 $228K <0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 12,170 shares; 2025Q1: 12,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,812 shares 16,812 $228K <0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING 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: 12,221 shares 12,221 $228K <0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 12,353 shares; 2025Q1: 12,153 shares; 2025Q2: 12,574 shares; 2025Q3: 12,746 shares; 2025Q4: 12,329 shares; 2026Q1: 11,876 shares 11,876 $228K <0.01% -453 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,109 shares; 2024Q4: 12,109 shares; 2025Q1: 12,109 shares; 2025Q2: 12,109 shares; 2025Q3: 12,109 shares; 2025Q4: 12,109 shares; 2026Q1: 12,359 shares 12,359 $227K <0.01% +250 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,076 shares; 2026Q1: 4,076 shares 4,076 $226K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 5,330 shares; 2025Q4: 17,034 shares; 2026Q1: 5,330 shares 5,330 $226K <0.01% -11,704 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,282 shares; 2024Q4: 54,900 shares; 2025Q1: 53,058 shares; 2025Q2: 53,058 shares; 2025Q3: 53,058 shares; 2025Q4: 53,058 shares; 2026Q1: 53,058 shares 53,058 $225K <0.01% 0 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,311 shares; 2025Q3: 7,311 shares; 2025Q4: not reported; 2026Q1: 10,100 shares 10,100 $225K <0.01% new Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER 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: 71,669 shares; 2025Q3: 93,928 shares; 2025Q4: 88,161 shares; 2026Q1: 9,609 shares 9,609 $225K <0.01% -78,552 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 3,046 shares; 2025Q4: 2,323 shares; 2026Q1: 2,105 shares 2,105 $225K <0.01% -218 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,395 shares 4,395 $223K <0.01% new Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 8,839 shares; 2025Q1: 8,839 shares; 2025Q2: 8,839 shares; 2025Q3: 8,839 shares; 2025Q4: 6,119 shares; 2026Q1: 6,119 shares 6,119 $221K <0.01% 0 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: 1,345 shares; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 1,789 shares; 2026Q1: 1,541 shares 1,541 $220K <0.01% -248 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,601 shares 2,601 $220K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 4,578 shares; 2025Q1: 1,440 shares; 2025Q2: 1,670 shares; 2025Q3: 1,666 shares; 2025Q4: 2,303 shares; 2026Q1: 756 shares 756 $220K <0.01% -1,547 Timeline BRF 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $220K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,413 shares 8,413 $219K <0.01% new Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,735 shares; 2025Q1: 11,145 shares; 2025Q2: 11,110 shares; 2025Q3: 11,108 shares; 2025Q4: 8,939 shares; 2026Q1: 8,939 shares 8,939 $218K <0.01% 0 Timeline DISV 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: 7,123 shares; 2025Q2: 7,123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,524 shares 5,524 $218K <0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,263 shares; 2025Q2: 2,301 shares; 2025Q3: 2,282 shares; 2025Q4: 4,793 shares; 2026Q1: 2,209 shares 2,209 $217K <0.01% -2,584 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,753 shares; 2024Q4: 18,753 shares; 2025Q1: 18,850 shares; 2025Q2: 18,850 shares; 2025Q3: 18,850 shares; 2025Q4: 18,850 shares; 2026Q1: 18,850 shares 18,850 $216K <0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 17,646 shares; 2025Q1: 6,286 shares; 2025Q2: 6,421 shares; 2025Q3: 6,421 shares; 2025Q4: 6,024 shares; 2026Q1: 6,070 shares 6,070 $215K <0.01% +46 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,000 shares; 2024Q4: 54,000 shares; 2025Q1: 54,236 shares; 2025Q2: 54,236 shares; 2025Q3: 54,236 shares; 2025Q4: 54,236 shares; 2026Q1: 54,236 shares 54,236 $214K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,603 shares 6,603 $214K <0.01% new Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $214K <0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,837 shares; 2024Q4: 54,237 shares; 2025Q1: 33,337 shares; 2025Q2: 33,737 shares; 2025Q3: 14,757 shares; 2025Q4: 10,057 shares; 2026Q1: 9,557 shares 9,557 $213K <0.01% -500 Timeline DCGO DOCGO INC More: the full row for DOCGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,938 shares; 2024Q4: 358,515 shares; 2025Q1: 358,515 shares; 2025Q2: 358,515 shares; 2025Q3: 358,515 shares; 2025Q4: 358,515 shares; 2026Q1: 338,515 shares 338,515 $213K <0.01% -20,000 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,593 shares; 2024Q4: 21,593 shares; 2025Q1: 26,262 shares; 2025Q2: 19,593 shares; 2025Q3: 19,593 shares; 2025Q4: 17,657 shares; 2026Q1: 17,657 shares 17,657 $213K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 652 shares; 2026Q1: 625 shares 625 $212K <0.01% -27 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,149 shares; 2024Q4: 3,889 shares; 2025Q1: 3,524 shares; 2025Q2: 4,251 shares; 2025Q3: 4,096 shares; 2025Q4: 2,355 shares; 2026Q1: 2,354 shares 2,354 $211K <0.01% -1 Timeline MAGN MAGNERA CORP More: the full row for MAGNERA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,230 shares; 2025Q1: 24,267 shares; 2025Q2: 25,136 shares; 2025Q3: 23,914 shares; 2025Q4: 22,054 shares; 2026Q1: 22,054 shares 22,054 $210K <0.01% 0 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,195 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: not reported; 2026Q1: 4,195 shares 4,195 $210K <0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,467 shares 4,467 $209K <0.01% new Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 1,428 shares; 2025Q1: 1,084 shares; 2025Q2: 927 shares; 2025Q3: 749 shares; 2025Q4: 730 shares; 2026Q1: 749 shares 749 $209K <0.01% +19 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,532 shares 3,532 $209K <0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,584 shares; 2025Q3: 2,287 shares; 2025Q4: not reported; 2026Q1: 1,513 shares 1,513 $208K <0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,114 shares; 2024Q4: 15,737 shares; 2025Q1: 13,002 shares; 2025Q2: 11,687 shares; 2025Q3: 10,883 shares; 2025Q4: 9,532 shares; 2026Q1: 5,569 shares 5,569 $207K <0.01% -3,963 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,870 shares; 2025Q1: not reported; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,528 shares; 2026Q1: 1,895 shares 1,895 $207K <0.01% -633 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 932 shares 932 $207K <0.01% new 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: 13,043 shares; 2024Q4: 13,242 shares; 2025Q1: 12,671 shares; 2025Q2: 12,418 shares; 2025Q3: 3,094 shares; 2025Q4: 1,998 shares; 2026Q1: 1,350 shares 1,350 $207K <0.01% -648 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,955 shares 7,955 $206K <0.01% new Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 1,881 shares; 2025Q1: 2,524 shares; 2025Q2: 1,725 shares; 2025Q3: 1,839 shares; 2025Q4: 1,716 shares; 2026Q1: 1,719 shares 1,719 $206K <0.01% +3 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: 2,734 shares; 2024Q4: 3,174 shares; 2025Q1: 3,172 shares; 2025Q2: 3,227 shares; 2025Q3: 3,265 shares; 2025Q4: 3,215 shares; 2026Q1: 2,272 shares 2,272 $205K <0.01% -943 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,158 shares; 2024Q4: 13,164 shares; 2025Q1: 13,159 shares; 2025Q2: 10,069 shares; 2025Q3: 10,069 shares; 2025Q4: 10,069 shares; 2026Q1: 10,641 shares 10,641 $205K <0.01% +572 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 5,137 shares; 2025Q1: 4,898 shares; 2025Q2: 4,709 shares; 2025Q3: 4,927 shares; 2025Q4: not reported; 2026Q1: 3,157 shares 3,157 $202K <0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,229 shares 3,229 $202K <0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,504 shares; 2025Q1: 1,970 shares; 2025Q2: 2,268 shares; 2025Q3: 1,787 shares; 2025Q4: 1,685 shares; 2026Q1: 1,388 shares 1,388 $201K <0.01% -297 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,635 shares; 2025Q3: 34,994 shares; 2025Q4: 31,136 shares; 2026Q1: 6,505 shares 6,505 $201K <0.01% -24,631 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $200K <0.01% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 24,333 shares; 2025Q4: 24,333 shares; 2026Q1: 24,333 shares 24,333 $198K <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: 31,222 shares; 2024Q4: 31,222 shares; 2025Q1: 31,222 shares; 2025Q2: 31,222 shares; 2025Q3: 31,222 shares; 2025Q4: 16,584 shares; 2026Q1: 15,176 shares 15,176 $194K <0.01% -1,408 Timeline OEC ORION S.A. More: the full row for ORION S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,352,103 shares; 2024Q4: 2,617,287 shares; 2025Q1: 2,638,320 shares; 2025Q2: 2,471,143 shares; 2025Q3: 2,449,542 shares; 2025Q4: 2,122,299 shares; 2026Q1: 29,634 shares 29,634 $193K <0.01% -2,092,665 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 16,518 shares; 2025Q1: 16,518 shares; 2025Q2: 16,518 shares; 2025Q3: 16,518 shares; 2025Q4: 16,518 shares; 2026Q1: 16,518 shares 16,518 $192K <0.01% 0 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: 3,260 shares; 2024Q4: 5,989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,123 shares; 2025Q4: not reported; 2026Q1: 10,684 shares 10,684 $184K <0.01% new Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,448 shares 11,448 $182K <0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 13,918 shares; 2025Q1: 13,940 shares; 2025Q2: 13,063 shares; 2025Q3: 13,084 shares; 2025Q4: 13,107 shares; 2026Q1: 13,131 shares 13,131 $181K <0.01% +24 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,793 shares; 2025Q3: 11,378 shares; 2025Q4: 12,463 shares; 2026Q1: 12,839 shares 12,839 $181K <0.01% +376 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,467 shares; 2024Q4: 34,534 shares; 2025Q1: 19,870 shares; 2025Q2: 18,508 shares; 2025Q3: 18,082 shares; 2025Q4: 16,392 shares; 2026Q1: 12,901 shares 12,901 $174K <0.01% -3,491 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,725 shares; 2025Q2: 22,670 shares; 2025Q3: 21,000 shares; 2025Q4: 12,500 shares; 2026Q1: 12,243 shares 12,243 $172K <0.01% -257 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,576 shares; 2024Q4: 143,628 shares; 2025Q1: 128,574 shares; 2025Q2: 128,349 shares; 2025Q3: 128,298 shares; 2025Q4: 45,212 shares; 2026Q1: 13,208 shares 13,208 $170K <0.01% -32,004 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: 71,518 shares; 2024Q4: 64,783 shares; 2025Q1: 59,591 shares; 2025Q2: 56,015 shares; 2025Q3: 34,064 shares; 2025Q4: 20,272 shares; 2026Q1: 10,577 shares 10,577 $166K <0.01% -9,695 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: 15,779 shares; 2024Q4: 15,779 shares; 2025Q1: 15,779 shares; 2025Q2: 29,279 shares; 2025Q3: 33,234 shares; 2025Q4: 18,801 shares; 2026Q1: 18,801 shares 18,801 $163K <0.01% 0 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,800 shares; 2024Q4: 21,800 shares; 2025Q1: 21,800 shares; 2025Q2: 21,800 shares; 2025Q3: 21,800 shares; 2025Q4: 21,800 shares; 2026Q1: 21,800 shares 21,800 $153K <0.01% 0 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC 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: 100,955 shares; 2025Q3: 100,955 shares; 2025Q4: 51,544 shares; 2026Q1: 16,339 shares 16,339 $153K <0.01% -35,205 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 12,726 shares; 2026Q1: 19,801 shares 19,801 $152K <0.01% +7,075 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,620 shares 16,620 $149K <0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,440 shares; 2025Q1: 15,501 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,310 shares; 2026Q1: 13,205 shares 13,205 $145K <0.01% +895 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,946 shares; 2024Q4: 41,948 shares; 2025Q1: 42,028 shares; 2025Q2: 42,028 shares; 2025Q3: 60,777 shares; 2025Q4: 60,777 shares; 2026Q1: 60,777 shares 60,777 $139K <0.01% 0 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255,214 shares; 2024Q4: 3,186,366 shares; 2025Q1: 3,118,417 shares; 2025Q2: 31,738 shares; 2025Q3: 27,274 shares; 2025Q4: 16,175 shares; 2026Q1: 14,037 shares 14,037 $137K <0.01% -2,138 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,100 shares; 2024Q4: 35,100 shares; 2025Q1: 35,100 shares; 2025Q2: 35,100 shares; 2025Q3: 53,947 shares; 2025Q4: 23,199 shares; 2026Q1: 23,199 shares 23,199 $135K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,284 shares; 2025Q3: 13,035 shares; 2025Q4: 18,060 shares; 2026Q1: 11,465 shares 11,465 $129K <0.01% -6,595 Timeline SRI STONERIDGE INC More: the full row for STONERIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,099 shares; 2024Q4: 17,099 shares; 2025Q1: 17,099 shares; 2025Q2: 17,099 shares; 2025Q3: 26,388 shares; 2025Q4: 26,388 shares; 2026Q1: 26,388 shares 26,388 $127K <0.01% 0 Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,946 shares; 2025Q4: 11,946 shares; 2026Q1: 11,946 shares 11,946 $120K <0.01% 0 Timeline SVRA SAVARA INC More: the full row for SAVARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,854 shares; 2024Q4: 20,854 shares; 2025Q1: 20,854 shares; 2025Q2: 20,854 shares; 2025Q3: 20,854 shares; 2025Q4: 20,854 shares; 2026Q1: 20,854 shares 20,854 $114K <0.01% 0 Timeline CDLX CARDLYTICS INC More: the full row for CARDLYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,574 shares; 2024Q4: 168,603 shares; 2025Q1: 117,603 shares; 2025Q2: 117,603 shares; 2025Q3: 117,603 shares; 2025Q4: 107,603 shares; 2026Q1: 103,828 shares 103,828 $109K <0.01% -3,775 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares 13,200 $109K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,980 shares; 2024Q4: 11,250 shares; 2025Q1: 13,905 shares; 2025Q2: 12,725 shares; 2025Q3: 12,725 shares; 2025Q4: 12,725 shares; 2026Q1: 13,045 shares 13,045 $108K <0.01% +320 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT 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: 11,283 shares 11,283 $105K <0.01% new Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,798 shares; 2024Q4: 49,798 shares; 2025Q1: 49,798 shares; 2025Q2: 52,034 shares; 2025Q3: 50,953 shares; 2025Q4: 49,798 shares; 2026Q1: 49,798 shares 49,798 $103K <0.01% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY 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: 59,890 shares; 2025Q3: 59,890 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $99.2K <0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $99.2K <0.01% 0 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS 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: 20,350 shares; 2026Q1: 33,050 shares 33,050 $93.9K <0.01% +12,700 Timeline AURA AURA BIOSCIENCES INC More: the full row for AURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares 13,400 $89.6K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,018 shares; 2024Q4: 24,018 shares; 2025Q1: 24,018 shares; 2025Q2: 27,075 shares; 2025Q3: 26,108 shares; 2025Q4: 26,378 shares; 2026Q1: 24,378 shares 24,378 $89.2K <0.01% -2,000 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,010 shares 38,010 $80.6K <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,506 shares; 2024Q4: 28,339 shares; 2025Q1: 30,174 shares; 2025Q2: 29,096 shares; 2025Q3: 28,318 shares; 2025Q4: 20,234 shares; 2026Q1: 13,347 shares 13,347 $80K <0.01% -6,887 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $77.6K <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,326 shares 16,326 $76.4K <0.01% new Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,195 shares; 2025Q3: 15,195 shares; 2025Q4: 15,195 shares; 2026Q1: 15,195 shares 15,195 $75.1K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,798 shares; 2025Q1: not reported; 2025Q2: 15,437 shares; 2025Q3: 14,306 shares; 2025Q4: 21,195 shares; 2026Q1: 14,177 shares 14,177 $71.3K <0.01% -7,018 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP 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: 24,000 shares; 2026Q1: 10,500 shares 10,500 $69.1K <0.01% -13,500 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,388 shares; 2024Q4: 66,632 shares; 2025Q1: 66,632 shares; 2025Q2: 66,632 shares; 2025Q3: 17,406 shares; 2025Q4: 17,406 shares; 2026Q1: 17,406 shares 17,406 $68.8K <0.01% 0 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $68.7K <0.01% new Timeline CLGN COLLPLANT BIOTECHNOLOGIES LT More: the full row for COLLPLANT BIOTECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,465 shares; 2024Q4: 119,465 shares; 2025Q1: 111,200 shares; 2025Q2: 111,181 shares; 2025Q3: 118,731 shares; 2025Q4: 118,731 shares; 2026Q1: 118,731 shares 118,731 $63.6K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,983 shares 19,983 $58.4K <0.01% new Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,341 shares 16,341 $55.4K <0.01% new Timeline BCDA BIOCARDIA INC More: the full row for BIOCARDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,538 shares; 2025Q2: 35,538 shares; 2025Q3: 35,538 shares; 2025Q4: 35,538 shares; 2026Q1: 35,538 shares 35,538 $43K <0.01% 0 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,517 shares 10,517 $41.4K <0.01% new Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,250 shares; 2024Q4: 28,250 shares; 2025Q1: 28,250 shares; 2025Q2: 28,250 shares; 2025Q3: 38,250 shares; 2025Q4: 14,000 shares; 2026Q1: 48,033 shares 48,033 $37.3K <0.01% +34,033 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,294 shares; 2024Q4: 88,351 shares; 2025Q1: 88,418 shares; 2025Q2: 88,532 shares; 2025Q3: 68,546 shares; 2025Q4: 54,018 shares; 2026Q1: 14,797 shares 14,797 $29.7K <0.01% -39,221 Timeline ELUT ELUTIA INC More: the full row for ELUTIA 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: 20,135 shares 20,135 $21.1K <0.01% new Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,153 shares 14,153 $9.93K <0.01% new Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT 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: 10,000 shares 10,000 $9.8K <0.01% new Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 13,129 shares; 2025Q1: 13,129 shares; 2025Q2: 13,129 shares; 2025Q3: 13,129 shares; 2025Q4: 13,129 shares; 2026Q1: 13,129 shares 13,129 $7.96K <0.01% 0 Timeline GAME GAMESQUARE HLDGS INC More: the full row for GAMESQUARE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 10,220 shares; 2025Q1: 10,220 shares; 2025Q2: 10,220 shares; 2025Q3: 10,220 shares; 2025Q4: 10,220 shares; 2026Q1: 10,220 shares 10,220 $2.76K <0.01% 0 Timeline WGSWW GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,833 shares; 2024Q4: 10,833 shares; 2025Q1: 10,833 shares; 2025Q2: 10,833 shares; 2025Q3: 10,833 shares; 2025Q4: 10,833 shares; 2026Q1: 10,833 shares 10,833 $87 <0.01% 0 Timeline