CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,211 shares; 2022Q4: 3,693 shares; 2023Q1: 3,693 shares; 2023Q2: 5,377 shares; 2023Q3: 9,471 shares; 2023Q4: 8,355 shares; 2024Q1: 8,175 shares 8,175 $435K <0.01% -180 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,034 shares 7,034 $430K <0.01% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,562 shares; 2022Q4: 7,806 shares; 2023Q1: 7,806 shares; 2023Q2: 8,236 shares; 2023Q3: 7,827 shares; 2023Q4: 8,345 shares; 2024Q1: 8,557 shares 8,557 $429K <0.01% +212 XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,795 shares; 2022Q4: 5,406 shares; 2023Q1: 5,406 shares; 2023Q2: 6,595 shares; 2023Q3: 4,796 shares; 2023Q4: 6,265 shares; 2024Q1: 6,521 shares 6,521 $428K <0.01% +256 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,656 shares; 2022Q4: 3,755 shares; 2023Q1: 3,755 shares; 2023Q2: 5,542 shares; 2023Q3: 3,750 shares; 2023Q4: 3,765 shares; 2024Q1: 3,002 shares 3,002 $428K <0.01% -763 Timeline RWX 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; 2022Q2: restricted; 2022Q3: 25,668 shares; 2022Q4: 32,178 shares; 2023Q1: 32,178 shares; 2023Q2: 27,341 shares; 2023Q3: 20,100 shares; 2023Q4: 15,423 shares; 2024Q1: 16,398 shares 16,398 $428K <0.01% +975 Timeline QQQM 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,719 shares; 2023Q3: 1,717 shares; 2023Q4: 1,723 shares; 2024Q1: 2,327 shares 2,327 $425K <0.01% +604 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 29,830 shares; 2023Q1: 29,830 shares; 2023Q2: 26,955 shares; 2023Q3: 27,462 shares; 2023Q4: 26,830 shares; 2024Q1: 35,437 shares 35,437 $421K <0.01% +8,607 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,320 shares; 2022Q4: 10,278 shares; 2023Q1: 10,278 shares; 2023Q2: 8,709 shares; 2023Q3: 9,052 shares; 2023Q4: 5,199 shares; 2024Q1: 5,344 shares 5,344 $419K <0.01% +145 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,088 shares; 2022Q4: 5,466 shares; 2023Q1: 5,466 shares; 2023Q2: 6,113 shares; 2023Q3: 5,848 shares; 2023Q4: 6,206 shares; 2024Q1: 5,688 shares 5,688 $417K <0.01% -518 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; 2022Q2: restricted; 2022Q3: 10,280 shares; 2022Q4: 10,367 shares; 2023Q1: 10,367 shares; 2023Q2: 10,376 shares; 2023Q3: 8,153 shares; 2023Q4: 10,457 shares; 2024Q1: 10,464 shares 10,464 $416K <0.01% +7 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,824 shares; 2023Q4: 2,985 shares; 2024Q1: 3,082 shares 3,082 $416K <0.01% +97 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 999 shares; 2023Q1: 999 shares; 2023Q2: 1,056 shares; 2023Q3: 1,145 shares; 2023Q4: 1,115 shares; 2024Q1: 1,171 shares 1,171 $416K <0.01% +56 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,305 shares; 2022Q4: 2,326 shares; 2023Q1: 2,326 shares; 2023Q2: 2,655 shares; 2023Q3: 2,690 shares; 2023Q4: 2,734 shares; 2024Q1: 2,690 shares 2,690 $414K <0.01% -44 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 29,922 shares; 2022Q4: 27,922 shares; 2023Q1: 27,922 shares; 2023Q2: 26,922 shares; 2023Q3: 22,474 shares; 2023Q4: 17,474 shares; 2024Q1: 17,217 shares 17,217 $408K <0.01% -257 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25,346 shares; 2022Q4: 34,444 shares; 2023Q1: 34,444 shares; 2023Q2: 20,577 shares; 2023Q3: 21,545 shares; 2023Q4: 11,709 shares; 2024Q1: 11,744 shares 11,744 $407K <0.01% +35 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5,750 shares; 2023Q1: 5,750 shares; 2023Q2: 6,321 shares; 2023Q3: 7,942 shares; 2023Q4: 8,213 shares; 2024Q1: 10,871 shares 10,871 $401K <0.01% +2,658 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,562 shares; 2022Q4: 2,137 shares; 2023Q1: 2,137 shares; 2023Q2: 2,729 shares; 2023Q3: 2,681 shares; 2023Q4: 3,875 shares; 2024Q1: 3,975 shares 3,975 $401K <0.01% +100 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,108 shares; 2022Q4: 2,042 shares; 2023Q1: 2,042 shares; 2023Q2: 2,290 shares; 2023Q3: 2,219 shares; 2023Q4: 2,233 shares; 2024Q1: 2,244 shares 2,244 $398K <0.01% +11 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,920 shares; 2022Q4: 6,931 shares; 2023Q1: 6,931 shares; 2023Q2: 7,040 shares; 2023Q3: 7,550 shares; 2023Q4: 7,161 shares; 2024Q1: 7,124 shares 7,124 $398K <0.01% -37 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 351 shares; 2023Q3: 333 shares; 2023Q4: 333 shares; 2024Q1: 333 shares 333 $398K <0.01% 0 ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,861 shares; 2023Q3: 4,861 shares; 2023Q4: 5,569 shares; 2024Q1: 6,147 shares 6,147 $396K <0.01% +578 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,501 shares; 2022Q4: 8,151 shares; 2023Q1: 8,151 shares; 2023Q2: 8,478 shares; 2023Q3: 7,484 shares; 2023Q4: 6,898 shares; 2024Q1: 7,283 shares 7,283 $394K <0.01% +385 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 13,052 shares; 2023Q1: 13,052 shares; 2023Q2: 12,596 shares; 2023Q3: 12,596 shares; 2023Q4: 12,596 shares; 2024Q1: 12,596 shares 12,596 $393K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,612 shares; 2022Q4: 5,118 shares; 2023Q1: 5,118 shares; 2023Q2: 5,926 shares; 2023Q3: 5,526 shares; 2023Q4: 5,715 shares; 2024Q1: 5,991 shares 5,991 $391K <0.01% +276 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,944 shares; 2023Q3: 11,343 shares; 2023Q4: 11,346 shares; 2024Q1: 11,994 shares 11,994 $386K <0.01% +648 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,361 shares; 2022Q4: 23,375 shares; 2023Q1: 23,375 shares; 2023Q2: 23,361 shares; 2023Q3: 23,361 shares; 2023Q4: 23,361 shares; 2024Q1: 23,361 shares 23,361 $386K <0.01% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,408 shares; 2022Q4: 9,288 shares; 2023Q1: 9,288 shares; 2023Q2: 16,190 shares; 2023Q3: 16,190 shares; 2023Q4: 16,190 shares; 2024Q1: 16,190 shares 16,190 $382K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 741 shares; 2023Q1: 741 shares; 2023Q2: 870 shares; 2023Q3: 835 shares; 2023Q4: 835 shares; 2024Q1: 1,732 shares 1,732 $380K <0.01% +897 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,882 shares; 2023Q1: 3,882 shares; 2023Q2: 4,797 shares; 2023Q3: 3,973 shares; 2023Q4: 5,472 shares; 2024Q1: 5,539 shares 5,539 $378K <0.01% +67 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,689 shares; 2023Q3: 1,995 shares; 2023Q4: 2,326 shares; 2024Q1: 2,329 shares 2,329 $377K <0.01% +3 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,424 shares; 2022Q4: 5,294 shares; 2023Q1: 5,294 shares; 2023Q2: 4,832 shares; 2023Q3: 4,798 shares; 2023Q4: 4,079 shares; 2024Q1: 4,052 shares 4,052 $376K <0.01% -27 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,143 shares; 2022Q4: 8,991 shares; 2023Q1: 8,991 shares; 2023Q2: 8,463 shares; 2023Q3: 8,603 shares; 2023Q4: 8,471 shares; 2024Q1: 8,501 shares 8,501 $375K <0.01% +30 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; 2022Q2: restricted; 2022Q3: 15,854 shares; 2022Q4: 15,864 shares; 2023Q1: 15,864 shares; 2023Q2: 15,864 shares; 2023Q3: 17,034 shares; 2023Q4: 16,265 shares; 2024Q1: 16,265 shares 16,265 $374K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,829 shares; 2022Q4: 1,587 shares; 2023Q1: 1,587 shares; 2023Q2: 1,592 shares; 2023Q3: 1,629 shares; 2023Q4: 1,663 shares; 2024Q1: 1,939 shares 1,939 $371K <0.01% +276 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 434 shares; 2023Q1: 434 shares; 2023Q2: 434 shares; 2023Q3: 435 shares; 2023Q4: 438 shares; 2024Q1: 438 shares 438 $371K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,442 shares; 2023Q3: 8,957 shares; 2023Q4: 9,170 shares; 2024Q1: 7,345 shares 7,345 $368K <0.01% -1,825 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,574 shares; 2023Q1: 4,574 shares; 2023Q2: 5,006 shares; 2023Q3: 4,879 shares; 2023Q4: 7,300 shares; 2024Q1: 5,380 shares 5,380 $367K <0.01% -1,920 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,824 shares; 2023Q1: 1,824 shares; 2023Q2: 2,523 shares; 2023Q3: 2,403 shares; 2023Q4: 1,894 shares; 2024Q1: 2,793 shares 2,793 $364K <0.01% +899 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,872 shares; 2023Q4: 14,872 shares; 2024Q1: 14,888 shares 14,888 $358K <0.01% +16 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,757 shares; 2022Q4: 5,721 shares; 2023Q1: 5,721 shares; 2023Q2: 6,429 shares; 2023Q3: 6,405 shares; 2023Q4: 5,456 shares; 2024Q1: 6,155 shares 6,155 $358K <0.01% +699 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,362 shares; 2023Q3: 3,426 shares; 2023Q4: 3,535 shares; 2024Q1: 3,930 shares 3,930 $357K <0.01% +395 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,897 shares; 2022Q4: 4,897 shares; 2023Q1: 4,897 shares; 2023Q2: 6,903 shares; 2023Q3: 6,461 shares; 2023Q4: 7,896 shares; 2024Q1: 4,946 shares 4,946 $357K <0.01% -2,950 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,036 shares; 2023Q4: 21,968 shares; 2024Q1: 23,043 shares 23,043 $355K <0.01% +1,075 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5,124 shares; 2023Q1: 5,124 shares; 2023Q2: 6,931 shares; 2023Q3: 6,793 shares; 2023Q4: 7,347 shares; 2024Q1: 9,163 shares 9,163 $354K <0.01% +1,816 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 14,321 shares; 2023Q1: 14,321 shares; 2023Q2: 14,292 shares; 2023Q3: 14,292 shares; 2023Q4: 14,292 shares; 2024Q1: 14,292 shares 14,292 $348K <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; 2022Q2: restricted; 2022Q3: 4,614 shares; 2022Q4: 4,614 shares; 2023Q1: 4,614 shares; 2023Q2: 5,075 shares; 2023Q3: 4,814 shares; 2023Q4: 3,843 shares; 2024Q1: 3,968 shares 3,968 $347K <0.01% +125 Timeline ETF SER SOLUTIONS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13,308 shares; 2023Q3: 13,308 shares; 2023Q4: 14,708 shares; 2024Q1: 14,708 shares 14,708 $347K <0.01% 0 PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,029 shares; 2024Q1: 15,029 shares 15,029 $347K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,185 shares; 2024Q1: 2,997 shares 2,997 $346K <0.01% +812 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,267 shares; 2024Q1: 6,328 shares 6,328 $346K <0.01% +61 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 474 shares 474 $342K <0.01% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,633 shares; 2022Q4: 8,633 shares; 2023Q1: 8,633 shares; 2023Q2: 8,416 shares; 2023Q3: 8,965 shares; 2023Q4: 8,347 shares; 2024Q1: 8,347 shares 8,347 $342K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,071 shares; 2023Q3: 3,248 shares; 2023Q4: 3,292 shares; 2024Q1: 3,591 shares 3,591 $341K <0.01% +299 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 38,255 shares; 2022Q4: 28,969 shares; 2023Q1: 28,969 shares; 2023Q2: 36,166 shares; 2023Q3: 37,583 shares; 2023Q4: 37,140 shares; 2024Q1: 39,044 shares 39,044 $341K <0.01% +1,904 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,884 shares; 2023Q3: 13,640 shares; 2023Q4: 14,671 shares; 2024Q1: 8,556 shares 8,556 $339K <0.01% -6,115 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,578 shares; 2022Q4: 5,225 shares; 2023Q1: 5,225 shares; 2023Q2: 4,479 shares; 2023Q3: 4,591 shares; 2023Q4: 4,622 shares; 2024Q1: 4,567 shares 4,567 $339K <0.01% -55 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,134 shares; 2023Q3: 3,701 shares; 2023Q4: 3,653 shares; 2024Q1: 3,870 shares 3,870 $338K <0.01% +217 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,690 shares 5,690 $337K <0.01% new 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; 2022Q2: restricted; 2022Q3: 2,135 shares; 2022Q4: 2,067 shares; 2023Q1: 2,067 shares; 2023Q2: 2,451 shares; 2023Q3: 2,419 shares; 2023Q4: 3,256 shares; 2024Q1: 3,181 shares 3,181 $336K <0.01% -75 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,592 shares; 2022Q4: 2,840 shares; 2023Q1: 2,840 shares; 2023Q2: 2,399 shares; 2023Q3: 2,190 shares; 2023Q4: 3,427 shares; 2024Q1: 2,449 shares 2,449 $336K <0.01% -978 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 730 shares; 2023Q1: 730 shares; 2023Q2: 747 shares; 2023Q3: 791 shares; 2023Q4: 855 shares; 2024Q1: 852 shares 852 $335K <0.01% -3 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 8,200 shares; 2023Q1: 8,200 shares; 2023Q2: 8,850 shares; 2023Q3: 8,350 shares; 2023Q4: 8,350 shares; 2024Q1: 8,200 shares 8,200 $334K <0.01% -150 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,020 shares; 2023Q1: 3,020 shares; 2023Q2: 1,821 shares; 2023Q3: not reported; 2023Q4: 1,879 shares; 2024Q1: 2,132 shares 2,132 $334K <0.01% +253 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,449 shares; 2022Q4: 4,399 shares; 2023Q1: 4,399 shares; 2023Q2: 11,271 shares; 2023Q3: 5,508 shares; 2023Q4: not reported; 2024Q1: 4,292 shares 4,292 $332K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,978 shares; 2022Q4: 10,004 shares; 2023Q1: 10,004 shares; 2023Q2: 10,020 shares; 2023Q3: 8,843 shares; 2023Q4: 7,930 shares; 2024Q1: 10,031 shares 10,031 $331K <0.01% +2,101 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,444 shares; 2022Q4: 3,950 shares; 2023Q1: 3,950 shares; 2023Q2: 4,142 shares; 2023Q3: 3,205 shares; 2023Q4: 2,746 shares; 2024Q1: 2,680 shares 2,680 $330K <0.01% -66 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,702 shares; 2023Q1: 3,702 shares; 2023Q2: 2,959 shares; 2023Q3: 3,167 shares; 2023Q4: 3,117 shares; 2024Q1: 3,452 shares 3,452 $328K <0.01% +335 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,332 shares; 2023Q4: 2,332 shares; 2024Q1: 2,647 shares 2,647 $326K <0.01% +315 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,076 shares; 2023Q3: 2,082 shares; 2023Q4: 1,963 shares; 2024Q1: 1,943 shares 1,943 $325K <0.01% -20 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,879 shares; 2023Q3: 8,921 shares; 2023Q4: 9,685 shares; 2024Q1: 9,687 shares 9,687 $324K <0.01% +2 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,474 shares; 2023Q3: 3,859 shares; 2023Q4: 3,703 shares; 2024Q1: 3,080 shares 3,080 $324K <0.01% -623 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,838 shares; 2023Q4: 6,891 shares; 2024Q1: 7,068 shares 7,068 $321K <0.01% +177 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,356 shares 3,356 $320K <0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,928 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13,107 shares; 2023Q3: 15,771 shares; 2023Q4: 16,077 shares; 2024Q1: 17,367 shares 17,367 $319K <0.01% +1,290 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,530 shares; 2022Q4: 1,591 shares; 2023Q1: 1,591 shares; 2023Q2: 1,724 shares; 2023Q3: 1,737 shares; 2023Q4: 2,008 shares; 2024Q1: 1,881 shares 1,881 $318K <0.01% -127 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,468 shares; 2023Q3: 6,663 shares; 2023Q4: 6,280 shares; 2024Q1: 6,118 shares 6,118 $316K <0.01% -162 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 471 shares; 2023Q3: 501 shares; 2023Q4: 498 shares; 2024Q1: 552 shares 552 $316K <0.01% +54 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,124 shares; 2022Q4: 14,124 shares; 2023Q1: 14,124 shares; 2023Q2: 14,064 shares; 2023Q3: 14,064 shares; 2023Q4: 14,064 shares; 2024Q1: 15,103 shares 15,103 $313K <0.01% +1,039 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 657 shares; 2022Q4: 651 shares; 2023Q1: 651 shares; 2023Q2: 782 shares; 2023Q3: 732 shares; 2023Q4: 728 shares; 2024Q1: 731 shares 731 $311K <0.01% +3 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,325 shares; 2022Q4: 2,469 shares; 2023Q1: 2,469 shares; 2023Q2: 2,420 shares; 2023Q3: 2,314 shares; 2023Q4: 2,396 shares; 2024Q1: 2,907 shares 2,907 $310K <0.01% +511 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,996 shares; 2023Q3: 2,301 shares; 2023Q4: 2,280 shares; 2024Q1: 2,315 shares 2,315 $308K <0.01% +35 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,773 shares; 2022Q4: 1,247 shares; 2023Q1: 1,247 shares; 2023Q2: 1,980 shares; 2023Q3: 1,664 shares; 2023Q4: 1,825 shares; 2024Q1: 2,069 shares 2,069 $308K <0.01% +244 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,285 shares; 2023Q3: 4,318 shares; 2023Q4: 4,280 shares; 2024Q1: 4,281 shares 4,281 $306K <0.01% +1 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; 2022Q2: restricted; 2022Q3: 4,035 shares; 2022Q4: 3,417 shares; 2023Q1: 3,417 shares; 2023Q2: 3,417 shares; 2023Q3: 3,587 shares; 2023Q4: 4,010 shares; 2024Q1: 4,625 shares 4,625 $305K <0.01% +615 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,971 shares; 2022Q4: 13,209 shares; 2023Q1: 13,209 shares; 2023Q2: 12,233 shares; 2023Q3: 11,920 shares; 2023Q4: 12,832 shares; 2024Q1: 14,452 shares 14,452 $304K <0.01% +1,620 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,661 shares 6,661 $304K <0.01% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,300 shares; 2024Q1: 6,300 shares 6,300 $304K <0.01% 0 Timeline DJTWW TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,010 shares 11,010 $302K <0.01% new Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,326 shares; 2023Q3: 4,445 shares; 2023Q4: 4,249 shares; 2024Q1: 4,254 shares 4,254 $302K <0.01% +5 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,409 shares 7,409 $298K <0.01% new Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25,901 shares; 2024Q1: 25,901 shares 25,901 $298K <0.01% 0 Timeline PSI 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,750 shares; 2023Q3: 5,250 shares; 2023Q4: 5,250 shares; 2024Q1: 5,250 shares 5,250 $296K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,082 shares; 2022Q4: 4,539 shares; 2023Q1: 4,539 shares; 2023Q2: 5,396 shares; 2023Q3: 5,194 shares; 2023Q4: 5,609 shares; 2024Q1: 4,092 shares 4,092 $296K <0.01% -1,517 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,768 shares; 2024Q1: 6,466 shares 6,466 $293K <0.01% -1,302 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,724 shares 4,724 $293K <0.01% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 11,962 shares; 2023Q1: 11,962 shares; 2023Q2: 12,934 shares; 2023Q3: 11,962 shares; 2023Q4: 12,412 shares; 2024Q1: 12,611 shares 12,611 $293K <0.01% +199 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,101 shares; 2023Q3: 1,222 shares; 2023Q4: 1,064 shares; 2024Q1: 1,201 shares 1,201 $292K <0.01% +137 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,115 shares; 2023Q3: 8,115 shares; 2023Q4: 8,114 shares; 2024Q1: 8,863 shares 8,863 $292K <0.01% +749 Timeline PWV 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; 2022Q2: restricted; 2022Q3: 5,123 shares; 2022Q4: 5,123 shares; 2023Q1: 5,123 shares; 2023Q2: 5,123 shares; 2023Q3: 5,123 shares; 2023Q4: 5,123 shares; 2024Q1: 5,123 shares 5,123 $290K <0.01% 0 Timeline VIOV 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; 2022Q2: restricted; 2022Q3: 1,822 shares; 2022Q4: 1,690 shares; 2023Q1: 1,690 shares; 2023Q2: 3,523 shares; 2023Q3: 3,535 shares; 2023Q4: 3,553 shares; 2024Q1: 3,274 shares 3,274 $289K <0.01% -279 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,363 shares; 2024Q1: 7,691 shares 7,691 $287K <0.01% +328 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,870 shares; 2023Q4: 6,870 shares; 2024Q1: 6,870 shares 6,870 $285K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,864 shares; 2022Q4: 1,962 shares; 2023Q1: 1,962 shares; 2023Q2: 1,962 shares; 2023Q3: 1,916 shares; 2023Q4: 1,696 shares; 2024Q1: 1,731 shares 1,731 $284K <0.01% +35 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,213 shares; 2023Q3: 6,947 shares; 2023Q4: 5,832 shares; 2024Q1: 6,713 shares 6,713 $281K <0.01% +881 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,887 shares 6,887 $279K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,787 shares; 2023Q1: 2,787 shares; 2023Q2: 3,542 shares; 2023Q3: 2,979 shares; 2023Q4: 2,987 shares; 2024Q1: 2,746 shares 2,746 $278K <0.01% -241 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,577 shares; 2022Q4: 4,456 shares; 2023Q1: 4,456 shares; 2023Q2: 4,215 shares; 2023Q3: 4,666 shares; 2023Q4: 3,933 shares; 2024Q1: 4,657 shares 4,657 $278K <0.01% +724 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,223 shares 3,223 $278K <0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,404 shares; 2024Q1: 5,465 shares 5,465 $277K <0.01% +1,061 Timeline SUMMIT FINL GROUP INC SUMMIT FINL GROUP INC More: the full row for SUMMIT FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,200 shares; 2022Q4: 10,200 shares; 2023Q1: 10,200 shares; 2023Q2: 10,200 shares; 2023Q3: 10,200 shares; 2023Q4: 10,200 shares; 2024Q1: 10,200 shares 10,200 $277K <0.01% 0 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; 2022Q2: restricted; 2022Q3: 1,429 shares; 2022Q4: 1,468 shares; 2023Q1: 1,468 shares; 2023Q2: 1,374 shares; 2023Q3: not reported; 2023Q4: 1,425 shares; 2024Q1: 1,419 shares 1,419 $277K <0.01% -6 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,027 shares; 2024Q1: 5,379 shares 5,379 $276K <0.01% +352 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,180 shares; 2023Q4: 4,980 shares; 2024Q1: 5,221 shares 5,221 $276K <0.01% +241 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,147 shares; 2022Q4: 7,131 shares; 2023Q1: 7,131 shares; 2023Q2: 7,131 shares; 2023Q3: not reported; 2023Q4: 6,842 shares; 2024Q1: 6,835 shares 6,835 $274K <0.01% -7 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,139 shares; 2023Q4: 3,179 shares; 2024Q1: 3,203 shares 3,203 $274K <0.01% +24 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,242 shares; 2023Q3: not reported; 2023Q4: 1,791 shares; 2024Q1: 2,082 shares 2,082 $273K <0.01% +291 PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,305 shares; 2024Q1: 2,202 shares 2,202 $273K <0.01% -103 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,489 shares; 2024Q1: 1,656 shares 1,656 $272K <0.01% +167 Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 101,548 shares; 2023Q1: 101,548 shares; 2023Q2: 100,000 shares; 2023Q3: 100,000 shares; 2023Q4: 100,000 shares; 2024Q1: 100,000 shares 100,000 $270K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,651 shares; 2022Q4: 2,014 shares; 2023Q1: 2,014 shares; 2023Q2: 2,022 shares; 2023Q3: 2,042 shares; 2023Q4: 2,064 shares; 2024Q1: 2,044 shares 2,044 $269K <0.01% -20 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,660 shares; 2023Q1: 1,660 shares; 2023Q2: 1,925 shares; 2023Q3: 1,935 shares; 2023Q4: 1,963 shares; 2024Q1: 2,103 shares 2,103 $269K <0.01% +140 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 10,743 shares; 2023Q1: 10,743 shares; 2023Q2: 10,575 shares; 2023Q3: not reported; 2023Q4: 12,021 shares; 2024Q1: 12,975 shares 12,975 $267K <0.01% +954 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,334 shares; 2023Q1: 2,334 shares; 2023Q2: 2,411 shares; 2023Q3: 2,396 shares; 2023Q4: 2,953 shares; 2024Q1: 2,360 shares 2,360 $266K <0.01% -593 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,018 shares 1,018 $265K <0.01% new Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,081 shares; 2022Q4: 4,081 shares; 2023Q1: 4,081 shares; 2023Q2: 4,104 shares; 2023Q3: 3,666 shares; 2023Q4: 3,666 shares; 2024Q1: 3,676 shares 3,676 $265K <0.01% +10 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,283 shares; 2023Q3: 4,578 shares; 2023Q4: 4,869 shares; 2024Q1: 3,714 shares 3,714 $263K <0.01% -1,155 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; 2022Q2: restricted; 2022Q3: 1,850 shares; 2022Q4: 1,611 shares; 2023Q1: 1,611 shares; 2023Q2: 1,445 shares; 2023Q3: 2,119 shares; 2023Q4: 1,942 shares; 2024Q1: 1,772 shares 1,772 $260K <0.01% -170 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,854 shares 5,854 $260K <0.01% new Timeline BIO-B 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; 2022Q2: restricted; 2022Q3: 760 shares; 2022Q4: 760 shares; 2023Q1: 760 shares; 2023Q2: 760 shares; 2023Q3: 760 shares; 2023Q4: 760 shares; 2024Q1: 760 shares 760 $259K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 79,838 shares; 2023Q3: 80,217 shares; 2023Q4: 54,160 shares; 2024Q1: 4,487 shares 4,487 $259K <0.01% -49,673 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,121 shares 2,121 $259K <0.01% new Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,373 shares; 2023Q1: 4,373 shares; 2023Q2: 4,373 shares; 2023Q3: 4,373 shares; 2023Q4: 4,373 shares; 2024Q1: 4,373 shares 4,373 $257K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,329 shares 3,329 $256K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,864 shares; 2022Q4: 9,851 shares; 2023Q1: 9,851 shares; 2023Q2: 10,638 shares; 2023Q3: 10,304 shares; 2023Q4: 10,588 shares; 2024Q1: 9,280 shares 9,280 $255K <0.01% -1,308 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,353 shares; 2023Q1: 2,353 shares; 2023Q2: 2,270 shares; 2023Q3: 2,283 shares; 2023Q4: 2,285 shares; 2024Q1: 2,311 shares 2,311 $255K <0.01% +26 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,124 shares 1,124 $254K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,576 shares; 2023Q1: 4,576 shares; 2023Q2: 4,822 shares; 2023Q3: 5,313 shares; 2023Q4: 4,698 shares; 2024Q1: 5,209 shares 5,209 $253K <0.01% +511 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,292 shares; 2023Q3: 2,452 shares; 2023Q4: 2,409 shares; 2024Q1: 2,455 shares 2,455 $251K <0.01% +46 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,705 shares; 2023Q3: 1,705 shares; 2023Q4: 1,812 shares; 2024Q1: 1,590 shares 1,590 $248K <0.01% -222 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,582 shares 2,582 $248K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,557 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,816 shares; 2023Q3: not reported; 2023Q4: 1,584 shares; 2024Q1: 1,717 shares 1,717 $247K <0.01% +133 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,940 shares 4,940 $247K <0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,595 shares; 2023Q3: 8,157 shares; 2023Q4: not reported; 2024Q1: 8,885 shares 8,885 $247K <0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,614 shares; 2024Q1: 1,262 shares 1,262 $246K <0.01% -352 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,043 shares; 2022Q4: 6,829 shares; 2023Q1: 6,829 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,187 shares 4,187 $245K <0.01% new Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,787 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,048 shares 3,048 $244K <0.01% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,810 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9,837 shares; 2023Q3: 9,916 shares; 2023Q4: 10,193 shares; 2024Q1: 9,393 shares 9,393 $244K <0.01% -800 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,170 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,160 shares; 2023Q3: 3,278 shares; 2023Q4: 3,251 shares; 2024Q1: 3,321 shares 3,321 $243K <0.01% +70 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,591 shares; 2024Q1: 2,296 shares 2,296 $243K <0.01% -1,295 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,293 shares; 2024Q1: 3,663 shares 3,663 $243K <0.01% +2,370 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,326 shares 1,326 $243K <0.01% new Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,922 shares; 2022Q4: 5,922 shares; 2023Q1: 5,922 shares; 2023Q2: 5,439 shares; 2023Q3: not reported; 2023Q4: 5,347 shares; 2024Q1: 5,354 shares 5,354 $242K <0.01% +7 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,234 shares; 2022Q4: 16,265 shares; 2023Q1: 16,265 shares; 2023Q2: 14,400 shares; 2023Q3: 14,446 shares; 2023Q4: 14,467 shares; 2024Q1: 14,378 shares 14,378 $241K <0.01% -89 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 938 shares; 2024Q1: 942 shares 942 $241K <0.01% +4 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,110 shares 6,110 $240K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,543 shares; 2023Q4: 16,159 shares; 2024Q1: 15,136 shares 15,136 $239K <0.01% -1,023 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,253 shares; 2022Q4: 3,049 shares; 2023Q1: 3,049 shares; 2023Q2: 2,504 shares; 2023Q3: not reported; 2023Q4: 2,904 shares; 2024Q1: 2,911 shares 2,911 $239K <0.01% +7 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 716 shares 716 $239K <0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 10,285 shares; 2023Q1: 10,285 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,015 shares; 2024Q1: 9,029 shares 9,029 $238K <0.01% +14 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,616 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,220 shares 1,220 $238K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,053 shares; 2024Q1: 747 shares 747 $237K <0.01% -306 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,201 shares 5,201 $232K <0.01% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,286 shares; 2024Q1: 4,306 shares 4,306 $232K <0.01% +20 Timeline AVADEL PHARMACEUTICALS, PLC AVADEL PHARMACEUTICALS, PLC More: the full row for AVADEL PHARMACEUTICALS, PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,710 shares; 2022Q4: 13,710 shares; 2023Q1: 13,710 shares; 2023Q2: 13,710 shares; 2023Q3: 14,510 shares; 2023Q4: 13,710 shares; 2024Q1: 13,710 shares 13,710 $232K <0.01% 0 IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 632 shares; 2023Q4: 625 shares; 2024Q1: 2,715 shares 2,715 $232K <0.01% +2,090 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 12,266 shares; 2023Q1: 12,266 shares; 2023Q2: 11,929 shares; 2023Q3: 15,319 shares; 2023Q4: 16,183 shares; 2024Q1: 16,530 shares 16,530 $231K <0.01% +347 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,140 shares; 2023Q3: 2,008 shares; 2023Q4: 1,957 shares; 2024Q1: 1,826 shares 1,826 $230K <0.01% -131 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,888 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,562 shares; 2023Q4: 10,751 shares; 2024Q1: 12,754 shares 12,754 $229K <0.01% +2,003 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,402 shares; 2022Q4: 7,201 shares; 2023Q1: 7,201 shares; 2023Q2: 6,865 shares; 2023Q3: 5,313 shares; 2023Q4: not reported; 2024Q1: 5,342 shares 5,342 $228K <0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,092 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,125 shares; 2023Q3: 5,170 shares; 2023Q4: 5,170 shares; 2024Q1: 5,251 shares 5,251 $228K <0.01% +81 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,842 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,218 shares 2,218 $227K <0.01% new Timeline TDIV 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,255 shares 3,255 $227K <0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,788 shares 4,788 $225K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,194 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 828 shares 828 $225K <0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 19,393 shares; 2022Q4: 25,000 shares; 2023Q1: 25,000 shares; 2023Q2: 21,242 shares; 2023Q3: 16,112 shares; 2023Q4: 18,618 shares; 2024Q1: 16,059 shares 16,059 $225K <0.01% -2,559 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,925 shares 7,925 $224K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,505 shares 1,505 $224K <0.01% new Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,333 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,199 shares; 2023Q4: not reported; 2024Q1: 7,872 shares 7,872 $223K <0.01% new GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13,862 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,021 shares 7,021 $222K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,146 shares; 2022Q4: 2,483 shares; 2023Q1: 2,483 shares; 2023Q2: 4,268 shares; 2023Q3: 3,026 shares; 2023Q4: 2,847 shares; 2024Q1: 2,332 shares 2,332 $221K <0.01% -515 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 135 shares 135 $221K <0.01% new Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 926 shares 926 $218K <0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,675 shares; 2022Q4: 7,642 shares; 2023Q1: 7,642 shares; 2023Q2: 4,413 shares; 2023Q3: 4,808 shares; 2023Q4: 3,889 shares; 2024Q1: 3,590 shares 3,590 $218K <0.01% -299 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 715 shares 715 $218K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,032 shares; 2022Q4: 5,925 shares; 2023Q1: 5,925 shares; 2023Q2: 5,314 shares; 2023Q3: 5,277 shares; 2023Q4: 3,854 shares; 2024Q1: 3,848 shares 3,848 $217K <0.01% -6 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,750 shares 1,750 $216K <0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,077 shares 1,077 $214K <0.01% new Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,423 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,211 shares 3,211 $213K <0.01% new Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,775 shares; 2022Q4: 2,241 shares; 2023Q1: 2,241 shares; 2023Q2: 2,241 shares; 2023Q3: 2,241 shares; 2023Q4: not reported; 2024Q1: 2,239 shares 2,239 $212K <0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,360 shares; 2023Q3: 2,368 shares; 2023Q4: 1,749 shares; 2024Q1: 1,679 shares 1,679 $212K <0.01% -70 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,863 shares 4,863 $211K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,466 shares; 2024Q1: 2,367 shares 2,367 $210K <0.01% -99 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,440 shares 1,440 $210K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 12,301 shares; 2023Q1: 12,301 shares; 2023Q2: 4,209 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,370 shares 4,370 $209K <0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,038 shares 3,038 $208K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,956 shares; 2023Q3: 3,239 shares; 2023Q4: 3,117 shares; 2024Q1: 2,928 shares 2,928 $207K <0.01% -189 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,231 shares; 2024Q1: 1,276 shares 1,276 $206K <0.01% +45 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,126 shares 1,126 $205K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 251 shares; 2024Q1: 248 shares 248 $205K <0.01% -3 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,655 shares; 2023Q3: not reported; 2023Q4: 1,655 shares; 2024Q1: 1,655 shares 1,655 $205K <0.01% 0 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,809 shares 1,809 $204K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 66,113 shares; 2023Q3: 67,082 shares; 2023Q4: 44,612 shares; 2024Q1: 5,184 shares 5,184 $204K <0.01% -39,428 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,593 shares 4,593 $204K <0.01% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,594 shares; 2024Q1: 5,190 shares 5,190 $204K <0.01% -404 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,020 shares; 2023Q1: 3,020 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,352 shares 2,352 $204K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 822 shares 822 $204K <0.01% new Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,966 shares; 2022Q4: 7,637 shares; 2023Q1: 7,637 shares; 2023Q2: 7,903 shares; 2023Q3: 7,903 shares; 2023Q4: 7,403 shares; 2024Q1: 4,993 shares 4,993 $203K <0.01% -2,410 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,511 shares 3,511 $202K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,212 shares 4,212 $202K <0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 214 shares 214 $201K <0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 755 shares 755 $200K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 22,411 shares; 2022Q4: 21,155 shares; 2023Q1: 21,155 shares; 2023Q2: 20,013 shares; 2023Q3: 16,747 shares; 2023Q4: 13,483 shares; 2024Q1: 15,831 shares 15,831 $189K <0.01% +2,348 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,527 shares; 2023Q3: 10,474 shares; 2023Q4: not reported; 2024Q1: 19,370 shares 19,370 $184K <0.01% new NOM NUVEEN MO QUALITY MUN INCOME More: the full row for NUVEEN MO QUALITY MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,003 shares; 2022Q4: 17,208 shares; 2023Q1: 17,208 shares; 2023Q2: 17,421 shares; 2023Q3: 17,555 shares; 2023Q4: 17,655 shares; 2024Q1: 17,655 shares 17,655 $179K <0.01% 0 Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 142,934 shares 142,934 $167K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,750 shares; 2022Q4: 14,103 shares; 2023Q1: 14,103 shares; 2023Q2: 12,648 shares; 2023Q3: 12,876 shares; 2023Q4: 12,494 shares; 2024Q1: 15,087 shares 15,087 $166K <0.01% +2,593 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 42,410 shares; 2022Q4: 41,627 shares; 2023Q1: 41,627 shares; 2023Q2: 42,296 shares; 2023Q3: 38,459 shares; 2023Q4: 40,719 shares; 2024Q1: 40,817 shares 40,817 $158K <0.01% +98 WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,553 shares; 2022Q4: 11,282 shares; 2023Q1: 11,282 shares; 2023Q2: 15,682 shares; 2023Q3: 18,371 shares; 2023Q4: 18,303 shares; 2024Q1: 26,994 shares 26,994 $155K <0.01% +8,691 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,013 shares 11,013 $154K <0.01% new Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,876 shares; 2023Q3: 11,094 shares; 2023Q4: 11,094 shares; 2024Q1: 11,094 shares 11,094 $153K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 30,243 shares; 2022Q4: 30,295 shares; 2023Q1: 30,295 shares; 2023Q2: 16,776 shares; 2023Q3: 16,834 shares; 2023Q4: 15,450 shares; 2024Q1: 15,567 shares 15,567 $141K <0.01% +117 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; 2022Q2: restricted; 2022Q3: 10,483 shares; 2022Q4: 12,822 shares; 2023Q1: 12,822 shares; 2023Q2: 14,241 shares; 2023Q3: 10,453 shares; 2023Q4: 11,645 shares; 2024Q1: 12,596 shares 12,596 $138K <0.01% +951 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; 2022Q2: restricted; 2022Q3: 13,266 shares; 2022Q4: 10,652 shares; 2023Q1: 10,652 shares; 2023Q2: 11,880 shares; 2023Q3: 11,365 shares; 2023Q4: 11,486 shares; 2024Q1: 11,461 shares 11,461 $136K <0.01% -25 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 28,293 shares; 2023Q1: 28,293 shares; 2023Q2: 28,425 shares; 2023Q3: 28,425 shares; 2023Q4: 27,200 shares; 2024Q1: 26,845 shares 26,845 $130K <0.01% -355 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15,000 shares; 2023Q3: 15,000 shares; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares 15,000 $129K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 26,099 shares; 2022Q4: 25,346 shares; 2023Q1: 25,346 shares; 2023Q2: 13,641 shares; 2023Q3: 12,758 shares; 2023Q4: 13,060 shares; 2024Q1: 16,754 shares 16,754 $122K <0.01% +3,694 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; 2022Q2: restricted; 2022Q3: 19,424 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,198 shares; 2023Q3: 10,350 shares; 2023Q4: 10,403 shares; 2024Q1: 10,122 shares 10,122 $119K <0.01% -281 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,000 shares; 2022Q4: 23,341 shares; 2023Q1: 23,341 shares; 2023Q2: 23,341 shares; 2023Q3: 52,456 shares; 2023Q4: 52,456 shares; 2024Q1: 52,456 shares 52,456 $118K <0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 19,035 shares; 2022Q4: 19,135 shares; 2023Q1: 19,135 shares; 2023Q2: 19,035 shares; 2023Q3: 14,035 shares; 2023Q4: 14,035 shares; 2024Q1: 14,035 shares 14,035 $116K <0.01% 0 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 17,355 shares; 2023Q1: 17,355 shares; 2023Q2: 17,355 shares; 2023Q3: 17,355 shares; 2023Q4: 17,355 shares; 2024Q1: 17,355 shares 17,355 $111K <0.01% 0 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 50,000 shares; 2022Q4: 50,000 shares; 2023Q1: 50,000 shares; 2023Q2: 50,000 shares; 2023Q3: 50,000 shares; 2023Q4: 50,000 shares; 2024Q1: 50,000 shares 50,000 $108K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25,313 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 12,280 shares; 2023Q3: 12,747 shares; 2023Q4: 12,418 shares; 2024Q1: 10,790 shares 10,790 $91.6K <0.01% -1,628 Timeline INFINERA CORP INFINERA CORP More: the full row for INFINERA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 21,906 shares; 2022Q4: 22,227 shares; 2023Q1: 22,227 shares; 2023Q2: 21,621 shares; 2023Q3: 21,621 shares; 2023Q4: 14,921 shares; 2024Q1: 14,921 shares 14,921 $90K <0.01% 0 SIEB SIEBERT FINL CORP More: the full row for SIEBERT FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 36,800 shares 36,800 $77.6K <0.01% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,143 shares; 2024Q1: 12,143 shares 12,143 $73.5K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,806 shares; 2022Q4: 11,569 shares; 2023Q1: 11,569 shares; 2023Q2: 11,569 shares; 2023Q3: 11,730 shares; 2023Q4: 12,570 shares; 2024Q1: 11,819 shares 11,819 $72.5K <0.01% -751 Timeline SMART FOR LIFE INC COM NEW SMART FOR LIFE INC COM NEW More: the full row for SMART FOR LIFE INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 110,067 shares 110,067 $68.4K <0.01% new ARCADIUM LITHIUM PLC ARCADIUM LITHIUM PLC More: the full row for ARCADIUM LITHIUM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,671 shares 15,671 $67.5K <0.01% new GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,198 shares; 2023Q3: 20,000 shares; 2023Q4: 20,000 shares; 2024Q1: 20,280 shares 20,280 $66.9K <0.01% +280 Timeline AMTX AEMETIS INC More: the full row for AEMETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 10,740 shares; 2023Q1: 10,740 shares; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares 10,000 $59.9K <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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 25,767 shares; 2023Q3: 26,192 shares; 2023Q4: 46,200 shares; 2024Q1: 19,536 shares 19,536 $59.6K <0.01% -26,664 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 20,789 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 23,091 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,675 shares 10,675 $47.1K <0.01% new Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,000 shares; 2022Q4: 14,000 shares; 2023Q1: 14,000 shares; 2023Q2: 14,000 shares; 2023Q3: 14,000 shares; 2023Q4: 14,300 shares; 2024Q1: 14,300 shares 14,300 $46.6K <0.01% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,720 shares; 2022Q4: 17,720 shares; 2023Q1: 17,720 shares; 2023Q2: 17,720 shares; 2023Q3: 17,720 shares; 2023Q4: 17,720 shares; 2024Q1: 17,720 shares 17,720 $45.7K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,167 shares; 2024Q1: 16,167 shares 16,167 $45.6K <0.01% +3,000 Timeline NRDY NERDY INC More: the full row for NERDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,354 shares; 2022Q4: 19,415 shares; 2023Q1: 19,415 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,954 shares; 2024Q1: 14,954 shares 14,954 $43.5K <0.01% 0 Timeline MATTERPORT INC MATTERPORT INC More: the full row for MATTERPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,002 shares; 2022Q4: 23,002 shares; 2023Q1: 23,002 shares; 2023Q2: 23,002 shares; 2023Q3: 23,002 shares; 2023Q4: 24,502 shares; 2024Q1: 19,052 shares 19,052 $43.1K <0.01% -5,450 ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,895 shares; 2022Q4: 15,709 shares; 2023Q1: 15,709 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,042 shares; 2024Q1: 13,596 shares 13,596 $33.7K <0.01% -1,446 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,234 shares; 2022Q4: 13,234 shares; 2023Q1: 13,234 shares; 2023Q2: 13,234 shares; 2023Q3: 13,234 shares; 2023Q4: 13,234 shares; 2024Q1: 13,234 shares 13,234 $31.6K <0.01% 0 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,371 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 23,453 shares; 2023Q3: 23,650 shares; 2023Q4: not reported; 2024Q1: 15,309 shares 15,309 $30K <0.01% new Timeline PERF PERFECT CORP More: the full row for PERFECT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,375 shares; 2024Q1: 11,375 shares 11,375 $28.2K <0.01% 0 Timeline JOB GEE GROUP INC More: the full row for GEE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 75,334 shares; 2022Q4: 75,334 shares; 2023Q1: 75,334 shares; 2023Q2: 75,334 shares; 2023Q3: 75,334 shares; 2023Q4: 75,334 shares; 2024Q1: 75,334 shares 75,334 $27.1K <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 18,402 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,936 shares 14,936 $23.3K <0.01% new Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,388 shares 10,388 $20.5K <0.01% new Timeline