AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,230 shares; 2024Q4: 50,178 shares; 2025Q1: 48,279 shares; 2025Q2: 47,886 shares; 2025Q3: 51,780 shares; 2025Q4: 48,500 shares; 2026Q1: 46,573 shares 46,573 $11.8M 4.81% -1,927 Timeline PPIH PERMA-PIPE INTL HLDGS INC More: the full row for PERMA-PIPE INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,996 shares; 2024Q4: 227,596 shares; 2025Q1: 226,096 shares; 2025Q2: 241,154 shares; 2025Q3: 241,154 shares; 2025Q4: 235,238 shares; 2026Q1: 234,238 shares 234,238 $6.98M 2.84% -1,000 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,367 shares; 2024Q4: 9,258 shares; 2025Q1: 9,262 shares; 2025Q2: 9,206 shares; 2025Q3: 8,736 shares; 2025Q4: 8,599 shares; 2026Q1: 8,180 shares 8,180 $5.8M 2.36% -419 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,700 shares; 2024Q4: 73,960 shares; 2025Q1: 73,210 shares; 2025Q2: 72,810 shares; 2025Q3: 72,710 shares; 2025Q4: 73,235 shares; 2026Q1: 118,570 shares 118,570 $5.74M 2.33% +45,335 Timeline PLBC PLUMAS BANCORP More: the full row for PLUMAS BANCORP 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: 105,684 shares; 2025Q4: 106,283 shares; 2026Q1: 106,283 shares 106,283 $5.19M 2.11% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,399 shares; 2024Q4: 33,999 shares; 2025Q1: 33,999 shares; 2025Q2: 33,299 shares; 2025Q3: 33,299 shares; 2025Q4: 32,149 shares; 2026Q1: 29,279 shares 29,279 $4.8M 1.95% -2,870 Timeline SSBI SUMMIT ST BK SANTA ROSA CALI More: the full row for SUMMIT ST BK SANTA ROSA CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,469 shares; 2024Q4: 247,670 shares; 2025Q1: 313,104 shares; 2025Q2: 349,264 shares; 2025Q3: 349,314 shares; 2025Q4: 346,813 shares; 2026Q1: 347,063 shares 347,063 $4.64M 1.89% +250 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,829 shares; 2025Q2: 7,979 shares; 2025Q3: 17,904 shares; 2025Q4: 28,395 shares; 2026Q1: 43,934 shares 43,934 $4.42M 1.8% +15,539 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 14,633 shares; 2025Q1: 14,295 shares; 2025Q2: 14,024 shares; 2025Q3: 13,221 shares; 2025Q4: 13,144 shares; 2026Q1: 12,921 shares 12,921 $3.91M 1.59% -223 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,261 shares; 2024Q4: 236,011 shares; 2025Q1: 232,911 shares; 2025Q2: 226,028 shares; 2025Q3: 223,353 shares; 2025Q4: 212,303 shares; 2026Q1: 212,303 shares 212,303 $3.65M 1.48% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,431 shares; 2024Q4: 20,440 shares; 2025Q1: 18,668 shares; 2025Q2: 17,162 shares; 2025Q3: 17,007 shares; 2025Q4: 16,949 shares; 2026Q1: 16,812 shares 16,812 $3.48M 1.41% -137 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,304 shares; 2025Q1: 6,685 shares; 2025Q2: 6,615 shares; 2025Q3: 6,470 shares; 2025Q4: 6,501 shares; 2026Q1: 7,114 shares 7,114 $3.41M 1.39% +613 Timeline IVV 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: 5,009 shares; 2024Q4: 4,999 shares; 2025Q1: 4,937 shares; 2025Q2: 4,932 shares; 2025Q3: 4,846 shares; 2025Q4: 4,846 shares; 2026Q1: 4,821 shares 4,821 $3.15M 1.28% -25 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,972 shares; 2025Q1: 13,115 shares; 2025Q2: 14,183 shares; 2025Q3: 14,394 shares; 2025Q4: 14,463 shares; 2026Q1: 14,211 shares 14,211 $3.06M 1.24% -252 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,306 shares; 2024Q4: 21,306 shares; 2025Q1: 21,206 shares; 2025Q2: 20,846 shares; 2025Q3: 20,846 shares; 2025Q4: 19,996 shares; 2026Q1: 19,996 shares 19,996 $3.02M 1.23% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,217 shares; 2025Q1: 3,104 shares; 2025Q2: 3,074 shares; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares; 2026Q1: 3,013 shares 3,013 $3M 1.22% -35 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,339 shares; 2024Q4: 17,439 shares; 2025Q1: 17,439 shares; 2025Q2: 17,239 shares; 2025Q3: 17,239 shares; 2025Q4: 16,639 shares; 2026Q1: 12,939 shares 12,939 $2.8M 1.14% -3,700 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,660 shares; 2024Q4: 9,376 shares; 2025Q1: 8,973 shares; 2025Q2: 8,656 shares; 2025Q3: 7,612 shares; 2025Q4: 7,306 shares; 2026Q1: 7,279 shares 7,279 $2.69M 1.1% -27 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 10,110 shares; 2025Q1: 9,572 shares; 2025Q2: 9,488 shares; 2025Q3: 9,357 shares; 2025Q4: 9,226 shares; 2026Q1: 8,996 shares 8,996 $2.65M 1.08% -230 Timeline PKBK PARKE BANCORP INC More: the full row for PARKE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,415 shares; 2024Q4: 95,415 shares; 2025Q1: 94,510 shares; 2025Q2: 94,510 shares; 2025Q3: 94,510 shares; 2025Q4: 91,600 shares; 2026Q1: 91,336 shares 91,336 $2.59M 1.05% -264 Timeline BCML BAYCOM CORP More: the full row for BAYCOM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,047 shares; 2024Q4: 83,847 shares; 2025Q1: 82,619 shares; 2025Q2: 82,429 shares; 2025Q3: 80,315 shares; 2025Q4: 80,010 shares; 2026Q1: 80,010 shares 80,010 $2.38M 0.97% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,548 shares; 2024Q4: 15,609 shares; 2025Q1: 15,297 shares; 2025Q2: 13,980 shares; 2025Q3: 13,994 shares; 2025Q4: 13,988 shares; 2026Q1: 13,877 shares 13,877 $2.35M 0.96% -111 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,419 shares; 2025Q1: 7,409 shares; 2025Q2: 7,338 shares; 2025Q3: 7,338 shares; 2025Q4: 7,338 shares; 2026Q1: 7,338 shares 7,338 $2.22M 0.9% 0 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,666 shares; 2024Q4: 63,666 shares; 2025Q1: 63,405 shares; 2025Q2: 63,405 shares; 2025Q3: 63,405 shares; 2025Q4: 58,672 shares; 2026Q1: 58,322 shares 58,322 $2.13M 0.86% -350 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,127 shares; 2024Q4: 30,453 shares; 2025Q1: 29,277 shares; 2025Q2: 29,054 shares; 2025Q3: 28,051 shares; 2025Q4: 28,829 shares; 2026Q1: 27,051 shares 27,051 $2.1M 0.85% -1,778 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,394 shares; 2024Q4: 163,362 shares; 2025Q1: 157,402 shares; 2025Q2: 153,960 shares; 2025Q3: 144,203 shares; 2025Q4: 141,530 shares; 2026Q1: 141,072 shares 141,072 $2.01M 0.82% -458 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 9,224 shares; 2025Q1: 8,971 shares; 2025Q2: 8,839 shares; 2025Q3: 8,509 shares; 2025Q4: 8,420 shares; 2026Q1: 8,254 shares 8,254 $2M 0.81% -166 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,278 shares; 2024Q4: 6,278 shares; 2025Q1: 6,278 shares; 2025Q2: 6,128 shares; 2025Q3: 6,128 shares; 2025Q4: 6,128 shares; 2026Q1: 6,128 shares 6,128 $1.97M 0.8% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,902 shares; 2024Q4: 16,902 shares; 2025Q1: 16,902 shares; 2025Q2: 16,122 shares; 2025Q3: 15,720 shares; 2025Q4: 15,720 shares; 2026Q1: 15,720 shares 15,720 $1.86M 0.76% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,179 shares; 2024Q4: 65,670 shares; 2025Q1: 64,457 shares; 2025Q2: 65,226 shares; 2025Q3: 65,262 shares; 2025Q4: 63,951 shares; 2026Q1: 66,343 shares 66,343 $1.86M 0.76% +2,392 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,183 shares; 2025Q1: 3,189 shares; 2025Q2: 3,179 shares; 2025Q3: 3,135 shares; 2025Q4: 3,125 shares; 2026Q1: 3,115 shares 3,115 $1.78M 0.72% -10 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 10,105 shares; 2025Q1: 10,774 shares; 2025Q2: 11,024 shares; 2025Q3: 10,368 shares; 2025Q4: 10,585 shares; 2026Q1: 11,474 shares 11,474 $1.78M 0.72% +889 Timeline NEN NEW ENGLAND RLTY ASSOC LTD P More: the full row for NEW ENGLAND RLTY ASSOC LTD P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,376 shares; 2024Q4: 30,376 shares; 2025Q1: 30,426 shares; 2025Q2: 30,226 shares; 2025Q3: 30,226 shares; 2025Q4: 29,019 shares; 2026Q1: 29,019 shares 29,019 $1.75M 0.71% 0 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,705 shares; 2024Q4: 74,705 shares; 2025Q1: 74,077 shares; 2025Q2: 74,077 shares; 2025Q3: 74,077 shares; 2025Q4: 74,077 shares; 2026Q1: 74,077 shares 74,077 $1.73M 0.7% 0 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,887 shares; 2024Q4: 31,492 shares; 2025Q1: 29,492 shares; 2025Q2: 29,492 shares; 2025Q3: 29,492 shares; 2025Q4: 28,261 shares; 2026Q1: 28,261 shares 28,261 $1.71M 0.7% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 6,188 shares; 2025Q1: 6,257 shares; 2025Q2: 6,301 shares; 2025Q3: 6,351 shares; 2025Q4: 6,476 shares; 2026Q1: 6,519 shares 6,519 $1.58M 0.64% +43 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,058 shares; 2024Q4: 72,506 shares; 2025Q1: 71,506 shares; 2025Q2: 78,533 shares; 2025Q3: 78,233 shares; 2025Q4: 76,899 shares; 2026Q1: 76,899 shares 76,899 $1.57M 0.64% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,423 shares; 2025Q1: 6,458 shares; 2025Q2: 6,543 shares; 2025Q3: 6,556 shares; 2025Q4: 6,502 shares; 2026Q1: 6,405 shares 6,405 $1.57M 0.64% -97 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,500 shares; 2024Q4: 58,000 shares; 2025Q1: 57,000 shares; 2025Q2: 57,000 shares; 2025Q3: 103,215 shares; 2025Q4: 103,215 shares; 2026Q1: 103,285 shares 103,285 $1.52M 0.62% +70 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,614 shares; 2024Q4: 84,614 shares; 2025Q1: 84,614 shares; 2025Q2: 84,614 shares; 2025Q3: 84,614 shares; 2025Q4: 83,984 shares; 2026Q1: 83,984 shares 83,984 $1.45M 0.59% 0 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,102 shares; 2024Q4: 45,502 shares; 2025Q1: 44,202 shares; 2025Q2: 44,202 shares; 2025Q3: 43,702 shares; 2025Q4: 42,702 shares; 2026Q1: 35,802 shares 35,802 $1.43M 0.58% -6,900 Timeline AXR AMREP CORP More: the full row for AMREP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,572 shares; 2024Q4: 52,272 shares; 2025Q1: 50,772 shares; 2025Q2: 50,772 shares; 2025Q3: 50,522 shares; 2025Q4: 50,272 shares; 2026Q1: 49,472 shares 49,472 $1.39M 0.57% -800 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 3,400 shares; 2025Q2: 3,200 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,194 shares 3,194 $1.38M 0.56% +24 Timeline NAII NATURAL ALTERNATIVES INTL IN More: the full row for NATURAL ALTERNATIVES INTL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,475 shares; 2024Q4: 412,475 shares; 2025Q1: 420,890 shares; 2025Q2: 419,448 shares; 2025Q3: 418,949 shares; 2025Q4: 461,792 shares; 2026Q1: 498,792 shares 498,792 $1.31M 0.53% +37,000 Timeline INTG INTERGROUP CORP More: the full row for INTERGROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,468 shares; 2024Q4: 40,690 shares; 2025Q1: 40,690 shares; 2025Q2: 39,496 shares; 2025Q3: 39,496 shares; 2025Q4: 33,228 shares; 2026Q1: 33,228 shares 33,228 $1.29M 0.52% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,032 shares; 2024Q4: 26,154 shares; 2025Q1: 25,709 shares; 2025Q2: 25,666 shares; 2025Q3: 25,519 shares; 2025Q4: 24,476 shares; 2026Q1: 25,251 shares 25,251 $1.27M 0.52% +775 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 4,150 shares; 2025Q1: 5,894 shares; 2025Q2: 5,929 shares; 2025Q3: 6,104 shares; 2025Q4: 6,104 shares; 2026Q1: 6,060 shares 6,060 $1.26M 0.51% -44 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,050 shares; 2024Q4: 12,839 shares; 2025Q1: 14,005 shares; 2025Q2: 14,005 shares; 2025Q3: 13,639 shares; 2025Q4: 15,124 shares; 2026Q1: 24,264 shares 24,264 $1.2M 0.49% +9,140 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,936 shares; 2024Q4: 33,936 shares; 2025Q1: 33,936 shares; 2025Q2: 33,810 shares; 2025Q3: 33,810 shares; 2025Q4: 33,810 shares; 2026Q1: 31,535 shares 31,535 $1.2M 0.49% -2,275 Timeline USFR 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: 9,948 shares; 2024Q4: 12,369 shares; 2025Q1: 12,608 shares; 2025Q2: 15,440 shares; 2025Q3: 18,008 shares; 2025Q4: 21,801 shares; 2026Q1: 23,854 shares 23,854 $1.2M 0.49% +2,053 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,194 shares; 2024Q4: 92,194 shares; 2025Q1: 90,194 shares; 2025Q2: 89,473 shares; 2025Q3: 88,023 shares; 2025Q4: 84,023 shares; 2026Q1: 83,023 shares 83,023 $1.2M 0.49% -1,000 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,041 shares; 2025Q1: 5,041 shares; 2025Q2: 5,041 shares; 2025Q3: 5,041 shares; 2025Q4: 5,049 shares; 2026Q1: 5,052 shares 5,052 $1.14M 0.46% +3 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 6,519 shares; 2025Q1: 6,893 shares; 2025Q2: 7,223 shares; 2025Q3: 9,258 shares; 2025Q4: 9,469 shares; 2026Q1: 9,394 shares 9,394 $1.13M 0.46% -75 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 6,190 shares; 2025Q1: 5,963 shares; 2025Q2: 6,035 shares; 2025Q3: 5,416 shares; 2025Q4: 5,363 shares; 2026Q1: 5,123 shares 5,123 $1.11M 0.45% -240 Timeline ELSE ELECTRO-SENSORS INC More: the full row for ELECTRO-SENSORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,179 shares; 2024Q4: 246,619 shares; 2025Q1: 243,986 shares; 2025Q2: 250,052 shares; 2025Q3: 250,052 shares; 2025Q4: 250,052 shares; 2026Q1: 250,161 shares 250,161 $1.11M 0.45% +109 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,431 shares; 2024Q4: 28,431 shares; 2025Q1: 28,431 shares; 2025Q2: 28,431 shares; 2025Q3: 28,431 shares; 2025Q4: 28,431 shares; 2026Q1: 28,431 shares 28,431 $1.11M 0.45% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,399 shares; 2024Q4: 46,215 shares; 2025Q1: 42,907 shares; 2025Q2: 42,409 shares; 2025Q3: 40,124 shares; 2025Q4: 39,375 shares; 2026Q1: 38,312 shares 38,312 $1.11M 0.45% -1,063 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,929 shares; 2025Q1: 2,789 shares; 2025Q2: 2,782 shares; 2025Q3: 2,738 shares; 2025Q4: 2,707 shares; 2026Q1: 2,521 shares 2,521 $1.1M 0.45% -186 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,610 shares; 2025Q1: 3,725 shares; 2025Q2: 3,709 shares; 2025Q3: 3,673 shares; 2025Q4: 3,611 shares; 2026Q1: 3,534 shares 3,534 $1.1M 0.45% -77 Timeline XLE 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: 9,383 shares; 2024Q4: 9,883 shares; 2025Q1: 9,798 shares; 2025Q2: 9,626 shares; 2025Q3: 9,566 shares; 2025Q4: 18,812 shares; 2026Q1: 17,881 shares 17,881 $1.1M 0.45% -931 Timeline ARL AMERICAN RLTY INVS INC More: the full row for AMERICAN RLTY INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,877 shares; 2024Q4: 77,877 shares; 2025Q1: 77,501 shares; 2025Q2: 73,420 shares; 2025Q3: 73,420 shares; 2025Q4: 71,832 shares; 2026Q1: 70,719 shares 70,719 $1.09M 0.44% -1,113 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; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 9,707 shares; 2025Q1: 9,010 shares; 2025Q2: 8,786 shares; 2025Q3: 8,308 shares; 2025Q4: 8,094 shares; 2026Q1: 7,590 shares 7,590 $1.06M 0.43% -504 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,167 shares; 2024Q4: 12,167 shares; 2025Q1: 11,801 shares; 2025Q2: 11,801 shares; 2025Q3: 46,204 shares; 2025Q4: 46,204 shares; 2026Q1: 46,204 shares 46,204 $1.06M 0.43% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 13,250 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 13,250 shares; 2026Q1: 13,250 shares 13,250 $1.04M 0.42% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 9,536 shares; 2025Q1: 9,284 shares; 2025Q2: 9,241 shares; 2025Q3: 8,875 shares; 2025Q4: 8,327 shares; 2026Q1: 8,216 shares 8,216 $1.02M 0.42% -111 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,317 shares; 2025Q1: 3,563 shares; 2025Q2: 3,559 shares; 2025Q3: 3,064 shares; 2025Q4: 3,057 shares; 2026Q1: 3,072 shares 3,072 $1.01M 0.41% +15 Timeline BOND 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: 12,674 shares; 2024Q4: 13,191 shares; 2025Q1: 13,114 shares; 2025Q2: 12,518 shares; 2025Q3: 11,267 shares; 2025Q4: 10,058 shares; 2026Q1: 10,942 shares 10,942 $1.01M 0.41% +884 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,244 shares; 2024Q4: 20,373 shares; 2025Q1: 21,161 shares; 2025Q2: 21,015 shares; 2025Q3: 21,135 shares; 2025Q4: 21,031 shares; 2026Q1: 20,645 shares 20,645 $1.01M 0.41% -386 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,752 shares; 2024Q4: 19,760 shares; 2025Q1: 18,513 shares; 2025Q2: 18,506 shares; 2025Q3: 18,374 shares; 2025Q4: 18,321 shares; 2026Q1: 18,326 shares 18,326 $992K 0.4% +5 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,293 shares; 2025Q1: 3,330 shares; 2025Q2: 3,293 shares; 2025Q3: 3,377 shares; 2025Q4: 3,374 shares; 2026Q1: 3,440 shares 3,440 $989K 0.4% +66 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,647 shares; 2025Q1: 1,529 shares; 2025Q2: 1,572 shares; 2025Q3: 1,596 shares; 2025Q4: 1,599 shares; 2026Q1: 1,575 shares 1,575 $952K 0.39% -24 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 4,174 shares; 2025Q1: 3,833 shares; 2025Q2: 3,423 shares; 2025Q3: 3,312 shares; 2025Q4: 3,320 shares; 2026Q1: 3,312 shares 3,312 $950K 0.39% -8 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; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 7,943 shares; 2025Q3: 7,943 shares; 2025Q4: 7,943 shares; 2026Q1: 7,943 shares 7,943 $942K 0.38% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 5,599 shares; 2025Q1: 5,099 shares; 2025Q2: 5,099 shares; 2025Q3: 4,849 shares; 2025Q4: 4,854 shares; 2026Q1: 3,964 shares 3,964 $911K 0.37% -890 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 4,293 shares; 2025Q1: 4,240 shares; 2025Q2: 4,240 shares; 2025Q3: 4,215 shares; 2025Q4: 4,215 shares; 2026Q1: 4,065 shares 4,065 $883K 0.36% -150 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,395 shares; 2025Q1: 4,407 shares; 2025Q2: 4,533 shares; 2025Q3: 4,520 shares; 2025Q4: 4,434 shares; 2026Q1: 4,479 shares 4,479 $879K 0.36% +45 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,890 shares; 2024Q4: 92,490 shares; 2025Q1: 55,790 shares; 2025Q2: 55,790 shares; 2025Q3: 55,790 shares; 2025Q4: 55,790 shares; 2026Q1: 55,790 shares 55,790 $844K 0.34% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,228 shares; 2024Q4: 42,428 shares; 2025Q1: 41,728 shares; 2025Q2: 41,052 shares; 2025Q3: 41,052 shares; 2025Q4: 38,084 shares; 2026Q1: 37,018 shares 37,018 $819K 0.33% -1,066 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 6,590 shares; 2025Q1: 6,257 shares; 2025Q2: 6,186 shares; 2025Q3: 6,156 shares; 2025Q4: 6,138 shares; 2026Q1: 6,131 shares 6,131 $803K 0.33% -7 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 3,725 shares; 2025Q1: 3,711 shares; 2025Q2: 3,711 shares; 2025Q3: 3,685 shares; 2025Q4: 3,627 shares; 2026Q1: 4,014 shares 4,014 $794K 0.32% +387 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,094 shares; 2025Q1: 4,764 shares; 2025Q2: 4,652 shares; 2025Q3: 4,534 shares; 2025Q4: 4,439 shares; 2026Q1: 4,302 shares 4,302 $775K 0.32% -137 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 8,476 shares; 2025Q1: 7,871 shares; 2025Q2: 7,281 shares; 2025Q3: 7,613 shares; 2025Q4: 8,178 shares; 2026Q1: 8,499 shares 8,499 $768K 0.31% +321 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 4,790 shares; 2025Q1: 4,544 shares; 2025Q2: 4,116 shares; 2025Q3: 3,919 shares; 2025Q4: 3,811 shares; 2026Q1: 3,814 shares 3,814 $759K 0.31% +3 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,747 shares; 2024Q4: 45,197 shares; 2025Q1: 45,197 shares; 2025Q2: 43,755 shares; 2025Q3: 43,755 shares; 2025Q4: 43,755 shares; 2026Q1: 43,755 shares 43,755 $750K 0.3% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,517 shares; 2024Q4: 13,083 shares; 2025Q1: 11,955 shares; 2025Q2: 11,572 shares; 2025Q3: 10,856 shares; 2025Q4: 10,701 shares; 2026Q1: 10,296 shares 10,296 $749K 0.3% -405 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 8,685 shares; 2025Q1: 8,485 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares; 2025Q4: 8,220 shares; 2026Q1: 8,120 shares 8,120 $730K 0.3% -100 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,663 shares; 2025Q1: 7,512 shares; 2025Q2: 7,517 shares; 2025Q3: 7,708 shares; 2025Q4: 7,307 shares; 2026Q1: 7,508 shares 7,508 $724K 0.29% +201 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 4,620 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,176 shares; 2026Q1: 4,156 shares 4,156 $719K 0.29% -20 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.29% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,012 shares; 2024Q4: 32,012 shares; 2025Q1: 32,012 shares; 2025Q2: 32,012 shares; 2025Q3: 32,012 shares; 2025Q4: 32,012 shares; 2026Q1: 32,012 shares 32,012 $707K 0.29% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 9,488 shares; 2025Q1: 9,707 shares; 2025Q2: 9,442 shares; 2025Q3: 10,818 shares; 2025Q4: 10,432 shares; 2026Q1: 8,103 shares 8,103 $702K 0.29% -2,329 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,904 shares; 2025Q1: 3,965 shares; 2025Q2: 5,920 shares; 2025Q3: 6,235 shares; 2025Q4: 6,780 shares; 2026Q1: 7,127 shares 7,127 $701K 0.29% +347 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 19,483 shares; 2025Q3: 19,483 shares; 2025Q4: 19,483 shares; 2026Q1: 19,483 shares 19,483 $699K 0.28% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,783 shares; 2025Q1: 4,703 shares; 2025Q2: 4,716 shares; 2025Q3: 4,370 shares; 2025Q4: 4,583 shares; 2026Q1: 4,761 shares 4,761 $688K 0.28% +178 Timeline DIT AMCON DISTRG CO More: the full row for AMCON DISTRG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 5,899 shares; 2025Q2: 5,899 shares; 2025Q3: 5,606 shares; 2025Q4: 5,004 shares; 2026Q1: 7,506 shares 7,506 $684K 0.28% +2,502 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 9,135 shares; 2025Q1: 9,076 shares; 2025Q2: 8,948 shares; 2025Q3: 8,891 shares; 2025Q4: 9,145 shares; 2026Q1: 8,661 shares 8,661 $659K 0.27% -484 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,600 shares; 2025Q1: 53,600 shares; 2025Q2: 53,600 shares; 2025Q3: 53,600 shares; 2025Q4: 53,600 shares; 2026Q1: 153,244 shares 153,244 $644K 0.26% +99,644 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: 3,276 shares; 2025Q1: 2,796 shares; 2025Q2: 2,965 shares; 2025Q3: 2,825 shares; 2025Q4: 2,818 shares; 2026Q1: 3,069 shares 3,069 $639K 0.26% +251 Timeline LDUR 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: 7,338 shares; 2024Q4: 7,740 shares; 2025Q1: 7,822 shares; 2025Q2: 7,364 shares; 2025Q3: 6,354 shares; 2025Q4: 5,695 shares; 2026Q1: 6,363 shares 6,363 $610K 0.25% +668 Timeline FBK FB FINL CORP More: the full row for FB 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: 12,187 shares; 2025Q4: 12,187 shares; 2026Q1: 11,675 shares 11,675 $606K 0.25% -512 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,608 shares; 2025Q2: 3,593 shares; 2025Q3: 3,593 shares; 2025Q4: 3,593 shares; 2026Q1: 3,593 shares 3,593 $594K 0.24% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,780 shares; 2025Q1: 1,693 shares; 2025Q2: 1,718 shares; 2025Q3: 1,761 shares; 2025Q4: 1,764 shares; 2026Q1: 1,679 shares 1,679 $591K 0.24% -85 Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 15,468 shares; 2025Q1: 15,352 shares; 2025Q2: 15,142 shares; 2025Q3: 15,142 shares; 2025Q4: 15,142 shares; 2026Q1: 15,142 shares 15,142 $584K 0.24% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,026 shares; 2024Q4: 10,997 shares; 2025Q1: 10,433 shares; 2025Q2: 10,832 shares; 2025Q3: 11,247 shares; 2025Q4: 11,393 shares; 2026Q1: 11,214 shares 11,214 $583K 0.24% -179 Timeline NODK NI HLDGS INC More: the full row for NI 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: 29,143 shares; 2025Q3: 44,469 shares; 2025Q4: 44,469 shares; 2026Q1: 44,469 shares 44,469 $573K 0.23% 0 Timeline LGL LGL GROUP INC More: the full row for LGL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,491 shares; 2024Q4: 103,235 shares; 2025Q1: 83,217 shares; 2025Q2: 80,853 shares; 2025Q3: 80,853 shares; 2025Q4: 80,851 shares; 2026Q1: 80,851 shares 80,851 $562K 0.23% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,337 shares; 2025Q1: 3,165 shares; 2025Q2: 3,002 shares; 2025Q3: 2,999 shares; 2025Q4: 2,943 shares; 2026Q1: 2,901 shares 2,901 $560K 0.23% -42 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,588 shares; 2025Q1: 6,274 shares; 2025Q2: 6,044 shares; 2025Q3: 5,771 shares; 2025Q4: 5,783 shares; 2026Q1: 6,206 shares 6,206 $556K 0.23% +423 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: not reported; 2026Q1: 9,322 shares 9,322 $553K 0.22% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,193 shares; 2025Q1: 3,963 shares; 2025Q2: 4,040 shares; 2025Q3: 4,020 shares; 2025Q4: 4,005 shares; 2026Q1: 4,290 shares 4,290 $552K 0.22% +285 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,047 shares; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 2,897 shares; 2025Q4: 2,897 shares; 2026Q1: 2,897 shares 2,897 $549K 0.22% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,169 shares; 2025Q1: 5,751 shares; 2025Q2: 5,896 shares; 2025Q3: 6,068 shares; 2025Q4: 6,033 shares; 2026Q1: 5,886 shares 5,886 $547K 0.22% -147 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares 2,078 $541K 0.22% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 12,002 shares; 2025Q1: 11,812 shares; 2025Q2: 11,952 shares; 2025Q3: 12,699 shares; 2025Q4: 12,169 shares; 2026Q1: 12,058 shares 12,058 $532K 0.22% -111 Timeline IWR 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: 5,664 shares; 2024Q4: 5,664 shares; 2025Q1: 5,664 shares; 2025Q2: 5,464 shares; 2025Q3: 5,464 shares; 2025Q4: 5,464 shares; 2026Q1: 5,464 shares 5,464 $531K 0.22% 0 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: 4,323 shares; 2024Q4: 4,276 shares; 2025Q1: 4,097 shares; 2025Q2: 4,250 shares; 2025Q3: 4,427 shares; 2025Q4: 4,397 shares; 2026Q1: 5,048 shares 5,048 $523K 0.21% +651 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,790 shares; 2024Q4: 20,390 shares; 2025Q1: 20,390 shares; 2025Q2: 20,390 shares; 2025Q3: 20,390 shares; 2025Q4: 20,390 shares; 2026Q1: 20,390 shares 20,390 $523K 0.21% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $517K 0.21% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 3,982 shares; 2025Q1: 3,955 shares; 2025Q2: 4,003 shares; 2025Q3: 4,056 shares; 2025Q4: 3,708 shares; 2026Q1: 6,319 shares 6,319 $514K 0.21% +2,611 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 13,044 shares; 2025Q1: 10,217 shares; 2025Q2: 10,217 shares; 2025Q3: 10,217 shares; 2025Q4: 10,157 shares; 2026Q1: 10,157 shares 10,157 $501K 0.2% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,614 shares; 2024Q4: 24,656 shares; 2025Q1: 28,564 shares; 2025Q2: 28,564 shares; 2025Q3: 28,974 shares; 2025Q4: 28,880 shares; 2026Q1: 28,477 shares 28,477 $491K 0.2% -403 Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,493 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 25,693 shares 25,693 $490K 0.2% +25,000 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 12,306 shares; 2025Q1: 12,346 shares; 2025Q2: 12,576 shares; 2025Q3: 12,971 shares; 2025Q4: 11,561 shares; 2026Q1: 10,716 shares 10,716 $478K 0.19% -845 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,050 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $475K 0.19% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 3,751 shares; 2025Q1: 3,647 shares; 2025Q2: 3,743 shares; 2025Q3: 3,049 shares; 2025Q4: 2,979 shares; 2026Q1: 2,721 shares 2,721 $475K 0.19% -258 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 6,022 shares; 2025Q1: 5,853 shares; 2025Q2: 5,754 shares; 2025Q3: 5,663 shares; 2025Q4: 5,642 shares; 2026Q1: 7,179 shares 7,179 $474K 0.19% +1,537 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 602 shares; 2025Q1: 1,179 shares; 2025Q2: 910 shares; 2025Q3: 955 shares; 2025Q4: 826 shares; 2026Q1: 786 shares 786 $470K 0.19% -40 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,075 shares; 2025Q1: 3,657 shares; 2025Q2: 3,524 shares; 2025Q3: 3,358 shares; 2025Q4: 3,281 shares; 2026Q1: 3,214 shares 3,214 $467K 0.19% -67 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 6,192 shares; 2025Q1: 6,192 shares; 2025Q2: 5,052 shares; 2025Q3: 5,052 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $462K 0.19% 0 Timeline WLYB WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,134 shares; 2024Q4: 12,134 shares; 2025Q1: 12,134 shares; 2025Q2: 12,134 shares; 2025Q3: 12,134 shares; 2025Q4: 12,134 shares; 2026Q1: 12,134 shares 12,134 $455K 0.19% 0 Timeline SHY 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: 3,723 shares; 2024Q4: 4,765 shares; 2025Q1: 4,780 shares; 2025Q2: 4,855 shares; 2025Q3: 5,368 shares; 2025Q4: 5,519 shares; 2026Q1: 5,488 shares 5,488 $453K 0.18% -31 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,992 shares; 2024Q4: 8,713 shares; 2025Q1: 9,345 shares; 2025Q2: 9,820 shares; 2025Q3: 10,763 shares; 2025Q4: 9,830 shares; 2026Q1: 10,746 shares 10,746 $448K 0.18% +916 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: 8,136 shares; 2024Q4: 8,136 shares; 2025Q1: 8,136 shares; 2025Q2: 8,286 shares; 2025Q3: 8,286 shares; 2025Q4: 8,286 shares; 2026Q1: 8,356 shares 8,356 $437K 0.18% +70 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 3,733 shares; 2025Q1: 3,640 shares; 2025Q2: 3,653 shares; 2025Q3: 3,685 shares; 2025Q4: 3,831 shares; 2026Q1: 3,861 shares 3,861 $437K 0.18% +30 Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,800 shares; 2024Q4: 99,800 shares; 2025Q1: 104,800 shares; 2025Q2: 103,358 shares; 2025Q3: 103,358 shares; 2025Q4: 106,358 shares; 2026Q1: 105,358 shares 105,358 $429K 0.17% -1,000 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 5,149 shares; 2025Q1: 5,237 shares; 2025Q2: 5,405 shares; 2025Q3: 6,028 shares; 2025Q4: 6,666 shares; 2026Q1: 7,029 shares 7,029 $426K 0.17% +363 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: 1,731 shares; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 1,501 shares 1,501 $424K 0.17% 0 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: 3,515 shares; 2025Q2: 3,628 shares; 2025Q3: 5,294 shares; 2025Q4: 6,294 shares; 2026Q1: 6,586 shares 6,586 $414K 0.17% +292 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 6,503 shares; 2025Q1: 6,547 shares; 2025Q2: 6,689 shares; 2025Q3: 8,785 shares; 2025Q4: 9,077 shares; 2026Q1: 8,120 shares 8,120 $411K 0.17% -957 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,910 shares; 2025Q1: 2,066 shares; 2025Q2: 2,456 shares; 2025Q3: 2,421 shares; 2025Q4: 2,790 shares; 2026Q1: 3,722 shares 3,722 $407K 0.17% +932 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,606 shares; 2025Q2: 1,466 shares; 2025Q3: 1,490 shares; 2025Q4: 1,456 shares; 2026Q1: 1,424 shares 1,424 $404K 0.16% -32 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares 1,699 $401K 0.16% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 1,969 shares; 2025Q1: 1,957 shares; 2025Q2: 2,103 shares; 2025Q3: 2,055 shares; 2025Q4: 1,992 shares; 2026Q1: 1,844 shares 1,844 $394K 0.16% -148 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 9,361 shares; 2025Q1: 10,547 shares; 2025Q2: 11,258 shares; 2025Q3: 10,916 shares; 2025Q4: 11,489 shares; 2026Q1: 12,822 shares 12,822 $393K 0.16% +1,333 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,372 shares; 2025Q1: 1,375 shares; 2025Q2: 1,385 shares; 2025Q3: 1,362 shares; 2025Q4: 1,355 shares; 2026Q1: 1,297 shares 1,297 $373K 0.15% -58 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $372K 0.15% 0 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; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 13,370 shares; 2025Q1: 12,059 shares; 2025Q2: 11,601 shares; 2025Q3: 11,267 shares; 2025Q4: 11,372 shares; 2026Q1: 10,931 shares 10,931 $367K 0.15% -441 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 2,730 shares; 2026Q1: 2,730 shares 2,730 $363K 0.15% 0 Timeline WFC 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: 4,654 shares; 2024Q4: 4,655 shares; 2025Q1: 4,517 shares; 2025Q2: 4,369 shares; 2025Q3: 4,920 shares; 2025Q4: 4,696 shares; 2026Q1: 4,547 shares 4,547 $362K 0.15% -149 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares; 2025Q4: 3,523 shares; 2026Q1: 3,523 shares 3,523 $362K 0.15% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,815 shares; 2025Q1: 3,826 shares; 2025Q2: 4,027 shares; 2025Q3: 4,047 shares; 2025Q4: 4,079 shares; 2026Q1: 4,143 shares 4,143 $359K 0.15% +64 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,251 shares; 2025Q1: 3,172 shares; 2025Q2: 3,181 shares; 2025Q3: 3,185 shares; 2025Q4: 3,004 shares; 2026Q1: 3,712 shares 3,712 $358K 0.15% +708 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,421 shares; 2025Q1: 5,490 shares; 2025Q2: 5,147 shares; 2025Q3: 5,142 shares; 2025Q4: 5,192 shares; 2026Q1: 5,377 shares 5,377 $345K 0.14% +185 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares 772 $343K 0.14% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,249 shares; 2025Q1: 1,253 shares; 2025Q2: 1,251 shares; 2025Q3: 1,256 shares; 2025Q4: 1,262 shares; 2026Q1: 1,173 shares 1,173 $342K 0.14% -89 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,678 shares; 2025Q1: 5,578 shares; 2025Q2: 5,178 shares; 2025Q3: 5,178 shares; 2025Q4: 5,178 shares; 2026Q1: 5,178 shares 5,178 $339K 0.14% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 6,106 shares; 2025Q1: 5,937 shares; 2025Q2: 5,824 shares; 2025Q3: 5,693 shares; 2025Q4: 5,298 shares; 2026Q1: 5,440 shares 5,440 $336K 0.14% +142 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,700 shares; 2024Q4: 53,700 shares; 2025Q1: 53,700 shares; 2025Q2: 53,700 shares; 2025Q3: 53,700 shares; 2025Q4: 53,700 shares; 2026Q1: 52,200 shares 52,200 $328K 0.13% -1,500 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 2,010 shares; 2025Q1: 1,808 shares; 2025Q2: 1,592 shares; 2025Q3: 1,456 shares; 2025Q4: 1,246 shares; 2026Q1: 1,053 shares 1,053 $326K 0.13% -193 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 3,931 shares; 2025Q1: 3,731 shares; 2025Q2: 3,587 shares; 2025Q3: 3,187 shares; 2025Q4: 3,187 shares; 2026Q1: 2,731 shares 2,731 $324K 0.13% -456 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,056 shares; 2024Q4: 8,056 shares; 2025Q1: 8,056 shares; 2025Q2: 8,056 shares; 2025Q3: 8,056 shares; 2025Q4: 8,056 shares; 2026Q1: 8,056 shares 8,056 $323K 0.13% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 6,180 shares; 2025Q1: 6,190 shares; 2025Q2: 6,210 shares; 2025Q3: 6,230 shares; 2025Q4: 6,230 shares; 2026Q1: 6,250 shares 6,250 $321K 0.13% +20 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,781 shares; 2025Q1: 2,829 shares; 2025Q2: 3,311 shares; 2025Q3: 3,471 shares; 2025Q4: 3,479 shares; 2026Q1: 3,701 shares 3,701 $320K 0.13% +222 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,477 shares; 2024Q4: 20,451 shares; 2025Q1: 18,776 shares; 2025Q2: 18,295 shares; 2025Q3: 17,272 shares; 2025Q4: 16,225 shares; 2026Q1: 15,903 shares 15,903 $319K 0.13% -322 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 738 shares; 2025Q2: 663 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 630 shares 630 $315K 0.13% -30 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares; 2025Q4: 3,565 shares; 2026Q1: 3,565 shares 3,565 $314K 0.13% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,295 shares; 2025Q1: 1,300 shares; 2025Q2: 1,635 shares; 2025Q3: 1,755 shares; 2025Q4: 1,792 shares; 2026Q1: 2,113 shares 2,113 $313K 0.13% +321 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 951 shares; 2025Q1: 871 shares; 2025Q2: 915 shares; 2025Q3: 980 shares; 2025Q4: 1,031 shares; 2026Q1: 1,143 shares 1,143 $309K 0.13% +112 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 401 shares; 2025Q2: 366 shares; 2025Q3: 371 shares; 2025Q4: 508 shares; 2026Q1: 354 shares 354 $309K 0.13% -154 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 2,701 shares; 2025Q1: 2,936 shares; 2025Q2: 3,464 shares; 2025Q3: 4,135 shares; 2025Q4: 11,192 shares; 2026Q1: 13,760 shares 13,760 $306K 0.12% +2,568 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,507 shares; 2025Q1: 2,439 shares; 2025Q2: 2,368 shares; 2025Q3: 2,355 shares; 2025Q4: 2,368 shares; 2026Q1: 2,312 shares 2,312 $303K 0.12% -56 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 2,774 shares; 2026Q1: 2,774 shares 2,774 $302K 0.12% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 7,640 shares; 2025Q1: 7,474 shares; 2025Q2: 7,449 shares; 2025Q3: 7,506 shares; 2025Q4: 7,643 shares; 2026Q1: 7,710 shares 7,710 $292K 0.12% +67 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 7,345 shares; 2025Q1: 7,345 shares; 2025Q2: 7,345 shares; 2025Q3: 7,345 shares; 2025Q4: 7,345 shares; 2026Q1: 7,345 shares 7,345 $286K 0.12% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 7,811 shares; 2025Q3: 7,811 shares; 2025Q4: 7,811 shares; 2026Q1: 7,811 shares 7,811 $282K 0.11% 0 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: 5,091 shares; 2024Q4: 4,865 shares; 2025Q1: 5,226 shares; 2025Q2: 5,566 shares; 2025Q3: 5,582 shares; 2025Q4: 5,745 shares; 2026Q1: 7,419 shares 7,419 $276K 0.11% +1,674 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 4,200 shares; 2025Q4: 3,950 shares; 2026Q1: 3,900 shares 3,900 $275K 0.11% -50 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 2,766 shares; 2025Q1: 2,906 shares; 2025Q2: 3,045 shares; 2025Q3: 3,452 shares; 2025Q4: 3,583 shares; 2026Q1: 2,306 shares 2,306 $273K 0.11% -1,277 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,746 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 2,009 shares 2,009 $273K 0.11% +178 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: 1,175 shares; 2024Q4: 3,300 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 4,100 shares 4,100 $272K 0.11% +400 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,265 shares; 2025Q4: 4,265 shares; 2026Q1: 4,265 shares 4,265 $263K 0.11% 0 Timeline DGICB DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,987 shares; 2025Q1: 6,189 shares; 2025Q2: 11,189 shares; 2025Q3: 11,189 shares; 2025Q4: 14,716 shares; 2026Q1: 14,716 shares 14,716 $260K 0.11% 0 Timeline ICOW 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: 1,707 shares; 2024Q4: 2,541 shares; 2025Q1: 3,091 shares; 2025Q2: 4,055 shares; 2025Q3: 4,330 shares; 2025Q4: 4,579 shares; 2026Q1: 6,108 shares 6,108 $259K 0.11% +1,529 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 6,342 shares; 2025Q1: 5,891 shares; 2025Q2: 5,790 shares; 2025Q3: 5,790 shares; 2025Q4: 4,239 shares; 2026Q1: 4,199 shares 4,199 $257K 0.1% -40 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,856 shares; 2024Q4: 10,862 shares; 2025Q1: 11,027 shares; 2025Q2: 9,437 shares; 2025Q3: 9,401 shares; 2025Q4: 8,729 shares; 2026Q1: 10,168 shares 10,168 $257K 0.1% +1,439 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $255K 0.1% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,730 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,505 shares 1,505 $254K 0.1% -235 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 756 shares; 2025Q1: 746 shares; 2025Q2: 748 shares; 2025Q3: 750 shares; 2025Q4: 740 shares; 2026Q1: 735 shares 735 $251K 0.1% -5 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 426 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 441 shares; 2026Q1: 435 shares 435 $251K 0.1% -6 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,546 shares; 2025Q1: 1,444 shares; 2025Q2: 1,434 shares; 2025Q3: 1,324 shares; 2025Q4: 1,249 shares; 2026Q1: 1,200 shares 1,200 $250K 0.1% -49 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 834 shares 834 $249K 0.1% 0 Timeline CSM 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: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 3,330 shares; 2025Q4: 3,330 shares; 2026Q1: 3,330 shares 3,330 $249K 0.1% 0 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; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,929 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares; 2025Q4: 2,488 shares; 2026Q1: 2,488 shares 2,488 $246K 0.1% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $239K 0.1% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 263 shares; 2025Q3: 538 shares; 2025Q4: 603 shares; 2026Q1: 698 shares 698 $238K 0.1% +95 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: 2,187 shares; 2024Q4: 2,144 shares; 2025Q1: 2,014 shares; 2025Q2: 2,034 shares; 2025Q3: 1,973 shares; 2025Q4: 2,111 shares; 2026Q1: 2,429 shares 2,429 $237K 0.1% +318 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,900 shares; 2025Q4: 9,800 shares; 2026Q1: 9,405 shares 9,405 $229K 0.09% -395 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 4,737 shares; 2026Q1: 4,737 shares 4,737 $226K 0.09% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,404 shares; 2025Q1: 1,397 shares; 2025Q2: 1,358 shares; 2025Q3: 1,348 shares; 2025Q4: 1,351 shares; 2026Q1: 1,239 shares 1,239 $226K 0.09% -112 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: 1,325 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $224K 0.09% 0 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 16,400 shares; 2025Q1: 16,400 shares; 2025Q2: 16,400 shares; 2025Q3: 17,314 shares; 2025Q4: 16,400 shares; 2026Q1: 16,400 shares 16,400 $224K 0.09% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 796 shares; 2025Q1: 1,219 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,284 shares; 2026Q1: 1,520 shares 1,520 $224K 0.09% +236 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,037 shares; 2025Q4: 2,037 shares; 2026Q1: 2,037 shares 2,037 $222K 0.09% 0 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $222K 0.09% 0 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 14,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $221K 0.09% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $219K 0.09% 0 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: 9,138 shares; 2024Q4: 9,242 shares; 2025Q1: 9,242 shares; 2025Q2: 9,287 shares; 2025Q3: 9,418 shares; 2025Q4: 9,598 shares; 2026Q1: 9,758 shares 9,758 $218K 0.09% +160 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: 20,716 shares; 2024Q4: 19,456 shares; 2025Q1: 20,145 shares; 2025Q2: 21,204 shares; 2025Q3: 20,908 shares; 2025Q4: 20,236 shares; 2026Q1: 18,789 shares 18,789 $217K 0.09% -1,447 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 915 shares; 2025Q1: 916 shares; 2025Q2: 924 shares; 2025Q3: 902 shares; 2025Q4: 905 shares; 2026Q1: 813 shares 813 $213K 0.09% -92 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 8,134 shares; 2025Q1: 8,006 shares; 2025Q2: 8,033 shares; 2025Q3: 7,619 shares; 2025Q4: 7,619 shares; 2026Q1: 7,659 shares 7,659 $210K 0.09% +40 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 462 shares; 2025Q1: 443 shares; 2025Q2: 461 shares; 2025Q3: 454 shares; 2025Q4: 432 shares; 2026Q1: 389 shares 389 $209K 0.09% -43 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,084 shares; 2025Q1: 3,784 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,784 shares; 2026Q1: 3,784 shares 3,784 $209K 0.09% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,511 shares; 2024Q4: 11,271 shares; 2025Q1: 11,276 shares; 2025Q2: 11,146 shares; 2025Q3: 10,006 shares; 2025Q4: 10,396 shares; 2026Q1: 10,800 shares 10,800 $208K 0.08% +404 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 3,260 shares; 2025Q1: 3,739 shares; 2025Q2: 3,801 shares; 2025Q3: 3,811 shares; 2025Q4: 3,856 shares; 2026Q1: 3,854 shares 3,854 $208K 0.08% -2 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 794 shares; 2025Q2: 761 shares; 2025Q3: 766 shares; 2025Q4: 811 shares; 2026Q1: 856 shares 856 $207K 0.08% +45 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares 1,862 $206K 0.08% 0 Timeline EUDV 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: 1,009 shares; 2024Q4: 1,432 shares; 2025Q1: 1,810 shares; 2025Q2: 2,366 shares; 2025Q3: 3,049 shares; 2025Q4: 3,199 shares; 2026Q1: 4,010 shares 4,010 $206K 0.08% +811 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,024 shares; 2025Q2: 1,048 shares; 2025Q3: 1,063 shares; 2025Q4: 1,051 shares; 2026Q1: 1,055 shares 1,055 $205K 0.08% +4 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,144 shares; 2024Q4: 27,144 shares; 2025Q1: 27,144 shares; 2025Q2: 27,144 shares; 2025Q3: 27,144 shares; 2025Q4: 27,144 shares; 2026Q1: 27,144 shares 27,144 $205K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,599 shares; 2025Q1: 1,600 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,542 shares; 2026Q1: 1,542 shares 1,542 $204K 0.08% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 551 shares; 2025Q1: 580 shares; 2025Q2: 624 shares; 2025Q3: 618 shares; 2025Q4: 600 shares; 2026Q1: 589 shares 589 $202K 0.08% -11 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 1,435 shares; 2025Q1: 1,485 shares; 2025Q2: 1,780 shares; 2025Q3: 2,302 shares; 2025Q4: 2,312 shares; 2026Q1: 2,200 shares 2,200 $202K 0.08% -112 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,042 shares; 2025Q1: 3,869 shares; 2025Q2: 3,783 shares; 2025Q3: 3,548 shares; 2025Q4: 3,548 shares; 2026Q1: 3,557 shares 3,557 $196K 0.08% +9 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,818 shares; 2024Q4: 8,818 shares; 2025Q1: 8,818 shares; 2025Q2: 8,818 shares; 2025Q3: 8,818 shares; 2025Q4: 8,818 shares; 2026Q1: 8,818 shares 8,818 $196K 0.08% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 179 shares; 2025Q2: 7,554 shares; 2025Q3: 7,554 shares; 2025Q4: 7,554 shares; 2026Q1: 7,554 shares 7,554 $195K 0.08% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,788 shares; 2025Q1: 2,035 shares; 2025Q2: 2,198 shares; 2025Q3: 2,601 shares; 2025Q4: 2,088 shares; 2026Q1: 2,029 shares 2,029 $194K 0.08% -59 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,542 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares 1,142 $193K 0.08% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares 7,250 $192K 0.08% 0 Timeline PBHC PATHFINDER BANCORP INC MD More: the full row for PATHFINDER BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,773 shares; 2024Q4: 14,773 shares; 2025Q1: 14,773 shares; 2025Q2: 14,773 shares; 2025Q3: 14,773 shares; 2025Q4: 14,773 shares; 2026Q1: 14,773 shares 14,773 $189K 0.08% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,006 shares; 2024Q4: 12,056 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares; 2025Q3: 10,627 shares; 2025Q4: 10,627 shares; 2026Q1: 10,638 shares 10,638 $187K 0.08% +11 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 1,978 shares; 2025Q1: 2,032 shares; 2025Q2: 2,646 shares; 2025Q3: 2,621 shares; 2025Q4: 2,629 shares; 2026Q1: 2,583 shares 2,583 $178K 0.07% -46 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 1,817 shares; 2026Q1: 1,617 shares 1,617 $177K 0.07% -200 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 500 shares; 2025Q4: 460 shares; 2026Q1: 1,165 shares 1,165 $170K 0.07% +705 Timeline NECB NORTHEAST CMNTY BANCORP INC More: the full row for NORTHEAST CMNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 8,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $167K 0.07% 0 Timeline MCBS METROCITY BANKSHARES INC More: the full row for METROCITY BANKSHARES 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: 5,742 shares 5,742 $165K 0.07% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 3,022 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares; 2026Q1: 2,922 shares 2,922 $165K 0.07% 0 Timeline PBJ 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: 4,126 shares; 2024Q4: 4,126 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 3,330 shares; 2025Q4: 3,330 shares; 2026Q1: 3,330 shares 3,330 $163K 0.07% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 10,900 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 8,232 shares; 2026Q1: 8,232 shares 8,232 $161K 0.07% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,709 shares; 2024Q4: 10,709 shares; 2025Q1: 10,709 shares; 2025Q2: 10,709 shares; 2025Q3: 9,389 shares; 2025Q4: 9,389 shares; 2026Q1: 9,389 shares 9,389 $161K 0.07% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 210 shares; 2025Q1: 205 shares; 2025Q2: 200 shares; 2025Q3: 175 shares; 2025Q4: 170 shares; 2026Q1: 164 shares 164 $158K 0.06% -6 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: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,475 shares; 2025Q4: 1,480 shares; 2026Q1: 1,485 shares 1,485 $157K 0.06% +5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 1,026 shares; 2025Q1: 961 shares; 2025Q2: 982 shares; 2025Q3: 926 shares; 2025Q4: 934 shares; 2026Q1: 978 shares 978 $157K 0.06% +44 Timeline AVBH AVIDBANK HLDGS INC More: the full row for AVIDBANK 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: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $157K 0.06% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,377 shares; 2025Q1: 4,015 shares; 2025Q2: 3,978 shares; 2025Q3: 3,987 shares; 2025Q4: 4,028 shares; 2026Q1: 4,369 shares 4,369 $156K 0.06% +341 Timeline IWM 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 725 shares; 2025Q2: 636 shares; 2025Q3: 630 shares; 2025Q4: 624 shares; 2026Q1: 624 shares 624 $155K 0.06% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,357 shares; 2025Q1: 2,111 shares; 2025Q2: 2,111 shares; 2025Q3: 2,097 shares; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares 2,078 $154K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $153K 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,044 shares; 2025Q1: 975 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 924 shares; 2026Q1: 919 shares 919 $151K 0.06% -5 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 251 shares; 2026Q1: 231 shares 231 $150K 0.06% -20 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 2,400 shares; 2026Q1: 2,675 shares 2,675 $150K 0.06% +275 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $149K 0.06% 0 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $148K 0.06% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 422 shares; 2025Q1: 400 shares; 2025Q2: 422 shares; 2025Q3: 414 shares; 2025Q4: 482 shares; 2026Q1: 508 shares 508 $148K 0.06% +26 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,574 shares; 2025Q1: 2,446 shares; 2025Q2: 2,495 shares; 2025Q3: 2,512 shares; 2025Q4: 2,202 shares; 2026Q1: 2,044 shares 2,044 $147K 0.06% -158 Timeline TCI TRANSCONTINENTAL RLTY INVS More: the full row for TRANSCONTINENTAL RLTY INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $146K 0.06% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,457 shares 11,457 $143K 0.06% new Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 6,632 shares; 2026Q1: 6,632 shares 6,632 $142K 0.06% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,473 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,429 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares 1,429 $142K 0.06% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,860 shares; 2025Q1: 3,161 shares; 2025Q2: 3,299 shares; 2025Q3: 3,361 shares; 2025Q4: 3,409 shares; 2026Q1: 3,486 shares 3,486 $139K 0.06% +77 Timeline IWD 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: 574 shares; 2024Q4: 574 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares 649 $139K 0.06% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $139K 0.06% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,864 shares; 2025Q1: 5,619 shares; 2025Q2: 5,569 shares; 2025Q3: 6,119 shares; 2025Q4: 6,719 shares; 2026Q1: 7,579 shares 7,579 $135K 0.05% +860 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,248 shares; 2025Q2: 2,390 shares; 2025Q3: 2,232 shares; 2025Q4: 2,402 shares; 2026Q1: 2,482 shares 2,482 $131K 0.05% +80 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 387 shares 387 $131K 0.05% +42 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 7,632 shares; 2025Q1: 7,632 shares; 2025Q2: 7,132 shares; 2025Q3: 7,132 shares; 2025Q4: 5,932 shares; 2026Q1: 5,932 shares 5,932 $130K 0.05% 0 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,125 shares; 2025Q1: 3,085 shares; 2025Q2: 3,398 shares; 2025Q3: 3,423 shares; 2025Q4: 3,733 shares; 2026Q1: 4,096 shares 4,096 $130K 0.05% +363 Timeline IWF 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: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $124K 0.05% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,540 shares; 2025Q1: 3,605 shares; 2025Q2: 3,520 shares; 2025Q3: 3,527 shares; 2025Q4: 3,537 shares; 2026Q1: 3,306 shares 3,306 $124K 0.05% -231 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; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 65 shares 65 $123K 0.05% +55 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; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 547 shares; 2025Q1: 554 shares; 2025Q2: 588 shares; 2025Q3: 573 shares; 2025Q4: 626 shares; 2026Q1: 646 shares 646 $120K 0.05% +20 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 258 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 339 shares; 2025Q4: 359 shares; 2026Q1: 628 shares 628 $117K 0.05% +269 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $115K 0.05% 0 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: 1,440 shares; 2024Q4: 1,355 shares; 2025Q1: 1,406 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,733 shares; 2026Q1: 2,569 shares 2,569 $115K 0.05% +836 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 1,529 shares 1,529 $115K 0.05% +1,455 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,608 shares; 2025Q1: 1,722 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,572 shares; 2026Q1: 1,821 shares 1,821 $114K 0.05% +249 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 3,314 shares; 2025Q1: 3,053 shares; 2025Q2: 2,924 shares; 2025Q3: 2,677 shares; 2025Q4: 2,613 shares; 2026Q1: 2,444 shares 2,444 $112K 0.05% -169 Timeline DVY 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: 756 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 776 shares; 2026Q1: 729 shares 729 $110K 0.04% -47 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,971 shares; 2024Q4: 23,971 shares; 2025Q1: 23,971 shares; 2025Q2: 23,971 shares; 2025Q3: 23,971 shares; 2025Q4: 18,309 shares; 2026Q1: 18,309 shares 18,309 $108K 0.04% 0 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: 855 shares; 2024Q4: 1,205 shares; 2025Q1: 1,265 shares; 2025Q2: 1,603 shares; 2025Q3: 1,683 shares; 2025Q4: 4,212 shares; 2026Q1: 6,870 shares 6,870 $108K 0.04% +2,658 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,469 shares; 2025Q1: 1,428 shares; 2025Q2: 1,453 shares; 2025Q3: 1,413 shares; 2025Q4: 1,437 shares; 2026Q1: 1,523 shares 1,523 $108K 0.04% +86 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $107K 0.04% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 822 shares 822 $107K 0.04% -36 Timeline SMID SMITH MIDLAND CORP More: the full row for SMITH MIDLAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,272 shares 3,272 $106K 0.04% 0 Timeline UBFO UNITED SEC BANCSHARES CALIF More: the full row for UNITED SEC BANCSHARES CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 10,065 shares; 2025Q1: 10,065 shares; 2025Q2: 10,065 shares; 2025Q3: 10,065 shares; 2025Q4: 10,065 shares; 2026Q1: 10,065 shares 10,065 $106K 0.04% 0 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: 1,224 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,278 shares; 2026Q1: 1,283 shares 1,283 $105K 0.04% +5 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $103K 0.04% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,348 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares; 2026Q1: 1,298 shares 1,298 $103K 0.04% -50 Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares 18,500 $102K 0.04% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares 1,029 $101K 0.04% 0 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares; 2026Q1: 986 shares 986 $100K 0.04% +711 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares; 2026Q1: 2,102 shares 2,102 $99.9K 0.04% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares 1,310 $99.8K 0.04% 0 Timeline SDY 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: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 650 shares; 2026Q1: 680 shares 680 $99.2K 0.04% +30 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $98.9K 0.04% 0 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $98.8K 0.04% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $98.7K 0.04% 0 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,068 shares; 2025Q1: 5,068 shares; 2025Q2: 5,068 shares; 2025Q3: 5,068 shares; 2025Q4: 5,068 shares; 2026Q1: 5,068 shares 5,068 $98.3K 0.04% 0 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $98.1K 0.04% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,926 shares; 2026Q1: 10,483 shares 10,483 $97.6K 0.04% +4,557 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,104 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 969 shares; 2025Q4: 994 shares; 2026Q1: 1,004 shares 1,004 $96.9K 0.04% +10 Timeline BARK BARK INC More: the full row for BARK 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: 191,265 shares 191,265 $96.9K 0.04% new Timeline EZU 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: 1,838 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares 1,544 $96.7K 0.04% 0 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,394 shares; 2024Q4: 24,622 shares; 2025Q1: 25,784 shares; 2025Q2: 23,473 shares; 2025Q3: 22,299 shares; 2025Q4: 19,416 shares; 2026Q1: 20,703 shares 20,703 $96.7K 0.04% +1,287 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $96.5K 0.04% 0 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,722 shares; 2024Q4: 7,722 shares; 2025Q1: 7,722 shares; 2025Q2: 7,722 shares; 2025Q3: 7,722 shares; 2025Q4: 5,209 shares; 2026Q1: 5,209 shares 5,209 $94K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 812 shares; 2025Q1: 746 shares; 2025Q2: 751 shares; 2025Q3: 737 shares; 2025Q4: 679 shares; 2026Q1: 773 shares 773 $93.7K 0.04% +94 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: 656 shares; 2024Q4: 621 shares; 2025Q1: 634 shares; 2025Q2: 661 shares; 2025Q3: 685 shares; 2025Q4: 806 shares; 2026Q1: 730 shares 730 $92.9K 0.04% -76 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 3,976 shares; 2025Q1: 3,996 shares; 2025Q2: 4,036 shares; 2025Q3: 4,141 shares; 2025Q4: 4,586 shares; 2026Q1: 6,234 shares 6,234 $92.1K 0.04% +1,648 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: 125 shares; 2024Q4: 161 shares; 2025Q1: 186 shares; 2025Q2: 211 shares; 2025Q3: 233 shares; 2025Q4: 596 shares; 2026Q1: 952 shares 952 $91.9K 0.04% +356 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,034 shares; 2025Q4: 1,042 shares; 2026Q1: 1,015 shares 1,015 $91.8K 0.04% -27 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 425 shares; 2025Q4: 1,995 shares; 2026Q1: 4,043 shares 4,043 $91.6K 0.04% +2,048 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $90.1K 0.04% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,141 shares 1,141 $87.9K 0.04% -125 Timeline EWG 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: 2,851 shares; 2024Q4: 2,434 shares; 2025Q1: 2,395 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares; 2026Q1: 2,202 shares 2,202 $87.4K 0.04% 0 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,174 shares; 2025Q1: 5,036 shares; 2025Q2: 5,036 shares; 2025Q3: 5,036 shares; 2025Q4: 4,990 shares; 2026Q1: 4,898 shares 4,898 $86.8K 0.04% -92 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $86.1K 0.04% 0 Timeline EFA 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: 292 shares; 2024Q4: 292 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 806 shares; 2025Q4: 834 shares; 2026Q1: 881 shares 881 $85.6K 0.03% +47 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,006 shares; 2025Q1: 2,032 shares; 2025Q2: 2,136 shares; 2025Q3: 2,157 shares; 2025Q4: 2,097 shares; 2026Q1: 2,153 shares 2,153 $85.1K 0.03% +56 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,596 shares; 2025Q3: 4,596 shares; 2025Q4: 4,596 shares; 2026Q1: 3,171 shares 3,171 $84.9K 0.03% -1,425 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $82.8K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 288 shares; 2025Q1: 277 shares; 2025Q2: 300 shares; 2025Q3: 317 shares; 2025Q4: 382 shares; 2026Q1: 472 shares 472 $81.9K 0.03% +90 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,286 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,406 shares 1,406 $79.8K 0.03% 0 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 3,116 shares; 2025Q1: 3,116 shares; 2025Q2: 3,116 shares; 2025Q3: 3,116 shares; 2025Q4: 3,116 shares; 2026Q1: 3,116 shares 3,116 $79.1K 0.03% 0 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: 956 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 956 shares; 2026Q1: 956 shares 956 $78.3K 0.03% 0 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,298 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,431 shares 1,431 $77.3K 0.03% +65 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $77.1K 0.03% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 622 shares; 2025Q2: 682 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $77.1K 0.03% 0 Timeline IYF 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: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 641 shares 641 $75.4K 0.03% 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: 333 shares; 2024Q4: 666 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 668 shares 668 $75.1K 0.03% +18 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980 shares; 2026Q1: 1,299 shares 1,299 $74K 0.03% +319 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,032 shares; 2024Q4: 18,132 shares; 2025Q1: 18,132 shares; 2025Q2: 17,132 shares; 2025Q3: 13,010 shares; 2025Q4: 13,010 shares; 2026Q1: 13,010 shares 13,010 $73.9K 0.03% 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; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 626 shares; 2025Q3: 611 shares; 2025Q4: 606 shares; 2026Q1: 564 shares 564 $73.9K 0.03% -42 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 976 shares; 2025Q1: 870 shares; 2025Q2: 930 shares; 2025Q3: 910 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $73.7K 0.03% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,675 shares; 2026Q1: 2,075 shares 2,075 $73.5K 0.03% +400 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; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,105 shares; 2025Q1: 1,109 shares; 2025Q2: 1,138 shares; 2025Q3: 1,086 shares; 2025Q4: 1,034 shares; 2026Q1: 983 shares 983 $73.2K 0.03% -51 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 76 shares; 2025Q1: 233 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 185 shares; 2026Q1: 169 shares 169 $72.7K 0.03% -16 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153 $72.6K 0.03% 0 Timeline APT ALPHA PRO TECH LTD More: the full row for ALPHA PRO TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,236 shares; 2024Q4: 16,236 shares; 2025Q1: 16,236 shares; 2025Q2: 16,236 shares; 2025Q3: 16,236 shares; 2025Q4: 16,236 shares; 2026Q1: 16,236 shares 16,236 $72.1K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,246 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,206 shares; 2026Q1: 1,237 shares 1,237 $71.3K 0.03% +31 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 62 shares; 2025Q2: 121 shares; 2025Q3: 221 shares; 2025Q4: 564 shares; 2026Q1: 873 shares 873 $70.3K 0.03% +309 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: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $69.5K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $69.4K 0.03% 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: 852 shares; 2024Q4: 879 shares; 2025Q1: 731 shares; 2025Q2: 735 shares; 2025Q3: 631 shares; 2025Q4: 536 shares; 2026Q1: 512 shares 512 $69.3K 0.03% -24 Timeline ESGV 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 552 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 578 shares; 2026Q1: 603 shares 603 $67.7K 0.03% +25 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 728 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $67.5K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $65.4K 0.03% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares 1,894 $65.2K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $65.1K 0.03% 0 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,770 shares; 2025Q4: 1,980 shares; 2026Q1: 3,010 shares 3,010 $64.5K 0.03% +1,030 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 165 shares; 2026Q1: 165 shares 165 $64.1K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 560 shares 560 $63.5K 0.03% -37 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $62.9K 0.03% 0 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $62.7K 0.03% 0 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,516 shares 1,516 $62.2K 0.03% -25 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $61.9K 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 194 shares; 2025Q1: 176 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $61.4K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $60.7K 0.02% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 215 shares; 2025Q1: 212 shares; 2025Q2: 255 shares; 2025Q3: 303 shares; 2025Q4: 658 shares; 2026Q1: 849 shares 849 $60.4K 0.02% +191 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,047 shares; 2025Q1: 1,072 shares; 2025Q2: 1,362 shares; 2025Q3: 1,402 shares; 2025Q4: 1,882 shares; 2026Q1: 2,182 shares 2,182 $59.6K 0.02% +300 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,036 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $59.5K 0.02% 0 Timeline XLV 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: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $58.9K 0.02% 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: 9,280 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $58.9K 0.02% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,590 shares 2,590 $56.8K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 678 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 678 shares; 2026Q1: 678 shares 678 $56.7K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 199 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $55.3K 0.02% 0 Timeline JEPI 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: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 993 shares; 2025Q3: 1,018 shares; 2025Q4: 1,038 shares; 2026Q1: 943 shares 943 $53.4K 0.02% -95 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 701 shares 701 $52.9K 0.02% -20 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares 645 $52.7K 0.02% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares 1,261 $52.5K 0.02% 0 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 4,287 shares; 2025Q1: 4,287 shares; 2025Q2: 4,250 shares; 2025Q3: 3,745 shares; 2025Q4: 3,339 shares; 2026Q1: 3,339 shares 3,339 $51.7K 0.02% 0 Timeline PRF 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: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,225 shares; 2026Q1: 1,075 shares 1,075 $51.1K 0.02% -150 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 308 shares; 2025Q3: 360 shares; 2025Q4: 441 shares; 2026Q1: 440 shares 440 $50.8K 0.02% -1 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 516 shares; 2025Q4: 496 shares; 2026Q1: 486 shares 486 $50.4K 0.02% -10 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $50.4K 0.02% 0 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $50K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $49.4K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 542 shares 542 $49.3K 0.02% +200 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $49.2K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares 529 $49.1K 0.02% 0 Timeline SCZ 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 624 shares 624 $48.9K 0.02% 0 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 1,124 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 724 shares 724 $48.4K 0.02% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605 $48.3K 0.02% 0 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $47.5K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares 1,975 $47K 0.02% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 317 shares; 2025Q1: 344 shares; 2025Q2: 332 shares; 2025Q3: 425 shares; 2025Q4: 1,000 shares; 2026Q1: 2,205 shares 2,205 $46.6K 0.02% +1,205 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares 1,171 $46.5K 0.02% 0 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 13,640 shares; 2025Q3: 12,140 shares; 2025Q4: 7,140 shares; 2026Q1: 5,140 shares 5,140 $46.3K 0.02% -2,000 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares 1,295 $45.9K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 350 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 486 shares 486 $45.7K 0.02% -64 Timeline SPYM 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 589 shares 589 $45.1K 0.02% -156 Timeline XJH 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: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991 $45K 0.02% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $44.9K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $44.2K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,255 shares; 2025Q1: 1,732 shares; 2025Q2: 1,713 shares; 2025Q3: 1,585 shares; 2025Q4: 1,579 shares; 2026Q1: 1,579 shares 1,579 $43.4K 0.02% 0 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: 1,967 shares; 2024Q4: 2,464 shares; 2025Q1: 2,341 shares; 2025Q2: 2,963 shares; 2025Q3: 3,107 shares; 2025Q4: 3,197 shares; 2026Q1: 3,187 shares 3,187 $43.1K 0.02% -10 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; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $43K 0.02% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: 904 shares 904 $42.5K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 174 shares 174 $42.3K 0.02% +16 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 200 shares 200 $41.5K 0.02% -50 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328 $41.4K 0.02% 0 Timeline MXC MEXCO ENERGY CORP More: the full row for MEXCO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $40.9K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $40.8K 0.02% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares; 2026Q1: 1,486 shares 1,486 $40.7K 0.02% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $39.9K 0.02% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545 $39.6K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 966 shares; 2025Q1: 952 shares; 2025Q2: 852 shares; 2025Q3: 857 shares; 2025Q4: 858 shares; 2026Q1: 858 shares 858 $39.3K 0.02% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855 $38.8K 0.02% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 830 shares 830 $38.7K 0.02% -200 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 86 shares; 2025Q1: 79 shares; 2025Q2: 284 shares; 2025Q3: 109 shares; 2025Q4: 59 shares; 2026Q1: 42 shares 42 $38.6K 0.02% -17 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 87 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 44 shares 44 $37.2K 0.02% +4 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $36.6K 0.01% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $36.1K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682 $35.8K 0.01% 0 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $35.6K 0.01% 0 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $35.2K 0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 390 shares 390 $35.1K 0.01% new Timeline HURC HURCO CO More: the full row for HURCO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,226 shares; 2025Q1: 7,126 shares; 2025Q2: 7,126 shares; 2025Q3: 7,126 shares; 2025Q4: 2,374 shares; 2026Q1: 2,374 shares 2,374 $34.9K 0.01% 0 Timeline IYE 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $34.7K 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $34.2K 0.01% 0 Timeline SILJ 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: not reported; 2026Q1: 1,150 shares 1,150 $34.2K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 59 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 50 shares 50 $34.1K 0.01% -10 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 3,000 shares 3,000 $33.5K 0.01% -1,000 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 646 shares 646 $33.4K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 93 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 143 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $33.2K 0.01% 0 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 547 shares; 2025Q1: 527 shares; 2025Q2: 842 shares; 2025Q3: 992 shares; 2025Q4: 1,207 shares; 2026Q1: 1,397 shares 1,397 $32.8K 0.01% +190 Timeline GLOBAL INDEMNITY GROUP LLC … GLOBAL INDEMNITY GROUP LLC COM CL… More: the full row for GLOBAL INDEMNITY GROUP LLC COM CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $32.7K 0.01% 0 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: 458 shares; 2024Q4: 458 shares; 2025Q1: 483 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 553 shares; 2026Q1: 636 shares 636 $32.2K 0.01% +83 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 176 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 178 shares; 2026Q1: 153 shares 153 $32.1K 0.01% -25 Timeline SPSM 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: 687 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 660 shares 660 $31.9K 0.01% -27 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 460 shares; 2025Q3: 475 shares; 2025Q4: 490 shares; 2026Q1: 467 shares 467 $31.8K 0.01% -23 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $31.7K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 451 shares; 2025Q4: 504 shares; 2026Q1: 616 shares 616 $30.5K 0.01% +112 Timeline KBE 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: 493 shares; 2024Q4: 496 shares; 2025Q1: 500 shares; 2025Q2: 503 shares; 2025Q3: 506 shares; 2025Q4: 509 shares; 2026Q1: 512 shares 512 $30.5K 0.01% +3 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 720 shares; 2025Q1: 629 shares; 2025Q2: 561 shares; 2025Q3: 402 shares; 2025Q4: 377 shares; 2026Q1: 324 shares 324 $30.2K 0.01% -53 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 400 shares 400 $29.7K 0.01% -175 Timeline IYJ 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $29.5K 0.01% 0 Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,280 shares; 2024Q4: 27,900 shares; 2025Q1: 24,400 shares; 2025Q2: 21,400 shares; 2025Q3: 21,400 shares; 2025Q4: 20,232 shares; 2026Q1: 20,232 shares 20,232 $29.3K 0.01% 0 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 242 shares; 2025Q4: 257 shares; 2026Q1: 262 shares 262 $28.9K 0.01% +5 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 387 shares; 2025Q3: 337 shares; 2025Q4: 383 shares; 2026Q1: 322 shares 322 $28.6K 0.01% -61 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 1,849 shares; 2025Q1: 899 shares; 2025Q2: 919 shares; 2025Q3: 1,019 shares; 2025Q4: 865 shares; 2026Q1: 940 shares 940 $28.5K 0.01% +75 Timeline TLH 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 66 shares; 2025Q3: 116 shares; 2025Q4: 266 shares; 2026Q1: 279 shares 279 $28.1K 0.01% +13 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 833 shares 833 $28.1K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $28K 0.01% 0 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 111 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 133 shares 133 $27.4K 0.01% +17 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 656 shares; 2025Q1: 531 shares; 2025Q2: 479 shares; 2025Q3: 408 shares; 2025Q4: 403 shares; 2026Q1: 415 shares 415 $27.1K 0.01% +12 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: 380 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 785 shares; 2026Q1: 935 shares 935 $27.1K 0.01% +150 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares; 2026Q1: 2,058 shares 2,058 $27K 0.01% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $26.8K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $25.6K 0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 681 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $25.2K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $25.2K 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; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 5,681 shares; 2025Q1: 6,542 shares; 2025Q2: 6,480 shares; 2025Q3: 3,415 shares; 2025Q4: 4,044 shares; 2026Q1: 4,497 shares 4,497 $25.2K 0.01% +453 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 1,940 shares; 2025Q3: 1,805 shares; 2025Q4: 1,696 shares; 2026Q1: 1,628 shares 1,628 $25.1K 0.01% -68 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $25.1K 0.01% 0 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER 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: 7,588 shares 7,588 $25K 0.01% new Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $25K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $24.9K 0.01% 0 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to 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: 1,500 shares 1,500 $24.2K 0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $24K 0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $24K 0.01% 0 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $23.8K 0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 294 shares; 2025Q1: 308 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 495 shares; 2026Q1: 620 shares 620 $23.4K 0.01% +125 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $23.4K 0.01% 0 Timeline BIL 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: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $23.1K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 58 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 215 shares; 2026Q1: 240 shares 240 $23.1K 0.01% +25 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares; 2026Q1: 267 shares 267 $22.8K 0.01% +48 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $22.8K 0.01% 0 Timeline ITOT 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: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $22.4K 0.01% 0 Timeline UG UNITED GUARDIAN INC More: the full row for UNITED GUARDIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,324 shares; 2026Q1: 3,324 shares 3,324 $22.3K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299 $22K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $22K 0.01% 0 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: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 214 shares 214 $21.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 85 shares; 2026Q1: 401 shares 401 $21.9K 0.01% +316 Timeline EPI 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: 360 shares; 2024Q4: 370 shares; 2025Q1: 440 shares; 2025Q2: 455 shares; 2025Q3: 435 shares; 2025Q4: 520 shares; 2026Q1: 530 shares 530 $21.6K 0.01% +10 Timeline FV 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: 532 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 353 shares 353 $21.4K 0.01% +130 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 20 shares 20 $21.4K 0.01% -5 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares 892 $21.3K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 642 shares; 2025Q1: 848 shares; 2025Q2: 1,548 shares; 2025Q3: 1,578 shares; 2025Q4: 1,394 shares; 2026Q1: 1,418 shares 1,418 $21.3K 0.01% +24 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $21.2K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 108 shares; 2025Q1: 193 shares; 2025Q2: 92 shares; 2025Q3: 97 shares; 2025Q4: 83 shares; 2026Q1: 57 shares 57 $21.2K 0.01% -26 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 923 shares; 2025Q1: 764 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $21.2K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $21.1K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $20.9K 0.01% 0 Timeline SPDW 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: 599 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 455 shares 455 $20.8K 0.01% -173 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED 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: 900 shares 900 $20.3K 0.01% new 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: 475 shares; 2025Q1: 475 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 575 shares; 2026Q1: 675 shares 675 $20.2K 0.01% +100 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 241 shares; 2025Q1: 202 shares; 2025Q2: 267 shares; 2025Q3: 317 shares; 2025Q4: 473 shares; 2026Q1: 688 shares 688 $19.8K 0.01% +215 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,440 shares; 2025Q2: 1,595 shares; 2025Q3: 1,545 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares 1,345 $19.5K 0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $19.4K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $19.4K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 702 shares; 2025Q1: 377 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $19K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 230 shares; 2026Q1: 270 shares 270 $18.8K 0.01% +40 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 366 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $18.8K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $18.7K 0.01% 0 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: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares 1,242 $18.7K 0.01% 0 Timeline IYR 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: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $18.5K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 25 shares; 2025Q4: 125 shares; 2026Q1: 176 shares 176 $18.4K 0.01% +51 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 291 shares; 2025Q2: 258 shares; 2025Q3: 269 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $18.4K 0.01% 0 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: 394 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $18.3K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $18.3K 0.01% 0 Timeline