IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 5,182 shares; 2025Q1: 5,131 shares; 2025Q2: 6,291 shares; 2025Q3: 6,049 shares; 2025Q4: 6,148 shares; 2026Q1: 5,956 shares 5,956 $1.08M 0.01% -192 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: 1,276 shares; 2024Q4: 1,328 shares; 2025Q1: 7,094 shares; 2025Q2: 8,541 shares; 2025Q3: 44,172 shares; 2025Q4: 65,848 shares; 2026Q1: 61,486 shares 61,486 $1.08M 0.01% -4,362 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,986 shares; 2024Q4: 24,472 shares; 2025Q1: 24,692 shares; 2025Q2: 25,570 shares; 2025Q3: 24,441 shares; 2025Q4: 25,847 shares; 2026Q1: 106,905 shares 106,905 $1.07M 0.01% +81,058 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: 7,456 shares; 2024Q4: 7,464 shares; 2025Q1: 7,227 shares; 2025Q2: 7,232 shares; 2025Q3: 7,240 shares; 2025Q4: 6,842 shares; 2026Q1: 7,242 shares 7,242 $1.07M 0.01% +400 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,954 shares; 2025Q2: 2,619 shares; 2025Q3: 2,689 shares; 2025Q4: 3,160 shares; 2026Q1: 3,078 shares 3,078 $1.06M 0.01% -82 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,942 shares; 2024Q4: 18,955 shares; 2025Q1: 18,480 shares; 2025Q2: 18,989 shares; 2025Q3: 19,002 shares; 2025Q4: 19,016 shares; 2026Q1: 18,940 shares 18,940 $1.05M 0.01% -76 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 2 shares; 2025Q1: 148 shares; 2025Q2: 987 shares; 2025Q3: 1,773 shares; 2025Q4: 1,999 shares; 2026Q1: 54,586 shares 54,586 $1.05M 0.01% +52,587 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 425 shares; 2025Q1: 373 shares; 2025Q2: 965 shares; 2025Q3: 900 shares; 2025Q4: 988 shares; 2026Q1: 955 shares 955 $1.04M 0.01% -33 Timeline RPC RIDGEPOST CAP INC More: the full row for RIDGEPOST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171,910 shares; 2025Q2: 171,909 shares; 2025Q3: 241,909 shares; 2025Q4: 167,799 shares; 2026Q1: 140,768 shares 140,768 $1.02M 0.01% -27,031 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 9,311 shares; 2025Q1: 8,681 shares; 2025Q2: 9,620 shares; 2025Q3: 9,668 shares; 2025Q4: 10,088 shares; 2026Q1: 20,757 shares 20,757 $1.02M 0.01% +10,669 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,317 shares; 2024Q4: 10,193 shares; 2025Q1: 10,213 shares; 2025Q2: 10,716 shares; 2025Q3: 10,675 shares; 2025Q4: 11,240 shares; 2026Q1: 10,594 shares 10,594 $1.02M 0.01% -646 Timeline IJT 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: 7,967 shares; 2024Q4: 7,948 shares; 2025Q1: 7,948 shares; 2025Q2: 7,749 shares; 2025Q3: 7,467 shares; 2025Q4: 7,020 shares; 2026Q1: 7,022 shares 7,022 $1.02M 0.01% +2 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to 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: 280 shares; 2026Q1: 11,136 shares 11,136 $1.01M 0.01% +10,856 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,019 shares; 2024Q4: 112,146 shares; 2025Q1: 105,949 shares; 2025Q2: 105,189 shares; 2025Q3: 110,499 shares; 2025Q4: 19,340 shares; 2026Q1: 18,156 shares 18,156 $1.01M 0.01% -1,184 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,469 shares; 2024Q4: 8,480 shares; 2025Q1: 8,611 shares; 2025Q2: 8,488 shares; 2025Q3: 8,488 shares; 2025Q4: 9,983 shares; 2026Q1: 12,875 shares 12,875 $1.01M 0.01% +2,892 Timeline VSGX 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: 5,658 shares; 2024Q4: 5,190 shares; 2025Q1: 5,190 shares; 2025Q2: 5,190 shares; 2025Q3: 5,662 shares; 2025Q4: 11,324 shares; 2026Q1: 14,106 shares 14,106 $1.01M 0.01% +2,782 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,066 shares; 2024Q4: 22,019 shares; 2025Q1: 19,578 shares; 2025Q2: 21,282 shares; 2025Q3: 20,425 shares; 2025Q4: 20,059 shares; 2026Q1: 20,037 shares 20,037 $1.01M 0.01% -22 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882,542 shares; 2024Q4: 883,042 shares; 2025Q1: 883,042 shares; 2025Q2: 883,042 shares; 2025Q3: not reported; 2025Q4: 882,367 shares; 2026Q1: 884,119 shares 884,119 $1.01M 0.01% +1,752 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: 10,710 shares; 2024Q4: 6,675 shares; 2025Q1: 10,911 shares; 2025Q2: 12,245 shares; 2025Q3: 13,349 shares; 2025Q4: 14,596 shares; 2026Q1: 12,032 shares 12,032 $1.01M 0.01% -2,564 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,516 shares; 2025Q3: 24,516 shares; 2025Q4: 24,516 shares; 2026Q1: 24,516 shares 24,516 $1.01M 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5,885 shares; 2025Q1: 11,719 shares; 2025Q2: 6,038 shares; 2025Q3: 6,391 shares; 2025Q4: 7,329 shares; 2026Q1: 5,888 shares 5,888 $1M 0.01% -1,441 Timeline AOR 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: 15,323 shares; 2024Q4: 15,547 shares; 2025Q1: 15,323 shares; 2025Q2: 15,323 shares; 2025Q3: 15,323 shares; 2025Q4: 15,319 shares; 2026Q1: 15,590 shares 15,590 $1M 0.01% +271 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,376 shares; 2025Q1: 2,193 shares; 2025Q2: 2,125 shares; 2025Q3: 2,105 shares; 2025Q4: 2,807 shares; 2026Q1: 3,299 shares 3,299 $1M 0.01% +492 Timeline EAGG 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: 13,792 shares; 2024Q4: 13,792 shares; 2025Q1: 20,564 shares; 2025Q2: 20,564 shares; 2025Q3: 20,564 shares; 2025Q4: 20,564 shares; 2026Q1: 21,087 shares 21,087 $1M 0.01% +523 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: 14,033 shares; 2024Q4: 13,061 shares; 2025Q1: 13,307 shares; 2025Q2: 13,358 shares; 2025Q3: 13,359 shares; 2025Q4: 12,758 shares; 2026Q1: 12,736 shares 12,736 $1M 0.01% -22 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 24,427 shares 24,427 $996K 0.01% +23,604 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,839 shares; 2025Q1: 2,642 shares; 2025Q2: 3,785 shares; 2025Q3: 3,845 shares; 2025Q4: 5,192 shares; 2026Q1: 3,122 shares 3,122 $981K 0.01% -2,070 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,651 shares; 2025Q2: 7,316 shares; 2025Q3: 6,897 shares; 2025Q4: 4,651 shares; 2026Q1: 336,781 shares 336,781 $970K 0.01% +332,130 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,504 shares; 2024Q4: 38,360 shares; 2025Q1: 39,484 shares; 2025Q2: 41,077 shares; 2025Q3: 41,754 shares; 2025Q4: 40,215 shares; 2026Q1: 41,724 shares 41,724 $963K 0.01% +1,509 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: 11,635 shares; 2024Q4: 11,578 shares; 2025Q1: 11,794 shares; 2025Q2: 10,734 shares; 2025Q3: 11,569 shares; 2025Q4: 11,656 shares; 2026Q1: 8,486 shares 8,486 $960K 0.01% -3,170 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,062 shares 30,062 $960K 0.01% new Timeline CORZZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,318 shares 63,318 $950K 0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 9,971 shares; 2025Q1: 9,981 shares; 2025Q2: 9,984 shares; 2025Q3: 10,171 shares; 2025Q4: 10,312 shares; 2026Q1: 11,100 shares 11,100 $944K 0.01% +788 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 98 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 15,050 shares 15,050 $943K 0.01% +14,998 Timeline KXI 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: 8,235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,048 shares 14,048 $941K 0.01% new Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,005 shares 36,005 $940K 0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 4,387 shares; 2025Q1: 4,387 shares; 2025Q2: 4,431 shares; 2025Q3: 4,425 shares; 2025Q4: 4,589 shares; 2026Q1: 4,300 shares 4,300 $932K 0.01% -289 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,464 shares; 2024Q4: 10,522 shares; 2025Q1: 10,812 shares; 2025Q2: 11,026 shares; 2025Q3: 10,881 shares; 2025Q4: 10,031 shares; 2026Q1: 9,332 shares 9,332 $928K 0.01% -699 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,297 shares; 2025Q1: 7,498 shares; 2025Q2: 7,500 shares; 2025Q3: 7,504 shares; 2025Q4: 7,512 shares; 2026Q1: 7,641 shares 7,641 $923K 0.01% +129 Timeline VIGI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,696 shares; 2025Q3: 9,696 shares; 2025Q4: 10,431 shares; 2026Q1: 10,431 shares 10,431 $923K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,875 shares; 2025Q1: 2,836 shares; 2025Q2: 3,587 shares; 2025Q3: 5,424 shares; 2025Q4: 4,719 shares; 2026Q1: 5,227 shares 5,227 $918K 0.01% +508 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: 11,351 shares; 2024Q4: 10,615 shares; 2025Q1: 13,429 shares; 2025Q2: 18,326 shares; 2025Q3: 22,302 shares; 2025Q4: 26,079 shares; 2026Q1: 38,540 shares 38,540 $918K 0.01% +12,461 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: 8,427 shares; 2024Q4: 8,779 shares; 2025Q1: 10,067 shares; 2025Q2: 10,934 shares; 2025Q3: 9,432 shares; 2025Q4: 9,322 shares; 2026Q1: 9,584 shares 9,584 $915K 0.01% +262 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,920 shares; 2024Q4: 53,190 shares; 2025Q1: 53,637 shares; 2025Q2: 56,370 shares; 2025Q3: 58,871 shares; 2025Q4: 62,247 shares; 2026Q1: 54,537 shares 54,537 $912K 0.01% -7,710 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,409 shares; 2024Q4: 28,513 shares; 2025Q1: 30,384 shares; 2025Q2: 44,501 shares; 2025Q3: 44,080 shares; 2025Q4: 39,369 shares; 2026Q1: 40,384 shares 40,384 $908K 0.01% +1,015 Timeline SHM 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: 21,632 shares; 2024Q4: 15,802 shares; 2025Q1: 16,248 shares; 2025Q2: 16,891 shares; 2025Q3: 17,933 shares; 2025Q4: 18,661 shares; 2026Q1: 18,845 shares 18,845 $901K 0.01% +184 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: 11,770 shares; 2024Q4: 11,810 shares; 2025Q1: 11,974 shares; 2025Q2: 12,425 shares; 2025Q3: 12,951 shares; 2025Q4: 12,330 shares; 2026Q1: 11,770 shares 11,770 $901K 0.01% -560 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 478 shares; 2025Q2: 4,730 shares; 2025Q3: 4,886 shares; 2025Q4: 5,153 shares; 2026Q1: 4,690 shares 4,690 $899K 0.01% -463 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: 5,337 shares; 2024Q4: 5,274 shares; 2025Q1: 5,276 shares; 2025Q2: 5,477 shares; 2025Q3: 5,753 shares; 2025Q4: 6,236 shares; 2026Q1: 8,168 shares 8,168 $898K 0.01% +1,932 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 12,222 shares; 2025Q1: 11,994 shares; 2025Q2: 12,220 shares; 2025Q3: 12,324 shares; 2025Q4: 14,097 shares; 2026Q1: 10,860 shares 10,860 $898K 0.01% -3,237 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 2,923 shares; 2025Q1: 1,727 shares; 2025Q2: 1,515 shares; 2025Q3: 1,497 shares; 2025Q4: 3,005 shares; 2026Q1: 3,015 shares 3,015 $894K 0.01% +10 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: 10,792 shares; 2024Q4: 9,674 shares; 2025Q1: 9,601 shares; 2025Q2: 10,669 shares; 2025Q3: 12,378 shares; 2025Q4: 14,083 shares; 2026Q1: 11,562 shares 11,562 $891K 0.01% -2,521 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 2,268 shares; 2025Q1: 765 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 765 shares; 2026Q1: 1,045 shares 1,045 $888K 0.01% +280 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: 18,081 shares; 2024Q4: 18,081 shares; 2025Q1: 18,081 shares; 2025Q2: 18,005 shares; 2025Q3: 18,005 shares; 2025Q4: 18,005 shares; 2026Q1: 18,488 shares 18,488 $882K 0.01% +483 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,857 shares; 2025Q1: 5,783 shares; 2025Q2: 6,472 shares; 2025Q3: 6,403 shares; 2025Q4: 8,620 shares; 2026Q1: 7,613 shares 7,613 $881K 0.01% -1,007 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: not reported; 2025Q1: 2,524 shares; 2025Q2: 4,295 shares; 2025Q3: 14,413 shares; 2025Q4: 15,328 shares; 2026Q1: 12,681 shares 12,681 $877K 0.01% -2,647 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 510 shares; 2025Q1: 551 shares; 2025Q2: 439 shares; 2025Q3: 885 shares; 2025Q4: 1,108 shares; 2026Q1: 1,134 shares 1,134 $876K 0.01% +26 Timeline VOE 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: 5,321 shares; 2024Q4: 5,289 shares; 2025Q1: 5,597 shares; 2025Q2: 4,343 shares; 2025Q3: 4,886 shares; 2025Q4: 4,755 shares; 2026Q1: 4,755 shares 4,755 $876K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 2,709 shares; 2025Q1: 3,066 shares; 2025Q2: 3,650 shares; 2025Q3: 5,317 shares; 2025Q4: 5,525 shares; 2026Q1: 5,303 shares 5,303 $876K 0.01% -222 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: 9,740 shares; 2024Q4: 25,971 shares; 2025Q1: 25,005 shares; 2025Q2: 25,465 shares; 2025Q3: 7,959 shares; 2025Q4: 9,661 shares; 2026Q1: 14,303 shares 14,303 $875K 0.01% +4,642 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,004 shares; 2024Q4: 175,004 shares; 2025Q1: 175,004 shares; 2025Q2: 175,000 shares; 2025Q3: 175,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $874K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 187 shares; 2025Q1: 136 shares; 2025Q2: 744 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,044 shares 77,044 $869K 0.01% new Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 24,428 shares; 2026Q1: 33,487 shares 33,487 $866K 0.01% +9,059 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 74 shares; 2025Q1: 147 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,826 shares 50,826 $863K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,383 shares 4,383 $860K 0.01% new 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: 5,457 shares; 2024Q4: 6,647 shares; 2025Q1: 4,304 shares; 2025Q2: 5,614 shares; 2025Q3: 5,911 shares; 2025Q4: 5,793 shares; 2026Q1: 4,133 shares 4,133 $859K 0.01% -1,660 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 340 shares; 2025Q1: 328 shares; 2025Q2: 7,554 shares; 2025Q3: 8,640 shares; 2025Q4: 10,834 shares; 2026Q1: 9,797 shares 9,797 $858K 0.01% -1,037 Timeline SHV 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: 53,204 shares; 2024Q4: 52,532 shares; 2025Q1: 30,664 shares; 2025Q2: 31,152 shares; 2025Q3: 19,321 shares; 2025Q4: 9,161 shares; 2026Q1: 7,711 shares 7,711 $851K 0.01% -1,450 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: 9,668 shares; 2024Q4: 9,220 shares; 2025Q1: 9,050 shares; 2025Q2: 10,879 shares; 2025Q3: 10,392 shares; 2025Q4: 21,188 shares; 2026Q1: 16,366 shares 16,366 $851K 0.01% -4,822 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,480 shares; 2025Q1: 1,689 shares; 2025Q2: 2,436 shares; 2025Q3: 2,841 shares; 2025Q4: 2,634 shares; 2026Q1: 3,118 shares 3,118 $849K 0.01% +484 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,568 shares; 2024Q4: 51,568 shares; 2025Q1: 41,343 shares; 2025Q2: 41,313 shares; 2025Q3: 41,368 shares; 2025Q4: 41,313 shares; 2026Q1: 41,313 shares 41,313 $840K 0.01% 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: 9,398 shares; 2024Q4: 9,157 shares; 2025Q1: 9,473 shares; 2025Q2: 10,140 shares; 2025Q3: 11,035 shares; 2025Q4: 11,681 shares; 2026Q1: 9,443 shares 9,443 $835K 0.01% -2,238 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 453 shares; 2025Q1: 424 shares; 2025Q2: 1,345 shares; 2025Q3: 1,863 shares; 2025Q4: 2,220 shares; 2026Q1: 2,189 shares 2,189 $832K 0.01% -31 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 12,201 shares; 2025Q1: 12,771 shares; 2025Q2: 13,290 shares; 2025Q3: 14,775 shares; 2025Q4: 17,069 shares; 2026Q1: 17,069 shares 17,069 $831K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 836 shares; 2025Q1: 880 shares; 2025Q2: 2,476 shares; 2025Q3: 2,714 shares; 2025Q4: 4,194 shares; 2026Q1: 3,058 shares 3,058 $827K 0.01% -1,136 Timeline TECX TECTONIC THERAPEUTIC INC More: the full row for TECTONIC THERAPEUTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,833 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 6,500 shares; 2026Q1: 26,760 shares 26,760 $827K 0.01% +20,260 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,359 shares; 2025Q2: 20,755 shares; 2025Q3: 16,534 shares; 2025Q4: 16,515 shares; 2026Q1: 17,502 shares 17,502 $826K 0.01% +987 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: 17,872 shares; 2024Q4: 17,207 shares; 2025Q1: 16,306 shares; 2025Q2: 16,280 shares; 2025Q3: 16,450 shares; 2025Q4: 15,759 shares; 2026Q1: 14,883 shares 14,883 $821K 0.01% -876 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: 20,743 shares; 2024Q4: 21,278 shares; 2025Q1: 21,156 shares; 2025Q2: 3,759 shares; 2025Q3: 3,724 shares; 2025Q4: 9,616 shares; 2026Q1: 11,989 shares 11,989 $817K 0.01% +2,373 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,562 shares; 2024Q4: 48,054 shares; 2025Q1: 20,836 shares; 2025Q2: 69,942 shares; 2025Q3: 69,942 shares; 2025Q4: 69,942 shares; 2026Q1: 69,942 shares 69,942 $814K 0.01% 0 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,500 shares; 2025Q4: 38,520 shares; 2026Q1: 38,520 shares 38,520 $813K 0.01% 0 Timeline HDV 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: 6,246 shares; 2024Q4: 5,901 shares; 2025Q1: 6,138 shares; 2025Q2: 5,804 shares; 2025Q3: 5,985 shares; 2025Q4: 6,428 shares; 2026Q1: 5,985 shares 5,985 $812K 0.01% -443 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 3,830 shares; 2025Q1: 5,512 shares; 2025Q2: 3,027 shares; 2025Q3: 2,908 shares; 2025Q4: 2,493 shares; 2026Q1: 1,654 shares 1,654 $812K 0.01% -839 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,257 shares; 2025Q1: 4,293 shares; 2025Q2: 4,483 shares; 2025Q3: 4,514 shares; 2025Q4: 4,719 shares; 2026Q1: 4,505 shares 4,505 $809K 0.01% -214 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 826 shares; 2025Q1: 830 shares; 2025Q2: 929 shares; 2025Q3: 608 shares; 2025Q4: 761 shares; 2026Q1: 819 shares 819 $804K 0.01% +58 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 571 shares; 2026Q1: 12,140 shares 12,140 $803K 0.01% +11,569 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 6,788 shares; 2025Q1: 6,788 shares; 2025Q2: 6,788 shares; 2025Q3: 6,788 shares; 2025Q4: 6,788 shares; 2026Q1: 7,757 shares 7,757 $802K 0.01% +969 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,714 shares; 2026Q1: 38,112 shares 38,112 $802K 0.01% +6,398 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 326 shares; 2025Q4: 19,773 shares; 2026Q1: 19,421 shares 19,421 $802K 0.01% -352 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,888 shares; 2026Q1: 36,944 shares 36,944 $801K 0.01% +6,056 Timeline LYEL LYELL IMMUNOPHARMA INC More: the full row for LYELL IMMUNOPHARMA 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: 39,916 shares 39,916 $801K 0.01% new Timeline EFAV 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: 8,573 shares; 2024Q4: 8,266 shares; 2025Q1: 8,266 shares; 2025Q2: 8,232 shares; 2025Q3: 8,124 shares; 2025Q4: 7,887 shares; 2026Q1: 8,732 shares 8,732 $798K 0.01% +845 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,878 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,878 shares; 2026Q1: 18,563 shares 18,563 $787K 0.01% +15,685 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,496 shares; 2025Q1: 4,672 shares; 2025Q2: 7,205 shares; 2025Q3: 6,035 shares; 2025Q4: 5,784 shares; 2026Q1: 4,788 shares 4,788 $786K 0.01% -996 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,403 shares; 2024Q4: 15,308 shares; 2025Q1: 15,303 shares; 2025Q2: 15,311 shares; 2025Q3: 15,323 shares; 2025Q4: 15,133 shares; 2026Q1: 15,596 shares 15,596 $784K 0.01% +463 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,250 shares; 2024Q4: 36,582 shares; 2025Q1: 23,578 shares; 2025Q2: 23,176 shares; 2025Q3: 12,176 shares; 2025Q4: 25,398 shares; 2026Q1: 22,130 shares 22,130 $784K 0.01% -3,268 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: 8,826 shares; 2024Q4: 8,630 shares; 2025Q1: 4,339 shares; 2025Q2: 3,961 shares; 2025Q3: 1,823 shares; 2025Q4: 8,458 shares; 2026Q1: 6,567 shares 6,567 $779K 0.01% -1,891 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,948 shares; 2025Q1: 3,948 shares; 2025Q2: 3,948 shares; 2025Q3: 3,948 shares; 2025Q4: 4,928 shares; 2026Q1: 15,322 shares 15,322 $779K 0.01% +10,394 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: 943 shares; 2024Q4: 2,318 shares; 2025Q1: 844 shares; 2025Q2: 2,545 shares; 2025Q3: 2,585 shares; 2025Q4: 5,100 shares; 2026Q1: 7,112 shares 7,112 $775K 0.01% +2,012 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $772K 0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,632 shares; 2025Q1: 2,640 shares; 2025Q2: 2,505 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares; 2026Q1: 3,011 shares 3,011 $765K 0.01% +505 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 6,391 shares; 2025Q1: 6,730 shares; 2025Q2: 6,440 shares; 2025Q3: 6,429 shares; 2025Q4: 6,369 shares; 2026Q1: 5,987 shares 5,987 $762K 0.01% -382 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 4,848 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 192 shares; 2025Q4: 354 shares; 2026Q1: 1,955 shares 1,955 $749K 0.01% +1,601 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 388 shares; 2025Q2: 1,030 shares; 2025Q3: 1,113 shares; 2025Q4: 1,084 shares; 2026Q1: 1,014 shares 1,014 $749K 0.01% -70 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 9,751 shares 9,751 $744K 0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,651 shares; 2025Q1: 1,382 shares; 2025Q2: 909 shares; 2025Q3: 4,517 shares; 2025Q4: 6,388 shares; 2026Q1: 5,885 shares 5,885 $743K 0.01% -503 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 6,383 shares; 2025Q1: 7,408 shares; 2025Q2: 8,011 shares; 2025Q3: 8,090 shares; 2025Q4: 8,172 shares; 2026Q1: 7,254 shares 7,254 $743K 0.01% -918 Timeline IJS 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: 6,173 shares; 2024Q4: 6,669 shares; 2025Q1: 5,821 shares; 2025Q2: 5,821 shares; 2025Q3: 5,916 shares; 2025Q4: 6,266 shares; 2026Q1: 6,268 shares 6,268 $742K 0.01% +2 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,404 shares; 2024Q4: 18,092 shares; 2025Q1: 17,424 shares; 2025Q2: 17,193 shares; 2025Q3: 15,671 shares; 2025Q4: 15,977 shares; 2026Q1: 15,301 shares 15,301 $740K 0.01% -676 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: 7,045 shares; 2024Q4: 7,246 shares; 2025Q1: 9,202 shares; 2025Q2: 8,799 shares; 2025Q3: 8,999 shares; 2025Q4: 7,592 shares; 2026Q1: 9,419 shares 9,419 $739K 0.01% +1,827 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,218 shares; 2025Q4: 28,052 shares; 2026Q1: 29,120 shares 29,120 $736K 0.01% +1,068 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,158 shares 18,158 $736K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,597 shares; 2024Q4: 24,336 shares; 2025Q1: 25,321 shares; 2025Q2: 31,841 shares; 2025Q3: 27,511 shares; 2025Q4: 38,225 shares; 2026Q1: 38,248 shares 38,248 $735K 0.01% +23 Timeline VAW 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: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 2,830 shares; 2025Q2: 3,430 shares; 2025Q3: 3,014 shares; 2025Q4: 3,214 shares; 2026Q1: 3,224 shares 3,224 $727K 0.01% +10 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: 5,215 shares; 2024Q4: 5,171 shares; 2025Q1: 5,624 shares; 2025Q2: 6,314 shares; 2025Q3: 8,452 shares; 2025Q4: 6,892 shares; 2026Q1: 7,927 shares 7,927 $721K 0.01% +1,035 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: 8,401 shares; 2024Q4: 7,954 shares; 2025Q1: 6,807 shares; 2025Q2: 4,310 shares; 2025Q3: 3,276 shares; 2025Q4: 3,269 shares; 2026Q1: 4,878 shares 4,878 $715K 0.01% +1,609 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 465 shares; 2025Q1: 743 shares; 2025Q2: 864 shares; 2025Q3: 797 shares; 2025Q4: 791 shares; 2026Q1: 1,324 shares 1,324 $714K 0.01% +533 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,478 shares; 2025Q1: 9,223 shares; 2025Q2: 9,133 shares; 2025Q3: 10,073 shares; 2025Q4: 10,158 shares; 2026Q1: 6,565 shares 6,565 $713K 0.01% -3,593 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: 19,145 shares; 2024Q4: 12,466 shares; 2025Q1: 12,252 shares; 2025Q2: 14,563 shares; 2025Q3: 12,842 shares; 2025Q4: 7,010 shares; 2026Q1: 10,958 shares 10,958 $712K 0.01% +3,948 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,040 shares; 2025Q1: 2,086 shares; 2025Q2: 2,403 shares; 2025Q3: 2,867 shares; 2025Q4: 3,401 shares; 2026Q1: 3,412 shares 3,412 $711K 0.01% +11 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,297 shares; 2025Q1: 2,025 shares; 2025Q2: 5,377 shares; 2025Q3: 5,384 shares; 2025Q4: 10,467 shares; 2026Q1: 17,548 shares 17,548 $710K 0.01% +7,081 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,708 shares; 2025Q1: 2,760 shares; 2025Q2: 2,924 shares; 2025Q3: 3,329 shares; 2025Q4: 3,751 shares; 2026Q1: 2,833 shares 2,833 $710K 0.01% -918 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,610 shares; 2024Q4: 6,610 shares; 2025Q1: 6,610 shares; 2025Q2: 6,610 shares; 2025Q3: 6,610 shares; 2025Q4: 6,610 shares; 2026Q1: 6,610 shares 6,610 $710K 0.01% 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: 5,679 shares; 2024Q4: 5,290 shares; 2025Q1: 6,208 shares; 2025Q2: 9,139 shares; 2025Q3: 8,859 shares; 2025Q4: 3,107 shares; 2026Q1: 15,408 shares 15,408 $706K 0.01% +12,301 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 495 shares; 2025Q1: 527 shares; 2025Q2: 1,050 shares; 2025Q3: 1,067 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares 1,036 $706K 0.01% 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: 19,522 shares; 2024Q4: 19,522 shares; 2025Q1: 19,522 shares; 2025Q2: 19,522 shares; 2025Q3: 19,522 shares; 2025Q4: 19,522 shares; 2026Q1: 19,522 shares 19,522 $705K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,166 shares; 2025Q1: 2,498 shares; 2025Q2: 18,404 shares; 2025Q3: 18,075 shares; 2025Q4: 19,548 shares; 2026Q1: 18,067 shares 18,067 $704K 0.01% -1,481 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,985 shares; 2025Q1: 32,676 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,344 shares; 2026Q1: 14,904 shares 14,904 $698K 0.01% -15,440 Timeline DES 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: 21,355 shares; 2024Q4: 21,158 shares; 2025Q1: 22,418 shares; 2025Q2: 21,005 shares; 2025Q3: 21,124 shares; 2025Q4: 21,242 shares; 2026Q1: 19,362 shares 19,362 $696K 0.01% -1,880 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,573 shares; 2025Q1: 2,592 shares; 2025Q2: 2,794 shares; 2025Q3: 2,879 shares; 2025Q4: 3,062 shares; 2026Q1: 2,383 shares 2,383 $693K 0.01% -679 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,947 shares; 2025Q1: 12,947 shares; 2025Q2: 52,230 shares; 2025Q3: 12,947 shares; 2025Q4: 12,947 shares; 2026Q1: 12,947 shares 12,947 $691K 0.01% 0 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,763 shares; 2024Q4: 6,142 shares; 2025Q1: 6,166 shares; 2025Q2: 6,279 shares; 2025Q3: 6,303 shares; 2025Q4: 6,194 shares; 2026Q1: 6,194 shares 6,194 $683K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 8,957 shares; 2025Q1: 7,452 shares; 2025Q2: 10,008 shares; 2025Q3: 9,568 shares; 2025Q4: 9,993 shares; 2026Q1: 9,993 shares 9,993 $682K 0.01% 0 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,260 shares; 2024Q4: 51,896 shares; 2025Q1: 54,384 shares; 2025Q2: 51,696 shares; 2025Q3: 52,702 shares; 2025Q4: 53,121 shares; 2026Q1: 52,818 shares 52,818 $678K 0.01% -303 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: 69,196 shares; 2024Q4: 70,840 shares; 2025Q1: 66,128 shares; 2025Q2: 70,672 shares; 2025Q3: 68,772 shares; 2025Q4: 70,923 shares; 2026Q1: 58,686 shares 58,686 $677K 0.01% -12,237 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: 137,680 shares; 2024Q4: 143,218 shares; 2025Q1: 148,141 shares; 2025Q2: 158,447 shares; 2025Q3: 24,583 shares; 2025Q4: 16,834 shares; 2026Q1: 13,178 shares 13,178 $677K 0.01% -3,656 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,557 shares; 2024Q4: 19,046 shares; 2025Q1: 18,366 shares; 2025Q2: 18,917 shares; 2025Q3: 12,469 shares; 2025Q4: 13,954 shares; 2026Q1: 14,055 shares 14,055 $677K 0.01% +101 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: 26,779 shares; 2024Q4: 19,931 shares; 2025Q1: 30,865 shares; 2025Q2: 31,220 shares; 2025Q3: 4,213 shares; 2025Q4: 4,996 shares; 2026Q1: 16,221 shares 16,221 $676K 0.01% +11,225 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 14,626 shares 14,626 $673K 0.01% +14,544 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133 shares; 2025Q1: 112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,516 shares 25,516 $665K 0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,918 shares; 2024Q4: 26,918 shares; 2025Q1: 26,613 shares; 2025Q2: 26,613 shares; 2025Q3: 26,619 shares; 2025Q4: 25,654 shares; 2026Q1: 25,654 shares 25,654 $664K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN 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: 14 shares; 2026Q1: 12,144 shares 12,144 $663K 0.01% +12,130 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 31 shares; 2025Q1: 1,839 shares; 2025Q2: 1,710 shares; 2025Q3: 13,387 shares; 2025Q4: 27,907 shares; 2026Q1: 20,229 shares 20,229 $662K 0.01% -7,678 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 392 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,278 shares 31,278 $662K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 9,205 shares; 2025Q1: 4,678 shares; 2025Q2: 6,490 shares; 2025Q3: 6,104 shares; 2025Q4: 6,741 shares; 2026Q1: 8,748 shares 8,748 $658K 0.01% +2,007 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: 3,816 shares; 2024Q4: 537 shares; 2025Q1: 386 shares; 2025Q2: 3,257 shares; 2025Q3: 5,707 shares; 2025Q4: 8,522 shares; 2026Q1: 5,509 shares 5,509 $654K 0.01% -3,013 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 12,892 shares; 2025Q1: 14,832 shares; 2025Q2: 13,072 shares; 2025Q3: 20,985 shares; 2025Q4: 22,321 shares; 2026Q1: 26,060 shares 26,060 $654K 0.01% +3,739 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: 1,555 shares; 2024Q4: 1,646 shares; 2025Q1: 1,581 shares; 2025Q2: 2,341 shares; 2025Q3: 2,317 shares; 2025Q4: 3,276 shares; 2026Q1: 2,984 shares 2,984 $653K 0.01% -292 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: 2,601 shares; 2024Q4: 2,333 shares; 2025Q1: 3,625 shares; 2025Q2: 4,333 shares; 2025Q3: 4,519 shares; 2025Q4: 5,011 shares; 2026Q1: 3,102 shares 3,102 $651K 0.01% -1,909 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 16,228 shares; 2025Q1: 15,953 shares; 2025Q2: 11,175 shares; 2025Q3: 11,175 shares; 2025Q4: 11,175 shares; 2026Q1: 12,175 shares 12,175 $642K 0.01% +1,000 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,218 shares; 2025Q1: 8,055 shares; 2025Q2: 8,538 shares; 2025Q3: 8,015 shares; 2025Q4: 8,229 shares; 2026Q1: 6,565 shares 6,565 $638K 0.01% -1,664 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 13,459 shares; 2025Q1: 13,598 shares; 2025Q2: not reported; 2025Q3: 13,485 shares; 2025Q4: 12,422 shares; 2026Q1: 12,901 shares 12,901 $631K 0.01% +479 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 4,457 shares; 2025Q1: 3,354 shares; 2025Q2: 3,776 shares; 2025Q3: 2,181 shares; 2025Q4: 3,552 shares; 2026Q1: 3,014 shares 3,014 $630K 0.01% -538 Timeline MTUM 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: 2,989 shares; 2024Q4: 2,989 shares; 2025Q1: 2,705 shares; 2025Q2: 2,678 shares; 2025Q3: 2,608 shares; 2025Q4: 2,825 shares; 2026Q1: 2,624 shares 2,624 $630K 0.01% -201 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 209 shares; 2025Q1: 445 shares; 2025Q2: 2,877 shares; 2025Q3: 2,747 shares; 2025Q4: 3,769 shares; 2026Q1: 2,243 shares 2,243 $623K 0.01% -1,526 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,156 shares; 2024Q4: 78,335 shares; 2025Q1: 97,273 shares; 2025Q2: 88,362 shares; 2025Q3: 89,604 shares; 2025Q4: 74,875 shares; 2026Q1: 73,115 shares 73,115 $618K 0.01% -1,760 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,091 shares 15,091 $617K 0.01% new 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: 10,912 shares; 2024Q4: 10,662 shares; 2025Q1: 10,754 shares; 2025Q2: 11,455 shares; 2025Q3: 10,685 shares; 2025Q4: 11,376 shares; 2026Q1: 11,150 shares 11,150 $616K 0.01% -226 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,906 shares; 2025Q2: 4,705 shares; 2025Q3: 7,027 shares; 2025Q4: 6,679 shares; 2026Q1: 6,499 shares 6,499 $612K 0.01% -180 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 8,481 shares; 2025Q1: 8,481 shares; 2025Q2: 8,481 shares; 2025Q3: 8,481 shares; 2025Q4: 8,126 shares; 2026Q1: 8,126 shares 8,126 $611K 0.01% 0 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: 3,300 shares; 2025Q2: 4,986 shares; 2025Q3: 5,251 shares; 2025Q4: 6,287 shares; 2026Q1: 5,885 shares 5,885 $611K 0.01% -402 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,933 shares; 2026Q1: 27,196 shares 27,196 $608K 0.01% -2,737 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,376 shares; 2025Q1: 2,178 shares; 2025Q2: 2,293 shares; 2025Q3: 2,258 shares; 2025Q4: 2,595 shares; 2026Q1: 2,141 shares 2,141 $605K 0.01% -454 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 2,905 shares; 2025Q1: 13,640 shares; 2025Q2: 9,715 shares; 2025Q3: 10,915 shares; 2025Q4: 10,915 shares; 2026Q1: 10,915 shares 10,915 $602K 0.01% 0 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,875 shares; 2024Q4: 12,009 shares; 2025Q1: 13,633 shares; 2025Q2: 9,954 shares; 2025Q3: 8,810 shares; 2025Q4: 9,162 shares; 2026Q1: 10,100 shares 10,100 $601K 0.01% +938 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: 5,491 shares; 2025Q2: 5,533 shares; 2025Q3: 5,558 shares; 2025Q4: 5,591 shares; 2026Q1: 6,351 shares 6,351 $598K 0.01% +760 Timeline IXN 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: 8,162 shares; 2024Q4: 16,136 shares; 2025Q1: 6,357 shares; 2025Q2: 21,488 shares; 2025Q3: 5,981 shares; 2025Q4: 5,981 shares; 2026Q1: 5,982 shares 5,982 $598K 0.01% +1 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 16,342 shares; 2025Q1: 14,832 shares; 2025Q2: 15,840 shares; 2025Q3: 10,406 shares; 2025Q4: 9,933 shares; 2026Q1: 9,803 shares 9,803 $596K 0.01% -130 Timeline BIV 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: 3,328 shares; 2024Q4: 3,361 shares; 2025Q1: 7,375 shares; 2025Q2: 7,514 shares; 2025Q3: 6,036 shares; 2025Q4: 6,025 shares; 2026Q1: 7,712 shares 7,712 $595K 0.01% +1,687 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: 3,524 shares; 2024Q4: 3,547 shares; 2025Q1: 3,924 shares; 2025Q2: 3,393 shares; 2025Q3: 3,475 shares; 2025Q4: 4,899 shares; 2026Q1: 7,903 shares 7,903 $595K 0.01% +3,004 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 2,710 shares; 2025Q1: 2,696 shares; 2025Q2: 4,323 shares; 2025Q3: 4,202 shares; 2025Q4: 5,517 shares; 2026Q1: 2,815 shares 2,815 $595K 0.01% -2,702 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: 8,201 shares; 2024Q4: 11,172 shares; 2025Q1: 11,280 shares; 2025Q2: 11,448 shares; 2025Q3: 12,260 shares; 2025Q4: 13,442 shares; 2026Q1: 14,799 shares 14,799 $588K 0.01% +1,357 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,995 shares; 2024Q4: 12,257 shares; 2025Q1: 9,624 shares; 2025Q2: 10,601 shares; 2025Q3: 9,286 shares; 2025Q4: 8,067 shares; 2026Q1: 8,677 shares 8,677 $586K 0.01% +610 Timeline IBDU 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: 9,602 shares; 2024Q4: 9,602 shares; 2025Q1: 15,168 shares; 2025Q2: 20,090 shares; 2025Q3: 23,701 shares; 2025Q4: 23,914 shares; 2026Q1: 25,189 shares 25,189 $586K 0.01% +1,275 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 4,580 shares; 2025Q1: 4,494 shares; 2025Q2: 4,737 shares; 2025Q3: 6,425 shares; 2025Q4: 7,055 shares; 2026Q1: 4,238 shares 4,238 $582K 0.01% -2,817 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,814 shares 12,814 $578K 0.01% new Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,991 shares; 2026Q1: 6,058 shares 6,058 $570K 0.01% +67 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: 11,985 shares; 2024Q4: 11,987 shares; 2025Q1: 11,988 shares; 2025Q2: 11,989 shares; 2025Q3: 11,990 shares; 2025Q4: 11,991 shares; 2026Q1: 11,992 shares 11,992 $570K 0.01% +1 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 8,105 shares; 2025Q1: 8,119 shares; 2025Q2: 8,133 shares; 2025Q3: 8,142 shares; 2025Q4: 8,151 shares; 2026Q1: 8,161 shares 8,161 $569K 0.01% +10 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,593 shares 6,593 $568K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 684 shares; 2025Q1: 133 shares; 2025Q2: 923 shares; 2025Q3: 859 shares; 2025Q4: 1,073 shares; 2026Q1: 1,197 shares 1,197 $566K 0.01% +124 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 4,076 shares; 2025Q1: 3,640 shares; 2025Q2: 4,622 shares; 2025Q3: 4,520 shares; 2025Q4: 4,761 shares; 2026Q1: 3,303 shares 3,303 $566K 0.01% -1,458 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: 2,504 shares; 2024Q4: 2,512 shares; 2025Q1: 2,000 shares; 2025Q2: 2,900 shares; 2025Q3: 3,263 shares; 2025Q4: 3,263 shares; 2026Q1: 3,263 shares 3,263 $565K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 5 shares; 2025Q1: 7,425 shares; 2025Q2: 8,775 shares; 2025Q3: 7,864 shares; 2025Q4: 9,173 shares; 2026Q1: 9,535 shares 9,535 $564K 0.01% +362 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,302 shares; 2025Q1: 3,904 shares; 2025Q2: 4,000 shares; 2025Q3: 4,002 shares; 2025Q4: 5,911 shares; 2026Q1: 5,607 shares 5,607 $561K 0.01% -304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,128 shares 21,128 $561K 0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,935 shares; 2024Q4: 9,373 shares; 2025Q1: 8,332 shares; 2025Q2: 11,464 shares; 2025Q3: 10,176 shares; 2025Q4: 9,678 shares; 2026Q1: 13,463 shares 13,463 $560K 0.01% +3,785 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 473 shares; 2025Q3: 398 shares; 2025Q4: 3,936 shares; 2026Q1: 3,888 shares 3,888 $555K 0.01% -48 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: 4,391 shares; 2024Q4: 4,276 shares; 2025Q1: 4,536 shares; 2025Q2: 8,012 shares; 2025Q3: 7,810 shares; 2025Q4: 12,896 shares; 2026Q1: 14,755 shares 14,755 $549K 0.01% +1,859 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,873 shares; 2025Q4: 20,873 shares; 2026Q1: 20,873 shares 20,873 $549K 0.01% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,520 shares; 2024Q4: 17,945 shares; 2025Q1: 29,351 shares; 2025Q2: 17,945 shares; 2025Q3: 17,945 shares; 2025Q4: 17,945 shares; 2026Q1: 17,945 shares 17,945 $542K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292 shares; 2025Q2: 1,377 shares; 2025Q3: 1,927 shares; 2025Q4: 976 shares; 2026Q1: 852 shares 852 $541K <0.01% -124 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 632 shares; 2025Q3: 2,894 shares; 2025Q4: 2,640 shares; 2026Q1: 2,534 shares 2,534 $537K <0.01% -106 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: 7,660 shares; 2024Q4: 7,183 shares; 2025Q1: 5,895 shares; 2025Q2: 5,492 shares; 2025Q3: 5,887 shares; 2025Q4: 5,693 shares; 2026Q1: 5,694 shares 5,694 $531K <0.01% +1 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 6,248 shares; 2025Q1: 6,253 shares; 2025Q2: 6,255 shares; 2025Q3: 6,347 shares; 2025Q4: 6,423 shares; 2026Q1: 6,787 shares 6,787 $530K <0.01% +364 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 2,095 shares; 2025Q1: 2,320 shares; 2025Q2: 1,434 shares; 2025Q3: 2,997 shares; 2025Q4: 1,905 shares; 2026Q1: 1,857 shares 1,857 $527K <0.01% -48 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 14,244 shares; 2025Q3: 14,249 shares; 2025Q4: 13,290 shares; 2026Q1: 15,014 shares 15,014 $526K <0.01% +1,724 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,048 shares; 2024Q4: 5,048 shares; 2025Q1: 5,048 shares; 2025Q2: 6,208 shares; 2025Q3: 6,193 shares; 2025Q4: 5,983 shares; 2026Q1: 5,983 shares 5,983 $526K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 4,760 shares; 2025Q1: 1,760 shares; 2025Q2: 3,762 shares; 2025Q3: 4,637 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares 3,225 $522K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,930 shares; 2025Q1: 1,990 shares; 2025Q2: 2,178 shares; 2025Q3: 2,071 shares; 2025Q4: 2,392 shares; 2026Q1: 2,890 shares 2,890 $520K <0.01% +498 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,613 shares; 2024Q4: 201,302 shares; 2025Q1: 205,475 shares; 2025Q2: 132,551 shares; 2025Q3: 13,289 shares; 2025Q4: 14,246 shares; 2026Q1: 11,465 shares 11,465 $519K <0.01% -2,781 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,056 shares; 2025Q1: 1,883 shares; 2025Q2: 1,996 shares; 2025Q3: 2,083 shares; 2025Q4: 2,169 shares; 2026Q1: 1,684 shares 1,684 $512K <0.01% -485 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: 6,753 shares; 2024Q4: 6,614 shares; 2025Q1: 7,180 shares; 2025Q2: 6,574 shares; 2025Q3: 6,355 shares; 2025Q4: 6,603 shares; 2026Q1: 4,884 shares 4,884 $506K <0.01% -1,719 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,707 shares; 2025Q1: 3,527 shares; 2025Q2: 3,393 shares; 2025Q3: 3,458 shares; 2025Q4: 3,549 shares; 2026Q1: 3,529 shares 3,529 $504K <0.01% -20 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 88 shares; 2025Q1: 76 shares; 2025Q2: 157 shares; 2025Q3: 106 shares; 2025Q4: 242 shares; 2026Q1: 1,534 shares 1,534 $499K <0.01% +1,292 Timeline GVI 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: 4,056 shares; 2024Q4: 4,087 shares; 2025Q1: 4,102 shares; 2025Q2: 4,126 shares; 2025Q3: 4,620 shares; 2025Q4: 4,658 shares; 2026Q1: 4,678 shares 4,678 $499K <0.01% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,582 shares; 2026Q1: 20,457 shares 20,457 $499K <0.01% +3,875 Timeline SPHY 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: 634,572 shares; 2024Q4: 60,281 shares; 2025Q1: 61,267 shares; 2025Q2: 504,274 shares; 2025Q3: 486,368 shares; 2025Q4: 486,722 shares; 2026Q1: 21,302 shares 21,302 $497K <0.01% -465,420 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,036 shares; 2025Q2: 1,242 shares; 2025Q3: 15,631 shares; 2025Q4: 15,860 shares; 2026Q1: 14,703 shares 14,703 $497K <0.01% -1,157 Timeline SCHO 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: 13,409 shares; 2024Q4: 26,909 shares; 2025Q1: 20,722 shares; 2025Q2: 19,345 shares; 2025Q3: 18,558 shares; 2025Q4: 18,615 shares; 2026Q1: 20,284 shares 20,284 $492K <0.01% +1,669 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,410 shares 22,410 $491K <0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 199 shares; 2025Q1: 215 shares; 2025Q2: 324 shares; 2025Q3: 301 shares; 2025Q4: 763 shares; 2026Q1: 1,851 shares 1,851 $491K <0.01% +1,088 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,106 shares; 2025Q1: 36,498 shares; 2025Q2: 19,287 shares; 2025Q3: not reported; 2025Q4: 32,578 shares; 2026Q1: 16,650 shares 16,650 $491K <0.01% -15,928 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 117 shares; 2025Q1: 6,147 shares; 2025Q2: 6,286 shares; 2025Q3: 6,278 shares; 2025Q4: 6,562 shares; 2026Q1: 6,254 shares 6,254 $491K <0.01% -308 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,406 shares; 2024Q4: 20,487 shares; 2025Q1: 20,571 shares; 2025Q2: 20,661 shares; 2025Q3: 16,432 shares; 2025Q4: 16,432 shares; 2026Q1: 28,085 shares 28,085 $489K <0.01% +11,653 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: 2,976 shares; 2024Q4: 2,976 shares; 2025Q1: 2,979 shares; 2025Q2: 3,019 shares; 2025Q3: 2,951 shares; 2025Q4: 3,033 shares; 2026Q1: 2,976 shares 2,976 $488K <0.01% -57 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,150 shares 17,150 $484K <0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: 8,120 shares; 2025Q1: 8,990 shares; 2025Q2: 8,588 shares; 2025Q3: 8,680 shares; 2025Q4: 8,988 shares; 2026Q1: 8,380 shares 8,380 $483K <0.01% -608 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,559 shares 9,559 $482K <0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,905 shares; 2025Q1: 4,319 shares; 2025Q2: 4,289 shares; 2025Q3: 4,349 shares; 2025Q4: 4,258 shares; 2026Q1: 3,791 shares 3,791 $480K <0.01% -467 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,053 shares; 2025Q1: 2,593 shares; 2025Q2: 1,168 shares; 2025Q3: 1,308 shares; 2025Q4: 1,578 shares; 2026Q1: 1,908 shares 1,908 $477K <0.01% +330 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,164 shares; 2025Q1: 3,397 shares; 2025Q2: 2,814 shares; 2025Q3: 2,892 shares; 2025Q4: 9,308 shares; 2026Q1: 7,931 shares 7,931 $476K <0.01% -1,377 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,516 shares 94,516 $475K <0.01% new 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: 2,573 shares; 2024Q4: 2,626 shares; 2025Q1: 2,573 shares; 2025Q2: 2,573 shares; 2025Q3: 2,851 shares; 2025Q4: 8,804 shares; 2026Q1: 13,741 shares 13,741 $473K <0.01% +4,937 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 235 shares; 2025Q1: 314 shares; 2025Q2: 330 shares; 2025Q3: 1,188 shares; 2025Q4: 1,353 shares; 2026Q1: 983 shares 983 $472K <0.01% -370 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,046 shares; 2025Q1: 5,046 shares; 2025Q2: 5,035 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares; 2026Q1: 4,870 shares 4,870 $471K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 930 shares; 2025Q1: 934 shares; 2025Q2: 1,358 shares; 2025Q3: 1,643 shares; 2025Q4: 1,767 shares; 2026Q1: 4,578 shares 4,578 $468K <0.01% +2,811 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,201 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,828 shares; 2025Q4: 4,884 shares; 2026Q1: 6,899 shares 6,899 $466K <0.01% +2,015 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,118 shares; 2025Q1: 1,193 shares; 2025Q2: 1,683 shares; 2025Q3: 1,502 shares; 2025Q4: 2,249 shares; 2026Q1: 2,523 shares 2,523 $463K <0.01% +274 Timeline VNLA 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: 40,294 shares; 2024Q4: 35,624 shares; 2025Q1: 26,174 shares; 2025Q2: 18,790 shares; 2025Q3: 8,526 shares; 2025Q4: 5,095 shares; 2026Q1: 9,426 shares 9,426 $461K <0.01% +4,331 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,246 shares; 2024Q4: 9,832 shares; 2025Q1: 9,886 shares; 2025Q2: 11,718 shares; 2025Q3: 11,507 shares; 2025Q4: 27,727 shares; 2026Q1: 17,344 shares 17,344 $457K <0.01% -10,383 Timeline CAE CAE INC More: the full row for CAE 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: 17,410 shares 17,410 $454K <0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,678 shares; 2025Q2: 2,719 shares; 2025Q3: 2,698 shares; 2025Q4: 2,679 shares; 2026Q1: 2,784 shares 2,784 $452K <0.01% +105 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,167 shares; 2025Q2: 7,187 shares; 2025Q3: 5,154 shares; 2025Q4: 4,921 shares; 2026Q1: 9,034 shares 9,034 $450K <0.01% +4,113 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,795 shares; 2025Q4: 19,021 shares; 2026Q1: 19,021 shares 19,021 $449K <0.01% 0 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 30 shares; 2025Q4: 30 shares; 2026Q1: 21,226 shares 21,226 $449K <0.01% +21,196 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: 6,563 shares; 2024Q4: 5,099 shares; 2025Q1: 5,217 shares; 2025Q2: 6,618 shares; 2025Q3: 5,408 shares; 2025Q4: 5,117 shares; 2026Q1: 4,651 shares 4,651 $449K <0.01% -466 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 300 shares; 2025Q1: 938 shares; 2025Q2: 920 shares; 2025Q3: 600 shares; 2025Q4: 797 shares; 2026Q1: 14,142 shares 14,142 $448K <0.01% +13,345 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 6,070 shares; 2025Q1: 6,070 shares; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares; 2025Q4: 6,071 shares; 2026Q1: 6,100 shares 6,100 $444K <0.01% +29 Timeline LUCK LUCKY STRIKE ENTERTAINMENT C More: the full row for LUCKY STRIKE ENTERTAINMENT C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,000 shares; 2024Q4: 53,000 shares; 2025Q1: 53,000 shares; 2025Q2: 53,000 shares; 2025Q3: 53,000 shares; 2025Q4: 53,000 shares; 2026Q1: 53,000 shares 53,000 $441K <0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,368 shares; 2025Q1: 1,755 shares; 2025Q2: 1,778 shares; 2025Q3: 2,021 shares; 2025Q4: 2,126 shares; 2026Q1: 2,017 shares 2,017 $439K <0.01% -109 Timeline CRBN 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: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 2,359 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares 1,971 $439K <0.01% 0 Timeline VSS 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: 1,898 shares; 2024Q4: 2,101 shares; 2025Q1: 2,111 shares; 2025Q2: 3,523 shares; 2025Q3: 3,470 shares; 2025Q4: 2,777 shares; 2026Q1: 3,010 shares 3,010 $439K <0.01% +233 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,083 shares 17,083 $438K <0.01% new Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX 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: 132 shares; 2025Q4: 5 shares; 2026Q1: 124,120 shares 124,120 $437K <0.01% +124,115 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 3,255 shares; 2025Q2: 5,173 shares; 2025Q3: 5,273 shares; 2025Q4: 4,853 shares; 2026Q1: 3,139 shares 3,139 $437K <0.01% -1,714 Timeline IGIB 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: 1,249 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 7,367 shares; 2025Q4: 7,367 shares; 2026Q1: 8,199 shares 8,199 $436K <0.01% +832 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: 4,359 shares; 2024Q4: 4,196 shares; 2025Q1: 4,301 shares; 2025Q2: 4,304 shares; 2025Q3: 4,917 shares; 2025Q4: 4,625 shares; 2026Q1: 3,950 shares 3,950 $436K <0.01% -675 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 827 shares; 2026Q1: 7,883 shares 7,883 $435K <0.01% +7,056 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,482 shares; 2024Q4: 36,482 shares; 2025Q1: 36,482 shares; 2025Q2: 36,512 shares; 2025Q3: 37,485 shares; 2025Q4: 37,113 shares; 2026Q1: 36,943 shares 36,943 $433K <0.01% -170 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 378 shares; 2025Q1: 287 shares; 2025Q2: 889 shares; 2025Q3: 889 shares; 2025Q4: 1,003 shares; 2026Q1: 6,134 shares 6,134 $430K <0.01% +5,131 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,635 shares; 2024Q4: 4,867 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: not reported; 2025Q4: 122 shares; 2026Q1: 28,698 shares 28,698 $428K <0.01% +28,576 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: 2,040 shares; 2024Q4: 805 shares; 2025Q1: 2,965 shares; 2025Q2: 2,884 shares; 2025Q3: 6,122 shares; 2025Q4: 5,222 shares; 2026Q1: 3,250 shares 3,250 $426K <0.01% -1,972 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,213 shares; 2024Q4: 13,415 shares; 2025Q1: 11,888 shares; 2025Q2: 11,861 shares; 2025Q3: 37 shares; 2025Q4: not reported; 2026Q1: 12,814 shares 12,814 $425K <0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 492 shares; 2025Q2: 421 shares; 2025Q3: 516 shares; 2025Q4: 1,717 shares; 2026Q1: 1,859 shares 1,859 $425K <0.01% +142 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 162 shares; 2025Q1: 2,018 shares; 2025Q2: 3,154 shares; 2025Q3: 3,036 shares; 2025Q4: 2,674 shares; 2026Q1: 2,359 shares 2,359 $425K <0.01% -315 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,236 shares; 2025Q1: 4,447 shares; 2025Q2: 6,061 shares; 2025Q3: 4,476 shares; 2025Q4: 8,665 shares; 2026Q1: 9,155 shares 9,155 $420K <0.01% +490 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,568 shares; 2025Q1: 11,260 shares; 2025Q2: 9,759 shares; 2025Q3: 7,835 shares; 2025Q4: 7,748 shares; 2026Q1: 7,049 shares 7,049 $417K <0.01% -699 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 516 shares; 2025Q1: 1,291 shares; 2025Q2: 1,228 shares; 2025Q3: 4,074 shares; 2025Q4: 4,118 shares; 2026Q1: 3,382 shares 3,382 $417K <0.01% -736 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,841 shares 16,841 $415K <0.01% new Timeline XYLD 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: 6,934 shares; 2024Q4: 6,934 shares; 2025Q1: 6,934 shares; 2025Q2: 10,590 shares; 2025Q3: 10,590 shares; 2025Q4: 10,590 shares; 2026Q1: 10,590 shares 10,590 $414K <0.01% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,876 shares; 2025Q3: 15,893 shares; 2025Q4: 17,103 shares; 2026Q1: 18,903 shares 18,903 $414K <0.01% +1,800 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,281 shares; 2025Q1: 3,933 shares; 2025Q2: 6,095 shares; 2025Q3: 6,892 shares; 2025Q4: 7,799 shares; 2026Q1: 5,917 shares 5,917 $410K <0.01% -1,882 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 235 shares; 2025Q1: 1,047 shares; 2025Q2: 889 shares; 2025Q3: 1,495 shares; 2025Q4: 6,025 shares; 2026Q1: 5,014 shares 5,014 $410K <0.01% -1,011 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,452 shares 30,452 $407K <0.01% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,642 shares; 2025Q4: 16,873 shares; 2026Q1: 16,873 shares 16,873 $399K <0.01% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,757 shares; 2025Q4: 17,022 shares; 2026Q1: 17,022 shares 17,022 $398K <0.01% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,933 shares; 2025Q4: 17,254 shares; 2026Q1: 17,254 shares 17,254 $397K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,790 shares; 2025Q1: 2,942 shares; 2025Q2: 2,878 shares; 2025Q3: 2,636 shares; 2025Q4: 2,528 shares; 2026Q1: 2,546 shares 2,546 $395K <0.01% +18 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 861 shares; 2025Q1: 7,481 shares; 2025Q2: 6,136 shares; 2025Q3: 6,136 shares; 2025Q4: 6,136 shares; 2026Q1: 6,136 shares 6,136 $392K <0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares 1,655 $391K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,099 shares; 2025Q3: 6,061 shares; 2025Q4: 7,195 shares; 2026Q1: 6,329 shares 6,329 $389K <0.01% -866 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126 shares; 2025Q2: 293 shares; 2025Q3: 2,610 shares; 2025Q4: 406 shares; 2026Q1: 2,907 shares 2,907 $388K <0.01% +2,501 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,420 shares; 2024Q4: 14,302 shares; 2025Q1: 14,452 shares; 2025Q2: 24,320 shares; 2025Q3: 24,599 shares; 2025Q4: 26,282 shares; 2026Q1: 14,811 shares 14,811 $387K <0.01% -11,471 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,000 shares; 2024Q4: 43,000 shares; 2025Q1: 43,000 shares; 2025Q2: 43,000 shares; 2025Q3: 43,000 shares; 2025Q4: 43,000 shares; 2026Q1: 43,000 shares 43,000 $387K <0.01% 0 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: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 917 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 764 shares; 2026Q1: 2,283 shares 2,283 $385K <0.01% +1,519 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 106 shares; 2025Q2: 333 shares; 2025Q3: 442 shares; 2025Q4: 2,382 shares; 2026Q1: 2,332 shares 2,332 $385K <0.01% -50 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: 5,476 shares; 2024Q4: 5,733 shares; 2025Q1: 6,673 shares; 2025Q2: 6,389 shares; 2025Q3: 6,725 shares; 2025Q4: 6,597 shares; 2026Q1: 5,394 shares 5,394 $384K <0.01% -1,203 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 11,820 shares; 2025Q1: 11,820 shares; 2025Q2: 11,756 shares; 2025Q3: not reported; 2025Q4: 8,351 shares; 2026Q1: 7,921 shares 7,921 $382K <0.01% -430 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 626 shares; 2025Q2: 1,444 shares; 2025Q3: 2,311 shares; 2025Q4: 4,342 shares; 2026Q1: 4,535 shares 4,535 $380K <0.01% +193 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,045 shares; 2024Q4: 16,575 shares; 2025Q1: 19,313 shares; 2025Q2: 717 shares; 2025Q3: 1,143 shares; 2025Q4: 1,472 shares; 2026Q1: 957 shares 957 $379K <0.01% -515 Timeline INDY 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: 8,982 shares; 2024Q4: 8,982 shares; 2025Q1: 8,982 shares; 2025Q2: 8,982 shares; 2025Q3: 8,982 shares; 2025Q4: 8,982 shares; 2026Q1: 8,982 shares 8,982 $379K <0.01% 0 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,773 shares; 2024Q4: 23,773 shares; 2025Q1: 23,513 shares; 2025Q2: 22,212 shares; 2025Q3: 21,350 shares; 2025Q4: 21,350 shares; 2026Q1: 21,350 shares 21,350 $379K <0.01% 0 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 6,092 shares 6,092 $378K <0.01% +5,179 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,820 shares; 2024Q4: 18,590 shares; 2025Q1: 20,400 shares; 2025Q2: 10,867 shares; 2025Q3: 9,026 shares; 2025Q4: 8,065 shares; 2026Q1: 8,065 shares 8,065 $377K <0.01% 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: 7,973 shares; 2024Q4: 1,494 shares; 2025Q1: 1,496 shares; 2025Q2: 1,699 shares; 2025Q3: 1,514 shares; 2025Q4: 1,323 shares; 2026Q1: 1,246 shares 1,246 $376K <0.01% -77 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 146 shares; 2025Q1: 1,371 shares; 2025Q2: 620 shares; 2025Q3: 1,492 shares; 2025Q4: 6,370 shares; 2026Q1: 5,849 shares 5,849 $375K <0.01% -521 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: 4,398 shares; 2024Q4: 318 shares; 2025Q1: 5,302 shares; 2025Q2: 5,590 shares; 2025Q3: 5,590 shares; 2025Q4: 5,634 shares; 2026Q1: 4,072 shares 4,072 $374K <0.01% -1,562 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,876 shares; 2025Q1: 1,878 shares; 2025Q2: 1,880 shares; 2025Q3: 1,882 shares; 2025Q4: 1,884 shares; 2026Q1: 1,886 shares 1,886 $374K <0.01% +2 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,545 shares; 2025Q1: 5,215 shares; 2025Q2: 7,220 shares; 2025Q3: 7,207 shares; 2025Q4: 6,286 shares; 2026Q1: 4,703 shares 4,703 $374K <0.01% -1,583 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: 2,017 shares; 2024Q4: 1,964 shares; 2025Q1: 2,049 shares; 2025Q2: 2,465 shares; 2025Q3: 2,481 shares; 2025Q4: 3,006 shares; 2026Q1: 2,071 shares 2,071 $373K <0.01% -935 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: 1,191 shares; 2024Q4: 1,054 shares; 2025Q1: 3,150 shares; 2025Q2: 7,401 shares; 2025Q3: 8,009 shares; 2025Q4: 10,130 shares; 2026Q1: 9,330 shares 9,330 $372K <0.01% -800 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 55 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,848 shares 18,848 $372K <0.01% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 241 shares; 2025Q1: 950 shares; 2025Q2: 21,287 shares; 2025Q3: 23,316 shares; 2025Q4: 8,050 shares; 2026Q1: 10,742 shares 10,742 $370K <0.01% +2,692 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 1,252 shares; 2025Q1: 2,711 shares; 2025Q2: 3,882 shares; 2025Q3: 2,713 shares; 2025Q4: 3,418 shares; 2026Q1: 3,391 shares 3,391 $370K <0.01% -27 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 5,000 shares; 2025Q1: 9,500 shares; 2025Q2: 10,120 shares; 2025Q3: 10,223 shares; 2025Q4: 11,489 shares; 2026Q1: 12,776 shares 12,776 $368K <0.01% +1,287 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,374 shares 14,374 $368K <0.01% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 89 shares; 2025Q4: not reported; 2026Q1: 19,488 shares 19,488 $366K <0.01% new Timeline HEI 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: 1,842 shares; 2024Q4: 2,077 shares; 2025Q1: 1,805 shares; 2025Q2: 1,674 shares; 2025Q3: 1,274 shares; 2025Q4: 1,337 shares; 2026Q1: 1,331 shares 1,331 $365K <0.01% -6 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 321 shares; 2025Q3: 1,082 shares; 2025Q4: 3,482 shares; 2026Q1: 3,267 shares 3,267 $362K <0.01% -215 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 494 shares; 2025Q2: 737 shares; 2025Q3: 1,121 shares; 2025Q4: 2,055 shares; 2026Q1: 1,805 shares 1,805 $361K <0.01% -250 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,358 shares; 2025Q1: 6,436 shares; 2025Q2: 6,358 shares; 2025Q3: 6,358 shares; 2025Q4: 6,358 shares; 2026Q1: 6,358 shares 6,358 $360K <0.01% 0 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 596 shares; 2026Q1: 15,797 shares 15,797 $359K <0.01% +15,201 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 4,514 shares; 2025Q1: 4,571 shares; 2025Q2: 5,183 shares; 2025Q3: 5,104 shares; 2025Q4: 5,757 shares; 2026Q1: 3,962 shares 3,962 $358K <0.01% -1,795 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: 4,745 shares; 2024Q4: 4,745 shares; 2025Q1: 4,745 shares; 2025Q2: 4,745 shares; 2025Q3: 4,745 shares; 2025Q4: 4,745 shares; 2026Q1: 4,745 shares 4,745 $355K <0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 283 shares; 2025Q1: 262 shares; 2025Q2: 578 shares; 2025Q3: 485 shares; 2025Q4: 3,860 shares; 2026Q1: 2,551 shares 2,551 $354K <0.01% -1,309 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 13,386 shares; 2025Q1: 13,386 shares; 2025Q2: 13,622 shares; 2025Q3: 13,814 shares; 2025Q4: 14,249 shares; 2026Q1: 13,391 shares 13,391 $354K <0.01% -858 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,572 shares; 2025Q1: 4,586 shares; 2025Q2: 3,888 shares; 2025Q3: 3,904 shares; 2025Q4: 3,672 shares; 2026Q1: 3,261 shares 3,261 $353K <0.01% -411 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,322 shares; 2024Q4: 15,738 shares; 2025Q1: 15,763 shares; 2025Q2: 15,679 shares; 2025Q3: 15,399 shares; 2025Q4: 12,731 shares; 2026Q1: 13,182 shares 13,182 $349K <0.01% +451 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 3,499 shares 3,499 $349K <0.01% +3,417 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,612 shares; 2024Q4: 12,612 shares; 2025Q1: 12,612 shares; 2025Q2: 12,612 shares; 2025Q3: 12,612 shares; 2025Q4: 12,612 shares; 2026Q1: 12,612 shares 12,612 $349K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 472 shares; 2025Q1: 474 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,286 shares 43,286 $348K <0.01% new Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 5,488 shares; 2025Q4: 4,182 shares; 2026Q1: 3,144 shares 3,144 $347K <0.01% -1,038 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,516 shares; 2025Q2: 7,228 shares; 2025Q3: 1,274 shares; 2025Q4: 3,260 shares; 2026Q1: 3,297 shares 3,297 $347K <0.01% +37 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,211 shares; 2025Q4: 17,846 shares; 2026Q1: 17,814 shares 17,814 $346K <0.01% -32 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 639 shares; 2025Q1: 1,040 shares; 2025Q2: 2,288 shares; 2025Q3: 5,368 shares; 2025Q4: 2,946 shares; 2026Q1: 2,448 shares 2,448 $345K <0.01% -498 Timeline MAGS LISTED FDS TR More: the full row for 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: 6,922 shares; 2025Q3: 6,922 shares; 2025Q4: 6,956 shares; 2026Q1: 5,956 shares 5,956 $345K <0.01% -1,000 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 153 shares; 2025Q2: 166 shares; 2025Q3: 148 shares; 2025Q4: 470 shares; 2026Q1: 1,614 shares 1,614 $341K <0.01% +1,144 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: 520 shares; 2025Q2: 2,026 shares; 2025Q3: 2,751 shares; 2025Q4: 2,637 shares; 2026Q1: 1,358 shares 1,358 $337K <0.01% -1,279 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 16,792 shares; 2025Q1: 23,386 shares; 2025Q2: 23,386 shares; 2025Q3: 23,386 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $335K <0.01% 0 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,970 shares; 2025Q2: 12,722 shares; 2025Q3: 13,810 shares; 2025Q4: 13,810 shares; 2026Q1: 13,810 shares 13,810 $333K <0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,710 shares; 2024Q4: 45,710 shares; 2025Q1: 45,787 shares; 2025Q2: 45,710 shares; 2025Q3: 45,710 shares; 2025Q4: 45,710 shares; 2026Q1: 45,710 shares 45,710 $332K <0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $331K <0.01% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 4,104 shares 4,104 $331K <0.01% +4,058 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 3,798 shares; 2025Q1: 3,814 shares; 2025Q2: 3,807 shares; 2025Q3: 3,710 shares; 2025Q4: 3,715 shares; 2026Q1: 3,893 shares 3,893 $330K <0.01% +178 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,349 shares; 2025Q1: 2,283 shares; 2025Q2: 2,473 shares; 2025Q3: 2,586 shares; 2025Q4: 2,851 shares; 2026Q1: 2,365 shares 2,365 $330K <0.01% -486 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,625 shares; 2025Q1: 1,925 shares; 2025Q2: 5,125 shares; 2025Q3: 5,125 shares; 2025Q4: 5,125 shares; 2026Q1: 5,125 shares 5,125 $328K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,109 shares; 2024Q4: 11,109 shares; 2025Q1: 10,916 shares; 2025Q2: 10,918 shares; 2025Q3: 10,786 shares; 2025Q4: 10,994 shares; 2026Q1: 1,787 shares 1,787 $326K <0.01% -9,207 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,497 shares; 2025Q1: 949 shares; 2025Q2: 1,508 shares; 2025Q3: 2,118 shares; 2025Q4: 3,690 shares; 2026Q1: 3,246 shares 3,246 $325K <0.01% -444 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 257 shares; 2025Q3: 280 shares; 2025Q4: 1,131 shares; 2026Q1: 548 shares 548 $325K <0.01% -583 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,488 shares; 2024Q4: 13,543 shares; 2025Q1: 2,642 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,543 shares 2,543 $324K <0.01% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,527 shares; 2024Q4: 15,665 shares; 2025Q1: 25,735 shares; 2025Q2: 25,849 shares; 2025Q3: 25,967 shares; 2025Q4: 26,120 shares; 2026Q1: 26,194 shares 26,194 $323K <0.01% +74 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,041 shares; 2026Q1: 8,291 shares 8,291 $322K <0.01% +250 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,724 shares 10,724 $322K <0.01% new Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 60,865 shares 60,865 $321K <0.01% new Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 9,357 shares; 2025Q1: 9,357 shares; 2025Q2: 9,357 shares; 2025Q3: 9,357 shares; 2025Q4: 7,457 shares; 2026Q1: 7,457 shares 7,457 $318K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 513 shares; 2025Q1: 24 shares; 2025Q2: 1,327 shares; 2025Q3: 3,276 shares; 2025Q4: 6,819 shares; 2026Q1: 5,842 shares 5,842 $317K <0.01% -977 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,499 shares; 2024Q4: 9,904 shares; 2025Q1: 7,512 shares; 2025Q2: 7,526 shares; 2025Q3: 6,524 shares; 2025Q4: 6,583 shares; 2026Q1: 6,593 shares 6,593 $317K <0.01% +10 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 1,613 shares; 2025Q2: 978 shares; 2025Q3: 1,152 shares; 2025Q4: 1,348 shares; 2026Q1: 1,664 shares 1,664 $316K <0.01% +316 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,923 shares; 2024Q4: 13,923 shares; 2025Q1: 9,257 shares; 2025Q2: 9,257 shares; 2025Q3: 9,257 shares; 2025Q4: 9,257 shares; 2026Q1: 9,257 shares 9,257 $314K <0.01% 0 Timeline ANGL 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: 16,671 shares; 2024Q4: 20,705 shares; 2025Q1: not reported; 2025Q2: 8,870 shares; 2025Q3: 7,842 shares; 2025Q4: 10,819 shares; 2026Q1: 10,819 shares 10,819 $311K <0.01% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 3,975 shares; 2025Q1: 7,711 shares; 2025Q2: 11,132 shares; 2025Q3: 10,360 shares; 2025Q4: 5,857 shares; 2026Q1: 5,574 shares 5,574 $310K <0.01% -283 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 62 shares; 2025Q1: 110 shares; 2025Q2: 1,608 shares; 2025Q3: 1,694 shares; 2025Q4: 1,847 shares; 2026Q1: 1,577 shares 1,577 $309K <0.01% -270 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,153 shares 5,153 $309K <0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 10,181 shares; 2025Q4: 10,381 shares; 2026Q1: 19,495 shares 19,495 $309K <0.01% +9,114 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,891 shares; 2025Q1: 3,891 shares; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares; 2025Q4: 3,890 shares; 2026Q1: 3,890 shares 3,890 $306K <0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,224 shares; 2025Q1: 373 shares; 2025Q2: 335 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,284 shares 10,284 $306K <0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,379 shares; 2025Q1: 20,398 shares; 2025Q2: 34,439 shares; 2025Q3: 8,534 shares; 2025Q4: 8,554 shares; 2026Q1: 9,222 shares 9,222 $306K <0.01% +668 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 313 shares; 2025Q1: 356 shares; 2025Q2: 732 shares; 2025Q3: 1,314 shares; 2025Q4: 3,085 shares; 2026Q1: 2,319 shares 2,319 $306K <0.01% -766 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 7,857 shares; 2025Q1: 5,238 shares; 2025Q2: 7,857 shares; 2025Q3: 7,857 shares; 2025Q4: 7,857 shares; 2026Q1: 7,857 shares 7,857 $305K <0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,225 shares; 2025Q1: 2,141 shares; 2025Q2: 2,174 shares; 2025Q3: 33 shares; 2025Q4: 37 shares; 2026Q1: 945 shares 945 $305K <0.01% +908 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,496 shares; 2025Q1: 2,257 shares; 2025Q2: 2,371 shares; 2025Q3: 1,926 shares; 2025Q4: 3,371 shares; 2026Q1: 3,255 shares 3,255 $304K <0.01% -116 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 296 shares; 2025Q2: 452 shares; 2025Q3: 304 shares; 2025Q4: 1,652 shares; 2026Q1: 1,433 shares 1,433 $304K <0.01% -219 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: 3,559 shares; 2024Q4: 3,559 shares; 2025Q1: 3,559 shares; 2025Q2: 3,559 shares; 2025Q3: 3,254 shares; 2025Q4: 3,254 shares; 2026Q1: 3,254 shares 3,254 $304K <0.01% 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: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,580 shares 2,580 $304K <0.01% +580 Timeline RYLD 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: 12,377 shares; 2025Q2: 20,282 shares; 2025Q3: 20,282 shares; 2025Q4: 20,282 shares; 2026Q1: 20,282 shares 20,282 $303K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 2,945 shares; 2025Q1: 2,957 shares; 2025Q2: 3,348 shares; 2025Q3: 3,366 shares; 2025Q4: 12,862 shares; 2026Q1: 12,967 shares 12,967 $301K <0.01% +105 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,487 shares; 2024Q4: 34,487 shares; 2025Q1: 37,587 shares; 2025Q2: 37,609 shares; 2025Q3: 34,818 shares; 2025Q4: 34,487 shares; 2026Q1: 34,487 shares 34,487 $301K <0.01% 0 Timeline EWY 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: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,446 shares 2,446 $301K <0.01% new Timeline ANRO ALTO NEUROSCIENCE INC More: the full row for ALTO NEUROSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,312 shares 13,312 $299K <0.01% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,259 shares; 2024Q4: 13,564 shares; 2025Q1: 9,428 shares; 2025Q2: 9,419 shares; 2025Q3: 9,314 shares; 2025Q4: 9,320 shares; 2026Q1: 8,626 shares 8,626 $298K <0.01% -694 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,236 shares; 2024Q4: 4,149 shares; 2025Q1: 6,257 shares; 2025Q2: 6,122 shares; 2025Q3: 23,060 shares; 2025Q4: 13,352 shares; 2026Q1: 13,775 shares 13,775 $298K <0.01% +423 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,323 shares; 2025Q2: 2,677 shares; 2025Q3: 577 shares; 2025Q4: 814 shares; 2026Q1: 1,712 shares 1,712 $297K <0.01% +898 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: not reported; 2024Q4: not reported; 2025Q1: 6,817 shares; 2025Q2: 6,655 shares; 2025Q3: 6,655 shares; 2025Q4: 6,655 shares; 2026Q1: 6,655 shares 6,655 $297K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 3,148 shares; 2025Q2: not reported; 2025Q3: 6,299 shares; 2025Q4: 6,306 shares; 2026Q1: 6,311 shares 6,311 $297K <0.01% +5 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,944 shares; 2025Q2: 2,161 shares; 2025Q3: 2,151 shares; 2025Q4: 2,482 shares; 2026Q1: 1,963 shares 1,963 $295K <0.01% -519 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,764 shares; 2026Q1: 6,764 shares 6,764 $294K <0.01% 0 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,124 shares; 2026Q1: 6,124 shares 6,124 $293K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 11,029 shares; 2025Q1: 7,911 shares; 2025Q2: 12,149 shares; 2025Q3: 13,502 shares; 2025Q4: 13,373 shares; 2026Q1: 7,505 shares 7,505 $292K <0.01% -5,868 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 186 shares; 2025Q1: 154 shares; 2025Q2: 29 shares; 2025Q3: 27 shares; 2025Q4: 826 shares; 2026Q1: 1,192 shares 1,192 $292K <0.01% +366 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,287 shares; 2024Q4: 26,914 shares; 2025Q1: 27,629 shares; 2025Q2: 28,747 shares; 2025Q3: 17,663 shares; 2025Q4: 16,501 shares; 2026Q1: 25,797 shares 25,797 $292K <0.01% +9,296 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: 13,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,255 shares; 2025Q3: not reported; 2025Q4: 15,029 shares; 2026Q1: 15,079 shares 15,079 $291K <0.01% +50 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 71 shares; 2025Q1: 995 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 712 shares 712 $290K <0.01% +5 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 8,093 shares; 2025Q1: 8,093 shares; 2025Q2: 8,093 shares; 2025Q3: 8,093 shares; 2025Q4: 8,093 shares; 2026Q1: 8,035 shares 8,035 $289K <0.01% -58 Timeline DOL 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: 4,362 shares; 2024Q4: 4,243 shares; 2025Q1: 4,243 shares; 2025Q2: 4,243 shares; 2025Q3: 4,243 shares; 2025Q4: 4,243 shares; 2026Q1: 4,243 shares 4,243 $288K <0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 88 shares; 2025Q1: 1,757 shares; 2025Q2: 1,435 shares; 2025Q3: 1,521 shares; 2025Q4: 667 shares; 2026Q1: 4,612 shares 4,612 $288K <0.01% +3,945 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,930 shares; 2024Q4: 425,589 shares; 2025Q1: 425,589 shares; 2025Q2: 425,589 shares; 2025Q3: 425,600 shares; 2025Q4: 425,604 shares; 2026Q1: 425,600 shares 425,600 $288K <0.01% -4 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,899 shares; 2025Q1: 3,561 shares; 2025Q2: 2,762 shares; 2025Q3: 268 shares; 2025Q4: 2,203 shares; 2026Q1: 3,879 shares 3,879 $287K <0.01% +1,676 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,694 shares; 2026Q1: 7,237 shares 7,237 $285K <0.01% +1,543 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 1,494 shares; 2025Q2: 2,150 shares; 2025Q3: 3,454 shares; 2025Q4: 6,187 shares; 2026Q1: 5,003 shares 5,003 $283K <0.01% -1,184 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 18 shares; 2025Q1: 23 shares; 2025Q2: 414 shares; 2025Q3: 1,019 shares; 2025Q4: 1,671 shares; 2026Q1: 1,014 shares 1,014 $279K <0.01% -657 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 580 shares; 2025Q1: 695 shares; 2025Q2: 1,512 shares; 2025Q3: 2,426 shares; 2025Q4: 1,772 shares; 2026Q1: 4,016 shares 4,016 $278K <0.01% +2,244 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 548 shares; 2025Q1: 550 shares; 2025Q2: 545 shares; 2025Q3: 586 shares; 2025Q4: 616 shares; 2026Q1: 932 shares 932 $278K <0.01% +316 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165 shares; 2025Q3: 827 shares; 2025Q4: 2,499 shares; 2026Q1: 2,525 shares 2,525 $277K <0.01% +26 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 132 shares; 2025Q2: 93 shares; 2025Q3: 179 shares; 2025Q4: 129 shares; 2026Q1: 82 shares 82 $277K <0.01% -47 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 60 shares; 2025Q3: 99 shares; 2025Q4: 264 shares; 2026Q1: 394 shares 394 $277K <0.01% +130 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 100 shares; 2025Q4: 2,830 shares; 2026Q1: 2,847 shares 2,847 $277K <0.01% +17 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 5,851 shares 5,851 $275K <0.01% +1,851 Timeline VTWO 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: 100 shares; 2024Q4: 401 shares; 2025Q1: 1,802 shares; 2025Q2: 1,803 shares; 2025Q3: 2,718 shares; 2025Q4: 2,414 shares; 2026Q1: 2,737 shares 2,737 $274K <0.01% +323 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 1,080 shares; 2025Q1: 2,170 shares; 2025Q2: 2,387 shares; 2025Q3: 3,248 shares; 2025Q4: 9,619 shares; 2026Q1: 6,383 shares 6,383 $274K <0.01% -3,236 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,826 shares; 2025Q1: 7,826 shares; 2025Q2: 7,826 shares; 2025Q3: 7,826 shares; 2025Q4: 7,826 shares; 2026Q1: 7,826 shares 7,826 $273K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 5,584 shares; 2025Q1: 4,759 shares; 2025Q2: 4,559 shares; 2025Q3: 4,559 shares; 2025Q4: 4,042 shares; 2026Q1: 4,428 shares 4,428 $273K <0.01% +386 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 347 shares; 2025Q3: 349 shares; 2025Q4: 1,091 shares; 2026Q1: 4,112 shares 4,112 $273K <0.01% +3,021 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 1,093 shares; 2025Q2: 1,455 shares; 2025Q3: 1,614 shares; 2025Q4: 3,598 shares; 2026Q1: 4,056 shares 4,056 $272K <0.01% +458 Timeline SOXX 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: 121 shares; 2024Q4: 66 shares; 2025Q1: 216 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 236 shares; 2026Q1: 827 shares 827 $272K <0.01% +591 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $272K <0.01% 0 Timeline SSO 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: 4,944 shares; 2024Q4: 4,944 shares; 2025Q1: 3,300 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $270K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,790 shares; 2025Q1: 922 shares; 2025Q2: 930 shares; 2025Q3: 749 shares; 2025Q4: 793 shares; 2026Q1: 1,363 shares 1,363 $270K <0.01% +570 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: 420 shares; 2024Q4: 392 shares; 2025Q1: 474 shares; 2025Q2: 1,217 shares; 2025Q3: 1,099 shares; 2025Q4: 390 shares; 2026Q1: 2,357 shares 2,357 $269K <0.01% +1,967 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,128 shares; 2025Q1: 302 shares; 2025Q2: 549 shares; 2025Q3: 278 shares; 2025Q4: 677 shares; 2026Q1: 1,372 shares 1,372 $268K <0.01% +695 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,941 shares; 2025Q1: 3,940 shares; 2025Q2: 3,871 shares; 2025Q3: 3,940 shares; 2025Q4: 4,007 shares; 2026Q1: 3,819 shares 3,819 $266K <0.01% -188 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES 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: 29,657 shares; 2025Q4: 29,594 shares; 2026Q1: 29,594 shares 29,594 $266K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 11,956 shares; 2025Q1: 3,325 shares; 2025Q2: 3,225 shares; 2025Q3: 3,322 shares; 2025Q4: 3,322 shares; 2026Q1: 15,560 shares 15,560 $266K <0.01% +12,238 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 2,612 shares; 2025Q1: 2,434 shares; 2025Q2: 2,362 shares; 2025Q3: 500 shares; 2025Q4: 863 shares; 2026Q1: 2,256 shares 2,256 $264K <0.01% +1,393 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,022 shares 11,022 $263K <0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 4,403 shares; 2025Q1: 1,339 shares; 2025Q2: 1,609 shares; 2025Q3: 1,907 shares; 2025Q4: 3,502 shares; 2026Q1: 1,190 shares 1,190 $263K <0.01% -2,312 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,986 shares; 2024Q4: 8,986 shares; 2025Q1: 3,636 shares; 2025Q2: 3,636 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares; 2026Q1: 4,980 shares 4,980 $263K <0.01% +2,437 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,076 shares; 2025Q3: 23,833 shares; 2025Q4: 22,809 shares; 2026Q1: 21,711 shares 21,711 $262K <0.01% -1,098 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 57 shares; 2025Q4: 3 shares; 2026Q1: 7,861 shares 7,861 $262K <0.01% +7,858 Timeline DLS 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: 3,797 shares; 2024Q4: 625 shares; 2025Q1: 3,738 shares; 2025Q2: 3,828 shares; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares; 2026Q1: 3,184 shares 3,184 $260K <0.01% 0 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,633 shares; 2026Q1: 1,633 shares 1,633 $260K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 260 shares; 2025Q1: 106 shares; 2025Q2: 920 shares; 2025Q3: 316 shares; 2025Q4: 1,621 shares; 2026Q1: 1,639 shares 1,639 $260K <0.01% +18 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 648 shares; 2025Q4: 70 shares; 2026Q1: 2,631 shares 2,631 $259K <0.01% +2,561 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 2,183 shares; 2025Q1: 1,676 shares; 2025Q2: 1,982 shares; 2025Q3: 3,151 shares; 2025Q4: 2,076 shares; 2026Q1: 2,055 shares 2,055 $258K <0.01% -21 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 4,977 shares; 2025Q1: 4,982 shares; 2025Q2: 4,982 shares; 2025Q3: 4,990 shares; 2025Q4: 5,019 shares; 2026Q1: 5,115 shares 5,115 $257K <0.01% +96 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,796 shares; 2026Q1: 2,789 shares 2,789 $256K <0.01% -7 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 51 shares; 2025Q1: 143 shares; 2025Q2: 121 shares; 2025Q3: 1,586 shares; 2025Q4: 1,733 shares; 2026Q1: 1,643 shares 1,643 $256K <0.01% -90 Timeline UEIC UNIVERSAL ELECTRS INC More: the full row for UNIVERSAL ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,434 shares; 2024Q4: 51,684 shares; 2025Q1: 52,934 shares; 2025Q2: 60,188 shares; 2025Q3: 61,438 shares; 2025Q4: 61,438 shares; 2026Q1: 61,438 shares 61,438 $253K <0.01% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: not reported; 2025Q3: 5,479 shares; 2025Q4: 5,479 shares; 2026Q1: 5,479 shares 5,479 $252K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,292 shares; 2025Q1: 2,537 shares; 2025Q2: 2,885 shares; 2025Q3: 2,650 shares; 2025Q4: 3,209 shares; 2026Q1: 2,103 shares 2,103 $251K <0.01% -1,106 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 3,214 shares; 2025Q1: 2,954 shares; 2025Q2: 3,921 shares; 2025Q3: 3,393 shares; 2025Q4: 1,144 shares; 2026Q1: 1,915 shares 1,915 $251K <0.01% +771 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: 4,424 shares; 2025Q4: 4,424 shares; 2026Q1: 4,442 shares 4,442 $249K <0.01% +18 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 25,461 shares 25,461 $249K <0.01% +5,461 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 323 shares; 2025Q1: 24 shares; 2025Q2: 135 shares; 2025Q3: 468 shares; 2025Q4: 639 shares; 2026Q1: 6,006 shares 6,006 $248K <0.01% +5,367 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,168 shares; 2024Q4: 4,357 shares; 2025Q1: 4,331 shares; 2025Q2: 7,869 shares; 2025Q3: 9,516 shares; 2025Q4: 10,371 shares; 2026Q1: 4,021 shares 4,021 $247K <0.01% -6,350 Timeline USHY 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: 381,461 shares; 2024Q4: 491,880 shares; 2025Q1: 9,711 shares; 2025Q2: 610,653 shares; 2025Q3: 602,424 shares; 2025Q4: 585,072 shares; 2026Q1: 6,662 shares 6,662 $245K <0.01% -578,410 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,489 shares 5,489 $245K <0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 251 shares; 2025Q1: 1,235 shares; 2025Q2: 1,793 shares; 2025Q3: 1,506 shares; 2025Q4: 890 shares; 2026Q1: 2,649 shares 2,649 $244K <0.01% +1,759 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 58 shares; 2025Q3: 838 shares; 2025Q4: 936 shares; 2026Q1: 764 shares 764 $244K <0.01% -172 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 444 shares; 2025Q3: 51 shares; 2025Q4: 173 shares; 2026Q1: 30,372 shares 30,372 $244K <0.01% +30,199 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,076 shares 6,076 $244K <0.01% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,651 shares; 2025Q3: 1,640 shares; 2025Q4: 1,886 shares; 2026Q1: 1,584 shares 1,584 $243K <0.01% -302 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 2,311 shares; 2025Q1: 2,395 shares; 2025Q2: 2,312 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: 2,190 shares 2,190 $243K <0.01% 0 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: 5,499 shares; 2024Q4: 3,859 shares; 2025Q1: 3,969 shares; 2025Q2: 3,568 shares; 2025Q3: 3,193 shares; 2025Q4: 15,921 shares; 2026Q1: 8,010 shares 8,010 $243K <0.01% -7,911 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: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 2,867 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,736 shares; 2026Q1: 3,736 shares 3,736 $243K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 238 shares; 2025Q1: 349 shares; 2025Q2: 237 shares; 2025Q3: 199 shares; 2025Q4: 198 shares; 2026Q1: 813 shares 813 $243K <0.01% +615 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,756 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $243K <0.01% 0 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 6,288 shares; 2025Q1: 7,411 shares; 2025Q2: 7,600 shares; 2025Q3: 661 shares; 2025Q4: 1,050 shares; 2026Q1: 2,500 shares 2,500 $242K <0.01% +1,450 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,512 shares 30,512 $242K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 168 shares; 2025Q1: 337 shares; 2025Q2: 3,200 shares; 2025Q3: 3,397 shares; 2025Q4: 2,527 shares; 2026Q1: 1,760 shares 1,760 $240K <0.01% -767 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,111 shares; 2025Q1: 2,382 shares; 2025Q2: 5,338 shares; 2025Q3: 5,899 shares; 2025Q4: 9,141 shares; 2026Q1: 2,974 shares 2,974 $238K <0.01% -6,167 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,090 shares; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares 2,510 $237K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,204 shares; 2025Q1: 3,227 shares; 2025Q2: 3,493 shares; 2025Q3: 4,033 shares; 2025Q4: 3,746 shares; 2026Q1: 3,249 shares 3,249 $237K <0.01% -497 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 204 shares; 2025Q2: 352 shares; 2025Q3: 603 shares; 2025Q4: 547 shares; 2026Q1: 2,231 shares 2,231 $237K <0.01% +1,684 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares 1,179 $237K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,848 shares; 2025Q3: 2,848 shares; 2025Q4: 2,848 shares; 2026Q1: 2,848 shares 2,848 $236K <0.01% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,931 shares; 2024Q4: 22,420 shares; 2025Q1: 22,420 shares; 2025Q2: 32,361 shares; 2025Q3: 6,715 shares; 2025Q4: 6,715 shares; 2026Q1: 6,536 shares 6,536 $234K <0.01% -179 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares 8,200 $231K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 3,784 shares; 2025Q1: 3,786 shares; 2025Q2: 4,030 shares; 2025Q3: 4,038 shares; 2025Q4: 4,038 shares; 2026Q1: 4,038 shares 4,038 $230K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 4,123 shares; 2025Q1: 2,731 shares; 2025Q2: 4,101 shares; 2025Q3: 4,516 shares; 2025Q4: 4,031 shares; 2026Q1: 2,711 shares 2,711 $230K <0.01% -1,320 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,370 shares; 2024Q4: 10,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $230K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 1,980 shares; 2025Q4: 2,014 shares; 2026Q1: 1,839 shares 1,839 $230K <0.01% -175 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,003 shares; 2025Q1: 1,928 shares; 2025Q2: 2,211 shares; 2025Q3: 2,220 shares; 2025Q4: 914 shares; 2026Q1: 1,110 shares 1,110 $229K <0.01% +196 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 452 shares; 2025Q3: 1,545 shares; 2025Q4: 6,908 shares; 2026Q1: 5,654 shares 5,654 $229K <0.01% -1,254 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 5,931 shares; 2025Q1: 5,875 shares; 2025Q2: 7,911 shares; 2025Q3: 825 shares; 2025Q4: 591 shares; 2026Q1: 3,680 shares 3,680 $228K <0.01% +3,089 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 8,495 shares; 2025Q1: 8,495 shares; 2025Q2: 8,495 shares; 2025Q3: 8,495 shares; 2025Q4: 8,495 shares; 2026Q1: 8,495 shares 8,495 $227K <0.01% 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: 936 shares; 2024Q4: 2,241 shares; 2025Q1: 913 shares; 2025Q2: 3,104 shares; 2025Q3: 867 shares; 2025Q4: 760 shares; 2026Q1: 2,769 shares 2,769 $227K <0.01% +2,009 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 3,519 shares; 2025Q1: 2,010 shares; 2025Q2: 2,586 shares; 2025Q3: 2,125 shares; 2025Q4: 4,214 shares; 2026Q1: 4,537 shares 4,537 $227K <0.01% +323 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,071 shares; 2025Q1: 2,371 shares; 2025Q2: 2,633 shares; 2025Q3: 2,724 shares; 2025Q4: 4,047 shares; 2026Q1: 2,122 shares 2,122 $227K <0.01% -1,925 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 374 shares; 2025Q1: 304 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 3,067 shares 3,067 $225K <0.01% +2,989 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 8,011 shares; 2025Q1: 5,794 shares; 2025Q2: 6,807 shares; 2025Q3: 1,211 shares; 2025Q4: 2,496 shares; 2026Q1: 6,453 shares 6,453 $225K <0.01% +3,957 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: 5,389 shares; 2024Q4: 5,559 shares; 2025Q1: 4,944 shares; 2025Q2: 6,459 shares; 2025Q3: 6,247 shares; 2025Q4: 4,179 shares; 2026Q1: 2,484 shares 2,484 $225K <0.01% -1,695 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $224K <0.01% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,604 shares; 2025Q1: 1,716 shares; 2025Q2: 1,490 shares; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: 763 shares 763 $223K <0.01% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 728 shares; 2025Q2: 1,042 shares; 2025Q3: 1,099 shares; 2025Q4: 3,070 shares; 2026Q1: 2,195 shares 2,195 $223K <0.01% -875 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 19 shares; 2025Q4: 476 shares; 2026Q1: 11,745 shares 11,745 $222K <0.01% +11,269 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: 1,750 shares; 2024Q4: 1,578 shares; 2025Q1: 1,904 shares; 2025Q2: 2,394 shares; 2025Q3: 2,216 shares; 2025Q4: 2,939 shares; 2026Q1: 3,145 shares 3,145 $222K <0.01% +206 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 9,969 shares; 2025Q1: 8,397 shares; 2025Q2: 8,398 shares; 2025Q3: 6,770 shares; 2025Q4: 6,786 shares; 2026Q1: 6,713 shares 6,713 $221K <0.01% -73 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 803 shares; 2025Q2: 1,530 shares; 2025Q3: 2,638 shares; 2025Q4: 1,162 shares; 2026Q1: 5,801 shares 5,801 $220K <0.01% +4,639 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 376 shares; 2025Q3: 393 shares; 2025Q4: 721 shares; 2026Q1: 1,279 shares 1,279 $219K <0.01% +558 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares; 2026Q1: 2,317 shares 2,317 $219K <0.01% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,194 shares; 2025Q2: 3,104 shares; 2025Q3: 2,512 shares; 2025Q4: 3,168 shares; 2026Q1: 2,540 shares 2,540 $219K <0.01% -628 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 62 shares; 2025Q1: 61 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 1,263 shares; 2026Q1: 1,003 shares 1,003 $218K <0.01% -260 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,416 shares; 2025Q1: 57 shares; 2025Q2: 9,447 shares; 2025Q3: 12,108 shares; 2025Q4: 9,371 shares; 2026Q1: 7,839 shares 7,839 $217K <0.01% -1,532 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,660 shares; 2025Q3: 12,004 shares; 2025Q4: 5,397 shares; 2026Q1: 15,047 shares 15,047 $217K <0.01% +9,650 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 275 shares; 2025Q2: 374 shares; 2025Q3: 466 shares; 2025Q4: 1,503 shares; 2026Q1: 1,148 shares 1,148 $217K <0.01% -355 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: 4,330 shares; 2024Q4: 4,364 shares; 2025Q1: 4,126 shares; 2025Q2: 2,341 shares; 2025Q3: 2,354 shares; 2025Q4: 2,272 shares; 2026Q1: 2,277 shares 2,277 $215K <0.01% +5 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 1,681 shares 1,681 $215K <0.01% +1,254 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 152 shares; 2025Q1: 255 shares; 2025Q2: 122 shares; 2025Q3: 2 shares; 2025Q4: 67 shares; 2026Q1: 1,819 shares 1,819 $214K <0.01% +1,752 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,382 shares; 2025Q1: 1,132 shares; 2025Q2: 1,192 shares; 2025Q3: 1,328 shares; 2025Q4: 1,278 shares; 2026Q1: 1,260 shares 1,260 $213K <0.01% -18 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,500 shares; 2025Q1: 1,938 shares; 2025Q2: 2,025 shares; 2025Q3: 225 shares; 2025Q4: 1,264 shares; 2026Q1: 1,033 shares 1,033 $211K <0.01% -231 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: 4,258 shares; 2024Q4: 3,112 shares; 2025Q1: 3,472 shares; 2025Q2: 3,770 shares; 2025Q3: 3,452 shares; 2025Q4: 3,170 shares; 2026Q1: 3,185 shares 3,185 $208K <0.01% +15 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 5,347 shares; 2025Q1: 5,442 shares; 2025Q2: 5,369 shares; 2025Q3: 5,371 shares; 2025Q4: 5,373 shares; 2026Q1: 4,789 shares 4,789 $207K <0.01% -584 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 201 shares; 2025Q3: 237 shares; 2025Q4: 222 shares; 2026Q1: 524 shares 524 $207K <0.01% +302 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: 2,030 shares; 2024Q4: 2,911 shares; 2025Q1: 1,158 shares; 2025Q2: 1,530 shares; 2025Q3: 1,113 shares; 2025Q4: 1,616 shares; 2026Q1: 1,525 shares 1,525 $206K <0.01% -91 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,924 shares; 2024Q4: 7,764 shares; 2025Q1: 8,232 shares; 2025Q2: 9,895 shares; 2025Q3: 9,590 shares; 2025Q4: 13,755 shares; 2026Q1: 7,653 shares 7,653 $206K <0.01% -6,102 Timeline RXI 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: 2,395 shares; 2024Q4: 2,165 shares; 2025Q1: 1,265 shares; 2025Q2: 1,255 shares; 2025Q3: 5,856 shares; 2025Q4: 5,962 shares; 2026Q1: 1,102 shares 1,102 $205K <0.01% -4,860 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,858 shares; 2025Q1: 1,879 shares; 2025Q2: 1,462 shares; 2025Q3: 1,543 shares; 2025Q4: 1,818 shares; 2026Q1: 1,042 shares 1,042 $205K <0.01% -776 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 54 shares; 2025Q4: 49 shares; 2026Q1: 1,574 shares 1,574 $204K <0.01% +1,525 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,037 shares; 2025Q1: 1,083 shares; 2025Q2: 1,282 shares; 2025Q3: 1,314 shares; 2025Q4: 1,077 shares; 2026Q1: 988 shares 988 $204K <0.01% -89 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $203K <0.01% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 20,600 shares; 2025Q1: 20,600 shares; 2025Q2: 20,600 shares; 2025Q3: 20,600 shares; 2025Q4: 20,600 shares; 2026Q1: 52,435 shares 52,435 $203K <0.01% +31,835 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares 715 $201K <0.01% new 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: 1,353 shares; 2024Q4: 1,267 shares; 2025Q1: 1,365 shares; 2025Q2: 2,754 shares; 2025Q3: 2,780 shares; 2025Q4: 1,858 shares; 2026Q1: 1,357 shares 1,357 $198K <0.01% -501 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,799 shares; 2025Q3: 6,885 shares; 2025Q4: 4,108 shares; 2026Q1: 4,109 shares 4,109 $198K <0.01% +1 Timeline VRDN VIRIDIAN THERAPEUTICS INC More: the full row for VIRIDIAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 10,000 shares 10,000 $196K <0.01% +5,000 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,715 shares; 2026Q1: 5,734 shares 5,734 $195K <0.01% +19 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 208 shares; 2025Q3: 221 shares; 2025Q4: 560 shares; 2026Q1: 1,343 shares 1,343 $194K <0.01% +783 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 22,112 shares; 2026Q1: 16,900 shares 16,900 $194K <0.01% -5,212 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,175 shares; 2025Q1: 1,064 shares; 2025Q2: 2,920 shares; 2025Q3: 2,084 shares; 2025Q4: 3,927 shares; 2026Q1: 2,877 shares 2,877 $193K <0.01% -1,050 Timeline