BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,672 shares; 2024Q4: 5,958 shares; 2025Q1: 5,878 shares; 2025Q2: 5,878 shares; 2025Q3: 5,729 shares; 2025Q4: 5,730 shares; 2026Q1: 5,731 shares 5,731 $187K <0.01% +1 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,229 shares; 2025Q1: 1,221 shares; 2025Q2: 1,277 shares; 2025Q3: 195 shares; 2025Q4: 260 shares; 2026Q1: 544 shares 544 $185K <0.01% +284 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,968 shares; 2025Q4: 1,890 shares; 2026Q1: 1,865 shares 1,865 $184K <0.01% -25 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 4,308 shares; 2025Q1: 2,309 shares; 2025Q2: 1,843 shares; 2025Q3: 4,465 shares; 2025Q4: 2,051 shares; 2026Q1: 1,739 shares 1,739 $184K <0.01% -312 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 653 shares; 2025Q1: 198 shares; 2025Q2: 487 shares; 2025Q3: 290 shares; 2025Q4: 495 shares; 2026Q1: 1,054 shares 1,054 $181K <0.01% +559 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $180K <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,579 shares; 2025Q1: 2,511 shares; 2025Q2: 2,732 shares; 2025Q3: 2,633 shares; 2025Q4: 3,116 shares; 2026Q1: 2,257 shares 2,257 $175K <0.01% -859 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,432 shares; 2025Q1: 2,479 shares; 2025Q2: 3,691 shares; 2025Q3: 3,819 shares; 2025Q4: 2,644 shares; 2026Q1: 2,404 shares 2,404 $175K <0.01% -240 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares 1,638 $175K <0.01% 0 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,779 shares; 2024Q4: 11,779 shares; 2025Q1: 10,787 shares; 2025Q2: 9,700 shares; 2025Q3: 12,369 shares; 2025Q4: 6,185 shares; 2026Q1: 8,000 shares 8,000 $174K <0.01% +1,815 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,919 shares; 2025Q1: 3,959 shares; 2025Q2: 4,054 shares; 2025Q3: 691 shares; 2025Q4: 817 shares; 2026Q1: 2,149 shares 2,149 $174K <0.01% +1,332 Timeline MBB 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: 2,437 shares; 2024Q4: 2,665 shares; 2025Q1: 3,023 shares; 2025Q2: 3,196 shares; 2025Q3: 1,770 shares; 2025Q4: 1,143 shares; 2026Q1: 1,831 shares 1,831 $174K <0.01% +688 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,208 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $173K <0.01% 0 Timeline DDFD 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: 8,981 shares; 2026Q1: 8,981 shares 8,981 $170K <0.01% 0 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,870 shares; 2025Q1: 10,870 shares; 2025Q2: 10,870 shares; 2025Q3: 10,870 shares; 2025Q4: 10,870 shares; 2026Q1: 6,835 shares 6,835 $170K <0.01% -4,035 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 1,831 shares; 2025Q1: 1,898 shares; 2025Q2: 2,541 shares; 2025Q3: 2,584 shares; 2025Q4: 3,482 shares; 2026Q1: 2,084 shares 2,084 $169K <0.01% -1,398 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,665 shares; 2024Q4: 270 shares; 2025Q1: 258 shares; 2025Q2: 14,319 shares; 2025Q3: 24,524 shares; 2025Q4: 23,351 shares; 2026Q1: 4,771 shares 4,771 $168K <0.01% -18,580 Timeline AUTL AUTOLUS THERAPEUTICS LTD More: the full row for AUTOLUS THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,107 shares; 2024Q4: 91,107 shares; 2025Q1: 91,107 shares; 2025Q2: 121,107 shares; 2025Q3: 121,107 shares; 2025Q4: 121,107 shares; 2026Q1: 121,107 shares 121,107 $167K <0.01% 0 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 35,964 shares; 2025Q3: 35,964 shares; 2025Q4: 17,364 shares; 2026Q1: 17,364 shares 17,364 $167K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 762 shares; 2025Q2: 416 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,835 shares 2,835 $165K <0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 2,050 shares; 2025Q2: 2,433 shares; 2025Q3: 1,119 shares; 2025Q4: 1,836 shares; 2026Q1: 835 shares 835 $164K <0.01% -1,001 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,802 shares; 2026Q1: 2,147 shares 2,147 $164K <0.01% -655 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,435 shares; 2025Q1: 2,435 shares; 2025Q2: 4,933 shares; 2025Q3: 2,704 shares; 2025Q4: 2,704 shares; 2026Q1: 2,704 shares 2,704 $163K <0.01% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 280 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,388 shares 3,388 $163K <0.01% new Timeline BUFF 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: 3,304 shares 3,304 $163K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 220 shares; 2025Q1: 389 shares; 2025Q2: 330 shares; 2025Q3: 312 shares; 2025Q4: 538 shares; 2026Q1: 1,335 shares 1,335 $162K <0.01% +797 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 54 shares; 2025Q1: 190 shares; 2025Q2: 225 shares; 2025Q3: 525 shares; 2025Q4: 1,149 shares; 2026Q1: 400 shares 400 $159K <0.01% -749 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 183 shares; 2025Q3: 768 shares; 2025Q4: 1,309 shares; 2026Q1: 2,435 shares 2,435 $159K <0.01% +1,126 Timeline CATH 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: 1,418 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 1,952 shares; 2026Q1: 2,000 shares 2,000 $156K <0.01% +48 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,605 shares; 2025Q3: 2,499 shares; 2025Q4: 2,499 shares; 2026Q1: 2,499 shares 2,499 $156K <0.01% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,177 shares; 2025Q3: 358 shares; 2025Q4: 4,814 shares; 2026Q1: 4,160 shares 4,160 $156K <0.01% -654 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,463 shares; 2025Q1: 1,474 shares; 2025Q2: 2,386 shares; 2025Q3: 5,646 shares; 2025Q4: 2,428 shares; 2026Q1: 1,869 shares 1,869 $155K <0.01% -559 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,361 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 1,934 shares; 2025Q4: 3,053 shares; 2026Q1: 3,053 shares 3,053 $155K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,520 shares; 2025Q1: 2,077 shares; 2025Q2: 1,269 shares; 2025Q3: 1,377 shares; 2025Q4: 1,499 shares; 2026Q1: 1,614 shares 1,614 $154K <0.01% +115 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $153K <0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 2,305 shares; 2026Q1: 3,830 shares 3,830 $153K <0.01% +1,525 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: not reported; 2026Q1: 2,936 shares 2,936 $152K <0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares 1,490 $152K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,687 shares; 2024Q4: 26,789 shares; 2025Q1: 28,789 shares; 2025Q2: 28,599 shares; 2025Q3: 6,000 shares; 2025Q4: 17,605 shares; 2026Q1: 22,122 shares 22,122 $152K <0.01% +4,517 Timeline EMB 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: 8,092 shares; 2024Q4: 2,900 shares; 2025Q1: 2,624 shares; 2025Q2: 2,488 shares; 2025Q3: 2,025 shares; 2025Q4: 1,967 shares; 2026Q1: 1,596 shares 1,596 $150K <0.01% -371 Timeline QTEC 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: 831 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 694 shares; 2026Q1: 694 shares 694 $150K <0.01% 0 Timeline OCC OPTICAL CABLE CORP More: the full row for OPTICAL CABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,677 shares; 2024Q4: 123,677 shares; 2025Q1: 123,677 shares; 2025Q2: 123,677 shares; 2025Q3: 17,898 shares; 2025Q4: 17,898 shares; 2026Q1: 17,898 shares 17,898 $148K <0.01% 0 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448 $147K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 2,117 shares; 2025Q1: 2,129 shares; 2025Q2: 2,755 shares; 2025Q3: 2,759 shares; 2025Q4: 3,754 shares; 2026Q1: 2,278 shares 2,278 $147K <0.01% -1,476 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,036 shares; 2024Q4: 10,536 shares; 2025Q1: 10,536 shares; 2025Q2: 12,409 shares; 2025Q3: 14,037 shares; 2025Q4: 16,840 shares; 2026Q1: 14,778 shares 14,778 $147K <0.01% -2,062 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 141 shares; 2025Q1: 34 shares; 2025Q2: 212 shares; 2025Q3: 4,568 shares; 2025Q4: 4,280 shares; 2026Q1: 5,000 shares 5,000 $147K <0.01% +720 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $146K <0.01% 0 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 6,585 shares; 2025Q3: 3,831 shares; 2025Q4: 3,831 shares; 2026Q1: 3,831 shares 3,831 $146K <0.01% 0 Timeline NNBR NN INC More: the full row for NN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $145K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $145K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,503 shares; 2026Q1: 1,251 shares 1,251 $144K <0.01% -252 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 6,081 shares 6,081 $144K <0.01% +6,078 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,291 shares 1,291 $143K <0.01% +145 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 728 shares; 2026Q1: 2,479 shares 2,479 $143K <0.01% +1,751 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,177 shares; 2024Q4: 13,136 shares; 2025Q1: 13,136 shares; 2025Q2: 22,712 shares; 2025Q3: 22,712 shares; 2025Q4: 23,991 shares; 2026Q1: 10,615 shares 10,615 $143K <0.01% -13,376 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 60 shares; 2025Q1: 130 shares; 2025Q2: 259 shares; 2025Q3: 291 shares; 2025Q4: 495 shares; 2026Q1: 770 shares 770 $142K <0.01% +275 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 419 shares; 2025Q1: 465 shares; 2025Q2: 1,889 shares; 2025Q3: 411 shares; 2025Q4: 562 shares; 2026Q1: 24,064 shares 24,064 $142K <0.01% +23,502 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 542 shares; 2025Q1: 142 shares; 2025Q2: 116 shares; 2025Q3: 97 shares; 2025Q4: 179 shares; 2026Q1: 235 shares 235 $142K <0.01% +56 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 424 shares; 2025Q1: 206 shares; 2025Q2: 847 shares; 2025Q3: 640 shares; 2025Q4: 1,190 shares; 2026Q1: 7,553 shares 7,553 $142K <0.01% +6,363 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 2,786 shares; 2025Q2: 10,358 shares; 2025Q3: 45,781 shares; 2025Q4: 39,791 shares; 2026Q1: 21,607 shares 21,607 $142K <0.01% -18,184 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 4,710 shares 4,710 $142K <0.01% +2,235 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,606 shares; 2024Q4: 27,206 shares; 2025Q1: 27,206 shares; 2025Q2: 27,206 shares; 2025Q3: 27,670 shares; 2025Q4: 13,156 shares; 2026Q1: 10,181 shares 10,181 $141K <0.01% -2,975 Timeline IYK 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: 2,106 shares; 2024Q4: 2,122 shares; 2025Q1: 2,131 shares; 2025Q2: 1,649 shares; 2025Q3: 1,660 shares; 2025Q4: 2,000 shares; 2026Q1: 2,010 shares 2,010 $141K <0.01% +10 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,848 shares; 2024Q4: 14,972 shares; 2025Q1: 13,189 shares; 2025Q2: 13,366 shares; 2025Q3: 13,542 shares; 2025Q4: 13,723 shares; 2026Q1: 13,919 shares 13,919 $141K <0.01% +196 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,859 shares; 2025Q1: 1,868 shares; 2025Q2: 2,297 shares; 2025Q3: 2,355 shares; 2025Q4: 2,985 shares; 2026Q1: 2,063 shares 2,063 $140K <0.01% -922 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: not reported; 2026Q1: 1,632 shares 1,632 $139K <0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,631 shares; 2025Q4: 3,607 shares; 2026Q1: 3,607 shares 3,607 $138K <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares; 2026Q1: 4,098 shares 4,098 $137K <0.01% +2,208 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,479 shares; 2025Q1: 1,971 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,305 shares; 2026Q1: 1,437 shares 1,437 $135K <0.01% +132 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,516 shares; 2025Q1: 2,857 shares; 2025Q2: 4,000 shares; 2025Q3: 3,883 shares; 2025Q4: 4,597 shares; 2026Q1: 2,656 shares 2,656 $135K <0.01% -1,941 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,700 shares; 2024Q4: 23,700 shares; 2025Q1: 25,100 shares; 2025Q2: 27,754 shares; 2025Q3: 24,879 shares; 2025Q4: 17,787 shares; 2026Q1: 21,130 shares 21,130 $134K <0.01% +3,343 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 576 shares; 2025Q3: 573 shares; 2025Q4: 669 shares; 2026Q1: 500 shares 500 $133K <0.01% -169 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 586 shares; 2025Q1: 1,684 shares; 2025Q2: 1,744 shares; 2025Q3: 1,506 shares; 2025Q4: 1,430 shares; 2026Q1: 876 shares 876 $133K <0.01% -554 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 1,489 shares; 2025Q1: 1,492 shares; 2025Q2: 1,500 shares; 2025Q3: 4,785 shares; 2025Q4: 12,385 shares; 2026Q1: 4,745 shares 4,745 $132K <0.01% -7,640 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $132K <0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,179 shares; 2026Q1: 19,179 shares 19,179 $131K <0.01% +18,000 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 967 shares; 2025Q3: 1,318 shares; 2025Q4: 1,332 shares; 2026Q1: 1,336 shares 1,336 $131K <0.01% +4 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to 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: 17,880 shares 17,880 $130K <0.01% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 44 shares; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 450 shares; 2026Q1: 849 shares 849 $130K <0.01% +399 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,736 shares; 2025Q1: 5,003 shares; 2025Q2: 2,225 shares; 2025Q3: 2,208 shares; 2025Q4: 2,701 shares; 2026Q1: 542 shares 542 $130K <0.01% -2,159 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN 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: 18,653 shares 18,653 $130K <0.01% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 3,261 shares; 2026Q1: 5,019 shares 5,019 $128K <0.01% +1,758 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,696 shares; 2024Q4: 16,125 shares; 2025Q1: 16,395 shares; 2025Q2: 16,917 shares; 2025Q3: 17,338 shares; 2025Q4: 17,902 shares; 2026Q1: 16,956 shares 16,956 $128K <0.01% -946 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 1,159 shares; 2026Q1: 1,159 shares 1,159 $127K <0.01% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 154 shares; 2025Q4: 4 shares; 2026Q1: 3,929 shares 3,929 $126K <0.01% +3,925 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares 1,332 $126K <0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 168 shares; 2025Q1: 122 shares; 2025Q2: 184 shares; 2025Q3: 121 shares; 2025Q4: 260 shares; 2026Q1: 680 shares 680 $126K <0.01% +420 Timeline AVDE 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: 1,478 shares 1,478 $125K <0.01% new Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,375 shares; 2024Q4: 34,375 shares; 2025Q1: 34,375 shares; 2025Q2: 67,568 shares; 2025Q3: 51,699 shares; 2025Q4: 34,375 shares; 2026Q1: 34,375 shares 34,375 $125K <0.01% 0 Timeline IFRA 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: 2,603 shares; 2024Q4: 2,603 shares; 2025Q1: 2,950 shares; 2025Q2: 2,566 shares; 2025Q3: 2,567 shares; 2025Q4: 2,579 shares; 2026Q1: 2,177 shares 2,177 $125K <0.01% -402 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 616 shares; 2025Q3: 292 shares; 2025Q4: 781 shares; 2026Q1: 1,894 shares 1,894 $124K <0.01% +1,113 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 138 shares; 2025Q1: 72 shares; 2025Q2: 93 shares; 2025Q3: 81 shares; 2025Q4: 127 shares; 2026Q1: 115 shares 115 $123K <0.01% -12 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,763 shares; 2024Q4: 14,957 shares; 2025Q1: 14,347 shares; 2025Q2: 10,356 shares; 2025Q3: 7,739 shares; 2025Q4: 7,336 shares; 2026Q1: 7,061 shares 7,061 $122K <0.01% -275 Timeline ONEV 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: 885 shares; 2024Q4: 891 shares; 2025Q1: 894 shares; 2025Q2: 898 shares; 2025Q3: 902 shares; 2025Q4: 907 shares; 2026Q1: 911 shares 911 $122K <0.01% +4 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: 3,992 shares; 2025Q3: 2,192 shares; 2025Q4: 2,559 shares; 2026Q1: 1,698 shares 1,698 $122K <0.01% -861 Timeline DTH 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: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $122K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 3,634 shares; 2025Q1: 120 shares; 2025Q2: 287 shares; 2025Q3: 297 shares; 2025Q4: 892 shares; 2026Q1: 1,388 shares 1,388 $121K <0.01% +496 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,458 shares; 2025Q1: 2,108 shares; 2025Q2: 2,201 shares; 2025Q3: 1,839 shares; 2025Q4: 2,830 shares; 2026Q1: 1,859 shares 1,859 $118K <0.01% -971 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,620 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $118K <0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 10,313 shares; 2025Q1: 10,602 shares; 2025Q2: 10,922 shares; 2025Q3: 11,224 shares; 2025Q4: 11,527 shares; 2026Q1: 10,952 shares 10,952 $118K <0.01% -575 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 17 shares; 2025Q4: 12,655 shares; 2026Q1: 26,495 shares 26,495 $117K <0.01% +13,840 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,833 shares; 2024Q4: 13,833 shares; 2025Q1: 1,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $117K <0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,846 shares; 2024Q4: 6,206 shares; 2025Q1: 5,165 shares; 2025Q2: 4,745 shares; 2025Q3: 4,095 shares; 2025Q4: 4,058 shares; 2026Q1: 4,074 shares 4,074 $117K <0.01% +16 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $117K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 471 shares; 2026Q1: 472 shares 472 $117K <0.01% +1 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 664 shares; 2025Q1: 132 shares; 2025Q2: 737 shares; 2025Q3: 825 shares; 2025Q4: 1,159 shares; 2026Q1: 624 shares 624 $116K <0.01% -535 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,001 shares; 2025Q1: 814 shares; 2025Q2: 1,341 shares; 2025Q3: 1,153 shares; 2025Q4: 1,507 shares; 2026Q1: 884 shares 884 $115K <0.01% -623 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 69 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 411 shares 411 $115K <0.01% +408 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 4,485 shares; 2025Q1: 4,485 shares; 2025Q2: 4,485 shares; 2025Q3: 4,485 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares 4,485 $114K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 2,313 shares; 2025Q1: 1,838 shares; 2025Q2: 3,289 shares; 2025Q3: 3,402 shares; 2025Q4: 3,995 shares; 2026Q1: 786 shares 786 $114K <0.01% -3,209 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 50 shares; 2025Q1: 51 shares; 2025Q2: 106 shares; 2025Q3: 105 shares; 2025Q4: 273 shares; 2026Q1: 90 shares 90 $114K <0.01% -183 Timeline BBHL BBH TR More: the full row for BBH 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: 7,507 shares; 2026Q1: 7,507 shares 7,507 $113K <0.01% 0 Timeline AIVL 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: 973 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 973 shares 973 $113K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,381 shares; 2025Q2: 1,602 shares; 2025Q3: 1,604 shares; 2025Q4: 1,883 shares; 2026Q1: 1,362 shares 1,362 $112K <0.01% -521 Timeline STBA S & T BANCORP INC More: the full row for S & T 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: 140 shares; 2025Q3: 187 shares; 2025Q4: not reported; 2026Q1: 2,668 shares 2,668 $112K <0.01% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,168 shares 2,168 $111K <0.01% new Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 9 shares; 2026Q1: 9,087 shares 9,087 $111K <0.01% +9,078 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,799 shares 1,799 $109K <0.01% new Timeline WOOD 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: 1,487 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,531 shares; 2026Q1: 1,531 shares 1,531 $109K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,213 shares; 2025Q1: 120 shares; 2025Q2: 104 shares; 2025Q3: 2 shares; 2025Q4: 75 shares; 2026Q1: 360 shares 360 $108K <0.01% +285 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 350 shares; 2025Q1: 552 shares; 2025Q2: 560 shares; 2025Q3: 636 shares; 2025Q4: 670 shares; 2026Q1: 983 shares 983 $108K <0.01% +313 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 973 shares; 2025Q3: 731 shares; 2025Q4: 736 shares; 2026Q1: 703 shares 703 $107K <0.01% -33 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 8,500 shares; 2026Q1: 8,638 shares 8,638 $107K <0.01% +138 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,567 shares; 2025Q1: 2,639 shares; 2025Q2: 3,649 shares; 2025Q3: 8,721 shares; 2025Q4: 12,017 shares; 2026Q1: 9,601 shares 9,601 $106K <0.01% -2,416 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1,550 shares 1,550 $106K <0.01% +1,549 Timeline FJUN 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: 1,858 shares; 2025Q4: 1,858 shares; 2026Q1: 1,858 shares 1,858 $105K <0.01% 0 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares; 2026Q1: 3,039 shares 3,039 $104K <0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,073 shares; 2025Q3: 1,325 shares; 2025Q4: 1,566 shares; 2026Q1: 1,278 shares 1,278 $103K <0.01% -288 Timeline GAUG 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: 2,645 shares; 2025Q4: 2,645 shares; 2026Q1: 2,645 shares 2,645 $102K <0.01% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 7,717 shares; 2025Q1: 8,122 shares; 2025Q2: 5,066 shares; 2025Q3: 5,067 shares; 2025Q4: 4,769 shares; 2026Q1: 4,770 shares 4,770 $102K <0.01% +1 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares 3,173 $102K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,166 shares; 2025Q1: 3,390 shares; 2025Q2: 3,730 shares; 2025Q3: 3,783 shares; 2025Q4: 5,308 shares; 2026Q1: 4,147 shares 4,147 $101K <0.01% -1,161 Timeline BCPL 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: 4,068 shares 4,068 $101K <0.01% new Timeline LRGF 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: 1,527 shares; 2024Q4: 1,527 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares 1,527 $101K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 4,100 shares; 2025Q1: 455 shares; 2025Q2: 756 shares; 2025Q3: 751 shares; 2025Q4: 1,088 shares; 2026Q1: 671 shares 671 $101K <0.01% -417 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 1,330 shares; 2026Q1: 3,675 shares 3,675 $98.4K <0.01% +2,345 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167 shares; 2025Q2: not reported; 2025Q3: 223 shares; 2025Q4: 11 shares; 2026Q1: 2,000 shares 2,000 $97.9K <0.01% +1,989 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,041 shares; 2025Q1: 1,983 shares; 2025Q2: 503 shares; 2025Q3: 4,468 shares; 2025Q4: 2,971 shares; 2026Q1: 1,625 shares 1,625 $97.8K <0.01% -1,346 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $97.4K <0.01% 0 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 6,237 shares; 2025Q1: 5,920 shares; 2025Q2: 6,068 shares; 2025Q3: 148 shares; 2025Q4: not reported; 2026Q1: 7,709 shares 7,709 $97.4K <0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,705 shares; 2025Q1: 705 shares; 2025Q2: 694 shares; 2025Q3: 203 shares; 2025Q4: 246 shares; 2026Q1: 1,325 shares 1,325 $94.7K <0.01% +1,079 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,409 shares; 2024Q4: 5,009 shares; 2025Q1: 11,214 shares; 2025Q2: 6,319 shares; 2025Q3: 6,434 shares; 2025Q4: 6,507 shares; 2026Q1: 6,585 shares 6,585 $94.6K <0.01% +78 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,184 shares; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 246 shares; 2025Q4: 7 shares; 2026Q1: 2,548 shares 2,548 $94.4K <0.01% +2,541 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 2,795 shares; 2025Q1: 3,095 shares; 2025Q2: 3,049 shares; 2025Q3: 77 shares; 2025Q4: 158 shares; 2026Q1: 1,251 shares 1,251 $94.2K <0.01% +1,093 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 7,604 shares; 2025Q1: 7,757 shares; 2025Q2: 7,914 shares; 2025Q3: 8,074 shares; 2025Q4: 8,246 shares; 2026Q1: 8,422 shares 8,422 $93.8K <0.01% +176 Timeline HYLB 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: 520,605 shares; 2024Q4: 520,675 shares; 2025Q1: 532,893 shares; 2025Q2: 453,808 shares; 2025Q3: 448,868 shares; 2025Q4: 450,281 shares; 2026Q1: 2,583 shares 2,583 $93.4K <0.01% -447,698 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,353 shares; 2025Q1: 1,460 shares; 2025Q2: 1,376 shares; 2025Q3: 1,385 shares; 2025Q4: 1,395 shares; 2026Q1: 1,399 shares 1,399 $92.8K <0.01% +4 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 228 shares; 2025Q2: 138 shares; 2025Q3: 36 shares; 2025Q4: 259 shares; 2026Q1: 643 shares 643 $92.5K <0.01% +384 Timeline TLTE 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: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $92.4K <0.01% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 853 shares; 2025Q1: 869 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,150 shares; 2026Q1: 873 shares 873 $91.8K <0.01% -277 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 254 shares; 2025Q1: 318 shares; 2025Q2: 1,570 shares; 2025Q3: 1,655 shares; 2025Q4: 1,862 shares; 2026Q1: 398 shares 398 $91.7K <0.01% -1,464 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 253 shares; 2025Q2: 405 shares; 2025Q3: 224 shares; 2025Q4: 561 shares; 2026Q1: 633 shares 633 $91.7K <0.01% +72 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,533 shares 1,533 $91.5K <0.01% new Timeline KRE 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: 2,334 shares; 2024Q4: 1,306 shares; 2025Q1: 1,313 shares; 2025Q2: 1,566 shares; 2025Q3: 1,573 shares; 2025Q4: 1,580 shares; 2026Q1: 1,386 shares 1,386 $90.3K <0.01% -194 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 19 shares; 2025Q4: 27 shares; 2026Q1: 1,082 shares 1,082 $89.7K <0.01% +1,055 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,246 shares; 2025Q1: 2,307 shares; 2025Q2: 2,513 shares; 2025Q3: 2,583 shares; 2025Q4: 3,587 shares; 2026Q1: 6,227 shares 6,227 $89.5K <0.01% +2,640 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 3,022 shares; 2025Q2: 2,665 shares; 2025Q3: 61 shares; 2025Q4: 1 shares; 2026Q1: 968 shares 968 $89.2K <0.01% +967 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 401 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $89.1K <0.01% 0 Timeline QQEW 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: 1,088 shares; 2024Q4: 1,089 shares; 2025Q1: 1,090 shares; 2025Q2: 8,106 shares; 2025Q3: 1,091 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $88.8K <0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 14,186 shares; 2025Q1: 12,739 shares; 2025Q2: 16,789 shares; 2025Q3: 16,961 shares; 2025Q4: 10,488 shares; 2026Q1: 5,905 shares 5,905 $88.8K <0.01% -4,583 Timeline AIRR 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: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 800 shares 800 $88.6K <0.01% -83 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 1,012 shares; 2026Q1: 657 shares 657 $88.5K <0.01% -355 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,001 shares 2,001 $87.3K <0.01% new Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,524 shares; 2025Q1: 2,393 shares; 2025Q2: 2,269 shares; 2025Q3: 49 shares; 2025Q4: not reported; 2026Q1: 1,672 shares 1,672 $87.3K <0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,336 shares; 2026Q1: 2,375 shares 2,375 $87.3K <0.01% +1,039 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 250 shares; 2025Q1: 341 shares; 2025Q2: 503 shares; 2025Q3: 472 shares; 2025Q4: 540 shares; 2026Q1: 270 shares 270 $86.9K <0.01% -270 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 1,267 shares 1,267 $86.6K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,598 shares; 2025Q1: 2,627 shares; 2025Q2: 3,081 shares; 2025Q3: 3,118 shares; 2025Q4: 2,949 shares; 2026Q1: 2,437 shares 2,437 $86.5K <0.01% -512 Timeline MLPX 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 807 shares; 2026Q1: 1,168 shares 1,168 $86.4K <0.01% +361 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 2,112 shares; 2025Q1: 1,506 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares; 2025Q4: 2,604 shares; 2026Q1: 1,158 shares 1,158 $86.2K <0.01% -1,446 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,049 shares; 2025Q1: 6,361 shares; 2025Q2: 6,289 shares; 2025Q3: 249 shares; 2025Q4: 69 shares; 2026Q1: 3,646 shares 3,646 $86.2K <0.01% +3,577 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 598 shares; 2025Q1: 551 shares; 2025Q2: 692 shares; 2025Q3: 745 shares; 2025Q4: 882 shares; 2026Q1: 203 shares 203 $86.2K <0.01% -679 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 987 shares; 2025Q1: 266 shares; 2025Q2: 349 shares; 2025Q3: 380 shares; 2025Q4: 45 shares; 2026Q1: 369 shares 369 $86.1K <0.01% +324 Timeline QBUF 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: 2,924 shares 2,924 $85.4K <0.01% new Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,321 shares; 2026Q1: 1,321 shares 1,321 $85.4K <0.01% 0 Timeline FTXO 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: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares; 2026Q1: 2,358 shares 2,358 $85.3K <0.01% -719 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737 shares; 2025Q4: 757 shares; 2026Q1: 759 shares 759 $85.1K <0.01% +2 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 5,395 shares; 2025Q1: 5,395 shares; 2025Q2: 9,967 shares; 2025Q3: 9,967 shares; 2025Q4: 9,967 shares; 2026Q1: 823 shares 823 $84.9K <0.01% -9,144 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 3,046 shares; 2025Q1: 3,149 shares; 2025Q2: 4,144 shares; 2025Q3: 4,596 shares; 2025Q4: 6,199 shares; 2026Q1: 3,974 shares 3,974 $84K <0.01% -2,225 Timeline BMVP 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: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares 1,680 $83.8K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 808 shares; 2025Q1: 1,140 shares; 2025Q2: 1,482 shares; 2025Q3: 2,684 shares; 2025Q4: 971 shares; 2026Q1: 596 shares 596 $83.6K <0.01% -375 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 1,720 shares; 2025Q1: 1,722 shares; 2025Q2: 2,389 shares; 2025Q3: 3,016 shares; 2025Q4: 578 shares; 2026Q1: 379 shares 379 $81.8K <0.01% -199 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 275 shares; 2025Q1: 241 shares; 2025Q2: 192 shares; 2025Q3: 97 shares; 2025Q4: 185 shares; 2026Q1: 236 shares 236 $80.8K <0.01% +51 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,254 shares; 2024Q4: 5,254 shares; 2025Q1: 11,370 shares; 2025Q2: 13,334 shares; 2025Q3: 10,227 shares; 2025Q4: 10,645 shares; 2026Q1: 7,249 shares 7,249 $80.5K <0.01% -3,396 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 836 shares; 2025Q1: 11 shares; 2025Q2: 375 shares; 2025Q3: 423 shares; 2025Q4: 1,139 shares; 2026Q1: 429 shares 429 $80.3K <0.01% -710 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 799 shares; 2025Q1: 597 shares; 2025Q2: 853 shares; 2025Q3: 660 shares; 2025Q4: 1,066 shares; 2026Q1: 459 shares 459 $80.1K <0.01% -607 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 177,487 shares; 2025Q1: 184,244 shares; 2025Q2: 188,274 shares; 2025Q3: 192,584 shares; 2025Q4: 160,512 shares; 2026Q1: 1,963 shares 1,963 $79.2K <0.01% -158,549 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,142 shares; 2025Q1: 1,289 shares; 2025Q2: 1,377 shares; 2025Q3: 1,447 shares; 2025Q4: 1,875 shares; 2026Q1: 1,176 shares 1,176 $79.2K <0.01% -699 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 12 shares 12 $79.1K <0.01% +5 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $79K <0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,762 shares 1,762 $78.8K <0.01% new Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,286 shares; 2025Q1: 1,318 shares; 2025Q2: 1,354 shares; 2025Q3: 1,388 shares; 2025Q4: 1,533 shares; 2026Q1: 1,580 shares 1,580 $78.7K <0.01% +47 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 2,039 shares 2,039 $78.5K <0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,164 shares; 2025Q1: 1,137 shares; 2025Q2: 1,250 shares; 2025Q3: 873 shares; 2025Q4: 1,491 shares; 2026Q1: 1,184 shares 1,184 $78.5K <0.01% -307 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 1,292 shares; 2025Q3: 1,322 shares; 2025Q4: 1,252 shares; 2026Q1: 2,900 shares 2,900 $78.4K <0.01% +1,648 Timeline IHAK 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: 1,436 shares; 2024Q4: 1,437 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,784 shares 1,784 $77.9K <0.01% +647 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 572 shares; 2025Q2: 677 shares; 2025Q3: 681 shares; 2025Q4: 1,032 shares; 2026Q1: 380 shares 380 $77.6K <0.01% -652 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,308 shares; 2025Q1: 503 shares; 2025Q2: 691 shares; 2025Q3: 710 shares; 2025Q4: 505 shares; 2026Q1: 370 shares 370 $77.4K <0.01% -135 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 4,837 shares 4,837 $77K <0.01% +4,137 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,326 shares; 2025Q4: 1,326 shares; 2026Q1: 1,326 shares 1,326 $76.7K <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,580 shares; 2025Q1: 2,150 shares; 2025Q2: 2,370 shares; 2025Q3: 503 shares; 2025Q4: 585 shares; 2026Q1: 449 shares 449 $76.7K <0.01% -136 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,357 shares 2,357 $76.4K <0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 944 shares; 2025Q3: 628 shares; 2025Q4: 12 shares; 2026Q1: 1,188 shares 1,188 $76.3K <0.01% +1,176 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 240 shares; 2025Q1: 477 shares; 2025Q2: 335 shares; 2025Q3: 350 shares; 2025Q4: 479 shares; 2026Q1: 278 shares 278 $76.1K <0.01% -201 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 435 shares; 2025Q2: 822 shares; 2025Q3: 808 shares; 2025Q4: 1,237 shares; 2026Q1: 505 shares 505 $75.9K <0.01% -732 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 262 shares; 2025Q2: 643 shares; 2025Q3: 611 shares; 2025Q4: 1,714 shares; 2026Q1: 1,162 shares 1,162 $75.8K <0.01% -552 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 2,469 shares 2,469 $75.7K <0.01% new Timeline BOTZ 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: 207 shares; 2024Q4: 3,207 shares; 2025Q1: 207 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 2,263 shares 2,263 $75.2K <0.01% +971 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 3,267 shares; 2026Q1: 5,348 shares 5,348 $75.1K <0.01% +2,081 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,315 shares 2,315 $74.7K <0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,357 shares; 2025Q1: 1,358 shares; 2025Q2: 1,413 shares; 2025Q3: 1,415 shares; 2025Q4: 1,417 shares; 2026Q1: 1,419 shares 1,419 $74.5K <0.01% +2 Timeline IXG 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $74.1K <0.01% 0 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332 shares; 2025Q3: 404 shares; 2025Q4: 3,368 shares; 2026Q1: 3,368 shares 3,368 $72K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 543 shares; 2025Q1: 388 shares; 2025Q2: 564 shares; 2025Q3: 315 shares; 2025Q4: 754 shares; 2026Q1: 285 shares 285 $71.6K <0.01% -469 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 259 shares; 2025Q1: 265 shares; 2025Q2: 483 shares; 2025Q3: 557 shares; 2025Q4: 745 shares; 2026Q1: 262 shares 262 $71K <0.01% -483 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 228 shares; 2025Q1: 295 shares; 2025Q2: 291 shares; 2025Q3: 301 shares; 2025Q4: 373 shares; 2026Q1: 244 shares 244 $70.6K <0.01% -129 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 2,668 shares; 2025Q2: 3,436 shares; 2025Q3: 308 shares; 2025Q4: 66 shares; 2026Q1: 1,139 shares 1,139 $70.4K <0.01% +1,073 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,330 shares; 2024Q4: 20,609 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $70.2K <0.01% 0 Timeline DSI 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: 692 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 572 shares; 2026Q1: 572 shares 572 $69.3K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,687 shares; 2025Q1: 1,694 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $69.3K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 2,450 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 921 shares; 2026Q1: 921 shares 921 $69.2K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,984 shares; 2024Q4: 16,413 shares; 2025Q1: 16,413 shares; 2025Q2: 16,713 shares; 2025Q3: 16,731 shares; 2025Q4: 16,748 shares; 2026Q1: 16,713 shares 16,713 $68.9K <0.01% -35 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 1,485 shares 1,485 $68.7K <0.01% +1,485 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,000 shares 1,000 $67.5K <0.01% +500 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,623 shares 2,623 $67.3K <0.01% +23 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 1,319 shares; 2025Q1: 62 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 1,393 shares; 2026Q1: 1,875 shares 1,875 $67K <0.01% +482 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 1,587 shares; 2026Q1: 1,505 shares 1,505 $66.8K <0.01% -82 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,679 shares 2,679 $65.7K <0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 1,803 shares; 2026Q1: 1,884 shares 1,884 $64.6K <0.01% +81 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,062 shares; 2025Q1: 1,057 shares; 2025Q2: 1,711 shares; 2025Q3: 1,336 shares; 2025Q4: 1,912 shares; 2026Q1: 339 shares 339 $64.5K <0.01% -1,573 Timeline IYC 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares 655 $63.5K <0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 4,436 shares; 2025Q1: 2,033 shares; 2025Q2: 4,692 shares; 2025Q3: 3,259 shares; 2025Q4: 3,296 shares; 2026Q1: 2,075 shares 2,075 $62.5K <0.01% -1,221 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,413 shares; 2025Q1: 1,483 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030 $61.9K <0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 1,221 shares 1,221 $60.6K <0.01% +419 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 5,408 shares; 2025Q2: 5,436 shares; 2025Q3: 5,502 shares; 2025Q4: 13,391 shares; 2026Q1: 17,603 shares 17,603 $60.4K <0.01% +4,212 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,083 shares; 2025Q1: 2,065 shares; 2025Q2: 2,097 shares; 2025Q3: 1,997 shares; 2025Q4: 1,999 shares; 2026Q1: 1,999 shares 1,999 $60K <0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 235 shares; 2025Q1: 218 shares; 2025Q2: 220 shares; 2025Q3: 223 shares; 2025Q4: 230 shares; 2026Q1: 1,316 shares 1,316 $59K <0.01% +1,086 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 593 shares; 2025Q1: 436 shares; 2025Q2: 30 shares; 2025Q3: 36 shares; 2025Q4: 132 shares; 2026Q1: 311 shares 311 $58.9K <0.01% +179 Timeline RSPN 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: 11,765 shares; 2024Q4: 1,011 shares; 2025Q1: 7,733 shares; 2025Q2: 8,507 shares; 2025Q3: 1,018 shares; 2025Q4: 1,020 shares; 2026Q1: 1,022 shares 1,022 $58.9K <0.01% +2 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,229 shares; 2025Q1: 790 shares; 2025Q2: 775 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 694 shares 694 $58.7K <0.01% 0 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 3,632 shares 3,632 $58.2K <0.01% 0 Timeline MOAT 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 650 shares; 2026Q1: 600 shares 600 $58K <0.01% -50 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,147 shares; 2025Q1: 1,035 shares; 2025Q2: 1,073 shares; 2025Q3: 1,042 shares; 2025Q4: 1,099 shares; 2026Q1: 889 shares 889 $58K <0.01% -210 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 802 shares; 2025Q1: 720 shares; 2025Q2: 1,245 shares; 2025Q3: 994 shares; 2025Q4: 1,784 shares; 2026Q1: 520 shares 520 $57.9K <0.01% -1,264 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares 1,073 $57.7K <0.01% 0 Timeline FDIS 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: 618 shares; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $57.6K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 276 shares; 2025Q1: 337 shares; 2025Q2: 383 shares; 2025Q3: 467 shares; 2025Q4: 270 shares; 2026Q1: 235 shares 235 $57.4K <0.01% -35 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,551 shares; 2026Q1: 2,551 shares 2,551 $57K <0.01% 0 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 197 shares; 2025Q2: 1,097 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $56.3K <0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $56.2K <0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $56.1K <0.01% 0 Timeline IBHF 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: 183 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares 2,440 $56K <0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 531 shares; 2026Q1: 621 shares 621 $55.9K <0.01% +90 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $55.9K <0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 835 shares; 2025Q1: 840 shares; 2025Q2: 845 shares; 2025Q3: 851 shares; 2025Q4: 857 shares; 2026Q1: 861 shares 861 $55.8K <0.01% +4 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 207 shares; 2025Q1: 676 shares; 2025Q2: 2,629 shares; 2025Q3: 2,604 shares; 2025Q4: 1,359 shares; 2026Q1: 371 shares 371 $55.7K <0.01% -988 Timeline IEUR 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: 780 shares; 2025Q3: 780 shares; 2025Q4: 789 shares; 2026Q1: 789 shares 789 $55.5K <0.01% 0 Timeline VGSH 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: 22,007 shares; 2024Q4: 142 shares; 2025Q1: 3,920 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $55.3K <0.01% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 48 shares; 2025Q2: 248 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 608 shares 608 $54.8K <0.01% +573 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 185 shares; 2026Q1: 1,781 shares 1,781 $53.9K <0.01% +1,596 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,268 shares; 2025Q1: 6,278 shares; 2025Q2: 6,288 shares; 2025Q3: 5,253 shares; 2025Q4: 5,078 shares; 2026Q1: 5,078 shares 5,078 $53.9K <0.01% 0 Timeline ZOCT 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: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares; 2025Q4: 1,996 shares; 2026Q1: 1,996 shares 1,996 $53.4K <0.01% 0 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: not reported; 2026Q1: 4,094 shares 4,094 $53.3K <0.01% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 866 shares; 2025Q1: 1,066 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $53.2K <0.01% 0 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 158 shares; 2025Q4: not reported; 2026Q1: 3,657 shares 3,657 $52.7K <0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 229 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $52.7K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,206 shares; 2025Q1: 778 shares; 2025Q2: 2,661 shares; 2025Q3: 1,844 shares; 2025Q4: 4,497 shares; 2026Q1: 834 shares 834 $52.4K <0.01% -3,663 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 759 shares; 2025Q2: 1,513 shares; 2025Q3: 1,636 shares; 2025Q4: 3,635 shares; 2026Q1: 2,015 shares 2,015 $52.1K <0.01% -1,620 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 1,042 shares; 2025Q3: 985 shares; 2025Q4: 1,681 shares; 2026Q1: 706 shares 706 $52K <0.01% -975 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,295 shares 5,295 $51.9K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 2,850 shares; 2025Q1: 2,852 shares; 2025Q2: 3,659 shares; 2025Q3: 3,681 shares; 2025Q4: 2,881 shares; 2026Q1: 3,246 shares 3,246 $51.5K <0.01% +365 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 151 shares; 2025Q1: 112 shares; 2025Q2: 1,123 shares; 2025Q3: 870 shares; 2025Q4: 1,674 shares; 2026Q1: 639 shares 639 $51.2K <0.01% -1,035 Timeline FLOT 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: 35,835 shares; 2024Q4: 30,615 shares; 2025Q1: 19,284 shares; 2025Q2: 11,537 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,002 shares 1,002 $51K <0.01% new Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 381 shares; 2025Q3: 42 shares; 2025Q4: 464 shares; 2026Q1: 2,086 shares 2,086 $50.9K <0.01% +1,622 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 7,836 shares; 2025Q3: 7,836 shares; 2025Q4: 7,836 shares; 2026Q1: 4,375 shares 4,375 $50.5K <0.01% -3,461 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 714 shares; 2025Q1: 209 shares; 2025Q2: 217 shares; 2025Q3: 233 shares; 2025Q4: 466 shares; 2026Q1: 608 shares 608 $50.1K <0.01% +142 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,091 shares; 2025Q1: 961 shares; 2025Q2: 992 shares; 2025Q3: 707 shares; 2025Q4: 635 shares; 2026Q1: 396 shares 396 $49.9K <0.01% -239 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,560 shares; 2025Q1: 4,025 shares; 2025Q2: 3,942 shares; 2025Q3: 3,805 shares; 2025Q4: 3,730 shares; 2026Q1: 3,688 shares 3,688 $49.8K <0.01% -42 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 807 shares; 2025Q1: 676 shares; 2025Q2: 779 shares; 2025Q3: 947 shares; 2025Q4: 1,345 shares; 2026Q1: 814 shares 814 $49.1K <0.01% -531 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares 1,693 $48.8K <0.01% new Timeline RSPF 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: 919 shares; 2024Q4: 8,489 shares; 2025Q1: 5,538 shares; 2025Q2: 5,473 shares; 2025Q3: 5,245 shares; 2025Q4: 4,190 shares; 2026Q1: 678 shares 678 $48.4K <0.01% -3,512 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $48.2K <0.01% 0 Timeline NC NACCO INDS INC More: the full row for NACCO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 922 shares 922 $47.9K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 267 shares; 2025Q1: 363 shares; 2025Q2: 529 shares; 2025Q3: 455 shares; 2025Q4: 741 shares; 2026Q1: 368 shares 368 $47.8K <0.01% -373 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,083 shares; 2025Q1: 1,580 shares; 2025Q2: 301,078 shares; 2025Q3: 315,320 shares; 2025Q4: 249,350 shares; 2026Q1: 2,097 shares 2,097 $47.7K <0.01% -247,253 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 507 shares; 2025Q1: 330 shares; 2025Q2: 1,404 shares; 2025Q3: 1,494 shares; 2025Q4: 3,277 shares; 2026Q1: 395 shares 395 $47.6K <0.01% -2,882 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $47.6K <0.01% 0 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729 shares 729 $47.5K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 235 shares; 2025Q1: 241 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $47.4K <0.01% 0 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,532 shares; 2025Q1: 1,579 shares; 2025Q2: 2,528 shares; 2025Q3: 2,344 shares; 2025Q4: 4,717 shares; 2026Q1: 1,295 shares 1,295 $47K <0.01% -3,422 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,128 shares; 2025Q1: 3,128 shares; 2025Q2: 3,128 shares; 2025Q3: 421 shares; 2025Q4: 1,526 shares; 2026Q1: 1,104 shares 1,104 $47K <0.01% -422 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 911 shares; 2025Q1: 863 shares; 2025Q2: 959 shares; 2025Q3: 968 shares; 2025Q4: 706 shares; 2026Q1: 613 shares 613 $46.8K <0.01% -93 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,659 shares; 2025Q1: 2,659 shares; 2025Q2: 2,659 shares; 2025Q3: 79 shares; 2025Q4: 1 shares; 2026Q1: 1,090 shares 1,090 $46.5K <0.01% +1,089 Timeline STIP 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: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 442 shares 442 $45.7K <0.01% +242 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,799 shares; 2025Q1: 33,257 shares; 2025Q2: 33,427 shares; 2025Q3: 33,627 shares; 2025Q4: 7,647 shares; 2026Q1: 6,869 shares 6,869 $45.5K <0.01% -778 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 472 shares; 2025Q1: 469 shares; 2025Q2: 492 shares; 2025Q3: 382 shares; 2025Q4: 409 shares; 2026Q1: 228 shares 228 $44.5K <0.01% -181 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 852 shares 852 $44.2K <0.01% new Timeline DFAR 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: 1,837 shares 1,837 $43.5K <0.01% new Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $43.2K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 13,472 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares; 2025Q3: 12,431 shares; 2025Q4: 9,703 shares; 2026Q1: 1,898 shares 1,898 $43.1K <0.01% -7,805 Timeline ROBO 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $42.8K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 1,150 shares 1,150 $42.6K <0.01% +1,140 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,946 shares; 2025Q1: 1,816 shares; 2025Q2: 1,534 shares; 2025Q3: 1,085 shares; 2025Q4: 1,223 shares; 2026Q1: 592 shares 592 $42.5K <0.01% -631 Timeline KBWB 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: 317 shares; 2024Q4: 318 shares; 2025Q1: 371 shares; 2025Q2: 372 shares; 2025Q3: 374 shares; 2025Q4: 376 shares; 2026Q1: 535 shares 535 $42.3K <0.01% +159 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $42.2K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,978 shares; 2026Q1: 902 shares 902 $42.1K <0.01% -1,076 Timeline PXF 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: 250 shares; 2024Q4: 251 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 262 shares; 2026Q1: 597 shares 597 $41.8K <0.01% +335 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 472 shares 472 $41.5K <0.01% +62 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 326 shares; 2025Q1: 313 shares; 2025Q2: 348 shares; 2025Q3: 349 shares; 2025Q4: 424 shares; 2026Q1: 323 shares 323 $41.5K <0.01% -101 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,014 shares; 2025Q1: 714 shares; 2025Q2: 694 shares; 2025Q3: 553 shares; 2025Q4: 727 shares; 2026Q1: 271 shares 271 $41.5K <0.01% -456 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 2 shares; 2025Q1: 192 shares; 2025Q2: 241 shares; 2025Q3: 178 shares; 2025Q4: 562 shares; 2026Q1: 815 shares 815 $41.4K <0.01% +253 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 12,997 shares; 2025Q1: 24,406 shares; 2025Q2: 25,328 shares; 2025Q3: 3,992 shares; 2025Q4: 5,933 shares; 2026Q1: 3,243 shares 3,243 $41.1K <0.01% -2,690 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,917 shares; 2025Q1: 5,042 shares; 2025Q2: 5,042 shares; 2025Q3: 5,042 shares; 2025Q4: 4,917 shares; 2026Q1: 4,917 shares 4,917 $40.9K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 713 shares 713 $40.6K <0.01% +433 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 630 shares; 2025Q1: 346 shares; 2025Q2: 602 shares; 2025Q3: 601 shares; 2025Q4: 1,099 shares; 2026Q1: 476 shares 476 $40.5K <0.01% -623 Timeline PBD 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: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares 2,220 $39.8K <0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL 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: 555 shares; 2026Q1: 640 shares 640 $39.6K <0.01% +85 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $39.5K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 1,527 shares; 2025Q3: 2,153 shares; 2025Q4: 1,993 shares; 2026Q1: 975 shares 975 $39.3K <0.01% -1,018 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 856 shares 856 $38.6K <0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,283 shares; 2025Q1: 2,202 shares; 2025Q2: 2,616 shares; 2025Q3: 663 shares; 2025Q4: 2,299 shares; 2026Q1: 205 shares 205 $38.5K <0.01% -2,094 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 718 shares; 2026Q1: 758 shares 758 $38.5K <0.01% +40 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 41 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $38.5K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 256 shares; 2025Q1: 20 shares; 2025Q2: 646 shares; 2025Q3: 742 shares; 2025Q4: 1,813 shares; 2026Q1: 171 shares 171 $38.4K <0.01% -1,642 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,304 shares; 2025Q2: 1,123 shares; 2025Q3: 764 shares; 2025Q4: 147 shares; 2026Q1: 116 shares 116 $38.4K <0.01% -31 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 700 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $37.9K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 241 shares; 2025Q1: 233 shares; 2025Q2: 651 shares; 2025Q3: 520 shares; 2025Q4: 387 shares; 2026Q1: 142 shares 142 $37.8K <0.01% -245 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares 631 $37.6K <0.01% new Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,572 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $37.4K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 315 shares; 2025Q1: 183 shares; 2025Q2: 477 shares; 2025Q3: 896 shares; 2025Q4: 1,430 shares; 2026Q1: 441 shares 441 $37.3K <0.01% -989 Timeline GDXJ 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307 $36.8K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 396 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 58 shares; 2025Q4: 384 shares; 2026Q1: 502 shares 502 $36.5K <0.01% +118 Timeline BLV 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: 1,155 shares; 2024Q4: 1,041 shares; 2025Q1: 873 shares; 2025Q2: 770 shares; 2025Q3: 590 shares; 2025Q4: 578 shares; 2026Q1: 530 shares 530 $36.4K <0.01% -48 Timeline UPGD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $36.4K <0.01% 0 Timeline EXI 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: 5,022 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $36.2K <0.01% 0 Timeline FXN 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: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,598 shares 1,598 $35.9K <0.01% -165 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 529 shares; 2025Q1: 655 shares; 2025Q2: 767 shares; 2025Q3: 907 shares; 2025Q4: 1,259 shares; 2026Q1: 395 shares 395 $35.6K <0.01% -864 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 320 shares; 2025Q1: 384 shares; 2025Q2: 643 shares; 2025Q3: 718 shares; 2025Q4: 1,522 shares; 2026Q1: 204 shares 204 $35.4K <0.01% -1,318 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares 321 $35.4K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 622 shares; 2025Q1: 628 shares; 2025Q2: 2,848 shares; 2025Q3: 3,021 shares; 2025Q4: 2,787 shares; 2026Q1: 487 shares 487 $35.3K <0.01% -2,300 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,068 shares; 2026Q1: 2,110 shares 2,110 $35K <0.01% +42 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 511 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 747 shares; 2026Q1: 1,278 shares 1,278 $34.9K <0.01% +531 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 784 shares; 2025Q4: not reported; 2026Q1: 762 shares 762 $34.8K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 291 shares; 2025Q1: 358 shares; 2025Q2: 610 shares; 2025Q3: 355 shares; 2025Q4: 656 shares; 2026Q1: 237 shares 237 $34.6K <0.01% -419 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 947 shares; 2026Q1: 1,727 shares 1,727 $34.3K <0.01% +780 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 408 shares; 2026Q1: 240 shares 240 $34.2K <0.01% -168 Timeline MGK 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 129 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 92 shares 92 $33.8K <0.01% -5 Timeline IHI 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: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633 $33.8K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $33.6K <0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,539 shares; 2025Q1: 1,116 shares; 2025Q2: 1,145 shares; 2025Q3: 829 shares; 2025Q4: 1,072 shares; 2026Q1: 348 shares 348 $33.4K <0.01% -724 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 97 shares; 2025Q1: 107 shares; 2025Q2: 850 shares; 2025Q3: 1,649 shares; 2025Q4: 1,126 shares; 2026Q1: 101 shares 101 $33K <0.01% -1,025 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 309 shares; 2025Q2: 415 shares; 2025Q3: 428 shares; 2025Q4: 777 shares; 2026Q1: 434 shares 434 $32.8K <0.01% -343 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,347 shares; 2025Q1: 2,384 shares; 2025Q2: 2,421 shares; 2025Q3: 2,594 shares; 2025Q4: 2,504 shares; 2026Q1: 2,543 shares 2,543 $32.3K <0.01% +39 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 182 shares; 2026Q1: 90 shares 90 $32.2K <0.01% -92 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,514 shares; 2025Q3: 2,548 shares; 2025Q4: 2,439 shares; 2026Q1: 2,349 shares 2,349 $31.9K <0.01% -90 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares 583 $31.2K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 449 shares; 2025Q1: 390 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 411 shares; 2026Q1: 377 shares 377 $31.2K <0.01% -34 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,266 shares; 2025Q1: 1,135 shares; 2025Q2: 1,735 shares; 2025Q3: 1,685 shares; 2025Q4: 762 shares; 2026Q1: 762 shares 762 $31.1K <0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: not reported; 2026Q1: 401 shares 401 $30.8K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 790 shares; 2025Q1: 184 shares; 2025Q2: 639 shares; 2025Q3: 530 shares; 2025Q4: 514 shares; 2026Q1: 521 shares 521 $30.5K <0.01% +7 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,592 shares; 2025Q1: 4,476 shares; 2025Q2: 4,599 shares; 2025Q3: 4,311 shares; 2025Q4: 3,089 shares; 2026Q1: 2,264 shares 2,264 $30.3K <0.01% -825 Timeline USIG 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: 3,365 shares; 2024Q4: 3,243 shares; 2025Q1: 3,213 shares; 2025Q2: 3,213 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 590 shares 590 $30.2K <0.01% -2,129 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,103 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 2,208 shares; 2025Q3: 2,204 shares; 2025Q4: 3,438 shares; 2026Q1: 1,426 shares 1,426 $30.2K <0.01% -2,012 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 2,047 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $30.1K <0.01% 0 Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 988 shares; 2025Q3: 982 shares; 2025Q4: 922 shares; 2026Q1: 922 shares 922 $30K <0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,868 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,667 shares 1,667 $29.6K <0.01% new Timeline BKDV 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: 995 shares; 2026Q1: 995 shares 995 $29.5K <0.01% 0 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991 $29.4K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 697 shares; 2025Q4: 705 shares; 2026Q1: 852 shares 852 $29K <0.01% +147 Timeline RSPD 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: 11,176 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 6,353 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $28.9K <0.01% 0 Timeline MIDE 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: 1,903 shares; 2024Q4: 2,049 shares; 2025Q1: 2,049 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares; 2026Q1: 850 shares 850 $28.5K <0.01% -167 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 710 shares; 2026Q1: 609 shares 609 $28.4K <0.01% -101 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 2,487 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,487 shares 2,487 $28.2K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 198 shares; 2025Q1: 257 shares; 2025Q2: 881 shares; 2025Q3: 1,235 shares; 2025Q4: 2,968 shares; 2026Q1: 2,616 shares 2,616 $28.1K <0.01% -352 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,657 shares; 2025Q1: 1,978 shares; 2025Q2: 1,578 shares; 2025Q3: 10,970 shares; 2025Q4: 2,011 shares; 2026Q1: 1,040 shares 1,040 $28.1K <0.01% -971 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,004 shares; 2025Q1: 1,071 shares; 2025Q2: 2,001 shares; 2025Q3: 1,898 shares; 2025Q4: 2,323 shares; 2026Q1: 1,338 shares 1,338 $27.8K <0.01% -985 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP 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: 6,548 shares 6,548 $27.7K <0.01% new Timeline SPVM 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $27.6K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,056 shares; 2025Q1: 4,955 shares; 2025Q2: 4,111 shares; 2025Q3: 4,179 shares; 2025Q4: 1,555 shares; 2026Q1: 338 shares 338 $27.5K <0.01% -1,217 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 585 shares; 2025Q1: 608 shares; 2025Q2: 615 shares; 2025Q3: 624 shares; 2025Q4: 2,330 shares; 2026Q1: 1,307 shares 1,307 $27.1K <0.01% -1,023 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 97 shares; 2025Q1: 107 shares; 2025Q2: 130 shares; 2025Q3: 103 shares; 2025Q4: 80 shares; 2026Q1: 50 shares 50 $27.1K <0.01% -30 Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,080 shares; 2024Q4: 24,080 shares; 2025Q1: 24,080 shares; 2025Q2: 23,800 shares; 2025Q3: 23,800 shares; 2025Q4: 11,900 shares; 2026Q1: 11,900 shares 11,900 $27K <0.01% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053 $26.9K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,670 shares; 2025Q3: 1,872 shares; 2025Q4: 1,785 shares; 2026Q1: 562 shares 562 $26.6K <0.01% -1,223 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $26.6K <0.01% 0 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $26.6K <0.01% new Timeline TAN 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: 612 shares; 2024Q4: 743 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $26.5K <0.01% 0 Timeline VELO VELO3D INC More: the full row for VELO3D INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,777 shares 2,777 $26.1K <0.01% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR 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: 1,390 shares; 2026Q1: 1,275 shares 1,275 $26K <0.01% -115 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM 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: 160 shares; 2026Q1: 665 shares 665 $25.8K <0.01% +505 Timeline BKCG 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: 757 shares 757 $25.7K <0.01% new Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,653 shares 2,653 $25.7K <0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 44 shares; 2025Q1: 1,208 shares; 2025Q2: 436 shares; 2025Q3: 536 shares; 2025Q4: 1,199 shares; 2026Q1: 583 shares 583 $25.5K <0.01% -616 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $25.5K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,573 shares; 2025Q1: 244 shares; 2025Q2: 306 shares; 2025Q3: 198 shares; 2025Q4: 325 shares; 2026Q1: 161 shares 161 $25.4K <0.01% -164 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 643 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $25.4K <0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,958 shares; 2025Q1: 1,311 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,525 shares; 2026Q1: 4,208 shares 4,208 $25.2K <0.01% +2,683 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares 976 $25.1K <0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 1,450 shares; 2025Q3: 3,374 shares; 2025Q4: 5,145 shares; 2026Q1: 2,275 shares 2,275 $25K <0.01% -2,870 Timeline TQQQ 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: 529 shares; 2024Q4: 533 shares; 2025Q1: 683 shares; 2025Q2: 400 shares; 2025Q3: 2,361 shares; 2025Q4: 4,320 shares; 2026Q1: 600 shares 600 $25K <0.01% -3,720 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 263 shares; 2025Q1: 265 shares; 2025Q2: 240 shares; 2025Q3: 242 shares; 2025Q4: 202 shares; 2026Q1: 145 shares 145 $25K <0.01% -57 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 47 shares; 2025Q1: 120 shares; 2025Q2: 185 shares; 2025Q3: 121 shares; 2025Q4: 177 shares; 2026Q1: 34 shares 34 $24.7K <0.01% -143 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,803 shares; 2024Q4: 6,730 shares; 2025Q1: 6,430 shares; 2025Q2: 4,802 shares; 2025Q3: 191 shares; 2025Q4: 343 shares; 2026Q1: 323 shares 323 $24.3K <0.01% -20 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: not reported; 2026Q1: 300 shares 300 $24.3K <0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $24.2K <0.01% 0 Timeline SOEZ FRANKLIN SOLANA TR More: the full row for FRANKLIN SOLANA TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,699 shares 1,699 $24.2K <0.01% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318 shares; 2026Q1: 318 shares 318 $24.2K <0.01% 0 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,000 shares 1,000 $24K <0.01% -1 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG 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: 443 shares 443 $24K <0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,574 shares; 2025Q1: 1,615 shares; 2025Q2: 1,670 shares; 2025Q3: 169 shares; 2025Q4: 260 shares; 2026Q1: 117 shares 117 $24K <0.01% -143 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 611 shares; 2025Q2: 613 shares; 2025Q3: 659 shares; 2025Q4: 658 shares; 2026Q1: 610 shares 610 $23.9K <0.01% -48 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 145 shares; 2025Q1: 155 shares; 2025Q2: 99 shares; 2025Q3: 102 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $23.9K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 144 shares; 2025Q2: 302 shares; 2025Q3: 860 shares; 2025Q4: 588 shares; 2026Q1: 254 shares 254 $23.9K <0.01% -334 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO 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: 158 shares; 2025Q3: 158 shares; 2025Q4: 164 shares; 2026Q1: 636 shares 636 $23.8K <0.01% +472 Timeline EQAL 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: 532 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $23.7K <0.01% 0 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 37 shares; 2025Q1: 108 shares; 2025Q2: 247 shares; 2025Q3: 212 shares; 2025Q4: 114 shares; 2026Q1: 148 shares 148 $23.4K <0.01% +34 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 58 shares; 2025Q1: 31 shares; 2025Q2: 221 shares; 2025Q3: 248 shares; 2025Q4: 745 shares; 2026Q1: 111 shares 111 $23.3K <0.01% -634 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 18,354 shares; 2025Q3: 11,345 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696 $23.2K <0.01% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 597 shares; 2025Q2: 793 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 634 shares 634 $23.2K <0.01% +438 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 125 shares; 2025Q2: 224 shares; 2025Q3: 232 shares; 2025Q4: 132 shares; 2026Q1: 227 shares 227 $23.1K <0.01% +95 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $23.1K <0.01% 0 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 552 shares; 2025Q2: 786 shares; 2025Q3: 578 shares; 2025Q4: 554 shares; 2026Q1: 550 shares 550 $23.1K <0.01% -4 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 1,286 shares; 2025Q1: 928 shares; 2025Q2: 3,786 shares; 2025Q3: 3,512 shares; 2025Q4: 4,459 shares; 2026Q1: 487 shares 487 $22.8K <0.01% -3,972 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 301 shares 301 $22.7K <0.01% +201 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 638 shares; 2025Q3: 684 shares; 2025Q4: 1,787 shares; 2026Q1: 331 shares 331 $22.6K <0.01% -1,456 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares; 2026Q1: 1,470 shares 1,470 $22.6K <0.01% +205 Timeline URTH 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 125 shares 125 $22.5K <0.01% -137 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 635 shares; 2025Q1: 347 shares; 2025Q2: 665 shares; 2025Q3: 425 shares; 2025Q4: 481 shares; 2026Q1: 138 shares 138 $22.4K <0.01% -343 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,718 shares; 2025Q1: 1,799 shares; 2025Q2: 2,468 shares; 2025Q3: 6,261 shares; 2025Q4: 6,180 shares; 2026Q1: 1,333 shares 1,333 $22.4K <0.01% -4,847 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,003 shares; 2025Q3: 1,274 shares; 2025Q4: 1,017 shares; 2026Q1: 1,000 shares 1,000 $22.3K <0.01% -17 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 547 shares; 2025Q1: 669 shares; 2025Q2: 973 shares; 2025Q3: 706 shares; 2025Q4: 2,477 shares; 2026Q1: 390 shares 390 $22.2K <0.01% -2,087 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 314 shares; 2025Q2: 424 shares; 2025Q3: 513 shares; 2025Q4: 834 shares; 2026Q1: 333 shares 333 $22K <0.01% -501 Timeline VCLT 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: 33,737 shares; 2024Q4: 33,737 shares; 2025Q1: 33,737 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294 shares 294 $21.9K <0.01% new Timeline WTV 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: 229 shares; 2026Q1: 229 shares 229 $21.7K <0.01% 0 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares 695 $21.7K <0.01% 0 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,381 shares; 2025Q3: 1,343 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $21.7K <0.01% 0 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $21.5K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 236 shares; 2025Q3: 440 shares; 2025Q4: 658 shares; 2026Q1: 246 shares 246 $21.4K <0.01% -412 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS 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: 6 shares; 2025Q4: 136 shares; 2026Q1: 367 shares 367 $21.4K <0.01% +231 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares; 2026Q1: 3,226 shares 3,226 $21.2K <0.01% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 1,120 shares; 2025Q3: 2,042 shares; 2025Q4: 2,479 shares; 2026Q1: 965 shares 965 $21.1K <0.01% -1,514 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 200 shares; 2025Q4: 222 shares; 2026Q1: 200 shares 200 $21.1K <0.01% -22 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,516 shares; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 837 shares; 2026Q1: 719 shares 719 $21K <0.01% -118 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $20.7K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 155 shares; 2025Q1: 117 shares; 2025Q2: 135 shares; 2025Q3: 86 shares; 2025Q4: 207 shares; 2026Q1: 57 shares 57 $20.7K <0.01% -150 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,573 shares; 2025Q2: 1,507 shares; 2025Q3: 1,363 shares; 2025Q4: 1,121 shares; 2026Q1: 1,094 shares 1,094 $20.7K <0.01% -27 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 215 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $20.5K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 1,632 shares; 2025Q3: 194 shares; 2025Q4: 400 shares; 2026Q1: 80 shares 80 $20.4K <0.01% -320 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,987 shares; 2025Q1: 3,987 shares; 2025Q2: 3,987 shares; 2025Q3: 3,987 shares; 2025Q4: 3,987 shares; 2026Q1: 3,987 shares 3,987 $20.3K <0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 300 shares; 2025Q3: 400 shares; 2025Q4: 651 shares; 2026Q1: 456 shares 456 $20.2K <0.01% -195 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $20.2K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 183 shares; 2026Q1: 181 shares 181 $20.2K <0.01% -2 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,800 shares; 2025Q3: 2,965 shares; 2025Q4: 1,330 shares; 2026Q1: 1,133 shares 1,133 $19.9K <0.01% -197 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $19.6K <0.01% new Timeline TTGT TECHTARGET INC More: the full row for TECHTARGET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 5,005 shares 5,005 $19.4K <0.01% +5,002 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 460 shares; 2026Q1: 462 shares 462 $19.4K <0.01% +2 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 5,901 shares; 2025Q1: 6,041 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 94 shares; 2026Q1: 95 shares 95 $19.3K <0.01% +1 Timeline UCON 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: 150,914 shares; 2024Q4: 117,436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares 762 $18.9K <0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $18.6K <0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 200 shares; 2025Q1: 236 shares; 2025Q2: 385 shares; 2025Q3: 509 shares; 2025Q4: 792 shares; 2026Q1: 1,841 shares 1,841 $18.5K <0.01% +1,049 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 108 shares; 2026Q1: 105 shares 105 $18.4K <0.01% -3 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 107 shares; 2025Q1: 167 shares; 2025Q2: 379 shares; 2025Q3: 385 shares; 2025Q4: 778 shares; 2026Q1: 155 shares 155 $18.3K <0.01% -623 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $18.2K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 76 shares; 2025Q1: 218 shares; 2025Q2: 744 shares; 2025Q3: 686 shares; 2025Q4: 1,370 shares; 2026Q1: 162 shares 162 $18.2K <0.01% -1,208 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 47 shares; 2025Q1: 705 shares; 2025Q2: 866 shares; 2025Q3: 1,221 shares; 2025Q4: 1,446 shares; 2026Q1: 153 shares 153 $18.1K <0.01% -1,293 Timeline JMBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 398 shares 398 $18K <0.01% new Timeline ONIT ONITY GROUP INC More: the full row for ONITY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $17.8K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 146 shares; 2026Q1: 166 shares 166 $17.8K <0.01% +20 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $17.8K <0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,850 shares; 2025Q1: 16,519 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $17.7K <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 1,244 shares; 2025Q1: 1,420 shares; 2025Q2: 3,295 shares; 2025Q3: 4,454 shares; 2025Q4: 2,148 shares; 2026Q1: 1,349 shares 1,349 $17.7K <0.01% -799 Timeline GRID 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 207 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $17.7K <0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares 256 $17.6K <0.01% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 443 shares; 2025Q1: 343 shares; 2025Q2: 669 shares; 2025Q3: 671 shares; 2025Q4: 1,152 shares; 2026Q1: 238 shares 238 $17.6K <0.01% -914 Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 922 shares 922 $17.5K <0.01% 0 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 485 shares; 2026Q1: 915 shares 915 $17.3K <0.01% +430 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $17.2K <0.01% 0 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $17.2K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 550 shares; 2025Q1: 1,350 shares; 2025Q2: 1,487 shares; 2025Q3: 2,350 shares; 2025Q4: 2,155 shares; 2026Q1: 2,015 shares 2,015 $17K <0.01% -140 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 335 shares; 2025Q1: 269 shares; 2025Q2: 276 shares; 2025Q3: 231 shares; 2025Q4: 350 shares; 2026Q1: 97 shares 97 $16.8K <0.01% -253 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $16.7K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $16.6K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,003 shares; 2025Q1: 3,530 shares; 2025Q2: 2,766 shares; 2025Q3: 3,424 shares; 2025Q4: 2,589 shares; 2026Q1: 213 shares 213 $16.6K <0.01% -2,376 Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 22 shares; 2025Q1: 3,022 shares; 2025Q2: 1,130 shares; 2025Q3: 1,225 shares; 2025Q4: 1,001 shares; 2026Q1: 1,000 shares 1,000 $16.6K <0.01% -1 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 174 shares; 2025Q4: 178 shares; 2026Q1: 174 shares 174 $16.6K <0.01% -4 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 217 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 220 shares 220 $16.4K <0.01% +1 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 148 shares; 2025Q3: 270 shares; 2025Q4: 325 shares; 2026Q1: 109 shares 109 $16.3K <0.01% -216 Timeline TELO TELOMIR PHARMACEUTICALS INC More: the full row for TELOMIR PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,530 shares; 2025Q4: 12,530 shares; 2026Q1: 12,530 shares 12,530 $16.3K <0.01% 0 Timeline PAPR 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: 32,791 shares; 2024Q4: 32,791 shares; 2025Q1: 32,791 shares; 2025Q2: 12,648 shares; 2025Q3: 12,648 shares; 2025Q4: 2,649 shares; 2026Q1: 409 shares 409 $16.3K <0.01% -2,240 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $15.9K <0.01% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,520 shares; 2025Q1: 4,112 shares; 2025Q2: 3,988 shares; 2025Q3: 775 shares; 2025Q4: 2,108 shares; 2026Q1: 200 shares 200 $15.9K <0.01% -1,908 Timeline UPXI UPEXI INC More: the full row for UPEXI 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: 16,000 shares; 2026Q1: 16,000 shares 16,000 $15.8K <0.01% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 304 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $15.7K <0.01% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 380 shares; 2025Q1: 225 shares; 2025Q2: 316 shares; 2025Q3: 1,269 shares; 2025Q4: 395 shares; 2026Q1: 242 shares 242 $15.7K <0.01% -153 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,730 shares; 2025Q1: 1,730 shares; 2025Q2: 1,765 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares 1,730 $15.7K <0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715 $15.5K <0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,172 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 552 shares 552 $15.5K <0.01% +426 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 456 shares 456 $15.3K <0.01% +236 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 202 shares; 2025Q1: 155 shares; 2025Q2: 200 shares; 2025Q3: 201 shares; 2025Q4: 140 shares; 2026Q1: 45 shares 45 $15.2K <0.01% -95 Timeline POCT 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: 353 shares; 2025Q1: 353 shares; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares 353 $15.2K <0.01% 0 Timeline