QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,578 shares 21,578 $419K <0.01% new Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,875 shares; 2025Q1: 8,424 shares; 2025Q2: 8,424 shares; 2025Q3: 7,989 shares; 2025Q4: 9,772 shares; 2026Q1: 11,478 shares 11,478 $419K <0.01% +1,706 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,220 shares; 2025Q1: 18,045 shares; 2025Q2: 18,045 shares; 2025Q3: 17,418 shares; 2025Q4: 17,145 shares; 2026Q1: 18,496 shares 18,496 $418K <0.01% +1,351 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,020 shares; 2025Q1: 4,028 shares; 2025Q2: 4,033 shares; 2025Q3: 4,027 shares; 2025Q4: 4,025 shares; 2026Q1: 4,091 shares 4,091 $418K <0.01% +66 Timeline IYZ 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: 10,621 shares; 2024Q4: 10,621 shares; 2025Q1: 10,621 shares; 2025Q2: 10,621 shares; 2025Q3: 10,621 shares; 2025Q4: 10,621 shares; 2026Q1: 10,621 shares 10,621 $418K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 4,163 shares; 2026Q1: 5,326 shares 5,326 $418K <0.01% +1,163 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: 6,251 shares; 2024Q4: 6,234 shares; 2025Q1: 5,881 shares; 2025Q2: 5,865 shares; 2025Q3: 5,719 shares; 2025Q4: 5,602 shares; 2026Q1: 4,917 shares 4,917 $416K <0.01% -685 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 11,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,606 shares; 2025Q4: 9,606 shares; 2026Q1: 17,133 shares 17,133 $416K <0.01% +7,527 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,465 shares; 2025Q2: 10,465 shares; 2025Q3: 10,465 shares; 2025Q4: 14,790 shares; 2026Q1: 18,626 shares 18,626 $416K <0.01% +3,836 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,612 shares; 2024Q4: 11,915 shares; 2025Q1: 9,681 shares; 2025Q2: 8,081 shares; 2025Q3: 7,731 shares; 2025Q4: 7,731 shares; 2026Q1: 10,554 shares 10,554 $414K <0.01% +2,823 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,865 shares; 2024Q4: 27,865 shares; 2025Q1: 27,865 shares; 2025Q2: 27,865 shares; 2025Q3: 27,865 shares; 2025Q4: 27,865 shares; 2026Q1: 28,365 shares 28,365 $412K <0.01% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,707 shares 3,707 $412K <0.01% new Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,297 shares; 2025Q1: 5,246 shares; 2025Q2: 5,246 shares; 2025Q3: 4,901 shares; 2025Q4: 4,866 shares; 2026Q1: 5,065 shares 5,065 $410K <0.01% +199 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,740 shares; 2024Q4: 16,740 shares; 2025Q1: 16,740 shares; 2025Q2: 16,740 shares; 2025Q3: 16,740 shares; 2025Q4: 15,329 shares; 2026Q1: 15,738 shares 15,738 $407K <0.01% +409 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,044 shares; 2025Q3: 13,182 shares; 2025Q4: 10,102 shares; 2026Q1: 9,748 shares 9,748 $405K <0.01% -354 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,275 shares; 2025Q1: 3,274 shares; 2025Q2: 3,115 shares; 2025Q3: 3,102 shares; 2025Q4: 3,102 shares; 2026Q1: 3,217 shares 3,217 $405K <0.01% +115 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,531 shares; 2024Q4: 34,731 shares; 2025Q1: 33,531 shares; 2025Q2: 33,531 shares; 2025Q3: 33,531 shares; 2025Q4: 33,531 shares; 2026Q1: 46,301 shares 46,301 $401K <0.01% +12,770 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,843 shares; 2024Q4: 14,295 shares; 2025Q1: 10,439 shares; 2025Q2: 9,959 shares; 2025Q3: 10,768 shares; 2025Q4: 10,681 shares; 2026Q1: 9,693 shares 9,693 $400K <0.01% -988 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 5,132 shares; 2025Q3: 5,132 shares; 2025Q4: 5,132 shares; 2026Q1: 5,132 shares 5,132 $396K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,281 shares; 2025Q4: 6,091 shares; 2026Q1: 5,899 shares 5,899 $396K <0.01% -192 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,657 shares; 2025Q1: 3,573 shares; 2025Q2: 3,573 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares; 2026Q1: 3,670 shares 3,670 $392K <0.01% +197 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,408 shares; 2024Q4: 25,574 shares; 2025Q1: 25,591 shares; 2025Q2: 26,157 shares; 2025Q3: 25,883 shares; 2025Q4: 25,794 shares; 2026Q1: 26,064 shares 26,064 $391K <0.01% +270 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 6,223 shares; 2025Q1: 5,823 shares; 2025Q2: 5,482 shares; 2025Q3: 5,471 shares; 2025Q4: 4,056 shares; 2026Q1: 3,906 shares 3,906 $390K <0.01% -150 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: 2,678 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 4,036 shares 4,036 $390K <0.01% +1,821 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,879 shares; 2026Q1: 14,079 shares 14,079 $389K <0.01% -800 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,476 shares; 2025Q1: 2,143 shares; 2025Q2: 2,280 shares; 2025Q3: 2,294 shares; 2025Q4: 2,554 shares; 2026Q1: 1,918 shares 1,918 $388K <0.01% -636 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 3,906 shares; 2025Q4: 3,906 shares; 2026Q1: 3,091 shares 3,091 $387K <0.01% -815 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,966 shares; 2025Q1: 3,176 shares; 2025Q2: 1,580 shares; 2025Q3: 1,726 shares; 2025Q4: 1,844 shares; 2026Q1: 2,150 shares 2,150 $387K <0.01% +306 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 836 shares; 2026Q1: 1,321 shares 1,321 $387K <0.01% +485 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,315 shares; 2024Q4: 9,220 shares; 2025Q1: 10,625 shares; 2025Q2: 10,625 shares; 2025Q3: 10,080 shares; 2025Q4: 8,203 shares; 2026Q1: 8,042 shares 8,042 $385K <0.01% -161 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,175 shares; 2025Q1: 9,108 shares; 2025Q2: 9,509 shares; 2025Q3: 9,509 shares; 2025Q4: 9,105 shares; 2026Q1: 9,096 shares 9,096 $384K <0.01% -9 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,933 shares; 2024Q4: 6,092 shares; 2025Q1: 6,030 shares; 2025Q2: 5,343 shares; 2025Q3: 4,978 shares; 2025Q4: 4,878 shares; 2026Q1: 4,553 shares 4,553 $380K <0.01% -325 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,286 shares; 2025Q4: 3,286 shares; 2026Q1: 5,677 shares 5,677 $380K <0.01% +2,391 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,654 shares; 2025Q4: 13,269 shares; 2026Q1: 17,541 shares 17,541 $380K <0.01% +4,272 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 2,654 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares 2,569 $379K <0.01% 0 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: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,054 shares; 2025Q4: 2,379 shares; 2026Q1: 4,082 shares 4,082 $379K <0.01% +1,703 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 8,840 shares; 2025Q1: 8,200 shares; 2025Q2: 6,561 shares; 2025Q3: 6,915 shares; 2025Q4: 8,943 shares; 2026Q1: 9,682 shares 9,682 $378K <0.01% +739 Timeline SEG SEAPORT ENTMT GROUP INC More: the full row for SEAPORT ENTMT 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: 17,565 shares; 2026Q1: 17,557 shares 17,557 $377K <0.01% -8 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: 2,770 shares; 2024Q4: 2,778 shares; 2025Q1: 2,319 shares; 2025Q2: 2,292 shares; 2025Q3: 2,337 shares; 2025Q4: 2,081 shares; 2026Q1: 2,190 shares 2,190 $377K <0.01% +109 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,334 shares; 2025Q4: 10,767 shares; 2026Q1: 14,358 shares 14,358 $374K <0.01% +3,591 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: 13,680 shares; 2024Q4: 13,555 shares; 2025Q1: 13,444 shares; 2025Q2: 12,124 shares; 2025Q3: 11,499 shares; 2025Q4: 11,359 shares; 2026Q1: 8,752 shares 8,752 $374K <0.01% -2,607 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,628 shares; 2024Q4: 9,378 shares; 2025Q1: 9,298 shares; 2025Q2: 9,298 shares; 2025Q3: 8,648 shares; 2025Q4: 5,201 shares; 2026Q1: 2,611 shares 2,611 $373K <0.01% -2,590 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,440 shares; 2024Q4: 22,310 shares; 2025Q1: 22,070 shares; 2025Q2: 22,070 shares; 2025Q3: 22,067 shares; 2025Q4: 21,735 shares; 2026Q1: 25,006 shares 25,006 $372K <0.01% +3,271 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,927 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,455 shares 1,455 $371K <0.01% -425 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: 4,377 shares 4,377 $371K <0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,033 shares; 2024Q4: 16,813 shares; 2025Q1: 11,053 shares; 2025Q2: 11,053 shares; 2025Q3: 11,003 shares; 2025Q4: 9,162 shares; 2026Q1: 9,246 shares 9,246 $371K <0.01% +84 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,686 shares; 2025Q1: 3,862 shares; 2025Q2: 5,020 shares; 2025Q3: 5,193 shares; 2025Q4: 6,928 shares; 2026Q1: 3,763 shares 3,763 $370K <0.01% -3,165 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,106 shares; 2025Q1: 4,907 shares; 2025Q2: 4,680 shares; 2025Q3: 4,498 shares; 2025Q4: 4,145 shares; 2026Q1: 7,132 shares 7,132 $370K <0.01% +2,987 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: 49,474 shares; 2024Q4: 47,512 shares; 2025Q1: 49,339 shares; 2025Q2: 23,976 shares; 2025Q3: 22,961 shares; 2025Q4: 15,698 shares; 2026Q1: 2,563 shares 2,563 $369K <0.01% -13,135 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: 10,465 shares; 2024Q4: 7,275 shares; 2025Q1: 6,673 shares; 2025Q2: 4,426 shares; 2025Q3: 4,436 shares; 2025Q4: 4,344 shares; 2026Q1: 4,230 shares 4,230 $368K <0.01% -114 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,633 shares; 2024Q4: 27,633 shares; 2025Q1: 27,633 shares; 2025Q2: 27,633 shares; 2025Q3: 27,804 shares; 2025Q4: 27,948 shares; 2026Q1: 27,688 shares 27,688 $368K <0.01% -260 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,329 shares; 2024Q4: 6,177 shares; 2025Q1: 5,895 shares; 2025Q2: 5,596 shares; 2025Q3: 5,378 shares; 2025Q4: 5,090 shares; 2026Q1: 3,754 shares 3,754 $367K <0.01% -1,336 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,192 shares; 2025Q1: 4,156 shares; 2025Q2: 4,156 shares; 2025Q3: 3,971 shares; 2025Q4: 3,931 shares; 2026Q1: 3,861 shares 3,861 $366K <0.01% -70 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,275 shares; 2024Q4: 31,050 shares; 2025Q1: 31,340 shares; 2025Q2: 31,340 shares; 2025Q3: 29,715 shares; 2025Q4: 39,065 shares; 2026Q1: 38,310 shares 38,310 $365K <0.01% -755 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 6,350 shares; 2025Q1: 5,710 shares; 2025Q2: 5,834 shares; 2025Q3: 4,919 shares; 2025Q4: 5,175 shares; 2026Q1: 5,257 shares 5,257 $365K <0.01% +82 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,662 shares 7,662 $364K <0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,227 shares; 2025Q2: 3,355 shares; 2025Q3: 2,795 shares; 2025Q4: 2,815 shares; 2026Q1: 3,463 shares 3,463 $364K <0.01% +648 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: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,071 shares; 2026Q1: 5,615 shares 5,615 $361K <0.01% -456 Timeline IUSB 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: 5,251 shares; 2024Q4: 5,251 shares; 2025Q1: 5,251 shares; 2025Q2: 5,251 shares; 2025Q3: 5,655 shares; 2025Q4: 5,158 shares; 2026Q1: 7,798 shares 7,798 $360K <0.01% +2,640 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND 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: not reported; 2025Q4: 1,308 shares; 2026Q1: 1,802 shares 1,802 $360K <0.01% +494 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL 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: 6,033 shares 6,033 $359K <0.01% new Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,305 shares; 2025Q1: 3,814 shares; 2025Q2: 5,208 shares; 2025Q3: 5,033 shares; 2025Q4: 4,888 shares; 2026Q1: 4,788 shares 4,788 $359K <0.01% -100 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,720 shares; 2025Q2: 25,391 shares; 2025Q3: 45,850 shares; 2025Q4: 33,125 shares; 2026Q1: 32,942 shares 32,942 $358K <0.01% -183 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,574 shares; 2024Q4: 11,574 shares; 2025Q1: 11,844 shares; 2025Q2: 12,681 shares; 2025Q3: 12,681 shares; 2025Q4: 12,681 shares; 2026Q1: 12,681 shares 12,681 $358K <0.01% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,605 shares; 2024Q4: 6,605 shares; 2025Q1: 6,510 shares; 2025Q2: 6,510 shares; 2025Q3: 6,510 shares; 2025Q4: 6,510 shares; 2026Q1: 6,510 shares 6,510 $357K <0.01% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 1,681 shares; 2026Q1: 1,675 shares 1,675 $354K <0.01% -6 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,116 shares; 2025Q1: 4,116 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares; 2025Q4: 4,116 shares; 2026Q1: 3,703 shares 3,703 $354K <0.01% -413 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,658 shares 8,658 $354K <0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,696 shares; 2024Q4: 16,792 shares; 2025Q1: 16,916 shares; 2025Q2: 14,224 shares; 2025Q3: 14,478 shares; 2025Q4: 14,343 shares; 2026Q1: 14,163 shares 14,163 $353K <0.01% -180 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: 14,232 shares; 2024Q4: 14,865 shares; 2025Q1: 15,556 shares; 2025Q2: 16,215 shares; 2025Q3: 16,130 shares; 2025Q4: 13,179 shares; 2026Q1: 12,896 shares 12,896 $352K <0.01% -283 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares; 2026Q1: 3,025 shares 3,025 $351K <0.01% +430 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 9,441 shares; 2025Q1: 9,241 shares; 2025Q2: 8,591 shares; 2025Q3: 9,475 shares; 2025Q4: 9,496 shares; 2026Q1: 8,701 shares 8,701 $350K <0.01% -795 Timeline FPX 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $349K <0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,400 shares 4,400 $348K <0.01% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,730 shares; 2025Q1: 2,730 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,230 shares 3,230 $348K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,211 shares 7,211 $346K <0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,123 shares 3,123 $346K <0.01% new Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to 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 $344K <0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,184 shares; 2026Q1: 3,754 shares 3,754 $342K <0.01% -430 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: 5,944 shares; 2025Q1: 5,886 shares; 2025Q2: 6,608 shares; 2025Q3: 6,273 shares; 2025Q4: 6,173 shares; 2026Q1: 4,799 shares 4,799 $340K <0.01% -1,374 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 13,545 shares; 2025Q1: 13,415 shares; 2025Q2: 13,415 shares; 2025Q3: 12,330 shares; 2025Q4: 9,975 shares; 2026Q1: 9,275 shares 9,275 $340K <0.01% -700 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,273 shares; 2024Q4: 5,273 shares; 2025Q1: 5,273 shares; 2025Q2: 5,273 shares; 2025Q3: 5,273 shares; 2025Q4: 5,273 shares; 2026Q1: 5,348 shares 5,348 $338K <0.01% +75 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: 5,788 shares; 2024Q4: 5,763 shares; 2025Q1: 4,932 shares; 2025Q2: 3,556 shares; 2025Q3: 3,667 shares; 2025Q4: 3,574 shares; 2026Q1: 4,178 shares 4,178 $338K <0.01% +604 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,525 shares; 2025Q1: 5,962 shares; 2025Q2: 2,782 shares; 2025Q3: 2,782 shares; 2025Q4: 3,528 shares; 2026Q1: 3,362 shares 3,362 $338K <0.01% -166 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,512 shares; 2025Q2: 12,971 shares; 2025Q3: 12,954 shares; 2025Q4: 15,132 shares; 2026Q1: 15,934 shares 15,934 $337K <0.01% +802 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,712 shares; 2025Q2: 29,712 shares; 2025Q3: 29,712 shares; 2025Q4: 29,712 shares; 2026Q1: 29,712 shares 29,712 $336K <0.01% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,915 shares; 2025Q1: 4,858 shares; 2025Q2: 4,858 shares; 2025Q3: 4,611 shares; 2025Q4: 4,561 shares; 2026Q1: 4,467 shares 4,467 $336K <0.01% -94 Timeline PZA 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: 20,570 shares; 2024Q4: 20,570 shares; 2025Q1: 20,570 shares; 2025Q2: 20,570 shares; 2025Q3: 20,570 shares; 2025Q4: 35,727 shares; 2026Q1: 14,570 shares 14,570 $335K <0.01% -21,157 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,628 shares; 2026Q1: 6,969 shares 6,969 $334K <0.01% +1,341 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: 4,844 shares; 2024Q4: 4,802 shares; 2025Q1: 4,750 shares; 2025Q2: 4,796 shares; 2025Q3: 4,539 shares; 2025Q4: 5,792 shares; 2026Q1: 5,341 shares 5,341 $334K <0.01% -451 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,719 shares; 2024Q4: 6,719 shares; 2025Q1: 6,719 shares; 2025Q2: 5,419 shares; 2025Q3: 7,744 shares; 2025Q4: 7,744 shares; 2026Q1: 8,687 shares 8,687 $334K <0.01% +943 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 11,743 shares; 2025Q1: 12,633 shares; 2025Q2: 13,867 shares; 2025Q3: 13,427 shares; 2025Q4: 15,287 shares; 2026Q1: 17,832 shares 17,832 $333K <0.01% +2,545 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING 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: 8,718 shares; 2026Q1: 9,310 shares 9,310 $330K <0.01% +592 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,820 shares 3,820 $330K <0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,932 shares; 2024Q4: 15,693 shares; 2025Q1: 16,511 shares; 2025Q2: 15,473 shares; 2025Q3: 15,681 shares; 2025Q4: 22,541 shares; 2026Q1: 22,153 shares 22,153 $330K <0.01% -388 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: 6,865 shares; 2024Q4: 7,728 shares; 2025Q1: 9,092 shares; 2025Q2: 9,597 shares; 2025Q3: 9,664 shares; 2025Q4: 9,776 shares; 2026Q1: 8,192 shares 8,192 $330K <0.01% -1,584 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,642 shares; 2025Q1: 2,613 shares; 2025Q2: 2,613 shares; 2025Q3: 2,632 shares; 2025Q4: 2,578 shares; 2026Q1: 2,365 shares 2,365 $329K <0.01% -213 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: 2,076 shares; 2024Q4: 1,991 shares; 2025Q1: 1,934 shares; 2025Q2: 1,928 shares; 2025Q3: 1,925 shares; 2025Q4: 1,940 shares; 2026Q1: 1,921 shares 1,921 $328K <0.01% -19 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,434 shares; 2024Q4: 15,939 shares; 2025Q1: 16,739 shares; 2025Q2: 18,185 shares; 2025Q3: 24,915 shares; 2025Q4: 14,934 shares; 2026Q1: 14,332 shares 14,332 $327K <0.01% -602 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 6,257 shares; 2025Q1: 6,257 shares; 2025Q2: 6,257 shares; 2025Q3: 6,257 shares; 2025Q4: 6,257 shares; 2026Q1: 6,257 shares 6,257 $327K <0.01% 0 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 11,385 shares; 2025Q1: 11,235 shares; 2025Q2: 12,920 shares; 2025Q3: 12,110 shares; 2025Q4: 11,995 shares; 2026Q1: 11,445 shares 11,445 $327K <0.01% -550 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,976 shares; 2025Q4: 5,931 shares; 2026Q1: 7,459 shares 7,459 $326K <0.01% +1,528 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 7,648 shares; 2025Q1: 7,678 shares; 2025Q2: 7,958 shares; 2025Q3: 6,848 shares; 2025Q4: 6,848 shares; 2026Q1: 7,198 shares 7,198 $325K <0.01% +350 Timeline IDEV 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: 4,064 shares; 2025Q4: 4,064 shares; 2026Q1: 3,864 shares 3,864 $323K <0.01% -200 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to 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: 616 shares 616 $321K <0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 3,217 shares; 2025Q1: 3,193 shares; 2025Q2: 3,193 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares; 2026Q1: 3,514 shares 3,514 $321K <0.01% +321 Timeline EWJ 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: 4,075 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,947 shares; 2025Q4: 3,921 shares; 2026Q1: 3,800 shares 3,800 $321K <0.01% -121 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,275 shares 3,275 $320K <0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 5,113 shares; 2025Q1: 5,193 shares; 2025Q2: 4,967 shares; 2025Q3: 4,844 shares; 2025Q4: 4,626 shares; 2026Q1: 4,636 shares 4,636 $316K <0.01% +10 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,890 shares; 2024Q4: 18,705 shares; 2025Q1: 18,495 shares; 2025Q2: 18,495 shares; 2025Q3: 17,545 shares; 2025Q4: 17,370 shares; 2026Q1: 17,530 shares 17,530 $316K <0.01% +160 Timeline EWC 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: 7,139 shares; 2024Q4: 6,103 shares; 2025Q1: 6,103 shares; 2025Q2: 6,103 shares; 2025Q3: 6,103 shares; 2025Q4: 6,172 shares; 2026Q1: 5,768 shares 5,768 $316K <0.01% -404 Timeline QLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,180 shares 5,180 $316K <0.01% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 5,690 shares; 2025Q1: 5,669 shares; 2025Q2: 5,644 shares; 2025Q3: 5,384 shares; 2025Q4: 5,532 shares; 2026Q1: 7,068 shares 7,068 $316K <0.01% +1,536 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 2,058 shares; 2025Q1: 2,138 shares; 2025Q2: 2,072 shares; 2025Q3: 1,662 shares; 2025Q4: 1,061 shares; 2026Q1: 655 shares 655 $315K <0.01% -406 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,164 shares; 2024Q4: 26,889 shares; 2025Q1: 31,767 shares; 2025Q2: 45,102 shares; 2025Q3: 16,757 shares; 2025Q4: 16,632 shares; 2026Q1: 16,342 shares 16,342 $313K <0.01% -290 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $311K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,583 shares 8,583 $310K <0.01% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,536 shares; 2024Q4: 12,856 shares; 2025Q1: 14,901 shares; 2025Q2: 16,660 shares; 2025Q3: 16,712 shares; 2025Q4: 6,595 shares; 2026Q1: 6,722 shares 6,722 $309K <0.01% +127 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,852 shares; 2025Q1: 3,829 shares; 2025Q2: 3,159 shares; 2025Q3: 2,924 shares; 2025Q4: 2,835 shares; 2026Q1: 2,108 shares 2,108 $309K <0.01% -727 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,472 shares; 2024Q4: 6,217 shares; 2025Q1: 4,405 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,301 shares 3,301 $308K <0.01% new 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: 15,023 shares; 2024Q4: 13,926 shares; 2025Q1: 13,798 shares; 2025Q2: 13,163 shares; 2025Q3: 15,999 shares; 2025Q4: 16,204 shares; 2026Q1: 16,370 shares 16,370 $308K <0.01% +166 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,310 shares; 2024Q4: 22,350 shares; 2025Q1: 22,095 shares; 2025Q2: 26,625 shares; 2025Q3: 25,260 shares; 2025Q4: 29,868 shares; 2026Q1: 29,279 shares 29,279 $307K <0.01% -589 Timeline ATI ATI INC More: the full row for ATI 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: 2,076 shares; 2026Q1: 2,101 shares 2,101 $306K <0.01% +25 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,457 shares; 2025Q1: 3,784 shares; 2025Q2: 3,367 shares; 2025Q3: 3,367 shares; 2025Q4: 4,106 shares; 2026Q1: 4,346 shares 4,346 $305K <0.01% +240 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,980 shares; 2024Q4: 27,996 shares; 2025Q1: 26,433 shares; 2025Q2: 23,035 shares; 2025Q3: 23,024 shares; 2025Q4: 20,973 shares; 2026Q1: 21,618 shares 21,618 $305K <0.01% +645 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: 8,983 shares; 2024Q4: 9,196 shares; 2025Q1: 7,382 shares; 2025Q2: 6,680 shares; 2025Q3: 5,347 shares; 2025Q4: 4,927 shares; 2026Q1: 5,028 shares 5,028 $303K <0.01% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,900 shares 5,900 $302K <0.01% new Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares 4,025 $301K <0.01% 0 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,726 shares; 2025Q3: 4,726 shares; 2025Q4: not reported; 2026Q1: 6,009 shares 6,009 $299K <0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 7,088 shares; 2025Q1: 7,088 shares; 2025Q2: 7,088 shares; 2025Q3: 7,103 shares; 2025Q4: 7,103 shares; 2026Q1: 7,483 shares 7,483 $299K <0.01% +380 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,184 shares; 2024Q4: 10,166 shares; 2025Q1: 10,771 shares; 2025Q2: 10,015 shares; 2025Q3: 10,044 shares; 2025Q4: 2,296 shares; 2026Q1: 1,765 shares 1,765 $298K <0.01% -531 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,105 shares; 2026Q1: 3,230 shares 3,230 $298K <0.01% +125 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,270 shares; 2024Q4: 15,094 shares; 2025Q1: 12,006 shares; 2025Q2: 12,006 shares; 2025Q3: 14,860 shares; 2025Q4: 11,814 shares; 2026Q1: 11,584 shares 11,584 $298K <0.01% -230 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,235 shares; 2024Q4: 17,085 shares; 2025Q1: 16,855 shares; 2025Q2: 16,855 shares; 2025Q3: 15,980 shares; 2025Q4: 12,883 shares; 2026Q1: 12,631 shares 12,631 $298K <0.01% -252 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,132 shares 6,132 $297K <0.01% new Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,885 shares; 2025Q1: 6,885 shares; 2025Q2: 5,845 shares; 2025Q3: 5,845 shares; 2025Q4: 5,845 shares; 2026Q1: 5,845 shares 5,845 $297K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,767 shares; 2025Q4: 3,580 shares; 2026Q1: 3,580 shares 3,580 $297K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,800 shares; 2025Q1: 5,977 shares; 2025Q2: 6,318 shares; 2025Q3: 8,017 shares; 2025Q4: 6,773 shares; 2026Q1: 6,392 shares 6,392 $296K <0.01% -381 Timeline VCR 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: 814 shares; 2024Q4: 790 shares; 2025Q1: 840 shares; 2025Q2: 760 shares; 2025Q3: 649 shares; 2025Q4: 667 shares; 2026Q1: 817 shares 817 $293K <0.01% +150 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,821 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares 2,290 $293K <0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,922 shares 6,922 $292K <0.01% new Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,720 shares; 2024Q4: 33,365 shares; 2025Q1: 38,120 shares; 2025Q2: 38,120 shares; 2025Q3: 36,145 shares; 2025Q4: 35,795 shares; 2026Q1: 35,085 shares 35,085 $292K <0.01% -710 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 3,787 shares; 2025Q1: 3,787 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 3,387 shares; 2026Q1: 3,387 shares 3,387 $292K <0.01% 0 Timeline CRNX CRINETICS PHARMACEUTICALS IN More: the full row for CRINETICS PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,125 shares; 2025Q1: 6,320 shares; 2025Q2: 7,985 shares; 2025Q3: 7,575 shares; 2025Q4: 8,019 shares; 2026Q1: 8,026 shares 8,026 $292K <0.01% +7 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 5,756 shares; 2025Q1: 5,696 shares; 2025Q2: 5,696 shares; 2025Q3: 5,309 shares; 2025Q4: 3,653 shares; 2026Q1: 3,163 shares 3,163 $291K <0.01% -490 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $291K <0.01% new Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 12,430 shares; 2025Q1: 12,325 shares; 2025Q2: 12,325 shares; 2025Q3: 11,750 shares; 2025Q4: 11,640 shares; 2026Q1: 6,209 shares 6,209 $290K <0.01% -5,431 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 5,042 shares; 2025Q1: 5,042 shares; 2025Q2: 4,866 shares; 2025Q3: 4,790 shares; 2025Q4: 5,220 shares; 2026Q1: 5,183 shares 5,183 $288K <0.01% -37 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,525 shares; 2025Q1: 3,367 shares; 2025Q2: 3,589 shares; 2025Q3: 3,579 shares; 2025Q4: 4,097 shares; 2026Q1: 4,148 shares 4,148 $288K <0.01% +51 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,065 shares; 2024Q4: 12,925 shares; 2025Q1: 12,810 shares; 2025Q2: 12,810 shares; 2025Q3: 12,160 shares; 2025Q4: 12,040 shares; 2026Q1: 15,848 shares 15,848 $288K <0.01% +3,808 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,812 shares; 2024Q4: 17,127 shares; 2025Q1: 17,127 shares; 2025Q2: 17,127 shares; 2025Q3: 17,127 shares; 2025Q4: 17,127 shares; 2026Q1: 17,127 shares 17,127 $288K <0.01% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 4,119 shares; 2025Q3: 4,119 shares; 2025Q4: 4,119 shares; 2026Q1: 4,119 shares 4,119 $287K <0.01% 0 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,617 shares; 2025Q1: 1,603 shares; 2025Q2: 1,594 shares; 2025Q3: 2,079 shares; 2025Q4: 2,071 shares; 2026Q1: 1,468 shares 1,468 $287K <0.01% -603 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,387 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares; 2026Q1: 3,387 shares 3,387 $287K <0.01% 0 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: 30,289 shares; 2024Q4: 23,623 shares; 2025Q1: 21,702 shares; 2025Q2: 17,484 shares; 2025Q3: 17,894 shares; 2025Q4: 15,367 shares; 2026Q1: 16,985 shares 16,985 $285K <0.01% +1,618 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,447 shares 5,447 $283K <0.01% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 1,908 shares; 2025Q1: not reported; 2025Q2: 2,092 shares; 2025Q3: 2,112 shares; 2025Q4: not reported; 2026Q1: 3,284 shares 3,284 $279K <0.01% new 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: 21,834 shares; 2024Q4: 4,122 shares; 2025Q1: 6,125 shares; 2025Q2: 2,462 shares; 2025Q3: 2,317 shares; 2025Q4: not reported; 2026Q1: 3,564 shares 3,564 $278K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,979 shares; 2026Q1: 4,979 shares 4,979 $277K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,734 shares; 2025Q1: 4,434 shares; 2025Q2: 4,283 shares; 2025Q3: 3,703 shares; 2025Q4: 3,444 shares; 2026Q1: 3,506 shares 3,506 $276K <0.01% +62 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,475 shares 9,475 $275K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,492 shares; 2026Q1: 2,659 shares 2,659 $275K <0.01% +167 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 3,747 shares; 2025Q1: 3,725 shares; 2025Q2: 3,891 shares; 2025Q3: 3,929 shares; 2025Q4: not reported; 2026Q1: 5,903 shares 5,903 $274K <0.01% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: 6,769 shares; 2025Q1: 6,343 shares; 2025Q2: 6,670 shares; 2025Q3: 6,731 shares; 2025Q4: 6,746 shares; 2026Q1: 6,746 shares 6,746 $273K <0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 11,782 shares; 2025Q1: 11,484 shares; 2025Q2: 11,829 shares; 2025Q3: 11,829 shares; 2025Q4: 12,081 shares; 2026Q1: 12,153 shares 12,153 $273K <0.01% +72 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,264 shares; 2025Q4: 4,202 shares; 2026Q1: 4,556 shares 4,556 $271K <0.01% +354 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 746 shares; 2025Q4: 1,223 shares; 2026Q1: 1,478 shares 1,478 $271K <0.01% +255 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: 5,058 shares; 2024Q4: 4,628 shares; 2025Q1: 3,562 shares; 2025Q2: 3,011 shares; 2025Q3: 2,749 shares; 2025Q4: 1,608 shares; 2026Q1: 1,253 shares 1,253 $270K <0.01% -355 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,661 shares; 2024Q4: 20,857 shares; 2025Q1: 20,501 shares; 2025Q2: 22,349 shares; 2025Q3: 22,515 shares; 2025Q4: 11,941 shares; 2026Q1: 11,884 shares 11,884 $269K <0.01% -57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,685 shares 3,685 $268K <0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,569 shares; 2024Q4: 32,741 shares; 2025Q1: 32,727 shares; 2025Q2: 31,768 shares; 2025Q3: 15,304 shares; 2025Q4: 15,304 shares; 2026Q1: 15,768 shares 15,768 $268K <0.01% +464 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 8,379 shares; 2025Q1: 8,894 shares; 2025Q2: 9,126 shares; 2025Q3: 8,965 shares; 2025Q4: 1,964 shares; 2026Q1: 1,685 shares 1,685 $267K <0.01% -279 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: 2,349 shares; 2024Q4: 2,574 shares; 2025Q1: 2,402 shares; 2025Q2: 2,401 shares; 2025Q3: 2,350 shares; 2025Q4: 2,039 shares; 2026Q1: 2,115 shares 2,115 $267K <0.01% +76 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,213 shares 4,213 $266K <0.01% new Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares 2,360 $266K <0.01% 0 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: 3,827 shares; 2024Q4: 3,787 shares; 2025Q1: 3,787 shares; 2025Q2: 3,787 shares; 2025Q3: 3,756 shares; 2025Q4: 3,742 shares; 2026Q1: 3,881 shares 3,881 $265K <0.01% +139 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 3,123 shares; 2025Q4: 3,123 shares; 2026Q1: 3,123 shares 3,123 $264K <0.01% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to 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: 819 shares; 2026Q1: 819 shares 819 $263K <0.01% 0 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,820 shares; 2024Q4: 55,655 shares; 2025Q1: 42,997 shares; 2025Q2: 15,256 shares; 2025Q3: 15,256 shares; 2025Q4: 15,256 shares; 2026Q1: 15,256 shares 15,256 $263K <0.01% 0 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: 8,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,864 shares 7,864 $262K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,597 shares; 2025Q4: 29,877 shares; 2026Q1: 33,035 shares 33,035 $262K <0.01% +3,158 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to 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: 4,628 shares 4,628 $262K <0.01% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,115 shares; 2024Q4: 18,115 shares; 2025Q1: 18,115 shares; 2025Q2: 18,115 shares; 2025Q3: 18,115 shares; 2025Q4: 18,115 shares; 2026Q1: 29,608 shares 29,608 $260K <0.01% +11,493 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: not reported; 2025Q1: 2,760 shares; 2025Q2: 3,480 shares; 2025Q3: 3,780 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $259K <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: 6,633 shares; 2024Q4: 5,190 shares; 2025Q1: 5,506 shares; 2025Q2: 1,444 shares; 2025Q3: 1,448 shares; 2025Q4: 914 shares; 2026Q1: 1,062 shares 1,062 $259K <0.01% +148 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,671 shares; 2026Q1: 2,355 shares 2,355 $258K <0.01% -7,316 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: 39,863 shares; 2024Q4: 39,955 shares; 2025Q1: 39,955 shares; 2025Q2: 40,070 shares; 2025Q3: 38,906 shares; 2025Q4: 38,906 shares; 2026Q1: 38,906 shares 38,906 $258K <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: not reported; 2025Q2: 9,368 shares; 2025Q3: 9,283 shares; 2025Q4: 9,268 shares; 2026Q1: 9,205 shares 9,205 $258K <0.01% -63 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: 4,559 shares; 2024Q4: 4,544 shares; 2025Q1: 4,712 shares; 2025Q2: 3,908 shares; 2025Q3: 3,889 shares; 2025Q4: 4,847 shares; 2026Q1: 5,071 shares 5,071 $258K <0.01% +224 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: 1,928 shares; 2024Q4: 1,928 shares; 2025Q1: 1,988 shares; 2025Q2: 2,003 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,702 shares 1,702 $257K <0.01% new Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS 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: 3,967 shares; 2026Q1: 3,892 shares 3,892 $257K <0.01% -75 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $254K <0.01% 0 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,224 shares 2,224 $253K <0.01% new Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,200 shares; 2025Q4: 9,105 shares; 2026Q1: 12,058 shares 12,058 $253K <0.01% +2,953 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,760 shares 2,760 $253K <0.01% new 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: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 3,963 shares; 2025Q3: 3,963 shares; 2025Q4: 4,055 shares; 2026Q1: 3,580 shares 3,580 $252K <0.01% -475 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to 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: 3,274 shares 3,274 $251K <0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares; 2025Q4: 2,486 shares; 2026Q1: 2,620 shares 2,620 $251K <0.01% +134 Timeline FOR FORESTAR GROUP INC More: the full row for FORESTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,130 shares 10,130 $248K <0.01% new 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: 6,005 shares; 2024Q4: 6,005 shares; 2025Q1: 6,005 shares; 2025Q2: 4,684 shares; 2025Q3: 4,613 shares; 2025Q4: 3,538 shares; 2026Q1: 2,580 shares 2,580 $247K <0.01% -958 Timeline KN KNOWLES CORP More: the full row for KNOWLES 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: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $247K <0.01% 0 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,125 shares 6,125 $245K <0.01% new 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: 29,642 shares; 2024Q4: 29,642 shares; 2025Q1: 28,077 shares; 2025Q2: 28,077 shares; 2025Q3: 28,077 shares; 2025Q4: 28,577 shares; 2026Q1: 29,122 shares 29,122 $245K <0.01% +545 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,096 shares; 2024Q4: 9,096 shares; 2025Q1: 9,096 shares; 2025Q2: 9,096 shares; 2025Q3: 9,096 shares; 2025Q4: 9,096 shares; 2026Q1: 9,096 shares 9,096 $245K <0.01% 0 Timeline BBH 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $244K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,990 shares 5,990 $244K <0.01% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,076 shares; 2025Q1: 2,097 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 1,292 shares 1,292 $244K <0.01% -133 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 2,568 shares; 2025Q1: 2,568 shares; 2025Q2: 2,780 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,080 shares 2,080 $243K <0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,351 shares; 2025Q1: 3,702 shares; 2025Q2: 3,823 shares; 2025Q3: 7,697 shares; 2025Q4: 10,822 shares; 2026Q1: 9,764 shares 9,764 $243K <0.01% -1,058 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,975 shares; 2025Q3: 12,300 shares; 2025Q4: 15,754 shares; 2026Q1: 15,444 shares 15,444 $242K <0.01% -310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 447 shares 447 $242K <0.01% new 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: 2,656 shares; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares; 2025Q4: 2,657 shares; 2026Q1: 2,677 shares 2,677 $241K <0.01% +20 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: not reported; 2025Q1: 9,937 shares; 2025Q2: not reported; 2025Q3: 7,989 shares; 2025Q4: not reported; 2026Q1: 11,649 shares 11,649 $240K <0.01% new Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,217 shares; 2024Q4: 13,216 shares; 2025Q1: 13,216 shares; 2025Q2: 13,216 shares; 2025Q3: 13,216 shares; 2025Q4: 13,216 shares; 2026Q1: 13,214 shares 13,214 $240K <0.01% -2 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,871 shares; 2025Q2: 11,871 shares; 2025Q3: 11,871 shares; 2025Q4: 12,171 shares; 2026Q1: 12,171 shares 12,171 $240K <0.01% 0 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: not reported; 2026Q1: 5,250 shares 5,250 $239K <0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,408 shares; 2024Q4: 38,913 shares; 2025Q1: 38,350 shares; 2025Q2: 35,130 shares; 2025Q3: 21,872 shares; 2025Q4: 15,871 shares; 2026Q1: 15,203 shares 15,203 $239K <0.01% -668 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 975 shares 975 $239K <0.01% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,606 shares 5,606 $238K <0.01% new Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,982 shares; 2025Q1: 3,226 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,226 shares 3,226 $238K <0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to 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: 1,823 shares; 2026Q1: 2,529 shares 2,529 $237K <0.01% +706 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,750 shares; 2024Q4: 5,881 shares; 2025Q1: 4,877 shares; 2025Q2: 1,764 shares; 2025Q3: 1,636 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares 1,467 $235K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,613 shares 14,613 $232K <0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 1,693 shares; 2025Q1: 1,594 shares; 2025Q2: 1,400 shares; 2025Q3: 1,506 shares; 2025Q4: 1,535 shares; 2026Q1: 1,710 shares 1,710 $232K <0.01% +175 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $231K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 9,919 shares; 2025Q1: 8,163 shares; 2025Q2: 7,973 shares; 2025Q3: 7,680 shares; 2025Q4: 7,695 shares; 2026Q1: 5,443 shares 5,443 $230K <0.01% -2,252 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 1,271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: 1,400 shares; 2026Q1: 1,329 shares 1,329 $228K <0.01% -71 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,097 shares; 2024Q4: 11,900 shares; 2025Q1: 12,068 shares; 2025Q2: 11,163 shares; 2025Q3: 10,918 shares; 2025Q4: 8,898 shares; 2026Q1: 10,733 shares 10,733 $227K <0.01% +1,835 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 11,255 shares; 2025Q1: 11,255 shares; 2025Q2: 11,255 shares; 2025Q3: 11,255 shares; 2025Q4: 11,255 shares; 2026Q1: 11,255 shares 11,255 $226K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: not reported; 2026Q1: 990 shares 990 $226K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,032 shares; 2026Q1: 1,152 shares 1,152 $225K <0.01% +120 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,643 shares; 2025Q1: 3,633 shares; 2025Q2: 3,633 shares; 2025Q3: 3,061 shares; 2025Q4: 2,655 shares; 2026Q1: 1,693 shares 1,693 $224K <0.01% -962 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,426 shares 4,426 $224K <0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,649 shares 1,649 $224K <0.01% new Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,077 shares; 2024Q4: 7,033 shares; 2025Q1: 6,881 shares; 2025Q2: 6,881 shares; 2025Q3: 6,526 shares; 2025Q4: 5,386 shares; 2026Q1: 3,118 shares 3,118 $223K <0.01% -2,268 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares; 2026Q1: 2,821 shares 2,821 $223K <0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,577 shares 3,577 $221K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 1,089 shares 1,089 $221K <0.01% -426 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,553 shares 5,553 $219K <0.01% new Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,657 shares; 2025Q4: not reported; 2026Q1: 5,426 shares 5,426 $219K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,800 shares; 2025Q1: 4,669 shares; 2025Q2: 4,615 shares; 2025Q3: 7,283 shares; 2025Q4: 6,051 shares; 2026Q1: 4,512 shares 4,512 $217K <0.01% -1,539 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 66,435 shares; 2025Q4: 60,747 shares; 2026Q1: 24,048 shares 24,048 $217K <0.01% -36,699 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,600 shares 10,600 $216K <0.01% new Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,075 shares; 2024Q4: 15,630 shares; 2025Q1: 15,639 shares; 2025Q2: 15,587 shares; 2025Q3: 15,207 shares; 2025Q4: 15,121 shares; 2026Q1: 8,182 shares 8,182 $216K <0.01% -6,939 Timeline SCHV 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: 7,792 shares; 2025Q3: 7,792 shares; 2025Q4: 7,071 shares; 2026Q1: 7,071 shares 7,071 $216K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 1,505 shares; 2025Q1: 5,216 shares; 2025Q2: 5,788 shares; 2025Q3: 5,305 shares; 2025Q4: 701 shares; 2026Q1: 569 shares 569 $215K <0.01% -132 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 4,814 shares 4,814 $214K <0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,017 shares 2,017 $214K <0.01% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,283 shares 13,283 $213K <0.01% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,949 shares; 2025Q4: 5,161 shares; 2026Q1: 4,411 shares 4,411 $213K <0.01% -750 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 899 shares; 2025Q1: 1,516 shares; 2025Q2: 1,368 shares; 2025Q3: 1,517 shares; 2025Q4: 1,525 shares; 2026Q1: 701 shares 701 $213K <0.01% -824 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,881 shares; 2024Q4: 8,881 shares; 2025Q1: 8,881 shares; 2025Q2: 8,881 shares; 2025Q3: 8,881 shares; 2025Q4: 8,881 shares; 2026Q1: 8,881 shares 8,881 $213K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,843 shares; 2026Q1: 1,933 shares 1,933 $212K <0.01% +90 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,807 shares 1,807 $212K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,974 shares; 2024Q4: 17,490 shares; 2025Q1: 7,694 shares; 2025Q2: 6,294 shares; 2025Q3: 5,952 shares; 2025Q4: 5,729 shares; 2026Q1: 5,952 shares 5,952 $211K <0.01% +223 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 15,629 shares; 2025Q1: 14,956 shares; 2025Q2: 19,625 shares; 2025Q3: 19,598 shares; 2025Q4: 2,846 shares; 2026Q1: 1,949 shares 1,949 $211K <0.01% -897 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,755 shares 2,755 $210K <0.01% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,040 shares 1,040 $209K <0.01% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,189 shares 8,189 $209K <0.01% new Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 2,358 shares 2,358 $209K <0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,203 shares 1,203 $209K <0.01% +28 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,968 shares; 2025Q4: 2,757 shares; 2026Q1: 2,677 shares 2,677 $209K <0.01% -80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,225 shares 3,225 $208K <0.01% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,147 shares 3,147 $207K <0.01% new Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares 2,526 $206K <0.01% 0 Timeline DFIS 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: 6,291 shares; 2026Q1: 6,094 shares 6,094 $205K <0.01% -197 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 1,054 shares; 2026Q1: 1,085 shares 1,085 $205K <0.01% +31 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,387 shares 10,387 $203K <0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 2,890 shares; 2025Q1: 2,553 shares; 2025Q2: 580 shares; 2025Q3: 565 shares; 2025Q4: not reported; 2026Q1: 428 shares 428 $203K <0.01% new Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $202K <0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,864 shares 1,864 $201K <0.01% new Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,848 shares 5,848 $201K <0.01% new Timeline GAP GAP INC More: the full row for GAP 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: 8,298 shares; 2026Q1: 8,298 shares 8,298 $201K <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,503 shares; 2025Q1: not reported; 2025Q2: 4,237 shares; 2025Q3: 4,269 shares; 2025Q4: 4,298 shares; 2026Q1: 4,377 shares 4,377 $201K <0.01% +79 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,023 shares; 2024Q4: 6,966 shares; 2025Q1: 8,066 shares; 2025Q2: 8,121 shares; 2025Q3: 7,706 shares; 2025Q4: 7,631 shares; 2026Q1: 7,457 shares 7,457 $200K <0.01% -174 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,675 shares; 2026Q1: 19,679 shares 19,679 $197K <0.01% +8,004 Timeline LCNB LCNB CORP More: the full row for LCNB 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: 11,953 shares 11,953 $186K <0.01% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to 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: 18,217 shares 18,217 $185K <0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,620 shares; 2024Q4: 18,166 shares; 2025Q1: 10,536 shares; 2025Q2: 10,036 shares; 2025Q3: 10,036 shares; 2025Q4: 10,036 shares; 2026Q1: 10,068 shares 10,068 $184K <0.01% +32 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 17,875 shares; 2025Q1: 21,230 shares; 2025Q2: 24,920 shares; 2025Q3: 23,665 shares; 2025Q4: 23,272 shares; 2026Q1: 22,565 shares 22,565 $179K <0.01% -707 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,028 shares; 2024Q4: 14,028 shares; 2025Q1: 14,028 shares; 2025Q2: 14,028 shares; 2025Q3: 14,028 shares; 2025Q4: 14,028 shares; 2026Q1: 14,028 shares 14,028 $177K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,480 shares; 2024Q4: 17,901 shares; 2025Q1: 16,390 shares; 2025Q2: 15,402 shares; 2025Q3: 12,878 shares; 2025Q4: 10,696 shares; 2026Q1: 10,414 shares 10,414 $171K <0.01% -282 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,290 shares; 2025Q4: 16,145 shares; 2026Q1: 22,074 shares 22,074 $167K <0.01% +5,929 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,245 shares; 2024Q4: 18,812 shares; 2025Q1: 19,143 shares; 2025Q2: 22,110 shares; 2025Q3: 22,110 shares; 2025Q4: 19,600 shares; 2026Q1: 17,020 shares 17,020 $161K <0.01% -2,580 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,645 shares; 2024Q4: 12,645 shares; 2025Q1: 12,645 shares; 2025Q2: 14,645 shares; 2025Q3: 14,645 shares; 2025Q4: 12,645 shares; 2026Q1: 12,645 shares 12,645 $156K <0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,043 shares; 2024Q4: 13,901 shares; 2025Q1: 13,901 shares; 2025Q2: 13,901 shares; 2025Q3: 13,901 shares; 2025Q4: 13,901 shares; 2026Q1: 13,901 shares 13,901 $151K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,210 shares; 2025Q4: 10,385 shares; 2026Q1: 10,385 shares 10,385 $150K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,118 shares 13,118 $148K <0.01% new Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,157 shares; 2025Q4: 11,157 shares; 2026Q1: 11,157 shares 11,157 $141K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,580 shares; 2024Q4: 11,580 shares; 2025Q1: 11,580 shares; 2025Q2: 13,580 shares; 2025Q3: 13,580 shares; 2025Q4: 11,580 shares; 2026Q1: 11,580 shares 11,580 $141K <0.01% 0 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,996 shares; 2024Q4: 13,785 shares; 2025Q1: 13,785 shares; 2025Q2: 13,785 shares; 2025Q3: 13,785 shares; 2025Q4: 13,785 shares; 2026Q1: 13,785 shares 13,785 $141K <0.01% 0 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,281 shares; 2024Q4: 16,086 shares; 2025Q1: 15,916 shares; 2025Q2: 15,326 shares; 2025Q3: 14,546 shares; 2025Q4: 16,361 shares; 2026Q1: 16,010 shares 16,010 $134K <0.01% -351 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,268 shares; 2024Q4: 18,211 shares; 2025Q1: 19,731 shares; 2025Q2: 19,731 shares; 2025Q3: 19,731 shares; 2025Q4: 19,731 shares; 2026Q1: 18,431 shares 18,431 $131K <0.01% -1,300 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,243 shares; 2025Q1: 10,243 shares; 2025Q2: 10,243 shares; 2025Q3: 10,243 shares; 2025Q4: 11,329 shares; 2026Q1: 11,329 shares 11,329 $124K <0.01% 0 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500 $115K <0.01% new Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $105K <0.01% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,365 shares; 2024Q4: 19,365 shares; 2025Q1: 19,365 shares; 2025Q2: 19,365 shares; 2025Q3: 17,865 shares; 2025Q4: 17,865 shares; 2026Q1: 17,865 shares 17,865 $102K <0.01% 0 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,613 shares; 2026Q1: 12,613 shares 12,613 $98.3K <0.01% 0 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,592 shares 20,592 $94.9K <0.01% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC 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: 16,806 shares 16,806 $91.6K <0.01% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO 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: 15,667 shares; 2025Q3: 15,667 shares; 2025Q4: 21,824 shares; 2026Q1: 23,138 shares 23,138 $84.5K <0.01% +1,314 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: 21,939 shares; 2024Q4: 11,456 shares; 2025Q1: 11,456 shares; 2025Q2: 11,506 shares; 2025Q3: 11,506 shares; 2025Q4: 11,456 shares; 2026Q1: 11,456 shares 11,456 $75.3K <0.01% 0 Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,528 shares; 2024Q4: 15,397 shares; 2025Q1: 15,397 shares; 2025Q2: 10,552 shares; 2025Q3: 10,552 shares; 2025Q4: 10,552 shares; 2026Q1: 10,552 shares 10,552 $74.7K <0.01% 0 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,003 shares; 2026Q1: 15,003 shares 15,003 $67.1K <0.01% -5,000 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,301 shares; 2024Q4: 14,301 shares; 2025Q1: 14,301 shares; 2025Q2: 14,301 shares; 2025Q3: 14,301 shares; 2025Q4: 14,301 shares; 2026Q1: 14,301 shares 14,301 $51.8K <0.01% 0 Timeline CBUS CIBUS INC More: the full row for CIBUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,500 shares 20,500 $40.6K <0.01% new Timeline ORBS EIGHTCO HOLDINGS INC More: the full row for EIGHTCO 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: 25,419 shares 25,419 $23.7K <0.01% new Timeline CHRS COHERUS ONCOLOGY INC More: the full row for COHERUS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $16.9K <0.01% new Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 25,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $10.4K <0.01% 0 Timeline HCWC HEALTHY CHOICE WELLNESS CORP More: the full row for HEALTHY CHOICE WELLNESS 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: 11,371 shares 11,371 $2.83K <0.01% new Timeline