IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 1,643 shares; 2025Q4: 2,761 shares; 2026Q1: 2,766 shares 2,766 $688K 0.01% +5 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,336 shares; 2026Q1: 9,014 shares 9,014 $686K 0.01% +4,678 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,056 shares; 2024Q4: 5,307 shares; 2025Q1: 4,759 shares; 2025Q2: 4,707 shares; 2025Q3: 4,572 shares; 2025Q4: 4,592 shares; 2026Q1: 4,080 shares 4,080 $682K 0.01% -512 Timeline JPIN 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: 10,280 shares; 2025Q4: 10,262 shares; 2026Q1: 9,575 shares 9,575 $682K 0.01% -687 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,581 shares; 2025Q1: 3,158 shares; 2025Q2: 7,009 shares; 2025Q3: 3,473 shares; 2025Q4: 3,386 shares; 2026Q1: 3,051 shares 3,051 $680K 0.01% -335 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,263 shares; 2025Q1: 8,214 shares; 2025Q2: 8,238 shares; 2025Q3: 7,374 shares; 2025Q4: 7,380 shares; 2026Q1: 6,835 shares 6,835 $676K 0.01% -545 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: 39,324 shares; 2024Q4: 42,952 shares; 2025Q1: 43,279 shares; 2025Q2: 41,905 shares; 2025Q3: 44,204 shares; 2025Q4: 47,786 shares; 2026Q1: 42,603 shares 42,603 $670K 0.01% -5,183 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,885 shares; 2025Q4: 20,219 shares; 2026Q1: 15,792 shares 15,792 $670K 0.01% -4,427 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,170 shares; 2024Q4: 16,170 shares; 2025Q1: not reported; 2025Q2: 406,418 shares; 2025Q3: 299,119 shares; 2025Q4: 278,329 shares; 2026Q1: 38,551 shares 38,551 $667K 0.01% -239,778 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,779 shares; 2024Q4: 9,225 shares; 2025Q1: 6,479 shares; 2025Q2: 6,958 shares; 2025Q3: 6,307 shares; 2025Q4: 5,808 shares; 2026Q1: 5,029 shares 5,029 $666K 0.01% -779 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 643 shares; 2025Q1: not reported; 2025Q2: 1,015 shares; 2025Q3: 1,154 shares; 2025Q4: 1,162 shares; 2026Q1: 1,213 shares 1,213 $666K 0.01% +51 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,975 shares; 2025Q3: 4,828 shares; 2025Q4: 4,973 shares; 2026Q1: 5,205 shares 5,205 $658K 0.01% +232 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,638 shares; 2024Q4: 84,048 shares; 2025Q1: 5,542 shares; 2025Q2: 4,777 shares; 2025Q3: 5,111 shares; 2025Q4: 11,270 shares; 2026Q1: 10,727 shares 10,727 $657K 0.01% -543 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,720 shares; 2025Q4: 31,720 shares; 2026Q1: 31,720 shares 31,720 $652K 0.01% 0 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: not reported; 2024Q4: 21,534 shares; 2025Q1: 17,382 shares; 2025Q2: 16,023 shares; 2025Q3: 15,877 shares; 2025Q4: 15,761 shares; 2026Q1: 15,342 shares 15,342 $648K 0.01% -419 Timeline IBDW 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: 27,260 shares; 2025Q4: 30,782 shares; 2026Q1: 30,784 shares 30,784 $644K 0.01% +2 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,083 shares; 2025Q1: 5,042 shares; 2025Q2: 4,567 shares; 2025Q3: 4,292 shares; 2025Q4: 3,431 shares; 2026Q1: 3,061 shares 3,061 $636K 0.01% -370 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,704 shares; 2025Q3: 9,350 shares; 2025Q4: 7,783 shares; 2026Q1: 9,327 shares 9,327 $636K 0.01% +1,544 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,182 shares; 2025Q3: 6,342 shares; 2025Q4: 5,551 shares; 2026Q1: 5,340 shares 5,340 $633K 0.01% -211 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 10,338 shares; 2025Q1: 18,640 shares; 2025Q2: 14,638 shares; 2025Q3: 13,746 shares; 2025Q4: 13,058 shares; 2026Q1: 7,894 shares 7,894 $632K 0.01% -5,164 Timeline DFUS 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: 9,271 shares; 2024Q4: 9,264 shares; 2025Q1: 8,832 shares; 2025Q2: 8,832 shares; 2025Q3: 8,832 shares; 2025Q4: 8,832 shares; 2026Q1: 8,832 shares 8,832 $626K 0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,366 shares; 2024Q4: 51,638 shares; 2025Q1: 50,102 shares; 2025Q2: 50,099 shares; 2025Q3: 50,098 shares; 2025Q4: 50,098 shares; 2026Q1: 35,261 shares 35,261 $626K 0.01% -14,837 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,454 shares; 2025Q1: 2,483 shares; 2025Q2: 2,615 shares; 2025Q3: 2,631 shares; 2025Q4: 2,595 shares; 2026Q1: 2,707 shares 2,707 $625K 0.01% +112 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,619 shares; 2025Q4: 3,651 shares; 2026Q1: 4,089 shares 4,089 $625K 0.01% +438 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 6,681 shares; 2025Q1: 6,529 shares; 2025Q2: 7,879 shares; 2025Q3: 7,875 shares; 2025Q4: 7,875 shares; 2026Q1: 7,875 shares 7,875 $623K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,300 shares; 2024Q4: 22,215 shares; 2025Q1: 21,230 shares; 2025Q2: 22,022 shares; 2025Q3: 22,654 shares; 2025Q4: 24,223 shares; 2026Q1: 22,683 shares 22,683 $623K 0.01% -1,540 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,036 shares; 2025Q1: 7,027 shares; 2025Q2: 7,155 shares; 2025Q3: 5,223 shares; 2025Q4: 5,897 shares; 2026Q1: 6,669 shares 6,669 $622K 0.01% +772 Timeline VHT 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: 7,237 shares; 2025Q1: 2,190 shares; 2025Q2: 1,135 shares; 2025Q3: 2,584 shares; 2025Q4: 2,589 shares; 2026Q1: 2,271 shares 2,271 $618K 0.01% -318 Timeline IBMO 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: 24,087 shares 24,087 $617K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,870 shares; 2025Q3: 2,324 shares; 2025Q4: 2,510 shares; 2026Q1: 3,120 shares 3,120 $617K 0.01% +610 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,000 shares; 2025Q1: 49,131 shares; 2025Q2: 33,002 shares; 2025Q3: 29,040 shares; 2025Q4: 21,667 shares; 2026Q1: 16,651 shares 16,651 $616K 0.01% -5,016 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 3,755 shares; 2025Q1: 3,763 shares; 2025Q2: 3,763 shares; 2025Q3: 3,721 shares; 2025Q4: 3,697 shares; 2026Q1: 3,998 shares 3,998 $612K 0.01% +301 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,216 shares; 2025Q4: 10,194 shares; 2026Q1: 15,520 shares 15,520 $605K 0.01% +5,326 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,524 shares; 2024Q4: 19,524 shares; 2025Q1: 19,604 shares; 2025Q2: 19,709 shares; 2025Q3: 19,916 shares; 2025Q4: 20,230 shares; 2026Q1: 19,808 shares 19,808 $603K 0.01% -422 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,759 shares; 2025Q1: 4,373 shares; 2025Q2: 4,425 shares; 2025Q3: 3,876 shares; 2025Q4: 4,689 shares; 2026Q1: 4,441 shares 4,441 $601K 0.01% -248 Timeline SCHA 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: 6,398 shares; 2024Q4: not reported; 2025Q1: 9,630 shares; 2025Q2: 8,742 shares; 2025Q3: 9,167 shares; 2025Q4: 17,156 shares; 2026Q1: 20,616 shares 20,616 $600K 0.01% +3,460 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,605 shares; 2025Q1: 11,182 shares; 2025Q2: 9,139 shares; 2025Q3: 11,185 shares; 2025Q4: 11,393 shares; 2026Q1: 12,684 shares 12,684 $596K 0.01% +1,291 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,383 shares; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 3,864 shares; 2025Q4: 5,118 shares; 2026Q1: 5,493 shares 5,493 $595K 0.01% +375 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,357 shares; 2025Q3: 15,235 shares; 2025Q4: 6,613 shares; 2026Q1: 6,245 shares 6,245 $591K 0.01% -368 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,949 shares; 2025Q3: 15,184 shares; 2025Q4: 14,859 shares; 2026Q1: 15,572 shares 15,572 $589K 0.01% +713 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 6,699 shares; 2025Q1: 7,569 shares; 2025Q2: 9,180 shares; 2025Q3: 9,543 shares; 2025Q4: 2,370 shares; 2026Q1: 1,781 shares 1,781 $585K 0.01% -589 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,260 shares; 2026Q1: 11,417 shares 11,417 $575K 0.01% +157 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,978 shares; 2025Q2: 7,952 shares; 2025Q3: 7,575 shares; 2025Q4: 8,102 shares; 2026Q1: 7,767 shares 7,767 $565K 0.01% -335 Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434,748 shares; 2025Q3: 434,748 shares; 2025Q4: 434,748 shares; 2026Q1: 434,748 shares 434,748 $561K 0.01% 0 Timeline DWX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,289 shares 12,289 $560K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,967 shares; 2025Q1: 2,963 shares; 2025Q2: 4,114 shares; 2025Q3: 4,303 shares; 2025Q4: 4,464 shares; 2026Q1: 4,556 shares 4,556 $559K 0.01% +92 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 7,970 shares; 2025Q1: 8,094 shares; 2025Q2: 9,207 shares; 2025Q3: 8,109 shares; 2025Q4: 8,094 shares; 2026Q1: 7,430 shares 7,430 $559K 0.01% -664 Timeline JVAL 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: 10,152 shares; 2024Q4: 11,969 shares; 2025Q1: 7,996 shares; 2025Q2: 7,996 shares; 2025Q3: 19,225 shares; 2025Q4: 15,638 shares; 2026Q1: 11,313 shares 11,313 $553K 0.01% -4,325 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,641 shares; 2025Q1: 8,128 shares; 2025Q2: 7,739 shares; 2025Q3: 7,593 shares; 2025Q4: 6,235 shares; 2026Q1: 5,331 shares 5,331 $552K 0.01% -904 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,523 shares; 2025Q2: 7,976 shares; 2025Q3: 11,152 shares; 2025Q4: 8,551 shares; 2026Q1: 8,366 shares 8,366 $552K 0.01% -185 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,730 shares; 2025Q1: 4,679 shares; 2025Q2: 5,929 shares; 2025Q3: 5,302 shares; 2025Q4: 3,959 shares; 2026Q1: 3,199 shares 3,199 $552K 0.01% -760 Timeline LGLV 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: 16,598 shares; 2024Q4: 8,425 shares; 2025Q1: 7,848 shares; 2025Q2: 7,168 shares; 2025Q3: 6,415 shares; 2025Q4: 6,298 shares; 2026Q1: 3,091 shares 3,091 $550K 0.01% -3,207 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 1,065 shares; 2025Q1: 1,489 shares; 2025Q2: 1,278 shares; 2025Q3: 1,265 shares; 2025Q4: 1,301 shares; 2026Q1: 1,233 shares 1,233 $548K 0.01% -68 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,516 shares; 2024Q4: 8,607 shares; 2025Q1: 9,686 shares; 2025Q2: 9,785 shares; 2025Q3: 9,724 shares; 2025Q4: 11,492 shares; 2026Q1: 13,523 shares 13,523 $547K 0.01% +2,031 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,976 shares; 2024Q4: 6,673 shares; 2025Q1: 6,916 shares; 2025Q2: 7,293 shares; 2025Q3: 8,321 shares; 2025Q4: 9,790 shares; 2026Q1: 10,560 shares 10,560 $543K 0.01% +770 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: 1,546 shares; 2025Q2: 1,554 shares; 2025Q3: 1,591 shares; 2025Q4: 1,560 shares; 2026Q1: 1,530 shares 1,530 $537K 0.01% -30 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,928 shares; 2025Q1: 1,959 shares; 2025Q2: 2,718 shares; 2025Q3: 2,788 shares; 2025Q4: 2,736 shares; 2026Q1: 2,739 shares 2,739 $537K 0.01% +3 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: 5,753 shares; 2025Q1: not reported; 2025Q2: 12,556 shares; 2025Q3: 26,742 shares; 2025Q4: 27,089 shares; 2026Q1: 13,134 shares 13,134 $536K 0.01% -13,955 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: 11,131 shares 11,131 $535K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,383 shares; 2026Q1: 2,530 shares 2,530 $535K 0.01% +147 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: not reported; 2025Q2: 2,621 shares; 2025Q3: 2,597 shares; 2025Q4: 2,597 shares; 2026Q1: 2,548 shares 2,548 $530K 0.01% -49 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 10,459 shares; 2025Q1: 5,245 shares; 2025Q2: 6,466 shares; 2025Q3: 6,617 shares; 2025Q4: 7,098 shares; 2026Q1: 7,113 shares 7,113 $530K 0.01% +15 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,609 shares; 2025Q1: 3,998 shares; 2025Q2: 4,473 shares; 2025Q3: 5,742 shares; 2025Q4: 5,559 shares; 2026Q1: 6,659 shares 6,659 $530K 0.01% +1,100 Timeline AIA 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: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,978 shares; 2025Q3: 4,978 shares; 2025Q4: 4,978 shares; 2026Q1: 4,978 shares 4,978 $528K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 711 shares 711 $525K 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,558 shares; 2025Q2: 5,085 shares; 2025Q3: 6,540 shares; 2025Q4: 11,823 shares; 2026Q1: 13,644 shares 13,644 $524K 0.01% +1,821 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,402 shares; 2024Q4: 8,931 shares; 2025Q1: 10,474 shares; 2025Q2: 10,654 shares; 2025Q3: 6,358 shares; 2025Q4: 7,404 shares; 2026Q1: 7,177 shares 7,177 $515K 0.01% -227 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,905 shares; 2025Q3: 6,927 shares; 2025Q4: 7,246 shares; 2026Q1: 7,060 shares 7,060 $511K 0.01% -186 Timeline IGEB 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: 23,322 shares; 2025Q3: 23,103 shares; 2025Q4: 22,792 shares; 2026Q1: 11,327 shares 11,327 $510K 0.01% -11,465 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,053 shares 4,053 $507K 0.01% new Timeline CMF 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: 129,848 shares; 2024Q4: 122,110 shares; 2025Q1: 119,835 shares; 2025Q2: 116,441 shares; 2025Q3: 12,043 shares; 2025Q4: 12,043 shares; 2026Q1: 8,869 shares 8,869 $504K 0.01% -3,174 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,279 shares; 2024Q4: 11,279 shares; 2025Q1: 12,836 shares; 2025Q2: 12,836 shares; 2025Q3: 12,836 shares; 2025Q4: 12,836 shares; 2026Q1: 13,701 shares 13,701 $502K 0.01% +865 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,801 shares; 2025Q1: 5,703 shares; 2025Q2: 5,888 shares; 2025Q3: 5,598 shares; 2025Q4: 6,104 shares; 2026Q1: 5,014 shares 5,014 $498K 0.01% -1,090 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,218 shares; 2024Q4: 87,063 shares; 2025Q1: 60,311 shares; 2025Q2: 55,263 shares; 2025Q3: 48,087 shares; 2025Q4: 48,087 shares; 2026Q1: 16,436 shares 16,436 $497K 0.01% -31,651 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 9,097 shares; 2025Q1: 9,338 shares; 2025Q2: 9,602 shares; 2025Q3: 9,741 shares; 2025Q4: 7,719 shares; 2026Q1: 8,885 shares 8,885 $496K 0.01% +1,166 Timeline IWS 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: 2,328 shares; 2024Q4: 2,517 shares; 2025Q1: 3,190 shares; 2025Q2: 4,220 shares; 2025Q3: 4,465 shares; 2025Q4: 3,400 shares; 2026Q1: 3,372 shares 3,372 $491K 0.01% -28 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,180 shares; 2025Q1: 9,762 shares; 2025Q2: 14,278 shares; 2025Q3: 6,158 shares; 2025Q4: 3,648 shares; 2026Q1: 3,271 shares 3,271 $491K 0.01% -377 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,032 shares; 2025Q4: 16,330 shares; 2026Q1: 5,139 shares 5,139 $490K 0.01% -11,191 Timeline BKLN 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: 118,257 shares; 2024Q4: 98,786 shares; 2025Q1: 83,687 shares; 2025Q2: 77,654 shares; 2025Q3: 58,212 shares; 2025Q4: 52,188 shares; 2026Q1: 23,976 shares 23,976 $489K 0.01% -28,212 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,696 shares; 2025Q1: 2,499 shares; 2025Q2: 9,182 shares; 2025Q3: 4,257 shares; 2025Q4: 4,221 shares; 2026Q1: 4,289 shares 4,289 $489K 0.01% +68 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,646 shares; 2024Q4: 5,610 shares; 2025Q1: 5,242 shares; 2025Q2: 6,442 shares; 2025Q3: 7,002 shares; 2025Q4: 7,717 shares; 2026Q1: 7,907 shares 7,907 $489K 0.01% +190 Timeline DUSB 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: 19,842 shares; 2025Q4: 19,667 shares; 2026Q1: 9,599 shares 9,599 $487K 0.01% -10,068 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,725 shares; 2025Q1: 3,855 shares; 2025Q2: 4,276 shares; 2025Q3: 4,504 shares; 2025Q4: 4,512 shares; 2026Q1: 4,557 shares 4,557 $486K 0.01% +45 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,298 shares; 2025Q3: 4,345 shares; 2025Q4: 4,340 shares; 2026Q1: 4,279 shares 4,279 $486K 0.01% -61 Timeline RWJ 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: 5,044 shares; 2025Q1: 5,054 shares; 2025Q2: 5,253 shares; 2025Q3: 5,269 shares; 2025Q4: 5,284 shares; 2026Q1: 9,539 shares 9,539 $482K 0.01% +4,255 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 2,104 shares; 2025Q4: 1,170 shares; 2026Q1: 1,211 shares 1,211 $480K 0.01% +41 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 8,600 shares; 2025Q4: 8,716 shares; 2026Q1: 7,500 shares 7,500 $480K 0.01% -1,216 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,252 shares; 2025Q1: 5,178 shares; 2025Q2: 4,878 shares; 2025Q3: 4,990 shares; 2025Q4: 4,477 shares; 2026Q1: 4,788 shares 4,788 $479K 0.01% +311 Timeline BBIN 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: 7,280 shares; 2025Q4: 6,963 shares; 2026Q1: 6,540 shares 6,540 $478K 0.01% -423 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: not reported; 2024Q4: 9,018 shares; 2025Q1: 9,041 shares; 2025Q2: 9,491 shares; 2025Q3: 10,657 shares; 2025Q4: 11,376 shares; 2026Q1: 17,498 shares 17,498 $478K 0.01% +6,122 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,647 shares; 2024Q4: 7,647 shares; 2025Q1: 7,712 shares; 2025Q2: 7,767 shares; 2025Q3: 7,714 shares; 2025Q4: 7,714 shares; 2026Q1: 7,647 shares 7,647 $478K 0.01% -67 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,031 shares; 2025Q1: 2,243 shares; 2025Q2: 2,375 shares; 2025Q3: 2,207 shares; 2025Q4: 2,844 shares; 2026Q1: 2,872 shares 2,872 $474K 0.01% +28 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,435 shares; 2024Q4: 71,435 shares; 2025Q1: 28,908 shares; 2025Q2: 28,908 shares; 2025Q3: 20,884 shares; 2025Q4: 20,884 shares; 2026Q1: 20,884 shares 20,884 $472K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,932 shares; 2025Q1: 11,078 shares; 2025Q2: 12,042 shares; 2025Q3: 12,088 shares; 2025Q4: 11,728 shares; 2026Q1: 9,343 shares 9,343 $471K 0.01% -2,385 Timeline IVLU 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: 11,696 shares 11,696 $464K 0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 9,055 shares; 2025Q1: 10,956 shares; 2025Q2: 10,215 shares; 2025Q3: 13,624 shares; 2025Q4: 12,110 shares; 2026Q1: 11,483 shares 11,483 $463K 0.01% -627 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 2,066 shares; 2025Q3: 2,797 shares; 2025Q4: 2,903 shares; 2026Q1: 3,507 shares 3,507 $459K 0.01% +604 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,781 shares; 2024Q4: 47,781 shares; 2025Q1: 47,781 shares; 2025Q2: 47,781 shares; 2025Q3: 47,781 shares; 2025Q4: 47,817 shares; 2026Q1: 47,817 shares 47,817 $458K 0.01% 0 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,914 shares; 2024Q4: 11,514 shares; 2025Q1: 11,139 shares; 2025Q2: 10,443 shares; 2025Q3: 10,443 shares; 2025Q4: 10,443 shares; 2026Q1: 10,443 shares 10,443 $455K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,498 shares; 2025Q1: 2,503 shares; 2025Q2: 2,550 shares; 2025Q3: 2,621 shares; 2025Q4: 2,625 shares; 2026Q1: 3,164 shares 3,164 $452K 0.01% +539 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 1,231 shares; 2025Q1: 1,173 shares; 2025Q2: 1,280 shares; 2025Q3: 1,327 shares; 2025Q4: 1,331 shares; 2026Q1: 1,245 shares 1,245 $447K 0.01% -86 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,486 shares; 2024Q4: 19,637 shares; 2025Q1: 29,930 shares; 2025Q2: 23,830 shares; 2025Q3: 27,418 shares; 2025Q4: 6,911 shares; 2026Q1: 4,025 shares 4,025 $444K 0.01% -2,886 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,541 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,074 shares 4,074 $444K 0.01% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,815 shares; 2024Q4: 66,701 shares; 2025Q1: 66,701 shares; 2025Q2: 9,461 shares; 2025Q3: 9,461 shares; 2025Q4: 10,089 shares; 2026Q1: 10,152 shares 10,152 $443K 0.01% +63 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,500 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 32,527 shares; 2025Q3: 32,527 shares; 2025Q4: 32,533 shares; 2026Q1: 32,533 shares 32,533 $439K 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: not reported; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,799 shares 1,799 $439K 0.01% new Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS 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: not reported; 2026Q1: 30,000 shares 30,000 $439K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 929 shares; 2026Q1: 1,270 shares 1,270 $438K 0.01% +341 Timeline USRT 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: 27,062 shares; 2024Q4: 13,526 shares; 2025Q1: 14,491 shares; 2025Q2: 10,537 shares; 2025Q3: 9,067 shares; 2025Q4: 9,026 shares; 2026Q1: 7,385 shares 7,385 $437K 0.01% -1,641 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: not reported; 2025Q1: 13,034 shares; 2025Q2: 10,622 shares; 2025Q3: 10,777 shares; 2025Q4: 11,017 shares; 2026Q1: 7,713 shares 7,713 $436K 0.01% -3,304 Timeline JEMA 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: 8,441 shares; 2025Q4: 8,394 shares; 2026Q1: 8,370 shares 8,370 $435K 0.01% -24 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,486 shares; 2025Q1: 12,215 shares; 2025Q2: 14,100 shares; 2025Q3: 14,349 shares; 2025Q4: 14,790 shares; 2026Q1: 12,960 shares 12,960 $435K 0.01% -1,830 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 7,421 shares; 2025Q4: 7,242 shares; 2026Q1: 6,920 shares 6,920 $434K 0.01% -322 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: 4,550 shares; 2026Q1: 4,752 shares 4,752 $432K 0.01% +202 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,836 shares; 2025Q2: 1,882 shares; 2025Q3: 2,038 shares; 2025Q4: 2,348 shares; 2026Q1: 2,336 shares 2,336 $432K 0.01% -12 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,329 shares; 2025Q3: 6,351 shares; 2025Q4: 6,376 shares; 2026Q1: 6,393 shares 6,393 $430K 0.01% +17 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 487 shares; 2025Q1: 550 shares; 2025Q2: 663 shares; 2025Q3: 718 shares; 2025Q4: 774 shares; 2026Q1: 764 shares 764 $430K 0.01% -10 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,194 shares; 2025Q1: 1,306 shares; 2025Q2: 1,090 shares; 2025Q3: 1,397 shares; 2025Q4: 1,229 shares; 2026Q1: 1,466 shares 1,466 $429K 0.01% +237 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 734 shares; 2025Q4: 1,086 shares; 2026Q1: 1,075 shares 1,075 $428K 0.01% -11 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: 3,175 shares; 2025Q4: 3,426 shares; 2026Q1: 4,103 shares 4,103 $426K 0.01% +677 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,214 shares; 2025Q2: 7,222 shares; 2025Q3: 7,746 shares; 2025Q4: 8,559 shares; 2026Q1: 6,968 shares 6,968 $425K 0.01% -1,591 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,772 shares; 2025Q4: 3,920 shares; 2026Q1: 5,189 shares 5,189 $425K 0.01% +1,269 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 14,953 shares; 2025Q1: 13,114 shares; 2025Q2: 13,114 shares; 2025Q3: 13,114 shares; 2025Q4: 13,114 shares; 2026Q1: 12,454 shares 12,454 $420K 0.01% -660 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,917 shares; 2025Q1: 5,351 shares; 2025Q2: 4,942 shares; 2025Q3: 4,953 shares; 2025Q4: 5,003 shares; 2026Q1: 4,626 shares 4,626 $419K 0.01% -377 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 971 shares; 2025Q4: 704 shares; 2026Q1: 710 shares 710 $418K 0.01% +6 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,419 shares; 2025Q3: 6,206 shares; 2025Q4: 7,253 shares; 2026Q1: 7,555 shares 7,555 $417K 0.01% +302 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: 434 shares; 2025Q2: 587 shares; 2025Q3: 630 shares; 2025Q4: 642 shares; 2026Q1: 572 shares 572 $417K 0.01% -70 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,074 shares; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 3,222 shares; 2025Q4: 3,323 shares; 2026Q1: 3,501 shares 3,501 $415K 0.01% +178 Timeline RLY 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: 23,613 shares; 2024Q4: 29,301 shares; 2025Q1: 16,905 shares; 2025Q2: 16,858 shares; 2025Q3: 12,073 shares; 2025Q4: 11,946 shares; 2026Q1: 11,441 shares 11,441 $414K 0.01% -505 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,117 shares; 2025Q1: 7,286 shares; 2025Q2: 7,286 shares; 2025Q3: 7,286 shares; 2025Q4: 10,716 shares; 2026Q1: 7,046 shares 7,046 $412K 0.01% -3,670 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,096 shares; 2025Q4: 4,096 shares; 2026Q1: 3,757 shares 3,757 $412K 0.01% -339 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 821 shares; 2025Q1: not reported; 2025Q2: 1,780 shares; 2025Q3: 1,872 shares; 2025Q4: 1,920 shares; 2026Q1: 2,405 shares 2,405 $412K 0.01% +485 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 3,835 shares; 2025Q1: 3,843 shares; 2025Q2: 4,153 shares; 2025Q3: 4,076 shares; 2025Q4: 4,119 shares; 2026Q1: 4,244 shares 4,244 $411K 0.01% +125 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 278 shares; 2025Q4: 279 shares; 2026Q1: 296 shares 296 $408K 0.01% +17 Timeline IUSG 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: 2,508 shares; 2025Q4: 2,714 shares; 2026Q1: 2,625 shares 2,625 $407K 0.01% -89 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 1,613 shares; 2025Q4: 1,608 shares; 2026Q1: 1,763 shares 1,763 $406K 0.01% +155 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,610 shares; 2025Q1: 6,542 shares; 2025Q2: 17,153 shares; 2025Q3: 7,130 shares; 2025Q4: 6,633 shares; 2026Q1: 5,734 shares 5,734 $405K 0.01% -899 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,203 shares; 2025Q4: 17,203 shares; 2026Q1: 17,012 shares 17,012 $402K 0.01% -191 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,810 shares; 2024Q4: 12,289 shares; 2025Q1: 12,565 shares; 2025Q2: 14,084 shares; 2025Q3: 19,091 shares; 2025Q4: 25,154 shares; 2026Q1: 43,738 shares 43,738 $399K 0.01% +18,584 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,580 shares; 2025Q4: 4,813 shares; 2026Q1: 3,982 shares 3,982 $399K 0.01% -831 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,416 shares; 2025Q1: 3,059 shares; 2025Q2: 3,554 shares; 2025Q3: 4,017 shares; 2025Q4: 4,416 shares; 2026Q1: 3,726 shares 3,726 $398K 0.01% -690 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,442 shares; 2025Q1: 2,457 shares; 2025Q2: 2,603 shares; 2025Q3: 2,973 shares; 2025Q4: 3,156 shares; 2026Q1: 3,549 shares 3,549 $395K 0.01% +393 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 14,152 shares; 2025Q3: 14,192 shares; 2025Q4: 14,292 shares; 2026Q1: 14,244 shares 14,244 $395K 0.01% -48 Timeline ACWX 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: 5,734 shares 5,734 $393K 0.01% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,407 shares; 2025Q1: 2,140 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 3,803 shares; 2026Q1: 3,806 shares 3,806 $393K 0.01% +3 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 2,433 shares; 2025Q1: 2,314 shares; 2025Q2: 2,325 shares; 2025Q3: 2,362 shares; 2025Q4: 2,214 shares; 2026Q1: 2,413 shares 2,413 $392K 0.01% +199 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,179 shares; 2024Q4: 18,977 shares; 2025Q1: 10,791 shares; 2025Q2: 17,133 shares; 2025Q3: 6,029 shares; 2025Q4: 5,287 shares; 2026Q1: 4,858 shares 4,858 $389K 0.01% -429 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 655 shares; 2025Q1: 709 shares; 2025Q2: 589 shares; 2025Q3: 706 shares; 2025Q4: 669 shares; 2026Q1: 796 shares 796 $386K 0.01% +127 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares; 2026Q1: 3,391 shares 3,391 $384K 0.01% +883 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 501 shares; 2025Q1: 517 shares; 2025Q2: 513 shares; 2025Q3: 441 shares; 2025Q4: 420 shares; 2026Q1: 361 shares 361 $382K 0.01% -59 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,796 shares; 2025Q2: 4,160 shares; 2025Q3: 4,158 shares; 2025Q4: 4,209 shares; 2026Q1: 4,141 shares 4,141 $382K 0.01% -68 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares 2,308 $377K 0.01% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,189 shares; 2024Q4: 12,244 shares; 2025Q1: 12,447 shares; 2025Q2: 12,022 shares; 2025Q3: 11,986 shares; 2025Q4: 11,986 shares; 2026Q1: 8,738 shares 8,738 $376K 0.01% -3,248 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 839 shares; 2025Q1: 1,745 shares; 2025Q2: 2,033 shares; 2025Q3: 1,937 shares; 2025Q4: 2,527 shares; 2026Q1: 1,888 shares 1,888 $374K 0.01% -639 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,285 shares; 2025Q4: 6,296 shares; 2026Q1: 6,836 shares 6,836 $373K 0.01% +540 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,680 shares; 2026Q1: 19,680 shares 19,680 $373K 0.01% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO 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: 12,615 shares 12,615 $369K 0.01% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,541 shares; 2026Q1: 13,574 shares 13,574 $369K 0.01% +5,033 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,183 shares; 2026Q1: 2,180 shares 2,180 $369K 0.01% -3 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,633 shares; 2025Q1: 1,659 shares; 2025Q2: 1,762 shares; 2025Q3: 1,755 shares; 2025Q4: 1,799 shares; 2026Q1: 1,879 shares 1,879 $368K 0.01% +80 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $368K 0.01% 0 Timeline CORP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,795 shares 3,795 $367K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,162 shares; 2025Q2: 1,187 shares; 2025Q3: 1,247 shares; 2025Q4: 1,473 shares; 2026Q1: 1,578 shares 1,578 $366K 0.01% +105 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,215 shares; 2025Q1: 7,545 shares; 2025Q2: 7,742 shares; 2025Q3: 7,771 shares; 2025Q4: 3,346 shares; 2026Q1: 3,579 shares 3,579 $366K 0.01% +233 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: 2,541 shares; 2025Q1: 2,472 shares; 2025Q2: 2,892 shares; 2025Q3: 3,162 shares; 2025Q4: 3,644 shares; 2026Q1: 3,451 shares 3,451 $363K <0.01% -193 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares; 2025Q4: 3,763 shares; 2026Q1: 3,763 shares 3,763 $362K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,101 shares; 2025Q2: 19,157 shares; 2025Q3: 19,266 shares; 2025Q4: 19,266 shares; 2026Q1: 19,283 shares 19,283 $362K <0.01% +17 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,500 shares; 2025Q2: 25,518 shares; 2025Q3: 24,655 shares; 2025Q4: 25,323 shares; 2026Q1: 25,289 shares 25,289 $360K <0.01% -34 Timeline CMDT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,066 shares 11,066 $357K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,467 shares 5,467 $355K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 157 shares; 2025Q1: 218 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 146 shares; 2026Q1: 204 shares 204 $353K <0.01% +58 Timeline BBAG 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: 7,729 shares; 2025Q4: 7,602 shares; 2026Q1: 7,598 shares 7,598 $351K <0.01% -4 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,473 shares; 2025Q1: 10,903 shares; 2025Q2: 12,750 shares; 2025Q3: 12,070 shares; 2025Q4: 10,327 shares; 2026Q1: 9,411 shares 9,411 $350K <0.01% -916 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 1,743 shares; 2025Q4: not reported; 2026Q1: 1,396 shares 1,396 $350K <0.01% new Timeline FLRN 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: 8,156 shares; 2024Q4: 8,156 shares; 2025Q1: 8,166 shares; 2025Q2: 8,362 shares; 2025Q3: 8,794 shares; 2025Q4: 9,709 shares; 2026Q1: 11,335 shares 11,335 $349K <0.01% +1,626 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,360 shares; 2025Q1: 1,520 shares; 2025Q2: 1,723 shares; 2025Q3: 1,891 shares; 2025Q4: 2,039 shares; 2026Q1: 2,219 shares 2,219 $349K <0.01% +180 Timeline IBND 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: 11,226 shares 11,226 $349K <0.01% new Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 9,015 shares; 2025Q1: 9,015 shares; 2025Q2: 9,015 shares; 2025Q3: 9,015 shares; 2025Q4: 9,015 shares; 2026Q1: 9,015 shares 9,015 $349K <0.01% 0 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,272 shares; 2025Q4: 14,021 shares; 2026Q1: 17,848 shares 17,848 $346K <0.01% +3,827 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,606 shares; 2025Q1: 5,491 shares; 2025Q2: 5,477 shares; 2025Q3: 8,326 shares; 2025Q4: 8,143 shares; 2026Q1: 7,582 shares 7,582 $345K <0.01% -561 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,870 shares; 2025Q4: 7,800 shares; 2026Q1: 7,700 shares 7,700 $345K <0.01% -100 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,013 shares 3,013 $344K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 2,373 shares; 2025Q2: 3,793 shares; 2025Q3: 3,432 shares; 2025Q4: 3,731 shares; 2026Q1: 2,894 shares 2,894 $342K <0.01% -837 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,099 shares 7,099 $342K <0.01% new 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: 4,064 shares; 2024Q4: 4,096 shares; 2025Q1: 4,190 shares; 2025Q2: 4,179 shares; 2025Q3: 4,221 shares; 2025Q4: 4,274 shares; 2026Q1: 4,309 shares 4,309 $339K <0.01% +35 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 979 shares; 2025Q1: 1,097 shares; 2025Q2: 1,079 shares; 2025Q3: 1,375 shares; 2025Q4: 1,558 shares; 2026Q1: 1,581 shares 1,581 $336K <0.01% +23 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,282 shares; 2024Q4: 4,599 shares; 2025Q1: 4,588 shares; 2025Q2: 4,803 shares; 2025Q3: 4,804 shares; 2025Q4: 4,910 shares; 2026Q1: 5,148 shares 5,148 $335K <0.01% +238 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 2,428 shares; 2025Q4: 2,464 shares; 2026Q1: 2,900 shares 2,900 $335K <0.01% +436 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,045 shares; 2025Q2: 1,021 shares; 2025Q3: 1,077 shares; 2025Q4: 1,138 shares; 2026Q1: 1,151 shares 1,151 $334K <0.01% +13 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,555 shares; 2025Q4: 11,913 shares; 2026Q1: 11,940 shares 11,940 $333K <0.01% +27 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,581 shares; 2026Q1: 8,662 shares 8,662 $331K <0.01% +81 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: not reported; 2024Q4: 13,590 shares; 2025Q1: 12,228 shares; 2025Q2: 13,264 shares; 2025Q3: 12,824 shares; 2025Q4: 13,956 shares; 2026Q1: 13,291 shares 13,291 $331K <0.01% -665 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares; 2026Q1: 1,825 shares 1,825 $331K <0.01% -42 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,053 shares; 2025Q1: 19,754 shares; 2025Q2: 8,352 shares; 2025Q3: 8,352 shares; 2025Q4: 8,352 shares; 2026Q1: 7,789 shares 7,789 $331K <0.01% -563 Timeline BBHY 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: 7,290 shares; 2025Q4: 7,222 shares; 2026Q1: 7,222 shares 7,222 $331K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,217 shares; 2025Q1: 910 shares; 2025Q2: 1,228 shares; 2025Q3: 1,078 shares; 2025Q4: 1,065 shares; 2026Q1: 1,045 shares 1,045 $328K <0.01% -20 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 894 shares; 2026Q1: 893 shares 893 $328K <0.01% -1 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 4,621 shares; 2025Q2: 4,753 shares; 2025Q3: 4,795 shares; 2025Q4: 4,522 shares; 2026Q1: 4,577 shares 4,577 $326K <0.01% +55 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,715 shares; 2025Q3: 3,643 shares; 2025Q4: 4,815 shares; 2026Q1: 4,781 shares 4,781 $325K <0.01% -34 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,915 shares 4,915 $325K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: not reported; 2025Q1: 4,002 shares; 2025Q2: 7,257 shares; 2025Q3: 9,663 shares; 2025Q4: 9,058 shares; 2026Q1: 8,835 shares 8,835 $325K <0.01% -223 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126 shares; 2025Q4: 1,208 shares; 2026Q1: 1,574 shares 1,574 $324K <0.01% +366 Timeline IJK 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: 3,431 shares; 2025Q3: 3,217 shares; 2025Q4: 3,218 shares; 2026Q1: 3,219 shares 3,219 $324K <0.01% +1 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,455 shares; 2025Q1: 2,474 shares; 2025Q2: 2,523 shares; 2025Q3: 2,667 shares; 2025Q4: 2,852 shares; 2026Q1: 3,514 shares 3,514 $320K <0.01% +662 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,491 shares; 2025Q4: 4,114 shares; 2026Q1: 5,233 shares 5,233 $320K <0.01% +1,119 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $320K <0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,194 shares; 2024Q4: 14,217 shares; 2025Q1: 14,194 shares; 2025Q2: 14,194 shares; 2025Q3: 14,194 shares; 2025Q4: 14,194 shares; 2026Q1: 14,294 shares 14,294 $319K <0.01% +100 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,380 shares; 2025Q3: 7,207 shares; 2025Q4: 7,255 shares; 2026Q1: 7,297 shares 7,297 $319K <0.01% +42 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,354 shares; 2024Q4: 14,946 shares; 2025Q1: 12,980 shares; 2025Q2: 11,934 shares; 2025Q3: 3,812 shares; 2025Q4: 3,116 shares; 2026Q1: 3,595 shares 3,595 $318K <0.01% +479 Timeline EDIV 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: 8,022 shares; 2024Q4: 8,022 shares; 2025Q1: 8,022 shares; 2025Q2: 8,022 shares; 2025Q3: 8,022 shares; 2025Q4: 8,022 shares; 2026Q1: 8,022 shares 8,022 $317K <0.01% 0 Timeline IWX 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: 2,870 shares; 2025Q4: 3,425 shares; 2026Q1: 3,402 shares 3,402 $315K <0.01% -23 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,299 shares; 2025Q1: 2,087 shares; 2025Q2: 1,876 shares; 2025Q3: 1,939 shares; 2025Q4: 1,948 shares; 2026Q1: 975 shares 975 $315K <0.01% -973 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: 10,820 shares; 2024Q4: 21,603 shares; 2025Q1: 21,666 shares; 2025Q2: 21,688 shares; 2025Q3: 21,926 shares; 2025Q4: 22,016 shares; 2026Q1: 21,629 shares 21,629 $314K <0.01% -387 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,949 shares; 2025Q3: 4,348 shares; 2025Q4: 5,750 shares; 2026Q1: 6,832 shares 6,832 $314K <0.01% +1,082 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: not reported; 2024Q4: 2,119 shares; 2025Q1: 2,113 shares; 2025Q2: 2,146 shares; 2025Q3: 2,133 shares; 2025Q4: 2,333 shares; 2026Q1: 2,133 shares 2,133 $312K <0.01% -200 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,353 shares; 2025Q1: 4,353 shares; 2025Q2: 7,259 shares; 2025Q3: 9,316 shares; 2025Q4: 6,642 shares; 2026Q1: 5,916 shares 5,916 $312K <0.01% -726 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $311K <0.01% 0 Timeline DMXF 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: 19,786 shares; 2025Q3: 4,069 shares; 2025Q4: 4,105 shares; 2026Q1: 4,105 shares 4,105 $310K <0.01% 0 Timeline VT 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: 2,571 shares; 2025Q4: 2,578 shares; 2026Q1: 2,232 shares 2,232 $309K <0.01% -346 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,096 shares; 2025Q1: 1,074 shares; 2025Q2: 1,108 shares; 2025Q3: 1,145 shares; 2025Q4: 1,510 shares; 2026Q1: 1,419 shares 1,419 $308K <0.01% -91 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,649 shares; 2025Q4: 5,371 shares; 2026Q1: 5,448 shares 5,448 $308K <0.01% +77 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,134 shares; 2024Q4: 22,134 shares; 2025Q1: 22,134 shares; 2025Q2: 22,158 shares; 2025Q3: 22,158 shares; 2025Q4: 22,158 shares; 2026Q1: 21,405 shares 21,405 $307K <0.01% -753 Timeline STPZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,289 shares; 2025Q4: 19,815 shares; 2026Q1: 5,600 shares 5,600 $303K <0.01% -14,215 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,360 shares 2,360 $300K <0.01% new Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,920 shares; 2026Q1: 6,896 shares 6,896 $300K <0.01% -24 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,419 shares; 2025Q1: 4,449 shares; 2025Q2: 4,600 shares; 2025Q3: 4,589 shares; 2025Q4: 4,634 shares; 2026Q1: 4,634 shares 4,634 $299K <0.01% 0 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: 8,824 shares; 2024Q4: 8,829 shares; 2025Q1: 8,575 shares; 2025Q2: 9,809 shares; 2025Q3: 6,251 shares; 2025Q4: 6,253 shares; 2026Q1: 5,732 shares 5,732 $299K <0.01% -521 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 18,000 shares; 2026Q1: 18,900 shares 18,900 $298K <0.01% +900 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,946 shares; 2025Q1: 6,537 shares; 2025Q2: 6,400 shares; 2025Q3: 6,052 shares; 2025Q4: 5,904 shares; 2026Q1: 4,917 shares 4,917 $297K <0.01% -987 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,194 shares; 2025Q1: 2,213 shares; 2025Q2: 2,266 shares; 2025Q3: 2,366 shares; 2025Q4: 2,862 shares; 2026Q1: 3,160 shares 3,160 $295K <0.01% +298 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,608 shares; 2026Q1: 12,668 shares 12,668 $294K <0.01% +60 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,713 shares; 2025Q1: 2,825 shares; 2025Q2: 3,308 shares; 2025Q3: 3,402 shares; 2025Q4: 3,588 shares; 2026Q1: 3,853 shares 3,853 $294K <0.01% +265 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,345 shares; 2025Q4: 6,506 shares; 2026Q1: 6,682 shares 6,682 $293K <0.01% +176 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 2,713 shares; 2025Q1: 2,609 shares; 2025Q2: 2,837 shares; 2025Q3: 2,839 shares; 2025Q4: 2,853 shares; 2026Q1: 2,875 shares 2,875 $292K <0.01% +22 Timeline FEZ 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: 4,680 shares; 2024Q4: 4,680 shares; 2025Q1: 4,680 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares; 2026Q1: 4,680 shares 4,680 $291K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 948 shares 948 $288K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 754 shares 754 $286K <0.01% +31 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,150 shares; 2025Q3: 4,457 shares; 2025Q4: 4,457 shares; 2026Q1: 4,557 shares 4,557 $285K <0.01% +100 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,137 shares; 2025Q3: 5,149 shares; 2025Q4: 5,161 shares; 2026Q1: 5,161 shares 5,161 $285K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,436 shares 1,436 $285K <0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,990 shares; 2025Q4: 5,225 shares; 2026Q1: 5,252 shares 5,252 $284K <0.01% +27 Timeline FFTY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $284K <0.01% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $284K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,167 shares; 2026Q1: 3,349 shares 3,349 $283K <0.01% +182 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,669 shares; 2025Q2: 5,695 shares; 2025Q3: 4,223 shares; 2025Q4: 4,168 shares; 2026Q1: 4,384 shares 4,384 $283K <0.01% +216 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,194 shares; 2025Q2: 1,191 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares; 2026Q1: 1,191 shares 1,191 $281K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,729 shares; 2025Q3: 1,611 shares; 2025Q4: 1,595 shares; 2026Q1: 1,941 shares 1,941 $281K <0.01% +346 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 998 shares; 2025Q3: 980 shares; 2025Q4: 1,014 shares; 2026Q1: 1,027 shares 1,027 $280K <0.01% +13 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 285 shares; 2026Q1: 255 shares 255 $279K <0.01% -30 Timeline SCHK 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: 4,063 shares; 2024Q4: 8,153 shares; 2025Q1: 8,178 shares; 2025Q2: 8,220 shares; 2025Q3: 8,244 shares; 2025Q4: 8,244 shares; 2026Q1: 8,876 shares 8,876 $278K <0.01% +632 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA 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: 8,308 shares 8,308 $278K <0.01% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,914 shares; 2025Q4: 4,726 shares; 2026Q1: 5,382 shares 5,382 $276K <0.01% +656 Timeline FOXA FOX CORP More: the full row for FOX 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: 3,648 shares; 2025Q4: 4,279 shares; 2026Q1: 4,724 shares 4,724 $276K <0.01% +445 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: not reported; 2025Q4: 236 shares; 2026Q1: 252 shares 252 $275K <0.01% +16 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: not reported; 2025Q1: 5,704 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,876 shares; 2026Q1: 6,032 shares 6,032 $275K <0.01% +156 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: 1,211 shares; 2025Q3: 1,257 shares; 2025Q4: 953 shares; 2026Q1: 914 shares 914 $272K <0.01% -39 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,485 shares; 2025Q4: 1,599 shares; 2026Q1: 1,666 shares 1,666 $270K <0.01% +67 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,539 shares; 2025Q1: 2,736 shares; 2025Q2: 3,242 shares; 2025Q3: 2,900 shares; 2025Q4: 2,714 shares; 2026Q1: 2,651 shares 2,651 $269K <0.01% -63 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE 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: not reported; 2025Q4: not reported; 2026Q1: 1,694 shares 1,694 $266K <0.01% new Timeline EWJV 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: 6,239 shares 6,239 $266K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,434 shares; 2025Q2: 6,452 shares; 2025Q3: 7,327 shares; 2025Q4: 7,695 shares; 2026Q1: 5,424 shares 5,424 $266K <0.01% -2,271 Timeline HYMB 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: 14,973 shares; 2025Q1: 15,212 shares; 2025Q2: 12,995 shares; 2025Q3: 11,623 shares; 2025Q4: 11,585 shares; 2026Q1: 10,691 shares 10,691 $265K <0.01% -894 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,243 shares; 2025Q1: 25,766 shares; 2025Q2: 19,397 shares; 2025Q3: 15,228 shares; 2025Q4: 7,224 shares; 2026Q1: 5,932 shares 5,932 $265K <0.01% -1,292 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,993 shares; 2025Q1: 2,427 shares; 2025Q2: 2,778 shares; 2025Q3: 2,770 shares; 2025Q4: 1,239 shares; 2026Q1: 1,211 shares 1,211 $265K <0.01% -28 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 5,655 shares 5,655 $264K <0.01% new Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,507 shares; 2025Q4: 3,560 shares; 2026Q1: 3,460 shares 3,460 $260K <0.01% -100 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,827 shares; 2026Q1: 10,117 shares 10,117 $259K <0.01% -1,710 Timeline JIRE 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: 3,676 shares; 2025Q4: 3,658 shares; 2026Q1: 3,409 shares 3,409 $258K <0.01% -249 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: 1,122 shares; 2025Q3: 1,123 shares; 2025Q4: 1,144 shares; 2026Q1: 1,145 shares 1,145 $258K <0.01% +1 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,068 shares; 2024Q4: 14,164 shares; 2025Q1: 8,101 shares; 2025Q2: 7,204 shares; 2025Q3: 7,108 shares; 2025Q4: 7,654 shares; 2026Q1: 5,142 shares 5,142 $257K <0.01% -2,512 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: 3,772 shares; 2025Q4: 3,822 shares; 2026Q1: 3,822 shares 3,822 $256K <0.01% 0 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,262 shares 6,262 $255K <0.01% new Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,510 shares 1,510 $255K <0.01% new Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 16,900 shares; 2025Q1: 15,103 shares; 2025Q2: 15,103 shares; 2025Q3: 15,100 shares; 2025Q4: 15,100 shares; 2026Q1: 15,100 shares 15,100 $254K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,594 shares; 2025Q3: not reported; 2025Q4: 1,268 shares; 2026Q1: 1,377 shares 1,377 $252K <0.01% +109 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,387 shares; 2025Q3: not reported; 2025Q4: 1,229 shares; 2026Q1: 1,198 shares 1,198 $250K <0.01% -31 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,366 shares; 2025Q4: 9,664 shares; 2026Q1: 10,466 shares 10,466 $249K <0.01% +802 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 917 shares; 2025Q1: 923 shares; 2025Q2: 1,096 shares; 2025Q3: 1,150 shares; 2025Q4: 1,142 shares; 2026Q1: 1,110 shares 1,110 $249K <0.01% -32 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 983 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,988 shares 1,988 $248K <0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,925 shares 11,925 $247K <0.01% new Timeline VIS 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: 722 shares; 2025Q4: 739 shares; 2026Q1: 790 shares 790 $247K <0.01% +51 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: not reported; 2025Q1: 1,361 shares; 2025Q2: 1,475 shares; 2025Q3: 1,576 shares; 2025Q4: 1,574 shares; 2026Q1: 1,632 shares 1,632 $245K <0.01% +58 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 725 shares; 2025Q3: 665 shares; 2025Q4: 735 shares; 2026Q1: 734 shares 734 $245K <0.01% -1 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to 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: 3,342 shares 3,342 $245K <0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $244K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,433 shares; 2026Q1: 2,293 shares 2,293 $243K <0.01% -140 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,118 shares; 2025Q2: 8,118 shares; 2025Q3: 8,118 shares; 2025Q4: 8,118 shares; 2026Q1: 8,118 shares 8,118 $242K <0.01% 0 Timeline UBFO UNITED SEC BANCSHARES CALIF More: the full row for UNITED SEC BANCSHARES CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $242K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,792 shares; 2025Q4: 1,770 shares; 2026Q1: 1,764 shares 1,764 $241K <0.01% -6 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 3,026 shares; 2025Q2: 3,121 shares; 2025Q3: 3,078 shares; 2025Q4: 3,325 shares; 2026Q1: 5,075 shares 5,075 $241K <0.01% +1,750 Timeline DFCF 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: 12,790 shares; 2025Q4: 10,830 shares; 2026Q1: 5,660 shares 5,660 $239K <0.01% -5,170 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $239K <0.01% 0 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,360 shares; 2025Q4: 27,765 shares; 2026Q1: 24,837 shares 24,837 $238K <0.01% -2,928 Timeline GSSC 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: 15,091 shares; 2024Q4: 10,176 shares; 2025Q1: 11,314 shares; 2025Q2: 6,484 shares; 2025Q3: 6,018 shares; 2025Q4: 5,871 shares; 2026Q1: 3,193 shares 3,193 $238K <0.01% -2,678 Timeline RSPT 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: 5,256 shares; 2025Q3: 5,256 shares; 2025Q4: 5,256 shares; 2026Q1: 5,256 shares 5,256 $238K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 874 shares; 2025Q4: not reported; 2026Q1: 1,101 shares 1,101 $238K <0.01% new Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to 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: 5,307 shares 5,307 $237K <0.01% new Timeline IAGG 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: 4,963 shares; 2025Q3: 4,564 shares; 2025Q4: 5,191 shares; 2026Q1: 4,733 shares 4,733 $237K <0.01% -458 Timeline IEV 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: 3,439 shares; 2025Q3: 3,439 shares; 2025Q4: 3,477 shares; 2026Q1: 3,477 shares 3,477 $236K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825 shares; 2026Q1: 1,485 shares 1,485 $235K <0.01% -340 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,796 shares 2,796 $234K <0.01% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares 5,180 $234K <0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,202 shares 6,202 $231K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 1,485 shares; 2025Q3: 1,465 shares; 2025Q4: 1,455 shares; 2026Q1: 1,511 shares 1,511 $230K <0.01% +56 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 907 shares; 2026Q1: 901 shares 901 $229K <0.01% -6 Timeline DFUV 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: 4,693 shares; 2026Q1: 4,710 shares 4,710 $228K <0.01% +17 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: not reported; 2025Q1: 934 shares; 2025Q2: 1,361 shares; 2025Q3: 1,480 shares; 2025Q4: 1,550 shares; 2026Q1: 841 shares 841 $228K <0.01% -709 Timeline KORU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $227K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 2,594 shares 2,594 $227K <0.01% +178 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC 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: 5,010 shares; 2026Q1: 4,287 shares 4,287 $226K <0.01% -723 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,795 shares 6,795 $226K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,340 shares 10,340 $224K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,286 shares; 2025Q3: 10,960 shares; 2025Q4: not reported; 2026Q1: 9,947 shares 9,947 $224K <0.01% new Timeline IBTG 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: 9,731 shares 9,731 $223K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,057 shares; 2026Q1: 8,501 shares 8,501 $222K <0.01% +444 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares 1,836 $222K <0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 918 shares; 2025Q2: 965 shares; 2025Q3: 1,001 shares; 2025Q4: 960 shares; 2026Q1: 892 shares 892 $222K <0.01% -68 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,270 shares 5,270 $221K <0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,195 shares; 2024Q4: 10,425 shares; 2025Q1: 5,496 shares; 2025Q2: 7,651 shares; 2025Q3: 3,714 shares; 2025Q4: 3,822 shares; 2026Q1: 3,687 shares 3,687 $220K <0.01% -135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 536 shares; 2026Q1: 611 shares 611 $219K <0.01% +75 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,741 shares; 2024Q4: 4,422 shares; 2025Q1: 3,765 shares; 2025Q2: 2,441 shares; 2025Q3: 2,347 shares; 2025Q4: 2,657 shares; 2026Q1: 1,105 shares 1,105 $219K <0.01% -1,552 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,941 shares; 2025Q4: 2,513 shares; 2026Q1: 1,982 shares 1,982 $218K <0.01% -531 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 11,458 shares; 2025Q2: 11,742 shares; 2025Q3: 13,173 shares; 2025Q4: 13,523 shares; 2026Q1: 13,681 shares 13,681 $218K <0.01% +158 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 759 shares 759 $218K <0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,937 shares; 2025Q3: not reported; 2025Q4: 2,548 shares; 2026Q1: 2,652 shares 2,652 $217K <0.01% +104 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,812 shares; 2026Q1: 12,953 shares 12,953 $217K <0.01% +141 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,653 shares; 2025Q3: 15,050 shares; 2025Q4: 18,750 shares; 2026Q1: 19,119 shares 19,119 $216K <0.01% +369 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 595 shares 595 $216K <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: not reported; 2024Q4: 2,508 shares; 2025Q1: 4,473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,255 shares 2,255 $216K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 394 shares 394 $213K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,342 shares 2,342 $211K <0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 4,471 shares; 2026Q1: 4,462 shares 4,462 $210K <0.01% -9 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO 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: 3,580 shares 3,580 $209K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,470 shares 2,470 $209K <0.01% new Timeline SPAB 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: 8,143 shares; 2026Q1: 8,143 shares 8,143 $209K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,815 shares 8,815 $208K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,370 shares; 2025Q1: 1,155 shares; 2025Q2: 1,456 shares; 2025Q3: 1,268 shares; 2025Q4: 1,376 shares; 2026Q1: 867 shares 867 $208K <0.01% -509 Timeline IBTH 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: 9,262 shares 9,262 $208K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $208K <0.01% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,339 shares 2,339 $206K <0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 2,783 shares 2,783 $205K <0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,421 shares 1,421 $203K <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: 68,368 shares; 2024Q4: 7,368 shares; 2025Q1: 9,489 shares; 2025Q2: 8,357 shares; 2025Q3: 5,806 shares; 2025Q4: 10,189 shares; 2026Q1: 5,062 shares 5,062 $203K <0.01% -5,127 Timeline TFI 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: 10,425 shares; 2025Q1: 8,729 shares; 2025Q2: 8,203 shares; 2025Q3: not reported; 2025Q4: 10,771 shares; 2026Q1: 4,464 shares 4,464 $202K <0.01% -6,307 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,355 shares 4,355 $202K <0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,950 shares; 2025Q1: 1,792 shares; 2025Q2: 1,574 shares; 2025Q3: 1,414 shares; 2025Q4: not reported; 2026Q1: 1,663 shares 1,663 $202K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,167 shares; 2025Q3: 1,421 shares; 2025Q4: not reported; 2026Q1: 1,344 shares 1,344 $202K <0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,126 shares; 2025Q1: 4,188 shares; 2025Q2: 5,069 shares; 2025Q3: 3,105 shares; 2025Q4: 3,092 shares; 2026Q1: 2,684 shares 2,684 $202K <0.01% -408 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,626 shares; 2024Q4: 24,773 shares; 2025Q1: 24,368 shares; 2025Q2: 24,433 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,037 shares 2,037 $202K <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,992 shares; 2025Q3: not reported; 2025Q4: 1,242 shares; 2026Q1: 1,177 shares 1,177 $201K <0.01% -65 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,483 shares; 2025Q1: not reported; 2025Q2: 1,886 shares; 2025Q3: 1,939 shares; 2025Q4: 2,285 shares; 2026Q1: 2,166 shares 2,166 $200K <0.01% -119 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,819 shares; 2025Q4: 13,268 shares; 2026Q1: 14,189 shares 14,189 $192K <0.01% +921 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: 11,587 shares; 2024Q4: 12,864 shares; 2025Q1: 13,227 shares; 2025Q2: 13,936 shares; 2025Q3: 14,022 shares; 2025Q4: 14,243 shares; 2026Q1: 14,188 shares 14,188 $189K <0.01% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,206 shares 12,206 $183K <0.01% new Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $182K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,268 shares; 2024Q4: 14,268 shares; 2025Q1: 14,914 shares; 2025Q2: 16,220 shares; 2025Q3: 17,747 shares; 2025Q4: 16,865 shares; 2026Q1: 17,191 shares 17,191 $172K <0.01% +326 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 28,855 shares; 2025Q3: 36,700 shares; 2025Q4: 21,750 shares; 2026Q1: 21,650 shares 21,650 $166K <0.01% -100 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 40,438 shares; 2025Q1: 40,581 shares; 2025Q2: 45,253 shares; 2025Q3: 47,394 shares; 2025Q4: 56,198 shares; 2026Q1: 15,947 shares 15,947 $164K <0.01% -40,251 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: 15,112 shares; 2025Q3: 15,379 shares; 2025Q4: 15,662 shares; 2026Q1: 15,958 shares 15,958 $162K <0.01% +296 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: 11,490 shares; 2025Q4: 12,442 shares; 2026Q1: 14,213 shares 14,213 $160K <0.01% +1,771 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,317 shares; 2024Q4: 30,317 shares; 2025Q1: 30,317 shares; 2025Q2: 31,283 shares; 2025Q3: 33,290 shares; 2025Q4: 33,234 shares; 2026Q1: 43,643 shares 43,643 $160K <0.01% +10,409 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW 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: 13,029 shares 13,029 $154K <0.01% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to 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: 14,360 shares 14,360 $148K <0.01% new 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: 11,897 shares; 2025Q3: 10,673 shares; 2025Q4: 11,274 shares; 2026Q1: 12,982 shares 12,982 $130K <0.01% +1,708 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 15,170 shares 15,170 $125K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,336 shares; 2025Q2: 85,955 shares; 2025Q3: 85,955 shares; 2025Q4: 85,955 shares; 2026Q1: 85,955 shares 85,955 $120K <0.01% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 12,496 shares 12,496 $112K <0.01% new Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES 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: 21,376 shares 21,376 $112K <0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,855 shares 12,855 $103K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO 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: 15,272 shares; 2025Q4: 26,957 shares; 2026Q1: 46,231 shares 46,231 $98K <0.01% +19,274 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION 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: 10,000 shares; 2025Q4: 15,000 shares; 2026Q1: 20,000 shares 20,000 $95.8K <0.01% +5,000 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 18,217 shares; 2025Q3: 18,217 shares; 2025Q4: 21,217 shares; 2026Q1: 22,717 shares 22,717 $87.9K <0.01% +1,500 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to 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: 13,352 shares 13,352 $80.5K <0.01% new Timeline AIFA ALLIED GAMING & ENTRTNMNT IN More: the full row for ALLIED GAMING & ENTRTNMNT 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: 641,500 shares; 2025Q4: 549,500 shares; 2026Q1: 290,500 shares 290,500 $79.4K <0.01% -259,000 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,658 shares; 2024Q4: 13,408 shares; 2025Q1: 13,408 shares; 2025Q2: 13,534 shares; 2025Q3: 13,349 shares; 2025Q4: 13,408 shares; 2026Q1: 13,577 shares 13,577 $62.5K <0.01% +169 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 16,837 shares 16,837 $59.6K <0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV 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: 15,581 shares; 2026Q1: 19,777 shares 19,777 $57.7K <0.01% +4,196 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,082 shares; 2026Q1: 10,200 shares 10,200 $55.2K <0.01% +118 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,039 shares; 2025Q3: 17,020 shares; 2025Q4: 17,020 shares; 2026Q1: 17,000 shares 17,000 $52.4K <0.01% -20 Timeline TTRX TURN THERAPEUTICS INC More: the full row for TURN 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: not reported; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $51.2K <0.01% 0 Timeline FOCL EDAP TMS S A More: the full row for EDAP TMS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $50.2K <0.01% 0 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE 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: 17,355 shares 17,355 $43.9K <0.01% new Timeline SGMO SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,300 shares; 2024Q4: 41,300 shares; 2025Q1: 41,300 shares; 2025Q2: 41,300 shares; 2025Q3: 41,300 shares; 2025Q4: 41,400 shares; 2026Q1: 41,400 shares 41,400 $10.2K <0.01% 0 Timeline TBH BRAG HSE HLDGS INC More: the full row for BRAG HSE 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: 41,048 shares; 2025Q3: 21,048 shares; 2025Q4: 21,048 shares; 2026Q1: 21,048 shares 21,048 $5.61K <0.01% 0 Timeline