PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 186 shares; 2025Q2: 181 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $31.2K <0.01% 0 Timeline FELC 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: restricted; 2024Q4: 855 shares; 2025Q1: 857 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares 859 $31.2K <0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 917 shares 917 $31.1K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 410 shares; 2025Q1: 376 shares; 2025Q2: 337 shares; 2025Q3: 324 shares; 2025Q4: 343 shares; 2026Q1: 344 shares 344 $31.1K <0.01% +1 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 560 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 448 shares; 2026Q1: 448 shares 448 $31.1K <0.01% 0 Timeline EWS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,959 shares; 2025Q4: 157,209 shares; 2026Q1: 1,101 shares 1,101 $31.1K <0.01% -156,108 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 892 shares 892 $31K <0.01% +60 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,398 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,324 shares; 2026Q1: 1,326 shares 1,326 $30.5K <0.01% +2 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $30.4K <0.01% 0 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $30.4K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,860 shares; 2025Q1: 1,485 shares; 2025Q2: 2,310 shares; 2025Q3: 12,014 shares; 2025Q4: 1,805 shares; 2026Q1: 1,143 shares 1,143 $30.3K <0.01% -662 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $30.2K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $30.2K <0.01% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $30K <0.01% 0 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,178 shares 1,178 $29.6K <0.01% new Timeline ZIVO ZIVO BIOSCIENCE, INC. COM PAR More: the full row for ZIVO BIOSCIENCE, INC. COM PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares 4,360 $29.4K <0.01% 0 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: restricted; 2024Q4: 922 shares; 2025Q1: 22 shares; 2025Q2: 273 shares; 2025Q3: 171 shares; 2025Q4: 34 shares; 2026Q1: 17 shares 17 $29.4K <0.01% -17 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 908 shares 908 $29.3K <0.01% new Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,877 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares 1,645 $29.2K <0.01% 0 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $29.2K <0.01% new 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: restricted; 2024Q4: 1,370 shares; 2025Q1: 425 shares; 2025Q2: 562 shares; 2025Q3: 170 shares; 2025Q4: 175 shares; 2026Q1: 170 shares 170 $29.1K <0.01% -5 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 190 shares; 2025Q2: 280 shares; 2025Q3: 354 shares; 2025Q4: 151 shares; 2026Q1: 142 shares 142 $29.1K <0.01% -9 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $29.1K <0.01% 0 Timeline PCY 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: restricted; 2024Q4: 260 shares; 2025Q1: 151,353 shares; 2025Q2: 583 shares; 2025Q3: 663 shares; 2025Q4: 7,447 shares; 2026Q1: 1,389 shares 1,389 $29K <0.01% -6,058 Timeline DFGP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 533 shares 533 $28.8K <0.01% new Timeline BILZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $28.8K <0.01% 0 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 756 shares; 2026Q1: 756 shares 756 $28.7K <0.01% 0 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $28.5K <0.01% 0 Timeline TFJL 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: restricted; 2024Q4: 1,102 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,445 shares 1,445 $28.5K <0.01% +335 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $28.4K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,602 shares; 2025Q1: 7,686 shares; 2025Q2: 9,231 shares; 2025Q3: 209 shares; 2025Q4: 226 shares; 2026Q1: 1,655 shares 1,655 $28.4K <0.01% +1,429 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,437 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $28.4K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 484 shares; 2025Q2: 2,464 shares; 2025Q3: 3,216 shares; 2025Q4: 597 shares; 2026Q1: 501 shares 501 $28.3K <0.01% -96 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 738 shares; 2026Q1: 592 shares 592 $28.3K <0.01% -146 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 36 shares; 2025Q2: 49 shares; 2025Q3: 70 shares; 2025Q4: 129 shares; 2026Q1: 132 shares 132 $28.3K <0.01% +3 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 162 shares 162 $28.1K <0.01% +55 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: restricted; 2024Q4: 4,765 shares; 2025Q1: 4,669 shares; 2025Q2: 6,278 shares; 2025Q3: 9,038 shares; 2025Q4: 8,340 shares; 2026Q1: 2,799 shares 2,799 $28.1K <0.01% -5,541 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 52 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $27.8K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,726 shares; 2025Q1: 40,515 shares; 2025Q2: 38,144 shares; 2025Q3: 4,300 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $27.8K <0.01% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,175 shares; 2025Q1: 5,175 shares; 2025Q2: 5,175 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares 5,175 $27.7K <0.01% 0 Timeline ERH ALLSPRING UTILITIES AND HIGH More: the full row for ALLSPRING UTILITIES AND HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,290 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares 2,290 $27.7K <0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: 2,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 8,150 shares; 2026Q1: 3,150 shares 3,150 $27.7K <0.01% -5,000 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,133 shares; 2025Q1: 12,497 shares; 2025Q2: 9,562 shares; 2025Q3: 9,562 shares; 2025Q4: 9,562 shares; 2026Q1: 4,933 shares 4,933 $27.6K <0.01% -4,629 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 827 shares; 2025Q1: 833 shares; 2025Q2: 815 shares; 2025Q3: 821 shares; 2025Q4: 1,067 shares; 2026Q1: 1,061 shares 1,061 $27.6K <0.01% -6 Timeline MOO 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: restricted; 2024Q4: 545 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 326 shares; 2026Q1: 326 shares 326 $27.5K <0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 191 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $27.3K <0.01% 0 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,089 shares; 2026Q1: 3,147 shares 3,147 $27.3K <0.01% +58 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,900 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares 2,842 $27.3K <0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261 $27.2K <0.01% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,044 shares; 2025Q1: 1,462 shares; 2025Q2: 1,250 shares; 2025Q3: 588 shares; 2025Q4: 565 shares; 2026Q1: 546 shares 546 $27.2K <0.01% -19 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares 911 $27.2K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 553 shares 553 $27.1K <0.01% +153 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: restricted; 2024Q4: 842 shares; 2025Q1: 890 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 877 shares 877 $27K <0.01% +592 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,036 shares; 2025Q1: 5,686 shares; 2025Q2: 5,411 shares; 2025Q3: 5,361 shares; 2025Q4: 5,244 shares; 2026Q1: 4,653 shares 4,653 $26.9K <0.01% -591 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: restricted; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 603 shares; 2026Q1: 603 shares 603 $26.9K <0.01% 0 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: restricted; 2024Q4: 324 shares; 2025Q1: 323 shares; 2025Q2: 315 shares; 2025Q3: 723 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573 $26.7K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 677 shares 677 $26.7K <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: restricted; 2024Q4: 94 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 1,714 shares; 2025Q4: 1,764 shares; 2026Q1: 1,419 shares 1,419 $26.6K <0.01% -345 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 654 shares; 2025Q1: 671 shares; 2025Q2: 649 shares; 2025Q3: 656 shares; 2025Q4: 669 shares; 2026Q1: 700 shares 700 $26.6K <0.01% +31 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $26.6K <0.01% 0 Timeline ARTY 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: restricted; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 571 shares; 2026Q1: 571 shares 571 $26.6K <0.01% 0 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,986 shares; 2025Q1: 1,986 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares; 2026Q1: 2,236 shares 2,236 $26.6K <0.01% 0 Timeline GLV CLOUGH GLOBAL DIVID & INCOME More: the full row for CLOUGH GLOBAL DIVID & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,465 shares; 2025Q1: 5,465 shares; 2025Q2: 4,485 shares; 2025Q3: 4,485 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares 4,485 $26.6K <0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 480 shares; 2025Q2: 565 shares; 2025Q3: 606 shares; 2025Q4: 616 shares; 2026Q1: 653 shares 653 $26.5K <0.01% +37 Timeline ZMAY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares 1,029 $26.4K <0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 1,350 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares 1,032 $26.3K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 630 shares; 2025Q1: 330 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $26.1K <0.01% 0 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $25.7K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,388 shares; 2025Q1: 710 shares; 2025Q2: 559 shares; 2025Q3: 404 shares; 2025Q4: 543 shares; 2026Q1: 378 shares 378 $25.7K <0.01% -165 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,186 shares; 2025Q1: 1,388 shares; 2025Q2: 1,394 shares; 2025Q3: 1,400 shares; 2025Q4: 1,407 shares; 2026Q1: 1,412 shares 1,412 $25.7K <0.01% +5 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 571 shares 571 $25.4K <0.01% +5 Timeline GTOP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 697 shares 697 $25.2K <0.01% new Timeline PLTW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 956 shares; 2025Q4: 1,084 shares; 2026Q1: 995 shares 995 $25.2K <0.01% -89 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: restricted; 2024Q4: 28,893 shares; 2025Q1: 436 shares; 2025Q2: 423 shares; 2025Q3: 498 shares; 2025Q4: 198 shares; 2026Q1: 656 shares 656 $25.2K <0.01% +458 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 642 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 334 shares 334 $25.2K <0.01% +100 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 258 shares 258 $25.2K <0.01% +208 Timeline INOV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares; 2026Q1: 725 shares 725 $25.2K <0.01% +232 Timeline SPXL 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: restricted; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $25.1K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 845 shares; 2026Q1: 931 shares 931 $25.1K <0.01% +86 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: restricted; 2024Q4: 54 shares; 2025Q1: 133 shares; 2025Q2: 134 shares; 2025Q3: 130 shares; 2025Q4: 104 shares; 2026Q1: 154 shares 154 $25K <0.01% +50 Timeline UFOX 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: restricted; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 385 shares; 2026Q1: 365 shares 365 $24.9K <0.01% -20 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $24.9K <0.01% 0 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,065 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,077 shares 1,077 $24.9K <0.01% +6 Timeline SNOV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $24.8K <0.01% new Timeline KOMP 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: restricted; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 279 shares; 2025Q3: 423 shares; 2025Q4: 430 shares; 2026Q1: 423 shares 423 $24.7K <0.01% -7 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $24.7K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares; 2026Q1: 79 shares 79 $24.7K <0.01% +17 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $24.6K <0.01% 0 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 4,751 shares; 2025Q4: 5,909 shares; 2026Q1: 1,283 shares 1,283 $24.6K <0.01% -4,626 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 183 shares; 2025Q2: 161 shares; 2025Q3: 206 shares; 2025Q4: 204 shares; 2026Q1: 205 shares 205 $24.5K <0.01% +1 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $24.4K <0.01% 0 Timeline RWR 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: restricted; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 247 shares; 2025Q4: 240 shares; 2026Q1: 238 shares 238 $24K <0.01% -2 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141 shares; 2025Q1: 154 shares; 2025Q2: 157 shares; 2025Q3: 151 shares; 2025Q4: 184 shares; 2026Q1: 244 shares 244 $24K <0.01% +60 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 628 shares; 2025Q2: 550 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 323 shares 323 $24K <0.01% -67 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,432 shares 1,432 $23.8K <0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 1,432 shares; 2025Q4: 1,317 shares; 2026Q1: 58 shares 58 $23.6K <0.01% -1,259 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 561 shares; 2025Q2: 410 shares; 2025Q3: 512 shares; 2025Q4: 245 shares; 2026Q1: 258 shares 258 $23.6K <0.01% +13 Timeline FARX ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 987 shares; 2025Q2: 927 shares; 2025Q3: 885 shares; 2025Q4: 844 shares; 2026Q1: 830 shares 830 $23.5K <0.01% -14 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 92,088 shares; 2025Q3: 75,063 shares; 2025Q4: 2,732 shares; 2026Q1: 973 shares 973 $23.5K <0.01% -1,759 Timeline PLTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,540 shares; 2025Q3: 747 shares; 2025Q4: 461 shares; 2026Q1: 607 shares 607 $23.4K <0.01% +146 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 36 shares; 2026Q1: 395 shares 395 $23.3K <0.01% +359 Timeline FTXL 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: restricted; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $23.3K <0.01% 0 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,295 shares; 2025Q4: 2,368 shares; 2026Q1: 2,362 shares 2,362 $23.1K <0.01% -6 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82 shares 82 $23.1K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 3,215 shares; 2025Q3: 263 shares; 2025Q4: 467 shares; 2026Q1: 613 shares 613 $23.1K <0.01% +146 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228 shares; 2025Q1: 231 shares; 2025Q2: 363 shares; 2025Q3: 141 shares; 2025Q4: 154 shares; 2026Q1: 399 shares 399 $23K <0.01% +245 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482 $22.9K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,128 shares; 2025Q1: 3,050 shares; 2025Q2: 2,745 shares; 2025Q3: 2,411 shares; 2025Q4: 2,249 shares; 2026Q1: 2,250 shares 2,250 $22.9K <0.01% +1 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 273 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $22.8K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,849 shares; 2025Q1: 2,559 shares; 2025Q2: 3,618 shares; 2025Q3: 4,369 shares; 2025Q4: 5,438 shares; 2026Q1: 1,005 shares 1,005 $22.8K <0.01% -4,433 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $22.8K <0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487 $22.7K <0.01% 0 Timeline AEXA AMERICAN EXCEPTIONALISM ACQU More: the full row for AMERICAN EXCEPTIONALISM ACQU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $22.7K <0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 575 shares; 2025Q2: 708 shares; 2025Q3: 691 shares; 2025Q4: 773 shares; 2026Q1: 774 shares 774 $22.7K <0.01% +1 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 28,586 shares; 2025Q2: 28,463 shares; 2025Q3: 28,409 shares; 2025Q4: 28,409 shares; 2026Q1: 28,409 shares 28,409 $22.7K <0.01% 0 Timeline SMMV 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: restricted; 2024Q4: 147 shares; 2025Q1: 155 shares; 2025Q2: 97 shares; 2025Q3: 93 shares; 2025Q4: 294 shares; 2026Q1: 519 shares 519 $22.6K <0.01% +225 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,668 shares; 2025Q1: 27,680 shares; 2025Q2: 1,449 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $22.6K <0.01% 0 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: 190 shares; 2026Q1: 136 shares 136 $22.6K <0.01% -54 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 9 shares; 2025Q2: 18 shares; 2025Q3: 17 shares; 2025Q4: 19 shares; 2026Q1: 37 shares 37 $22.4K <0.01% +18 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,864 shares 2,864 $22.3K <0.01% new Timeline GHYB 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: restricted; 2024Q4: 499 shares; 2025Q1: 495 shares; 2025Q2: 576 shares; 2025Q3: 565 shares; 2025Q4: 510 shares; 2026Q1: 499 shares 499 $22.2K <0.01% -11 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 463 shares 463 $22.2K <0.01% +400 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 406 shares; 2025Q2: 369 shares; 2025Q3: 370 shares; 2025Q4: 371 shares; 2026Q1: 365 shares 365 $22.2K <0.01% -6 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 67 shares; 2025Q2: 374 shares; 2025Q3: 344 shares; 2025Q4: 584 shares; 2026Q1: 532 shares 532 $22.2K <0.01% -52 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 340 shares; 2025Q1: 382 shares; 2025Q2: 255 shares; 2025Q3: 405 shares; 2025Q4: 480 shares; 2026Q1: 254 shares 254 $22.1K <0.01% -226 Timeline QMAR 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: restricted; 2024Q4: 677 shares; 2025Q1: 676 shares; 2025Q2: 674 shares; 2025Q3: 668 shares; 2025Q4: 659 shares; 2026Q1: 656 shares 656 $22.1K <0.01% -3 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 214 shares; 2026Q1: 214 shares 214 $22K <0.01% 0 Timeline QCOC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $22K <0.01% 0 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: restricted; 2024Q4: 2,445 shares; 2025Q1: 5,184 shares; 2025Q2: 2,280 shares; 2025Q3: 4,780 shares; 2025Q4: 3,530 shares; 2026Q1: 1,543 shares 1,543 $22K <0.01% -1,987 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 212 shares; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: not reported; 2026Q1: 3,311 shares 3,311 $22K <0.01% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $21.9K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,859 shares; 2026Q1: 1,891 shares 1,891 $21.9K <0.01% +32 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 343 shares; 2025Q1: 133 shares; 2025Q2: 296 shares; 2025Q3: 171 shares; 2025Q4: 132 shares; 2026Q1: 61 shares 61 $21.9K <0.01% -71 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 950 shares; 2026Q1: 400 shares 400 $21.9K <0.01% -550 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,320 shares; 2025Q1: 8,320 shares; 2025Q2: 8,320 shares; 2025Q3: 8,320 shares; 2025Q4: 8,320 shares; 2026Q1: 5,485 shares 5,485 $21.8K <0.01% -2,835 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233 shares 233 $21.7K <0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,070 shares; 2025Q1: 1,988 shares; 2025Q2: 1,130 shares; 2025Q3: 1,152 shares; 2025Q4: 2,295 shares; 2026Q1: 2,283 shares 2,283 $21.7K <0.01% -12 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 963 shares 963 $21.6K <0.01% -23 Timeline IAPR 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: restricted; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 682 shares 682 $21.6K <0.01% -50 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 257 shares; 2026Q1: 231 shares 231 $21.6K <0.01% -26 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,660 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 3,330 shares; 2025Q4: 6,330 shares; 2026Q1: 3,330 shares 3,330 $21.6K <0.01% -3,000 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,012 shares; 2025Q1: 1,864 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares 852 $21.5K <0.01% 0 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: restricted; 2024Q4: 104 shares; 2025Q1: 127 shares; 2025Q2: 119 shares; 2025Q3: 737 shares; 2025Q4: 53 shares; 2026Q1: 54 shares 54 $21.4K <0.01% +1 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 383 shares 383 $21.3K <0.01% +243 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $21.3K <0.01% 0 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191 shares 191 $21.3K <0.01% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 590 shares 590 $21.3K <0.01% new Timeline QJUN 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: restricted; 2024Q4: 703 shares; 2025Q1: 702 shares; 2025Q2: 703 shares; 2025Q3: 696 shares; 2025Q4: 690 shares; 2026Q1: 679 shares 679 $21.2K <0.01% -11 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 566 shares 566 $21.2K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,675 shares; 2025Q1: 325 shares; 2025Q2: 319 shares; 2025Q3: 322 shares; 2025Q4: 253 shares; 2026Q1: 200 shares 200 $21.1K <0.01% -53 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,578 shares; 2025Q1: 2,792 shares; 2025Q2: 1,731 shares; 2025Q3: 422 shares; 2025Q4: 299 shares; 2026Q1: 328 shares 328 $21.1K <0.01% +29 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: restricted; 2024Q4: 2,545 shares; 2025Q1: 3,188 shares; 2025Q2: 4,427 shares; 2025Q3: 7,185 shares; 2025Q4: 8,657 shares; 2026Q1: 90 shares 90 $20.9K <0.01% -8,567 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 461 shares; 2025Q1: 376 shares; 2025Q2: 457 shares; 2025Q3: 369 shares; 2025Q4: 370 shares; 2026Q1: 275 shares 275 $20.7K <0.01% -95 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 8,231 shares; 2026Q1: 399 shares 399 $20.6K <0.01% -7,832 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,815 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares; 2026Q1: 4,815 shares 4,815 $20.6K <0.01% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138 shares 138 $20.6K <0.01% new Timeline QDEC 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: restricted; 2024Q4: 729 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 716 shares; 2025Q4: 679 shares; 2026Q1: 654 shares 654 $20.6K <0.01% -25 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 186 shares; 2025Q2: 202 shares; 2025Q3: 203 shares; 2025Q4: 224 shares; 2026Q1: 228 shares 228 $20.6K <0.01% +4 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: restricted; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 122 shares; 2025Q3: 116 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $20.5K <0.01% 0 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: restricted; 2024Q4: 133 shares; 2025Q1: 134 shares; 2025Q2: 103 shares; 2025Q3: 90 shares; 2025Q4: 87 shares; 2026Q1: 46 shares 46 $20.4K <0.01% -41 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: restricted; 2024Q4: 75 shares; 2025Q1: 73 shares; 2025Q2: 80 shares; 2025Q3: 70 shares; 2025Q4: 99 shares; 2026Q1: 94 shares 94 $20.3K <0.01% -5 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares 1,483 $20.3K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 252 shares; 2025Q2: 90 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 160 shares 160 $20.2K <0.01% +66 Timeline HAP 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: restricted; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279 $20.2K <0.01% 0 Timeline DUHP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 549 shares 549 $20.2K <0.01% +548 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 387 shares; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 158 shares; 2026Q1: 195 shares 195 $20.2K <0.01% +37 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,950 shares; 2025Q4: 3,220 shares; 2026Q1: 980 shares 980 $20.1K <0.01% -2,240 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 35 shares 35 $20K <0.01% -50 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 473 shares; 2025Q1: 479 shares; 2025Q2: 722 shares; 2025Q3: 994 shares; 2025Q4: 252 shares; 2026Q1: 136 shares 136 $20K <0.01% -116 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 202 shares; 2025Q2: 151 shares; 2025Q3: 105 shares; 2025Q4: 181 shares; 2026Q1: 208 shares 208 $19.9K <0.01% +27 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 468 shares; 2025Q3: 1,341 shares; 2025Q4: 2,579 shares; 2026Q1: 1,793 shares 1,793 $19.9K <0.01% -786 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $19.8K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 382 shares; 2025Q4: 119 shares; 2026Q1: 167 shares 167 $19.8K <0.01% +48 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares; 2025Q4: 2,446 shares; 2026Q1: 1,446 shares 1,446 $19.8K <0.01% -1,000 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 223 shares; 2025Q3: 240 shares; 2025Q4: 278 shares; 2026Q1: 277 shares 277 $19.7K <0.01% -1 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 78 shares; 2025Q2: 63 shares; 2025Q3: 76 shares; 2025Q4: 77 shares; 2026Q1: 78 shares 78 $19.6K <0.01% +1 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146 shares 146 $19.5K <0.01% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 951 shares; 2025Q3: 3,164 shares; 2025Q4: 885 shares; 2026Q1: 585 shares 585 $19.4K <0.01% -300 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 227 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares 497 $19.4K <0.01% 0 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $19.3K <0.01% 0 Timeline STCE 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: restricted; 2024Q4: not reported; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 404 shares; 2026Q1: 369 shares 369 $19.2K <0.01% -35 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,467 shares; 2025Q1: 63,279 shares; 2025Q2: 740 shares; 2025Q3: 438 shares; 2025Q4: 434 shares; 2026Q1: 470 shares 470 $19.2K <0.01% +36 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 228 shares 228 $19.1K <0.01% +33 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $19K <0.01% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 358 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 362 shares; 2025Q4: 382 shares; 2026Q1: 385 shares 385 $19K <0.01% +3 Timeline UMAR 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: restricted; 2024Q4: 2,616 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares 476 $18.9K <0.01% new Timeline SPYX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $18.9K <0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 155 shares; 2025Q2: 151 shares; 2025Q3: 152 shares; 2025Q4: 302 shares; 2026Q1: 286 shares 286 $18.9K <0.01% -16 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: restricted; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $18.9K <0.01% 0 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: restricted; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 527 shares; 2026Q1: 421 shares 421 $18.8K <0.01% -106 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 153 shares; 2025Q3: 177 shares; 2025Q4: 161 shares; 2026Q1: 137 shares 137 $18.8K <0.01% -24 Timeline DGRS 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: restricted; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $18.7K <0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 451 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $18.7K <0.01% 0 Timeline DFIC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 526 shares 526 $18.7K <0.01% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,627 shares 2,627 $18.5K <0.01% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 88 shares; 2025Q2: 149 shares; 2025Q3: 120 shares; 2025Q4: 177 shares; 2026Q1: 410 shares 410 $18.4K <0.01% +233 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 359 shares; 2026Q1: 366 shares 366 $18.3K <0.01% +7 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 212 shares 212 $18.3K <0.01% +39 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: restricted; 2024Q4: 142 shares; 2025Q1: 634 shares; 2025Q2: 199 shares; 2025Q3: 703 shares; 2025Q4: 180 shares; 2026Q1: 232 shares 232 $18.3K <0.01% +52 Timeline YMM FULL TRUCK ALLIANCE CO LTD More: the full row for FULL TRUCK ALLIANCE CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 4,200 shares; 2026Q1: 2,200 shares 2,200 $18.3K <0.01% -2,000 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 249 shares; 2025Q2: 1,169 shares; 2025Q3: 1,278 shares; 2025Q4: 688 shares; 2026Q1: 228 shares 228 $18.3K <0.01% -460 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: 1,762 shares; 2025Q3: 1,460 shares; 2025Q4: 1,342 shares; 2026Q1: 429 shares 429 $18.3K <0.01% -913 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $18.2K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 172 shares; 2025Q3: 356 shares; 2025Q4: 388 shares; 2026Q1: 391 shares 391 $18.2K <0.01% +3 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: restricted; 2024Q4: 89 shares; 2025Q1: 101 shares; 2025Q2: 93 shares; 2025Q3: 98 shares; 2025Q4: 83 shares; 2026Q1: 87 shares 87 $18.2K <0.01% +4 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 21 shares; 2025Q2: 26 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 17 shares 17 $18.1K <0.01% -5 Timeline SPTB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 599 shares 599 $18.1K <0.01% -16 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 30 shares; 2025Q2: 16 shares; 2025Q3: 350 shares; 2025Q4: 370 shares; 2026Q1: 358 shares 358 $18.1K <0.01% -12 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $18.1K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $18.1K <0.01% new Timeline TEQI 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: restricted; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 400 shares 400 $18K <0.01% -60 Timeline QTJA 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: restricted; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633 $18K <0.01% 0 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,274 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,274 shares 1,274 $17.9K <0.01% 0 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $17.9K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,008 shares; 2025Q1: 999 shares; 2025Q2: 586 shares; 2025Q3: 469 shares; 2025Q4: 158 shares; 2026Q1: 129 shares 129 $17.9K <0.01% -29 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,897 shares; 2025Q1: 190 shares; 2025Q2: 6,360 shares; 2025Q3: 5,390 shares; 2025Q4: 680 shares; 2026Q1: 380 shares 380 $17.8K <0.01% -300 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 56 shares; 2025Q2: 30 shares; 2025Q3: 26 shares; 2025Q4: 6 shares; 2026Q1: 18 shares 18 $17.6K <0.01% +12 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,900 shares; 2025Q1: 4,067 shares; 2025Q2: 4,067 shares; 2025Q3: 901 shares; 2025Q4: 776 shares; 2026Q1: 776 shares 776 $17.6K <0.01% 0 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares 440 $17.6K <0.01% new Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $17.6K <0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 34 shares; 2025Q2: 72 shares; 2025Q3: 118 shares; 2025Q4: 151 shares; 2026Q1: 269 shares 269 $17.5K <0.01% +118 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $17.5K <0.01% 0 Timeline FTOH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,094 shares 2,094 $17.4K <0.01% new Timeline DDIV 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: restricted; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $17.4K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 408 shares; 2025Q1: 196 shares; 2025Q2: 233 shares; 2025Q3: 258 shares; 2025Q4: 278 shares; 2026Q1: 196 shares 196 $17.3K <0.01% -82 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 1,355 shares; 2025Q3: 605 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $17.3K <0.01% 0 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares; 2026Q1: 643 shares 643 $17.2K <0.01% +16 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: restricted; 2024Q4: 738 shares; 2025Q1: 1,045 shares; 2025Q2: 703 shares; 2025Q3: 740 shares; 2025Q4: 729 shares; 2026Q1: 719 shares 719 $17.1K <0.01% -10 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 559 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 902 shares; 2026Q1: 902 shares 902 $17.1K <0.01% 0 Timeline PQDI PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $17.1K <0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 305 shares 305 $17K <0.01% +128 Timeline IDEC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $17K <0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $17K <0.01% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 139 shares; 2025Q2: 543 shares; 2025Q3: 967 shares; 2025Q4: 350 shares; 2026Q1: 458 shares 458 $16.9K <0.01% +108 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 1,741 shares 1,741 $16.8K <0.01% +1,500 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492 $16.8K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 7,371 shares; 2025Q4: 7,371 shares; 2026Q1: 7,415 shares 7,415 $16.8K <0.01% +44 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,050 shares; 2025Q1: 11,200 shares; 2025Q2: 12,900 shares; 2025Q3: 18,555 shares; 2025Q4: 23,265 shares; 2026Q1: 1,500 shares 1,500 $16.7K <0.01% -21,765 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 72 shares; 2025Q2: 123 shares; 2025Q3: 102 shares; 2025Q4: 117 shares; 2026Q1: 77 shares 77 $16.7K <0.01% -40 Timeline IWN 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: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 37 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 88 shares 88 $16.7K <0.01% +21 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 101 shares; 2025Q2: 103 shares; 2025Q3: 86 shares; 2025Q4: 115 shares; 2026Q1: 120 shares 120 $16.7K <0.01% +5 Timeline VGK 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: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,173 shares; 2025Q2: 1,675 shares; 2025Q3: 1,574 shares; 2025Q4: 702 shares; 2026Q1: 201 shares 201 $16.6K <0.01% -501 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 103 shares; 2025Q2: 169 shares; 2025Q3: 174 shares; 2025Q4: 224 shares; 2026Q1: 311 shares 311 $16.6K <0.01% +87 Timeline QQXT 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: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 170 shares 170 $16.6K <0.01% +40 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: 159 shares; 2025Q2: 209 shares; 2025Q3: 262 shares; 2025Q4: 376 shares; 2026Q1: 506 shares 506 $16.6K <0.01% +130 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: restricted; 2024Q4: 9 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 6 shares; 2026Q1: 12 shares 12 $16.5K <0.01% +6 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 90 shares; 2026Q1: 193 shares 193 $16.5K <0.01% +103 Timeline DCMT DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 496 shares 496 $16.5K <0.01% new Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares 1,358 $16.5K <0.01% 0 Timeline VTWG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $16.5K <0.01% 0 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: restricted; 2024Q4: 232 shares; 2025Q1: 251 shares; 2025Q2: 332 shares; 2025Q3: 258 shares; 2025Q4: 237 shares; 2026Q1: 273 shares 273 $16.5K <0.01% +36 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,145 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares 1,465 $16.5K <0.01% 0 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 2,000 shares; 2025Q4: 2,500 shares; 2026Q1: 3,250 shares 3,250 $16.4K <0.01% +750 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: restricted; 2024Q4: 156 shares; 2025Q1: 211 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $16.4K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 332 shares 332 $16.4K <0.01% +300 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,242 shares; 2025Q1: 2,671 shares; 2025Q2: 568 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares 1,868 $16.4K <0.01% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 81 shares; 2025Q2: 76 shares; 2025Q3: 89 shares; 2025Q4: 88 shares; 2026Q1: 197 shares 197 $16.4K <0.01% +109 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 443 shares; 2026Q1: 399 shares 399 $16.2K <0.01% -44 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $16.2K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 44 shares; 2025Q2: 75 shares; 2025Q3: 101 shares; 2025Q4: 122 shares; 2026Q1: 226 shares 226 $16.2K <0.01% +104 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: restricted; 2024Q4: 571 shares; 2025Q1: 370 shares; 2025Q2: 258 shares; 2025Q3: 255 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $16.2K <0.01% 0 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 506 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $16.1K <0.01% 0 Timeline SLVP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,523 shares; 2026Q1: 452 shares 452 $16K <0.01% -70,071 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,082 shares; 2025Q1: 57,362 shares; 2025Q2: 1,299 shares; 2025Q3: 954 shares; 2025Q4: 832 shares; 2026Q1: 695 shares 695 $16K <0.01% -137 Timeline JPIE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,037 shares; 2025Q3: 30,985 shares; 2025Q4: 1,014 shares; 2026Q1: 347 shares 347 $16K <0.01% -667 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 269 shares 269 $15.9K <0.01% +201 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,288 shares; 2025Q1: 6,250 shares; 2025Q2: 9,282 shares; 2025Q3: 4,531 shares; 2025Q4: 4,541 shares; 2026Q1: 4,026 shares 4,026 $15.9K <0.01% -515 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 301 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $15.8K <0.01% 0 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: restricted; 2024Q4: 364 shares; 2025Q1: 191 shares; 2025Q2: 182 shares; 2025Q3: 200 shares; 2025Q4: 184 shares; 2026Q1: 148 shares 148 $15.8K <0.01% -36 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $15.8K <0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 294 shares; 2025Q1: 546 shares; 2025Q2: 248 shares; 2025Q3: 251 shares; 2025Q4: 245 shares; 2026Q1: 253 shares 253 $15.8K <0.01% +8 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 134 shares; 2025Q2: 69 shares; 2025Q3: 68 shares; 2025Q4: 105 shares; 2026Q1: 91 shares 91 $15.8K <0.01% -14 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,014 shares; 2025Q1: 818 shares; 2025Q2: 645 shares; 2025Q3: 720 shares; 2025Q4: 1,033 shares; 2026Q1: 911 shares 911 $15.7K <0.01% -122 Timeline XES 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: restricted; 2024Q4: 1 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 134 shares 134 $15.6K <0.01% -1 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,789 shares; 2025Q1: 302 shares; 2025Q2: 196 shares; 2025Q3: 199 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $15.5K <0.01% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,615 shares; 2025Q1: 6,019 shares; 2025Q2: 9,100 shares; 2025Q3: 5,850 shares; 2025Q4: 1,450 shares; 2026Q1: 1,200 shares 1,200 $15.4K <0.01% -250 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: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $15.3K <0.01% 0 Timeline EWA 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: restricted; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 548 shares 548 $15.2K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 812 shares; 2025Q1: 778 shares; 2025Q2: 472 shares; 2025Q3: 527 shares; 2025Q4: 405 shares; 2026Q1: 408 shares 408 $15.2K <0.01% +3 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 226 shares; 2026Q1: 164 shares 164 $15.1K <0.01% -62 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 1,021 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $15.1K <0.01% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $15.1K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 101 shares; 2026Q1: 102 shares 102 $15K <0.01% +1 Timeline RING 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: restricted; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 492 shares; 2026Q1: 190 shares 190 $15K <0.01% -302 Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 560 shares; 2025Q2: 869 shares; 2025Q3: 481 shares; 2025Q4: 381 shares; 2026Q1: 1,489 shares 1,489 $14.9K <0.01% +1,108 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: restricted; 2024Q4: 700 shares; 2025Q1: 22 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149 $14.9K <0.01% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares 201 $14.9K <0.01% new Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $14.8K <0.01% 0 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $14.8K <0.01% new Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 425 shares; 2025Q3: 440 shares; 2025Q4: 281 shares; 2026Q1: 312 shares 312 $14.7K <0.01% +31 Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,136 shares; 2025Q1: 11,136 shares; 2025Q2: 11,136 shares; 2025Q3: 11,136 shares; 2025Q4: 11,136 shares; 2026Q1: 11,136 shares 11,136 $14.7K <0.01% 0 Timeline JMTG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287 shares 287 $14.7K <0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 16 shares; 2025Q3: 957 shares; 2025Q4: 160 shares; 2026Q1: 169 shares 169 $14.7K <0.01% +9 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 98 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 49 shares 49 $14.7K <0.01% +1 Timeline GOVI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,074 shares; 2025Q3: 4,876 shares; 2025Q4: 3,224 shares; 2026Q1: 537 shares 537 $14.6K <0.01% -2,687 Timeline NVDU 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: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $14.5K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $14.4K <0.01% 0 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $14.4K <0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 5 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 26 shares; 2026Q1: 31 shares 31 $14.4K <0.01% +5 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,200 shares; 2025Q1: 15,700 shares; 2025Q2: 10,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $14.4K <0.01% 0 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $14.3K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 84 shares; 2025Q2: 37 shares; 2025Q3: 39 shares; 2025Q4: 48 shares; 2026Q1: 110 shares 110 $14.3K <0.01% +62 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: restricted; 2024Q4: 175 shares; 2025Q1: 153 shares; 2025Q2: 150 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 125 shares 125 $14.2K <0.01% +4 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 995 shares; 2025Q1: 1,110 shares; 2025Q2: 1,082 shares; 2025Q3: 1,027 shares; 2025Q4: 291 shares; 2026Q1: 307 shares 307 $14.2K <0.01% +16 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $14.2K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 97 shares; 2025Q4: 102 shares; 2026Q1: 196 shares 196 $14.2K <0.01% +94 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700 $14.2K <0.01% new Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 1,456 shares; 2026Q1: 694 shares 694 $14.2K <0.01% -762 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 56 shares; 2025Q2: 54 shares; 2025Q3: 55 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $14.2K <0.01% 0 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $14.1K <0.01% 0 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: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,322 shares; 2025Q2: 664 shares; 2025Q3: 1,099 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares 1,408 $14.1K <0.01% 0 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300 $14K <0.01% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 3,700 shares; 2025Q2: 3,711 shares; 2025Q3: 3,711 shares; 2025Q4: 14,211 shares; 2026Q1: 3,715 shares 3,715 $14K <0.01% -10,496 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $14K <0.01% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $14K <0.01% 0 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 481 shares 481 $13.9K <0.01% new Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 5,400 shares; 2025Q4: 2,000 shares; 2026Q1: 1,300 shares 1,300 $13.9K <0.01% -700 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 444 shares 444 $13.9K <0.01% new Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 492 shares 492 $13.9K <0.01% new Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 439 shares; 2025Q1: 433 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $13.9K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 46 shares; 2025Q2: 20 shares; 2025Q3: 143 shares; 2025Q4: 396 shares; 2026Q1: 97 shares 97 $13.9K <0.01% -299 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 444 shares 444 $13.9K <0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 241 shares; 2025Q2: 245 shares; 2025Q3: 249 shares; 2025Q4: 254 shares; 2026Q1: 259 shares 259 $13.9K <0.01% +5 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 479 shares; 2025Q2: 828 shares; 2025Q3: 503 shares; 2025Q4: 599 shares; 2026Q1: 600 shares 600 $13.8K <0.01% +1 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares 410 $13.8K <0.01% new Timeline IBAT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 406 shares 406 $13.8K <0.01% new Timeline ZAUG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $13.8K <0.01% 0 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $13.8K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $13.7K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 25 shares; 2025Q2: 38 shares; 2025Q3: 27 shares; 2025Q4: 33 shares; 2026Q1: 76 shares 76 $13.7K <0.01% +43 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 204 shares; 2025Q2: 78 shares; 2025Q3: 88 shares; 2025Q4: 77 shares; 2026Q1: 75 shares 75 $13.7K <0.01% -2 Timeline IXP 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: restricted; 2024Q4: 179 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $13.7K <0.01% 0 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $13.6K <0.01% 0 Timeline NAUG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 884 shares; 2025Q4: 543 shares; 2026Q1: 470 shares 470 $13.6K <0.01% -73 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $13.6K <0.01% 0 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 366 shares 366 $13.6K <0.01% new Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,647 shares; 2026Q1: 1,500 shares 1,500 $13.6K <0.01% -2,147 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267 shares 267 $13.5K <0.01% new Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $13.5K <0.01% 0 Timeline CSIQ CANADIAN SOLAR INC More: the full row for CANADIAN SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975 $13.5K <0.01% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,294 shares; 2025Q1: 872 shares; 2025Q2: 878 shares; 2025Q3: 887 shares; 2025Q4: 897 shares; 2026Q1: 905 shares 905 $13.5K <0.01% +8 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: restricted; 2024Q4: 61 shares; 2025Q1: 170 shares; 2025Q2: not reported; 2025Q3: 4,225 shares; 2025Q4: 5,856 shares; 2026Q1: 1,632 shares 1,632 $13.5K <0.01% -4,224 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,559 shares; 2025Q1: 2,668 shares; 2025Q2: 2,683 shares; 2025Q3: 2,750 shares; 2025Q4: 2,843 shares; 2026Q1: 2,914 shares 2,914 $13.3K <0.01% +71 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,117 shares; 2025Q1: 9,706 shares; 2025Q2: 7,973 shares; 2025Q3: 6,653 shares; 2025Q4: 497 shares; 2026Q1: 170 shares 170 $13.3K <0.01% -327 Timeline IZRL ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $13.3K <0.01% 0 Timeline APOC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $13.3K <0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: 101 shares; 2025Q2: 99 shares; 2025Q3: 149 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $13.2K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,176 shares; 2025Q3: 937 shares; 2025Q4: 811 shares; 2026Q1: 761 shares 761 $13.1K <0.01% -50 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 325 shares; 2025Q2: 318 shares; 2025Q3: 347 shares; 2025Q4: 457 shares; 2026Q1: 497 shares 497 $13.1K <0.01% +40 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,541 shares; 2025Q1: 14,369 shares; 2025Q2: 22,079 shares; 2025Q3: 29,897 shares; 2025Q4: 2,251 shares; 2026Q1: 1,601 shares 1,601 $13.1K <0.01% -650 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,229 shares; 2025Q1: 4,229 shares; 2025Q2: 4,229 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares 1,404 $13K <0.01% 0 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: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 24 shares 24 $12.9K <0.01% -9 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $12.9K <0.01% 0 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,581 shares; 2025Q1: 471 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares; 2026Q1: 452 shares 452 $12.9K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 489 shares; 2026Q1: 564 shares 564 $12.8K <0.01% +75 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,399 shares; 2025Q1: 4,594 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,594 shares; 2026Q1: 4,594 shares 4,594 $12.8K <0.01% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 23 shares; 2025Q2: 37 shares; 2025Q3: 32 shares; 2025Q4: 58 shares; 2026Q1: 156 shares 156 $12.8K <0.01% +98 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 101 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $12.8K <0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 391 shares; 2025Q3: 287 shares; 2025Q4: 284 shares; 2026Q1: 207 shares 207 $12.8K <0.01% -77 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 108 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $12.8K <0.01% 0 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 294 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares 149 $12.8K <0.01% new Timeline XBOC 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: restricted; 2024Q4: 9,360 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 366 shares; 2025Q4: 11,296 shares; 2026Q1: 388 shares 388 $12.8K <0.01% -10,908 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares 331 $12.7K <0.01% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 23 shares; 2025Q4: 59 shares; 2026Q1: 200 shares 200 $12.7K <0.01% +141 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 46 shares; 2025Q2: 84 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 174 shares 174 $12.7K <0.01% +25 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 746 shares; 2026Q1: 745 shares 745 $12.7K <0.01% -1 Timeline RWL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110 $12.6K <0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 423 shares; 2025Q2: 389 shares; 2025Q3: 330 shares; 2025Q4: 317 shares; 2026Q1: 280 shares 280 $12.6K <0.01% -37 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 653 shares; 2025Q1: 403 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $12.5K <0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $12.4K <0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 292 shares; 2025Q2: 278 shares; 2025Q3: 232 shares; 2025Q4: 269 shares; 2026Q1: 280 shares 280 $12.4K <0.01% +11 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,300 shares; 2025Q1: 2,800 shares; 2025Q2: 1,300 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $12.4K <0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 594 shares; 2025Q1: 619 shares; 2025Q2: 615 shares; 2025Q3: 624 shares; 2025Q4: 634 shares; 2026Q1: 643 shares 643 $12.4K <0.01% +9 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 280 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 463 shares; 2026Q1: 269 shares 269 $12.3K <0.01% -194 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 18 shares; 2025Q2: 111 shares; 2025Q3: 30 shares; 2025Q4: 22 shares; 2026Q1: 59 shares 59 $12.3K <0.01% +37 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 13 shares; 2025Q3: 12 shares; 2025Q4: 16 shares; 2026Q1: 35 shares 35 $12.3K <0.01% +19 Timeline APRH 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: restricted; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 199 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $12.3K <0.01% 0 Timeline DNL 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: restricted; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $12.3K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 12 shares; 2025Q3: 16 shares; 2025Q4: 20 shares; 2026Q1: 25 shares 25 $12.3K <0.01% +5 Timeline UMAY 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: restricted; 2024Q4: 7,268 shares; 2025Q1: 4,345 shares; 2025Q2: 994 shares; 2025Q3: 765 shares; 2025Q4: 558 shares; 2026Q1: 333 shares 333 $12.3K <0.01% -225 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $12.2K <0.01% 0 Timeline JULH 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: restricted; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 196 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $12.2K <0.01% 0 Timeline OCTH 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: restricted; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 205 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $12.2K <0.01% 0 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364 shares; 2025Q4: 786 shares; 2026Q1: 786 shares 786 $12.2K <0.01% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 426 shares 426 $12.1K <0.01% +126 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 190 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 42 shares; 2026Q1: 112 shares 112 $12K <0.01% +70 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,172 shares; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $11.9K <0.01% 0 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,927 shares; 2025Q1: 2,868 shares; 2025Q2: 2,135 shares; 2025Q3: 1,358 shares; 2025Q4: 724 shares; 2026Q1: 531 shares 531 $11.9K <0.01% -193 Timeline SIZE 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: restricted; 2024Q4: 77 shares; 2025Q1: 272 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 76 shares; 2026Q1: 74 shares 74 $11.9K <0.01% -2 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: 26 shares; 2025Q3: 23 shares; 2025Q4: 25 shares; 2026Q1: 24 shares 24 $11.9K <0.01% -1 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 605 shares; 2025Q1: 683 shares; 2025Q2: 1,075 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 785 shares 785 $11.8K <0.01% +162 Timeline IBTO 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: restricted; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 59 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 484 shares 484 $11.8K <0.01% -4 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 129 shares; 2025Q2: 256 shares; 2025Q3: 347 shares; 2025Q4: 300 shares; 2026Q1: 290 shares 290 $11.8K <0.01% -10 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 294 shares; 2025Q3: 316 shares; 2025Q4: 743 shares; 2026Q1: 259 shares 259 $11.7K <0.01% -484 Timeline AGGM 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: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $11.7K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,575 shares; 2025Q1: 4,659 shares; 2025Q2: 161 shares; 2025Q3: 124 shares; 2025Q4: 72 shares; 2026Q1: 75 shares 75 $11.7K <0.01% +3 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $11.7K <0.01% 0 Timeline GEOS GEOSPACE TECHNOLOGIES CORP More: the full row for GEOSPACE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $11.6K <0.01% 0 Timeline FDEM 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: restricted; 2024Q4: 368 shares; 2025Q1: 365 shares; 2025Q2: 366 shares; 2025Q3: 368 shares; 2025Q4: 369 shares; 2026Q1: 366 shares 366 $11.6K <0.01% -3 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: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 28 shares; 2026Q1: 51 shares 51 $11.5K <0.01% +23 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: 1,964 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,732 shares; 2026Q1: 1,732 shares 1,732 $11.5K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 287 shares; 2025Q2: 344 shares; 2025Q3: 219 shares; 2025Q4: 296 shares; 2026Q1: 332 shares 332 $11.5K <0.01% +36 Timeline NTRL 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: restricted; 2024Q4: 553 shares; 2025Q1: 1,121 shares; 2025Q2: 1,452 shares; 2025Q3: 1,188 shares; 2025Q4: 1,279 shares; 2026Q1: 553 shares 553 $11.4K <0.01% -726 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,033 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 856 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $11.4K <0.01% 0 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,017 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $11.4K <0.01% 0 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: restricted; 2024Q4: 33 shares; 2025Q1: 36 shares; 2025Q2: 84 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 78 shares 78 $11.4K <0.01% +20 Timeline FCO ABRDN GLOBAL INCOME FUND INC More: the full row for ABRDN GLOBAL INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $11.3K <0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 537 shares; 2025Q1: 543 shares; 2025Q2: 510 shares; 2025Q3: 527 shares; 2025Q4: 450 shares; 2026Q1: 467 shares 467 $11.3K <0.01% +17 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $11.3K <0.01% 0 Timeline MVST MICROVAST HOLDINGS INC More: the full row for MICROVAST HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 3,000 shares; 2026Q1: 7,500 shares 7,500 $11.2K <0.01% +4,500 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138 shares; 2025Q1: 93 shares; 2025Q2: 90 shares; 2025Q3: 107 shares; 2025Q4: 100 shares; 2026Q1: 83 shares 83 $11.2K <0.01% -17 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 55 shares 55 $11.2K <0.01% -17 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 724 shares; 2026Q1: 724 shares 724 $11.2K <0.01% 0 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $11.1K <0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 22 shares; 2025Q2: 80 shares; 2025Q3: 22 shares; 2025Q4: 23 shares; 2026Q1: 98 shares 98 $11K <0.01% +75 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares 328 $11K <0.01% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 319 shares; 2025Q2: 324 shares; 2025Q3: 307 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279 $11K <0.01% 0 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: restricted; 2024Q4: 760 shares; 2025Q1: 4,200 shares; 2025Q2: 3,574 shares; 2025Q3: 1,269 shares; 2025Q4: 273 shares; 2026Q1: 73 shares 73 $11K <0.01% -200 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 600 shares; 2025Q4: 500 shares; 2026Q1: 600 shares 600 $10.9K <0.01% +100 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 2,357 shares; 2026Q1: 600 shares 600 $10.9K <0.01% -1,757 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,570 shares; 2025Q1: 3,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,300 shares; 2026Q1: 900 shares 900 $10.9K <0.01% -400 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 1,008 shares; 2025Q2: 2,011 shares; 2025Q3: 2,027 shares; 2025Q4: 2,222 shares; 2026Q1: 3,075 shares 3,075 $10.8K <0.01% +853 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291 shares 291 $10.8K <0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 83 shares; 2025Q2: 172 shares; 2025Q3: 169 shares; 2025Q4: 165 shares; 2026Q1: 164 shares 164 $10.7K <0.01% -1 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 640 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 328 shares; 2025Q4: 329 shares; 2026Q1: 328 shares 328 $10.6K <0.01% -1 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: 93 shares; 2025Q2: 85 shares; 2025Q3: 195 shares; 2025Q4: 137 shares; 2026Q1: 398 shares 398 $10.5K <0.01% +261 Timeline WTMF 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: restricted; 2024Q4: 2,074 shares; 2025Q1: 1,271 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 941 shares; 2026Q1: 265 shares 265 $10.5K <0.01% -676 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $10.4K <0.01% 0 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: restricted; 2024Q4: 24 shares; 2025Q1: 39 shares; 2025Q2: 24 shares; 2025Q3: 26 shares; 2025Q4: 21 shares; 2026Q1: 32 shares 32 $10.3K <0.01% +11 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 40 shares; 2025Q2: 84 shares; 2025Q3: 65 shares; 2025Q4: 78 shares; 2026Q1: 129 shares 129 $10.3K <0.01% +51 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 78 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $10.3K <0.01% 0 Timeline FOX 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: restricted; 2024Q4: 191 shares; 2025Q1: 193 shares; 2025Q2: 734 shares; 2025Q3: 205 shares; 2025Q4: 202 shares; 2026Q1: 193 shares 193 $10.3K <0.01% -9 Timeline CRAK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: 207 shares 207 $10.2K <0.01% -7 Timeline PTBD 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: restricted; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $10.2K <0.01% 0 Timeline ACIO 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: restricted; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 243 shares; 2026Q1: 242 shares 242 $10.2K <0.01% -1 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 59 shares; 2025Q2: 136 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 139 shares 139 $10.1K <0.01% +29 Timeline SPIRE GLOBAL INC SPIRE GLOBAL INC More: the full row for SPIRE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 803 shares 803 $10.1K <0.01% +762 WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,554 shares; 2025Q1: 6,654 shares; 2025Q2: 15,750 shares; 2025Q3: 8,000 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $10.1K <0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 25 shares; 2025Q2: 40 shares; 2025Q3: 34 shares; 2025Q4: 51 shares; 2026Q1: 110 shares 110 $10.1K <0.01% +59 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 321 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $10.1K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 83 shares; 2025Q2: 41 shares; 2025Q3: 42 shares; 2025Q4: 44 shares; 2026Q1: 53 shares 53 $10.1K <0.01% +9 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $10.1K <0.01% 0 Timeline RPG 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: restricted; 2024Q4: 25,158 shares; 2025Q1: 329 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $10K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 25 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 26 shares; 2026Q1: 49 shares 49 $10K <0.01% +23 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 22 shares; 2025Q2: 36 shares; 2025Q3: 33 shares; 2025Q4: 43 shares; 2026Q1: 97 shares 97 $10K <0.01% +54 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 20 shares; 2025Q4: 26 shares; 2026Q1: 101 shares 101 $10K <0.01% +75 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $10K <0.01% 0 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $9.98K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 130 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $9.95K <0.01% 0 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: restricted; 2024Q4: 1,108 shares; 2025Q1: 2,065 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680 $9.88K <0.01% 0 Timeline XISE 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: restricted; 2024Q4: 5,549 shares; 2025Q1: 338 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329 $9.87K <0.01% 0 Timeline SOXQ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165 shares 165 $9.85K <0.01% new Timeline LOCT 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: restricted; 2024Q4: 7,042 shares; 2025Q1: 425 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $9.85K <0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $9.82K <0.01% 0 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 154 shares; 2025Q3: 124 shares; 2025Q4: 118 shares; 2026Q1: 130 shares 130 $9.74K <0.01% +12 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares 1,143 $9.74K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385 shares; 2025Q1: 223 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $9.72K <0.01% 0 Timeline ARMG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $9.71K <0.01% new 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: restricted; 2024Q4: 34 shares; 2025Q1: 2 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $9.7K <0.01% 0 Timeline UAUG 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: restricted; 2024Q4: 281 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 246 shares 246 $9.68K <0.01% -260 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 17 shares; 2025Q2: 36 shares; 2025Q3: 31 shares; 2025Q4: 28 shares; 2026Q1: 24 shares 24 $9.59K <0.01% -4 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 109 shares; 2025Q2: 115 shares; 2025Q3: 85 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $9.5K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 54 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $9.42K <0.01% 0 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $9.4K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 291 shares; 2025Q3: 286 shares; 2025Q4: 505 shares; 2026Q1: 558 shares 558 $9.39K <0.01% +53 Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $9.34K <0.01% 0 Timeline FIVA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,761 shares; 2025Q3: 1,273 shares; 2025Q4: 708 shares; 2026Q1: 268 shares 268 $9.33K <0.01% -440 Timeline ILCV 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.31K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,446 shares; 2025Q1: 507 shares; 2025Q2: 260 shares; 2025Q3: 271 shares; 2025Q4: 45 shares; 2026Q1: 37 shares 37 $9.28K <0.01% -8 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,546 shares; 2025Q1: 2,078 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares 1,546 $9.26K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 95 shares; 2025Q2: 176 shares; 2025Q3: 431 shares; 2025Q4: 98 shares; 2026Q1: 49 shares 49 $9.25K <0.01% -49 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,353 shares; 2025Q2: 1,420 shares; 2025Q3: 1,456 shares; 2025Q4: 1,539 shares; 2026Q1: 1,576 shares 1,576 $9.24K <0.01% +37 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 679 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 353 shares; 2026Q1: 353 shares 353 $9.2K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 141 shares; 2025Q2: 149 shares; 2025Q3: 90 shares; 2025Q4: 94 shares; 2026Q1: 75 shares 75 $9.16K <0.01% -19 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 439 shares; 2025Q1: 302 shares; 2025Q2: 322 shares; 2025Q3: 308 shares; 2025Q4: 364 shares; 2026Q1: 351 shares 351 $9.15K <0.01% -13 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $9.05K <0.01% 0 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 17 shares; 2025Q2: 26 shares; 2025Q3: 23 shares; 2025Q4: 33 shares; 2026Q1: 68 shares 68 $9.05K <0.01% +35 Timeline SYLD 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: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $9.05K <0.01% 0 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $9.01K <0.01% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares; 2026Q1: 1,580 shares 1,580 $9.01K <0.01% +22 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81 shares; 2025Q1: 86 shares; 2025Q2: 130 shares; 2025Q3: 8,517 shares; 2025Q4: 706 shares; 2026Q1: 256 shares 256 $8.99K <0.01% -450 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: 162 shares; 2026Q1: 181 shares 181 $8.98K <0.01% +19 Timeline TECB 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: restricted; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 165 shares; 2026Q1: 160 shares 160 $8.88K <0.01% -5 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 32 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 45 shares; 2026Q1: 96 shares 96 $8.84K <0.01% +51 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,700 shares; 2025Q1: 143,700 shares; 2025Q2: 275,642 shares; 2025Q3: 191,942 shares; 2025Q4: 10,309 shares; 2026Q1: 601 shares 601 $8.83K <0.01% -9,708 Timeline HYDB 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: restricted; 2024Q4: 165 shares; 2025Q1: 432 shares; 2025Q2: 88 shares; 2025Q3: 518 shares; 2025Q4: 254 shares; 2026Q1: 189 shares 189 $8.79K <0.01% -65 Timeline XHE 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: restricted; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $8.76K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 170 shares; 2026Q1: 162 shares 162 $8.75K <0.01% -8 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $8.74K <0.01% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 482 shares; 2025Q3: 688 shares; 2025Q4: 180 shares; 2026Q1: 181 shares 181 $8.71K <0.01% +1 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 44 shares; 2025Q3: 45 shares; 2025Q4: 51 shares; 2026Q1: 53 shares 53 $8.69K <0.01% +2 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 534 shares; 2026Q1: 534 shares 534 $8.69K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 38 shares; 2025Q2: 32 shares; 2025Q3: 35 shares; 2025Q4: 72 shares; 2026Q1: 53 shares 53 $8.66K <0.01% -19 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 560 shares; 2025Q1: 147 shares; 2025Q2: 1,228 shares; 2025Q3: 13 shares; 2025Q4: 203 shares; 2026Q1: 73 shares 73 $8.62K <0.01% -130 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 141 shares; 2025Q4: 26 shares; 2026Q1: 128 shares 128 $8.61K <0.01% +102 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 102 shares; 2025Q3: 73 shares; 2025Q4: 74 shares; 2026Q1: 75 shares 75 $8.61K <0.01% +1 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,038 shares; 2025Q1: 108 shares; 2025Q2: 6 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 93 shares 93 $8.56K <0.01% -28 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,490 shares; 2025Q4: 4,490 shares; 2026Q1: 4,490 shares 4,490 $8.53K <0.01% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $8.51K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 141 shares; 2025Q2: 63 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 115 shares 115 $8.5K <0.01% +2 Timeline