LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 1,821 shares; 2025Q2: 2,619 shares; 2025Q3: 2,587 shares; 2025Q4: 2,597 shares; 2026Q1: 2,615 shares 2,615 $211K 0.01% +18 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $208K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,116 shares; 2025Q4: 1,134 shares; 2026Q1: 835 shares 835 $208K 0.01% -299 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 4,789 shares; 2025Q1: 2,597 shares; 2025Q2: 2,624 shares; 2025Q3: 4,280 shares; 2025Q4: 4,333 shares; 2026Q1: 3,088 shares 3,088 $207K 0.01% -1,245 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,612 shares; 2025Q1: 3,857 shares; 2025Q2: 3,727 shares; 2025Q3: 3,666 shares; 2025Q4: 3,904 shares; 2026Q1: 4,426 shares 4,426 $207K 0.01% +522 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 1,938 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 2,820 shares; 2025Q4: 2,630 shares; 2026Q1: 5,981 shares 5,981 $206K 0.01% +3,351 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 561 shares; 2026Q1: 555 shares 555 $206K 0.01% -6 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: 29 shares; 2024Q4: 41 shares; 2025Q1: 149 shares; 2025Q2: 658 shares; 2025Q3: 987 shares; 2025Q4: 1,175 shares; 2026Q1: 1,496 shares 1,496 $205K 0.01% +321 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,005 shares; 2025Q4: 2,006 shares; 2026Q1: 2,037 shares 2,037 $205K 0.01% +31 Timeline SCHD 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: 24,234 shares; 2024Q4: 78,581 shares; 2025Q1: 79,731 shares; 2025Q2: 83,629 shares; 2025Q3: 61,864 shares; 2025Q4: 6,179 shares; 2026Q1: 6,669 shares 6,669 $205K 0.01% +490 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,742 shares; 2025Q2: 10,159 shares; 2025Q3: 8,259 shares; 2025Q4: 8,241 shares; 2026Q1: 8,007 shares 8,007 $204K 0.01% -234 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: not reported; 2024Q4: not reported; 2025Q1: 3,142 shares; 2025Q2: 3,086 shares; 2025Q3: 2,322 shares; 2025Q4: 2,500 shares; 2026Q1: 2,575 shares 2,575 $203K 0.01% +75 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 5,883 shares; 2025Q1: 5,707 shares; 2025Q2: 5,824 shares; 2025Q3: 5,198 shares; 2025Q4: 5,913 shares; 2026Q1: 5,646 shares 5,646 $203K 0.01% -267 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 622 shares; 2025Q1: 503 shares; 2025Q2: 474 shares; 2025Q3: 461 shares; 2025Q4: 457 shares; 2026Q1: 327 shares 327 $202K 0.01% -130 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $201K 0.01% 0 Timeline PJUN 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: 7,080 shares; 2024Q4: 5,280 shares; 2025Q1: 4,701 shares; 2025Q2: 4,820 shares; 2025Q3: 4,795 shares; 2025Q4: 4,795 shares; 2026Q1: 4,795 shares 4,795 $201K 0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 314 shares; 2025Q1: 667 shares; 2025Q2: 3,159 shares; 2025Q3: 5,315 shares; 2025Q4: 6,148 shares; 2026Q1: 6,550 shares 6,550 $200K 0.01% +402 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: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: 1,478 shares; 2025Q4: 1,925 shares; 2026Q1: 3,111 shares 3,111 $199K 0.01% +1,186 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 1,084 shares; 2025Q2: 806 shares; 2025Q3: 836 shares; 2025Q4: 835 shares; 2026Q1: 946 shares 946 $199K 0.01% +111 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,650 shares; 2025Q1: 10,230 shares; 2025Q2: 12,607 shares; 2025Q3: 11,844 shares; 2025Q4: 10,816 shares; 2026Q1: 8,729 shares 8,729 $199K 0.01% -2,087 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,407 shares; 2025Q1: 10,923 shares; 2025Q2: 10,033 shares; 2025Q3: 3,674 shares; 2025Q4: 2,173 shares; 2026Q1: 2,103 shares 2,103 $198K 0.01% -70 Timeline FSTA 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: 4,646 shares; 2024Q4: 4,905 shares; 2025Q1: 4,906 shares; 2025Q2: 5,583 shares; 2025Q3: 5,233 shares; 2025Q4: 3,601 shares; 2026Q1: 3,751 shares 3,751 $196K 0.01% +150 Timeline PPH 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: 506 shares; 2024Q4: 508 shares; 2025Q1: 1,802 shares; 2025Q2: 2,129 shares; 2025Q3: 1,875 shares; 2025Q4: 1,886 shares; 2026Q1: 1,886 shares 1,886 $196K 0.01% 0 Timeline MINO 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: 1,415 shares; 2024Q4: 1,424 shares; 2025Q1: 2,306 shares; 2025Q2: 2,327 shares; 2025Q3: 2,598 shares; 2025Q4: 3,647 shares; 2026Q1: 4,333 shares 4,333 $196K 0.01% +686 Timeline FDL 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: 13,382 shares; 2024Q4: 36,573 shares; 2025Q1: 31,595 shares; 2025Q2: 32,151 shares; 2025Q3: 6,872 shares; 2025Q4: 4,070 shares; 2026Q1: 3,842 shares 3,842 $195K 0.01% -228 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 374 shares; 2025Q1: 768 shares; 2025Q2: 791 shares; 2025Q3: 892 shares; 2025Q4: 970 shares; 2026Q1: 1,055 shares 1,055 $193K 0.01% +85 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 12 shares; 2025Q1: 30 shares; 2025Q2: 190 shares; 2025Q3: 381 shares; 2025Q4: 393 shares; 2026Q1: 645 shares 645 $192K 0.01% +252 Timeline FTSM 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: 8,888 shares; 2024Q4: 7,263 shares; 2025Q1: 4,993 shares; 2025Q2: 4,863 shares; 2025Q3: 4,821 shares; 2025Q4: 3,909 shares; 2026Q1: 3,178 shares 3,178 $190K 0.01% -731 Timeline DXJ 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: 720 shares; 2024Q4: 888 shares; 2025Q1: 748 shares; 2025Q2: 686 shares; 2025Q3: 1,129 shares; 2025Q4: 1,166 shares; 2026Q1: 1,195 shares 1,195 $189K 0.01% +29 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 896 shares; 2025Q2: 1,070 shares; 2025Q3: 1,147 shares; 2025Q4: 1,202 shares; 2026Q1: 1,633 shares 1,633 $189K 0.01% +431 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 196 shares; 2025Q1: 624 shares; 2025Q2: 2,842 shares; 2025Q3: 4,875 shares; 2025Q4: 6,242 shares; 2026Q1: 6,866 shares 6,866 $189K 0.01% +624 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,286 shares; 2025Q4: 1,517 shares; 2026Q1: 2,356 shares 2,356 $189K 0.01% +839 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 4,711 shares; 2025Q1: 3,900 shares; 2025Q2: 3,923 shares; 2025Q3: 3,919 shares; 2025Q4: 4,279 shares; 2026Q1: 4,298 shares 4,298 $188K 0.01% +19 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 749 shares; 2025Q1: 886 shares; 2025Q2: 1,123 shares; 2025Q3: 1,133 shares; 2025Q4: 3,123 shares; 2026Q1: 3,069 shares 3,069 $186K 0.01% -54 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 2,136 shares; 2026Q1: 3,331 shares 3,331 $184K 0.01% +1,195 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 10,598 shares; 2025Q4: 10,598 shares; 2026Q1: 10,598 shares 10,598 $181K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 676 shares; 2025Q1: 792 shares; 2025Q2: 764 shares; 2025Q3: 761 shares; 2025Q4: 622 shares; 2026Q1: 615 shares 615 $180K 0.01% -7 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,168 shares; 2025Q1: 1,652 shares; 2025Q2: 1,546 shares; 2025Q3: 1,547 shares; 2025Q4: 1,647 shares; 2026Q1: 1,660 shares 1,660 $180K 0.01% +13 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: 467 shares; 2024Q4: 519 shares; 2025Q1: 819 shares; 2025Q2: 929 shares; 2025Q3: 1,129 shares; 2025Q4: 1,280 shares; 2026Q1: 1,738 shares 1,738 $179K 0.01% +458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,215 shares 3,215 $176K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,856 shares; 2024Q4: 17,725 shares; 2025Q1: 18,111 shares; 2025Q2: 18,111 shares; 2025Q3: 18,111 shares; 2025Q4: 26,386 shares; 2026Q1: 17,386 shares 17,386 $174K 0.01% -9,000 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,960 shares; 2025Q1: 1,961 shares; 2025Q2: 1,962 shares; 2025Q3: 1,911 shares; 2025Q4: 1,888 shares; 2026Q1: 1,840 shares 1,840 $174K 0.01% -48 Timeline JEPI 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: 3,321 shares; 2024Q4: 3,026 shares; 2025Q1: 2,973 shares; 2025Q2: 3,049 shares; 2025Q3: 2,929 shares; 2025Q4: 2,989 shares; 2026Q1: 3,049 shares 3,049 $173K 0.01% +60 Timeline NVBW 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: not reported; 2024Q4: 5,432 shares; 2025Q1: 5,296 shares; 2025Q2: 5,260 shares; 2025Q3: 5,522 shares; 2025Q4: 5,536 shares; 2026Q1: 5,189 shares 5,189 $173K 0.01% -347 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,300 shares 6,300 $173K 0.01% +200 Timeline YDEC 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: 2,179 shares; 2024Q4: 1,460 shares; 2025Q1: 1,898 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 1,861 shares; 2026Q1: 6,507 shares 6,507 $171K 0.01% +4,646 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 311 shares; 2025Q1: 345 shares; 2025Q2: 349 shares; 2025Q3: 351 shares; 2025Q4: 508 shares; 2026Q1: 565 shares 565 $171K 0.01% +57 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,467 shares 2,467 $170K 0.01% new 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: 5,661 shares; 2024Q4: 5,432 shares; 2025Q1: 5,293 shares; 2025Q2: 5,678 shares; 2025Q3: 5,653 shares; 2025Q4: 4,881 shares; 2026Q1: 5,063 shares 5,063 $170K 0.01% +182 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 3,690 shares; 2025Q1: 3,027 shares; 2025Q2: 2,997 shares; 2025Q3: 3,381 shares; 2025Q4: 3,145 shares; 2026Q1: 3,416 shares 3,416 $170K 0.01% +271 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,201 shares; 2025Q1: 2,972 shares; 2025Q2: 2,772 shares; 2025Q3: 2,759 shares; 2025Q4: 2,902 shares; 2026Q1: 2,676 shares 2,676 $168K 0.01% -226 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 1,750 shares; 2025Q2: 3,171 shares; 2025Q3: 3,343 shares; 2025Q4: 3,365 shares; 2026Q1: 3,387 shares 3,387 $168K 0.01% +22 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 2,174 shares 2,174 $167K 0.01% +1,004 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 1,793 shares; 2025Q1: 2,362 shares; 2025Q2: 1,888 shares; 2025Q3: 1,343 shares; 2025Q4: 1,735 shares; 2026Q1: 1,730 shares 1,730 $167K 0.01% -5 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 4,738 shares; 2026Q1: 2,979 shares 2,979 $167K 0.01% -1,759 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 1,452 shares; 2025Q1: 2,026 shares; 2025Q2: 2,118 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,322 shares 2,322 $167K 0.01% +199 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,564 shares; 2026Q1: 6,681 shares 6,681 $167K 0.01% +117 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: 12,384 shares; 2024Q4: 15,119 shares; 2025Q1: 14,769 shares; 2025Q2: 13,336 shares; 2025Q3: 13,314 shares; 2025Q4: 16,703 shares; 2026Q1: 16,246 shares 16,246 $165K 0.01% -457 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 1,340 shares; 2025Q2: 2,275 shares; 2025Q3: 3,246 shares; 2025Q4: 3,537 shares; 2026Q1: 3,611 shares 3,611 $165K 0.01% +74 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 9,644 shares; 2025Q1: 9,774 shares; 2025Q2: 4,749 shares; 2025Q3: 806 shares; 2025Q4: 804 shares; 2026Q1: 727 shares 727 $164K 0.01% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,290 shares 4,290 $163K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,263 shares; 2025Q1: 1,131 shares; 2025Q2: 1,127 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares 1,077 $163K 0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 5,766 shares; 2025Q1: 5,471 shares; 2025Q2: 5,677 shares; 2025Q3: 4,132 shares; 2025Q4: 4,137 shares; 2026Q1: 4,142 shares 4,142 $163K 0.01% +5 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,223 shares; 2025Q1: 2,282 shares; 2025Q2: 2,862 shares; 2025Q3: 3,102 shares; 2025Q4: 3,438 shares; 2026Q1: 3,915 shares 3,915 $162K 0.01% +477 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,832 shares; 2025Q1: 4,835 shares; 2025Q2: 4,838 shares; 2025Q3: 4,717 shares; 2025Q4: 4,720 shares; 2026Q1: 4,722 shares 4,722 $161K 0.01% +2 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 5,775 shares; 2026Q1: 5,950 shares 5,950 $160K 0.01% +175 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 657 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 776 shares; 2026Q1: 774 shares 774 $160K 0.01% -2 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 762 shares; 2025Q1: 962 shares; 2025Q2: 977 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 767 shares 767 $159K 0.01% +5 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: 10,154 shares; 2024Q4: 8,735 shares; 2025Q1: 7,293 shares; 2025Q2: 5,926 shares; 2025Q3: 3,237 shares; 2025Q4: 3,110 shares; 2026Q1: 3,134 shares 3,134 $159K 0.01% +24 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 4,816 shares 4,816 $159K 0.01% +4,741 Timeline VABS VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,489 shares; 2025Q3: 195,830 shares; 2025Q4: 196,470 shares; 2026Q1: 6,567 shares 6,567 $159K 0.01% -189,903 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 1,178 shares 1,178 $159K 0.01% +487 Timeline IWB 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: 569 shares; 2024Q4: 570 shares; 2025Q1: 522 shares; 2025Q2: 444 shares; 2025Q3: 458 shares; 2025Q4: 406 shares; 2026Q1: 444 shares 444 $158K 0.01% +38 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 208 shares; 2025Q1: 157 shares; 2025Q2: 156 shares; 2025Q3: 161 shares; 2025Q4: 621 shares; 2026Q1: 650 shares 650 $158K 0.01% +29 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 230 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 232 shares; 2025Q4: 278 shares; 2026Q1: 332 shares 332 $157K 0.01% +54 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 13,601 shares; 2025Q1: 13,636 shares; 2025Q2: 3,332 shares; 2025Q3: 3,332 shares; 2025Q4: 3,756 shares; 2026Q1: 3,332 shares 3,332 $157K 0.01% -424 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 456 shares; 2025Q1: 534 shares; 2025Q2: 483 shares; 2025Q3: 518 shares; 2025Q4: 890 shares; 2026Q1: 944 shares 944 $155K 0.01% +54 Timeline SAUG 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: 4,571 shares; 2024Q4: 5,615 shares; 2025Q1: 5,592 shares; 2025Q2: 6,113 shares; 2025Q3: 6,170 shares; 2025Q4: 6,077 shares; 2026Q1: 6,018 shares 6,018 $155K 0.01% -59 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,270 shares; 2025Q1: 640 shares; 2025Q2: 630 shares; 2025Q3: 753 shares; 2025Q4: 660 shares; 2026Q1: 609 shares 609 $155K 0.01% -51 Timeline 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: 36 shares; 2024Q4: 47 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 150 shares; 2026Q1: 868 shares 868 $155K 0.01% +718 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,489 shares; 2024Q4: 15,935 shares; 2025Q1: 10,952 shares; 2025Q2: 9,222 shares; 2025Q3: 7,459 shares; 2025Q4: 2,186 shares; 2026Q1: 1,387 shares 1,387 $154K 0.01% -799 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 597 shares; 2025Q4: 557 shares; 2026Q1: 558 shares 558 $154K 0.01% +1 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 755 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 507 shares 507 $153K 0.01% -8 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,828 shares; 2025Q1: 2,505 shares; 2025Q2: 2,648 shares; 2025Q3: 1,129 shares; 2025Q4: 3,111 shares; 2026Q1: 5,818 shares 5,818 $153K 0.01% +2,707 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 2,556 shares; 2025Q1: 7,728 shares; 2025Q2: 8,451 shares; 2025Q3: 3,345 shares; 2025Q4: 5,382 shares; 2026Q1: 6,805 shares 6,805 $152K 0.01% +1,423 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 1,980 shares; 2025Q3: 2,895 shares; 2025Q4: 2,485 shares; 2026Q1: 2,485 shares 2,485 $151K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,467 shares; 2025Q1: 1,309 shares; 2025Q2: 1,286 shares; 2025Q3: 1,196 shares; 2025Q4: 1,127 shares; 2026Q1: 1,716 shares 1,716 $151K 0.01% +589 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 364 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 365 shares; 2026Q1: 340 shares 340 $151K 0.01% -25 Timeline USFR 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: 18 shares; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: 95 shares; 2025Q3: 1,095 shares; 2025Q4: 3,115 shares; 2026Q1: 3,001 shares 3,001 $151K 0.01% -114 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,653 shares; 2025Q1: 3,698 shares; 2025Q2: 3,708 shares; 2025Q3: 3,640 shares; 2025Q4: 3,248 shares; 2026Q1: 3,503 shares 3,503 $151K 0.01% +255 Timeline JANW 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: 4,139 shares; 2024Q4: 4,139 shares; 2025Q1: 4,721 shares; 2025Q2: 4,824 shares; 2025Q3: 4,791 shares; 2025Q4: 4,067 shares; 2026Q1: 4,123 shares 4,123 $150K 0.01% +56 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,611 shares 3,611 $150K 0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,740 shares; 2025Q1: 2,583 shares; 2025Q2: 2,991 shares; 2025Q3: 2,005 shares; 2025Q4: 1,681 shares; 2026Q1: 1,253 shares 1,253 $149K 0.01% -428 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: 944 shares; 2024Q4: 944 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 888 shares 888 $149K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,000 shares; 2025Q1: 2,089 shares; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares 2,047 $148K 0.01% 0 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,158 shares; 2025Q2: 4,099 shares; 2025Q3: 3,063 shares; 2025Q4: 2,930 shares; 2026Q1: 2,930 shares 2,930 $146K 0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,872 shares; 2024Q4: 19,559 shares; 2025Q1: 20,045 shares; 2025Q2: 2,154 shares; 2025Q3: 2,226 shares; 2025Q4: 1,698 shares; 2026Q1: 1,505 shares 1,505 $145K 0.01% -193 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,729 shares; 2024Q4: 103,042 shares; 2025Q1: 116,723 shares; 2025Q2: 126,584 shares; 2025Q3: 24,772 shares; 2025Q4: 3,085 shares; 2026Q1: 2,236 shares 2,236 $145K 0.01% -849 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,441 shares; 2025Q1: 1,382 shares; 2025Q2: 1,350 shares; 2025Q3: 1,784 shares; 2025Q4: 10,320 shares; 2026Q1: 5,503 shares 5,503 $144K 0.01% -4,817 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 577 shares 577 $144K 0.01% +5 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: 6,149 shares; 2024Q4: 7,903 shares; 2025Q1: 7,273 shares; 2025Q2: 7,253 shares; 2025Q3: 9,180 shares; 2025Q4: 9,205 shares; 2026Q1: 9,505 shares 9,505 $143K 0.01% +300 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877 $142K 0.01% 0 Timeline NJUN 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 5,200 shares; 2025Q3: 5,140 shares; 2025Q4: 4,540 shares; 2026Q1: 4,540 shares 4,540 $142K 0.01% 0 Timeline IWD 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: 857 shares; 2024Q4: 858 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 664 shares 664 $142K 0.01% +35 Timeline BFEB 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares 2,950 $141K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 438 shares; 2025Q1: 465 shares; 2025Q2: 423 shares; 2025Q3: 146 shares; 2025Q4: 1,450 shares; 2026Q1: 1,455 shares 1,455 $140K 0.01% +5 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares; 2025Q4: 3,102 shares; 2026Q1: 3,102 shares 3,102 $140K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 35 shares; 2025Q1: 56 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 566 shares 566 $140K 0.01% +526 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 2,306 shares; 2026Q1: 4,006 shares 4,006 $138K 0.01% +1,700 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 301 shares; 2025Q1: 329 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 287 shares; 2026Q1: 274 shares 274 $136K 0.01% -13 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 5,440 shares; 2025Q1: 2,461 shares; 2025Q2: 2,818 shares; 2025Q3: 4,519 shares; 2025Q4: 4,321 shares; 2026Q1: 4,043 shares 4,043 $136K 0.01% -278 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,614 shares; 2025Q1: 1,459 shares; 2025Q2: 1,440 shares; 2025Q3: 950 shares; 2025Q4: 944 shares; 2026Q1: 1,230 shares 1,230 $135K 0.01% +286 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 842 shares; 2025Q1: 760 shares; 2025Q2: 1,045 shares; 2025Q3: 1,385 shares; 2025Q4: 1,365 shares; 2026Q1: 1,439 shares 1,439 $133K 0.01% +74 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: 3,230 shares; 2024Q4: 2,893 shares; 2025Q1: 2,904 shares; 2025Q2: 2,915 shares; 2025Q3: 2,942 shares; 2025Q4: 3,117 shares; 2026Q1: 3,949 shares 3,949 $133K 0.01% +832 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 641 shares; 2025Q1: 700 shares; 2025Q2: 630 shares; 2025Q3: 684 shares; 2025Q4: 754 shares; 2026Q1: 739 shares 739 $133K 0.01% -15 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: 8,457 shares; 2024Q4: 13,385 shares; 2025Q1: 17,032 shares; 2025Q2: 16,569 shares; 2025Q3: 4,991 shares; 2025Q4: 3,031 shares; 2026Q1: 2,382 shares 2,382 $133K 0.01% -649 Timeline IWM 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: 335 shares; 2024Q4: 871 shares; 2025Q1: 864 shares; 2025Q2: 612 shares; 2025Q3: 636 shares; 2025Q4: 560 shares; 2026Q1: 535 shares 535 $133K 0.01% -25 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 31 shares; 2025Q2: 38 shares; 2025Q3: 339 shares; 2025Q4: 840 shares; 2026Q1: 841 shares 841 $132K 0.01% +1 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,619 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,950 shares 2,950 $132K 0.01% -50 Timeline QVMT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 6,587 shares; 2025Q1: 7,386 shares; 2025Q2: 8,735 shares; 2025Q3: 9,449 shares; 2025Q4: 11,825 shares; 2026Q1: 2,213 shares 2,213 $132K 0.01% -9,612 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,831 shares; 2025Q1: 2,520 shares; 2025Q2: 2,503 shares; 2025Q3: 828 shares; 2025Q4: 1,437 shares; 2026Q1: 1,649 shares 1,649 $131K 0.01% +212 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 724 shares; 2025Q1: 866 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 808 shares; 2026Q1: 810 shares 810 $129K 0.01% +2 Timeline OCTW 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: not reported; 2024Q4: 874 shares; 2025Q1: 843 shares; 2025Q2: 892 shares; 2025Q3: 876 shares; 2025Q4: 2,610 shares; 2026Q1: 3,332 shares 3,332 $128K 0.01% +722 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 97 shares; 2025Q1: 98 shares; 2025Q2: 97 shares; 2025Q3: 113 shares; 2025Q4: 140 shares; 2026Q1: 175 shares 175 $128K 0.01% +35 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 539 shares; 2025Q1: 641 shares; 2025Q2: 649 shares; 2025Q3: 170 shares; 2025Q4: 206 shares; 2026Q1: 255 shares 255 $127K 0.01% +49 Timeline HERD 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: 1,660 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 2,774 shares 2,774 $127K 0.01% 0 Timeline DAUG 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: 3,286 shares; 2024Q4: 3,286 shares; 2025Q1: 3,286 shares; 2025Q2: 3,286 shares; 2025Q3: 3,259 shares; 2025Q4: 2,909 shares; 2026Q1: 2,909 shares 2,909 $127K 0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,842 shares; 2025Q1: 1,843 shares; 2025Q2: 1,578 shares; 2025Q3: 1,516 shares; 2025Q4: 1,518 shares; 2026Q1: 1,313 shares 1,313 $126K 0.01% -205 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 457 shares; 2025Q1: 1,027 shares; 2025Q2: 1,034 shares; 2025Q3: 464 shares; 2025Q4: 465 shares; 2026Q1: 766 shares 766 $126K 0.01% +301 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 690 shares; 2025Q1: 570 shares; 2025Q2: 394 shares; 2025Q3: 393 shares; 2025Q4: 527 shares; 2026Q1: 493 shares 493 $125K 0.01% -34 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,441 shares; 2025Q4: 5,441 shares; 2026Q1: 5,441 shares 5,441 $125K 0.01% 0 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,342 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,197 shares; 2025Q4: 5,097 shares; 2026Q1: 5,057 shares 5,057 $125K 0.01% -40 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: 2,620 shares; 2024Q4: 3,120 shares; 2025Q1: 2,864 shares; 2025Q2: 2,800 shares; 2025Q3: 2,868 shares; 2025Q4: 2,869 shares; 2026Q1: 3,175 shares 3,175 $124K 0.01% +306 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,886 shares; 2025Q1: 1,863 shares; 2025Q2: 1,860 shares; 2025Q3: 1,862 shares; 2025Q4: 1,864 shares; 2026Q1: 1,865 shares 1,865 $124K 0.01% +1 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,696 shares; 2025Q1: 1,757 shares; 2025Q2: 1,877 shares; 2025Q3: 1,829 shares; 2025Q4: 1,683 shares; 2026Q1: 1,701 shares 1,701 $124K 0.01% +18 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 500 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares 1,423 $123K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,348 shares; 2025Q4: 1,359 shares; 2026Q1: 1,323 shares 1,323 $122K 0.01% -36 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,280 shares; 2024Q4: 2,756 shares; 2025Q1: 2,798 shares; 2025Q2: 2,756 shares; 2025Q3: 2,756 shares; 2025Q4: 2,756 shares; 2026Q1: 2,756 shares 2,756 $121K 0.01% 0 Timeline FAUG 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 2,348 shares; 2025Q4: 2,348 shares; 2026Q1: 2,310 shares 2,310 $120K 0.01% -38 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 422 shares; 2025Q1: 922 shares; 2025Q2: 848 shares; 2025Q3: 2,755 shares; 2025Q4: 2,438 shares; 2026Q1: 1,248 shares 1,248 $119K 0.01% -1,190 Timeline PNOV 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $118K 0.01% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,222 shares; 2025Q1: 2,222 shares; 2025Q2: 2,223 shares; 2025Q3: 2,224 shares; 2025Q4: 2,226 shares; 2026Q1: 2,226 shares 2,226 $118K 0.01% 0 Timeline QQQI 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: 3,774 shares; 2024Q4: 4,767 shares; 2025Q1: 4,171 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares 2,360 $117K 0.01% 0 Timeline LMBS 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: 10,284 shares; 2024Q4: 11,393 shares; 2025Q1: 12,490 shares; 2025Q2: 10,977 shares; 2025Q3: 4,218 shares; 2025Q4: 2,668 shares; 2026Q1: 2,348 shares 2,348 $117K 0.01% -320 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 850 shares; 2025Q4: 779 shares; 2026Q1: 800 shares 800 $117K 0.01% +21 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 539 shares; 2025Q1: 583 shares; 2025Q2: 599 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 589 shares 589 $116K 0.01% +6 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,211 shares; 2026Q1: 3,714 shares 3,714 $115K 0.01% +2,503 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,600 shares; 2025Q1: 1,840 shares; 2025Q2: 1,762 shares; 2025Q3: 1,720 shares; 2025Q4: 1,527 shares; 2026Q1: 1,742 shares 1,742 $115K 0.01% +215 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 848 shares; 2025Q1: 843 shares; 2025Q2: 807 shares; 2025Q3: 254 shares; 2025Q4: 109 shares; 2026Q1: 105 shares 105 $114K 0.01% -4 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 2,253 shares; 2025Q4: 2,227 shares; 2026Q1: 2,227 shares 2,227 $114K 0.01% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,969 shares; 2025Q2: 2,930 shares; 2025Q3: 2,805 shares; 2025Q4: 2,775 shares; 2026Q1: 2,680 shares 2,680 $114K 0.01% -95 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 84 shares; 2025Q1: 109 shares; 2025Q2: 66 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 85 shares 85 $113K 0.01% +17 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 2,258 shares; 2025Q1: 2,218 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares; 2025Q4: 1,943 shares; 2026Q1: 1,419 shares 1,419 $113K 0.01% -524 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 3,135 shares; 2025Q1: 3,320 shares; 2025Q2: 3,283 shares; 2025Q3: 914 shares; 2025Q4: 468 shares; 2026Q1: 421 shares 421 $112K 0.01% -47 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 465 shares; 2025Q2: 464 shares; 2025Q3: 472 shares; 2025Q4: 464 shares; 2026Q1: 533 shares 533 $112K 0.01% +69 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $110K 0.01% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 3,872 shares; 2025Q4: 5,864 shares; 2026Q1: 4,605 shares 4,605 $110K 0.01% -1,259 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: 1,240 shares; 2024Q4: 1,158 shares; 2025Q1: 1,246 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 927 shares; 2026Q1: 927 shares 927 $110K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 582 shares; 2025Q1: 705 shares; 2025Q2: 582 shares; 2025Q3: 668 shares; 2025Q4: 933 shares; 2026Q1: 879 shares 879 $110K 0.01% -54 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 244 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 102 shares; 2025Q4: not reported; 2026Q1: 7,767 shares 7,767 $109K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 578 shares; 2025Q1: 583 shares; 2025Q2: 585 shares; 2025Q3: 587 shares; 2025Q4: 569 shares; 2026Q1: 535 shares 535 $109K 0.01% -34 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 1,425 shares; 2026Q1: 2,942 shares 2,942 $108K 0.01% +1,517 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: 10,908 shares; 2024Q4: 12,524 shares; 2025Q1: 6,304 shares; 2025Q2: 7,601 shares; 2025Q3: 6,177 shares; 2025Q4: 6,243 shares; 2026Q1: 6,312 shares 6,312 $108K 0.01% +69 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 4,663 shares; 2025Q1: 5,059 shares; 2025Q2: 4,724 shares; 2025Q3: 4,310 shares; 2025Q4: 4,057 shares; 2026Q1: 3,769 shares 3,769 $108K 0.01% -288 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,603 shares; 2025Q1: 1,498 shares; 2025Q2: 1,505 shares; 2025Q3: 530 shares; 2025Q4: 546 shares; 2026Q1: 599 shares 599 $108K 0.01% +53 Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,095 shares; 2026Q1: 4,606 shares 4,606 $108K 0.01% +2,511 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 482 shares; 2025Q2: 652 shares; 2025Q3: 2,277 shares; 2025Q4: 2,508 shares; 2026Q1: 2,544 shares 2,544 $107K 0.01% +36 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 988 shares; 2026Q1: 988 shares 988 $107K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 700 shares; 2025Q1: 701 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares 702 $107K 0.01% 0 Timeline QQQM 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: 1,634 shares; 2024Q4: 1,701 shares; 2025Q1: 1,540 shares; 2025Q2: 1,490 shares; 2025Q3: 1,063 shares; 2025Q4: 648 shares; 2026Q1: 450 shares 450 $107K 0.01% -198 Timeline TLH 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: 124 shares; 2024Q4: 106 shares; 2025Q1: 2,742 shares; 2025Q2: 2,675 shares; 2025Q3: 1,717 shares; 2025Q4: 1,678 shares; 2026Q1: 1,055 shares 1,055 $106K 0.01% -623 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $106K 0.01% new 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: 579 shares; 2024Q4: 659 shares; 2025Q1: 660 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 629 shares; 2026Q1: 559 shares 559 $106K 0.01% -70 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 1,802 shares; 2025Q4: 1,837 shares; 2026Q1: 1,864 shares 1,864 $105K 0.01% +27 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,648 shares; 2025Q1: 1,583 shares; 2025Q2: 1,586 shares; 2025Q3: 1,592 shares; 2025Q4: 1,524 shares; 2026Q1: 1,404 shares 1,404 $105K 0.01% -120 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 583 shares; 2025Q1: 548 shares; 2025Q2: 588 shares; 2025Q3: 509 shares; 2025Q4: 476 shares; 2026Q1: 185 shares 185 $104K 0.01% -291 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,229 shares; 2024Q4: 17,314 shares; 2025Q1: 17,402 shares; 2025Q2: 17,493 shares; 2025Q3: 21,587 shares; 2025Q4: 21,650 shares; 2026Q1: 21,781 shares 21,781 $104K 0.01% +131 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 398 shares; 2025Q1: 442 shares; 2025Q2: 447 shares; 2025Q3: 445 shares; 2025Q4: 421 shares; 2026Q1: 316 shares 316 $104K 0.01% -105 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $104K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 2,217 shares; 2025Q1: 1,966 shares; 2025Q2: 2,008 shares; 2025Q3: 2,038 shares; 2025Q4: 1,136 shares; 2026Q1: 510 shares 510 $104K 0.01% -626 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $103K 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: 13,025 shares; 2024Q4: 2,270 shares; 2025Q1: 1,500 shares; 2025Q2: 3,000 shares; 2025Q3: 4,250 shares; 2025Q4: 4,480 shares; 2026Q1: 3,635 shares 3,635 $103K 0.01% -845 Timeline DECW 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: 4,901 shares; 2024Q4: 6,201 shares; 2025Q1: 6,201 shares; 2025Q2: 5,408 shares; 2025Q3: 5,449 shares; 2025Q4: 3,467 shares; 2026Q1: 3,059 shares 3,059 $102K 0.01% -408 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,006 shares; 2025Q1: 1,994 shares; 2025Q2: 2,012 shares; 2025Q3: 1,821 shares; 2025Q4: 1,807 shares; 2026Q1: 1,764 shares 1,764 $102K 0.01% -43 Timeline GFEB 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: 5,050 shares; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 2,472 shares 2,472 $102K 0.01% +2,000 Timeline PAUG 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: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,120 shares; 2025Q2: 2,100 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $101K 0.01% 0 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,353 shares; 2026Q1: 5,977 shares 5,977 $100K 0.01% -1,376 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: 2,770 shares; 2024Q4: 3,264 shares; 2025Q1: 2,441 shares; 2025Q2: 2,408 shares; 2025Q3: 2,425 shares; 2025Q4: 2,432 shares; 2026Q1: 2,518 shares 2,518 $99.9K 0.01% +86 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: 15,548 shares; 2024Q4: 15,720 shares; 2025Q1: 13,658 shares; 2025Q2: 10,676 shares; 2025Q3: 3,957 shares; 2025Q4: 3,775 shares; 2026Q1: 2,999 shares 2,999 $99.6K 0.01% -776 Timeline NULG 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: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares 1,091 $99.2K 0.01% 0 Timeline IQDG 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: 7,215 shares; 2024Q4: 7,889 shares; 2025Q1: 6,102 shares; 2025Q2: 5,593 shares; 2025Q3: 2,704 shares; 2025Q4: 2,616 shares; 2026Q1: 2,468 shares 2,468 $99.1K 0.01% -148 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 560 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 505 shares 505 $98.6K 0.01% +5 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares; 2026Q1: 1,948 shares 1,948 $98.3K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,676 shares; 2025Q1: 1,706 shares; 2025Q2: 1,704 shares; 2025Q3: 1,707 shares; 2025Q4: 1,080 shares; 2026Q1: 1,106 shares 1,106 $98.1K 0.01% +26 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: 2,838 shares; 2024Q4: 2,837 shares; 2025Q1: 2,118 shares; 2025Q2: 1,957 shares; 2025Q3: 1,615 shares; 2025Q4: 1,590 shares; 2026Q1: 1,848 shares 1,848 $97.9K 0.01% +258 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 91 shares; 2025Q2: 110 shares; 2025Q3: 128 shares; 2025Q4: 121 shares; 2026Q1: 134 shares 134 $97.6K 0.01% +13 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,918 shares; 2025Q1: 2,306 shares; 2025Q2: 2,364 shares; 2025Q3: 2,363 shares; 2025Q4: 2,068 shares; 2026Q1: 1,644 shares 1,644 $96.7K 0.01% -424 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 46 shares; 2025Q1: 47 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 102 shares; 2026Q1: 100 shares 100 $96.5K 0.01% -2 Timeline ARLU 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: 5,900 shares; 2024Q4: 5,500 shares; 2025Q1: 5,000 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 3,650 shares; 2026Q1: 3,350 shares 3,350 $96.1K 0.01% -300 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 327 shares; 2025Q1: 329 shares; 2025Q2: 330 shares; 2025Q3: 332 shares; 2025Q4: 2,326 shares; 2026Q1: 2,001 shares 2,001 $95.1K 0.01% -325 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 498 shares; 2025Q1: 364 shares; 2025Q2: 334 shares; 2025Q3: 501 shares; 2025Q4: 535 shares; 2026Q1: 543 shares 543 $94.8K 0.01% +8 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,114 shares; 2025Q1: 1,380 shares; 2025Q2: 1,049 shares; 2025Q3: 1,169 shares; 2025Q4: 2,142 shares; 2026Q1: 2,137 shares 2,137 $94.7K 0.01% -5 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 9,166 shares; 2025Q4: 14,166 shares; 2026Q1: 7,500 shares 7,500 $94.1K 0.01% -6,666 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 445 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 401 shares 401 $93.8K 0.01% +76 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,096 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 913 shares 913 $93.5K 0.01% -13 Timeline MDYV 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 723 shares; 2025Q3: 761 shares; 2025Q4: 1,120 shares; 2026Q1: 1,090 shares 1,090 $92.8K 0.01% -30 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 2,891 shares; 2025Q1: 2,661 shares; 2025Q2: 2,710 shares; 2025Q3: 2,751 shares; 2025Q4: 2,893 shares; 2026Q1: 2,738 shares 2,738 $92.4K 0.01% -155 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,570 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares; 2026Q1: 1,202 shares 1,202 $91.8K 0.01% -1,977 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 2,828 shares; 2025Q1: 2,621 shares; 2025Q2: 2,307 shares; 2025Q3: 795 shares; 2025Q4: 732 shares; 2026Q1: 757 shares 757 $91.7K 0.01% +25 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,827 shares; 2025Q1: 1,275 shares; 2025Q2: 1,482 shares; 2025Q3: 1,488 shares; 2025Q4: 1,508 shares; 2026Q1: 1,477 shares 1,477 $91.2K 0.01% -31 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,285 shares; 2025Q1: 1,631 shares; 2025Q2: 1,640 shares; 2025Q3: 1,650 shares; 2025Q4: 1,729 shares; 2026Q1: 2,136 shares 2,136 $91.2K 0.01% +407 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 431 shares 431 $91.1K 0.01% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617 shares; 2025Q4: 1,595 shares; 2026Q1: 1,823 shares 1,823 $90.5K 0.01% +228 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 599 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 678 shares 678 $88.8K 0.01% +109 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 200 shares; 2025Q3: 1,000 shares; 2025Q4: 5,800 shares; 2026Q1: 6,140 shares 6,140 $88.6K 0.01% +340 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: 917 shares; 2024Q4: 920 shares; 2025Q1: 922 shares; 2025Q2: 929 shares; 2025Q3: 931 shares; 2025Q4: 935 shares; 2026Q1: 950 shares 950 $88.5K 0.01% +15 Timeline GJUL 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: 4,433 shares; 2024Q4: 4,433 shares; 2025Q1: 4,433 shares; 2025Q2: 4,433 shares; 2025Q3: 13,693 shares; 2025Q4: 13,693 shares; 2026Q1: 2,168 shares 2,168 $88.4K 0.01% -11,525 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $87.9K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 6,936 shares; 2025Q2: 6,936 shares; 2025Q3: 6,936 shares; 2025Q4: 6,936 shares; 2026Q1: 6,936 shares 6,936 $87.8K 0.01% 0 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 1,172 shares; 2025Q4: 580 shares; 2026Q1: 3,941 shares 3,941 $87.6K 0.01% +3,361 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $87.2K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 2,108 shares; 2025Q3: 2,077 shares; 2025Q4: 2,111 shares; 2026Q1: 890 shares 890 $86.4K 0.01% -1,221 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,156 shares; 2025Q1: 3,164 shares; 2025Q2: 3,173 shares; 2025Q3: 3,183 shares; 2025Q4: 3,195 shares; 2026Q1: 1,397 shares 1,397 $86.1K 0.01% -1,798 Timeline EWP 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: 2,294 shares; 2024Q4: 4,092 shares; 2025Q1: 1,604 shares; 2025Q2: 1,638 shares; 2025Q3: 2,183 shares; 2025Q4: 2,264 shares; 2026Q1: 1,581 shares 1,581 $85.9K 0.01% -683 Timeline NULV 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: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares 1,878 $85.4K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,246 shares; 2025Q1: 3,042 shares; 2025Q2: 2,375 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares; 2026Q1: 3,293 shares 3,293 $85.2K 0.01% +703 Timeline DVY 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: 813 shares; 2024Q4: 840 shares; 2025Q1: 741 shares; 2025Q2: 682 shares; 2025Q3: 656 shares; 2025Q4: 657 shares; 2026Q1: 558 shares 558 $84.4K 0.01% -99 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,231 shares; 2025Q1: 1,789 shares; 2025Q2: 1,692 shares; 2025Q3: 1,694 shares; 2025Q4: 1,697 shares; 2026Q1: 1,846 shares 1,846 $84.1K 0.01% +149 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 2,000 shares 2,000 $83.8K 0.01% -2,000 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,286 shares; 2025Q1: 1,056 shares; 2025Q2: 1,070 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 1,065 shares 1,065 $83.5K 0.01% -4 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 850 shares; 2025Q1: 1,455 shares; 2025Q2: 1,355 shares; 2025Q3: 1,315 shares; 2025Q4: 1,517 shares; 2026Q1: 1,202 shares 1,202 $83.3K 0.01% -315 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $82.6K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,362 shares; 2025Q1: 1,293 shares; 2025Q2: 1,172 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 971 shares 971 $82.4K 0.01% +1 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 14,865 shares; 2025Q1: 14,904 shares; 2025Q2: 12,790 shares; 2025Q3: 13,239 shares; 2025Q4: 11,216 shares; 2026Q1: 9,900 shares 9,900 $81.5K <0.01% -1,316 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262 shares; 2025Q3: 420 shares; 2025Q4: 882 shares; 2026Q1: 1,137 shares 1,137 $81.4K <0.01% +255 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,523 shares 2,523 $81.4K <0.01% new Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,487 shares; 2025Q4: 1,614 shares; 2026Q1: 1,634 shares 1,634 $81.2K <0.01% +20 Timeline SEPW 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: 2,335 shares; 2024Q4: 2,481 shares; 2025Q1: 2,458 shares; 2025Q2: 2,635 shares; 2025Q3: 2,614 shares; 2025Q4: 2,544 shares; 2026Q1: 2,568 shares 2,568 $81.1K <0.01% +24 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,465 shares; 2025Q4: 5,377 shares; 2026Q1: 7,201 shares 7,201 $80.9K <0.01% +1,824 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $80.8K <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: 3,450 shares; 2024Q4: 3,500 shares; 2025Q1: 3,427 shares; 2025Q2: 3,427 shares; 2025Q3: 2,977 shares; 2025Q4: 2,977 shares; 2026Q1: 2,977 shares 2,977 $80.4K <0.01% 0 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,569 shares; 2026Q1: 2,986 shares 2,986 $79.4K <0.01% +417 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 137 shares; 2025Q2: 118 shares; 2025Q3: 162 shares; 2025Q4: 152 shares; 2026Q1: 200 shares 200 $79.3K <0.01% +48 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 2,072 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,938 shares; 2026Q1: 3,046 shares 3,046 $78.9K <0.01% +108 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 2,759 shares; 2025Q1: 1,939 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,754 shares; 2026Q1: 1,597 shares 1,597 $78.9K <0.01% -157 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: 2,093 shares; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,689 shares 1,689 $78.6K <0.01% -203 Timeline FNDA 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: 720 shares; 2024Q4: 1,440 shares; 2025Q1: 1,198 shares; 2025Q2: 1,130 shares; 2025Q3: 1,018 shares; 2025Q4: 2,449 shares; 2026Q1: 2,424 shares 2,424 $78.6K <0.01% -25 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,243 shares; 2025Q1: 2,244 shares; 2025Q2: 2,246 shares; 2025Q3: 2,275 shares; 2025Q4: 2,276 shares; 2026Q1: 2,278 shares 2,278 $78.5K <0.01% +2 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307 $78.4K <0.01% 0 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: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 803 shares; 2025Q4: 814 shares; 2026Q1: 858 shares 858 $78.4K <0.01% +44 Timeline FXL 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: 628 shares; 2024Q4: 684 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 490 shares 490 $77.9K <0.01% +85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 394 shares; 2026Q1: 1,176 shares 1,176 $77.5K <0.01% +782 Timeline NUDM 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: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: 2,135 shares 2,135 $77.1K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 487 shares; 2025Q3: 449 shares; 2025Q4: 444 shares; 2026Q1: 503 shares 503 $76.9K <0.01% +59 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 278 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $76.5K <0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $75.9K <0.01% 0 Timeline FDT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166 shares; 2025Q4: 168 shares; 2026Q1: 872 shares 872 $75.8K <0.01% +704 Timeline LOUP 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 1,100 shares 1,100 $75.7K <0.01% +200 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: 6,375 shares; 2024Q4: 6,749 shares; 2025Q1: 5,252 shares; 2025Q2: 4,693 shares; 2025Q3: 3,697 shares; 2025Q4: 3,707 shares; 2026Q1: 4,115 shares 4,115 $75.7K <0.01% +408 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: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares 1,007 $75.7K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,959 shares; 2024Q4: 13,174 shares; 2025Q1: 13,391 shares; 2025Q2: 13,604 shares; 2025Q3: 13,805 shares; 2025Q4: 13,998 shares; 2026Q1: 14,183 shares 14,183 $75.5K <0.01% +185 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 2,638 shares; 2025Q3: 1,980 shares; 2025Q4: 1,986 shares; 2026Q1: 2,258 shares 2,258 $75.3K <0.01% +272 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 13,190 shares; 2025Q1: 18,649 shares; 2025Q2: 18,846 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares; 2026Q1: 2,471 shares 2,471 $74.9K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,997 shares; 2025Q2: 1,987 shares; 2025Q3: 382 shares; 2025Q4: 1,249 shares; 2026Q1: 1,351 shares 1,351 $74.8K <0.01% +102 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $73.9K <0.01% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 845 shares; 2025Q4: 837 shares; 2026Q1: 1,019 shares 1,019 $73.8K <0.01% +182 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 976 shares; 2025Q1: 994 shares; 2025Q2: 977 shares; 2025Q3: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932 $73.3K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 157 shares; 2025Q1: 207 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 98 shares; 2026Q1: 229 shares 229 $72.9K <0.01% +131 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares; 2026Q1: 1,572 shares 1,572 $72.7K <0.01% +458 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: 159 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 322 shares 322 $72.6K <0.01% +237 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,759 shares; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,759 shares; 2026Q1: 1,759 shares 1,759 $72.4K <0.01% 0 Timeline JULT 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,639 shares 1,639 $72K <0.01% +139 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 21 shares; 2025Q4: 77 shares; 2026Q1: 131 shares 131 $71.9K <0.01% +54 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260 $71.9K <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: not reported; 2024Q4: 1,758 shares; 2025Q1: 1,758 shares; 2025Q2: 1,758 shares; 2025Q3: 1,758 shares; 2025Q4: 2,896 shares; 2026Q1: 3,267 shares 3,267 $71.8K <0.01% +371 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 3,553 shares; 2026Q1: 4,518 shares 4,518 $71.8K <0.01% +965 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $71.6K <0.01% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 565 shares; 2026Q1: 774 shares 774 $71.4K <0.01% +209 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,775 shares; 2025Q4: 3,495 shares; 2026Q1: 4,930 shares 4,930 $71.1K <0.01% +1,435 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,160 shares; 2025Q1: 2,933 shares; 2025Q2: 2,932 shares; 2025Q3: 3,398 shares; 2025Q4: 3,300 shares; 2026Q1: 3,362 shares 3,362 $71.1K <0.01% +62 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,559 shares; 2026Q1: 2,912 shares 2,912 $71K <0.01% -11,647 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,717 shares; 2025Q1: 1,605 shares; 2025Q2: 1,190 shares; 2025Q3: 583 shares; 2025Q4: 492 shares; 2026Q1: 501 shares 501 $70.9K <0.01% +9 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 657 shares; 2025Q1: 618 shares; 2025Q2: 587 shares; 2025Q3: 599 shares; 2025Q4: 585 shares; 2026Q1: 586 shares 586 $70.8K <0.01% +1 Timeline SETM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,133 shares; 2026Q1: 2,133 shares 2,133 $70.6K <0.01% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $70.3K <0.01% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,526 shares; 2025Q1: 1,374 shares; 2025Q2: 1,212 shares; 2025Q3: 1,151 shares; 2025Q4: 1,155 shares; 2026Q1: 1,225 shares 1,225 $70.1K <0.01% +70 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,223 shares; 2026Q1: 1,023 shares 1,023 $69.7K <0.01% -200 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,206 shares; 2025Q1: 1,741 shares; 2025Q2: 1,436 shares; 2025Q3: 962 shares; 2025Q4: 831 shares; 2026Q1: 831 shares 831 $69.4K <0.01% 0 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 2,403 shares 2,403 $69.2K <0.01% +803 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 67 shares; 2025Q1: 95 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 288 shares; 2026Q1: 237 shares 237 $69.1K <0.01% -51 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 705 shares; 2025Q4: 1,528 shares; 2026Q1: 2,045 shares 2,045 $69.1K <0.01% +517 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 6,659 shares; 2025Q1: 6,577 shares; 2025Q2: 6,858 shares; 2025Q3: 10,214 shares; 2025Q4: 8,004 shares; 2026Q1: 7,378 shares 7,378 $69.1K <0.01% -626 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,754 shares; 2026Q1: 2,462 shares 2,462 $68.9K <0.01% +708 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 3,438 shares; 2025Q1: 3,468 shares; 2025Q2: 3,438 shares; 2025Q3: 3,438 shares; 2025Q4: 3,438 shares; 2026Q1: 3,438 shares 3,438 $68.9K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 827 shares; 2025Q1: 837 shares; 2025Q2: 843 shares; 2025Q3: 848 shares; 2025Q4: 853 shares; 2026Q1: 859 shares 859 $68.2K <0.01% +6 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 773 shares; 2025Q1: 1,381 shares; 2025Q2: 1,368 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 191 shares 191 $67.9K <0.01% -126 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 1,801 shares; 2025Q1: 1,175 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 994 shares 994 $67.7K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $67.6K <0.01% 0 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $67.3K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 1,621 shares; 2025Q1: 2,021 shares; 2025Q2: 1,987 shares; 2025Q3: 361 shares; 2025Q4: 367 shares; 2026Q1: 361 shares 361 $67.3K <0.01% -6 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 551 shares; 2025Q1: 552 shares; 2025Q2: 523 shares; 2025Q3: 494 shares; 2025Q4: 495 shares; 2026Q1: 496 shares 496 $67.3K <0.01% +1 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 319 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $66.8K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 246 shares; 2025Q2: 368 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $66.7K <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: 376 shares; 2024Q4: 374 shares; 2025Q1: 329 shares; 2025Q2: 356 shares; 2025Q3: 332 shares; 2025Q4: 334 shares; 2026Q1: 332 shares 332 $66.7K <0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $66.6K <0.01% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares; 2026Q1: 2,247 shares 2,247 $66K <0.01% +1,937 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: 2,522 shares; 2024Q4: 2,522 shares; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,522 shares; 2025Q4: 3,431 shares; 2026Q1: 3,431 shares 3,431 $65.8K <0.01% 0 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 12,646 shares; 2025Q1: 12,955 shares; 2025Q2: 13,345 shares; 2025Q3: 13,709 shares; 2025Q4: 14,015 shares; 2026Q1: 14,230 shares 14,230 $65.5K <0.01% +215 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 334 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 314 shares 314 $65.3K <0.01% -11 Timeline SPDV 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: 1,653 shares; 2024Q4: 1,665 shares; 2025Q1: 1,683 shares; 2025Q2: 1,701 shares; 2025Q3: 1,718 shares; 2025Q4: 1,733 shares; 2026Q1: 1,750 shares 1,750 $65.2K <0.01% +17 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 478 shares; 2025Q1: 518 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 501 shares 501 $65K <0.01% +10 Timeline THNQ 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,101 shares 1,101 $64.9K <0.01% +1 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $64.6K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 145 shares; 2025Q1: 121 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 129 shares; 2026Q1: 131 shares 131 $64.5K <0.01% +2 Timeline RFV 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: 496 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 496 shares 496 $64.5K <0.01% 0 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 754 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 835 shares; 2025Q4: 985 shares; 2026Q1: 1,130 shares 1,130 $64.4K <0.01% +145 Timeline SCHJ 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: 5,765 shares; 2024Q4: 11,653 shares; 2025Q1: 11,723 shares; 2025Q2: 11,824 shares; 2025Q3: 11,928 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $64.3K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 32 shares; 2025Q2: 467 shares; 2025Q3: 619 shares; 2025Q4: 747 shares; 2026Q1: 969 shares 969 $64.3K <0.01% +222 Timeline YMAR 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: 2,542 shares; 2024Q4: 2,589 shares; 2025Q1: 2,634 shares; 2025Q2: 3,656 shares; 2025Q3: 3,297 shares; 2025Q4: 1,985 shares; 2026Q1: 2,337 shares 2,337 $63.9K <0.01% +352 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 48 shares; 2025Q1: 67 shares; 2025Q2: 56 shares; 2025Q3: 55 shares; 2025Q4: 136 shares; 2026Q1: 239 shares 239 $63.7K <0.01% +103 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 2,743 shares 2,743 $63.5K <0.01% -85 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 492 shares; 2025Q3: 793 shares; 2025Q4: 1,154 shares; 2026Q1: 1,156 shares 1,156 $63.4K <0.01% +2 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,157 shares; 2025Q1: 3,190 shares; 2025Q2: 3,228 shares; 2025Q3: 2,452 shares; 2025Q4: 2,479 shares; 2026Q1: 2,506 shares 2,506 $63.3K <0.01% +27 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 946 shares 946 $63.2K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 60 shares; 2025Q2: 61 shares; 2025Q3: 65 shares; 2025Q4: 80 shares; 2026Q1: 146 shares 146 $63.1K <0.01% +66 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $63K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $63K <0.01% 0 Timeline GJAN 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: 1,740 shares; 2024Q4: 1,654 shares; 2025Q1: 1,579 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,398 shares; 2026Q1: 1,503 shares 1,503 $63K <0.01% +105 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 60 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $63K <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: 263 shares; 2024Q4: 263 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 251 shares 251 $62.9K <0.01% +6 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: 1,068 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 1,006 shares; 2025Q3: 985 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $62.8K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,790 shares; 2025Q1: 1,775 shares; 2025Q2: 1,559 shares; 2025Q3: 1,344 shares; 2025Q4: 1,091 shares; 2026Q1: 1,159 shares 1,159 $62.7K <0.01% +68 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 2,100 shares 2,100 $62.6K <0.01% +1,300 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $62.5K <0.01% new Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares 1,792 $62.4K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 304 shares; 2025Q1: 255 shares; 2025Q2: 292 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 134 shares 134 $62.1K <0.01% -52 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,173 shares; 2024Q4: 14,981 shares; 2025Q1: 13,991 shares; 2025Q2: 3,783 shares; 2025Q3: 871 shares; 2025Q4: 812 shares; 2026Q1: 787 shares 787 $61.9K <0.01% -25 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 5,663 shares; 2025Q1: 5,557 shares; 2025Q2: 5,525 shares; 2025Q3: 3,321 shares; 2025Q4: 3,351 shares; 2026Q1: 2,245 shares 2,245 $61.6K <0.01% -1,106 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $61.3K <0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 258 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $61.2K <0.01% 0 Timeline TAXE T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $60.9K <0.01% new Timeline DLN 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: 472 shares; 2024Q4: 425 shares; 2025Q1: 688 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681 $60.8K <0.01% 0 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 1,110 shares; 2025Q2: 1,065 shares; 2025Q3: 705 shares; 2025Q4: 655 shares; 2026Q1: 655 shares 655 $60.3K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,903 shares; 2024Q4: 24,830 shares; 2025Q1: 15,004 shares; 2025Q2: 15,380 shares; 2025Q3: 5,715 shares; 2025Q4: 5,929 shares; 2026Q1: 5,170 shares 5,170 $59.7K <0.01% -759 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 88 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 229 shares; 2026Q1: 428 shares 428 $59.5K <0.01% +199 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: not reported; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $59.2K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 265 shares; 2025Q2: 465 shares; 2025Q3: 580 shares; 2025Q4: 581 shares; 2026Q1: 644 shares 644 $59.1K <0.01% +63 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $59K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 367 shares; 2025Q1: 368 shares; 2025Q2: 369 shares; 2025Q3: 370 shares; 2025Q4: 371 shares; 2026Q1: 372 shares 372 $58.8K <0.01% +1 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $58.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 102 shares 102 $58.4K <0.01% +100 Timeline ARKQ 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: 218 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 518 shares 518 $58.2K <0.01% +500 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 74 shares; 2025Q3: 137 shares; 2025Q4: 838 shares; 2026Q1: 844 shares 844 $58.1K <0.01% +6 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: 706 shares 706 $57.9K <0.01% +76 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,176 shares; 2025Q1: 1,180 shares; 2025Q2: 1,186 shares; 2025Q3: 1,191 shares; 2025Q4: 1,193 shares; 2026Q1: 1,194 shares 1,194 $57.9K <0.01% +1 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: 1,054 shares; 2026Q1: 352 shares 352 $57.5K <0.01% -702 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $57.3K <0.01% 0 Timeline GBIL 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: 641 shares; 2024Q4: 641 shares; 2025Q1: 632 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $57.1K <0.01% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 451 shares 451 $57K <0.01% +1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 181 shares; 2025Q4: 183 shares; 2026Q1: 181 shares 181 $56.9K <0.01% -2 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares; 2026Q1: 1,647 shares 1,647 $56.5K <0.01% +100 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 875 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares 1,789 $55.7K <0.01% 0 Timeline CPRO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,601 shares; 2025Q1: 1,561 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 2,008 shares; 2026Q1: 2,041 shares 2,041 $55.4K <0.01% +33 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $55.2K <0.01% 0 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,230 shares; 2025Q2: 2,030 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,450 shares 1,450 $55.1K <0.01% -100 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,956 shares; 2025Q2: 1,894 shares; 2025Q3: 73 shares; 2025Q4: 1,121 shares; 2026Q1: 1,121 shares 1,121 $55K <0.01% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,326 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares 1,263 $54.9K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $54.8K <0.01% 0 Timeline FIDU 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: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633 $54.8K <0.01% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares; 2025Q4: 5,944 shares; 2026Q1: 5,944 shares 5,944 $54.7K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 201 shares; 2025Q3: 202 shares; 2025Q4: 201 shares; 2026Q1: 206 shares 206 $54.7K <0.01% +5 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: 13,626 shares; 2024Q4: 15,611 shares; 2025Q1: 35 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 240 shares; 2026Q1: 374 shares 374 $54.6K <0.01% +134 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 70 shares; 2026Q1: 690 shares 690 $54.6K <0.01% +620 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,072 shares; 2025Q1: 3,404 shares; 2025Q2: 3,613 shares; 2025Q3: 1,558 shares; 2025Q4: 1,566 shares; 2026Q1: 1,508 shares 1,508 $54.6K <0.01% -58 Timeline RSPU 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: 641 shares; 2024Q4: 645 shares; 2025Q1: 649 shares; 2025Q2: 653 shares; 2025Q3: 658 shares; 2025Q4: 662 shares; 2026Q1: 666 shares 666 $54K <0.01% +4 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 233 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares 1,457 $53.9K <0.01% 0 Timeline BAPR 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $53.9K <0.01% 0 Timeline FSIG 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: 20,404 shares; 2024Q4: 22,598 shares; 2025Q1: 22,629 shares; 2025Q2: 19,821 shares; 2025Q3: 2,863 shares; 2025Q4: 2,889 shares; 2026Q1: 2,830 shares 2,830 $53.6K <0.01% -59 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $53.5K <0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares 1,548 $53.4K <0.01% 0 Timeline AUGW 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: 1,804 shares; 2024Q4: 1,968 shares; 2025Q1: 1,922 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,451 shares; 2026Q1: 1,656 shares 1,656 $53.2K <0.01% +205 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 40 shares; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: 278 shares 278 $53K <0.01% +149 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $52.8K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 200 shares; 2026Q1: 1,347 shares 1,347 $52.5K <0.01% +1,147 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 641 shares 641 $52.4K <0.01% +12 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $51.9K <0.01% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 366 shares; 2025Q4: 571 shares; 2026Q1: 685 shares 685 $51.8K <0.01% +114 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 116 shares; 2025Q1: 118 shares; 2025Q2: 172 shares; 2025Q3: 233 shares; 2025Q4: 325 shares; 2026Q1: 392 shares 392 $51.4K <0.01% +67 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,369 shares; 2025Q1: 1,060 shares; 2025Q2: 860 shares; 2025Q3: 225 shares; 2025Q4: 229 shares; 2026Q1: 217 shares 217 $51.3K <0.01% -12 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 29 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319 shares; 2026Q1: 397 shares 397 $50.8K <0.01% +78 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,640 shares; 2025Q2: 1,613 shares; 2025Q3: 1,653 shares; 2025Q4: 629 shares; 2026Q1: 619 shares 619 $50.6K <0.01% -10 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 652 shares 652 $50.5K <0.01% +4 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 973 shares; 2025Q1: 946 shares; 2025Q2: 1,393 shares; 2025Q3: 956 shares; 2025Q4: 791 shares; 2026Q1: 693 shares 693 $50.4K <0.01% -98 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: 235 shares; 2024Q4: 256 shares; 2025Q1: 236 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $50.4K <0.01% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $50.4K <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 285 shares; 2025Q2: 590 shares; 2025Q3: 1,430 shares; 2025Q4: 1,960 shares; 2026Q1: 1,012 shares 1,012 $50.2K <0.01% -948 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares 1,235 $50K <0.01% new Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares 3,555 $49.6K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 373 shares; 2025Q1: 377 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 250 shares; 2026Q1: 239 shares 239 $49.6K <0.01% -11 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 644 shares; 2025Q1: 648 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 466 shares 466 $49.3K <0.01% -85 Timeline JCPB 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: 665 shares; 2024Q4: 673 shares; 2025Q1: 682 shares; 2025Q2: 690 shares; 2025Q3: 699 shares; 2025Q4: 1,034 shares; 2026Q1: 1,046 shares 1,046 $49.2K <0.01% +12 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: 174 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $49.2K <0.01% 0 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $49.1K <0.01% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 637 shares; 2025Q4: 306 shares; 2026Q1: 2,025 shares 2,025 $49.1K <0.01% +1,719 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $49K <0.01% 0 Timeline DWLD 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: 2,509 shares; 2024Q4: 2,367 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares 1,117 $48.9K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 242 shares 242 $48.8K <0.01% +6 Timeline DRIV 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: 13,525 shares; 2024Q4: 9,372 shares; 2025Q1: 7,674 shares; 2025Q2: 5,845 shares; 2025Q3: 1,801 shares; 2025Q4: 1,650 shares; 2026Q1: 1,593 shares 1,593 $48.6K <0.01% -57 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares 304 $48.3K <0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 686 shares 686 $48.3K <0.01% +86 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: 611 shares; 2024Q4: 617 shares; 2025Q1: 623 shares; 2025Q2: 630 shares; 2025Q3: 636 shares; 2025Q4: 643 shares; 2026Q1: 649 shares 649 $48.2K <0.01% +6 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,317 shares; 2024Q4: 8,317 shares; 2025Q1: 7,119 shares; 2025Q2: 7,119 shares; 2025Q3: 7,119 shares; 2025Q4: 7,119 shares; 2026Q1: 7,000 shares 7,000 $48.1K <0.01% -119 Timeline BSEP 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: 1,000 shares; 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 $48.1K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 703 shares; 2025Q1: 716 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 708 shares 708 $47.8K <0.01% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: 907 shares; 2025Q4: 1,045 shares; 2026Q1: 1,057 shares 1,057 $47.8K <0.01% +12 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 148 shares; 2025Q1: 142 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 421 shares; 2026Q1: 416 shares 416 $47.8K <0.01% -5 Timeline JPLD 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: 890 shares; 2024Q4: 833 shares; 2025Q1: 842 shares; 2025Q2: 851 shares; 2025Q3: 860 shares; 2025Q4: 798 shares; 2026Q1: 912 shares 912 $47.6K <0.01% +114 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 273 shares; 2025Q1: 301 shares; 2025Q2: 272 shares; 2025Q3: 258 shares; 2025Q4: 259 shares; 2026Q1: 240 shares 240 $47.6K <0.01% -19 Timeline XAUG 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: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,258 shares 1,258 $46.7K <0.01% +95 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $46.3K <0.01% 0 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares 1,363 $46.2K <0.01% 0 Timeline PKW 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: 965 shares; 2024Q4: 858 shares; 2025Q1: 757 shares; 2025Q2: 758 shares; 2025Q3: 475 shares; 2025Q4: 464 shares; 2026Q1: 351 shares 351 $46K <0.01% -113 Timeline SNSR 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: 4,018 shares; 2024Q4: 1,606 shares; 2025Q1: 1,408 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares 1,232 $45.9K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 102 shares; 2026Q1: 115 shares 115 $45.8K <0.01% +13 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: 2,811 shares; 2024Q4: 2,811 shares; 2025Q1: 2,811 shares; 2025Q2: 2,811 shares; 2025Q3: 2,811 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares 2,811 $45.7K <0.01% 0 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 640 shares; 2025Q3: 601 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $45.6K <0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,164 shares; 2025Q1: 2,207 shares; 2025Q2: 2,249 shares; 2025Q3: 2,186 shares; 2025Q4: 2,100 shares; 2026Q1: 2,175 shares 2,175 $45.4K <0.01% +75 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220 $45.4K <0.01% 0 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,401 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637 $45.3K <0.01% 0 Timeline JULW 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: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares 1,167 $45.3K <0.01% 0 Timeline VLU 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $45.1K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 613 shares; 2025Q1: 733 shares; 2025Q2: 670 shares; 2025Q3: 682 shares; 2025Q4: 708 shares; 2026Q1: 818 shares 818 $45.1K <0.01% +110 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares 1,273 $45.1K <0.01% 0 Timeline SPYI 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: 1,800 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 922 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares 910 $44.9K <0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 207 shares 207 $44.7K <0.01% +96 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 1,685 shares; 2025Q1: 5,674 shares; 2025Q2: 1,113 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,034 shares 1,034 $43.9K <0.01% -70 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $43.9K <0.01% 0 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: 8,854 shares; 2024Q4: 436 shares; 2025Q1: 172 shares; 2025Q2: 177 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 189 shares 189 $43.9K <0.01% -3 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 252 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 254 shares; 2025Q4: 975 shares; 2026Q1: 979 shares 979 $43.8K <0.01% +4 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221 shares 221 $43.6K <0.01% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 6,633 shares; 2025Q1: 13,330 shares; 2025Q2: 2,170 shares; 2025Q3: 2,410 shares; 2025Q4: 4,446 shares; 2026Q1: 1,946 shares 1,946 $43.6K <0.01% -2,500 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,831 shares; 2024Q4: 16,101 shares; 2025Q1: 13,916 shares; 2025Q2: 10,485 shares; 2025Q3: 1,768 shares; 2025Q4: 1,691 shares; 2026Q1: 1,691 shares 1,691 $43.5K <0.01% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 3,101 shares; 2025Q1: 3,844 shares; 2025Q2: 3,865 shares; 2025Q3: 270 shares; 2025Q4: 462 shares; 2026Q1: 576 shares 576 $43.4K <0.01% +114 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares; 2026Q1: 1,610 shares 1,610 $43.3K <0.01% +911 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,819 shares; 2024Q4: 7,089 shares; 2025Q1: 7,215 shares; 2025Q2: 7,086 shares; 2025Q3: 1,286 shares; 2025Q4: 715 shares; 2026Q1: 558 shares 558 $43.1K <0.01% -157 Timeline BNOV 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: 1,000 shares; 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 $43K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 787 shares 787 $43K <0.01% +87 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $43K <0.01% 0 Timeline JUNW 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: 156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,105 shares; 2025Q4: 1,047 shares; 2026Q1: 1,289 shares 1,289 $43K <0.01% +242 Timeline PDP 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $43K <0.01% 0 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 2,716 shares; 2025Q1: 1,442 shares; 2025Q2: 1,474 shares; 2025Q3: 1,396 shares; 2025Q4: 1,432 shares; 2026Q1: 624 shares 624 $43K <0.01% -808 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,066 shares; 2024Q4: 16,765 shares; 2025Q1: 16,528 shares; 2025Q2: 16,087 shares; 2025Q3: 4,784 shares; 2025Q4: 1,216 shares; 2026Q1: 1,111 shares 1,111 $42.8K <0.01% -105 Timeline FTSL 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: 6,779 shares; 2024Q4: 7,157 shares; 2025Q1: 8,301 shares; 2025Q2: 8,180 shares; 2025Q3: 2,637 shares; 2025Q4: 1,011 shares; 2026Q1: 952 shares 952 $42.6K <0.01% -59 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,003 shares; 2025Q1: 1,881 shares; 2025Q2: 1,841 shares; 2025Q3: 296 shares; 2025Q4: 409 shares; 2026Q1: 470 shares 470 $42.1K <0.01% +61 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $42.1K <0.01% new Timeline CLOU 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: 13,604 shares; 2024Q4: 3,247 shares; 2025Q1: 2,504 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,158 shares; 2026Q1: 2,158 shares 2,158 $42.1K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 1,865 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,670 shares; 2025Q4: 1,673 shares; 2026Q1: 1,673 shares 1,673 $42K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363 shares 363 $41.9K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 4,332 shares; 2025Q1: 713 shares; 2025Q2: 148 shares; 2025Q3: 158 shares; 2025Q4: 1,170 shares; 2026Q1: 1,140 shares 1,140 $41.9K <0.01% -30 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: 898 shares; 2024Q4: 904 shares; 2025Q1: 814 shares; 2025Q2: 509 shares; 2025Q3: 635 shares; 2025Q4: 638 shares; 2026Q1: 641 shares 641 $41.7K <0.01% +3 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,595 shares; 2025Q1: 1,607 shares; 2025Q2: 1,625 shares; 2025Q3: 3,592 shares; 2025Q4: 1,669 shares; 2026Q1: 1,682 shares 1,682 $41.7K <0.01% +13 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares 313 $41.5K <0.01% 0 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 479 shares; 2025Q1: 480 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 532 shares; 2026Q1: 529 shares 529 $41.4K <0.01% -3 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $41.2K <0.01% 0 Timeline MARW 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: 1,200 shares; 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 $40.9K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,022 shares; 2025Q1: 981 shares; 2025Q2: 945 shares; 2025Q3: 921 shares; 2025Q4: 654 shares; 2026Q1: 239 shares 239 $40.4K <0.01% -415 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,927 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 843 shares 843 $40.2K <0.01% 0 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: 1,219 shares; 2024Q4: 1,422 shares; 2025Q1: 4,523 shares; 2025Q2: 8,403 shares; 2025Q3: 42,726 shares; 2025Q4: 3,145 shares; 2026Q1: 2,331 shares 2,331 $40.2K <0.01% -814 Timeline BUFD 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: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares; 2026Q1: 1,435 shares 1,435 $40.2K <0.01% -211 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 2,113 shares; 2025Q1: 2,502 shares; 2025Q2: 2,934 shares; 2025Q3: 1,467 shares; 2025Q4: 1,474 shares; 2026Q1: 1,381 shares 1,381 $40.1K <0.01% -93 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $40.1K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 119 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 211 shares 211 $40K <0.01% +122 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 355 shares; 2025Q1: 359 shares; 2025Q2: 363 shares; 2025Q3: 366 shares; 2025Q4: 394 shares; 2026Q1: 398 shares 398 $40K <0.01% +4 Timeline PBE 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: 5,630 shares; 2024Q4: 5,313 shares; 2025Q1: 4,419 shares; 2025Q2: 2,971 shares; 2025Q3: 584 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $39.8K <0.01% 0 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 800 shares 800 $39.8K <0.01% +200 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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 118 shares; 2026Q1: 173 shares 173 $39.8K <0.01% +55 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 811 shares; 2025Q1: 890 shares; 2025Q2: 908 shares; 2025Q3: 265 shares; 2025Q4: 270 shares; 2026Q1: 265 shares 265 $39.8K <0.01% -5 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,018 shares 1,018 $39.6K <0.01% new Timeline TMFC 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: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $39.5K <0.01% 0 Timeline DSEP 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: 894 shares; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894 $39.3K <0.01% 0 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: 1,332 shares; 2024Q4: 1,262 shares; 2025Q1: 815 shares; 2025Q2: 817 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 365 shares 365 $39.2K <0.01% -11 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 4,939 shares; 2025Q1: 615 shares; 2025Q2: 432 shares; 2025Q3: 147 shares; 2025Q4: 133 shares; 2026Q1: 120 shares 120 $39.2K <0.01% -13 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 421 shares; 2025Q1: 466 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 468 shares 468 $39.2K <0.01% +1 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: 460 shares; 2025Q4: 527 shares; 2026Q1: 518 shares 518 $39.1K <0.01% -9 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 118 shares; 2025Q1: 197 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 195 shares; 2026Q1: 197 shares 197 $39.1K <0.01% +2 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 380 shares; 2025Q2: 370 shares; 2025Q3: 352 shares; 2025Q4: 329 shares; 2026Q1: 338 shares 338 $39K <0.01% +9 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 710 shares; 2025Q2: 705 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 706 shares 706 $39K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 886 shares; 2025Q1: 1,104 shares; 2025Q2: 1,346 shares; 2025Q3: 1,447 shares; 2025Q4: 1,047 shares; 2026Q1: 588 shares 588 $39K <0.01% -459 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $38.9K <0.01% 0 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares; 2026Q1: 2,718 shares 2,718 $38.8K <0.01% +1,679 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 830 shares 830 $38.7K <0.01% -60 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 169 shares; 2025Q2: 164 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 133 shares 133 $38.7K <0.01% -5 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,405 shares; 2025Q1: 1,113 shares; 2025Q2: 930 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $38.1K <0.01% 0 Timeline OCTT 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $38.1K <0.01% 0 Timeline YYY 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: 3,139 shares; 2024Q4: 3,185 shares; 2025Q1: 3,234 shares; 2025Q2: 3,287 shares; 2025Q3: 3,339 shares; 2025Q4: 3,393 shares; 2026Q1: 3,449 shares 3,449 $38K <0.01% +56 Timeline FBCG 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: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 756 shares 756 $37.9K <0.01% 0 Timeline AFSM 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: 16,295 shares; 2024Q4: 18,227 shares; 2025Q1: 16,482 shares; 2025Q2: 17,017 shares; 2025Q3: 17,001 shares; 2025Q4: 16,911 shares; 2026Q1: 1,154 shares 1,154 $37.9K <0.01% -15,757 Timeline CPSN CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,041 shares; 2025Q1: 1,022 shares; 2025Q2: 1,014 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,416 shares 1,416 $37.9K <0.01% +401 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 356 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $37.9K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 1,041 shares; 2025Q1: 613 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares 343 $37.9K <0.01% 0 Timeline