TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 5,891 shares; 2025Q1: 4,440 shares; 2025Q2: 4,349 shares; 2025Q3: 4,468 shares; 2025Q4: 5,338 shares; 2026Q1: 9,100 shares 9,100 $574K <0.01% +3,762 Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP 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: 9,000 shares; 2026Q1: 9,275 shares 9,275 $572K <0.01% +275 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 3,858 shares; 2025Q1: 3,617 shares; 2025Q2: 3,022 shares; 2025Q3: 3,318 shares; 2025Q4: 3,265 shares; 2026Q1: 3,266 shares 3,266 $567K <0.01% +1 Timeline IWMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,001 shares; 2025Q4: 16,348 shares; 2026Q1: 11,955 shares 11,955 $567K <0.01% -4,393 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,194 shares; 2024Q4: 64,732 shares; 2025Q1: 57,505 shares; 2025Q2: 55,766 shares; 2025Q3: 23,892 shares; 2025Q4: 23,930 shares; 2026Q1: 24,310 shares 24,310 $566K <0.01% +380 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,194 shares; 2024Q4: 15,597 shares; 2025Q1: 14,370 shares; 2025Q2: 3,829 shares; 2025Q3: 3,495 shares; 2025Q4: 3,445 shares; 2026Q1: 3,346 shares 3,346 $564K <0.01% -99 Timeline CRNX CRINETICS PHARMACEUTICALS IN More: the full row for CRINETICS PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,073 shares; 2024Q4: 7,224 shares; 2025Q1: 14,898 shares; 2025Q2: 14,893 shares; 2025Q3: 14,893 shares; 2025Q4: 15,858 shares; 2026Q1: 15,537 shares 15,537 $564K <0.01% -321 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,564 shares; 2024Q4: 10,729 shares; 2025Q1: 6,460 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,820 shares; 2026Q1: 3,213 shares 3,213 $564K <0.01% +1,393 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,895 shares; 2024Q4: 9,258 shares; 2025Q1: 6,749 shares; 2025Q2: 5,454 shares; 2025Q3: 5,454 shares; 2025Q4: 10,987 shares; 2026Q1: 11,261 shares 11,261 $563K <0.01% +274 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,985 shares; 2024Q4: 7,099 shares; 2025Q1: 4,769 shares; 2025Q2: 2,787 shares; 2025Q3: 3,164 shares; 2025Q4: 3,497 shares; 2026Q1: 3,113 shares 3,113 $561K <0.01% -384 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,861 shares; 2025Q1: 3,228 shares; 2025Q2: 2,669 shares; 2025Q3: 2,671 shares; 2025Q4: 2,718 shares; 2026Q1: 2,651 shares 2,651 $552K <0.01% -67 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: 13,420 shares; 2024Q4: 16,395 shares; 2025Q1: 12,297 shares; 2025Q2: 10,491 shares; 2025Q3: 10,561 shares; 2025Q4: 10,040 shares; 2026Q1: 10,844 shares 10,844 $551K <0.01% +804 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,034 shares; 2024Q4: 10,319 shares; 2025Q1: 10,693 shares; 2025Q2: 10,962 shares; 2025Q3: 14,237 shares; 2025Q4: 13,813 shares; 2026Q1: 13,561 shares 13,561 $549K <0.01% -252 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,875 shares; 2025Q4: 14,344 shares; 2026Q1: 11,102 shares 11,102 $548K <0.01% -3,242 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 11,994 shares; 2025Q1: 12,151 shares; 2025Q2: 5,919 shares; 2025Q3: 6,726 shares; 2025Q4: 6,750 shares; 2026Q1: 6,617 shares 6,617 $548K <0.01% -133 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,093 shares; 2024Q4: 11,520 shares; 2025Q1: 10,322 shares; 2025Q2: 6,813 shares; 2025Q3: 7,331 shares; 2025Q4: 6,493 shares; 2026Q1: 11,535 shares 11,535 $547K <0.01% +5,042 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,096 shares; 2024Q4: 50,317 shares; 2025Q1: 29,650 shares; 2025Q2: 21,791 shares; 2025Q3: 22,427 shares; 2025Q4: 32,065 shares; 2026Q1: 26,417 shares 26,417 $547K <0.01% -5,648 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,745 shares; 2024Q4: 19,656 shares; 2025Q1: 19,667 shares; 2025Q2: 19,508 shares; 2025Q3: 19,704 shares; 2025Q4: 19,705 shares; 2026Q1: 19,705 shares 19,705 $547K <0.01% 0 Timeline SCHH 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: 85,192 shares; 2024Q4: 85,142 shares; 2025Q1: 88,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,432 shares 25,432 $547K <0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 14,996 shares; 2025Q1: 14,229 shares; 2025Q2: 12,011 shares; 2025Q3: 12,275 shares; 2025Q4: 12,539 shares; 2026Q1: 12,063 shares 12,063 $546K <0.01% -476 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,124 shares 7,124 $545K <0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,843 shares; 2025Q3: 14,171 shares; 2025Q4: 14,119 shares; 2026Q1: 11,578 shares 11,578 $544K <0.01% -2,541 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 4,427 shares; 2025Q1: 3,169 shares; 2025Q2: 3,130 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,178 shares 3,178 $543K <0.01% +47 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,514 shares; 2024Q4: 7,124 shares; 2025Q1: 6,937 shares; 2025Q2: 7,013 shares; 2025Q3: 7,214 shares; 2025Q4: 7,511 shares; 2026Q1: 7,633 shares 7,633 $543K <0.01% +122 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,448 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,595 shares; 2025Q4: 9,954 shares; 2026Q1: 10,003 shares 10,003 $543K <0.01% +49 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,374 shares; 2024Q4: 12,908 shares; 2025Q1: 18,892 shares; 2025Q2: 8,669 shares; 2025Q3: 9,278 shares; 2025Q4: 13,672 shares; 2026Q1: 9,045 shares 9,045 $542K <0.01% -4,627 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 1,734 shares; 2025Q1: 1,833 shares; 2025Q2: 1,510 shares; 2025Q3: 1,433 shares; 2025Q4: 1,339 shares; 2026Q1: 1,275 shares 1,275 $541K <0.01% -64 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,149 shares 18,149 $541K <0.01% new Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,616 shares; 2026Q1: 19,900 shares 19,900 $541K <0.01% +284 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,148 shares; 2024Q4: 10,827 shares; 2025Q1: 11,327 shares; 2025Q2: 6,846 shares; 2025Q3: 6,644 shares; 2025Q4: 3,664 shares; 2026Q1: 5,129 shares 5,129 $541K <0.01% +1,465 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,186 shares; 2024Q4: 5,842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 767 shares 767 $539K <0.01% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,159 shares; 2025Q4: 7,350 shares; 2026Q1: 6,280 shares 6,280 $539K <0.01% -1,070 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: 3,102 shares; 2025Q1: 2,558 shares; 2025Q2: 1,554 shares; 2025Q3: 1,685 shares; 2025Q4: 1,308 shares; 2026Q1: 1,483 shares 1,483 $539K <0.01% +175 Timeline ORBS EIGHTCO HOLDINGS INC More: the full row for EIGHTCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 575,000 shares 575,000 $536K <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,028 shares; 2024Q4: 22,047 shares; 2025Q1: 22,881 shares; 2025Q2: 6,569 shares; 2025Q3: 5,959 shares; 2025Q4: 7,884 shares; 2026Q1: 9,435 shares 9,435 $534K <0.01% +1,551 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 735 shares; 2025Q1: 804 shares; 2025Q2: 1,790 shares; 2025Q3: 1,753 shares; 2025Q4: 1,774 shares; 2026Q1: 1,769 shares 1,769 $532K <0.01% -5 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,632 shares; 2024Q4: 85,325 shares; 2025Q1: 52,307 shares; 2025Q2: 19,025 shares; 2025Q3: 20,982 shares; 2025Q4: 40,174 shares; 2026Q1: 47,129 shares 47,129 $532K <0.01% +6,955 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,829 shares; 2024Q4: 8,416 shares; 2025Q1: 9,300 shares; 2025Q2: 4,214 shares; 2025Q3: 4,940 shares; 2025Q4: 4,318 shares; 2026Q1: 4,642 shares 4,642 $530K <0.01% +324 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 2,840 shares; 2026Q1: 3,047 shares 3,047 $529K <0.01% +207 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,107 shares; 2025Q3: 27,107 shares; 2025Q4: 26,930 shares; 2026Q1: 26,930 shares 26,930 $528K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,695 shares; 2024Q4: 15,856 shares; 2025Q1: 13,103 shares; 2025Q2: 10,010 shares; 2025Q3: 10,499 shares; 2025Q4: 10,630 shares; 2026Q1: 31,019 shares 31,019 $526K <0.01% +20,389 Timeline BBAX 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: 5,226 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,844 shares 8,844 $526K <0.01% new Timeline DFEM 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: 24,689 shares; 2024Q4: 22,121 shares; 2025Q1: 23,453 shares; 2025Q2: 16,989 shares; 2025Q3: 9,453 shares; 2025Q4: 9,614 shares; 2026Q1: 15,210 shares 15,210 $526K <0.01% +5,596 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,723 shares; 2026Q1: 6,653 shares 6,653 $525K <0.01% +3,930 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 3,183 shares; 2025Q1: 3,108 shares; 2025Q2: 3,077 shares; 2025Q3: 3,085 shares; 2025Q4: 3,820 shares; 2026Q1: 3,759 shares 3,759 $520K <0.01% -61 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,290 shares; 2024Q4: 136,435 shares; 2025Q1: 138,816 shares; 2025Q2: 143,690 shares; 2025Q3: 143,690 shares; 2025Q4: 118,640 shares; 2026Q1: 121,040 shares 121,040 $519K <0.01% +2,400 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: 6,154 shares; 2024Q4: 6,164 shares; 2025Q1: 6,170 shares; 2025Q2: 6,081 shares; 2025Q3: 6,088 shares; 2025Q4: 6,096 shares; 2026Q1: 6,109 shares 6,109 $519K <0.01% +13 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS 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: 8,731 shares; 2026Q1: 19,117 shares 19,117 $518K <0.01% +10,386 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 2,838 shares; 2025Q1: 2,768 shares; 2025Q2: 1,561 shares; 2025Q3: 2,338 shares; 2025Q4: 1,891 shares; 2026Q1: 2,118 shares 2,118 $518K <0.01% +227 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,656 shares; 2024Q4: 24,962 shares; 2025Q1: 9,400 shares; 2025Q2: 26,256 shares; 2025Q3: 28,483 shares; 2025Q4: 34,072 shares; 2026Q1: 16,856 shares 16,856 $518K <0.01% -17,216 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,890 shares; 2024Q4: 1,939 shares; 2025Q1: 2,075 shares; 2025Q2: 703 shares; 2025Q3: 821 shares; 2025Q4: 1,067 shares; 2026Q1: 960 shares 960 $518K <0.01% -107 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,563 shares; 2024Q4: 4,737 shares; 2025Q1: 5,656 shares; 2025Q2: 6,234 shares; 2025Q3: 4,279 shares; 2025Q4: 4,401 shares; 2026Q1: 4,197 shares 4,197 $517K <0.01% -204 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,382 shares; 2024Q4: 30,383 shares; 2025Q1: 30,791 shares; 2025Q2: 15,423 shares; 2025Q3: 15,423 shares; 2025Q4: 15,424 shares; 2026Q1: 15,424 shares 15,424 $517K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,813 shares; 2024Q4: 11,043 shares; 2025Q1: 13,965 shares; 2025Q2: 4,271 shares; 2025Q3: 4,271 shares; 2025Q4: 5,823 shares; 2026Q1: 5,340 shares 5,340 $516K <0.01% -483 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,826 shares; 2024Q4: 49,625 shares; 2025Q1: 53,722 shares; 2025Q2: 1,454 shares; 2025Q3: 1,586 shares; 2025Q4: 2,641 shares; 2026Q1: 3,018 shares 3,018 $515K <0.01% +377 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,034 shares; 2024Q4: 1,830 shares; 2025Q1: 1,543 shares; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 962 shares; 2026Q1: 2,571 shares 2,571 $509K <0.01% +1,609 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,202 shares; 2024Q4: 4,657 shares; 2025Q1: 10,093 shares; 2025Q2: 8,415 shares; 2025Q3: 8,533 shares; 2025Q4: 8,582 shares; 2026Q1: 8,033 shares 8,033 $508K <0.01% -549 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,441 shares; 2024Q4: 12,469 shares; 2025Q1: 13,000 shares; 2025Q2: 9,622 shares; 2025Q3: 9,884 shares; 2025Q4: 12,144 shares; 2026Q1: 9,058 shares 9,058 $505K <0.01% -3,086 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,907 shares; 2024Q4: 18,205 shares; 2025Q1: 7,140 shares; 2025Q2: 6,252 shares; 2025Q3: 6,316 shares; 2025Q4: 7,544 shares; 2026Q1: 4,038 shares 4,038 $505K <0.01% -3,506 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,620 shares; 2024Q4: 5,608 shares; 2025Q1: 5,198 shares; 2025Q2: 4,273 shares; 2025Q3: 4,751 shares; 2025Q4: 4,400 shares; 2026Q1: 4,168 shares 4,168 $504K <0.01% -232 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: 13,610 shares; 2024Q4: 11,588 shares; 2025Q1: 10,996 shares; 2025Q2: not reported; 2025Q3: 22,332 shares; 2025Q4: 22,752 shares; 2026Q1: 29,383 shares 29,383 $504K <0.01% +6,631 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,639 shares; 2024Q4: 3,477 shares; 2025Q1: 7,306 shares; 2025Q2: 2,638 shares; 2025Q3: 3,181 shares; 2025Q4: 3,201 shares; 2026Q1: 2,549 shares 2,549 $503K <0.01% -652 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,840 shares; 2024Q4: 7,400 shares; 2025Q1: 10,334 shares; 2025Q2: 5,634 shares; 2025Q3: 3,135 shares; 2025Q4: 3,098 shares; 2026Q1: 3,662 shares 3,662 $502K <0.01% +564 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: 106,135 shares; 2024Q4: 26,587 shares; 2025Q1: 24,737 shares; 2025Q2: 33,442 shares; 2025Q3: 33,573 shares; 2025Q4: 33,452 shares; 2026Q1: 35,559 shares 35,559 $501K <0.01% +2,107 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 9,981 shares; 2025Q1: 9,851 shares; 2025Q2: 9,519 shares; 2025Q3: 9,607 shares; 2025Q4: 10,017 shares; 2026Q1: 10,144 shares 10,144 $499K <0.01% +127 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,269 shares; 2024Q4: 3,517 shares; 2025Q1: 3,265 shares; 2025Q2: 3,112 shares; 2025Q3: 3,318 shares; 2025Q4: 3,203 shares; 2026Q1: 3,243 shares 3,243 $498K <0.01% +40 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,921 shares; 2024Q4: 41,619 shares; 2025Q1: 40,451 shares; 2025Q2: 22,752 shares; 2025Q3: 23,629 shares; 2025Q4: 19,369 shares; 2026Q1: 23,476 shares 23,476 $498K <0.01% +4,107 Timeline AIDX 20/20 BIOLABS INC More: the full row for 20/20 BIOLABS 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: 264,368 shares 264,368 $497K <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: 3,419 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,966 shares; 2025Q4: 2,424 shares; 2026Q1: 2,433 shares 2,433 $494K <0.01% +9 Timeline QQQJ 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: 30,145 shares; 2024Q4: 28,149 shares; 2025Q1: 19,445 shares; 2025Q2: 13,141 shares; 2025Q3: 13,141 shares; 2025Q4: 12,829 shares; 2026Q1: 13,632 shares 13,632 $494K <0.01% +803 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,456 shares; 2024Q4: 3,344 shares; 2025Q1: 3,309 shares; 2025Q2: 2,276 shares; 2025Q3: 2,549 shares; 2025Q4: 2,325 shares; 2026Q1: 3,172 shares 3,172 $493K <0.01% +847 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,785 shares; 2026Q1: 4,371 shares 4,371 $492K <0.01% +1,586 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 2,531 shares; 2025Q1: 3,347 shares; 2025Q2: 2,895 shares; 2025Q3: 2,871 shares; 2025Q4: 3,149 shares; 2026Q1: 1,563 shares 1,563 $491K <0.01% -1,586 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,721 shares; 2024Q4: 35,128 shares; 2025Q1: 35,071 shares; 2025Q2: 37,000 shares; 2025Q3: 38,448 shares; 2025Q4: 38,448 shares; 2026Q1: 17,038 shares 17,038 $486K <0.01% -21,410 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,017 shares; 2024Q4: 2,314 shares; 2025Q1: 2,643 shares; 2025Q2: 2,501 shares; 2025Q3: 2,626 shares; 2025Q4: 2,507 shares; 2026Q1: 2,807 shares 2,807 $485K <0.01% +300 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,386 shares; 2024Q4: 4,827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,308 shares; 2026Q1: 2,023 shares 2,023 $482K <0.01% +715 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,648 shares; 2024Q4: 14,745 shares; 2025Q1: 14,745 shares; 2025Q2: 14,745 shares; 2025Q3: 14,745 shares; 2025Q4: 14,745 shares; 2026Q1: 14,265 shares 14,265 $480K <0.01% -480 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,790 shares; 2024Q4: 6,325 shares; 2025Q1: 5,780 shares; 2025Q2: 4,118 shares; 2025Q3: 4,138 shares; 2025Q4: 4,291 shares; 2026Q1: 3,517 shares 3,517 $479K <0.01% -774 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: 79,150 shares; 2024Q4: 13,912 shares; 2025Q1: 11,059 shares; 2025Q2: 6,242 shares; 2025Q3: 6,556 shares; 2025Q4: 6,835 shares; 2026Q1: 6,614 shares 6,614 $479K <0.01% -221 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,381 shares; 2024Q4: 9,948 shares; 2025Q1: 11,339 shares; 2025Q2: 10,661 shares; 2025Q3: 10,675 shares; 2025Q4: 9,956 shares; 2026Q1: 10,784 shares 10,784 $478K <0.01% +828 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 2,205 shares; 2025Q1: 2,534 shares; 2025Q2: 2,267 shares; 2025Q3: 2,692 shares; 2025Q4: 2,775 shares; 2026Q1: 2,371 shares 2,371 $478K <0.01% -404 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,536 shares; 2025Q3: 20,696 shares; 2025Q4: 32,919 shares; 2026Q1: 33,129 shares 33,129 $478K <0.01% +210 Timeline AZ A2Z CUST2MATE SOLUTIONS CORP More: the full row for A2Z CUST2MATE SOLUTIONS 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: 55,600 shares; 2025Q4: 71,600 shares; 2026Q1: 71,600 shares 71,600 $478K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,216 shares 12,216 $476K <0.01% new Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 3,956 shares; 2025Q1: 4,352 shares; 2025Q2: 4,983 shares; 2025Q3: 5,492 shares; 2025Q4: 5,536 shares; 2026Q1: 8,333 shares 8,333 $475K <0.01% +2,797 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,006 shares; 2024Q4: 6,197 shares; 2025Q1: 4,903 shares; 2025Q2: 3,308 shares; 2025Q3: 3,317 shares; 2025Q4: 3,418 shares; 2026Q1: 4,337 shares 4,337 $475K <0.01% +919 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,127 shares; 2024Q4: 50,044 shares; 2025Q1: 36,397 shares; 2025Q2: 34,324 shares; 2025Q3: 35,280 shares; 2025Q4: 34,941 shares; 2026Q1: 4,425 shares 4,425 $474K <0.01% -30,516 Timeline AOR 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: 7,342 shares; 2025Q4: 7,342 shares; 2026Q1: 7,342 shares 7,342 $472K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 7,330 shares; 2025Q1: 7,168 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 3,048 shares; 2026Q1: 3,240 shares 3,240 $472K <0.01% +192 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,950 shares; 2024Q4: 6,975 shares; 2025Q1: 6,975 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 6,975 shares; 2026Q1: 6,975 shares 6,975 $469K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,222 shares; 2024Q4: 4,124 shares; 2025Q1: 3,592 shares; 2025Q2: 2,813 shares; 2025Q3: 3,698 shares; 2025Q4: 3,245 shares; 2026Q1: 3,701 shares 3,701 $468K <0.01% +456 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,889 shares; 2024Q4: 28,155 shares; 2025Q1: 26,962 shares; 2025Q2: 10,454 shares; 2025Q3: 9,686 shares; 2025Q4: 9,046 shares; 2026Q1: 9,046 shares 9,046 $468K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 186 shares; 2025Q1: 118 shares; 2025Q2: 69 shares; 2025Q3: 70 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $468K <0.01% 0 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: 39,619 shares; 2024Q4: 25,278 shares; 2025Q1: 25,300 shares; 2025Q2: 21,779 shares; 2025Q3: 38,171 shares; 2025Q4: 44,823 shares; 2026Q1: 31,005 shares 31,005 $467K <0.01% -13,818 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,248 shares; 2024Q4: 14,969 shares; 2025Q1: 11,603 shares; 2025Q2: 13,737 shares; 2025Q3: 27,586 shares; 2025Q4: 25,013 shares; 2026Q1: 18,725 shares 18,725 $466K <0.01% -6,288 Timeline PSCT 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: 12,559 shares; 2024Q4: 11,656 shares; 2025Q1: 10,457 shares; 2025Q2: 7,518 shares; 2025Q3: 7,518 shares; 2025Q4: 7,206 shares; 2026Q1: 7,746 shares 7,746 $465K <0.01% +540 Timeline IYY 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: 2,912 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,912 shares 2,912 $461K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,424 shares; 2024Q4: 37,299 shares; 2025Q1: 35,319 shares; 2025Q2: 4,220 shares; 2025Q3: 4,265 shares; 2025Q4: 4,412 shares; 2026Q1: 3,066 shares 3,066 $461K <0.01% -1,346 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 1,711 shares; 2025Q1: 1,937 shares; 2025Q2: 1,540 shares; 2025Q3: 1,622 shares; 2025Q4: 1,542 shares; 2026Q1: 1,727 shares 1,727 $458K <0.01% +185 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,994 shares; 2024Q4: 8,745 shares; 2025Q1: 8,280 shares; 2025Q2: 2,134 shares; 2025Q3: 2,684 shares; 2025Q4: 2,563 shares; 2026Q1: 3,523 shares 3,523 $458K <0.01% +960 Timeline SVRA SAVARA INC More: the full row for SAVARA 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: 83,334 shares; 2026Q1: 83,484 shares 83,484 $456K <0.01% +150 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,668 shares; 2024Q4: not reported; 2025Q1: 11,328 shares; 2025Q2: 10,966 shares; 2025Q3: 10,423 shares; 2025Q4: 11,086 shares; 2026Q1: 15,904 shares 15,904 $454K <0.01% +4,818 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,006 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,352 shares; 2025Q4: 9,158 shares; 2026Q1: 10,599 shares 10,599 $450K <0.01% +1,441 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: 12,576 shares; 2024Q4: 3,571 shares; 2025Q1: 3,975 shares; 2025Q2: 3,033 shares; 2025Q3: 3,127 shares; 2025Q4: 3,118 shares; 2026Q1: 3,234 shares 3,234 $449K <0.01% +116 Timeline EES 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: 15,456 shares; 2024Q4: 7,728 shares; 2025Q1: 7,728 shares; 2025Q2: 7,728 shares; 2025Q3: 7,728 shares; 2025Q4: 7,728 shares; 2026Q1: 7,728 shares 7,728 $449K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,634 shares; 2025Q3: 47,055 shares; 2025Q4: 47,932 shares; 2026Q1: 25,310 shares 25,310 $448K <0.01% -22,622 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,863 shares; 2024Q4: 45,574 shares; 2025Q1: 43,553 shares; 2025Q2: 39,615 shares; 2025Q3: 39,624 shares; 2025Q4: 39,633 shares; 2026Q1: 39,643 shares 39,643 $448K <0.01% +10 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,405 shares; 2024Q4: 17,595 shares; 2025Q1: not reported; 2025Q2: 5,833 shares; 2025Q3: 6,795 shares; 2025Q4: 6,798 shares; 2026Q1: 6,900 shares 6,900 $447K <0.01% +102 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,844 shares; 2025Q1: 2,844 shares; 2025Q2: 2,640 shares; 2025Q3: 2,643 shares; 2025Q4: 2,644 shares; 2026Q1: 2,803 shares 2,803 $445K <0.01% +159 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,633 shares; 2024Q4: 17,620 shares; 2025Q1: 17,610 shares; 2025Q2: 17,569 shares; 2025Q3: 17,693 shares; 2025Q4: 17,801 shares; 2026Q1: 17,921 shares 17,921 $445K <0.01% +120 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 124 shares; 2025Q1: 229 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $444K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 6,193 shares; 2025Q1: 2,720 shares; 2025Q2: 2,464 shares; 2025Q3: 2,531 shares; 2025Q4: 2,964 shares; 2026Q1: 3,478 shares 3,478 $443K <0.01% +514 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,226 shares; 2024Q4: 42,474 shares; 2025Q1: 40,641 shares; 2025Q2: 67,848 shares; 2025Q3: 67,848 shares; 2025Q4: 67,856 shares; 2026Q1: 42,619 shares 42,619 $442K <0.01% -25,237 Timeline DFLV 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: 12,280 shares 12,280 $439K <0.01% new Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 6,953 shares; 2025Q3: 11,621 shares; 2025Q4: 8,451 shares; 2026Q1: 8,450 shares 8,450 $437K <0.01% -1 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,701 shares 6,701 $436K <0.01% new Timeline JQUA 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: 5,951 shares; 2024Q4: 5,951 shares; 2025Q1: 5,951 shares; 2025Q2: 6,696 shares; 2025Q3: 6,698 shares; 2025Q4: 6,701 shares; 2026Q1: 7,067 shares 7,067 $433K <0.01% +366 Timeline DTI DRILLING TOOLS INTL CORP More: the full row for DRILLING TOOLS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,159 shares; 2025Q1: 70,489 shares; 2025Q2: 77,159 shares; 2025Q3: 200,521 shares; 2025Q4: 122,347 shares; 2026Q1: 99,834 shares 99,834 $432K <0.01% -22,513 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,113 shares 1,113 $432K <0.01% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,120 shares; 2024Q4: 10,280 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares; 2025Q3: 10,280 shares; 2025Q4: 10,280 shares; 2026Q1: 10,280 shares 10,280 $430K <0.01% 0 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: 25,654 shares; 2024Q4: 4,987 shares; 2025Q1: 5,751 shares; 2025Q2: 2,824 shares; 2025Q3: 2,909 shares; 2025Q4: 2,814 shares; 2026Q1: 2,943 shares 2,943 $430K <0.01% +129 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,018 shares; 2024Q4: 3,147 shares; 2025Q1: 2,446 shares; 2025Q2: 2,022 shares; 2025Q3: 2,079 shares; 2025Q4: 2,138 shares; 2026Q1: 2,190 shares 2,190 $428K <0.01% +52 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 5,366 shares; 2025Q1: 7,324 shares; 2025Q2: 2,180 shares; 2025Q3: 2,899 shares; 2025Q4: 3,881 shares; 2026Q1: 3,982 shares 3,982 $427K <0.01% +101 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: 15,067 shares; 2024Q4: 14,933 shares; 2025Q1: 14,923 shares; 2025Q2: 14,872 shares; 2025Q3: 14,872 shares; 2025Q4: 14,910 shares; 2026Q1: 16,172 shares 16,172 $425K <0.01% +1,262 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,822 shares; 2024Q4: 11,888 shares; 2025Q1: 10,462 shares; 2025Q2: 6,193 shares; 2025Q3: 6,277 shares; 2025Q4: 6,054 shares; 2026Q1: 4,793 shares 4,793 $424K <0.01% -1,261 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 7,500 shares 7,500 $424K <0.01% -2,500 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,917 shares; 2024Q4: 2,392 shares; 2025Q1: 2,134 shares; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 1,796 shares; 2026Q1: 2,443 shares 2,443 $423K <0.01% +647 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,950 shares; 2024Q4: 13,771 shares; 2025Q1: 12,953 shares; 2025Q2: 10,796 shares; 2025Q3: 11,042 shares; 2025Q4: 10,860 shares; 2026Q1: 14,194 shares 14,194 $423K <0.01% +3,334 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 11,934 shares; 2025Q1: 14,615 shares; 2025Q2: 6,455 shares; 2025Q3: 14,005 shares; 2025Q4: 11,257 shares; 2026Q1: 11,912 shares 11,912 $423K <0.01% +655 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,947 shares; 2025Q4: 6,947 shares; 2026Q1: 7,028 shares 7,028 $422K <0.01% +81 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,240 shares; 2024Q4: 12,677 shares; 2025Q1: 13,202 shares; 2025Q2: 1,480 shares; 2025Q3: 1,615 shares; 2025Q4: 1,611 shares; 2026Q1: 2,208 shares 2,208 $421K <0.01% +597 Timeline FMAR 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: 8,686 shares; 2024Q4: 8,686 shares; 2025Q1: 8,686 shares; 2025Q2: 8,686 shares; 2025Q3: 8,686 shares; 2025Q4: 8,686 shares; 2026Q1: 8,686 shares 8,686 $421K <0.01% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,478 shares; 2025Q2: 7,414 shares; 2025Q3: 7,854 shares; 2025Q4: 10,260 shares; 2026Q1: 10,260 shares 10,260 $418K <0.01% 0 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,993 shares 15,993 $417K <0.01% new 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: 15,637 shares; 2024Q4: 15,637 shares; 2025Q1: 15,637 shares; 2025Q2: 15,637 shares; 2025Q3: 15,637 shares; 2025Q4: 15,637 shares; 2026Q1: 15,237 shares 15,237 $417K <0.01% -400 Timeline GMAR 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: 10,241 shares; 2024Q4: 10,241 shares; 2025Q1: 10,241 shares; 2025Q2: 9,991 shares; 2025Q3: 9,991 shares; 2025Q4: 9,991 shares; 2026Q1: 9,991 shares 9,991 $417K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,907 shares; 2024Q4: 15,966 shares; 2025Q1: 10,051 shares; 2025Q2: not reported; 2025Q3: 11,322 shares; 2025Q4: 9,828 shares; 2026Q1: 17,304 shares 17,304 $414K <0.01% +7,476 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,441 shares; 2024Q4: 32,803 shares; 2025Q1: 26,730 shares; 2025Q2: 11,588 shares; 2025Q3: 12,492 shares; 2025Q4: 15,011 shares; 2026Q1: 12,925 shares 12,925 $414K <0.01% -2,086 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,111 shares; 2024Q4: 114,167 shares; 2025Q1: 118,614 shares; 2025Q2: 16,879 shares; 2025Q3: 19,717 shares; 2025Q4: 14,597 shares; 2026Q1: 19,790 shares 19,790 $413K <0.01% +5,193 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 2,309 shares 2,309 $412K <0.01% +250 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,282 shares; 2025Q3: 3,901 shares; 2025Q4: 4,488 shares; 2026Q1: 4,762 shares 4,762 $410K <0.01% +274 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,821 shares; 2025Q3: 10,383 shares; 2025Q4: 10,702 shares; 2026Q1: 11,230 shares 11,230 $409K <0.01% +528 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 1,375 shares; 2025Q1: 1,136 shares; 2025Q2: 474 shares; 2025Q3: 350 shares; 2025Q4: 369 shares; 2026Q1: 352 shares 352 $408K <0.01% -17 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: 30,309 shares; 2024Q4: 12,543 shares; 2025Q1: 10,474 shares; 2025Q2: 5,338 shares; 2025Q3: 5,729 shares; 2025Q4: 5,355 shares; 2026Q1: 4,425 shares 4,425 $408K <0.01% -930 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 3,834 shares; 2025Q1: 4,235 shares; 2025Q2: 3,138 shares; 2025Q3: 3,219 shares; 2025Q4: 3,205 shares; 2026Q1: 3,061 shares 3,061 $407K <0.01% -144 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,736 shares; 2024Q4: 25,566 shares; 2025Q1: 27,807 shares; 2025Q2: 7,598 shares; 2025Q3: 7,899 shares; 2025Q4: 7,469 shares; 2026Q1: 7,627 shares 7,627 $407K <0.01% +158 Timeline FDLO 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: 6,327 shares; 2024Q4: 6,305 shares; 2025Q1: 6,305 shares; 2025Q2: 6,304 shares; 2025Q3: 6,304 shares; 2025Q4: 6,304 shares; 2026Q1: 6,304 shares 6,304 $407K <0.01% 0 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: 71,105 shares; 2024Q4: 24,678 shares; 2025Q1: 20,450 shares; 2025Q2: 9,858 shares; 2025Q3: 8,368 shares; 2025Q4: 9,317 shares; 2026Q1: 4,980 shares 4,980 $407K <0.01% -4,337 Timeline WELLS FARGO & CO 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: 270 shares; 2024Q4: 1,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $407K <0.01% 0 BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,372 shares; 2024Q4: 9,372 shares; 2025Q1: not reported; 2025Q2: 24,283 shares; 2025Q3: 24,286 shares; 2025Q4: 23,797 shares; 2026Q1: 11,195 shares 11,195 $404K <0.01% -12,602 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: 2,221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,355 shares 1,355 $404K <0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 5,172 shares; 2025Q1: 5,380 shares; 2025Q2: 3,029 shares; 2025Q3: 10,099 shares; 2025Q4: 8,365 shares; 2026Q1: 3,701 shares 3,701 $403K <0.01% -4,664 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $403K <0.01% 0 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,761 shares; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 5,761 shares; 2025Q4: 5,761 shares; 2026Q1: 5,761 shares 5,761 $403K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,697 shares; 2024Q4: 8,780 shares; 2025Q1: 11,503 shares; 2025Q2: 6,428 shares; 2025Q3: 7,469 shares; 2025Q4: 9,287 shares; 2026Q1: 9,971 shares 9,971 $402K <0.01% +684 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,620 shares; 2025Q2: 6,063 shares; 2025Q3: 9,831 shares; 2025Q4: 9,887 shares; 2026Q1: 6,775 shares 6,775 $399K <0.01% -3,112 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,720 shares; 2024Q4: 30,820 shares; 2025Q1: 24,045 shares; 2025Q2: 14,470 shares; 2025Q3: 9,222 shares; 2025Q4: 8,942 shares; 2026Q1: 8,243 shares 8,243 $399K <0.01% -699 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: not reported; 2024Q4: not reported; 2025Q1: 4,996 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares; 2026Q1: 4,996 shares 4,996 $399K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,894 shares; 2024Q4: 13,938 shares; 2025Q1: 11,415 shares; 2025Q2: 7,408 shares; 2025Q3: 10,710 shares; 2025Q4: 11,066 shares; 2026Q1: 11,193 shares 11,193 $397K <0.01% +127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,115 shares; 2025Q3: 4,116 shares; 2025Q4: 4,198 shares; 2026Q1: 4,200 shares 4,200 $397K <0.01% +2 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: 1,809 shares; 2024Q4: 1,802 shares; 2025Q1: 2,181 shares; 2025Q2: 1,725 shares; 2025Q3: 2,028 shares; 2025Q4: 2,532 shares; 2026Q1: 2,425 shares 2,425 $397K <0.01% -107 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,318 shares; 2024Q4: 14,445 shares; 2025Q1: 12,897 shares; 2025Q2: 13,051 shares; 2025Q3: 12,617 shares; 2025Q4: 12,619 shares; 2026Q1: 8,609 shares 8,609 $394K <0.01% -4,010 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,563 shares; 2024Q4: 20,248 shares; 2025Q1: 17,535 shares; 2025Q2: 9,112 shares; 2025Q3: 11,200 shares; 2025Q4: 9,212 shares; 2026Q1: 10,628 shares 10,628 $393K <0.01% +1,416 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,680 shares; 2024Q4: 37,390 shares; 2025Q1: 37,375 shares; 2025Q2: 36,602 shares; 2025Q3: 36,602 shares; 2025Q4: 10,083 shares; 2026Q1: 10,149 shares 10,149 $393K <0.01% +66 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 33,268 shares; 2025Q4: 32,562 shares; 2026Q1: 36,180 shares 36,180 $392K <0.01% +3,618 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,913 shares; 2024Q4: 32,378 shares; 2025Q1: 23,565 shares; 2025Q2: 19,437 shares; 2025Q3: 12,992 shares; 2025Q4: 12,576 shares; 2026Q1: 22,853 shares 22,853 $391K <0.01% +10,277 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,299 shares 50,299 $386K <0.01% +299 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,624 shares; 2025Q3: 17,900 shares; 2025Q4: 17,900 shares; 2026Q1: 17,900 shares 17,900 $384K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,829 shares; 2024Q4: 21,454 shares; 2025Q1: 18,050 shares; 2025Q2: 5,715 shares; 2025Q3: 6,191 shares; 2025Q4: 6,043 shares; 2026Q1: 6,114 shares 6,114 $384K <0.01% +71 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: 5,385 shares; 2024Q4: 1,415 shares; 2025Q1: 1,468 shares; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 435 shares; 2026Q1: 526 shares 526 $383K <0.01% +91 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 2,596 shares 2,596 $383K <0.01% +796 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: 53,616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,457 shares; 2026Q1: 9,803 shares 9,803 $382K <0.01% +346 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,685 shares; 2024Q4: 54,113 shares; 2025Q1: 83,557 shares; 2025Q2: 56,268 shares; 2025Q3: 56,396 shares; 2025Q4: 56,396 shares; 2026Q1: 55,684 shares 55,684 $380K <0.01% -712 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,291 shares; 2024Q4: 77,183 shares; 2025Q1: 66,664 shares; 2025Q2: 26,254 shares; 2025Q3: 31,098 shares; 2025Q4: 31,131 shares; 2026Q1: 29,479 shares 29,479 $380K <0.01% -1,652 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 2,085 shares; 2025Q1: 1,514 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 1,003 shares; 2026Q1: 1,778 shares 1,778 $379K <0.01% +775 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 1,036 shares; 2025Q1: 810 shares; 2025Q2: 694 shares; 2025Q3: 690 shares; 2025Q4: 773 shares; 2026Q1: 627 shares 627 $379K <0.01% -146 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,381 shares; 2024Q4: 84,381 shares; 2025Q1: 84,381 shares; 2025Q2: 84,381 shares; 2025Q3: 84,381 shares; 2025Q4: 84,381 shares; 2026Q1: 84,381 shares 84,381 $379K <0.01% 0 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,498 shares; 2025Q3: 2,226 shares; 2025Q4: 2,219 shares; 2026Q1: 2,172 shares 2,172 $378K <0.01% -47 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,584 shares; 2025Q1: 1,765 shares; 2025Q2: not reported; 2025Q3: 1,673 shares; 2025Q4: 1,764 shares; 2026Q1: 1,838 shares 1,838 $377K <0.01% +74 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,105 shares; 2024Q4: 15,893 shares; 2025Q1: 7,857 shares; 2025Q2: not reported; 2025Q3: 2,309 shares; 2025Q4: 3,523 shares; 2026Q1: 3,354 shares 3,354 $377K <0.01% -169 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares; 2025Q4: 3,578 shares; 2026Q1: 4,362 shares 4,362 $376K <0.01% +784 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,094 shares; 2024Q4: 51,027 shares; 2025Q1: 11,510 shares; 2025Q2: 9,687 shares; 2025Q3: 9,687 shares; 2025Q4: 13,255 shares; 2026Q1: 13,458 shares 13,458 $375K <0.01% +203 Timeline IYRI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,353 shares; 2025Q4: 8,068 shares; 2026Q1: 7,873 shares 7,873 $372K <0.01% -195 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 2,420 shares; 2025Q1: 2,978 shares; 2025Q2: 1,729 shares; 2025Q3: 1,962 shares; 2025Q4: 1,755 shares; 2026Q1: 1,078 shares 1,078 $372K <0.01% -677 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: 2,174 shares; 2025Q1: 2,141 shares; 2025Q2: 1,360 shares; 2025Q3: 1,371 shares; 2025Q4: 3,855 shares; 2026Q1: 1,100 shares 1,100 $372K <0.01% -2,755 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,861 shares; 2024Q4: 19,208 shares; 2025Q1: 18,622 shares; 2025Q2: 6,617 shares; 2025Q3: 8,400 shares; 2025Q4: 8,244 shares; 2026Q1: 6,012 shares 6,012 $372K <0.01% -2,232 Timeline FNDF 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: 88,253 shares; 2024Q4: 34,281 shares; 2025Q1: 33,330 shares; 2025Q2: not reported; 2025Q3: 6,633 shares; 2025Q4: 7,445 shares; 2026Q1: 7,510 shares 7,510 $367K <0.01% +65 Timeline MBBA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,378 shares 7,378 $367K <0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,193 shares; 2024Q4: 15,294 shares; 2025Q1: 12,280 shares; 2025Q2: 9,227 shares; 2025Q3: 10,024 shares; 2025Q4: 8,435 shares; 2026Q1: 9,853 shares 9,853 $367K <0.01% +1,418 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,244 shares; 2025Q1: 4,247 shares; 2025Q2: 3,921 shares; 2025Q3: 3,923 shares; 2025Q4: 3,025 shares; 2026Q1: 3,007 shares 3,007 $367K <0.01% -18 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,286 shares; 2024Q4: 9,286 shares; 2025Q1: 9,286 shares; 2025Q2: 9,286 shares; 2025Q3: 9,286 shares; 2025Q4: 9,286 shares; 2026Q1: 9,286 shares 9,286 $365K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,151 shares; 2024Q4: 6,542 shares; 2025Q1: 3,906 shares; 2025Q2: 1,216 shares; 2025Q3: 1,709 shares; 2025Q4: 1,217 shares; 2026Q1: 1,582 shares 1,582 $365K <0.01% +365 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,933 shares; 2026Q1: 4,917 shares 4,917 $364K <0.01% -16 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,753 shares; 2025Q4: 30,878 shares; 2026Q1: 12,837 shares 12,837 $364K <0.01% -18,041 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,379 shares; 2025Q2: 37,084 shares; 2025Q3: 37,084 shares; 2025Q4: 37,084 shares; 2026Q1: 36,495 shares 36,495 $363K <0.01% -589 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,103 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $363K <0.01% 0 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,618 shares; 2024Q4: 20,292 shares; 2025Q1: 20,292 shares; 2025Q2: 20,292 shares; 2025Q3: 20,292 shares; 2025Q4: 20,292 shares; 2026Q1: 20,292 shares 20,292 $359K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,725 shares; 2025Q1: 1,683 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,955 shares 1,955 $356K <0.01% new Timeline CORB 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: 11,815 shares; 2026Q1: 11,980 shares 11,980 $355K <0.01% +165 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP 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: 13,365 shares; 2025Q4: 28,126 shares; 2026Q1: 32,881 shares 32,881 $352K <0.01% +4,755 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: not reported; 2025Q1: 10,478 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,354 shares; 2026Q1: 6,354 shares 6,354 $348K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 511 shares; 2025Q1: 619 shares; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 364 shares; 2026Q1: 317 shares 317 $348K <0.01% -47 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,584 shares; 2025Q1: 3,584 shares; 2025Q2: 3,584 shares; 2025Q3: 3,584 shares; 2025Q4: 3,584 shares; 2026Q1: 3,584 shares 3,584 $347K <0.01% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,825 shares; 2024Q4: 16,815 shares; 2025Q1: 15,815 shares; 2025Q2: 4,966 shares; 2025Q3: 4,435 shares; 2025Q4: 4,504 shares; 2026Q1: 4,607 shares 4,607 $347K <0.01% +103 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 3,807 shares; 2025Q3: 4,916 shares; 2025Q4: 4,916 shares; 2026Q1: 9,393 shares 9,393 $346K <0.01% +4,477 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,538 shares; 2024Q4: 2,517 shares; 2025Q1: 2,264 shares; 2025Q2: 1,680 shares; 2025Q3: 1,867 shares; 2025Q4: 1,458 shares; 2026Q1: 1,632 shares 1,632 $346K <0.01% +174 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,267 shares; 2024Q4: 14,609 shares; 2025Q1: 8,261 shares; 2025Q2: 4,279 shares; 2025Q3: 4,452 shares; 2025Q4: 4,293 shares; 2026Q1: 4,584 shares 4,584 $345K <0.01% +291 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 6,255 shares; 2025Q1: 6,470 shares; 2025Q2: 1,157 shares; 2025Q3: 1,207 shares; 2025Q4: 1,194 shares; 2026Q1: 1,299 shares 1,299 $344K <0.01% +105 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 2,490 shares; 2025Q1: 2,524 shares; 2025Q2: 2,150 shares; 2025Q3: 2,186 shares; 2025Q4: 2,176 shares; 2026Q1: 2,258 shares 2,258 $344K <0.01% +82 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: 5,946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,919 shares 6,919 $344K <0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,369 shares 27,369 $342K <0.01% new Timeline LPRO OPEN LENDING CORP More: the full row for OPEN LENDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,553 shares; 2024Q4: 546,513 shares; 2025Q1: 544,718 shares; 2025Q2: 422,852 shares; 2025Q3: 422,852 shares; 2025Q4: 322,852 shares; 2026Q1: 272,852 shares 272,852 $341K <0.01% -50,000 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 19,216 shares; 2025Q4: 19,411 shares; 2026Q1: 18,510 shares 18,510 $340K <0.01% -901 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,960 shares; 2024Q4: 7,843 shares; 2025Q1: 7,178 shares; 2025Q2: 4,073 shares; 2025Q3: 4,183 shares; 2025Q4: 3,997 shares; 2026Q1: 4,145 shares 4,145 $339K <0.01% +148 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,460 shares; 2024Q4: 14,041 shares; 2025Q1: 10,899 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,648 shares 4,648 $338K <0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,690 shares 3,690 $337K <0.01% new Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,212 shares; 2024Q4: 21,605 shares; 2025Q1: 18,329 shares; 2025Q2: 15,380 shares; 2025Q3: 20,317 shares; 2025Q4: 20,307 shares; 2026Q1: 19,857 shares 19,857 $336K <0.01% -450 Timeline DMAR 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: 8,365 shares; 2024Q4: 8,724 shares; 2025Q1: 8,724 shares; 2025Q2: 8,263 shares; 2025Q3: 8,015 shares; 2025Q4: 7,985 shares; 2026Q1: 7,911 shares 7,911 $335K <0.01% -74 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,167 shares 7,167 $335K <0.01% new 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: 4,544 shares; 2024Q4: 7,439 shares; 2025Q1: 7,077 shares; 2025Q2: 4,129 shares; 2025Q3: 4,146 shares; 2025Q4: 4,898 shares; 2026Q1: 4,981 shares 4,981 $334K <0.01% +83 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 5,469 shares; 2025Q1: 5,656 shares; 2025Q2: 4,469 shares; 2025Q3: 4,511 shares; 2025Q4: 2,542 shares; 2026Q1: 4,192 shares 4,192 $334K <0.01% +1,650 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 10,417 shares; 2025Q1: 11,477 shares; 2025Q2: 10,143 shares; 2025Q3: 10,167 shares; 2025Q4: 4,381 shares; 2026Q1: 4,503 shares 4,503 $332K <0.01% +122 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,654 shares; 2025Q1: 4,257 shares; 2025Q2: 4,822 shares; 2025Q3: 4,875 shares; 2025Q4: 4,864 shares; 2026Q1: 1,669 shares 1,669 $330K <0.01% -3,195 Timeline REET 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: 41,115 shares; 2024Q4: 29,027 shares; 2025Q1: 27,973 shares; 2025Q2: 28,957 shares; 2025Q3: 29,087 shares; 2025Q4: 29,242 shares; 2026Q1: 13,066 shares 13,066 $329K <0.01% -16,176 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,946 shares; 2024Q4: 16,454 shares; 2025Q1: 15,348 shares; 2025Q2: not reported; 2025Q3: 10,079 shares; 2025Q4: not reported; 2026Q1: 16,633 shares 16,633 $329K <0.01% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,831 shares; 2024Q4: 12,031 shares; 2025Q1: 14,031 shares; 2025Q2: 10,031 shares; 2025Q3: 10,031 shares; 2025Q4: 9,431 shares; 2026Q1: 10,031 shares 10,031 $327K <0.01% +600 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,469 shares; 2024Q4: not reported; 2025Q1: 3,544 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 4,060 shares; 2026Q1: 4,244 shares 4,244 $327K <0.01% +184 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,321 shares; 2025Q1: not reported; 2025Q2: 8,785 shares; 2025Q3: 9,782 shares; 2025Q4: 6,734 shares; 2026Q1: 7,448 shares 7,448 $326K <0.01% +714 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 4,874 shares; 2025Q1: 4,874 shares; 2025Q2: 4,388 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares; 2026Q1: 6,105 shares 6,105 $326K <0.01% +1,375 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,271 shares; 2024Q4: 7,649 shares; 2025Q1: 5,948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,607 shares 8,607 $325K <0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 3,699 shares; 2025Q1: 2,479 shares; 2025Q2: 2,310 shares; 2025Q3: 2,297 shares; 2025Q4: 2,567 shares; 2026Q1: 2,266 shares 2,266 $324K <0.01% -301 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,087 shares; 2024Q4: 2,867 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,545 shares; 2026Q1: 1,602 shares 1,602 $320K <0.01% +57 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 1,379 shares; 2025Q1: 1,043 shares; 2025Q2: 939 shares; 2025Q3: 953 shares; 2025Q4: 1,584 shares; 2026Q1: 1,475 shares 1,475 $320K <0.01% -109 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: 5,422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,286 shares; 2025Q4: 1,209 shares; 2026Q1: 1,587 shares 1,587 $320K <0.01% +378 Timeline MBNE SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $318K <0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 5,748 shares; 2025Q1: 6,044 shares; 2025Q2: 2,319 shares; 2025Q3: 2,651 shares; 2025Q4: 2,819 shares; 2026Q1: 2,979 shares 2,979 $318K <0.01% +160 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,335 shares; 2025Q1: 11,773 shares; 2025Q2: not reported; 2025Q3: 3,211 shares; 2025Q4: 3,520 shares; 2026Q1: 4,151 shares 4,151 $318K <0.01% +631 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: 21,353 shares; 2024Q4: 2,327 shares; 2025Q1: 2,076 shares; 2025Q2: 1,197 shares; 2025Q3: 1,301 shares; 2025Q4: 1,150 shares; 2026Q1: 1,194 shares 1,194 $317K <0.01% +44 Timeline COWG 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: 9,373 shares; 2026Q1: 9,390 shares 9,390 $317K <0.01% +17 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: 5,061 shares; 2024Q4: 2,590 shares; 2025Q1: 2,360 shares; 2025Q2: 1,685 shares; 2025Q3: 1,812 shares; 2025Q4: 1,678 shares; 2026Q1: 1,994 shares 1,994 $315K <0.01% +316 Timeline JULM 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: 9,371 shares; 2025Q4: 9,371 shares; 2026Q1: 9,371 shares 9,371 $314K <0.01% 0 Timeline EWD 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: 14,183 shares; 2024Q4: 6,700 shares; 2025Q1: not reported; 2025Q2: 6,414 shares; 2025Q3: 6,414 shares; 2025Q4: 6,414 shares; 2026Q1: 6,414 shares 6,414 $312K <0.01% 0 Timeline GANX GAIN THERAPEUTICS INC More: the full row for GAIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,000 shares; 2026Q1: 160,000 shares 160,000 $310K <0.01% 0 Timeline SPIR SPIRE GLOBAL INC More: the full row for SPIRE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,824 shares; 2024Q4: 29,744 shares; 2025Q1: 24,683 shares; 2025Q2: 24,664 shares; 2025Q3: 24,664 shares; 2025Q4: 24,664 shares; 2026Q1: 24,664 shares 24,664 $310K <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 1,345 shares; 2025Q1: 1,558 shares; 2025Q2: 925 shares; 2025Q3: 948 shares; 2025Q4: 870 shares; 2026Q1: 1,038 shares 1,038 $309K <0.01% +168 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,564 shares 20,564 $308K <0.01% new Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS 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: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 38,680 shares 38,680 $307K <0.01% +17,680 Timeline PMAY 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: 7,685 shares; 2025Q3: 7,685 shares; 2025Q4: 7,685 shares; 2026Q1: 7,685 shares 7,685 $307K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,397 shares; 2024Q4: 7,619 shares; 2025Q1: 6,501 shares; 2025Q2: 4,719 shares; 2025Q3: 4,869 shares; 2025Q4: 4,993 shares; 2026Q1: 4,700 shares 4,700 $307K <0.01% -293 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: 2,043 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,787 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares 1,787 $307K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,899 shares; 2025Q3: 12,880 shares; 2025Q4: 12,953 shares; 2026Q1: 15,817 shares 15,817 $306K <0.01% +2,864 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,465 shares; 2024Q4: 23,726 shares; 2025Q1: 23,934 shares; 2025Q2: 23,603 shares; 2025Q3: 23,603 shares; 2025Q4: 23,603 shares; 2026Q1: 23,603 shares 23,603 $305K <0.01% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 1,874 shares; 2025Q1: 1,244 shares; 2025Q2: 1,267 shares; 2025Q3: 1,378 shares; 2025Q4: 1,225 shares; 2026Q1: 1,323 shares 1,323 $305K <0.01% +98 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,458 shares 14,458 $305K <0.01% new Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO 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: 8,785 shares; 2025Q3: 8,785 shares; 2025Q4: 8,785 shares; 2026Q1: 8,785 shares 8,785 $304K <0.01% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,198 shares; 2025Q3: 11,861 shares; 2025Q4: 11,969 shares; 2026Q1: 11,885 shares 11,885 $304K <0.01% -84 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: not reported; 2025Q1: 5,057 shares; 2025Q2: 4,423 shares; 2025Q3: 4,537 shares; 2025Q4: 4,504 shares; 2026Q1: 4,818 shares 4,818 $303K <0.01% +314 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,091 shares; 2024Q4: 41,504 shares; 2025Q1: 41,504 shares; 2025Q2: 41,504 shares; 2025Q3: 41,504 shares; 2025Q4: 41,504 shares; 2026Q1: 41,504 shares 41,504 $300K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,988 shares; 2024Q4: 8,318 shares; 2025Q1: not reported; 2025Q2: 13,141 shares; 2025Q3: 13,824 shares; 2025Q4: 15,049 shares; 2026Q1: 3,549 shares 3,549 $300K <0.01% -11,500 Timeline IYF 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: 2,578 shares; 2024Q4: 2,176 shares; 2025Q1: 2,176 shares; 2025Q2: 2,176 shares; 2025Q3: 2,176 shares; 2025Q4: 4,366 shares; 2026Q1: 2,550 shares 2,550 $300K <0.01% -1,816 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 7,231 shares; 2025Q1: 5,850 shares; 2025Q2: 3,161 shares; 2025Q3: 3,464 shares; 2025Q4: 3,437 shares; 2026Q1: 3,409 shares 3,409 $299K <0.01% -28 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,097 shares 19,097 $299K <0.01% new Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $299K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,219 shares; 2024Q4: 13,317 shares; 2025Q1: 8,156 shares; 2025Q2: 6,430 shares; 2025Q3: 6,702 shares; 2025Q4: 7,123 shares; 2026Q1: 2,076 shares 2,076 $298K <0.01% -5,047 Timeline CSM 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: 4,204 shares; 2024Q4: 4,218 shares; 2025Q1: 3,919 shares; 2025Q2: 3,929 shares; 2025Q3: 3,950 shares; 2025Q4: 3,963 shares; 2026Q1: 3,975 shares 3,975 $297K <0.01% +12 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 26,900 shares; 2025Q2: 16,023 shares; 2025Q3: 16,023 shares; 2025Q4: 8,793 shares; 2026Q1: 8,793 shares 8,793 $297K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares 911 $297K <0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,162 shares; 2024Q4: not reported; 2025Q1: 16,820 shares; 2025Q2: 7,226 shares; 2025Q3: 7,415 shares; 2025Q4: 7,172 shares; 2026Q1: 7,536 shares 7,536 $296K <0.01% +364 Timeline FFEB 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: 4,824 shares; 2024Q4: 4,824 shares; 2025Q1: 5,415 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares; 2025Q4: 4,922 shares; 2026Q1: 5,284 shares 5,284 $295K <0.01% +362 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 73,804 shares; 2025Q3: 73,804 shares; 2025Q4: 75,454 shares; 2026Q1: 75,454 shares 75,454 $295K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,048 shares; 2024Q4: 8,615 shares; 2025Q1: 7,664 shares; 2025Q2: 5,903 shares; 2025Q3: 6,077 shares; 2025Q4: 5,759 shares; 2026Q1: 6,304 shares 6,304 $294K <0.01% +545 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,133 shares; 2024Q4: 1,415 shares; 2025Q1: not reported; 2025Q2: 2,503 shares; 2025Q3: 2,629 shares; 2025Q4: 2,521 shares; 2026Q1: 2,932 shares 2,932 $293K <0.01% +411 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,294 shares; 2024Q4: 13,437 shares; 2025Q1: 12,488 shares; 2025Q2: 16,076 shares; 2025Q3: 16,109 shares; 2025Q4: 17,989 shares; 2026Q1: 11,317 shares 11,317 $293K <0.01% -6,672 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,568 shares; 2024Q4: 3,358 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,751 shares; 2026Q1: 3,621 shares 3,621 $293K <0.01% +870 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,771 shares 3,771 $293K <0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,951 shares 1,951 $292K <0.01% new Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,902 shares; 2024Q4: 11,053 shares; 2025Q1: 8,440 shares; 2025Q2: 6,113 shares; 2025Q3: 6,047 shares; 2025Q4: 5,902 shares; 2026Q1: 5,664 shares 5,664 $292K <0.01% -238 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,037 shares 1,037 $291K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,149 shares; 2024Q4: 7,672 shares; 2025Q1: 8,121 shares; 2025Q2: 3,933 shares; 2025Q3: 6,203 shares; 2025Q4: 6,052 shares; 2026Q1: 4,702 shares 4,702 $291K <0.01% -1,350 Timeline IDV 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: 6,796 shares; 2025Q3: 6,796 shares; 2025Q4: 6,796 shares; 2026Q1: 6,840 shares 6,840 $291K <0.01% +44 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,200 shares; 2024Q4: 170,185 shares; 2025Q1: 172,884 shares; 2025Q2: 177,304 shares; 2025Q3: 182,844 shares; 2025Q4: 188,546 shares; 2026Q1: 194,464 shares 194,464 $290K <0.01% +5,918 Timeline KMAY 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: 10,065 shares; 2025Q3: 10,065 shares; 2025Q4: 10,065 shares; 2026Q1: 10,065 shares 10,065 $289K <0.01% 0 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,378 shares 15,378 $288K <0.01% new Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,986 shares; 2024Q4: 16,485 shares; 2025Q1: 16,485 shares; 2025Q2: 27,475 shares; 2025Q3: 27,475 shares; 2025Q4: 27,475 shares; 2026Q1: 16,485 shares 16,485 $288K <0.01% -10,990 Timeline IGSB 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: 16,411 shares; 2024Q4: 19,283 shares; 2025Q1: 23,355 shares; 2025Q2: 8,932 shares; 2025Q3: 8,932 shares; 2025Q4: 8,979 shares; 2026Q1: 5,483 shares 5,483 $288K <0.01% -3,496 Timeline JDVI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK 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: 7,938 shares 7,938 $287K <0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,413 shares; 2025Q4: 6,770 shares; 2026Q1: 8,342 shares 8,342 $286K <0.01% +1,572 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,551 shares; 2024Q4: 11,973 shares; 2025Q1: 16,132 shares; 2025Q2: 10,261 shares; 2025Q3: 11,259 shares; 2025Q4: 13,689 shares; 2026Q1: 15,511 shares 15,511 $284K <0.01% +1,822 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 7,450 shares; 2025Q4: 11,972 shares; 2026Q1: 14,367 shares 14,367 $284K <0.01% +2,395 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2,563 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 3,027 shares; 2026Q1: 2,348 shares 2,348 $284K <0.01% -679 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,311 shares; 2024Q4: 137,464 shares; 2025Q1: 86,716 shares; 2025Q2: not reported; 2025Q3: 10,159 shares; 2025Q4: 10,110 shares; 2026Q1: 9,202 shares 9,202 $284K <0.01% -908 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,182 shares; 2025Q4: 1,316 shares; 2026Q1: 1,416 shares 1,416 $283K <0.01% +100 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,027 shares; 2026Q1: 14,536 shares 14,536 $282K <0.01% +509 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,395 shares; 2024Q4: 36,032 shares; 2025Q1: 34,799 shares; 2025Q2: 9,054 shares; 2025Q3: 9,054 shares; 2025Q4: 9,054 shares; 2026Q1: 9,054 shares 9,054 $281K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,330 shares; 2024Q4: 42,919 shares; 2025Q1: 43,171 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $280K <0.01% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 11,049 shares; 2025Q1: 11,125 shares; 2025Q2: 2,952 shares; 2025Q3: not reported; 2025Q4: 2,173 shares; 2026Q1: 2,522 shares 2,522 $279K <0.01% +349 Timeline BOCT 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: 25,426 shares; 2024Q4: 18,954 shares; 2025Q1: 18,954 shares; 2025Q2: 15,290 shares; 2025Q3: 15,290 shares; 2025Q4: 15,290 shares; 2026Q1: 5,804 shares 5,804 $279K <0.01% -9,486 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,334 shares; 2024Q4: 2,755 shares; 2025Q1: 2,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares 778 $278K <0.01% new Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,411 shares; 2025Q3: 26,780 shares; 2025Q4: 23,981 shares; 2026Q1: 13,753 shares 13,753 $277K <0.01% -10,228 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 1,204 shares; 2025Q1: 1,077 shares; 2025Q2: 1,043 shares; 2025Q3: 1,035 shares; 2025Q4: 1,094 shares; 2026Q1: 1,061 shares 1,061 $276K <0.01% -33 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,210 shares; 2026Q1: 14,756 shares 14,756 $276K <0.01% +6,546 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 11,986 shares; 2026Q1: 18,184 shares 18,184 $275K <0.01% +6,198 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,754 shares; 2024Q4: 87,684 shares; 2025Q1: 63,203 shares; 2025Q2: 44,468 shares; 2025Q3: 90,869 shares; 2025Q4: 89,245 shares; 2026Q1: 85,421 shares 85,421 $275K <0.01% -3,824 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,138 shares 25,138 $275K <0.01% +138 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,186 shares; 2025Q2: 14,128 shares; 2025Q3: 14,128 shares; 2025Q4: 14,578 shares; 2026Q1: 14,578 shares 14,578 $274K <0.01% 0 Timeline VOOV 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: 3,788 shares; 2024Q4: 1,935 shares; 2025Q1: 1,341 shares; 2025Q2: 1,327 shares; 2025Q3: 1,333 shares; 2025Q4: 1,340 shares; 2026Q1: 1,346 shares 1,346 $274K <0.01% +6 Timeline XMAR 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: 6,744 shares; 2024Q4: 6,744 shares; 2025Q1: 6,744 shares; 2025Q2: 6,744 shares; 2025Q3: 6,744 shares; 2025Q4: 6,744 shares; 2026Q1: 6,744 shares 6,744 $273K <0.01% 0 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: 25,733 shares; 2024Q4: 6,645 shares; 2025Q1: 5,879 shares; 2025Q2: 3,954 shares; 2025Q3: 4,632 shares; 2025Q4: 4,713 shares; 2026Q1: 4,933 shares 4,933 $273K <0.01% +220 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 3,707 shares; 2025Q1: 3,537 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,222 shares 3,222 $273K <0.01% new Timeline XSOE 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: 10,142 shares; 2024Q4: 6,866 shares; 2025Q1: 6,866 shares; 2025Q2: 6,795 shares; 2025Q3: 6,795 shares; 2025Q4: 6,795 shares; 2026Q1: 6,795 shares 6,795 $272K <0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,530 shares; 2024Q4: 4,706 shares; 2025Q1: 4,161 shares; 2025Q2: 3,913 shares; 2025Q3: 3,928 shares; 2025Q4: 4,498 shares; 2026Q1: 3,742 shares 3,742 $272K <0.01% -756 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,388 shares; 2024Q4: 6,386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,304 shares 6,304 $272K <0.01% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 10,032 shares; 2025Q3: 10,032 shares; 2025Q4: 10,046 shares; 2026Q1: 10,085 shares 10,085 $272K <0.01% +39 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares; 2026Q1: 7,900 shares 7,900 $271K <0.01% 0 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,905 shares; 2025Q1: 21,905 shares; 2025Q2: 21,905 shares; 2025Q3: 21,905 shares; 2025Q4: 21,905 shares; 2026Q1: 21,905 shares 21,905 $270K <0.01% 0 Timeline RPV 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: 5,000 shares; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $268K <0.01% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,689 shares; 2025Q4: not reported; 2026Q1: 4,598 shares 4,598 $268K <0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 999 shares; 2025Q1: 790 shares; 2025Q2: 309 shares; 2025Q3: 448 shares; 2025Q4: 314 shares; 2026Q1: 212 shares 212 $267K <0.01% -102 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,558 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,607 shares 7,607 $267K <0.01% new Timeline BIV 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: 2,980 shares; 2024Q4: 2,967 shares; 2025Q1: 15,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,435 shares; 2026Q1: 3,449 shares 3,449 $266K <0.01% -1,986 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,052 shares; 2024Q4: 36,525 shares; 2025Q1: 31,535 shares; 2025Q2: 18,674 shares; 2025Q3: 18,918 shares; 2025Q4: 18,556 shares; 2026Q1: 23,583 shares 23,583 $266K <0.01% +5,027 Timeline NAVN NAVAN INC More: the full row for NAVAN 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: 15,005 shares; 2026Q1: 20,005 shares 20,005 $265K <0.01% +5,000 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,759 shares; 2025Q4: 16,284 shares; 2026Q1: 17,559 shares 17,559 $263K <0.01% +1,275 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,648 shares 2,648 $263K <0.01% new Timeline SKT TANGER INC More: the full row for TANGER 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: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,746 shares 7,746 $263K <0.01% +46 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,722 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,970 shares 21,970 $263K <0.01% new 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: 20,118 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,072 shares; 2025Q4: 2,481 shares; 2026Q1: 972 shares 972 $263K <0.01% -1,509 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,051 shares 3,051 $263K <0.01% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,168 shares; 2024Q4: 7,745 shares; 2025Q1: not reported; 2025Q2: 7,161 shares; 2025Q3: 9,090 shares; 2025Q4: 7,398 shares; 2026Q1: 8,716 shares 8,716 $263K <0.01% +1,318 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,787 shares; 2026Q1: 9,781 shares 9,781 $262K <0.01% +1,994 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,456 shares; 2024Q4: 2,551 shares; 2025Q1: 2,613 shares; 2025Q2: 1,497 shares; 2025Q3: 1,689 shares; 2025Q4: 1,349 shares; 2026Q1: 2,419 shares 2,419 $261K <0.01% +1,070 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,970 shares; 2025Q4: 7,970 shares; 2026Q1: 7,970 shares 7,970 $261K <0.01% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,878 shares; 2024Q4: 10,451 shares; 2025Q1: 10,451 shares; 2025Q2: 20,131 shares; 2025Q3: 20,131 shares; 2025Q4: 20,131 shares; 2026Q1: 30,045 shares 30,045 $261K <0.01% +9,914 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,819 shares 9,819 $260K <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,490 shares; 2024Q4: 4,602 shares; 2025Q1: 4,246 shares; 2025Q2: 4,099 shares; 2025Q3: 4,100 shares; 2025Q4: 9,216 shares; 2026Q1: 4,345 shares 4,345 $260K <0.01% -4,871 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 2,392 shares; 2025Q1: 1,980 shares; 2025Q2: 3,158 shares; 2025Q3: 3,299 shares; 2025Q4: 4,265 shares; 2026Q1: 959 shares 959 $260K <0.01% -3,306 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 4,030 shares; 2025Q1: 5,347 shares; 2025Q2: 2,571 shares; 2025Q3: 3,014 shares; 2025Q4: 3,224 shares; 2026Q1: 3,101 shares 3,101 $259K <0.01% -123 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: 3,932 shares; 2024Q4: 1,119 shares; 2025Q1: 886 shares; 2025Q2: 644 shares; 2025Q3: not reported; 2025Q4: 886 shares; 2026Q1: 888 shares 888 $258K <0.01% +2 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,806 shares; 2025Q4: 10,352 shares; 2026Q1: 9,420 shares 9,420 $258K <0.01% -932 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,411 shares; 2024Q4: 21,523 shares; 2025Q1: 21,037 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $257K <0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,785 shares; 2024Q4: 17,802 shares; 2025Q1: 13,005 shares; 2025Q2: not reported; 2025Q3: 2,502 shares; 2025Q4: 2,715 shares; 2026Q1: 3,640 shares 3,640 $257K <0.01% +925 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,116 shares; 2025Q4: 27,274 shares; 2026Q1: 26,912 shares 26,912 $256K <0.01% -362 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 1,210 shares; 2025Q1: 1,668 shares; 2025Q2: not reported; 2025Q3: 667 shares; 2025Q4: 704 shares; 2026Q1: 729 shares 729 $256K <0.01% +25 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 793 shares; 2026Q1: 879 shares 879 $255K <0.01% +86 Timeline ARKF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,101 shares; 2025Q3: 7,040 shares; 2025Q4: 7,261 shares; 2026Q1: 6,692 shares 6,692 $254K <0.01% -569 Timeline EWG 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: 13,457 shares; 2024Q4: 7,013 shares; 2025Q1: 21,213 shares; 2025Q2: 6,378 shares; 2025Q3: 6,378 shares; 2025Q4: 6,378 shares; 2026Q1: 6,378 shares 6,378 $253K <0.01% 0 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,499 shares; 2024Q4: 33,932 shares; 2025Q1: 33,582 shares; 2025Q2: 33,582 shares; 2025Q3: 38,560 shares; 2025Q4: 38,377 shares; 2026Q1: 4,863 shares 4,863 $253K <0.01% -33,514 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 11,028 shares; 2025Q1: 8,028 shares; 2025Q2: 8,028 shares; 2025Q3: 8,028 shares; 2025Q4: 8,028 shares; 2026Q1: 8,028 shares 8,028 $253K <0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: not reported; 2025Q1: 4,262 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,920 shares 1,920 $252K <0.01% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,165 shares; 2026Q1: 17,067 shares 17,067 $251K <0.01% +902 Timeline VETZ 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: 12,569 shares; 2024Q4: 12,569 shares; 2025Q1: 12,569 shares; 2025Q2: 12,569 shares; 2025Q3: 12,569 shares; 2025Q4: 12,569 shares; 2026Q1: 12,569 shares 12,569 $251K <0.01% 0 Timeline ACWV 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: 36,304 shares; 2024Q4: 29,608 shares; 2025Q1: 28,625 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $251K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,249 shares; 2024Q4: 15,028 shares; 2025Q1: 16,383 shares; 2025Q2: 10,131 shares; 2025Q3: 10,299 shares; 2025Q4: 10,796 shares; 2026Q1: 11,044 shares 11,044 $251K <0.01% +248 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,279 shares; 2024Q4: 1,944 shares; 2025Q1: 1,240 shares; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: not reported; 2026Q1: 478 shares 478 $250K <0.01% new 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: 15,701 shares; 2024Q4: 8,473 shares; 2025Q1: 7,916 shares; 2025Q2: 6,313 shares; 2025Q3: 6,242 shares; 2025Q4: 6,289 shares; 2026Q1: 1,883 shares 1,883 $250K <0.01% -4,406 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,912 shares; 2024Q4: 2,810 shares; 2025Q1: 2,817 shares; 2025Q2: 3,487 shares; 2025Q3: 3,547 shares; 2025Q4: 3,673 shares; 2026Q1: 1,976 shares 1,976 $249K <0.01% -1,697 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: not reported; 2025Q1: 2,888 shares; 2025Q2: 2,813 shares; 2025Q3: 3,013 shares; 2025Q4: 2,813 shares; 2026Q1: 2,550 shares 2,550 $249K <0.01% -263 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,583 shares; 2026Q1: 4,583 shares 4,583 $248K <0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 2,117 shares; 2025Q1: 2,612 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,744 shares 1,744 $248K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,288 shares; 2024Q4: 6,435 shares; 2025Q1: 4,389 shares; 2025Q2: not reported; 2025Q3: 5,312 shares; 2025Q4: 4,920 shares; 2026Q1: 5,282 shares 5,282 $248K <0.01% +362 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,288 shares; 2025Q1: 7,775 shares; 2025Q2: 3,636 shares; 2025Q3: 3,634 shares; 2025Q4: 3,499 shares; 2026Q1: 3,691 shares 3,691 $247K <0.01% +192 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,200 shares; 2025Q4: 15,411 shares; 2026Q1: 7,183 shares 7,183 $247K <0.01% -8,228 Timeline LOCL LOCAL BOUNTI CORP More: the full row for LOCAL BOUNTI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,466 shares; 2024Q4: 214,233 shares; 2025Q1: 214,233 shares; 2025Q2: 214,233 shares; 2025Q3: 214,233 shares; 2025Q4: 213,036 shares; 2026Q1: 213,036 shares 213,036 $247K <0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 11,598 shares; 2025Q1: 10,899 shares; 2025Q2: 10,752 shares; 2025Q3: 10,777 shares; 2025Q4: 10,802 shares; 2026Q1: 9,165 shares 9,165 $247K <0.01% -1,637 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,893 shares; 2025Q3: 21,893 shares; 2025Q4: 21,893 shares; 2026Q1: 21,893 shares 21,893 $246K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,648 shares; 2025Q3: 2,650 shares; 2025Q4: 2,653 shares; 2026Q1: 2,655 shares 2,655 $245K <0.01% +2 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares; 2026Q1: 1,118 shares 1,118 $245K <0.01% -3,432 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,170 shares; 2024Q4: 23,464 shares; 2025Q1: 20,859 shares; 2025Q2: 4,864 shares; 2025Q3: 7,948 shares; 2025Q4: 9,304 shares; 2026Q1: 8,477 shares 8,477 $244K <0.01% -827 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: 13,456 shares; 2024Q4: 3,223 shares; 2025Q1: 2,348 shares; 2025Q2: 1,256 shares; 2025Q3: 1,301 shares; 2025Q4: 1,261 shares; 2026Q1: 1,247 shares 1,247 $244K <0.01% -14 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,120 shares; 2024Q4: 3,566 shares; 2025Q1: 2,622 shares; 2025Q2: 2,825 shares; 2025Q3: 2,860 shares; 2025Q4: 2,761 shares; 2026Q1: 1,413 shares 1,413 $243K <0.01% -1,348 Timeline FELV 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: 11,520 shares; 2024Q4: 6,928 shares; 2025Q1: 6,935 shares; 2025Q2: not reported; 2025Q3: 6,083 shares; 2025Q4: 6,954 shares; 2026Q1: 6,961 shares 6,961 $243K <0.01% +7 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,482 shares; 2024Q4: 27,752 shares; 2025Q1: 28,252 shares; 2025Q2: 30,152 shares; 2025Q3: 30,152 shares; 2025Q4: 30,152 shares; 2026Q1: 30,152 shares 30,152 $242K <0.01% 0 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,452 shares; 2024Q4: 7,644 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,618 shares 12,618 $242K <0.01% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,707 shares; 2024Q4: 8,884 shares; 2025Q1: 9,069 shares; 2025Q2: 9,264 shares; 2025Q3: 9,454 shares; 2025Q4: 9,645 shares; 2026Q1: 9,835 shares 9,835 $241K <0.01% +190 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,331 shares; 2024Q4: 5,799 shares; 2025Q1: 4,764 shares; 2025Q2: 2,716 shares; 2025Q3: 2,716 shares; 2025Q4: 2,746 shares; 2026Q1: 2,716 shares 2,716 $241K <0.01% -30 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,317 shares; 2024Q4: 11,767 shares; 2025Q1: 11,334 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,620 shares; 2026Q1: 9,694 shares 9,694 $241K <0.01% +74 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,421 shares; 2026Q1: 6,286 shares 6,286 $239K <0.01% -135 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,051 shares; 2024Q4: 29,572 shares; 2025Q1: 25,676 shares; 2025Q2: 23,487 shares; 2025Q3: 33,345 shares; 2025Q4: 16,568 shares; 2026Q1: 28,059 shares 28,059 $239K <0.01% +11,491 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 2,656 shares; 2026Q1: 2,548 shares 2,548 $238K <0.01% -108 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,558 shares; 2026Q1: 5,227 shares 5,227 $237K <0.01% -331 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,106 shares 3,106 $237K <0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,389 shares; 2024Q4: 19,123 shares; 2025Q1: 21,176 shares; 2025Q2: 9,495 shares; 2025Q3: 9,568 shares; 2025Q4: 10,138 shares; 2026Q1: 7,146 shares 7,146 $237K <0.01% -2,992 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,054 shares; 2024Q4: 10,519 shares; 2025Q1: 11,463 shares; 2025Q2: 8,970 shares; 2025Q3: 9,485 shares; 2025Q4: 10,302 shares; 2026Q1: 10,260 shares 10,260 $237K <0.01% -42 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,079 shares 111,079 $237K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 2,149 shares; 2025Q1: 1,637 shares; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,224 shares; 2026Q1: 1,196 shares 1,196 $236K <0.01% -28 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,637 shares; 2024Q4: 6,058 shares; 2025Q1: 5,871 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,896 shares 4,896 $236K <0.01% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,375 shares; 2025Q3: 4,462 shares; 2025Q4: 4,413 shares; 2026Q1: 4,385 shares 4,385 $233K <0.01% -28 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,780 shares; 2025Q3: 6,777 shares; 2025Q4: 6,400 shares; 2026Q1: 6,525 shares 6,525 $233K <0.01% +125 Timeline IMCV 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: 2,745 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares 2,745 $233K <0.01% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,260 shares; 2026Q1: 9,260 shares 9,260 $233K <0.01% 0 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 21,983 shares; 2026Q1: 21,983 shares 21,983 $232K <0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 621 shares; 2025Q3: 664 shares; 2025Q4: 672 shares; 2026Q1: 580 shares 580 $232K <0.01% -92 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 1,121 shares; 2025Q1: 1,020 shares; 2025Q2: 1,029 shares; 2025Q3: 1,068 shares; 2025Q4: 1,064 shares; 2026Q1: 1,066 shares 1,066 $232K <0.01% +2 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,754 shares; 2024Q4: 2,014 shares; 2025Q1: 1,798 shares; 2025Q2: 1,184 shares; 2025Q3: 1,182 shares; 2025Q4: not reported; 2026Q1: 1,361 shares 1,361 $231K <0.01% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares; 2025Q4: not reported; 2026Q1: 2,482 shares 2,482 $231K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 1,914 shares; 2025Q1: 1,018 shares; 2025Q2: 743 shares; 2025Q3: 669 shares; 2025Q4: 703 shares; 2026Q1: 692 shares 692 $231K <0.01% -11 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,419 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,742 shares; 2026Q1: 5,970 shares 5,970 $230K <0.01% +228 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,111 shares; 2024Q4: 7,777 shares; 2025Q1: not reported; 2025Q2: 8,340 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,490 shares 7,490 $230K <0.01% new Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares 9,250 $230K <0.01% 0 Timeline ARKW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 1,968 shares; 2026Q1: 1,889 shares 1,889 $228K <0.01% -79 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: not reported; 2025Q1: 1,987 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares; 2026Q1: 2,396 shares 2,396 $227K <0.01% +215 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: 77,194 shares; 2024Q4: 11,661 shares; 2025Q1: 10,338 shares; 2025Q2: 9,513 shares; 2025Q3: 9,160 shares; 2025Q4: 8,547 shares; 2026Q1: 8,772 shares 8,772 $227K <0.01% +225 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 3,816 shares; 2025Q1: 5,723 shares; 2025Q2: 3,732 shares; 2025Q3: 3,732 shares; 2025Q4: 3,732 shares; 2026Q1: 4,128 shares 4,128 $227K <0.01% +396 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,653 shares; 2025Q2: 6,215 shares; 2025Q3: 6,215 shares; 2025Q4: 6,215 shares; 2026Q1: 6,215 shares 6,215 $225K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,851 shares; 2025Q4: not reported; 2026Q1: 2,948 shares 2,948 $225K <0.01% new Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,762 shares; 2025Q4: 4,493 shares; 2026Q1: 5,146 shares 5,146 $225K <0.01% +653 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 157 shares; 2025Q1: 163 shares; 2025Q2: 112 shares; 2025Q3: 114 shares; 2025Q4: 181 shares; 2026Q1: 119 shares 119 $224K <0.01% -62 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,134 shares; 2024Q4: 5,262 shares; 2025Q1: 3,066 shares; 2025Q2: not reported; 2025Q3: 2,963 shares; 2025Q4: 3,120 shares; 2026Q1: 2,868 shares 2,868 $224K <0.01% -252 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,435 shares; 2024Q4: 5,212 shares; 2025Q1: 4,184 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,466 shares 2,466 $224K <0.01% new Timeline SOXX 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: 2,935 shares; 2024Q4: 2,472 shares; 2025Q1: 2,304 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 675 shares; 2026Q1: 678 shares 678 $223K <0.01% +3 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: 31,770 shares; 2024Q4: 2,790 shares; 2025Q1: 2,885 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,987 shares 2,987 $222K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,520 shares 4,520 $221K <0.01% new Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,289 shares; 2024Q4: 13,112 shares; 2025Q1: 8,661 shares; 2025Q2: 9,809 shares; 2025Q3: 11,083 shares; 2025Q4: 8,237 shares; 2026Q1: 9,713 shares 9,713 $221K <0.01% +1,476 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,795 shares; 2026Q1: 11,840 shares 11,840 $221K <0.01% +45 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,659 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,993 shares; 2025Q4: 136,050 shares; 2026Q1: 127,839 shares 127,839 $220K <0.01% -8,211 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: 99,186 shares; 2024Q4: 107,400 shares; 2025Q1: 99,949 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,622 shares 7,622 $220K <0.01% new Timeline YEAR 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: 11,440 shares; 2026Q1: 4,343 shares 4,343 $219K <0.01% -7,097 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,281 shares; 2024Q4: 16,019 shares; 2025Q1: 12,019 shares; 2025Q2: not reported; 2025Q3: 4,781 shares; 2025Q4: 4,781 shares; 2026Q1: 4,781 shares 4,781 $218K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,252 shares; 2024Q4: 3,361 shares; 2025Q1: 2,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,677 shares 1,677 $218K <0.01% new Timeline SIGA SIGA TECHNOLOGIES INC More: the full row for SIGA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,086 shares; 2024Q4: 28,355 shares; 2025Q1: 28,530 shares; 2025Q2: 27,331 shares; 2025Q3: 40,690 shares; 2025Q4: 40,690 shares; 2026Q1: 40,690 shares 40,690 $218K <0.01% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,194 shares; 2024Q4: 53,194 shares; 2025Q1: 52,194 shares; 2025Q2: 35,922 shares; 2025Q3: 35,922 shares; 2025Q4: 35,922 shares; 2026Q1: 35,922 shares 35,922 $217K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,179 shares; 2024Q4: 15,145 shares; 2025Q1: 14,728 shares; 2025Q2: 1,970 shares; 2025Q3: 2,046 shares; 2025Q4: 1,980 shares; 2026Q1: 1,987 shares 1,987 $217K <0.01% +7 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946 shares 946 $217K <0.01% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273 shares 273 $216K <0.01% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 292 shares; 2026Q1: 335 shares 335 $216K <0.01% +43 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,549 shares; 2025Q2: not reported; 2025Q3: 3,801 shares; 2025Q4: 3,823 shares; 2026Q1: 5,325 shares 5,325 $216K <0.01% +1,502 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,343 shares; 2024Q4: 24,739 shares; 2025Q1: 37,375 shares; 2025Q2: 16,171 shares; 2025Q3: 16,171 shares; 2025Q4: 16,171 shares; 2026Q1: 16,171 shares 16,171 $215K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,566 shares; 2024Q4: 16,078 shares; 2025Q1: 9,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,758 shares 3,758 $214K <0.01% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,437 shares; 2026Q1: 4,437 shares 4,437 $213K <0.01% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,604 shares; 2024Q4: 19,802 shares; 2025Q1: 16,027 shares; 2025Q2: 9,972 shares; 2025Q3: 10,353 shares; 2025Q4: 10,409 shares; 2026Q1: 9,829 shares 9,829 $213K <0.01% -580 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,490 shares 13,490 $213K <0.01% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,686 shares 4,686 $211K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,408 shares; 2024Q4: 11,957 shares; 2025Q1: 8,299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,233 shares 2,233 $211K <0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,719 shares; 2024Q4: 23,541 shares; 2025Q1: 19,546 shares; 2025Q2: 12,491 shares; 2025Q3: 13,976 shares; 2025Q4: 5,808 shares; 2026Q1: 3,606 shares 3,606 $211K <0.01% -2,202 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,031 shares 2,031 $211K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 2,421 shares 2,421 $210K <0.01% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,012 shares; 2025Q1: 23,133 shares; 2025Q2: 38,383 shares; 2025Q3: 40,881 shares; 2025Q4: 41,581 shares; 2026Q1: 12,381 shares 12,381 $210K <0.01% -29,200 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 7,685 shares; 2025Q1: 4,166 shares; 2025Q2: 4,333 shares; 2025Q3: 4,333 shares; 2025Q4: not reported; 2026Q1: 3,072 shares 3,072 $210K <0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,190 shares; 2026Q1: 7,090 shares 7,090 $210K <0.01% -100 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,612 shares; 2024Q4: 27,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,954 shares 6,954 $209K <0.01% new 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: 7,230 shares; 2025Q4: 7,230 shares; 2026Q1: 7,230 shares 7,230 $209K <0.01% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,900 shares; 2024Q4: 20,300 shares; 2025Q1: 20,300 shares; 2025Q2: 20,300 shares; 2025Q3: 20,300 shares; 2025Q4: 20,300 shares; 2026Q1: 20,300 shares 20,300 $209K <0.01% 0 Timeline SQMX 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: 6,275 shares; 2025Q3: 6,275 shares; 2025Q4: 6,275 shares; 2026Q1: 6,275 shares 6,275 $209K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,091 shares; 2024Q4: 4,314 shares; 2025Q1: 6,658 shares; 2025Q2: 3,660 shares; 2025Q3: 3,742 shares; 2025Q4: 2,957 shares; 2026Q1: 2,906 shares 2,906 $209K <0.01% -51 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,716 shares 2,716 $208K <0.01% new Timeline STNE STONECO LTD More: the full row for STONECO 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: 18,020 shares; 2025Q3: 21,542 shares; 2025Q4: 20,270 shares; 2026Q1: 14,704 shares 14,704 $208K <0.01% -5,566 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,236 shares; 2025Q4: 7,132 shares; 2026Q1: 6,237 shares 6,237 $207K <0.01% -895 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE 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: 2,655 shares 2,655 $207K <0.01% new 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: 7,975 shares; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,186 shares 2,186 $207K <0.01% new Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,991 shares; 2024Q4: 4,725 shares; 2025Q1: 4,069 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $206K <0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 951 shares 951 $206K <0.01% new Timeline KEN KENON HLDGS LTD More: the full row for KENON HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,501 shares 2,501 $206K <0.01% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,351 shares; 2024Q4: 2,984 shares; 2025Q1: 2,582 shares; 2025Q2: 2,459 shares; 2025Q3: 2,628 shares; 2025Q4: 2,497 shares; 2026Q1: 2,414 shares 2,414 $205K <0.01% -83 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 1,011 shares 1,011 $205K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares; 2026Q1: 2,243 shares 2,243 $204K <0.01% +149 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: not reported; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 1,279 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,279 shares 1,279 $203K <0.01% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 1,613 shares 1,613 $203K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 2,642 shares; 2025Q1: not reported; 2025Q2: 2,047 shares; 2025Q3: 2,392 shares; 2025Q4: 2,168 shares; 2026Q1: 1,401 shares 1,401 $203K <0.01% -767 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,079 shares; 2024Q4: 15,042 shares; 2025Q1: 10,271 shares; 2025Q2: not reported; 2025Q3: 4,096 shares; 2025Q4: 4,185 shares; 2026Q1: 4,259 shares 4,259 $203K <0.01% +74 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,758 shares; 2025Q1: 4,205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,377 shares 2,377 $202K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,221 shares; 2024Q4: 13,073 shares; 2025Q1: 11,931 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,930 shares; 2026Q1: 4,784 shares 4,784 $202K <0.01% -146 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,954 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,368 shares; 2026Q1: 6,390 shares 6,390 $202K <0.01% -88,978 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,381 shares; 2024Q4: 25,806 shares; 2025Q1: 18,024 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,324 shares 13,324 $201K <0.01% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 3,258 shares; 2025Q1: 3,383 shares; 2025Q2: 2,144 shares; 2025Q3: 2,305 shares; 2025Q4: 2,240 shares; 2026Q1: 2,423 shares 2,423 $201K <0.01% +183 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,975 shares; 2024Q4: 78,242 shares; 2025Q1: 67,699 shares; 2025Q2: 11,027 shares; 2025Q3: 27,003 shares; 2025Q4: 37,686 shares; 2026Q1: 43,678 shares 43,678 $201K <0.01% +5,992 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,455 shares; 2025Q4: 2,715 shares; 2026Q1: 1,526 shares 1,526 $200K <0.01% -1,189 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,194 shares; 2024Q4: 3,164 shares; 2025Q1: 2,614 shares; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: not reported; 2026Q1: 2,455 shares 2,455 $200K <0.01% new Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,494 shares; 2025Q2: 12,304 shares; 2025Q3: 13,209 shares; 2025Q4: 15,286 shares; 2026Q1: 17,572 shares 17,572 $196K <0.01% +2,286 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,947 shares; 2026Q1: 20,991 shares 20,991 $195K <0.01% +2,044 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,442 shares; 2024Q4: 12,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,512 shares 24,512 $195K <0.01% new Timeline CORZZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,859 shares; 2025Q3: 12,859 shares; 2025Q4: 12,859 shares; 2026Q1: 12,859 shares 12,859 $193K <0.01% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,015 shares; 2024Q4: 22,138 shares; 2025Q1: 25,456 shares; 2025Q2: 22,151 shares; 2025Q3: 22,151 shares; 2025Q4: 22,815 shares; 2026Q1: 22,815 shares 22,815 $193K <0.01% 0 Timeline EKSO EKSO BIONICS HLDGS INC More: the full row for EKSO BIONICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares; 2025Q4: 17,964 shares; 2026Q1: 17,964 shares 17,964 $191K <0.01% 0 Timeline BEEP MOBILE INFRASTRUCTURE CORP More: the full row for MOBILE INFRASTRUCTURE 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: 81,105 shares; 2025Q3: 85,240 shares; 2025Q4: 85,240 shares; 2026Q1: 85,240 shares 85,240 $191K <0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,032 shares; 2024Q4: 15,751 shares; 2025Q1: 15,824 shares; 2025Q2: 14,140 shares; 2025Q3: 14,216 shares; 2025Q4: 11,804 shares; 2026Q1: 10,685 shares 10,685 $190K <0.01% -1,119 Timeline CAL CALERES INC More: the full row for CALERES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,147 shares; 2024Q4: 18,500 shares; 2025Q1: 17,300 shares; 2025Q2: 17,300 shares; 2025Q3: 17,300 shares; 2025Q4: 17,700 shares; 2026Q1: 17,754 shares 17,754 $188K <0.01% +54 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 12,205 shares; 2025Q1: 12,205 shares; 2025Q2: 12,205 shares; 2025Q3: 12,261 shares; 2025Q4: 12,320 shares; 2026Q1: 12,366 shares 12,366 $188K <0.01% +46 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,929 shares; 2024Q4: 22,943 shares; 2025Q1: 22,954 shares; 2025Q2: 22,848 shares; 2025Q3: 24,848 shares; 2025Q4: 17,073 shares; 2026Q1: 19,848 shares 19,848 $184K <0.01% +2,775 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,186 shares; 2024Q4: 29,908 shares; 2025Q1: 28,870 shares; 2025Q2: 28,567 shares; 2025Q3: 30,732 shares; 2025Q4: 30,640 shares; 2026Q1: 30,453 shares 30,453 $183K <0.01% -187 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 64,728 shares; 2026Q1: 68,090 shares 68,090 $181K <0.01% +3,362 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,544 shares; 2026Q1: 29,926 shares 29,926 $178K <0.01% +11,382 Timeline INN SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,425 shares; 2025Q3: 38,970 shares; 2025Q4: 39,529 shares; 2026Q1: 40,210 shares 40,210 $178K <0.01% +681 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,321 shares; 2024Q4: 19,321 shares; 2025Q1: 19,321 shares; 2025Q2: 11,321 shares; 2025Q3: 11,321 shares; 2025Q4: 26,519 shares; 2026Q1: 14,233 shares 14,233 $177K <0.01% -12,286 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,660 shares; 2024Q4: 22,671 shares; 2025Q1: 20,466 shares; 2025Q2: 13,838 shares; 2025Q3: 15,938 shares; 2025Q4: 15,938 shares; 2026Q1: 15,938 shares 15,938 $175K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,261 shares; 2024Q4: 30,029 shares; 2025Q1: 24,172 shares; 2025Q2: 12,862 shares; 2025Q3: 11,037 shares; 2025Q4: 8,948 shares; 2026Q1: 9,245 shares 9,245 $174K <0.01% +297 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,453 shares; 2025Q3: 35,453 shares; 2025Q4: 34,800 shares; 2026Q1: 34,965 shares 34,965 $173K <0.01% +165 Timeline CNCK COINCHECK GROUP NV More: the full row for COINCHECK GROUP NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,595 shares 116,595 $173K <0.01% new Timeline HUYA HUYA INC More: the full row for HUYA 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: 55,663 shares; 2025Q4: 54,933 shares; 2026Q1: 52,141 shares 52,141 $172K <0.01% -2,792 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,197 shares; 2024Q4: 156,928 shares; 2025Q1: 129,115 shares; 2025Q2: 81,096 shares; 2025Q3: 58,276 shares; 2025Q4: 57,747 shares; 2026Q1: 52,828 shares 52,828 $171K <0.01% -4,919 Timeline FMY FIRST TR MTG INCOME FD More: the full row for FIRST TR MTG INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,100 shares; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares; 2026Q1: 14,100 shares 14,100 $166K <0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 14,236 shares; 2025Q1: 12,838 shares; 2025Q2: 12,225 shares; 2025Q3: 12,225 shares; 2025Q4: 12,908 shares; 2026Q1: 13,996 shares 13,996 $164K <0.01% +1,088 Timeline AARD AARDVARK THERAPEUTICS INC More: the full row for AARDVARK THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,783 shares; 2025Q4: not reported; 2026Q1: 43,259 shares 43,259 $163K <0.01% new Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,915 shares; 2026Q1: 31,360 shares 31,360 $156K <0.01% +1,445 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,659 shares; 2024Q4: 66,917 shares; 2025Q1: 55,662 shares; 2025Q2: 17,799 shares; 2025Q3: 14,894 shares; 2025Q4: 16,696 shares; 2026Q1: 12,279 shares 12,279 $152K <0.01% -4,417 Timeline KC KINGSOFT CLOUD HLDGS LTD More: the full row for KINGSOFT CLOUD HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,331 shares; 2024Q4: 95,665 shares; 2025Q1: 63,906 shares; 2025Q2: 41,559 shares; 2025Q3: 12,117 shares; 2025Q4: 11,961 shares; 2026Q1: 11,127 shares 11,127 $149K <0.01% -834 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $145K <0.01% 0 Timeline MBI MBIA INC More: the full row for MBIA 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: 24,282 shares 24,282 $144K <0.01% new Timeline DFII 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: 9,098 shares; 2025Q4: 10,510 shares; 2026Q1: 10,709 shares 10,709 $142K <0.01% +199 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,007 shares; 2024Q4: 198,007 shares; 2025Q1: 218,007 shares; 2025Q2: 218,007 shares; 2025Q3: 218,007 shares; 2025Q4: 218,007 shares; 2026Q1: 218,007 shares 218,007 $138K <0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,105 shares; 2024Q4: 16,105 shares; 2025Q1: 16,060 shares; 2025Q2: 15,978 shares; 2025Q3: 15,978 shares; 2025Q4: 15,978 shares; 2026Q1: 15,978 shares 15,978 $138K <0.01% 0 Timeline